Zoho Invoice

Help Docs

Web Tabs

Web Tabs are similar to browser tabs, but accessible within Zoho Invoice. It enables you to access web pages or applications that provide you with an embed URL, to be embedded within other applications. Depending on the website, you can find the embed or publish URL and create web tabs within Zoho Invoice.

Web tabs can be used in many ways depending on your business needs. Let’s say you have multiple organizations in Zoho Invoice and have set up custom reports in Zoho Analytics to analyze data across all these organizations. You can copy the publish URL of the custom report and create a web tab to access the dashboard or custom report within Zoho Invoice.

Let’s see how Melissa uses web tabs for her business.

Scenario: Melissa has created a Zoho Creator application to manage manufacturing process, POS or some specific aspect of her business. She can copy the embed URL and create a web tab for it. Now, she’ll be able to access this Zoho Creator application within Zoho Invoice, instead of opening it in a separate browser tab.

Note

Create Web Tab

To create a new web tab:

Create

Now, you’ll find Web Tabs in the sidebar of Zoho Invoice and the new web tab listed under it. Click the web tab and it’ll open within Zoho Invoice.

Edit Web Tab

You can edit a web tab if you want to change its name or load a different URL. Here’s how:

Edit

Delete Web Tab

If you don’t want to access a web page or web tab anymore, you can delete it. Here’s how:

Delete


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