What's New in Zoho Invoice- April 2017
Here at Zoho Invoice we are always coming up with new features to make invoicing easier for our customers. Check out what's new in Zoho Invoice for the month of April. Introducing Zoho Finance Plus We’re happy to announce the launch of Zoho Finance Plus, the most comprehensive suite of cloud-based financial apps for your business. Read more. Add Favicon option With the latest update in Zoho Invoice, users who have set up custom domain can add favicon to their Zoho Invoice web app to further enhanceI added some custom fields, now I need to export them
Can someone let me know how to export custom fields?Does zoho offer something like hello sign where customers can sign a contract electronically?
Does zoho offer something like hello sign where customers can sign a contract electronically? Im getting frustrated with entering the customers information twice (once for each application) and I am looking for a product that is more seamless. I use zoho invoice, so i want something that will merge the data over.Tax calculation not adding correctly
I'm having a problem with my taxes on invoices. Currently I have two taxes set up; PST at 7.0% and GST at 5.0%. I've set them up as a group so that they display separately however when the two are added together as a group they add up to 12.35% for some reason. This means that I'm constantly overcharging taxes. I checked both rates a reset them to 7.0 and 5.0 respectively but it hasn't changed the group rate. I need to get this fixed soon. Can anyone help me with this?What's New in Zoho Invoice- March 2017
Check out what's new in Zoho Invoice for the month of March. 1. Introducing Direct Debit payments through GoCardless: Zoho Invoice integrated with GoCardless to make accepting Direct Debit payments easier for Customers in UK. Whether it’s a recurring invoice or a one-off invoice, your customers can authorise you to collect money directly from their bank account whenever the invoice is due, which means you always get paid on time. Customers in Europe can also start accepting SEPA payments via GoCardless.Multiple thank you notes
Hello, there is an option to create multiple thank you notes in Zoho Invoice, but I don't see where I can select which note is being sent. When I mark the payment of an invoice as paid, I only have an option to send out the 'standard' thank you note. I want to send out different thank you notes based on the service provided. Is this possible? If yes, how? If no, why the option of having multiple thank you notes?Staff (user) on Zoho Invoice permissions (Level of access) request.
I am signed on as a user, on my Invoice account.... And my staff has way too much access to sensitive information! I need the Users to only create invoices, add payments, and add items.... Not have access to the "Dashboard", Settings and Reports. Will this level of control be added soon? I would like to be able to create a user for my account, and set the level of access, and then send the information to them, not "invite" them. Invites should be for customers to access their invoices.between two lines of products
How to achieve the contrast between two lines of products on the lines of the quotation so that it is more readable? Example on the visual here. exemple of statement ... https://help.zoho.com/portal/en/community/topic/what-s-new-in-zoho-invoice-march-2017 Thank youHow to show a project name in the header an Retainer Invoice?
I see that from the Project module one can create Estimates, Invoices, and Retainer Invoices and they are associated with that project. Great! But, if I create a Retainer Invoice this way the Project Name appears outside of the actual invoice, not listed in the header (as it is with Estimates and Invoices). Is there a way to list the Project Name in the header of a Retainer Invoice without having to manually type it in?Please add date sort to Expenses during Invoice creation
Zoho, Time on a project is delivered to the invoice in date order (as opposed to entry sequence - which was changed about 2 years ago) - why can't we have the same thing for expenses? I enter expenses as I have them - sometimes, my expense information isn't available until the end of the month - for expenses earlier in the month. The invoice shows these expense items in the order they were entered, regardless of date. I know I can move them and re-order in the invoice - that's what I'm doingLink location to make a payment
Does any one know the link to make a payment to increase space? Please send. I cannot upload anymore documents and need to immediately. But, I cannot find portal to make a payment to purchase on Zoho. msoler@executiveworkforce.com. Thank you, MikeHow to remove empty placeholders on an Invoice?
Hello, On Zoho Invoices in Contacts' Billing Adress we have a few placeholders for different address lines, however not every contact has every single address line filled out (eg for somebody 'state' might be empty), and when we create an invoice for such contact we get empty lines (where the placeholders should be, but they are empty) in between of other placeholders. Is there a way to remove empty line of an empty placeholder on the invoices?Estimate Help
Hi can someone please advise me if it is possible to have only a sub total, GST and total at the bottom of an estimate? I do not want prices showing up along side item & description and would just like the total figures at the bottom. Thank YouDifferent Logos for one organisation on invoice
Hi, is it possible to place on my invoices diferente logos? We work in informatics and snacks, but with the same company. So it would be very helpful to create invoice templates with diferente logos. Or is there any trick to achieve this? thanks and regards from spain, MartinCan't sent .dwg files as attchement anymore with invoice
Hi, i can't sent .dwg files anymore when i sent a invoice, i get the message "File types with extension dwg are not supported". But from begin this year untill now i was able to! so why it changed? and is there a way to fix this so i don't have to go toi my email client to sent my invoices? Regards JosCreate a task in Z-Desk from Z-Invoice via a webhook ? [SOLVED TWICE]
Hello everyone, I'm not a coder or dev. So, sorry if my question sounds weird. Is it currently possible to do such an action with Zoho Invoice ? I just read that Zoho Invoice stops supporting XML in API for more than a year now. Since yesterday, Zoho Invoice API documentation is a 403 forbidden page "Getting Started" apart. Thanks for help. CheersMerging zoho components?
We set up a free Zoho invoice module about a year ago and added the free website module not long afterwards. Since this worked out so nicely for our purpose, we decided to set up a Zoho account using our own domain name so we could add email and ultimately port our whole website to Zoho, whose features are more advanced for a better price. The older account's primary email was with a common email provider, but not with gmail. We cannot change either the primary email address in the old account toA way to Invoice Copier Cost per page contracts
I am trying to work out if we can use Zoho Invoice to Bill Photocopiers Contracts. Each Contract may be simlar to a project. Any Advice or help would be appreciated. Our contracts are based around charging the client for the number of prints / copies and scans that have been done on a particular machine. This information is attained from meters on the device that is collated into a csv. Plus some other standard recurring charges. So at its simplest level a machine will have a start meter readingWhat's New in Zoho Invoice - February 2017
Every day we get lots of great feedback from our Customers. So this February, all we wanted to say is we love you too! And to celebrate your fabulousness, we have added a bunch of slick new features to Zoho Invoice. So, buckle up and read on What's New this February 2017. 1.Introducing Zoho Checkout Our newest addition to the Zoho Finance suite, Zoho Checkout, provides businesses an easy way to accept online payments. Add a touch of your company’s brand and style to your payment pages, and shareUnable to filter Timesheet entries
Hi, In the All Timesheet page, you can choose to filter your entries by selecting a different status in the "View By" drop-down: However, lately, this option keeps producing an error whenever the filter is changed to anything other than "All": I believe the culprit appears in the resulting route (URL) when the change is made. You can see in the address bar that the filter_by parameter is changed to Status.Unbilled%2Cundefined. I assume the undefined has no business being there at all: Let me knowExpenses in Invoices not sorting correctly
Hi, Years ago, timesheet entries would appear on an invoice in ID order - so they would show up in the order they were entered, not necessarily in chronological order. This required a re-shuffling of the entries manually to make the invoice coherent for the customer. This was fixed some time ago. At the time (looking back through the forum), it was said that expenses would also appear in date order. That is not what's happening for me. Expenses are appearing in ID order, requiring a manual adjustmentzoho giving 414 error
I am using coldfusion to post a code to the Zoho Invoice API So far so good, if i send a very Long Data in JSONString it throws me 414 error: Here is the code which i am using <cfhttp method="post" url="https://books.zoho.com/api/v3/invoices?authtoken=#token#&organization_id=#structurl.organization_id#&JSONString=#arguments.jsondata#"> <cfhttpparam type="header" name="Content-Type" value="application/json"> </cfhttp> this way: it gives 414 error, if i try to pass JSONString in body without givingDiscount for payment by check/cash
I am a month into using Zoho Invoice now. I linked payments to my Paypal account as a nice option for my clients to pay me more quickly. I was not prepared to see how much 2.9% + .30 was adding up. What I want to do is factor this fee into my rate but provide a discounted rate if they are paying by check or cash. I understand that you can do discounts on a per invoice level but can you provide a more automated method where the client understands what the discounted fee will be should they chooseGET ZOHO INVOICE ID TO FIELDS IN ZOHO CREATOR BY API
Hi, Good morning.I have used API in zoho creator to create contacts and invoice in zoho invoice.Can I able to get invoice id from zoho invoice by using unique fields in creator(ID in creator,email id,mobile number)?I also need to store that invoice Id in any one of the fields in creator. Kindly assist me. Thank youTemplates with a Twist!
The holiday season is at our doorstep and to add to the feel of the festive season, Zoho Invoice presents invoice templates with a twist. These templates with holiday themed background will make your already personalized invoices even better. To give your invoices a festive feel, go to Settings> Templates> Edit> Header and Document Information> Header> Background Image> Choose from Gallery, and choose the background that best suits your style. For a more detailed view of your holiday themed backgrounds,Mileage Expense Tracking
Is there any possibility of creating quantity and unit price for the expense module? Today we have to modify each line of the invoice to change te default quantity from 1.0 toth enumber of miles - and then change the unit price tot he price/mile allowed. We need to report mileage logs to the government in order to claim back the car expenses. This would be a major enhancement to the invoicing application.Generate invoices for a membership site. How to handle the advanced payment
Hallo, I'm try to handle this scenario: - I have a membership site where readers can access after they pay the subscription feed with PayPal. This is handled by my membership software. - Once a week I import the new customer data in Zoho Invoice and send the invoices (in the future I'll do that with API, but it's another story) - Since the client has a already sent his payment I want to make it clear and evident on the invoice. The only way I can think is to add a Custom Payment Term that says somethingBetter treatment of advance payments and "bulk" payments needed
Hi, There are two situations that are not handled well in Zoho Invoice and I hope that at some point the functionality might be improved. 1) I receive, say, a USD 2,000 advance from a customer, which I will use to pay future invoices. I can't issue an invoice for the received amount, because that would be an incorrect accounting practice. I need to be able to apply that payment as a cash balance on the clients account and then offset it against the invoices as I issue them. The only way thatError 1002 Creating Invoice
While creating invoice I am passing the basic required parameters but I am getting 1002 Contact does not exist. as error in response. Can anybody please tell what might be the issue? Passing following json "{'customer_id':557604000000039040,'line_items':[{'name':'TV Guide','rate':5,'quantity':1,'item_total':5}]}"Suggestions for Deposts using Zoho Invoice
Hi there, Does anyone have any suggestions on how we can incorporate the collection of deposits using Zoho invoice? We are a language school and require a deposit of 30% to secure a place on our courses. However, when using Zoho invoice it only allows me to send an invoice/request payment for the full amount (cant change the amount in the check-out procedure). Anyone have any ideas for this? BrocRound off ledger addition during invoice making
I am not able to link up round off ledger during invoice creation to adjust decimal figureZoho Invoice Integrates with GoCardless
Hey everyone, We are more than excited to announce that Zoho Invoice is integrated with GoCardless to provide Direct Debit experience to our customers in UK. Direct Debit? Tell me about it. Direct Debit is a way of collecting payments that puts you directly in charge of your cash flow. Whether it's a recurring invoice or a one-off invoice, your customers can authorise you to collect money directly from their bank account whenever the invoice is due, which means you always get paid on time. DirectNo date column on invoices
Why do all of the invoice templates have numbers in the first column, and none has a date column? The item numbers are useless to me, but at least I can delete them. The lack of the ability to specify a date of service for a particular project or task is mind-boggling. I feel like that should be in bold type somewhere ("Cannot put a task date on invoice") on the main page, and I could have saved my time and moved onto another software provider. Yes, it's free, but my time isn't. Also, all of theRecurring Invoice or Payment Reminder
I have many clients that make monthly partial payments until paid in full. We want to remind them of their monthly payment without having to manually send them an invoice or automatically doing a Paypal charge. Is there a way to set up the invoice to automatically go theme every month. I set up recurring invoice, but I have a feeling that it is going to automatically charge them instead of just reminding them to pay.Get total invoices for organization
I want to get total number of records and pages for the invoices under and organization via API. I can see this in Invoice Section but how can I get this via API. Looking forward to your responses. ThanksHide Invoice Custom Fields in Document Information
Hello! Im trying to work on ZOHO Invoice Template From BOOKS, please help me information on how to hide Invoice Custom Fields in Document Information section on Top Right side where the list Invoice No & Date... Thanks in Advance CanACH AND CREDIT CARD HELP!
HELLO, I've posted before but never got a response. Is it possible to only offer ACH payments through the customer portal or online invoicing system? I do not want to allow credit cards, only ACH. Thanks!Upload time sheet from csv
Is it possible to upload in Zoho Invoice a time sheet from a CSV file?Auto Roundoff Invoices to nearest Rupee
Kindly enable this. Very small thing but greatly efficient.email address issue
Hi, I have a contact in invoice where the details of the person has their email but in the contact list there is no email. If I try and edit the contact to add an email into the blank email field then I get a message telling me I need to use a unique email address. I have to add their email each time I generate an invoice. Any thoughts or can someone try and edit the contact? ThanksNext Page
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Charting the 2025 Voyage: Zoho Invoice's Year in Review
2025 has been a year of progress, productivity, and purposeful growth for Zoho Invoice. From expanding into new regions to refining everyday workflows, each update was designed to help businesses stay compliant, get paid faster, and work with confidence.Zoho Invoice Now Supports VeriFactu for Businesses in Spain
Starting from January 1, 2026, Spain requires real-time invoice reporting for all B2B transactions. From July 2026, this requirement will extend to B2C transactions as well. All reporting must be carried out through the VeriFactu to AEAT (Agencia EstatalWhat's New in Zoho Invoice | July - September 2025
Hello everyone! We’re back with the latest updates and enhancements we’ve rolled out in Zoho Invoice from July to September 2025. Here’s what’s new this quarter: Introducing the Singapore Edition in Zoho Invoice Share Invoices through WhatsApp GST 2.0Coming Soon in Zoho Invoice: Send Invoices Instantly via WhatsApp
We're working on bringing a new level of convenience to your invoicing experience. Introducing a much-requested feature in Zoho Invoice: You can now share invoices directly to your customers via WhatsApp! With this new option, you can: Share invoicesWhat's New in Zoho Invoice | April - June 2025
Hello everyone! We're excited to share the latest feature updates and enhancements we've made to Zoho Invoice from April to June 2025. In this, you will learn more about the following features: New Integrations via Zoho Marketplace Add Images to Email
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Analytics <-> Invoice Connection DELETED by Zoho
Hi All, I am reaching out today because of a big issue we have at the moment with Zoho Analytics and Zoho Invoice. Our organization relies on Zoho Analytics for most of our reporting (operationnal teams). A few days ago we observed a sync issue with theI can't add a new customer in Zoho invoice? Anyone had this issue before?
Ive been using Zoho invoice for over 6 years. Today I wanted to add a new customer to send an invoice to but it doesn't save when I try to access it from the pulldown menu when you go to send a new invoice.
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Charting the 2025 Voyage: Zoho Invoice's Year in Review
2025 has been a year of progress, productivity, and purposeful growth for Zoho Invoice. From expanding into new regions to refining everyday workflows, each update was designed to help businesses stay compliant, get paid faster, and work with confidence.Zoho Invoice Will Soon Discontinue Support for Older Browser Versions
Hello users, Starting from May 15, 2024, Zoho Invoice will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older thanZoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,How to maintain steady cash flow during the COVID-19 crisis using Zoho Invoice
Dear customers, I hope this finds you and your loved ones in good health. As we are witnessing, the COVID-19 pandemic has started taking a toll on businesses of all types. Here are some useful tips that could help you streamline your invoicing and AR processes to keep your business healthy. 1. Communicate clearly with your customers: During this period, transparent communication with customers is a necessity. A lot of businesses have started displaying messages on their home pages, explaining theirIntroducing: Digital signature for estimates and invoices
Dear customers, We are pleased to announce that the much awaited Zoho Invoice - Zoho Sign integration is live! You can now sign your estimates and invoices before emailing it to your customers. Also, you can have them sign your estimates while accepting it. Here is our help document to help you get started: https://www.zoho.com/invoice/help/integrations/sign-integration.html Note: This feature is available across all editions of Zoho Invoice except the Indian edition. Out of all the feature requests
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