How to add telehonenumber to invoice
Hi support, We're not able to add our telephonenumber to the invoicesheet. We tried several ways; 1- adding telephone number in template preferences under 'show company adress' will not work. 2- adding placeholder %telephone% under preferences or organization adress format will both not work. Please help. Thanks in advance & Kind regards, F. ForstnerAdd telephone number on invoice
Hi Support, How to add our company phonenumber on the invoice. We tried in several ways but it will not show up. We filled in the template editor (under show companyadress) and also under preferences (organization adress format) and try to put in placeholders, but no succes. Please help. Thanks in advance. F. ForstnerCreating invoice using api
Hello, Dear Zoho Team! I am trying to create invoice using api with fake products. I am using python and following code import requests data ={"customer_id":"555350000000041062", "name":"test name", "description":"test description", "rate":100, "quantity":1} params = {'authtoken':AUTHTOKEN, 'organization_id':43196728, "send":False, "ignore_auto_number_generation":False, "JSONString":data} headers = {'Content-Type': 'application/json'} r = requests.post('https://invoice.zoho.com/api/v3/invoices',Subscription Payment Options
Good day support, Are there any other payment options for Zoho Invoice Monthly subscriptions besides credit cards.. Is PayPal an option? Kind Regards TeleNetICStaff Expenses/revenue by staff reports
We are a company who provides services where each staff has their own regular clients. Some has got many more than others. Therefore we need a revenue by staff report to see how much each staff contributed to the company and what are their expenses to be able to quickly work out their salaries. This feature is available in Freshbooks however they are missing some other features that we could find in Zoho. We want to sign up to one of these services but still deciding which one to use. We like ZohoBank statement import and reconcile
I like the automated process and ease of sending an invoice out, could you look at reading a bank statement (csv), import it then automatically match the payment to the client. I see that xero do this very well. This would almost automate the whole process of the input/output flow. Many thanks[PROBLEM] Payment Option / Method accidentally deleted - how to recover?
Hi, When recording payments in Zoho Invoice, we often use the option 'bank transfer'. But now I somehow clicked on the 'bin icon' next to the payment option 'bank transfer'. (see attachment) This option is now deleted and I can't find a way to get it back. Please advice.Payment Mode: Paypal option gone?
Hi, I'm marking a few invoices as paid, but it seems the Paypal option has been removed? It has always been there and I haven't changed any settings. How can I input that it has been payed via Paypal? (other than in the Notes section) ThanksZoho Invoice for iPhone/iPod/iPad...
Any plans on launching an iPhone/iPod/iPad app for Zoho Invoice?Field Mapping between Zoho Invoice and CRM
Question regarding Zoho Invoice / CRM Field Mapping. Currently have my Zoho Invoice set so that it syncs both ways with Zoho CRM. The challenge that I am having is when an estimate is automatically created in Zoho CRM, the fields that is utilizing to create the estimate are not mapped correctly. For example.. The potential name in the CRM is mapped to the Product name in Invoice. As a results.. I would like to add and change how the fields are mapped from Zoho Invoice to Zoho CRM. I have attemptedJoin us at Zoholics - Finance & HR User Conference
Hello, I have some special news to share with you. We are organizing our very first Zoholics for Finance and HR applications at Zoho headquarters on 06-07th November in Pleasanton , CA. The agenda is simple: help you master Zoho Invoice and get the most out of it for your business. I also have some exciting news to share with you regarding the new products that we’re building. To know more, here's the agenda: https :// www .zoho.com/ zoholics /finance-hr. html In the past 6 years, we'veHow to add time period in recurring invoice?
Is there a way to automatically add a time period in the line item on my invoice so the customer knows the invoice, for instance, is for last month? Example... I send a monthly recurring invoice to my client on the 1st of every month for services rendered the past month. So on Oct 1 2014 I am billing them for Sept 2014. How can I indicate this dynamically in the line item? ThanksHow are you managing recurring payments without auto-billing?
I'm a brand new member and read enough to understand there is no support for auto billing. My question is to anyone who works through this, how are you doing it? I charge customers $100 per month and I can set this up through MerchantOne (Not a supported gateway). So I send customers an invoice automatically, then MerchantOne automatically debits their card, then what? I also have Google Checkout but they don't support recurring payments without the API. Do I just tell customers "You'll get invoicesRecurring Invoices and AutoBilling
Hi there, I have several subscription based invoices. I would like to automatically generate and invoice and bill my customers to their credit cards. Is it possible to do this somehow?Automatic Payments for Recurring Invoices
Hello! I have been using the Recurring Invoices for quite some time now, and I love them. However, I was curious if there is a way to have automatic credit card payments for some of my recurring invoices, as several of my customers have been requesting that. I am open to any credit card processing company. Thanks in advance.Italian Invoice: How to put 2 "total" fields one with tax the other without
Good motning i m looking for help to make invoices following italian law requirements. All i need is 2 field for total one with all vat+cost , the other with vat+cost-prepaid taxe Example with a total of 2000$ will be something like this subtotal: 2000 vat : 440 Total+Vat=2440 PPT: -400 Tota:l 2040 the most important is to show the 2 field of total+vat 2440 and final total 2040 is that possibile? if yes can someone tell me how? thanks very muchVAT tax code defaulted for items in invoice
Hello, Is it possible to have VAT tax codes defaulted for certain project task line items when creating invoices? Example; we always have to calculate 19% for all our items in invoices, so we created the tax code for 19%. When creating invoices, we have to set this tax code manually for all project task line items (the default is 0%). This also has the risk of erronuously creating invoices with 0% tax for line items, where it should be 19%... Thank you in advance, Regards, JeroenAttention AOL users!
Hello Zoho Invoice users, Recently AOL has made some changes to their security policy. As part of this change, any emails sent from Zoho Invoice using a AOL email address will get undelivered. If you are using a AOL email address as your Primary email address then we request you to change the AOL email to some other email address other than AOL so that you will be able to send emails to your clients successfully. You can go to Organization Profile under Settings to change your primary email addressAutomatic Payments
I have been using the automatic recurring invoices for quite some time, and I'm quite pleased with it. Several of my customers wish for me to automatically bill their credit card each month. Is there a way to do this in Zoho Invoice?ARB (Automatic Recurring Billing) with Authorize.net?
I think I read somewhere that Zoho invoice supports automatic recurring billing. Is this true? How do I set it up. This obviously differs from recurring invoice. How do I utilize Authorize.net ARB feature in conjunction with recurring billing? Thanks!Export Records is gone
Hello, For some reason it looks like the export records functionality no longer exists in Zoho Invoice. I used to be able to go to settings -> export and export our records. We use this weekly to generate our subscriber list for our newspaper. We are also unable to import records. Thanks!Change CRM Account you are integrated with
Hello, Is it possible to change the crm account you're integrated with for Zoho Invoice? I created a test account for the integration, just to make sure it works, now I want to hook it up to my production account. It looks like I'm unable to do that. Thanks!Copy customized templates to new organization?
I've added a new organization, it's just like the old organization but a new name and location. I would like to copy my templates and email responses from the old organization to the new one (both will remain operational). I would prefer NOT to have to recreate it all in the new organization. Is that possible?Timer in iOS mobile app resets when task switching
Has anyone else experienced the timer in the Zoho Invoice iOS mobile app (used for time tracking) automatically resetting to 0.00 if you switch to a different app on your phone and then come back into the Zoho app? I understand Zoho is working on upgrading their Time Tracking, but I'm not sure if/when that will occur.Can I Email a Copy of Invoice or Estimate to a Staff Person
I am wondering if I can send a copy of an invoice to a specific staff person without having to add them to a client's profile... and without sending them to the client. We meet several of our clients in person to pick up payment and it would be nice to present them with an invoice, but my salesperson is not very computer savvy. Thanks in advance for any help!Timezone is stuck on -08:00
Hello everyone, my timezone is stuck on -08:00 and it cant be changed. i tried to change it from the zoho account and sign out then sign in again but it was the same.Invoicing for subsidiaries in differenr countries from 1 common Zoho account
We have 3 subsidiaries in 3 different countries, each of whom have a different address. We would like to be able to issue and track all invoices issued from the 3 subsidiaries from one Zoho invoice account. Is that possible?Start-up Entrepreneur Subscription
Hi Guys, I've recently just started up a very small computer business with little to no customers currently. Which means at this stage I will never need anywhere near 500 customers. I really love Zoho Invoicing as it's a very simple program to use but I find that I don't think I'll be able to afford $15p/m for the first plan. As well as saying that five customers is definitely not enough when expense customers are included also. If there was a plan created with up to 100 customers / 1 user for $5p/miOS Mobile APP: Unable to search items
Hi all, I recently updated a number of our employees to the newest Zoho invoice on iOS and have an issue. When adding an item on an invoice/estimate it brings up the list of available items and I can scroll through to select. I cant seem to find the search option that used to be there. We have several hundred items in our list so scrolling through them would take way too long. Am I missing the button somewhere, or was it removed? Thank you.Synching existing Zoho Invoice Customers with Zoho CRM
Hello, I am currently using Zoho Invoice and would like to begin using Zoho CRM. Based off the following document, it looks like the updated integration is only from Zoho CRM -> Zoho Invoice and not vice versa: https://www.zoho.com/invoice/help/integration/zoho-invoice-zoho-crm-integration.html That being said, how can I setup Zoho CRM to show the invoices of my customers in Zoho Invoice? Would I: Export all of the contacts in Zoho Invoice Import them into Zoho CRM Synch them from Zoho CRM -> Zohologo quality
I'm seeking assistance on Zoho Invoice for the Header Background image quality. I can not find any filetype, size or image setting that will give my uploaded background image a quality appearance. Please see attached sample invoice here. When exported to pdf and printed, the worst looking part of my invoice is my company logo. Not something I can send to clients and feel good about. Can someone from Zoho tell me what the optimum settings are, in real terms. I've read a lot of posts here whereLine breaks in Timesheet notes
Is there a way to add a line break in the Timesheet's Log's notes? I have multiple items I had to add in the notes so that when I run a report and generate a PDF all line items are printed in separate lines instead of jumbled up in one line.Introducing Price Lists in Zoho Invoice
We've introduced Price lists in Zoho Invoice. Price lists allows you to maintain a customized set of rates against the standard rates you maintain for your items. Price lists can be created in any currency. If you create it in your base currency, you can associate it with customers from other countries too. You can choose to mark up or mark down rates (percentage), or enter custom rates for all your items. With Price lists, you can define and maintain custom rates for all your customers. Be it theDisable the zoho invoice integration with the google apps mail
GMail gadgets for Zoho Invoice will be automatically enabled for the users who installed Zoho Invoice from Google Apps Marketplace. However, if you do not wish to see the gadget in (footer) your Gmail account, then you can disable the app for the user. Once the app is disabled for the user, the users will not be able to access the Zoho Invoice account under the universal navigation bar 'More'. Please refer the image below: To access Zoho Invoice account, the users need to get into the loginZoho Invoicing
Hello, I wonder if you can help me please. We are looking to see if we can have the Zoho CRM perform Invoicing in the following way... 1. We have a client we log as a Lead. 2. We convert that lead and it adds as a contact. 3. We select the contact and create a sales order. 4. Once all agreed we then convert that sales order to an Invoice. Which also creates an account for this client. Here is what we are looking for... We take stage payments for the job. Is there a way for us to raise an invoiceConditional Logic
Hi, Saw other posts but they all seem to be old. Has conditional logic been added to Invoice templates, or any of the templates for that matter? I'd like to display certain fields, based on other field criteria. Thanks!Signing up for Zoho Invoice - email
I am a zoho mail user and I want to sign up for Zoho Invoice. When I attempt to sign up using my zoho email xxx@zyzcompany.com I see this message: Email address already exist....... Yes it exists, because I set it up using Zoho...it is my company email and I want to use it in Zoho Invoice... I was thinking of a paid account but if Zoho can't fix this then I will go to competitive product...How to insert Estimate based on a particular customer in zoho invoice using php curl?
Hi, How to insert estimate based on a particular customer in zoho invoice using php.Also how to fetch the customers from zoho invoice api? Thanks,Amount of Customers - Free plan
If a person is using the free account, it's only 5 customers but does this mean 5 customers ever or 5 active customers at any one time?Webinar - Introducing Auto Charge feature in Zoho Invoice
Hi Everyone, We've introduced Auto Charge feature in Zoho Invoice. What is it all about it? This feature lets you automatically charge your customer's credit card for recurring invoice payments. In case of failed payments, Zoho Invoice reattempts to process it after a few days (set by you). To help you understand it better, we'll be conducting a demo on the Auto charge feature in Zoho Invoice on the 3rd of September. Join us for the free webinar and learn how to: 1. Set up recurring invoices 2. SetNext 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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