Price book info from CRM to Invoice
Hi Hope someone can help. How do I get the price book info from CRM to Zoho invoice, is there a step by step procedure? Can the price book info be synced?
Written off report
Hi there, Please advise how to take written off report in Zoho Invoice (New Version) ?
Adding a signature
Hello. We'd like to add an email signature that we can use when we send recurring invoices. Is it possible in Zoho Invoice to create/add another signature?
Signature
When i go into invoice, select an invoice, send the invoice via email a default message and a signature we created is already filled in, in the body of the email. I figured it was the "signature" feature under settings. I went to Signature and changed it, saved it then tested it out again by sending an invoice but nothing was changed. Is there another area i have to make these changes. I have tried to google and looked through the site but I'm lost! Help zoho! :)
Sending invoice with one broken email-address
hi, have noticed one strange thing I have to send invoices to one my client on 6 email-addresses. I do it through Zoho. One of that email-address sometimes works sometimes - not (sometimes I recieve letter "Undelivered Mail Returned to Sender" ) nevertheless it is important to me to keep it in the recipient. My problem is that when this one e-mail does not work, all other recipients receive not full letter (invoices are in attachment, but the text is not completely). Please tell me why this
Adding Company and contact person's name on invoices
Hi Zoho, I would like to include a contact person's name above their company name/address on invoices (beneath "Bill To:"). Is this possible? I've tried editing the contact's details, however I can only seem to get either the person's name or the company name to display. PS: I love Zoho Invoice – it is by far the best invoicing software I have tried. Thank you.
Invoice for Multiple Projects
Is there a way to invoice a client for multiple projects on the same invoice?
Adding non-billable time entries
We manage want to be able to manage all of time in Zoho. Is it possible to add non-billable time entries? Or even convert a time entry to billed without actually creating the invoice?
Time Tracking time entry time log
Hello, When logging time by start and end time instead of number of hours, is there a way to enter time using A.M. and P.M. instead of a 24 hr clock? Also, I would like for the report to include this start and end time instead of just the number of hours worked. Is there a way to do this? Thanks, Teresa
Over payment of Invoice
Hi. I have two customers that I do a lot of work for and are invoiced weekly so there can be a few invoices that need paying. When they pay me it is usaly a round number and will cover more that one invoice, if I enter the whole amount in the oldest invoice will the extra show up on the next invoice. Thanks Jes
Currency Format: Add option 1'234'567.89
Hi I would like to have another Currency Format: 1'234'567.89 In Switzerland we use a single quotation mark (not curly) to separate thousands and a dot for the decimals. (see also http://en.wikipedia.org/wiki/Decimal_mark#Examples_of_use) Why don't you just provide a field for the decimal separator and a field for the thousand separator and the users can then choose on their own? Regards Jonas
How can I get my timesheet details into a client's portal
My clients would very much like to keep track of my hours on their own through their portal .... is this possible ? or In the works ? Thank you ! BabaOo
Need help in getting the PDF copy of a invoice
I am not able to get the PDF od a invoice in 1 single page. It is breaking up into 2 pages
How can I make a recurring invoice/receipt that is being paid by a direct Paypal monthly subscription ?
I have clients, which pay me monthly a fixed rate directly via my paypal account. (I'M NOT USING ZOHO for this) Those clients are also being invoiced (some punctual & some recurring) for different other products & services I provide, and Zoho Invoice takes care of all that. But I want these external recurring paiements on paypal to show under my projects, reports and dashboard...Basically I want them to be calculated into Zoho Invoice, so I can balance my projects and know when my clients need to
Modify Notes when the timer is running
Suggestion. Allow access to the Notes Field on a Timesheet while Timer is running. I use the "Timer" a lot in Invoicing. It helps me keep track accurately and I love it. I'm a contractor. I'll show up on site, start the Timer and I see the animation to the right indicating the clock is running. But, I'd like to be able to add and modify to the Notes field as I complete each indiv task throughout the day. The only way to do that now is to STOP the timer, add or modify Notes, then RESTART the
Visibility & Access
Hello, I recently started using Zoho Invoices and have added a few more users to my account. However I noticed that other users under 'Staff Role' can: 1. Delete your account 2. Enable and Disable the ''Two Factor Authorisation'' option 3. Have Visibility of all Expenses 4. Manage the 'Allowed Ip's'' Shouldn't these options be only available to the ADMIN user? I don't feel safe that ' Staff ' users can have access to these options. There must be some way that this can be disabled from them; or if
Travel Expenses- reimbursement by mile
Can Zoho Invoice calculate reimbursements by mile for travel? Is there a way to customize more fields for expenses?
duplicate contacts
I just used the import customers from CRM feature. It worked well, except now I have some duplicate contacts (I had previously entered contact info manually). Is there a way to recognize and merge duplicates? - Thanks, Brian http://www.redpelicanmusic.com
How to send invoices with Gmail?
I'm using a basic Gmail account for my business, not a Google App account. I am also utilizing a service that allows me to track email opens and link clicks. It would be very helpful to have an option to send my emails via my Gmail account instead of using the Zoho Invoice interface. Is there currently a "Send with Gmail" option?
Json not well formed when creating customer payment.
Hello, I am currently integrating zoho books with woocommerce via the zoho books api and a custom plugin that I am writing in php. I can create a new customer, item and even invoice, but when I make the call to record the customer payment which is defined HERE: I am getting an error that my json is not well formed. I have been struggling for a few days now trying to get this to pass, but so far no luck. I would greatly appreciate it if anyone could tell me what is wrong with my json or point me
how to Change Invoice number format
Hi, I am using ZOHO CRM along with zoho invoice. Once I create a new invoice Zoho automatically introduce an invoice number (like 428036000000612009) which seems too big. I like to make invoice number on small digits like 50550-onward. How can I do that? Thanks, Khan
Create one invoice for multiple projects for the same client in Zoho Invoice.
Hello Zoho Invoice users, Many of you would want to create one invoice for multiple projects recorded in Zoho Invoice for the same client. This forum post will help you with the instructions to create an invoice for several projects recorded in Zoho Invoice. First, you can create projects, create tasks for the projects and record time entries against them. The image below will show one customer having multiple projects in Zoho Invoice: Once you are ready to invoice these projects for the unbilled
Retrieving invoice with REST v3 don't exist
Hi, I'm new to zoho API, and I'm developing an application that GETs invoices. I can retrieve invoices through /invoices, but while trying to retrieve the details of one invoice I get the error 1002: Invoice doesn't exist. I'm using this uri: https://invoice.zoho.com/api/v3/invoices/1234500000098765?authtoken=343045xxxxxxxxxxxx&organization_id=xxxxxxx 1234500000098765 is meant to be invoice_id. It exists because I get it with /invoices. So, what I'm doing wrong? Thanks
Zoho Invoice. Online Payments.
Hello, I want to use online payments for invoices, so I have a few questions about this: 1. Is it possible to make automatic requests from Zoho to our API when customer successfully made his payment? (for tracking purposes in our system) 2. Is it possible to make refunds for online payments? Thank you. Regards John P.
nicer looking emails
Please make nicer looking "invoice notification" emails. Thanks, Brian http://www.redpelicanmusic.com
Individual Client Rates
I would like to be able to set a per hour rate for each of my clients - I, like most service providers have no need for products but offer all my services on an hourly basis. A field in each client to establish their hourly rate and being able to bill them accordingly would be great as clients pay different rates for different reasons (i.e for us schools and charities have a discount as do local businesses) - at the moment I have to use the discount option per invoice and have to somehow remember
Attaching Files to Projects
I own a small, private construction business and am using Zoho Invoice to organize and budget my various projects. When I go to a new project sight and discuss various estimates, I write out a basic project invoice and description on paper. I like these because they are quick and I am used to them. In my office, however, I would love to keep them organized electronically. I use them to later build a project in Zoho Invoice. It would be SO nice if once finished, I could simply attach the scanned document
How to resolve Internal Error 15
Hi There, I've been using the Zoho Invoice API quite happily up until this point using Node.js/Restify for my requests. I'm trying to send the following request to create an estimate and am receiving this in the body of my response. Error : {"code":15,"message":"Internal Error"} Request : URL : https://invoice.zoho.com/api/v3/estimates?authtoken=******&organization_id=****** Post Data : { JSONString: '{"status":"draft","billing_address":{"address":"123 Fake St.","city":"Fake Town","zip":"12345","state":"Fake
send via fax or export with fax cover
Sometimes my client do not use email as the communication. They prefer to use traditional fax. It will be great if inovice can be sent via built-in efax. Or, the invoice can be exported as pdf together with a fax cover which include the email template. So that I can use my own efax and then send the invoice to my client.
Why does the PDF version of my invoice (custom template) look COMPLETELY DIFFERENT than the preview?
The invoice that displays on screen, right before I click SEND, is beautiful. The invoice that gets converted into PDF or emailed via the Send button -- much more simple. Could it have something to do with the fact that I created custom HTML templates? Why doesn't that show up as the preview, though?
amount of invoice changed to 0 in paypal...
Hello, I'm not sure if is Zoho or PayPal but: - clients click on Pay now button (to pay with PayPal) - in PayPal, the amount for the invoice is 0 - if they try to insert manual the amount, PayPal do the conversion in US (my currency is Canadian dollar) Do you have any clue why? Thank you,
Recurrent billing date placeholder
Hi! I would like to use recurrent billing. But, each month, I need to write, in the description of the item, the date of the period for the billing, in French. Ex: Monthly subscription - du 1er juin 2014 au 30 juin 2014 Is there way to use dates placeholders in Zoho Invoice, such as: Monthly subscription - du %From% au %To% ? Thank you,
Sinchronizing Budgets and Products with CRM
I have som budgets and products created in CRM. Can I sinchronize CRM and Invoice, or do I have to export/import it manually? Tks
uploading photo of receipt on i phone app
When I try to save a photo of receipt to an expense on the i phone app the pic is not saving. Can anyone help?
Expense not in Price List
Hi, Great that I can add unbilled expenses when I invoice my customer. However, for a customer using a custom price list, Zoho Invoice tells me that "Automobile Expense is not in the price list PriceListUSA. Please enter the item rate manually.. This does not make sense when I have a specific expense such as "Gas $33" with a specific amount already attached to it. What do I do? Many thanks
How to export multiple PDF files to Google drive?
Can you please advise how you can upload mulitple PDF files to Google drive at once? Thank you. Jen
Outgoing Email Sender Name
Hi, Not sure if this is a feature already that I'm just not seeing or if anyone has already requested it.. We have our sender email set as billing@company.com... The problem is that the Sender Name is not being set as our Company name but instead showing up in Gmail and our client email clients as simply "billing" Any way to provide a field to enter a customer Sender Name - Would love to be able to have emails show up as Company Billing or Company Accounting Thanks! Mitul Gandhi
Item List per Client
I am wondering if there is a way for me to create an Item List per Customer. For example, If I select Customer 1, I only want to see Items associated with Customer 1. If I select Customer 2, I only want to see Items associated with Customer 2, so on and so forth. Currently, I am only able to view All Items. I hope I am being clear in my explanation.
Invoice Custom Total
Hello, I want to change columns Rate and Discount in the Invoice template and set it with custom data (charges and fees). For this purposes I want to disable total calculation due to it spesific in my service. So, 1. Is it possible to disable total calculation in Zoho Invoice? 2. If yes, it is possible to set it manually via REST API? Thank you Sorry for bad english
Importing Invoices
Hi, I am importing invoices from a CSV file and have a couple of questions: Am I able to determine the email template the invoice should use as I have two based upon how they pay? When importing can the invoices be automatically emailed once imported? If not, there is a problem when trying to send more than one invoice as the system say "...experiencing a roadblock" and invoices were not emailed...." - this happens everytime.. Regards Chris
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