2way syncing Zoho Invoice <-> Zoho CRM
Hi, is there a way for a real 2-way syncing accounts and contacts between zoho invoice and zoho crm? we need it urgently! thany you stephanRecurring Invoices - Weird Schedule
I am trying to setup up recurring billing/invoicing for my wife who is a dog walker. She has an usual schedule for some of her clients that may need to bill on Monday, Tuesday and Friday of each week. Or have the option of not sending a recurring invoice for a specific date if her client cancels. Is there anyway to set this up to be more automated or tied to a calendar schedule? Any help is greatly appreciated.How to Preview a Standard Template Invoice
How do I preview a standard invoice template based on time sheet entries?How to Display Timesheet Dates in Invoice
How do you display the timesheet dates in an invoice?how can i transfer shipping address to paypal?
Hello,guys When payment received, there is no shipping address in paypal, how can i pass the shipping address from invoice to paypal? If we can add the shipping address, it will be good for us if the buyer file a dispute ThanksTemplate Fonts Supporting Unicode (Arabic)
Dear Sirs, Its been years now, you have added multiple fonts to support various English, European, Chinese, Japanese and Korean character sets. But you did not even bother a universal Unicode type font face. There are many free versions available, please add one to the invoice template so we may start expanding our use of the system. I look forward to hearing back from you. ~DikheelAssociate different email notifications with estimate templates
Hello, I love all the new upgrades you've been doing, new interface and am gradually getting used to it. Thanks! However, there is one thing that is still bothering me. It is a feature I requested years ago and hope you now have time to prioritize it. I have different client types and when I send an email notification, I want to be able to choose from different templates. Currently, I have to include 2 different messages in the email template, times 2 for different languages. This is a pain becauseRate Increase
Hello, I am trying to increase my rates within the project section of Zoho Invoice. When I attempt to edit a project and change the rate I get an error saying: Almost there, but… - The rate cannot be changed for the staffs who were invoiced. Is there another area I should be using to increase my rates? Can I do this globally or do I have to do it on each project? Thanks, TekTough.Quotation Request sent, but no response
We did not get any response for the quotation request we sentIntegrate with shopify
Hello, Can i connect zoho invoice with shopify ecommerce. Thanks.Pop up calander
When I created a new invoice a calendar pops up when I go to enter the invoice date, I would like to be able to bring up the Calendar when I am adding items to an invoice. I have 2 customers that I invoice at the end of the month but do quite a lot of work for so have a lot of items on the invoice. On each one I put where and what the work was done then the date. On my computer I can just click on the clock to see a small calender but I cannot do that in the phone app.How do I change payment terms to 50% deposit? Won't let me do half amounts
Hello, I am new to Zoho invoicing and it won't let me choose 50% deposit of an invoice. Can you please help? ThanksStatus Update on Feature Request: "Ability to add VAT to Retainer Invoices" ?
Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices. It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe! So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomesExporting Reports - Missing Columns
Hey Team Zoho, I'm exporting some reports as I prepare my 2014 taxes. The specific report I'm using is the Invoice Details report. When I run the report, the web display of the report looks great. Very clean and tidy. However, when I export it to Excel or CSV formats, the results are much different. Column headings have strange names , and some columns are missing altogether (like Customer Name). How can I get a report export which is nice, clean and includes all of the columns? Thank you! - MatthewDates in a price list
I'm trying to create an invoice that will include dates for each task performed. I don't seem to be able to do it. Help?Introducing Zoho Expense: Effortless Expense Reporting!
Hi, We're pleased to announce a new addition to the Zoho Finance suite, Zoho Expense. Zoho Expense is an expense reporting software that automates expense recording for businesses. Users can upload receipts and expenses are automatically created with all the major details from the receipt. Users can also connect their credit cards to automatically import transactions and convert them into expenses. Users can simply group together a bunch of expenses and submit an expense report. With a instantCan I select the specific CRM accounts/contacts to sync with Invoice?
I am setting up Invoice after may years using Zoho CRM. I have a long list of accounts in my CRM. Many accounts are dormant and will not receive invoices in the near future. When establishing my Invoice contact list using the CRM sync method, can I chose to sync just my active accounts/contacts? (A subset?) I would prefer to have my Zoho Invoice customer list streamlined and don't want the inactive customers to show up in Invoice. Is there a solution in the sync process? Maybe there is a fix onInvoice not showing up as paid on client dashboard
My client paid their invoice with paypal business payments and it's not showing up as paid or even payment pending. So if they have multiple invoices and forget which one they paid, they are actually able to pay the same invoice twice. This is a problem. Can this be fixed asap? Thank you!zoho crm & zoho invoice
Hi I have the paid subscription in zoho crm, do I also have to pay for zoho invoice??Reports, GST on Paid Invoices
HI there, is it possible to create a report for tax paid on paid invoices only rather than just all invoices. Cheers IvanaUpdate: Enhancement in Aging Summary Report
Hello Everyone, We’re enhancing our reports and as a first step towards that, we’ve added few customization options in our ' Aging Summary Report ’. The Aging Report is a great tool for owners to plan and predict cash flow better. It’s the easiest way to identify and monitor the payment status of outstanding customer invoices. Updates: 1. Custom Intervals and columns for your Aging Report : You can now customize the reports based on your payment terms and determine when to schedule calls tocarry over unpaid invoice
how do you carry over unpaid invoice to the next year thanksCustomize Statement
Hi, When pulling a statement, it only shows the Invoice numbers. I would like to add to what my customers see on their statements. e.g. Add REF: below the first line that says Invoice Number: XXXXX Also add Statements as a Report. Then I can go and pull statements for all choosing the customer(s) and get statements for them. Especially by Fiscal Year-End. Your thoughts?timesheet as expense
Hi! I would like the time sheets to show as an expense on the Dashboard, is it possible? Payroll is an expense, after all :) JenTimesheet as expense
Hi! I would like the time sheets to show as an expense on the Dashboard, is it possible? Payroll is an expense, after all :) JenDifference on the ideas sites
Hi What is the difference between this ideas forum and the one that you are redirected from the help option of zoho invoice? zohofinance.uservoice.com I have posted some ideas there and also voted ones and didnt appear here, should I enter here also? Regardsunderstanding zoho invoice reports
i cant understand reports in BAD DEBTS And BANK Charg, please understand all reports use and advatagesAdd ability to invoice customer for all projects in a given time period
I am a professional who sends out invoices on a monthly basis. In a particular month, I sometimes do more than one project for a particular client. I would like to be able to: Choose a time period Choose a customer Invoice that customer for work done on multiple projects during that time period. This would include: A cover page including a figure representing all time billed during the period on all projects Separate pages for detailed invoices for each project billed Ability to apply retainer invoicetimesheet as an expense
How can I show timesheet info as a project expense on the dashboard? :) JenMy phone number and email doesn't show on my invoices
Hi there, My phone number and email doesn't show on my invoices, I've put it in the 'correct' fields under address in the organisation profile but they don't show. I am I missing something very obvious?! Thank you.Logo printed on invoices - can it be smaller?
Currently when adding the logo to the printed invoices, it occupies a big part of my upper area on the page. Any chance I can make the logo smaller? Thanks a lot for an idea, DianaA Better Way to Share Ideas!
We’re launching the Feedback Forum for our customers. This is 'THE' place where you can add everything you’d like to see in Zoho Invoice. If you don't find the specific feature you need, simply add it so others can also vote for it. While we cannot promise a ‘release date’ for each of your feature request s, we definitely want to know what would help you run your business better. We will update feature requests that we're working on and by participating in the forums, you'll remain updatedUsing + and & characters
In the Customer API I cannot use these characters in the name and display name fields. I am using PHP, is there an encoding I need for this? ThanksInvoices
Hi All, How can I add canadian taxes (GST and QST) to the Invoices modules?Attachments in Invoice.
This would be really helpful for me as I would like to attach images/concepts to invoices and estimates. Just a thought. Keep up the good work. WayneSpecial characters in display name i.e. "+", "&"
Using the api for contacts within invoicing using PHP the "+" and "&" do not work. I have tried rawurlencode etc. but am having no luck. Is there a standard for this? ThanksZoho Invoice: add an image to items
Hello, I would like to add images to my invoices for each Item that I sell. so that customers recognize the items listed on the invoice. is this possible? thanks! JamieAditional Image on Invoice
I need an additional image on the invoice, would you consider this for future updates?Customer Activity
Is there a way to create a report that will show the last time a customer used their account? Thank you!Create Credit note from creator using api
Hi, I have created the following code in creator. myMap = map(); myMap.put("organization_id", "*****"); myMap.put("customer_id", "*****"); myMap.put("reference_number", input.Reference); myMap.put("date", input.Credit_Note_Date); Item = List(); for each value in Item_Details { Item.add(value.Tax); Item.add(value.Rate); Item.add(value.Notes); Item.add(value.Item_Description); Item.add(value.Terms1); Item.add(value.unit); Item.add(value.Item_Details); Item.add(value.quantity);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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