How to show total QTY in an invoice?
hi, i cannot find any set up to tick the field and show the total quantity in an invoice. sometimes our company have a lot items to be put in an invoice and if beside the total amount have a field to show total QTY, it will help a lot.Carry hours forward
Is it possible to partially invoice a client for a number of hours and then carry the rest over into a future invoice? Ex: I billed a client for 100 hours, they only budget 75 hours, they want me to bill for 75 hours and then 25 hours later. Is that possible? If not, please suggest an alternative. Thank you.Issues attaching documents to invoices
I have 2 businesses that i use zoho for. One of my businesses i need to attach work orders to every invoice. I discovered that every time i try to attach more than one document it for some reason blocks all attachments for that invoice and all others after that. so i then have to email them separately, which is a bit annoying, but more unprofessional looking. twice i tried to handle this issue with customer service... and nothing worked until they did some sort of system update. the last time i madeRecurring proforma invoice
Hello, I'm a newbie to Zoho Invoice, and I'm really enthusiastic about it! I'm considering to subscribe standard or professional plan, but... It would be essential for me if I could generate recurring proforma with specific automatic numbering, different from invoices. I'm aware that there is no direct way to create a "Proforma Invoice" in Zoho Invoice, and as a workaround I can customize an estimate template, but when generating recurring invoices I can't select that template!!! Any idea for me?Custom item fields
Hi ZoHo, I am just getting to grips with the software, and customizing like mad :=) One thing I miss is a set of custom fields for items. For example, I am a translator working on a per-job basis and being able to have a few more fields per item such as: - Item price type (e.g. "per word", "fixed offer", etc.) - Item completion date (i.e. when the job was completed) would be ver useful! For now, I can stick all of this into the "Description" field and use a bit of HTML to format it nicely, but itTemplates: Billing Address won't display
Hello: I have set up my template and can't get my customers billing address information to display on the invoice. The information is in the customers contact details but will not display on the invoice. Can someone help me as I have already spent way to much time trying to sort this out.How to enter write off amount for an invoice?
In Settings>Templates>Customize Template>Total section for invoice customization, there is an option under "Show Payment Details" that says "Write off Amount." I would like to use that section to write off a dollar amount on an invoice. However, I am at the "New invoice" screen for a project and do not see a field in the Total section where I can enter a write off amount. Instead, I see only a field where I can enter a discount percentage. I do not want to discount the invoice by a percentage; IFree Plan Of Zoho Invoice
We recommend offering a free plan of zoho books. With the ability to have 100 customers and unlimited invoicing. Hope this is added soon! Regards, Kim Support Manager @ Jacob's Sales & Tech StoreAdd display by week view to "All Timesheet" display
Currently, the Timesheet>All Timesheet>Calendar view is monthly only. Also, each day shows the time spent on each task, but does not identify the project (you have to click on the entry to display details). I bill most projects using the timer. I would like to be able to view my timesheet on a weekly calendar (similar to the weekly display view in Google Calendar) so there is more room to show details. The detail shown should be the project name, not the task name. Total time elapsed would be helpful,Show timesheet date in separate column on invoice
Currently, if you choose to show the "timesheet date" in the item description, it appears under under the "task and description" column. However, this ends up putting multiple types of data in the same column. The date should be in its own column. I do not see an option under Templates>Item Table>For Invoices created from Projects to add a column for timesheet date (which, on the invoice, should be called "date").Write off balance.
I have a customer that has made partial payment but isn't able to pay the balance. I was just going to write it off but the option is no longer there once a payment has been made. I even created a test invoice to make sure that's what's going on. The write off option disappears as soon as a partial payment is made. This is what a write off option is for so it should still be available after a partial payment is made. Please let me know why it is no longer available.Notification of overdue invoice
Hi, Is it possible to receive notifications of overdue invoices as a user, the same as the email you receive when a draft invoice has been created? Thanks, KarenLog-in
The invoice login page keeps redirecting me to the company profile set-up page..........I cannot log in! What's the deal? Is the system down?The template engine is totally useless!
Actually this is not a new request, neither a new complaint: the (not so new) PDF templating engine is crap! It is nearly impossible to stick to local regulations - some fields are always missing or not where I need them. This engine was proposed to be a successor for the old totally customizable editor - I really miss that. Moreover, two years ago, Zoho promised to reactivate an editor for the "power users" - still waiting for this. I'm really pissed! ... and the reason is quite obvious: spend twoZoho Invoice Collaboration among businesses
Hi, Please give me solution for this use case. Use Case: I am running a business and using zoho invoice and billing my clients. I have enabled client portal to one of my client and he using the portal for viewing their estimates/invoices. Now, my client(friend) want to signup zoho invoice for his business but he also wants to receive the invoices which I have created for him in his account. Is this possible?Can users associate a paid retainer invoice to a project?
I am new to Zoho Invoice. For a new client, I issued a retainer invoice, which the client paid. For the same client, I then created a project. I do not see a way to associate the retainer invoice (which has already been paid) with the project. From this page https://www.zoho.com/books/help/retainer-invoice/retainer-project.html, it looks like I must create the project first, then create a retainer invoice associated with the project. Is that correct?Start timer widget on android app
Ik would be great to be able to start the timer directly from a widget on my android homescreen. I use the existing widget, but it only allows me to start a new time-entry. Best regards!My pdf invoices are printing blank
Whatever I do, I can not print pdf invoice properly. I can see the invoices in the browsers ( Safari, Chrome, Firefox, Opera ), but any browser fails to print the invoice as a PDF properly. Please let me know how to around this problem. I'm using Max OS X Yosemite (version 10.10.1). The attached image is what I see when I open the zoho invoice pdf file using Preview. This image is the screen shot of the top part of the invoice where everything is blank but I see the total price near the bottomWhy Can't I Get to Zoho Invoice Anymore?
In the past few days, when I click on Zoho Invoice, it takes me to timesheets. I've never used timesheets. I want to create an invoice for a client, but I can no longer navigate to create an invoice. Don't know what happened. No changes to my account recently. EvanLonger Customer Notes
Hello, In my estimates I am using the customer notes section as the scope for the project. However, it is saying that my notes are too long and need to be shortened. How can I extend the length of the notes area to allow for more text?Chinese Problem in Credit Note PDF creation in zoho invoice
The chinese cannot display correct. Same situation in Received payment template also.Looking for help to enable my site visitors to submit a form that will result in a creation of an invoice and having the invoice be sent out via email
Hi Zoho. I am currently using Zoho Invoice and Zoho sites. With Zoho invoice, I am able to enter information about my customer, issue an invoice to the customer, having the invoice sent by email from Zoho Invoce - and the email contains a payment link to paypal. All this works great without any problem. Now, I would like to setup a form on my Zoho Site, were a site visitor would do the following: a) Enter their contact information, add info on what they want to order. b) Upon entering a button sayingLegit Action or Virus
We pay our invoice monthly, but I have never received an invoice like this....Just wanted to make sure it would not reap havoc if I responded. If nothing else it is not very encouraging to see your CRM show what is under their skirt! Renewal Reminder - Partner Complimentary License ${zp.crm.Hello} jpcdamen, Your Zoho partner complimentary Zoho CRM license have come up for renewal. This is an automated process - please contact partner-support@zohocorp.com without delay to ensure that your licensesExport & Order Number
Any way to get the order number column included in invoice export?Enable Portal Access for Multiple Contacts using the Same Email
I need to know how to enable portal access for multiple contacts using the same email address. Here is my specific situation. One office manager receives all invoices for all their multiple offices. Each office needs to be billed separately I assume for tax purposes. How do I add portal access for this office manager so she can view all offices? Thanks.Returned Check for insufficient Funds
I recently had a note from my bank that a check I deposited for a customer payment had insufficient funds (NSF) to cover the amount the check was written for. I had already recorded the invoice as paid in Zoho Invoice. How do I go back and change to show the invoiced amount is still due (and add bank charges to the invoice)?Importing Expenses
I am having problems with importing my expenses into zoho. It shows up the error "Your file has no rows to import. Please fill up with required data then begin to import". I'm not sure what the issue is. Do I have to have the excel document set up a certain way for it to import? Thanks!Duplicate estimates and invoices... how?
Thanks!Zoho Invoice: 10000 characters limit HTML email templates
Hi, as a webdesign company we are used to HTML coding emails to ensure they match our company’s visual style. We also always ensure each encoded HTML email is properly formatted for both desktop and mobile email clients / users. When we tried to design a simple short responsive email to use as "Payment Thankyou” template, we were halted by the system telling us there is a limit of 10.000 characters in place for these emails??? Why?? Again, we made a short email design, with just a small paragraphreport based on custom fields
I created a custom field that contains a number (specifically mileage). Is there a way to create a report totaling the mileage or at least a count per customer?Flat Rate Items
I haven't seen any discussion on this having occurred for a long time, and any existing Topics point to old pages that no longer exist. Is there no longer any such things as a flat rate item or invoice in this product? Or is the only way to create a flat rate item to work around it by setting a quantity of "1" and just entering the amount in the rate field? OK if that approach needs to be used, but not great! Thanks, Joel NiemyerMinus percentage amounts.
Hi. I wish to add a minus percentage amount below my invoice subtotal: like below. How do I do that? Thank you. Sub total 125,00.- Retencion IRPF 9% 11,25.- Balance Due 113,75.-Signature Capture
Has Zoho Invoice developed a signature capture option yet. I run a service business and am now going to have to get customers signatures. I don’t think having people drive around with printers is going to work. Thanks, ChrisClose the account
hello I was testing the program and i don't want to use it. How do I Close the Account?Several quotes one invoice
Hi, I want to convert several quotes into one single invoice. How can i do it ? Many thanks. CristinaHow do I record early payment?
I have customers who pay rent early by putting several months payment in one check. What is the proper way to record this advance payment in Zoho Invoice? I have seen a YouTube video of how to do it from several years ago ( http://www.youtube.com/watch?feature=player_embedded&v=ywkKMul7NSs) but it appears to be from an older version. Can someone tell me how to do it on the new version of Zoho Invoice? Thanks!how to round rate in an invoice
Hi there, We would like to round the values of an invoice without losing accuracy in the total amount. Right now we see long numbers in the pdf file and we would like to round those numbers without changing the total amount. Is there any way we can modify the template so only two decimals are displayed in the final invoice? This is mostly for rate values, I see there is a way to hide decimals for quantity values but not for the rest of values. Any input here will be very much appreciated. Thank youSort timesheet entries?
I am going back to my timesheet entries for a project, expanding on my shorthand notes. This automatically re-orders my timesheet entries so that the most recently updated timesheet entry is on the top of the list, regardless of the actual date of the entry. Furthermore, when I create an invoice from these timesheet entries, they are no longer presented chronologically but they show in order of update (most recently updated at the bottom). This is a huge mess. Is there a way to sort timesheet entriesIf I sign up for a month can I then switch to yearly payments later?
There is functionality I need to see beyond the free edition and of course if I shape the system to my needs I don't want to then lose all those customisations if I switch to yearly payments later. Cheers FionaDate ranges for recurring invoices?
I've got a client who is invoiced weekly for a weekly retainer. I need the line item to include the date range. Is there any way to do this with a recurring invoice? Seems like there should be some basic date math functionality for the invoice templating?Next Page
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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 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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