Amount inclusive of tax
Hi I would like to make an invoice and list an item for $100 and charge 10% tax and have that price inclusive of tax How would i do that? instead of having 10% on top of the $100 Thank you Peter
may i combine two or more zoho invoice accounts under one organization
hi i am happy if you let me know how to merge two or more zoho books account under one account because i created 3 zoho invoice accounts under one user name kindly let me know
HELP - locked out of Zoho account
Hello I can't get into my account. All email address and passwords don't work. Are you able to help me? I don't want to lose a year worth of invoices. :(
Invoice date restriction
Is it possible to restrict Invoice date? I want the users who create new invoices can not create invoices for the past. This menaas a user can not create an invonice with a date in the past. How could Inrestricti ti? Thanks
Portal customisation
Hello, How do you customise the Invoice customer portal? Here are what I need to change: - choose which custom fields to show in the "My Account Details" section - choose the layout of the document previews how can you do that? thanks
Embed company logo in e-mail template (embed, not link)
Hi all, we're currently sprucing up our outward appearance a bit, and as part of this effort we're revising our invoice notification and payment reminder email templates. To add our company logo to the email itself, we've resorted to using a standard img=src direct link format so far, but with the increased blocking of image links by newer email clients, more than often the resulting email looks blah with the images being blocked out and replaced with the email clients' placeholder. One way to work
link to view invoices on portal
Hello, I notice an issue when clicking the link sent to customers so they can view esimates/invoices/etc on the portal. If the customer is not logged-into the portal, the web page to view the document is show in the language configured for Zoho invoice admin which might not be the customer language. Could you at least use the langage of the user's browser? thanks
Please Bring "Reporting Tags" to Zoho Invoice
Hi Zoho, Could you please bring the Reporting Tags from Zoho Books over to Zoho Invoice? I use Invoice mainly to keep track of rent for our (money-losing) art studio, but we also sell some of our own paintings. I'd use Zoho Invoice more for the paintings if there was a way I could more easily differentiate between the two revenue streams. Since this feature already exists in Books, in my mind it should be simple to bring to Invoice. https://www.zoho.com/books/help/settings/reporting-tags.html Thanks!
Text templates for Terms & Conditions
Many times we need different text on terms & conditions field, depends of the client or of the invoiced services.
I have two organizations, can I merge them?
I have two organisations under my user account, with different templates, contacts, numbering, etc. I'd like to merge them together. Is it possible? Thanks in advance! Elaine
accounts and contacts more confusion
so i am even more confused with the integration of zoho crm and invoice. After trying it for a month I decided we should also integrate the accounts as well as the contacts. Most contacts are stand alone but some belong to accounts. Example letting agents etc. Pressed the button only to find that it then expects every contact to have an account. Confused, and starting to wish we had never seen zoho invoice. Sorry we do like the way we can grab payment online and do recurring invoices.
accounts and contacts
another integration question for zoho crm to invoice. In CRM we use to do our invoices with the account details and the chosen contact details. WHY- we look after property agents so they are the account but their client is the contact. Please how can I achieve this in Invoice
All dates are off by one day.
For instance, today (Friday, June 2) is appearing as June 3rd.
Trying to integrate Zoho Invoice to CRM
I would like to use a custom function to create a Potential in CRM whenever an estimate is sent. Having some difficulty. 1. How does Zoho link a Invoice customer_id with a Contact or Account id in CRM? 2. Currnently, I find the Company-name from the estimate and then look it up the Account in CRM. That is working. When I try to read the ACCOUNTID, I get a "Text can not be cast to Number message. Here is the offending code... CustName = estimate.get("customer_name"); Cust = zoho.crm.searchRecordsByPDC("Accounts","accountname",CustName);
Different Discount Groups
Hello World: I am testing invoice.zoho and was looking for this feature: We always have a BASIS price, which is the same for everyone, but we have different customer groups and attached to these clients different pre set discounts. Regular one time buyer get 0% discount Regular buyer get always 10% discount after first order Dealer get 25% Discount Distributor get 40% discount. I want zoho to choose automatically the discount for each client once pre selected. How would I accomplish that?
Trigger Zoho CRM task upon event in Zoho Invoice
Hi there, I'm trying to set up a workflow: Account balance is overdue by X days --> New task in Zoho CRM assigned to Account Manager. Can this be done? Note: We already set up email reminders in Zoho Invoice yet our team would prefer tasks in the CRM. Thanks! P.S.: A fantastic out of the box feature addition would be a color-coded status flag (e.g. Paid, Outstanding, Overdue, In Collection) on the account record in the CRM . Ideally in the "Receivables" column.
Tasks not visible on the portal
Hello, I have a problem with the portal on Zoho Invoice. I activated the portal for a contact. This contact has an active project with several tasks and a few timesheets. Everything is active and no task or project is inactive. When the contact connects to the portal, it sees the project but it sees no task in this project. Why ? thank you in advance
Zoho Invoice - CRM -One integration questions
I have Zoho Invoice as part of the Zoho One package. Yet it will not let me add users. 1. When in Zoho Invoice > Users & Roles, there is no 'INVITE' option for adding any of the four CRM/Zoho One users. And when I click on the Users tab, I get an internal server error on a page with a long url but that has zoho books in the url. I have emailed support and not received an answer so trying here. 2. When in Zoho Invoice, I am trying to sync 'invoices and estimates' with Zoho CRM. But when I click enable
El codigo de validacion no es valido
Buenas tardes, en el momento de ingresar el codigo de verificacion para activar la cuenta, al numero de celular con el que registre el dominio bsitsoluciones.com, me sale un mensaje que dice "el codigo de verificacion no es valido" he solicitado que me envien otro codigo pero con todos pasa lo mismo ayuda por favor
Restrict workflow rule trigger when Invoice updated via API
Hello Team, I would like to know whether it is possible to restrict the workflow rule trigger while updating Invoice through API. There is a facility in Zoho CRM API to pass parameter value false for parameter wfTrigger. Please let me know if this is possible. Thanks in advance
Sending invoice pdf via email from Zoho Invoice
Hi, two questions: - how can we remove " - Sent Using Zoho Invoice" from the subject line when sending out invoices directly from Zoho Invoice? - can we add information from the contacts module when creating an invoice / to the invoice without having it show up on the actual invoice? This info is only required when sending out emails (invoice, reminders, etc.). Thanks
Access to portal without password?
I'm testing the customer's portal features and actually there is something that I think it's not so useful to the customers. My point is: each time a new contact or account is added to Zoho Invoice I have to authorize them manually to access the portal? Can't we "bypass" the authentication and leave customers to log into portal without having to input a password? Why I'm asking that: when we send a new estimate to customer, on the email template we have a url that takes the customer to the portal,
Language change doesn't apply to all the messages..
Hello! I've chosen Spanish language while registering at Zoho Invoice, but when I changed it to English, all the messages in the e-mails seem to stay in Spanish. Is it possible to change that "in bulk"? I really don't want to do it by hand with every writing I see in Spanish now. Thank you!
[PDF invoice export] Do not split bank details into 2 pages (like page-break-inside in CSS)
Hi, Is it possible to force the bank details to be on one page, and not be split into 2 ? My Invoice ends with bank details, which look like this Nos coordonnées bancaires : Banque x RIB : xxxxx yyyyy ... IBAN : xxxx yyyy BIC : .... Usually my Invoice fit on one page on the PDF export. But it's possible that, with one extra product in the invoice, the "bank details" bloc split into 2 pages (with for example IBAN and BIC on the second page.). I want to have all "bank details" on the
Importing Invoices
I'm importing a large number of invoices via CSV. I finally got all the field formats and everything working but now it's putting all rows into one client's invoice instead of creating an invoice for each row/client. What am I missing?
Zoho invoice Braintree Payment issue (Internal error)
Hello, My client tried to pay his invoice several time with braintree API but it's showing an internal error... Need your help to fix that please. Thank you in advance.
Disable 'Add Description to your Item' Filed Under Items
How do I disable 'Add description to your Item' field under Each Item in the Invoices.
Workflow Automation
I am a long time Zoho Invoice user for my billboard company. I am interested in creating a Workflow Automation rule to send me (and other users) an email alert when a land lease payment is due. I have my land leases set up as "recurring expenses" in Zoho Invoice, so that they automatically input (once yearly per land owner). I am having trouble finding a "Workflow Rule Trigger". I feel like I need an option for "expense date" but the only choices I have are: When an Recurring Expense is: created,
HOW TO INSERT ONE COLUMN TO SHOW THE COST BESIDES THE PRICE?
There is only one price in your invoice format right now, we will use it for our service cost, however,we will also need one more column to show our other costs like visa, 3rd party and etc for our customer's better understanding. So please kindly advise how to add one more cost, and then the two cost will be automatically sum. We understand that you have the option of cost in line, but we prefer vertical display, thanks!
Name format
So we seem to have a strange mix of name formats in our zoho invoice. We linked it t zoho crm and did the name format in zoho crm but still no consistency. Ideas please
Mass publishing of periodic invoices
Hi,I need to edit 52 periodical invoices in order to complete the terms and conditions field. Is it possible to mass-produce recurring invoices? Thank you
"Final Balance Due 30 Days Before Event Date"?
Hello. I am amazed at the functionality of the Zoho Invoice system. I have been familiarizing myself with it for hours on end, now, and am finding my way around pretty well. When I execute a contract with a client to DJ their event, the contract specifies that the due date of the final balance (which is the total package fee minus their deposit) is 30 days prior to their event date. I have found a way to configure a custom "Event Date" field in the "Invoices" and "Contacts" preferences. The invoice
Am i missing the point? crm - invoice
So i finally got down and dirty linking our zoho crm to invoices. What an improvement in look. AND you can send invoice that can be paid online. GREAT. BUT as usual a bit half cooked. I could find no way of bringing over the price books from zoho crm so i then needed to role the whole experiment back. What a waste of time again. Please Please could we integrate them so they work in the real world or did i miss something.
Banking details needs to be captured during payment/receipt transactions
Banking details needs to be captured during payment/receipt transactions
print out items- catalogue
As a company we carry pricelists which has always been difficult with zoho crm. So in invoices what are our options. We have just been printing out the item page in different views. Does anybody have ideas on creating proper reports with the images. This would be so great. i know we could create a blankish quote sheet and the list all of the items but not ideal.
reports: BCY vs FCY
Hi, when viewing reports in the new invoice interface, there is a selection button labled "FCY / BCY" on the right hand side above the report item list. Was just curios what FCY and BCY means. Thanks!
Restrict Items showing in Zoho Invoice?
Is it possible to only show certain items in the Invoicing App, even if listed in Inventory App. I have created composite items, which are manufacturing components and not required for the Sales person to see in Invoicing. Having all the items showing makes it too complicated for the Sales Person, you know what sales people are like!
Invoice with hourly rates plus lump sum / fixed rate
I bill my clients per time plus when I work for them at their location I charge a fixed rate that covers the time and expenses spent on travelling to them. When I work from my office, I do not charge them that fixed rate of course but only the time that I worked for them. My question is: How to include the fixed rate for travelling in my invoices? Currently I am using Google Sheets to keep track of my work and have a column to state if the fixed rate applies. Ideally, I had hope for a checkbox like
Report Designer
Hi, Is there a possibility to create a new report by user themselves - selecting the columns required in the report and the filter fields and the field to be grouped. Basically a report designer kind of functionality is what is my look-out. As in the Project area - only there are 3 reports - Project summary, project detailed and timesheet report. This is not enough. So may be if a designer sort of interface is there - then it will be good to choose our own columns and grouping and filtering to generate
Bad change in online payments
Until now, when I send an invoice to a customer to pay online, the email contained the link to the payment page, no matter if the customer had enable portal or not. From now on, if the customer (or one of the contacts under the customer) has the portal enable, the payment link at the invoice do not bring him to the payment page, but to the portal access page. This add an unnecessary step for the payment, first to log in the portal, just to pay. For customer was better before when they just clic the
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