Popdock Makes Zoho Invoice Reporting Better
Zoho Invoice is an invoicing software that helps you craft beautiful invoices, automatically send payment reminders and get paid faster online.
With access to your real-time company data, Popdock allows more user-friendly ways to help you get the reporting and data you need. You can customize and create a one-time, out of the ordinary report or save a customized recurring report that updates every time you open it.
Share Lists with Specific Users or Teams
Popdock has several layers of security available. As an admin on the account, you can assign lists to a team or specific user and give them access only to the specific data you define.
Popdock allows you to save recurring reports. Set the criteria once, save as a favorite, and next time simply refresh with the click of a button.
Take data from multiple lists and build custom lists that can join, merge, summarize, or compare your data. You can also create calculated fields on a list.
Popdock saves time and manual data manipulation. Skip exporting to Excel. Sort by customer, email, address, any field or any combination of data, directly within Popdock, to find a record and see your data clearly.
- Credit notes
- Customer payments
- Invoice payments
- Recurring expense
- Recurring invoice
- Take any of these out of the box lists and build your own favorite reports to suit exactly how you work.