Adding a Zoho Projects Task when a draft invoice is created
Hi, I have a bunch of recurring invoices set to create draft invoices for me. Is it possible to get Invoice to add a task to Zoho Projects asking me to check & approve the invoice? I've tried using webhooks connecting with Zoho Flow & Projects but these only seem to work with created invoices and not drafts. Just need a way to know when a draft has been created so I can approve it. Many thanks. Rgds Jon
Zoho Invoice API in PHP
Hi, I am trying to integrate with Zoho Invoice API using PHP. Is it possible to get the invoices and contact data using date range(like created from 01/04/2019 - 20/04/2019) using CURL ? If possible could you please send some sample PHP request and response. Thanks & Regards, Pavithra
Client accepting estimates
the biggest problem I have with Zoho invoice is that it does not allow me to completely stay online. When a client sees the estimate and agree to pay it, there is no way for them to sign on the estimate to agree to Pay. Also they need to agree to terms and conditions linked to that estimate and sign that as well. This is would be a great add on to your service.
Hoe can i include multiple billable expense into one invoice?
Hoe can i include multiple billable expense into one invoice?
Progressive payments
In my business a client has a project that will be paid in more than one payment. I would love it if there was a section at the bottom of the estimate that automatically calculated the progressive payments based on customizable percentages and descriptions of the job. Example. Total cost of project is 20k plus tax. - Deposit : 10% = 2000$ plus tax - start of project : 40% = 8000$ plus tax - upon completion of xyz : 40% = 8000$ plus tax - upon completion of job: 10%= 2000$ plus tax. Once this estimate
What's New this March 2019 in Zoho Invoice?
As this new month begins, we bring you a bunch of new enhancements and updates. Read on to know about what we've added to Zoho Invoice for the month of March. Configure advanced settings in ICICI eazypay (Indian edition) If you're an Indian edition user and have set up ICICI eazypay as one of your payment gateways, you now have the option to configure advanced settings. You can specify who bears the transaction fee and also enable the modes of payment for your customers. The online payment modes
Not mandatory field, mandaroty
Hello, I opened the Invoice App for the first time and filled out the form. There seems to be a problem, as mandatory field, aren't marked as such (ie in red with a star). i guess this should be corrected... As I didn't filled Currency and Time zone, I get the error report, but the form still show the field as not mandatory ;)
Adding Attention field to the exported PDF
Hello, is there a way to make sure that the Attention to field is in the invoice. Currently I have to manually go in and add it each time I export an invoice to a client. Once that is done then I have to go back and change it for the next invoice. If I only had three customers I could create a template for it and just use that. But we have many customers and it is very time consuming when I am sending out 20 plus invoices at a time. Can this be put into a suggestion for future feature that Zoho
Add feature to of send recurring invoices X days in advance
see attached picture from quickbooks please integrate the same I created a recurring invoice which runs every 1st of the month and is DUE on receipt (rent bill) and I want the system to email it to my customer 2-3 days before to my customer. in quickbooks you can do that, you choose how often the invoice runs and you can also choose how many days in advance to create it so in short I want 1) Invoice date AND Due date to be 1st of the month 2) System should mail it 2-3 days in advance Thank you,
ZOHO INVOICE SIGNATURE
HEllo, on zoho crm all the users have their own signature... I don't find where to manage this feature on Zoho Invoice ? tks for your help Maya
Zoho Support and Zoho Invoices integration?
Is there or will there be support for Zoho Invoices from Zoho Support? I have found the ZSC Key but I don't know where to put them now. Thanks, Eddie
A Trip down the Memory Lane of Zoho Invoice's 2018
2018 has been a productive year for Zoho Invoice. We rolled out new product updates, enhancements, various integrations and we hope that these made your invoicing experience better. As we inch towards the final moments of this year, here are the highlights of some of the major product updates. Transaction Approval: Getting your transactions approved and then sending them to your customers is one way of error free invoicing. Using the Transaction Approval feature, transactions can be submitted for
AUTOMATIC REMINDERS - CONTACT EMAIL
Hello, The automatic reminders are sent directly the the mail email adress of the company. It will be great if you modify the recipient by the one which receive the invoice. Let me explain : info the reminder is sent to info @ coca.com --> the invoice will never reach the accounting department. if the reminder to pay is sent to the accounting department which receive the invoice we have more chances to be paid. Thank you Maya
Allow editing of invoiced estimate
Hello, I contact you because you change recently a functionnality and it is very annoying for us and for other services companies that are using zoho invoice. IN 2018, you added the feature - 1. Allow editing of invoiced estimate (see below) A Few weeks ago you replaced this feature by a new one - 2. Allow editing of accepted estimate (see below) This change is non-sense. let me clarify my position : 1. Allow editing of invoiced estimate - If I do not activate this option, it means a sales can
How to create a rectification Invoice
Hi!I have to do a rectification invoice and I'm trying to do it with zoho invoice like always. The problem is that I cannot save the invoice, when I try it, the system show me this message "La factura se puede crear solo si la cantidad total es mayor que cero." that means "The invoice cannot be saved with an amount 0". Could anyone help me? Thanks a lot! Dani.
Pause button in Timer in Zoho Invoice
It would be very helpful if there were a PAUSE button in the TIMER. Unless I am missing something, I have to stop the timer and re-start the timer for a new session after I've paused to do something non-billable.
Invoice Background Image
Hello, I've edited some invoice templates to include a background image. In the Edit Template section, I can see I have uploaded a background image, and I can see the preview of my invoice template where it correctly displays the background image. However, when I actually generate an invoice, there is no background image. It does not display as I'm creating the invoice, nor does it display in the emailed version sent to the customer, in the PDF, nor seen if looking at the invoice via the client portal.
add date range to unbilled project hrs - invoice creation
see screen shot. email me if you want more detail! jeffrey@hark.bz
Marking an invoice as paid pending cleared funds
I am trying to find a way to mark an invoice as having the payment sent, but still waiting to clear. I can see that invoices can be listed as "Payment Initiated" but I don't see any documents that explain what that is, nor can I find a way to assign that status to an invoice. I want to be able to give my invoice a status between unpaid and paid. Can anyone suggest any way to do this? Thanks.
Can't access Zoho Invoices after receiving a request to join from Zoho invoice account owner
Dear Zoho Team, I have created a zoho email id. My office back-end team wants me to join the zoho invoices platform. These are the steps I have followed so far: 1. Email id created and login successful. 2. I receive a request to join Zoho Invoice. 3. I accept the request but I receive an error that "An account already exists for this email" - Screenshot is attached below. Please help urgently.
What is the function of "Payment Terms"?
While creating a customer, we can see a field "Payment Terms" and we have the options "Net 15, Net 30, Net 45"... Just to clarify: what is that, I mean, what does "Payment Terms" do exactly? In addition, I'm from Brazil, so I have no idea what is the meaning of initials "Net" (like "Net 15" for example). Is it about working days? I've just generated a new invoice to myself for testing purposes and I could see that, if we leave the Payment Terms as "Due on Receipt", 1 day after the invoice shows a
Expense Descriptions on Reports
How to show expense descriptions in expense reports?
Cuentas gratuitas
Tengo una pregunta, Actualmente tengo 5 cuentas de correo configuradas de forma gratuita, si quiero tener una cuenta adicional debo pagar con el plan lite, debo pagar 1 dolar por cada cuenta o por cada cuenta adicional?
How to Add CIN (Company Incorporation Number) of Private limited company on Invoice?
Hello, I run a Pvt. Ltd, Firm and according to ROC law, each document that is issued by Pvt. Ltd. Company should have the CIN mentioned on it. Accordingly, can you please help me to understand how can I customize all my document headers to include the CIN on it? http://corporatelawreporter.com/2014/04/04/corporate-identification-number-cin-mandatorily-mentioned-letterheads-1st-april-2014/ Regards, Anand
How to customize bill to address and shipp to address on invoice?
Hello, Can you please help me to understand how can I modify the bill to and ship to address on my invoice? Required format - Bill to - ${CONTACT.CONTACT_DISPLAYNAME} Additional Line: ${CONTACT.CONTACT_Salutation} ${CONTACT.CONTACT_first_name} ${CONTACT.CONTACT_last name} Additional Line: ${CONTACT.CONTACT_Mobile_Phone} ${CONTACT.CONTACT_ADDRESS} ${CONTACT.CONTACT_CITY} ${CONTACT.CONTACT_CODE} ${CONTACT.CONTACT_STATE} ${CONTACT.CONTACT_COUNTRY} ${CONTACT.CONTACT_GSTIN_LABEL} ${CONTACT.CONTACT_GSTIN}
Invoice in Marathi Language does not show Marathi Language details when exported as PDF
Hello, When I export the Invoice with having Customer details in Marathi Language, the pdf does not show the localize text. Can you please help me with this? Regards, Anand
Has anyone migrated from Freshbooks?
I'm looking to migrate from Freshbooks and cannot see anywhere on Freshbooks to export my data. Has anyone ever completed a migration successfully other than manually adding your old data?
Regarding Payment
HI, I am using zoho invoice API in my application. In my application each customer can make more than one invoice payments(includes due payments) in one shot(online payment using razorpay gateway). write now In my application ui I have given payment link to each invoices. But I need user to select invoices so that all selected invoices amount can pay through one online transaction(debit or credit card or any kind). Is there any kind of payment link to zoho customer(like invoice_url one present in
Custom Field Zoho invoice - Not populating on invoice
Hi, I've created a Customer field for my customers for the VAT number (for EU customers). I have gone into 'More Settings' and added it under the address fields, however, when i create the invoice - the field label appears - but the contents do not. How can I fix this?
Dedcuct from Retainer before sending Invoice
Hello One and all I just started re-using zoho invoice for my OneMan IT Shop. I make use of retainer payments in the form of pre-paid services. What i have noticed, is when i generate and invoice, i have to 1. Save it first 2. Deduct the Invoice amount from the Retainer 3. Then finally send it off to the client What would be much more idea. 1. Invoice is created. 2. Zoho Checks to see if there is funding in the Retainer account 3. Just below the invoice, Zoho, shows u how much is in retaner 4. Zoho,
Invoice API PHP example
Hello, I'm trying to integrate with zoho, but I have some issue with API, Please provide same php example of using api, e.g how to get list contact I tried to use : function listCustomers() { $authtoken = '2f89455f7767e00d28ea38ee0baa7837'; $Organisation = '37517635'; $url = 'https://invoice.zoho.com/api/v3/contacts?authtoken='.$authtoken.'&organization_id='.$Organisation; $ch = curl_init($url); curl_setopt($ch, CURLOPT_VERBOSE, 1); curl_setopt($ch, CURLOPT_SSL_VERIFYPEER,
Postdated Cheques
Hi there, Is there a way to enter postdated cheques and keep a credit on the account for future invoices?
ERROR: invalid element paid_through_account_id
Hello, I received this error when trying to add a billable expence on my Android mobile. invalid element paid_through_account_id It would save it, as long as it was not flagged as billable. Once I clicked the toggle, it came back with this error. I can make the expence billable from my chromebook and Win OS. I have the most updated version of the mobile app installed on my Samsung S9.
Regarding invoice
HI, I am using zoho invoice api for my application, Here if previous month invoice is not paid then in the next invoice I need to add interest charge as penalty(for previous invoice amount). How can I achieve this, I seen API documentation There is no way to add Interest penalty to the invoice amount. Thanks.
Invoice
hi, Do you have any samples C# code for Zoho Invoice API integration with C#?
Regarding zoho Organizations.
Hi, I am using zoho invoice for my two applications. And I am using zoho API in my two applications too. I Have created two organizations with my zoho account and I can able to access zoho invoice through zoho UI. My doubt is could I able to use two organisations for my two applications simultaneously using zoho invoice api with one zoho account(considering one account charges of plan for invoice), or It's not possible to use simultaneously with one account. Thanks.
Receipt Printing
Hi, Does zoho provide a facility for producing receipts once the client has paid the invoice? Thanks. Keet
Delivery Note without services
Hi all, It there a possibility to create a delivery note from an invoice without the listed services "idem type: service"? Thank you in advance, Michel
Repeating invoice numbers
At present time it seems that invoice number must be unique. Due to local regulation, I need to reset my invoice number at a beginning of each year. This seems to be impossible in Invoices since the number must be unique. Is that really so? Any way to remove the uniqueness check? How to circumvent this? (Please note, I am not allowed to add any prefix/suffix to my invoice number!)
Download Entire Invoice History?
Is there away to export or download our entire invoice history? We need a copy of all of our past invoices.
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