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 toModify 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 theVisibility & 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 ifTravel 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.comHow 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 mehow 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, KhanCreate 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 unbilledRetrieving 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? ThanksZoho 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.comIndividual 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 rememberAttaching 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 documentHow 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":"Fakesend 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? Tksuploading 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 thanksHow 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. JenOutgoing 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 GandhiItem 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 englishImporting 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 ChrisAdd customers in API v3
Hello, Does API v3 has methods to add and edit customers? (I'm using Zoho Invoice) I found only for an old API that didn't work for me https://www.zoho.com/invoice/api/customers/customers.html#how-do-i-add-a-customer? Thank you!Can I set timesheet log entry as billed?
Hi, Thanks for Zoho Invoice - really sweet app, a joy to use. Is there a way to mark a timesheet log entry as "billed"? I started a new project about a month ago, and used Zoho for invoicing. Now that I see Zoho does timesheets as well, I'd like to move all my timesheets into Zoho. But when I add all my time logs for the last month, the log entries as say "unbilled", even though I've already invoiced the client through Zoho. Is there a way to tell Zoho, "Hey, these timesheet log entries are alreadyZoho Invoice's integration with Zoho CRM, an update
Here's a heads up on the scheduled revamp of the integration between Zoho Invoice and Zoho CRM. We are listing down a list of inclusions that you'll see for sure. a. We will be supporting the option to importing "Contacts". With the present level of integration you'll be able to import only the "Accounts" and the contacts associated with them. The new integration will let you import independent contacts who aren't associated with an Account. This is a shift from invoicing only from B2B to invoicingPoor wording in portal welcome message
Is it just me, or is the word "you" missing from your portal welcome pop-up message? We're excited to see here at the portal. Here you can find all your transactions associated with ********************. You can access this portal at anytime and keep track of all your payment details. Can I suggest something simple like "Welcome to the client portal. Here you can find all..." Some things just sound more natural than others.Service date column?
Is there a template or another way to display a service date in its own column? I'm having to enter both the service date and item in the same line, which is cumbersome. Thank you in advance!Zoho Invoice Serial Number Issue
I am facing a serial number sequence issue. i am not able to change it back to 001 for a new financial year. but is asks that is already exist in the system and tells me to rename it. need help urgently. I thought it would have done it automatically after year ending.About HTML customize with Estimate and Credit Note
Hi there, I am new here and I want to ask you guys something. I have been able to make a Custom Template for my Invoice with my own HTML formatting etc., but when I turn to the Estimate and the Credit Note; sounds like I don't have that option of custom HTML. Am I right about this, or is this function hidden somewhere I don't know ? I think that if the invoice have this feature than other documents should have it too, because most of us need the documents in the same style and format; like brandingPaypal Payments with credit card and without registering an account.
Hi. I have configured Zoho Invoice with Paypal Standard as the online payment gateway. I don't want that my customers already have a Paypal account, I just want them to pay entering only their credit card number. My problem is that they get redirected to a Paypal page with two options (see attached picture).: - login with existing paypal account ("¿Tiene una cuenta Paypal?" - in the picture) - create a new one ("Abra una cuenta Paypal" - in the picture) How can I show payment via credit cardNew Interface How to Combine Multiple Expenses into One Invoice..
I'm missing something basic here. From the Expenses area, how to you create one invoice from multiple expenses? Is there a manual for the new interface? I'm finding it very confusing compared to the old one. Thanks.error on sending invoice - online payment gateway not set up
Hi, I am receiving a notification when trying to send an invoice that online payment gateway is not set up. I don't want to use an online payment gateway. What can I do?Sending invoice by email with a link to paypal - using API programatically
I am using the API to generate invoice and the invoice has to be send by eMail, If i use the console the email goes with this body The invoice INV-000008 is attached with this email. You can choose the easy way out and pay online for this invoice. Here's an overview of the invoice for your reference. Invoice Overview: Invoice # : INV-000008 Date : 21 Feb 2014 Amount : $1.00 But when i use the API https://invoice.zoho.com/api/invoices/send The email sent with a PDF and it does not have any meansNew interface - Convert to open
Hello, When creating an invoice, it is always done as a Draft. In the old interface, there was an option to convert it to "Open". I can't find this option any more in the new interface. The only way is to Record a payment, but if we didn't receive any payment, this is not an option. As long as the invoice is a Draft, it doesn't show as overdue, even if the payment date has passed. This is really annoying as I like the new interface, but I constantly have to switch to the old interface to change theNotification when we add a comment
Hi: We are using Client Portal feature of Zoho Invoice. There our clients made comments on estimates and invoices, and we get an email notification. But, when we make a comment in Zoho Invoice new interface we just have a "Do you want to show on the customer self-service portal?" checkbox and the client do not receive a email notification. Is there a chance to include an email notification to clients when we add comments, as we received theirs? Cheers. MauricioNext 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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