Adding Percentage Fees to Invoice
Is there a way to add a percentage fee to the invoices? Such as a service fee or processing fee of 20% and 35, respectively, of the subtotal that would add to the total the same way the discount percentage subtracts?
Is it possible to add a field for Tips to the invoice?
I'm wondering if it's possible to add a field to the invoice for the customer to add on to the requested payment, like a tip for example? Thanks!
Round off - adjustment of invoices
According to Italian tax law the amount of taxes must be rounded off. When the total is xx.5 or less, you must round off to xx (no decimal) When the total is xx.6 or more, you must round off to xx plus 1 e.g. 1) total 100.50 you must round off to 100 2) total 100.60 you must round off to 101 Any solution, please Thanks
Markup expenses on a project
How do I markup project expenses such as printing, etc?
Getting ZOHO Invoice certified in Portugal?
Hello, We are ZOHO partners in Portugal and here, all the invoice software has to be certified by the government and ZOHO Invoice still isn´t certified. Any plans? Btw, we can help on this process, since we have a client that knows how to get the software certified. Thank you.
When will ZOHO invoice offline be available?
Basic features like creating/editing invoices and recording payment should be available offline with the ability to sync with the cloud when the program is back online. We should have the ability to do simple data entry in the program, it doesn't require
Advanced Customization Options in Templates
Hello everyone! This update is all about transaction templates. We've brought in advanced customization features that will help you create and send truly professional invoices, with a bit of festival cheer. Keep reading to learn more about the advanced
Round time to nearest 15 minutes, half hour, or hour?
Hello, So far I'm very pleased with Zoho invoice. I freelance so most of my work is hourly. In order to make things cleaner for myself and for my clients, I was wondering if there is a way to round the time to the nearest quarter hour, half hour, or hour. So if I log 2.73 hours with the timer, it would round it to 2.75 on the invoice if I choose it to round to the nearest quarter hour, or 3.00 if I choose to round to the nearest hour, etc. Thank you.
What's New in Zoho Invoice - December 2022
Hello everyone! This month, we bring you feature enhancements and some interesting iOS app updates. Here's what's new in December: Customize Reports with Multiple Parameters Customize reports based on multiple parameters by adding up to 3 parameters in
Multiple Estimates in one Invoice
Is there a way to group a bunch of Estimates into a single Invoice? For instance, I have EST-1 with a 3 USD of a service fee, EST-2 with 5 USD and EST-3 with 4 USD, all belonging to the same customer. I would love to turn each Estimate on a item line of a one single invoice for a total of 12 USD. Thanks!
Zoho invoice -> Accounting system
Hello All. So I have been using Quickbooks Desktop forever. I setup Zoho Invoice and have been processing a few invoices and it works well. Now I am wondering what others do for the accounting system integration. To me Zoho Invoice and other invoicing
Pdf print 2 page
All , i am new in zoho i try to download invoice but its showing me 2 pages invoice as i attached also stamp and signature but invoice is not that big long then why its convert in 2 page after downloading in pdf
Emails showing HTML code when being sent via API
When I try to email an invoice to a customer using the Zoho Invoice API, the customer sees a bunch of html code beneath the subject line (in the message preview). Please refer to the following screenshot taken from my iPhone's native Mail application:
Convenience Fees
I use Zoho Invoice for invoicing my billboard customers. I have a few customers that want to pay using credit cards and ACH. As a result, I have integrated an Online Payment Gateway (Stripe) for these customers. I currently charge these customers a "Convenience Fee" of 3% for using this service as I typically only take checks as payment (and the gateway charges 2.9% + $0.30 per transaction). I do this by creating a separate line item on the invoice and adding 3% to it. I would like to offer
Stripe integration questions
Hi, I am just integrating Stripe with Zoho Invoice so I haven't tested it yet. When a client clicks the link to pay online within the email, I assume the %InvoiceURL% goes to something that is connected to Stripe? Stripe offers ACH as of January 2016. When clicking the same pay online link, is the ACH option there along with the various credit cards that Stripe accepts? Thanks, Helen
TIPS AND TRICKS #10 - Displaying timesheet details on invoices
Businesses that log time for projects, and invoice customers for the logged hours will need to display Timesheet Notes and Timesheet Start & End Time on invoices. By following this tip, you will be able to display the timesheet notes and timesheet history
TIPS AND TRICKS #9 - Displaying different bank details on invoices
Most businesses will have customers from foreign countries. In that case, you might need to display different bank account details in their invoices. With a few simple steps, you can easily create a new template with the necessary bank details and associate
Removing Fields
Hi Is it possible to remove fields. e.g. we don't need a "Quantity" nor "Rate" as we don't deal really deal with item products nor charge on a time and material basis. Thanks Eugin
Invoice API Feature: method for "updated since date"
In my application and, I would think, in those of most other developers, I the developer have no use for getting all of the invoices (or customers or items or payments made, etc.) after the first time. Too much data exchange. Just give me what has changed since I last checked. I suggest creating a GET method something like https://invoice.zoho.com/api/[invoices]/modified-after/ where one of the parameters is a time stamp string (i.e. yyyy-mm-dd hh:ii:ss). The response would list all [invoiced] modified
TIPS AND TRICKS #8 - Collecting online payments for multiple invoices at once
Sometimes your clients will have multiple invoices due and it will be a hassle for them to get all the invoices in order to pay online. With the tips mentioned below your clients will be able to pay for multiple invoices at once online. How does it work?
Is multiple invoice e-mailing possible?
I wonder if following is possible: When you are in the invoice view, assume you have five invoices to five different customers that are pending (you have just created them, but not sent them away yet by email.) To the left of every invoice in the overview list, you can tick a box. Is it possible to check these boxes for the five invoices and have them sent away by email to each customer with one command? Look forward to hear your response on this question.
TIPS AND TRICKS #7 - Currency formats
Currencies displayed in transactions in Zoho Invoice will have a specific format. This format can be changed as per the user preference in a few simple steps. How does it work? ♦ Navigate to Settings >> Currencies. ♦ Select the currency for which you
Total Sales and Base Currency Compared to Receipts.
Hi, I'm extremely confused about how currency conversion is happening. I'm inputting/importing invoice in dollars to the invoice application. I'm applying a payment on the date the invoices were raised on another marketplace application I work through
TIPS AND TRICKS #5 - Recording Multiple Invoice Payments and Storing Credits
There might be situations when your customer pays for all their due invoices using any offline payment method. In addition to that, they might also pay an advance amount for their future invoice(s). It will be a hassle to open each invoice and record
Zoho Invoice for developers
Hey developers, We understand that your projects involve a lot of work, from coding to maintaining large, complex frameworks. But in addition to this, a freelance developer also needs to take care of one's business. Negotiating quotes, managing customer
TIPS AND TRICKS #4 - Dashboard Tips
The importance of a comprehensive Account Receivables dashboard can’t be overstated. Zoho Invoice offers an insightful dashboard that gives you a clear picture of your company’s finances, key performance indicators and real-time summarized AR data. Let’s
Display timesheets entries used for a given Invoice
All of our invoices are based on Projects & timesheets. Once an invoice has been created, how can I see all the timesheet entries that made up that invoice? If I use the current Timesheet view, it only shows Invoice numbers when I hover over a timesheet
Track Time In Zoho Projects or Invoices?
Correct me if I'm mistaken, but Zoho Invoices doesn't sync time sheets with Projects, does it? That is to say, if I track some time in Projects I can't see those entries within "Time Tracking" in Invoices. And if I track some time in Invoices those entries aren't available to me within Projects. Is this correct?
Time Tracking
I'm wondering if there's any 3rd party timers that would work with Zoho invoice. I find the zoho chrome timer to really be lacking. I'm always forgetting to stop it because it gets lost in all of my other windows. Even a solution like zapier or iftt might be good, but I can't figure out the best way to handle this.
Logging time within Time Tracking
At the moment I use the call logging feature of CRM to log time spent on clients work. Its nice to be able to start, stop and pause the timer and record how many hours I need to bill the client. Any chance of implementing this in Zoho Invoice's time tracking feature The same interface as CRM would be great or a simple start/stop/pause/restart timer.
TIPS AND TRICKS #3- Item Header and Bulk Add
When creating a sales invoice, you may want to divide the line items into several groups or categories and send it as a PDF file to customers. By including headers while adding the items to your invoice, you can separate the list of items into as many
TIPS AND TRICKS #2: Report with details on invoices created from Recurring invoices.
If you are a business who bills customers recurrently, you might want to see all the child invoices that are generated for all recurring profiles over a specific period. This simple trick in the Invoice Details Report can help you with that. Here's
Error in Create Invocie:Invalid Element product_type
Hi , This IS Rameshbabu i have One Account in Zoho book.I am Using US and Uk Organization .US Organization is working Fine.But Uk OrganizationShowing This Error Error in Create Invocie:Invalid Element product_type. Kindly Help What is Issue.Please give me Reply ASAP
Email Templates Urls/Hyperlinks
I am trying to update my email template when sending out invoices so that there's multiple URL links within the email. I see when sending an email I can insert a URL, but that just adds the url as text and doesn't provide me to name the link, so the email
I don't want my taxes to be inclusive
I am just starting with Zoho Invoice. I add a line item like so... But this is reducing my fee by the taxable amount and I don't want that to happen. I want the total to be 192.67. This seems very basic. I want the line item to be tax exclusive not inclusive
Percentage deposit on invoice
I want to make invoices that have a field below subtotal (or anywhere near that) that shows a 25% deposit that needs to be paid. This should be an automatically calculated field (25% of subtotal); retainer invoices don't work because it does not allow to calculate a percentage of the invoice. Is this possible? Another option would be to be able to add the 25% amount in the email and not on the invoice. Key is that it should be calculated, no manual entry.
Creating Different Invoice Number Prefix
As a company with multiple products, we differentiate the prefix for each product's invoice. A customer may have multiple products, but we do not send a single invoice. Is it possible to create different templates and assign different prefix values based on the selection?
Placeholder for Item
Hi Could someone please advise what the placeholder is for Item on email templates. Thanks!
Invoice an upcoming subscription renewal in Advance
How can I auto create and send an invoice for an upcoming subscription renewal in advance. Eg: Subscription stars on 1-Feb-2017, but I would like the invoice to a sent to the customer on 1-Jan-2017. (30 days in advance).
Partial Invoice
Is it possible to invoice for a given percentage of an estimate, or estimated item? Preferably different percentages of each estimated line item?
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