Incorrect hours on invoice...
Hello, This is my first time invoicing with Zoho Invoice and I'm running into an issue where the incorrect number of hours are being used on the invoice. Here's my process: Click on invoices >> Create New Invoice Select Customer (below I see "7 unbilled projects) Click on "Include 7 unbilled projects" Select project from dropdown Added: Show in item name: Project Name Show in item description: Project Description Click Add Here's where I have the problem. I have 11:30 of unbilled time with this projectWhat to do with extra payments?
Hi, I have a client who often sends more money via paypal than I've invoiced for. Say the invoice is for $45.99 she will send $50. What's the best way to record this extra $4.01? I want to store it as a credit somehow so it can be used against future invoices. Or should I really just refund it via paypal? ThanksPaypal shipping address
Hello, We're an online retailer, and so we need a shipping address every time we take payment. When a customer pays with paypal though on a Zoho Invoice link, they are never asked to input their shipping address. This means that we then have to call up or email the customer afterwards for their address, which isn't very efficient at all. Is it possible to just add a tickbox in the paypal integration page that would force customers to specify a delivery address with each payment? Most paypal paymentTimesheet reports: round up time?
Is it possible to set up the timesheet reports so that they round up to the nearest 10 minutes or 15 minutes or similar?Generated PDFs not displaying
Hi there Recently any invoices I create cannot be viewed. I can see them with quickview (using spacebar) on my mac, but when I open them in preview, they are blank. I can email an example. Cheers, John.Fiscal year
Hello everyone, I've just ask help to the customer support, but I'm trying and see if anyone out there can help me. Since our fiscal year coincides with the solar year, on 1st Jan. 2015 our fiscal year is changed. Today, we tried to produce our 2015 first invoice, just to discover that apparently the invoice numbering doesn't restart. Last year, our invoicing numbering system was: (Prefix)_currentyear_-_invoicenumber_ (which is sort of mandatory in Italy). That's to say: 2014-001, 2014-002, etc.Question about CRM and Invoicing
Hi, Part 1 Invoicing: Please answer in-line I usually create invoices using Office Word because I can fully customize it anyway I want, but it is a waste of time. Please answer these questions in-line to help me decide on your product: 1- Can your Invoice Template be customized further to add different columns + rows? My invoice has the COMPETITORS PRICE column in addition to the YOU PAY column showing different prices and different totals (see attached). 2- Can I display the total of each (COMPETITORSAdd User's Name to Invoice PDF
I am using Zoho Invoice and I am wondering if there is a way to add the name of the user who created the invoice to the invoice PDF content (so it appears when the invoice is printed)? See attached screen grab for the username I'm referring to. Thank you!Displaying Multi Currency on invoice
Hi Zoho Helpers. My situation is as follows: In my country we used both currencies US$ and ANG guilders both are acceptable, Exchange rates are fixed, however each company has the choice to choose his/her rate eg, 1.75, 1.79, 1.8, 1.82 or 2.0, so, 1US $ can equal any of the mentioned exchange rates listed. Once invoice is submitted, clients can choose in which currency they pay US$ or ANG. Since most P.O.S. does not list both currencies on the invoices, most companies just list their exchange rateAdd product items by scanning a UPC barcode
I would like to be able to add new products to my product selection list by scanning the UPC. As there are many apps out there that already do something similar (such as searching for pricing of a given UPC across the internet), I think it would be useful to instead have the product description populate the approriate field when setting up a new product. The pricing field should still allow me to enter the actual price that my business retails it for. Thanks!Auto repeat field
Hi, I would like a series of fields like a date and payment to repeat once filled in to capture a series of payments like a layby or buyaway what is the best way to get a field to auto repeat? ThanksMy logo
Is there a way to put my logo on the invoice instead of ZOHO's logo? Or if not, a way to have my business logo shown as well as ZOHO's? I would like my clients to have a feel of my brand when they receive my invoices.To upgrade or not
I have been using invoice for a few months now and it is spot on for what I want.Could do with more than 5 customers but I have setup one as cash and use different templates with the customers name on. In the new year I am looking at starting another business as a sideline and will need to invoice customers. If I upgrade I need to know that I am getting more than an extra 495 contacts for £120.00 a yearExporting in Zoho Invoice: Excel Column Formats
Hi there, Firstly we love Zoho invoice - we have been using it for years and it works well with our business for corporate and SME clients alike. One area seriously lacking is reports. None of the reports under the reports tab really do what we need - we get heads up information from the reports but what is missing is a simple report builder system where we can add/remove columns and adjust criteria as we need to make our own reports. I look forward to something coming in the future. Now ontoPaypal payments not posting to invoices
I have sent 2 support tickets and left a voicemail message. My customers are paying invoices via paypal, paypal sends me the email saying they paid, but the payments are not posting to zoho invoice and sending me the payment notification as well. Help! I am having to manually post payments and it's taking forever! Tracie Sweet TeaNew version minor bugs: customer notes and customer notes label in template
Hi, First of all, congratulations on the new version, it is a lot better! There are 2 minor bugs in the new version: 1. When you edit or create an invoice, if you have a default value for customer notes and you want to delete them and have no notes in the invoice and check to be used in the future, it doesn't allow you to save. It forces to enter something in the field and it shouldn't work like this because notes should not be mandatory. Please note that if you don't check "use in in the future",Template
Hello, I have a big issue and I'll need some help to find a solution. One of mys customers uses Zoho Invoice Module but also an Excel file with some billing information, because it has a Pre-printed template with blank spaces that has to be completed to give the invoice to the customer. This is because of Argentinian regulation. He doesen´t have the electronic invoicing system available. I´d like to know if there is a way to add a new template so I can choose what to print or not, etc? This anCurrency/amount on dashboard
hey there, I really like the fact that Zoho Invoice allows several currencies and different templates for different countries! (thumbs up!) However, the 3 different currencies I use to issue invoice in are not reflected on the dashboard. This is confusing since it shows it all in my base currency. So although I've got invoices worth e.g. 1000 Australian Dollars and 500 Euros outstanding, it shows it as 1500 EUR which is misleading (it's more like 1100 EUR). I know several ppl have complained aboutLink Zoho CRM to Zoho Invoice
Hello, Is it possible to link Zoho CRM with Zoho Invoice ? Actually, when I win an opportunity, I have to prepare an invoice. Is it possible, in any way, to duplicate the information already in the "contact manager " such as name of the contact, name of the company, phone, email adress, postal adress, etc in Zoho Invoice ? Thanks in advance for your return. Regards, MarieAdd statement to invoice?
Now that the facility to send statements has been added to Zoho Invoice, would it be possible to have a check box in the "send invoice" dialog which automatically attaches a statement to the email along with the invoice? I'd like to be a able to remind clients about past unpaid invoices at the same time as sending a new invoice and attaching a statement to the email is an ideal way to achieve this. MarkPaypal Invoice
In what manner would I be able to make free Paypal receipts?Zoho Invoice - Expenses functionality suggestions
Hi, I've been using Zoho Invoice for ages, but recently started to use the "Expenses" functionality. It's very good, but it has a few missing things, which would make it even more useful, so I thought that I'd propose them. You already have flags for 'billable' and 'invoiced', which is great. However, for internal reporting it would be very helpful to be able to flag an expense as 'reimbursable' and 'reimbursed', since some expenses will be made by staff out of personal cash (rather than on companyCustomize 'Online Payment' Link Image
The customization of invoice templates seems to be severely lacking. Is there any way to change the images used for the 'Online Payment' options? Or can I simply insert a text link to for online payments?Killer feature- let customers enter their own orders in Z Inv
Now we can let our customers (we only bother doing this with a few major wholesale dealers) look at their accounts and invoices. BUT more importantly we need them to be able to enter their own orders, which they can print out as needed, and then export a list of their orders for their own use in their own systems(csv format?). We could allow customers in as users IF we could limit their permissions so they could not change items or view anyone elses information. In other words when we setup a userRecurring Invoices Using Mass Update
How do you mass update current invoices to become recurring?Using the invoice timesheet project system, if I have the project generate an invoice and it groups/sorts in a way I didn't want, how do i try again?
I am trying out zoho invoice for my service business and am trying to use the timesheet project to invoice process. Setup: Created contact Create Project with bill by staff hours Created tasks Logged timesheet entries to tasks From within the timesheet-projects navigation, I selected the "New Transaction" and had it generate an invoice I selected the "Show all timesheet entries individually." option What is working: I was able to get the invoice to show the notes from the timesheet entry What I can'tTimesheet and invoice
Hi, I want to create an invoice per month, but display the details of hours spent in the project per week. I only have the choice between group by project (and I will have the hours spent during the whole month), or the detail of every timesheet submitted (and as I submit one per day, I have way to many lines). Is there a trick to group by week and by project/task ? Thanks, MatthieuZoho Invoice SLOW
For the past few hours I have been unable to use Zoho Invoice as it is infuriatingly slow! Any attempt to edit draft invoices let alone send them simply will not function - the system simply shows the "cycling icon" however nothing happens... Can someone from Support please advise why this problem is occurring? Regards, DimiAll invoices screen
Hi Is there a way to display the company name on this page. Reason is we have multiple departments within one company we invoice. As it is set at the moment, it will only display the customer name or company in the 'Company Name' field. Therefore referencing sent invoices is difficult as its either: 1. labelled as same company 2. Labelled by individual and no company mentioned. Also is there a way to group invoices into folders, eg: by year or month? Thanks SteveStripe and Subscription Billing
Strip offers subscription billing via their API; when using Stripe as the payment gateway via Zoho, is there a way to enabled automated recurring billing?Scheduled Reports with Zoho Invoice
Is it possible to have a scheduled report emailed each day at a designated time? for instance - Detailed Time-Sheet Report for today.Creating Columns
Hello, I am currently trying to create an extra column in an invoice for a markup,cost, and estimated cost for a client. We also need it to be able to print only certain columns( in this case cost). Is there any way possible to achieve this? Thankswidth field
I use long product name. how can I change the length of the field (product name) for contracts and invoices. I have the problem especially after the cloning of orders. I have attached screenshot. many thanksContact Address format differs
Hi, I have created two contacts with the same address. However, while one of them appears with the following (desired) address format in the contact overview: STREET CITY POST CODE COUNTRY ...the second one is shown like this: STREET CITY, , POST CODE COUNTRY So, not only does the post code not appear in its own line as I would like it to, but also there appears to be a placeholder for STATE. I have tried adjusting the relevant 'Contact' preferences with the placeholders etc. but none of my changesZoho Invoice - snail mail template issue
I've created a good looking custom invoice template. When I want to sent it by snail mail, zoho invoice shows me a preview of the envelope. On this envelope I can click to preview my invoice that will be physically send by mail. problem => the template that now is used for snail mail is different than my own template. All the info is there, just in another template. What can I do to secure that my invoice looks the same for both e-mail and snail mail? kind regards, Doronesign a "terms and conditions" box!
In Zoho Invoice, please incorporate a way for customers to esign a "terms and conditions" box (with a "scroll-down" for the legal language). It would be essential that this feature be implemented in a way that includes customers who click on the pay-online links. Let me know what you think, Thanks, Brian http://www.redpelicanmusic.comInvoice templates: Option to hide label "Bill to"
Hi Can you add the option to hide the label "Bill to" in templates? If you only have the customer's billing address it's strange to explain the obvious. Regards JonasTranslation of e-mail and customers pages
Hello guys is there a way to have Access PORTAL NAME portal invitation mail translated to our languages? It's mail that client recieve when we use option reinvite to client portal Text of mail that I want to translate to CROATIAN language: Hi ***** To view your transactions with us, please visit our portal via the Portal URL mentioned below, and sign in using the username. Portal URL: https://invoice.zoho.com/portal/PORTALNAME UserName : info@MYWEBSITE.com If you've forgotten your password,Problem inserting invoice
Trying to insert an invoice into Zoho CRM but always getting a response of: <response uri="/crm/private/xml/Invoices/insertRecords"><error><code>4500</code><message>Problem occured while processing the request</message></error></response> which is not that helpful. I would gratly appreciate guidance as to where this message format is wrong. Also, finding it confusing about when field names have spaces in them or not eg. "Product Details" url: https://crm.zoho.com/crm/private/xml/Invoices/insertRecordsExport Data both contacts and invoices
Hi We need to work with SEPA European rules of Payment. I know this is impossible by now. I hope this will be possible in a future time. Then, we need export data to excel and then send by bankś software, but we have a problem: We need contacts data (because we have 2 customer fields we need put in the excel, IBAN, SWIFT code) and logically, all the invoices data . Now we can find anyway to export both contacts and invoices in a only one excel sheet. Itś possible?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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