Keyboard Shortcuts in Zoho Invoice
Keyboard shortcuts / hotkeys enable you to use Zoho Invoice with ease and convenience. You can instantly perform actions within the application using the keyboard shortcuts.
Pro Tip: Press Shift + ? to instantly view the shortcut keys in a pop-up while using Zoho Invoice.
Insight: If you forget where to look for your shortcut keys, you can always click the help icon in the top-right corner and click Keyboard Shortcuts to view them!
The shortcuts in Zoho Invoice are categorized based on the pages in which you can use the shortcut keys. Let’s look into how they are categorized.
You can use the following shortcuts from anywhere in the organization and they would take you to the respective page or perform the particular action.
Say, you are looking into the Reports of an organization and you would like to quickly navigate another organization of yours. You can just press in your keyboard from any module to view the list of organizations you have in Zoho Invoice.
Likewise, the following actions are common to all modules:
|Jump to the Search Bar. Search by modules or click Advanced Search.|
|Open the Settings page in the current window.|
|Navigate to your list of Organizations in Zoho Invoice.|
Go To Actions
You can use the following shortcut keys to navigate to a specific tab. These could be the most common actions you perform day-to-day.
Just like the General Shortcuts, these actions are also common to all the modules. They are:
|Jump to the the Invoices tab.|
|Jump to the the Estimates tab.|
|Jump to the the Credit Notes tab.|
|Jump to the the Expense tab.|
Module Level Actions
Once you’ve navigated to a particular module, you can use the following shortcut keys to perform actions specific to a particular module. This action is applicable only to the Estimates, Invoices, Payments Received, Credit Notes and Expenses modules of Zoho Invoice.
Let’s say you are planning to move all data from one organization to another. The Module Level Actions let’s you complete them really quick! Click to export data from one organization and click in your other organization to import the files.
|Create a New Transaction.|
|Email all/multiple transactions from the same module.|
|Print all/multiple transactions from the same module.|
|Download all/multiple transactions from the same module as a PDF.|
|Import all data to a particular module from your computer.|
|Export all data from a particular module to your computer.|
|Select all transactions in a specific module|
|Select all transactions between two intervals.|
Transaction Level Actions
After you have selected a transaction, you can use the following shortcut keys to perform actions at the transaction level. The following shortcuts let you perform actions quickly without having to reach for a mouse.
|Edit an existing transaction.|
|Mail a transaction.|
|Print a transaction.|
|Download transactions as a PDF.|
|Save transactions when you create them.|
|Save and Print a transaction.|
What are keyboard shortcuts for if they don’t let you create transactions in a flash? The following shortcuts will help you create new transactions across various modules from anywhere in the organization.
|Create a new Invoice.|
|Create a new Estimate.|
|Create a new Credit Note.|
|Create a new Expense.|