When can we expect to get a true balance due?
I have been going through the forum and I don't see any update on the "Balance" due being fixed to show a true amount for customers. When will we have the ability to show a true balance due on invoices and reminders? Honestly I am looking at other options for my invoicing because it doesn't show a true amount due and creates extra work for me. You have a column "Receivables" which shows how much a customer owes me. Why can't you incorporate that into a placeholder to show on invoices? TroyMultiple period billing
Is there any way to invoice partial amounts against a lump sum task for projects that last beyond a single billing period or do you have another product that will allow this.Eft banking details payment options
Hi there, Im trying to invoice my clients and only display eft banking details for them to pay. No online payment system, is that available?Zoho Invoice: Adding Sales Person
This one should be relatively easy: I know I have added Sales Person to the invoice before, can you remind me how we can do that? Also, I am interested in having a calculated subtotal for Distribution including some but not all of the invoiced items. It this possible? If not, we are currently calculating it by hand and putting it into a custom field, or to use the Shipping Charges and Adjustment fields. Thanks! DavidRemember / Save payment info for customer
Hi. Is there any way for the customer to save/remember their payment (credit card) information after their first invoice? I'm connected to Stripe, but I don't seen anything on the payment window (zoho invoice) that would allow them to save their CC info so that they can avoid having to re-input all that information again on the next invoice. Please help.Items missing on invoice
I created an invoice on Continental template but there's Item name missing! But the description to this item is seen though. What could be the problem, please help!Zoho Invoice Import Broken
When I try to import Invoices, the system gives me the message: "Import was unsuccessful as one of the headers has exceeded the maximum length of 100. Please check the file delimiter you have chosen. " When I delete enough columns, it works, BUT then all the columns are getting connected together, like in this screenshot: http://screencast.com/t/tHDZadhU7 If I put quotes around the column headers, then it only imports the first column. I even tried importing Zoho Invoice's own test file, and gotHow do I insert an image?
Hello, I'm trying to insert my company logo into my email signature for ZOHO invoicing. However when I click on the "insert image" icon, it says "ImageSRC" which I'm not familiar with. It does not allow me to browse my computer for the image file. Thanks for your help. RomanTo change the base currency
Dear All, Any further information about change the base currency? Our company works all over the world and invoice in different currencies. I have tried to change it, because I need to make an invoice in USD ($) but, the massage was that for changing it I have to delete the previous transactions that were made with EUROS (€) How is that possible? Any suggestion? Thanks in advance. Kind Regards, María José MontoyaZoho Invoice Free User Version Invoice Limit
Hi am getting a error message when I tried to create an invoice. It says you have reached your limit. upgrade or contact us. Any help on this please. Thanks,What is going on? For 3 days your servers have been unavailable!
Since Wednesday, several times a day the invoice servers are unavailable. If I try to save or pull up anything it fails and I normally have to wait 15 or 20 minutes until they come back on line. This isn't a computer thing because it's like this on all my machines and it's not a network thing because all other sites work fine. Please advise.Zoho Invoice vs Zoho CRM Invoicing
What is the difference between using Zoho Invoice and using the invoicing built into Zoho CRM? Can they be linked and share data? So far I see payments API for Zoho Invoice, but not much else....Retainer Payments
Hi Forum members, In my line of business, i prefer to do pre-paid projects, cause you are 100% sure of your revenues.. Do Zoho have any plans to add a function for Retainer Payments? Is there any work around that i can use at the moment? How does Retainer payments work. A client is invoiced for $100.00 for 20Hours of work, and he pays that invoice. For every hour of work that is down, it's deducted from that $100.00 dollars, and the client sees this back in the reports When the $100.00 is deplited,Delivery / Packing Notes
Hi, Is it at all possible to print out all of your outstanding delivery and packing notes? ThanksHow to set different prices for different customers
Hello Is there a way to set a price on a certain items for specific customers that will come up each time they are invoiced? Thanks!Unable to create invoice for unbilled time
The Windows Phone app for Zoho Invoice is wonderful for creating contacts and tracking hours, but the actual invoicing is very nearly useless for anyone in the services sector. Creating a new invoice is easy, but you cannot apply the timesheet data you just created using the timer feature! Is there a function I'm just missing, or is there no capability to invoice unbilled time in the Windows Phone app?Change default payment method when recording payments
Hi, almost every payment we receive is via banktransfer. Now we have to change the payment method from cash to banktransfer. Is there a way to change the default payment method to another option? thanks in advance. DoronInvoice unbilled time from mobile
The Windows Phone app for Zoho Invoice is wonderful for creating contacts and tracking hours, but the actual invoicing is very nearly useless for anyone in the services sector. Creating a new invoice is easy, but you cannot apply the timesheet data you just created using the timer feature! Please add the functionality to bill for time in the invoicing app for Windows Phone.Zoho CRM Potentials and Zoho Invoice
Hi, We use the Zoho Invoice module and would like to be able to raise and use the Zoho Invoice module from potentials, so we don't need to go back to the account and raise an invoice or estimate from there but it doesn't seem to be working. Can it be fixed so that in any potential, you can scroll down and raise estimates/invoices, with the system automatically selecting the relevant account and so this item will then be associated with the relevant potential. Thanks, LeeSeveral "Delivery Notes" in one "Invoice" at the end of the corresponding invoice time.
Hi everyone! I would like to ask you a question regarding a problem I have about how invoicing several "Delivery Notes" in one "Invoice" at the end of month. I have tried to find a good way to solve it my finally I have seen myself forced to ask you for help. The problem is that my customer comes to my company, for example, three times a week and I give him the three corresponding "Delivery Notes". Then, at the end of the month I innvoice the total amount of the three corresponding "Delivery notes"Custom field labels disappear when syncing CRM and Invoice
Hi, I have two custom fields in my Invoice module (with labels "BTW" & "CONTRACT"). Whenever I create a new contact in my Invoice module, I can enter these fields. I have set up synchronization between the modules CRM and Invoice. However, when I create a new contact in CRM and this new contact is synchronized, the value of the custom fields is synchronized correctly, but somehow the labels of these fields of the new contact are sudenly emptied by the synchronization proces (so the labels don'tsynchronizing custom field for the purpose of Invoice email address
Hi, I have created a custom field in CRM, for the use of storing an emailaddress for invoice purposes. The account manager enters this field in CRM (he doesn't have access to ZoHo Invoice). I want to synchronize this custom field so that the invoice emailaddress is imported in ZoHo Invoice and it will be used for sending the invoice to the customer via email automatically (default invoice email address). Currently, the emailaddress of the primary contact of the customer is being used, but this isitems- commisions
commission based on invoice or article % , diff products have diff margins? and based on salesman's quota hit/ targets? salesman's ability to log in and view their progress, generate invoices, but not see everything else?Formatting of Terms and Conditions
Hi, Currently I cannot find any formatting options for Terms & Conditions. Can you please help.Associate Templates bug
When you change "Associate Template" for a Contact, "Company Name" gets erased.Zoho Invoice - Statistics or reports for Estimates details?
Hi Zoho team, Is it possible to get statistics on estimates the same as can be viewed with the Invoices section with the dashboard. It would be very helpfup to be able to see a report on all Estimates generated and to see which ones are to be followed up etc - how many estimates created this month, the value of estimates for this month, how many converted to invoice etc... Is this possible to do currently? find the rest of the product really great but the list view in estimates is difficult to trackAutomatic payment entry when using online payments?
Hi there, If I use online payments to collect money from my clients then is it possible to made payments entry automatically into my account? Or should i entry payments manually? If this feature is not available in onvoice then is this available in books? ThanksUPDATE: Scheduled Maintenance planned for 23rd May 2015
Dear Zoho Invoice users, We have planned for a scheduled maintenance on 23rd May 2015 (Saturday) between 00:00AM - 00:30AM (PST). There might be a few intermittent connection issues during which product may be accessible in read-only mode only. We apologize for any inconvenience that may be caused due to this. Regards SherryHow do i stamp/sign the invoice when using zpost
I have been using zoho invoice for my invoicing operations, and am very happy with the product on the whole. Before using Zoho, i used to manually create invoices and then print them out, add my company stamp, sign on it and then courier it to my client. The courier company used to send a pick up guy every couple of days to collect all invoices and send them on my behalf. When my client received the invoice, they used to take their own sweet time to send back a cheque. When i saw zpost, i was elatedEstimate signature line
Is there or has anyone come up with a way to have a line for customers to sign the estimate. As I am a contractor I need to have a signature in-case i need to (unfortunately) take a client to court, In my opinion it is unprofessional to draw a line and ask someone to sign here on the X please.Digital Signing
Hi, It would be a huge help if we could issue an invoice in Zoho and enable our customers to sign it electronically, indicating whether we should use a credit card on file or they will send a check. Is there any plan to provide this functionality? I saw some blog entries about a year ago suggesting this was not on your agenda, but I am wondering whether anything has changed... PeterREAD ONLY MODE
My account is in read only mode How to disactivate this feature? I need to work on my invoices. URGENT Thanks"The ZSC key or email address entered is incorrect. Please enter again."
I am receiving this error when trying to connect to CRM from Invoice. I am copying and pasting my email and ZSC key from CRM, so it is not a typo on my end. I searched the forums and found a similar issue here: https://help.zoho.com/portal/en/community/topic/zsc-key-error-for-zoho-invoice-crm , so tried to connect to Invoice from CRM, but I don't have the option. I have options to connect to Projects, Support, Survey, Visitor Tracking and Advanced CRM analytics, but not Invoice. Please help!Convert estimate to retainer invoice?
We send estimates- then take a deposit for work to be done, and then at completion do a full invoice. Tis a logical progression but can it be done? Greg Aanes 2109 Queen Street Bellingha WA USAPrinting Shipping Labels
I know many of your customers are service oriented businesses, but surely there are many who actually invoice and ship products via Zoho Invoice. Currently, we send invoices, and once payment is made, we print the invoice and use it as a "Picking Slip and Receipt for the customer. When we receive notice that an invoice has been paid, we then login to Zoho, print the invoice that was paid, pick the item/(s), login to Stamps.com and manually print the shipping label. Which takes a lot of time to doZoho Invoice mobile client error "Invalid value passed for authtoken"
I was using my mobile client fine for a while now, but over the last 4 days I have been having problems when I try to submit a timesheet entry from the timer. I get a message "Invalid value passed for authtoken". I am forced back out the dashboard which then asks me to sign in. Meanwhile I have lost the timesheet. Has anyone seen similar? Thanks!Report time weekly, invoice semi-monthly
I need to report indirect client time weekly to a contractor, but bill the contractor semi monthly. I would like to mark the time entries that have been reported each week, but create the invoice semi-monthly. Any suggestions. I would think this is the way many sub-contractors work.How to add/display payment history into invoices closed
Hi , How can I make a invoice template to display all information about payments history related to the invoice ? Regards,Api Validation
I interact with the zoho invoice API quite a bit and it seems that you guys have quite a bit of validation on the data that gets created in zoho. For example contact and invoices fields prevent some special characters from being used when creating entries in zoho. This is great, but it doesn't seem to be documented anywhere. Where can I find our more information about what you guys actually validate so we can make sure we have similar validation or at least sanitise the data before passing it toSuggestions for Invoicing Time-Based Work
As an attorney, I bill for my time. Here are some suggestions to make Zoho Invoicing more usable for people such as me who bill for their time: 1. The manner of creating tasks is not helpful for me. I (as most attorneys) have one entry per case/client per day on which I work, and that one entry has all the tasks I performed that day (e.g. phone call with X, write letter to Y, draft motion, appear at court, etc.). Each set of tasks is unique. Therefore, it is not helpful to create a library ofNext Page
Access your files securely from anywhere
New to Zoho Recruit?
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
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
Most Discussed Topics
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.
Zoho Developer Community
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
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
Top Contributors
Hari Hara Sudhan. S
gmignot
duncanchristensen03
Rajesh