Invoice and Quote Templates with Header and Footer
Would be great if you could define a Header and Footer for each template or a section where we can define which should be on each page and which parts shouldn't break through pages ... ;)Zoho Invoice not loading
Hi I log in and I get past the 'wait while we work our magic' bit then the application starts looping through the loading sequence. Please help I need access to my account urgently. Many thanks JustynCan I send an automated paypal subscription using Zoho invoice?
Hi, I have been trying to find the answer to this but nothing seems to be written down about it in a step by step instuction.We have a web based directory and charge an annual fee to customers of £195 plus VAT. I need to know if Zoho invoice can do the following: 1. We'd like to set up an invoice using PayPal as the payment merchant and automatically have this as a recurring annual subscription amount that is collected form the client automatically each year. 2. We would also like to issue invoicesSeriously: Auto Billing promised since 2010
Hello Zoho Team, I like Zoho a lot, but the lack of the auto billing feature already caused us big losses as customers can simply decide to "not pay". Unfortunately, searching forum archives on this topic is frustrating. The Auto Billing was considered by you one of the most awaited features from your users, and since 2010 your only replies were like "We are yet to implement", "sorry to disappoint", "we will release it soon", etc... Now, please do not reply me you're sorry to disappoint. Do not tellInvoice to set up recurring billing (not recurring invoicing) with one online payment to PayPal PayFlow Pro
Is it possible for an invoice to include an online payment link for recurring credit card payments? I have a PayPal PayFlow Pro account with recurring billing. I'd like to provide a link for individuals to set up their recurring billing payments. I only want to invoice them once and have PayPal debit their credit cards on a recurring basis. Is this something I can do with Zoho Invoices?Add options to saving invoices
A lot of invoices I create I manually print out immediately after I create it. When I create an invoice, the only option I have is to create a draft, or send a pdf in an email. I have to go to the email option, go back to the invoice list, find the invoice, and then generate a pdf. It's a minor annoyance, but it would be nice if I could just immediately generate a pdf when I create the invoice, rather than being forced to email. Thanks!Option to adjust how a business address is displayed
Would it be possible to add an option to re-arrange the way the address fields are displayed on invoices? The way it currently displays is: Acme Company Corp 1234 Street Lane City 123456 State In Canada, we display as follow: Acme Company Corp 1234 Street Lane City, State 123456 I've had a few comments from my customers that I should change this, but without manually changing a PDF file I can't.Why are invoices that are "Void" showing a balance?
Hello, I have a number of invoices that were incorrectly sent and we are marking them as "Void" - however, when I go to my open invoices they still show a balance? Is this how it is meant to work? What is the best way to handle invoices that were incorrectly sent?Getting Customer by Search String from Invoice
This doesnt work all times for me... For a few people it doesn't seem to return results. I am searching by first and last name. It works for most, but I can't seem to figure out what the specifics of the cases where it isn't working are. Can y'all posit a reason as to why get customer search may not work sometimes?Set Default field values for Payments Received
Hello, Is there anyway to set what the default values are when we receive payments? 9 times out of 10 our payments are sent in by check - is there anyway to make that the default value? We process hundreds of payments so it'll be a time saver. I know this functionality exists on Zoho CRM, I just want to see if it's possible to bring to Zoho InvoiceNot shown Tax Name and value on Pop up when click on item Tax to applied Tax in Edit or Mapping any Sales Order to Invoice
Dear Technical Team, I am just writing you about Invoice and Sales Order in edit or Mapping modes problem. When I am going to create a Sales Order then I can apply tax and view these taxes on popup but when going to Edit existing Sales order then I am not getting that applied taxes on pop up but its value shown in page also means below item details. Same thing happening with Invoice when I m going to mapping any sale order then it arise. Please solve it as soonPrice Books in invoices based on another field?
I am trying to help out a client with a ZOHO invoice need. They have 1 price book now and when they select ZOHO invoice from the Customer in the CRM to create an invoice they have the item details linked as a lookup field to that Price Book. What they want however is to have several price books with each connected to a property. So if I am invoicing a customer at The Oaks property I see only The Oaks price book when I select the item details for the invoice. When I invoice someone at Windermerezoho invoice for windows phone users?
I reckon they could bring zoho invoice App for windows phone users as well. As it makes it lot easier to work with.Zoho Invoice & Zoho Reports
Is there anyway to automatically pull data from Zoho Invoice to Zoho Reports? I'd love to be able to schedule a weekly custom report that gets emailed to a distribution list. I know Zoho CRM is connected, is there a relatively easy way to connect Zoho Invoice?sending letters during few hours
Hello! I noticed that the emails with invoices and "payment thank you" sent to the customer for a very long time - the delay can be 3-4 hours. I know when the letters come because put checkbox "send me a copy." Tell me, please, what it can be connected with? may be the reason is the difference in hours or another, or what the another reason? thanks in advanceURL Too large
Hi, I'm trying to create an invoice via the API and I'm getting an error that the URL is too large - which makes sense since URLs have length limitations. Can I send the JSONString at the POST body where there are no limitations? Putting it on the url makes it impossible for create invoices with more than a couple of items. Please advise. Thanks, JohnPlaceholder for Job Title?
Is there a way create a placeholder for a job title? I used to do my own invoices but now I've hired an Office Manager. Although when my Office Manager is out of the office I'll have to do my own invoices and would hate to keep changing the Job Title on the signatures all the time.Draft invoices...How client could have seen it?
Dear Support: As long as I know, at client portal just appears sent invoices... How client could have seen a draft invoice as show on attached image? Regards, Mauricio.Purchase Order in recurring invoice
How do I add a PO# to a recurring invoice?Comments available on mobile app
Hi: We are using Client Portal feature of Zoho Invoice. There our clients made comments on estimates and invoices. We would like to see those comments on the mobile app, since the new interface of Zoho Invoice is not "responsive". Cheers. MauricioRecord expenses while in offline mode
Hi, I am using the Zoho Invoice Android App (and loving it). My main use of the mobile app is Expense recording. Although internet connectivity is increasingly easier to find, there are still those awkward spots where you just can't be online - recording expenses "locally" until network is available and synchronising then would be a great time saver - I'll often record the expense as I pay, but if I had to do it later, it opens an opportunity to forget! Does this make sense?All charges associated with a client on one invoice?? Is this possible
Do I have to send 2 different invoices to a client inorder to charge for time and items? Is there a way to have all unbilled entries whether it is hours or products, accepted estimates etc bill on ONE invoice?upgrade and downgrand auto billing?
If I were to subscribe to authorize.net and use the auto billing, would I be able to upgrade/downgrade my clients billing? For example: My clients have the option to add on services (which bill monthly). A monthly plan for example is $50/month but the client wants to add on an enhancement that is an additional $10 per month = $60/month. Would I be able to append onto an existing subscription (auto bill) - or would my client get multiple billings? I have several add on options and I am trying to justCoupon Codes for online portal?
Hello, Is there anyway to have coupon codes setup for users, so when they log in they can redeem them off their invoice? We'd love to use that as a way to entice people to pay their bills online. Thanks.How to use Invoice and CRM together without importing/exporting contacts?
I'd like what I'm doing in Invoice to be reflected in CRM, at least as far as the customers I've already set up in Invoice. Is there no interconnectivity between the two? Right now I can only see one way to populate CRM with my customers, and that's via export from Invoice and import to CRM. That seems kind of "broken" to me given that Zoho is marketed as a sort of "all in one" suite.New in Zoho Invoice: Expanded List View & Grouping Preferences
We are happy to announce that we have brought back Expanded List View and have grouped the preferences in Zoho Invoice. Expanded List View Now you can find the most important details of the sales transaction details without selecting any particular transaction. At any point of time If you wish to return to the expanded list view from the detailed transaction view, simply click on the 'close' icon placed on top of the detailed transaction view. Grouping Preferences The endless scrolling to configureIntegrate zoho invoice with zoho mail
I would like to be able to send invoices from my Zoho mail. Is this possible?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 thisAdding 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, TeresaOver 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 JesCurrency 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 JonasHow 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 ! BabaOoNeed 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 pagesNext 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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