Changing Quote fields/Layout/formula's
I am new to Zoho Enterprise version. I am changing parts of the layout of Quote.(Invoice) I removed and add some fields etc etc. .....working good. I am looking for the (Sum) formula of "Grandtotal" .. cannot find that,...where is that accessible/changeable. Also: I have listprice in Product, say 1000 but I need to add (with a formula? ) the freight per Unit (metric ton) Thanks for reply. WilliamLabor and Parts
My business itemizes both labor and parts in the same line item. There may be multiple line items too. Labor is not taxed, but parts are. Do you have any example invoices that would accommodate this? ThanksHow do I restore the invoice notification email template back to the original default?
How do I restore the invoice notification email template back to the original default? OR is there a place where I can get a copy of the default invoice notification template and recreate it?Link imported Invoice items to Price List
I have a large number of invoices to import and wish to use the price lists which are linked to specific contacts to pick up the different prices per contact. This is to avoid errors in the import file. How do I link the imported invoice item to a price list and an item on the price list. Many thanks GordonHow do I check if the recurring invoice "template" I have created lloks OK to send to the customer?
Hi, We just started using ZOHO Invoice and while we have figured out the general invoicing, we need to make sure that the recurring invoices that will go out at the end of the month looks OK. Is there any way (beyond issuing an invoice to myself tomorrow) to see what the end result will look like when it is received by the clients?How do I add a discount?
Hello, I have a custom invoice but I need to add a % discount to the invoice for one company. I have not been able to find how to do this. I know that I have seen it somewhere before but doesn't seem to be an option anymore. I want to show the original pricing and then show that we are giving them a discount. Please advise how to do this. Thank you. Jennifer WoodError when adding and item
Hello, I'm not able to add items - I get a small dialog box which looks to have the title "Error" (see attached). Sometimes it will create and item - but then I get the error when adding it to an invoice and various issues trying to save or edit an invoice. It's possibly related to Multi-Currency support, I originally setup the account in USD but wanted to invoice in AUD ... now if I go into the currency settings and try and change to AUD - I get the same "error". Any suggestions? Cheers HamishDue Date
My clients are confused by the date due format. Can I change that? If so how?Unable to configure zoho invoice/books app in my admin account
Today, I am facing issue to configure zoho invoice and books app Note : Zoho Service Communication (ZSC) Key Generated by following this article What i did : Login in CRM Click Setup Apps & Add-ons Click on Zoho Invoice/Zoho Books Two buttons display configure Zoho invoce and configure Zoho books After select any of them asking for email address and ZSC key Here is the issue, when i put my email and zsc key, it show the error Internal Process Error Please help me i m new in zoho, guide me if somethingTax
Since I am new this CRM, I am trying to figure out the invoice module. But So, I am wondering is there a way to automatically calculate sales tax when invoices are generated or is this not possible still? I am still testing the service and this is essential for me to continue trying this software. Need you help as soon as possible, please. ThanksReceivables Reports - Compare
I would like to be able to create a report that compares receivables; e.g. this month compared to last month, April of this year compared to April of last year, etc. Is this possible?eCheck with Authorize.net?
Hello, Is there an option to take a eCheck payment currently with Authorize.net through Zoho Invoicing? Thank You.Zoho Invoice ID in the system interface
Hi guys! Our service is integrated with Zoho Invoice via API and I have a suggestion to make our life easier. We use Zoho Invoice ID as a key to the identify a client in both systems. But there is no place in the system interface where we can get this Zoho Invoice ID except the browser URL string. Would be great if you could add Zoho Invoice ID to each contact in the web system interface as well as to the iOS version. And allowing to copy this number to the clipboard would be also a great help. Regards,Invoice with other email
Credenciales de Zoho CRM Correo electrónico un143580************id Clave ZSC de Zoho CRM ********************************* La Clave ZSC de Zoho CRM no es válida. - Actualizar las credencialesSubscription Downgrade invoices
Hi two years ago I updated my Zoho CRM to the "old professional" plan because I needed invoices addons, now I don't need to use it anymore so I am planning to downgrade to the free plan. I have two questions about it: First: What will happens to my previous invoices (the invoices I made until now)? Will they disappear and I won't be able to see or download them anymore? Second: If I take a decision, how can I downgrade to free plan? If I go to https://payments.zoho.com/html/store/mysubscription.htmlEarly Payment Discounts ?
Is there any way of applying early payment discounts ? If not is there any plan for this type of discount ? Many Thanks, AngusImport customers - accented characters are replaced by �
Hi, After importing my customers, all accented characters (like ë, é, ü,...) are replaced by �. I've tried UTF-8, UTF-16, ISO-8859-1 and ISO-859-2. UTF-16 doesn't work (almost nothing gets imported) and de ISO's just eliminate the special characters. Is this a bug or am I doing something wrong? Kind regards, Jan BuskensInvoices not being received?
I love this app, and the first time I sent out an invoice to a costumer it worked. But after that, the costumer no longer receives my invoices. I don't understand it. The email IS indeed types in correctly. How do I fix this?Product images
Many of our customers ask us to include product images in estimates. I think it would be a good idea.Invoice templare - remove parts because of company paper
Hi, I'm considering to start using ZOHO Invoicing but there's one thing that I need to be able to change first. I have pre printed paper with a header and footer that contain all the information about my company (address, account number, website,...). So I need to be able to remove this information from the template. I might also need to move the customers information a bit because I also have pre printed envelopes with a window where the customers address shows through. Is this possible? Kind regards,Import ZIP code
Hi, I'm switching to Zoho Invoice and I'm trying to import my customers. The only problem is that I don't find a field to map the ZIP code to. All the other fields are there. But ZIP code just is not in the list. Or is it maybe a problem in the Dutch version? I can't be the first one to have this problem. Kind regards, Jan Buskens.Is it possible to display sales values exclusive of tax and exclusive of credits?
Is it possible to display sales values exclusive of tax and exclusive of credits? At the moment I can only see totals with the * Sales value displayed is inclusive of tax and exclusive of credits. ThanksInvoicing Time-Based Work
Problem : when creating Time based invoices, no VAT is added to the individual lines. We need a VAT configuration on the project based prices like in articles. Otherwise when we invoice 100 time sheet lines, we need to go over the 100 lines of the invoice and enter the VAT for each line. This is unusable.Grrrr..... Sync questions
Google University isn't helping me and I'm sure this question has been asked a million times. Anything I find on google I'm assuming is from older versions because the options on my zoho don't correspond with any info I've found. Anyway... How do I sync Invoice and CRM so that I can add a customer in either or and then either manually sync them or have it auto sync? When I first fired up Invoice it did allow me to import my CRM contacts/profiles however I can't for the life of me figure out howAllowing customers to login and see their current statement & invoice history
Hi, I run a specialized website hosting system, and invoice my customers using Zoho Invoices. I'd like to have some kind in integeration between Zoho & my website system, so that my customers can see their invoice history & current statement. Ideally, I'd like my customers to be able to login to their website control panel; and see a list of their recent invoices & their statement - perhaps in an embedded iframe? Is this possible? Thanks DavidPossible to add categories to item list view?
Hi everyone, Is it possible to create categories within the Invoice list view? Essentially, I would like to have 2 folders just to add some organization. Each folder would contain the same items, but one would be the retail price and one would be the wholesale price. It's not essential, but would really help create some organization within our list of items. Right now, I just sort the list... Is this the best way to do it? Thanks, TeganCorrection for an invoice as separate document
I have a payed and completed invoice that contained an item that was incorrectly charged. Now I have to do a partial refund, is there any possibility of doing so in Zoho? Ideally I would be able to create a separate document and link it to the existing invoiceProblems with Invoice Export
Hi there, At GetSmarter we are using Zoho invoice and reports as part of our business process. We are having a problem where we csv exports are capped at 10000 but we need to export between 30000 - 40000 rows and growing. Is there a way around this without manually adjusting date ranges to have less than 10000 results and joining together? This is creating a huge problem for our financial department. Kind regards, MikeEase your time tracking in Zoho Invoice, with the all new Google Chrome extension
Hi, We are glad to inform you that we have introduced a Google Chrome extension for tracking the time spent on projects in the timesheet module of Zoho Invoice. This will make the process of tracking time much simpler and easy to use. There have been instances when people have forgotten to stop the timer in Zoho Invoice, as they might have been working on something else on another tab of their browser. With this chrome extension, one can easily identify that the timer is ON and can stop it wheneverImportant improvement to currency system!
As I understand, all items must be currently priced in base currency only? If so, this makes simple things really complicated and basically makes ZOHO invoicing impossible to use for companies selling products in many currencies! A working solution would be to allow ITEMS to be set in any valid system currency. Then based on the customer currency settings, the invoicing would do the exchange rate conversion accordingly: 1. If customer currency IS item currency, no visible conversion in invoice willTax summary not adding all the tax calculated
Hi, Under reporting for tax expenses, it is only calculating categories under "IT and Internet Expenses" but not others? How do I calculate all the tax incorporated eg also including "Office Supplies" or custom categories?Invoices not showing in Projects
In our ZohoInvoice account we bill for three country offices in four currencies. In order to maintain separate currencies we create an additional customer for invoicing rather than use the one in CRM (our CRM default currency is USD and our Invoice base currency is AED). For example, ABC Co. in listed in our CRM but in Invoice it needs to be ABC Co. INVOICE in order to invoice in Saudi Riyals rather than either USD or AED. This works however, I can't seem figure out how to link the invoices withHow do I import the STATUS field when importing items?
We have had a Zoho Invoices account for some time now and have compiled a very good list of items inside that account. We have just started a new company and opened a new Zoho Invoices account for it. Because what this 2nd company does is so similar to the 1st, I exported all the items from Company 1 and imported them into Company 2 account. Unfortunately though, there doesn't seem to be any way for me to import the STATUS field of each item, which makes the whole feature a lot less useful. I knowtimesheet tracking in days
I use Zoho Invoice these days to manage my invoices and find it great. I have three projects I get involved in with a client but bill in full or half days. Currently just keep a simple worksheet to track days in a week for each project and a recurring invoice where I manually enter the numbers. Noticed Zoho Invoice has a timesheet and projects tracker. Thing is that my rate is agreed in terms of days rather then hours. Also current timesheet interface is geared towards hours / minutes counting perCustom start and end date for invoice line items
How do I add custom fields to show on invoices and sales orders that indicate start and end dates for each line item? Here is an example of where I want to add the start and end date. Product Details # Product Details List Price($) Quantity Amount ($) Discount ($) Tax ($) Total ($)How do I insert Company Name in Estimate
It is currently showing Contact Name followed by customer's address only.Give tasks status "complete"
Hi I would like to have a function to mark tasks as complete so they don't show up in the project anymore. I have ongoing "projects" which have lots of small tasks. At the moment I have one general task where I log the time on. It's a workaround I could live with. It just doesn't feel right. :) Regards JonasInvoicing
Hi, for accounting purposes I need to catergorise National clients and International clients, is there anyway to do this?Invoice Intro Webinar
I missed the webinar. Will there be a recording I can access and if so, where? Thanks!Workflow automation - From draft to sent invoice
Is it possible to automate sending of invoices? we draft all invoices on a monday and wish to send them in bulk on the following Thursday we do this every week please advise how we could automate this process similarly can zoho automate the creation of a packing slip from every invoice created ?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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Sticky Posts
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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