No 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 the
Recurring 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. Thanks
Hide 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 Can
ACH 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? Thanks
Bi-weekly recurring invoice
Hi, thank you for the great service. I use it to send out the invoices to the company I work for as contractor, but I have a problem. I must be able to send the invoices bi-weekly (the first of the month, and the 15 (or the next monday if the 15 is not a working day). This is common practice in USA so I wonder why this option isn't available. Am I missing something?
Change Edition to UK
Hello, We are changing ZOHO Invoice edition to UK. We created new organisation and now exporting all the details. Contacts and Items are done. We started with ESTIMATES but it doesn't allow us to import more than 1MB which is pain. The main issue we have is that Estimate status is not correct. Where it's status Invoiced, it changed to Draft. Is there any way we can exceed 1MB and makes Export/Import easier? Thank you
Shipping address
Can the label "Shipping Address" be changed to "Work carried out at" or something like that on the invoice template. I have just done a job for a new customer who owns quite a lot of property's that are let out, and it looks like I will be doing some more but it would be handy to be able to put the address of the property on the invoice. Also how many address can be saved. Jes
Possibility for using Price Lists but still showing the rebates/discounts on estimates?
Hi there, Is there a way, while using price lists with discounts set for some special clients to still have the discount of the price list appearing on the estimates so as for the client to have a vision of the commercial privilege he has been granted...? Thanks for any help on the matter
Status List
Is there a list of all the possible values of the Status field. I'm reading Invoice information in Creator. In most cases I only want to process a Status = 'paid' but I need to test for other values such as 'partially paid' or 'void'. A full list would help me know what values need to be handled.
Migrate estimate to project
Is there a way to move an estimate (with a paid retainer) to become a "project" where I can track time?
How do I record advance payment?
What is the correct way to record advanced payment received from customers? Some of my customers send several months rent payment in one check. I have used the Credit Note function, but this makes my reports not accurate. I have seen the older version ( http://www.youtube.com/watch?feature=player_embedded&v=ywkKMul7NSs) of this task but it does not work like this in new version. Please help.
US to EU Data Migration
Hi - due to EU laws, we need to transfer our data from US servers to EU servers. So far the response from Zoho has been: Open accounts with Zoho.eu Pay Back up data on Zoho.com Transfer Ask refund This is an awkward proceeds - especially the pay, ask a refund. For instance as a 3 year customer we have a large file structure on Doc - no advice given as to how to replicate this.
Allow login-less invoice payments when portal is active
Hi, with portal not active, emailed invoices can simply be click-and-pay directly from the emailed invoice. No login is required. however, when the portal is enabled, the link in the invoice now requires to login. This seems like a step backwards, as it can now take longer to effet payment by clients (cannot find password/lost password etc) Payment is also not necessarily done by the same person(s) that actually access the portal. It will be better to allow the option, with portal enabled, to still
Zoho Invoice trail a disaster before it even gets going
We have just decided ot trial Zoho based on its excellent reviews it has received as we need a new invoicing tool to replace the now broken Invoice2go, and it's even worse!!. No matter what we do to change the design of our new invoice we get the error message "Requested version change is not permitted"....Six of us had fiddled with it and changed anything we feel may cause this error message but we've done everything perfectly....and even if we hadn't...what sort of error message is that to send
customer view recurring invoice which is automatically charged
Hi, I understand that a customer portal will only show invoices after they have been generated. If I have a customer with recurring invoices that will be charged automatically, there is no way to allow them to see what amount will be charged and when it will be charged before it happens. No email can be generated as a reminder. No view of the invoice upcoming in the portal. Is there another way to let a customer know of their upcoming charge? Thanks, Helen
Create, Charge and Send Invoices question
I send out recurring invoices monthly for 3 different services. I have Zoho invoices send me a draft before it gets sent to the client. I do this because I use different email templates according to the service i'm billing. I always have to select the email template from the dropdown because the default one is always selected. My question is if I set the Recurring Invoices option as "Create, Charge and Send Invoices", will it always use the default email template? Charles
Imported invoices will not be mapped to an existing customer, instead a new customer is created (even if Customer Name field is populated correctly)
Hi, we are already using Zoho Invoices so we have already configured a bunch of contact/customers. Now we would like to import some old invoices that reference the already configured contact/customers. Unfortunately the importing system does not consider the Customer Name field as a key so a new customer/contact with the same name is being created for every import action we perform. Is there a way to import invoices that referrer to an existing customer? Thank you in advance Denis
Set Default Due Date
Is there a way to set the default due date for invoices? For example, every new invoice that is created is set to NET 15.
Confused about timesheets and billable hours
So I have a project set up, and I logged the time for three tasks: 20 min, 30 min, and 40 min. That's a total of 1:30. But the overview page of the project says I have 2 billable hours. I deleted all the time logs and reentered, but it still says 2 hours. I have no idea what to do next. Ideas? Thanks.
What programming language is Zoho?
I am just curious. Anyone knows in what programming language is zoho invoice developed?
How to remove 'Address State' field from Stripe form
Hi, I connected Stripe to Zoho Invoice State Address field is useless in France How to remove id ? Regards,
Invoice item name chosen is not compatible with the billing method chosen for this project
When trying to create an Invoice off of timesheet entries I get this message: Invoice item name chosen is not compatible with the billing method chosen for this project What does this mean, and how do I fix it? Thanks! -David
Error when adding new item
When trying to add a new item I'm getting an error saying "Invalid Element is _ taxable" and it will not save my new item. I have also tried to edit an already saved item and I get the same error.
Payment Template - Amount Outstanding
Hi There, A client recently paid a part payment for an invoice we sent them. When the invoice went over the required time for payment the customer rang me to say why they had been sent a reminder. To which I replied you made a part payment. Their response was "oh, we didn't spot that, can you make it more obvious next time?" Can we add "Amount Outstanding" on the Payment Template and if so how would one do it? Many thanks. Conrad
What's New in January
Check out what's new in Zoho Invoice for the month of January: Custom View: Enjoy the liberty of choosing, the view of your Invoice, Estimates, Credit Notes, Recurring Invoices and Retainer Invoices list. Say for example, out of all the invoices created, you might want to view the invoices that are due this week. With our custom view feature, you can categorize the invoice lists based on a criteria and display them in the order you require. Classify your data with ease. Allow timesheet staff to record
A recap of major features released in Zoho Invoice in 2016
This year, we have added a lot of new features and product enhancements to help you tackle your invoicing tasks better. Here is a look at some key features we had added this year. Get Feedback from Clients. Business is nothing without customers and it is necessary to keep them happy. Getting feedback from your customers lets you know whether they are happy. This is exactly why we introduced the feedback/rating feature. With this feature, your clients can rate your service and provide feedback through
Sales by Department
It would be helpful if we could breakdown our merchandise by a department so that we could run a report for the total of the specific department and not by item.
Custom Function Help
Basically what I am try to do is update the price list automatically. On invoice creation I want it to look to the custom field and if its value is one then set the price list to {1} I have a custom field in contacts Label: Price Band, Value: 0 - 6 but the bit im struggling with is I can't find the correct command to get the price list map in the invoice its not listed here https://www.zoho.com/invoice/help/settings/automation/custom-functions.html
Bank transfer or credit card free of charge
Hi everyone, Is there any service that can be used through Zoho Invoice offering the possibility to a client paying what he has to with his credit card or via bank transfer, free of charge ? Right now, my clients use the IBAN informations that I've incorporated in my invoice template (this solution is free of charge for them and me), but I wish to find something more user friendly; still free of charge. Thank you, Julien
Recurring roosters
I would love to have, recurring roosters. As many IT specialists we have customers with contracts that wil be billed 2 hours a month. This can be done with recurring invoicing bud then there's no way to see how many hours a specfic person (user) has made these hours. For instance Customer A gets billed 2 hours a month, these hours have to be on the user Dirk because he has to maintane this cutomer.
Internal Error while creating invoices via API
Hello, today I am experiencing issues in creating invoices via the API. Everything always worked just fine in past years so it is not a coding issue. Also, other calls to query customers and existing invoices are still working just fine. That said, this is how the XML I am sending to the API looks like (/invoices/create): <Invoice> <CustomerID>xxxxxxxxx</CustomerID> <PaymentsDue>15</PaymentsDue> <PaymentGateways> <PayPal>2</PayPal> <Braintree>true</Braintree> <Authorize.Net>false</Authorize.Net>
is there anyway to upgrade zoho invoice via debit card or net banking?
is there anyway to upgrade zoho invoice via debit card or net banking? i want to upgrade zoho invoice account.
What Location Is Snail Mail Sent From?
Hi. I just wanted to know what city and state the snail mail is sent from in the US. If the destination matters as to which location the snail mail will ship from, most of my customers will be in the Chicago, IL area. Thank you!
How do I set payment terms where I take payment in 30%-40%-30% as the project progress ?
Hi, I make a Invoice a project, and I take 30% in first payment, then 40% as the project progress and then 30%. This % may vary from project to project, and the dates also vary in between the payment times. So, how do I create Invoice for that ?
invoice template
I need the invoice template/layout as the attached pdf. I was not able to create one like that using your template customization. If someone can create one like that would be good. - kris
Invoicing from Projects - Add currency Selector
When invoicing from projects, user should have the ability to select the currency for the Rate being entered. I'm sure a lot of users would find this helpful, mainly when you want to integrate with Zoho Books, where you have a default currency, that's not always same currency you use for invoicing your clients.
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