You can maintain your customer and contact information in Zoho Invoice so that it comes handy during quote or invoice creation. You can also very easily import this information in any standard format. This section of the tour walks you through some of these features.
Quickly add or import your customer and contact information and organize them. With support for most of the standard formats for customer/contact import - Outlook Express CSV, vCard, CSV, TSV etc., you can be rest assured that you need not re-enter or duplicate this information in Zoho Invoice.
We have integrated Zoho Invoice with Zoho CRM. You can import all your accounts and contacts from Zoho CRM to Zoho Invoice with the click of a button and use this information while raising quotes or invoices. We are planning a much tighter integration between these services and this should happen over the next few months.
Send clear, unambiguous reports to your clients. Easily generate and send the monthly customer statements, balances reports and the invoice aging summary.
Make the best use of the various e-mail templates provided in the service - new invoice notification, payment reminders, payment thank-you etc. You can customize these templates according to your needs. Don't send e-mails in different formats; be very clear, consistent and streamline all your communication.
You can easily browse through your customers and contacts using the links at the left of the page. You can also use the search functionality to quickly narrow down to a particular customer or contact that you are looking for.
Zoho Invoice Customers