Merging 2 Organisations So I can switch between them in the app
Hi there I have 2 companies that I have set up independently and I wanted to add them both to the iOS application, but I can only see a way of creating a NEW organisation rather than adding an existing one. does that make sense? Many thanks Jim
Invoice does not sync change to a Projects timesheet items billable status
When I have an existing timesheet item entered into Projects that has already been synced with Invoice and I later change the items billable status from 'Billable' to 'Non Billable' inside Projects and then view the same item in Invoice I expect to see that it's billable status has also changed from 'Billable' to 'Non Billable'. Currently the behaviour is that the timesheet item status in Invoice remains unchanged and remains unaffected by the synching operation. I expect the Projects timesheet
Generating invoice api grant_token code from java api
Hi, In one of my application I am using invoice API. I refered https://www.zoho.com/invoice/api/v3/#oauth. I can able to get refresh_token and access_token through our java API passing grant_token as code parameter. But I generated the grant_token code from browser. I need to get grant_token code form API. I used the url https://accounts.zoho.com/oauth/v2/auth? with parameteres from API, Its redirecting to zoho login page to authenticate. how to achieve this, Am I need to add any authentication
What's New this April 2019 in Zoho Invoice?
Hello everyone, It’s a new month and we are excited to bring you the enhancements and updates we made in Zoho Invoice. Let’s take a look at some of them and see how it will help you. PayTabs Integration (UAE, KSA & Bahrain editions) If you’re a business owner in the GCC region, collecting payments from your customers just became easier. We’ve integrated with PayTabs, a payment gateway for businesses in the GCC region. You can now collect payments in nearly 168 currencies from anywhere across the
Regular Price Increases with Recurring Invoices
Is there a way to have a recurring invoice automatically update its price to reflect changes to the associated price list? My industry and organization implement annual price increases, so the plan is to update the prices in the price lists. However, when a new invoice is generated as a recurring invoice, it keeps the original price that was on the price list from whenever the first invoice was generated. Is there a way to have the updated prices populate through already existing recurring invoice
Search tiem by any contains text of item name or SKU when create Estimate
Currently when I add the new item to Estimate, I need to type the correct name or SKU from the start of text for example LENOVO ThinkPad SKU: LENOVO-THINKPAD LENOVO IdeaPad SKU: LENOVO-IDEAPAD Should we just type "th" or "id" instead of "lenovo th" and "Lenovo id" to search?
Getting scope error(23:Invalid Scope Passed) while creating invoice using zoho invoice api.
I am new to zoho invoice api, I want to create invoice for one of my application and I choose to use invoice api. I red the documentation. I am facing scope error while creating invoice. I am using url https://accounts.zoho.com/apiauthtoken/nb/create and parameters as ?SCOPE=ZohoInvoice/invoiceapi&EMAIL_ID=[ZohoID/EmailID]&PASSWORD=[Password] to generate authtoken from my java application api. and following is my service to create invoice RequestBody formBody = new FormBody.Builder().add("JSONString",
How to delete or reverse invoice after payment entered as received?
How to delete or reverse invoice after payment entered as received? I am testing out ZOHO invoice and entered an invoice the accepted payment. After I did this I tried to delete it but could not. A messages appeared that said I could not delete an accepted payment. Does any one know best practices on how to handle this? Thanks, Nick
My Company GSTIN number got changed. I am trying to update the GSTIN unders settings. But it does not allow me to do so.
My Company GSTIN number got changed. I am trying to update the GSTIN unders settings. But it does not allow me to do so. I get the below error message : Cannot change the GSTIN Since taxes are associated with transaction(s). Delete the transaction(s) to proceed. Does this mean I need to delete all invoices to change the GSTIN? IS there any way out.
Negative balance in RED
Why can't an invoice have a negative red balance? It is easier to see customers with a refund on an invoice by selecting a category that has a credit due back... I have many customers who do not process their credit/negative balance until months later.
The Dashboard on the Mobile version of Zoho Invoice shows receivables for LAST 6 MONTHS.
But the desktop allows THIS FISCAL YEAR. It would be VERY helpful if the desktop and mobile apps both allows the same time frame, as the numbers may otherwise not be the same. Thanks, folks.
Invoice Date
I have many invoices that a customer will put a deposit prior to an actual invoice date. When a client initiates the order, it is sometime later from the deposit date but work commences afterwards... Deposit is noted on date but an invoice should be re-dated to a later date while noting an earlier deposited date.
Arturo
Buenas Tardes, Como reactivo mi subcripción
BalanceDue vs InvoiceBalance
In customer statement you have the tag: BalanceDue In invoice settings the tag: InvoiceBalance Can you make available the BalanceDue for the invoice template? It's more logical to inform a client about all the balance, not the balance of one invoice. For 90% of users, the tag InvoiceBalance it's useless. Almost everyboy has a balance for the current invoice and almost everybody pay in full.
Is it possible to change the PayPal button on an invoice to Stripe? or is that a PayPal or nothing feature?
I'd like to use Stripe as the primary collection methods when sending invoices to clients. I can't see a way to include a link, or change the default PayPal link to Stripe. Does Zoho currently support this?
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}
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