Searching using customer notes under invoices (advance search tab)
Hello, In the previous version of advance search I was able to search invoices using customer notes keywords. However, after some recent updates on Zoho invoice I am unable to do the same as customer notes have disappeared from advance search of invoices. Please provide a solution asap.Edit my address on an Invoice
Hi, I would like to conceal my street address form an invoice before I send it to a client. I would not feel comfortable with this person knowing where I live. Can this be edited somehow?How do I associate more than one payment mode to an invoice?
Hi, i need to associate more than one payment term to an invoice. For example: for the invoice nr. 5 i need to associate 3 payments terms in advance 30/60/90 days. How i can do this? Thank you in advance FilippoAutobilling stopped working from around April 10
Hi Zoho, Thank you very much for a quite OK invoice service. I have regular customers who I automatically bill on the 10th of every month. Autobilling has worked fine until April 10. From April 10, the autobilling function stopped working. The error message says something like "The following place holder could not be inserted, and thats why the invoice was not sent out" %CompanyStreetAddress2% Checking my invoice template through the old UI, the selected place holders that I use in the templateAvoid Export/Import functionality for non Admin users
Is there a way to avoid exporting/importing entities for non-admin users?Upload logo into invoice in free version?
Is that possible? I can only seem to upload a background image. Clear steps would be helpful! Thanks MegConverting a Case to an invoice
Is there a way to attach a case or convert a case to an invoice? We always diagnose the problem before we create an invoice. The details of the case need to be included on the invoice. Any suggestions?Count of email addresses
Hi! Tell me please is it possible to increase the maximum number of contact persons that can be added in contact details at least until 15. The matter is that I have one customer which has several departments. One type of invoices I must send to one department, another type - to another department and so on. I need to add a little more contact persons to consider all. I don't want to create a new customer because I need to see total balance. Thank you in advance for the answer.Mailchimp,woocommerce and email before download plugin integration with Zoho Invoice - can it be done?
Can zoho invoice be configured and integrate with wordpress, mailchimp with woocommerce and 'email before download' plugin?Delete Online Payments from Invoice
I need to delete Online Payments from invoice ! We are from Argentina and none of those companies operates in Argentina. Also it does not allows me to send an email if Online Payment is not configured !!After an Invoice PAID how can print a RECEIPT of this transaction?
After an Invoice get PAID how can print a RECEIPT of this transaction?Payment Mode: Paypal option gone?
Sorry if this is a double post. Seems my last post didn't make it... I'm marking a few invoices as paid, but Paypal is no longer a choice. I haven't changed anything in my settings. Was this done intentionally or is there some bug? All of my customers use Paypal to pay me, so there's no option for me to choose at the moment. ThanksAttaching multiple documents to an invocie or quote
I have a client interested in quoting, and invoicing. Presently when they send a quote or an invoice they add pages to the invoice. Pages are: Invoice Product Sheet Terms and Conditions Line Card They use PDF Fill to combine them into one pdf file. So when an email is sent out there are not multiple files but one file with all the relevant pages in it. It can be 4 pages to 9 pages depending on what is ordered. Is there a way to create an invoice template that will allow the user to combine additionalAddress Formats bug
Hello: I want to report a problem. I want to change Address Format of Organization using preference settings, as seen below: If I click on Edit customer format, I can see the Placeholders. But, if I click on Edit Organization format, the box is empty. So, I insert a Placeholder, just to test... And what I get... customer address updated.Search Customers by Email
I'm using the API on to to link customers to their respective companies after registering on our company website. To make it easier for the customer I'm linking them to their CompanyID based on the customer's verified email. Currently, the API only supports searching the customer list for "Customer Name" and "Customer Notes". In order to circumvent this, I've had to paste the customer's email(s) into the note fields and search them for emails. It would be easier and more logical if we could searchI cannot find your invoices or bills (that is, my payments to Zoho service)
I cannot find invoices or bills for my payments to Zoho services :(+++123/1234/12345+++
Hi, I use "ZOHO invoice" for 3 years, with the French mode. I want to automate a structured payment communication(+++123/1234/12345+++) in the invoice !. Can you help me? Thank you.Japanese Date format with new UI has major flaws and needs improvements
Hi, I am a paying zoho user since three years. Based upon scary experience until now, how zoho has suddenly implemented new features where the result have been turned to the worse for us users, I have by purpose waited quite long before I switched to the new UI. Overall, the new UI looks promising and good, and I think it can be useful after further development by zoho. However, the new UI does not handle date format very well. Therefore I need to switch back to the old UI. All my customers are japanese,Export Zoho invoice
Hi, I need to export my invoices from Zoho invoice. I cannot export more than 10 000 records (detailles invoices). What can I do to export them all ? I just need the balance (10 000 records) and I don't need the detailed view (70 000 records) . Thanks for your assistance, Fred,Exporting - add a date range
It would be helpful if your export functions allowed the entry of a from/to date range. We import 800+ invoices a month and 1000+ payments - exporting the entire list each month is getting....large. Hopefully, we won't hit a limit anytime soon - but the ability to specify the date range would be helpful. I also looked at retrieving this via the API. It seems to support a single date (invoice or due), but not a range and the payments and credits API appears limited solely to a specific invoice, WhatPayment Reminders based on invoice sent date?
The automatic email reminding customers is a great feature. Can it be based on the date the original invoice was sent instead of the date the invoice was created? When I do work for a client I create an invoice but I usually wait a few days or even a week or two before sending the invoice. It is common for the customer to request small changes to the project that I want to capture on the invoice.How to work with Invoice API create a customer payment?
I am trying to cal an API to create a customer Payment. My Code is <%{ authToken = "<myauthtoken>"; invoiceMap = { "invoice_id" : "489509000000031013", "amount_applied" : "10100", "tax_amount_withheld" : "" }; baseUrl = "https://invoice.zoho.com/api/v3/customerpayments"; jsonMap = { "customer_id" : "489509000000030001", "invoices" : "[" + invoiceMap + "]", "payment_mode" : "Cash", "description" : "", "date" : "2014-03-27", "exchange_rate" : 1, "amount" : "10100", "bank_charges" :Ability for customers to view invoice and status online
I like just about everything on Zoho Invoice, except there's no ability that I can see for a customer to view the invoice online and see the status (sent/awaiting payment, paid, overdue, etc).Zoho Dashboard is Down 10:35 EST - Anyone Else?
Anyone else? 3 browsers: Chrome/Firefox/Safari. Suddenly, all show blank screen for: https://invoice.zoho.com/app#/home/dashboard Culprits? .js ? .css? https://css.zohostatic.com/invoice/Feb_19_2014_4_17642/zbooks/assets/styles/app.css ??? https://js.zohostatic.com/invoice/Feb_19_2014_4_17642/zbooks/assets/vendor.min.js ??Dashboard settings
Is there a setting so when viewing the dashboard I can view sales and receipts for the current calendar year? Currently by default it shows the past 12 months. I would like to be able to see just the sales and receipts just for 2014 YTD.Stange line with "Minimalist" template
Hello, I'm using the "Minimalist" template for my invoices and it works well when creating and in preview. Although in the pdf and in the print preview I can see an additional row after the only item inserted with a 0 in the rate column. Is this a bug?Print Remark on a new page
Hi Is there a way to print the Remark on a new page, i can have long remarks and i do not want to have it separated on two pages. RegardsCan't see all unpaid invoises in "invoice payment"
Hi! I have one inconvenience in using zoho invoices. I have one customer with a lot of counts of unpaid invoices (at this moment he has 109 unpaid invoices). When this customer pay for his overdue invoices I go (in new version of the site) to Contacts->choose him-> new transaction -> invoice payment. On this page of the site I see his unpaid invoices. But inconvenience is that I can't see ALL his unpaid invoices (at this moment I see only 99 unpaid invoices instead 109). Also I can't sort the listPayment Option. Need to select every time.
When creating an Invoice I need to select the "payment option" every time for some Customers. For others it remembers the payment option (Braintree). Is there a way that once a Customer has been Invoiced that it remembers the "payment option"? For some Customers it remembers "braintree" and for others I need to select braintree every time I create an Invoice.Change Currencies disabled, for imported CRM accounts?
Hi, I have accounts that i have imported from CRM, now i want to change the currency to USD or AUS. However, I can not seem to be able to do this! can you please advise as this is a big problem! The issue, I can not specify the Currency in the CRM, as such I have no way of telling invoice that this client should be using USD $ or AUS $ etc.... AbsRe: online payments
Hello, I had a complaint from a client. The invoices sent to him contain wrong link to online payments. The link is to client portal, not to paypal page for the payment. Please note that portal client is not active for the client.Is there a way to view the frequency, last invoice date, and next invoice date all in the same location like in the older version of Zoho Invoice?
Above is the screenshot of what I am talking about. In the new version of Zoho Invoice, you can't view all these things in the same location. Do you know where I can view all these things in a list like the old Zoho Invoice?Z invoice password
Can Zoho invoice be setup with its own password independent of the main zoho account (to keep unwanted hands out of our CRM, email and such). Greg Aanes 2109 Queen Street Bellingha WA USAAuto Fill for Contacts and Shipping info
In the Old version when entering a new Customer there would be auto fill options for Fields: City, State, Ect. In the new version I am not seeing this. Also can you please add a way to save Ship To addresses? I have 1000+ Customers that when I create an Invoice I have to re-enter the Ship To every time because it changes frequently. It will only remember the "default" or the last Ship To address used. I would like to have a drop down box of all the Previously used Ship to Address for that Customeremail "Payment Thank-You"
Hi, help me, please. I can't sent email "Payment Thank-You". Going to "contacts"->choosing customer->"new transaction" -> invoice payment, fill the payment recieved i see "Email To" and e-mail adresses with checkboxes. I choose e-mails, including my e-mail, but I don't recieve nothing, and I presume that others too. Please tell what is the reasonZoho Invoice and Paypal Subscription Payments
Hello all, So I've tried looking around the forum and haven't found an answer yet. My question is this: Can zoho invoice be configured to set up paypal subscription payments? I do love the auto-billing feature and it's a good feature. However, I really want to make the payment process as automated as possible and make it void of any manual intervention by either myself or my clients. If it is possible, how do I configure that feature? If it's not, is Zoho looking at making that functionality available?Ship to Address created in Estimate does not copy over to the Invoice
When creating an Estimate and adding a Ship To address it will not remember the Ship To address. For example: I create an Estimate (no 01) for a Customer that I use several Ship To addresses. In this case I Ship to 123 West Main Rd. Zoho now remembers this as the Ship to Invoice. Now I create another Estimate (no 02) and the Ship to is now 456 East Main Rd. When I go back to Estimate No 01 and "Convert to Invoice" it uses the LAST Ship To address (456 East Main Rd) not the (123 West Main Rd)."Balance should occur at least once" error when creating new invoices
It appears that Zoho Invoices has problems with the latest dev version of Chrome: Whenever I try to save an estimate it produces the following zen-like error (at the top of the screen): Balance should occur at least once This makes no sense for an estimate. It's probably something wrong with the JavaScript code on the page or a bug in the dev version of Chrome. Either way you should get your devs on it to figure it out before it surprises anyone when the next version of Chrome comes out. OnlyCan't attach a file to invoice
Hi, I'm having a problem attaching a PDF file to an invoice. I use this functionality all the time and normally it works fine. However, today I am getting an error message "Invalid value passed for attachments" after I attach the file and then press "Send". Any help with this is appreciated! Regards, MarkDifference between "net 5" and "net 30" in the field "due date"
Hi! I have some customers with the Payment terms "net 30". Recently have noted that for the field "due date" for this customers fills automaticaly with next logic: date of creation + 29 days. For another side, I also have some customers with the Payment terms "net 5". But for field "due date" for this customers fills automaticaly with another logic: date of creation + 5 days. So, for them I must change "due date" manually. Is it a program error?Next Page
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
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
Most Discussed Topics
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.
Zoho Developer Community
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
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
Top Contributors
Hari Hara Sudhan. S
gmignot
duncanchristensen03
Rajesh