Retainer rollover hours
It's hard to break down billable hours to exactly the amount of the specified retainer invoiced. Can you have hours roll over under time sheet for new retainer invoices?profit calculation
Can this be done in Zoho Invoice as well? In CRM with a little script you can calulate with a little formula the profit on a opportunity. It would be great to calulate profit made on sold items invoiced by Zoho Invoice. Fe. using list and purchase price of the Products module out of CRM Let me know Jean-Paul Damen INTERNET OVERAL The Netherlands Zoho Alliance PartnerCountry list specific option/table in the Contact details page needed
It is important to have a country specific option/table in the Contact details page. We to be sure that the organizations we work with enter always the same value ( ej.UK) and they have not the posibility of enter other posibilities ( ej, United kingdom, GB , Great Britain and so on). It is important for two reasons: 1. We need to follow the sales to other countries. I need to filter and categorize. 2. Calculation of taxes. I am based in Spain and the VAT will be different if: a) I am invoicingDownloading innvoices into zoho books
Hi there! Mi name is Ignacio. I´ve been doing a resarch on this app (wich by the way i´ve got very few knowledge about its tools and ways of using it), and i´d like to know if there is any posibility to download some innvoices (recieved from other servicies) into some place here in zoho books. What i am looking for is to have, through zoho books, a folder o something that could help me to organize all my innvoices (the ones i recieve and the ones i make through zoho books). Please, if i´m not beeingSkrill integration
Are there any plans for having Skrill integrated into Zoho Invoices?progress biling
Hi We are currently evaluating the Zoho Suite (CRM, invoice, projects,...) as our main tool to administrate our business. We are working with progress biling, first-, secound- and third payment. This is a feature we must have. How can we setup the invoice for that? ThxZoho Invoice - New Invoice - Customer Search - dropdown list does not user friendly
Current situation: - customer calls and wants to place a new order (on our end we would create the invoice) - you go to INVOICES / CREATE NEW INVOICE - the customer gives his name (sometimes his first name, sometimes his last name) - when entering the name in CUSTOMER NAME, the app filters the contacts as per the first letters typed Problem: - one in two times the desired entries do not show up in the drop down because the system filters them by the first digits. If a salutation has been entered,sales person
Hi, as far as I can understand I can associate a contract with monthly invoicing to a sales person. Is it possible to automatically pay to the sales person a percentage of the invoice associated to him? In other words let's assume that John is a sales person that closed a contract that cost to the Customer Jack 100$/month. I need to understand if I can automatically invoice Jack 100$/month and pay 10% (10$) to Jack. tks, pippoPaying recurring invoices in advance
Is there a way for a customer to pay an open invoice and pay in advance fully or patially his next recurring invoice, even though it hasn't been created by the system?wrong sales by article report
why on my "sales by article" Report i see (let's say) a 30k when in the Dashboard the "total sales" value is like 60k? I think that the report of sales by article feature is bugged because the total sales value is correct. Or maybe i am missing something?Roles and Users - Other users see pay rate
Hello Zoho Invoice, When using the time tracking feature does each user have access to the other users' pay rate? When you click on a project, and view the content by User the pay rate is listed. Do the other users see this as well? If so, how do you prevent this? Thanks, TeresaContact name and customer name keep changing
Hello, I am using Zoho Invoice. When I add a new contact in Zoho Invoice, I specify the person's first and second names, and then I specify the company name. I want the company name to be the Contact Display Name, so I choose Company Name. But when I raise a new invoice, for some reason the Contact Display Name has changed to show the first and second name of the person, instead of the Company Name. I always have to change it back to the Company Name so that the Company Name is the Contact DisplayBilling a fixed cost project in chunks
Hello, I have a fixed cost project that I would like to bill in chunks -- 1/3 when the concept is approved, 1/3 after the first draft and 1/3 when the project is complete. I can create an invoice and where it shows 1 hour, I can replace it with .333333 hours. But it will not give me a nice round number. So for example if my project is $6,600, I would like the first invoice to be $2,200. But instead it comes out to $2,199.98. How can I fix this?No TERMS, just due date
Hi Just like the heading says I want to just have a DUE DATE and NO payment terms, that is no 7 days, 14 days, due on receipt etc. Is that possible? thanks Steve :DWhy is changing the currency of a contact not allowed?
My contacts in ZOHO Invoice come from ZOHO CRM automatically. Some of the accounts in CRM have the currency set to EUR, while others to HUF. When trying to edit the contact in ZOHO Invoice, the currency field is disabled for one account, but enabled for another. What is the rule, why is the currency disabled in some cases?Calculate tax on receipts as well as sales
Hi Zoho! Just started using the service and have 5 invoices outstanding now. Very easy to use and I like the reports. However, one thing I noticed on the reports is that period sales tax amounts are calculated using the date on which the invoice is raised. This is a problem for me, since the sales tax I must return to the Government is based on date of receipt, not date of invoice. I do this on a quarterly basis, which means I sum all of my receipts for the quarter and then return any sales tax IIs there Purchase Order & Delivery Order function?
Is there Purchase Order & Delivery Order function in Zoho?http://emkybulb.zohosites.com/log-in1.html
how to setup zoho pay per click on a websiteThe following place holders were not replaced in this message: %C3%
Starting from today, I cannot send invoices by email directly. error: The following place holders were not replaced in this message: %C3% Please help ASAP!! MarianoAutomating emails by updating a contact
With all the new automation features, I am wondering if there is any way to automate a bunch of emails going out whenever contact details are updated. Specifically, we would like to be able to email 5 of our predetermined subcontractors whenever a specific custom field is updated for any of the contacts in our database. Is that possible? VladAccessing own subscription invoices
Hi, I recently downgraded my account from paid to free. Is it possible to access my past subscription invoices? I used to get it from here: https://store.zoho.com/html/store/mytransaction.html but it says I haven't made any purchases. Thanks, MelHow to add our company name in delivery note
am unable to add our company in delivery notes.kindly helpClient Portal shows my Contact Name in Lower Case Format
When a client signs into the Client Portal, they see my company's contact details on the Home page. In that section, it shows by personal name in lowercase format as "larry" instead of "Larry". How do I get it to show up in proper case?Sub-Categories for Expenses
It would be useful to be able to create sub-categories in expenses. So that you could group things at multiple levels.Add inventory management in Zoho Invoice
Hi, We have been using Zoho CRM entreprise and Zoho Invoice in our organisation for more than 2 years. From the beggining we use zoho Invoice to invoice our client. We do not use the invoice function of ZOHO CRM. Because making estimates and invoice in Zoho CRM is painful and counter intuitive compared to Zoho Invoice. We have been asking for the following improvment for 2 years. 1/ Would you please add inventory management in Zoho Invoice for Items ? (I notice they will be a new version) Or 2/Invoice notification emails not arriving with clients
Good afternoon, Over the last few weeks we've noticed that our invoice notification emails are very often not arriving with our clients. Nothing has changed at our end in terms of the email from address or the email content. The emails have always included the invoice as a pdf attachment and the long link to the online invoice so not sure why this has just started happening. I've asked clients to check their spam/junk folders too. In some cases they find the emails there, but in other cases theZOHO Invoice receivables sorting
You have many options for sorting in the receiving reports section and even allow for columns to be un-hidden so we can see the customer last name. However, I can't sort by last name when the column is un-hidden. It seems a bit redundant for me to see my customer's last name twice if I can't arrange the way in which to view by last name. I really, really need the ability to sort by whatever columns are shown and as soon as possible.Assign recurring expense to client *and* project
I have recurring expenses that fall under different projects for the same client. When I set up the recurring expense, there is no way to select the project, just the client ("Customer Name"). Then when I invoice I have to manually select the project for each expense, which somewhat defeats the time-savings of setting up recurring expenses. Is there a setting that allows me to point recurring expenses to specific projects when they are first created? Thanks!Modulos Invoice e Ibooks
Estoy usando ZOHO CRM hace algún tiempo y ahora empece a configurar INVOICE y BOOKS pero tengo dos organizaciones, pude crear la segunda en IBOOKS pero no se como replicar esta organización en INVOICE, cuando trato de crearla me dice que ya existe y no me deja. ¿Como se sincronizan entonces? Que estaré haciendo mal? Saludos MarioTemplate personalizzation and double enumeration
Hi, Is it possible to create two enumeration with two different prefix automatically ? Example: let's that my company do both consulting service and development service. I would like to have two enumeration like: CONS-0001 & DEVE-0001 Then I tried to use a tax with negative percentage (see: http://blogs.zoho.com/general/support-for-pre-paid-taxes-in-zoho-invoice ) Is it possible to have this output: Subtotal: 1000 VAT: 200 Total: 1200 ----- Pre-paid tax: -200 Amount to pay: 1000 ?? And the lastEmail when bulk sending Invoices
We often would like to bulk it would be great to be able to add additional recipients to a CC.[HELP] Zoho invoice separate taxes field - Zapier Integration
Hi, i have started using Zoho invoice with Zapier. My problem is that I want to add automatique taxes amount from a Stripe payment tool, SnappyCheckout Can you help me to find my Tax id from Snappy CHeckout so that all my created Invoice have taxes already entered. Thanks.how to change email address
HI, i need to change the email id of the customer. but don't see any options to do that.Integrate Invoice with ZOHO-Project
How can i integrate Invoice with Timesheet inside Zoho-project?Delete Online Payment Page AFTER Sent Invoice
Hello, After sending an invoice, is it possible to disable/remove the online payment page? Scenario: Invoice is sent to client via email with online payment link, they click the link and pay the invoice/download a copy for themselves, I now disable the link but keep the invoice and payments in my records. I ask because I'd like to keep the invoice and payment records, but I don't want the invoice to still be available via the online link. I know I could delete the invoice and payments, then createWhat is the best way to offer discounts?
I would like to offer discount categories to my customers. For example, I would like to offer a neighbor to neighbor discount of 25% for local residents. I understand I can do this through setting up price lists but what I found is that upon assigning a price list when creating an invoice, the invoice item only lists the discounted price. I would like to have the original un-discounted price listed. then show a discount line with the name of the discount and the discount amount. for example:Timesheet in Days/Markup/Details on next page
Hello, 1) Is it possible to create option for timesheet in days? We have customers who we normally bill in days. If we were to present the basis for our billing in hours,this may begin to give them ideas that they could potentially pay for less than a day. This begins to complicate things for us and we would rather present the basis for our billing in days 2) I have seen a post and a response on marking up items on the forum. I have tried to use the modified template as suggested but not sure ifCan I trigger invoices to be auto created when closing a potential ONLY for specific accounts?
Hi! I understand that I can turn on the trigger for Zoho invoice to auto create an invoice when a potential is marked as closed won in CRM, my question is, can I have this triggered to be applied to only a few selected accounts? Right now every time a potential is closed, there's an invoice created, 95% of these invoices are useless to me, I only need a few selected accounts to have this trigger. Thank you!Zoho CRM Invoicing
Hi, We are new in Zoho and we need help on the invoicing process. Would you have a video tutorial for creating invoices and managing them? Thanks Nikky G.Import Invoices with price lists
Is it possible to import invoices from a CSV file and be able to extract the description and item price from the price lists attached to each contact?Next Page
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Announcements
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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