sending invoice without pdf attachment
Is it possible to send an invoice email but without the default invoice pdf ? I need to send it with my countrys oficial invoice only, wich I attach manually. Thanks for your helphow do i set auto billing ?
i want to add auto billing i working with monthly subscription for example a customer needs to pay me 500$ a month i want to insert his credit card / bank account once and i want it to charge him automatically and send him an email for the payment i also want it to use customer credit notes before the payment , so if i gave the customer 200$ credit note for this month its will only charge him with 300 is it possible ? thanksDeleting an invoice when a credit has been applied to it.
Hello, I'm still testing your Zoho Invoice software. I have ran into the following issue: I've set up a test customer. For which I have opened an invoice and paid the invoice with a credit note for the same customer. Now I want to delete the invoice but I can't. I get the message: "This invoice has credits applied to it. Hence, it cannot be deleted." Next I went to the credit note to delete it but I can't delete it either. I get the message "Credits applied to invoice(s) or refunded cannot be deleted"Adding New Users
When I add new users, they can't see the invoices or contacts or anything that I can see. For one user it has worked. I'm not sure/can't remember what we did differently. What do? Can't remember if it has to do w/ the ZSC key and if so, whose do we use and where do we put it?Missing notes and Terms & Conditions when an estimate get approved
Hi All: I would like to transfer the information from notes and Terms & Conditions of an estimate, to an invoice automatically when the estimates get approved. I made plenty of test and the only informations missing are notes and Terms & Conditions , the rest is working O.K. Thanks.What happened to the Discount column on quotes and invoices?
I can no longer show the discount column on my quotes. How do I enable it? thanksInvoice Templates -- Why can I not see the dropdown menu in the top-right screen of my Edit screen to change invoice templates?
In Edit mode, other users in our department see a dropdown screen in the top-right corner which allows them to change templates for the invoice. On mine, it is blank. The "Edit" row is there at the top, but there is nothing to the right of it all the way over to the right side of the screen. Can someone explain why and how I can remedy this? Thank you.Custom Invoice Template
I am a custom invoice template user and we rely on it on some critical business requirement. I once reported the sometimes the PDF got performance issue and I really appreciate Zoho team is working on it. But I am very disappointed by the solution - disable HTML editor completely. Create User Case would not do it. YOU CANNOT SATISFIED ALL USERS WITH USER CASES !!! How many templates you want to create ?!Automatic billing of overdue invoices only
Is automated recurring billing set up yet? Particularly, all I need is to automate the billing (with authorize.net) of overdue invoices. Ideally, it would only occur after an invoice is 3 days late and the reminders have already been sent. ThanksSeparating daily work
Is there a way to separate the invoice by days? Such as Monday the first line, a description of that days work in the next and the hours and items below that? and so on for the rest of the week?Add expenses to existing invoice
Is there a way to add one or more billable expenses as a line item to an existing invoice, or to add them to an invoice I am creating? Or, alternatively, a way to mark billable expenses as paid without generating an invoice for them? If I have to do domain registration for a client, and pay for hosting, I record these as billable expenses. When it comes time to charge the client for these items + my time, I have to turn both expenses into an invoice and do another another for my time. This is 3 separateInvoice displays wrong headers for item table
Hi, There's an apparent problem with the labels above the items table in Zoho Invoice. I have two different templates for my invoices: one in English (the default one) and one in French. When I go to the templates settings and choose to edit or preview the French template, the labels show up just fine. But when I go to create an invoice with that particular template, the "Item & Description" as well as the "Qty" headers are still in English! I believe this is a new bug because it used to work before.Update ARB CC info with payment form?
Hi, I have ARB subscriptions set up in Auth.net and I have my Silent Post URL set up to add invoices to Zoho Invoice for the appropriate Customers/Contacts. Sometimes subscriptions are declined and Auth.net is notoriously bad at dealing with declined payments. Is there a way I can set up Zoho Invoice payments to collect the new CC information and update the existing ARB subscription CC information with it so that they won't have to pay through Zoho each month? Thanks, GabrielZOHO CRM invoices & ZOHO Invoices- which one?
hi, we have the CRM module and it can send out invoices. So if we sign up for this zoho invoice, how does it reconcile with the crm module... do they invoices have the same invoice #? and how about all our products? how do we load it into the invoice?How and when do customers sync from CRM?
Do I have to manually tel Zoho Invoice to sync with contacts in the CRM? I am trying to programmatically add contacts and create invoices for them using the API but I am running into the problem of a missing customer ID for newly created contacts.Using Contact ID (from CRM) to get Cusotmer ID (from Invoice) isn't working
Am I using the wrong url here? https://invoice.zoho.com/api/v3/contacts/[CONTACTID]/?authtoken=[AUTHTOKEN]&organization_id=[ORGANIZATIONID] I tried doing this with the Customer ID replacing contact ID and of course it works fine.... the problem being I have the contact ID and not the customer ID. I was told I could use the Contact ID to fetch the Customer object with the Invoice API. What do? **Edit: I need to run through a lot of contacts so I need to come up with a way to not use the SEARCH method.Organisation profile
You standard have these boxes in your organisation profile. Your Logo Organization Name Industry Adress Contact Email But in the netherlands it is normal to also add KVK Nummer (Chamber of commerce number) BTW Nummer (Tax Number) IBAN (Account number) BIC Code How can I add these? Since i need them on my invoice..Need programmer to develop a shopping cart with Zoho Invoice
Hello, I need a programmer du develop a plugin for me only to use with my website... Please contact me via skype (marc3k) if you are interest. I’m using Zoho Invoice to send invoice to my client when I do job for them (IT). I recently add a Webhosting product to my product. I want to be able to use Zoho invoice with the webhosting. I when people select their webhosting plan, I want them to be redirect to a web page. On that webpage, their will have to enter all the info for the order. That has toCan I delete all Invoices (and/or Payments)?
I accidentally messed something up with my programmatic approach to adding Invoices and I need to delete them all (but I can't unless I delete each payment individually). There are about 300 Invoices (and payments). Can I delete all payments at once?I have an .osd for an invoice, how do I...
What's the best way for me to do this. Here's what I have been doing. I have an .ods (OpenOffice Document) that's a spreadsheet we use to create an invoice for a potential customer. I have been creating it on my desktop and saving it as a PDF and emailing it to the client. What do you recommend I do to simply and make more professional? As of yet I have not tried "Zoho Invoice", because I already have an invoice. I don't want to have to learn another thing to send invoices. Is that possible?Year End Reports
Hello, I am looking to do a report for our accountant where it includes Client Name, Invoice #, Date of payment, Amount, Tax and Total. I am able to do one report but it does not separate the tax into a separate column. It only includes it all together. Is there a way to extract the tax so that it shows separately? Any advise/tips would help! Thank you. JenniferCreating an overdue invoice
How can I create an Invoice programmatically with an overdue status? Alternatively, can I set the status of draft Invoices to overdue? Thanks, GabeTimelog - minutes
Regarding timelog: "HH:MM" I manually enter time. Is the "MM" 0-59 minutes? For example, if I spend 2 hours 20 minutes is it as simple as entering "2:20" or do I need to do some formula? This must be obvious to everyone as I didn't see this question in the forum. Thank yoU!Multiple billable expenses for one client?
Using your invoicing system I have entered a couple of expenses for a particular client. The system does not appear to allow me to select multiple billable expenses and create an invoice for the client? Surely we do not have to create a separate invoice for each billable expense?Recent UI changes in Zoho Invoice
Dear Customers We moved in some UI changes recently to both Zoho Invoice and Zoho Books. Since we did this, we've been receiving questions. Hence, we are listing some of the changes, that we'd like you to know about: The quick search option: The quick search option on the right hand side of the page, is not available now. As an alternative, you may use the search option right at the top of you list; only till we have the quick search option back. Sort by: The earlier UI had a separate 'sort by' dropInvoice Ship to not showing up
I go to edit template and add Ship To and save but when I go back to create invoice Ship to does not appear How can I get Ship to on the invoice ?Custom Field in Invoice Details
We have prepaid and postpaid customers. Right now when we download Aging file, we have to manually bifurcate these customers in excel. Is it possible to have custom field whereby we can have a flag/dropdown to choose Prepaid or Postpaid customers. So we can download only Postpaid customer details.3 Support Questions
Hi I've switched over to the new system which looks v nice indeed, but I have a few questions: 1. Can I change the time period for total receivables and sales in the dashboard? 2. If I have 2 organisations set up, can I transfer old invoices or estimates between organisations? 3. We've noticed some data missing from invoices when printing from Zoho (e.g. field labels such as VAT and subtotal). Has anyone else reported this?Disable/enable contacts for a client
Hi, I have a number of clients that have 30+ contacts, when i import these into the invoice application, all i want to do, is enable a 3 or 4 of these contacts to have Portal access. However, I can not do anything to change this at the moment, and I do NOT wish to delete contacts from Zoho CRM, as they are important! Any ideas? CheersSet payment term during invoice creation via API
I am using Zoho Invoice to create some invoices, only with the API. Is it possible to add specific payment term, only with the API, on the same call than invoice creation (not with another api call as visible in documentation) ? Best regardsUnable to save Timesheet duration properly
Hi everyone, I can't believe I'm the first one to report this, but since this morning (Feb 25, 2014, 10:50 AM EST), I am unable to change the duration of an existing Timesheet entry in Zoho Invoice. The bug is actually very easy to reproduce. Here's what I'm trying to do (and was able to up until this morning): Go to the Timesheet section Choose an existing task (I'm using one that I tracked using the timer) Note the time on the counter for that task, for example 4:05 Click on it to load the 'EditDouble print in same page
I need to print a double copy of invoice in the same sheet. I use pre-printed modules in a A4 format , divided in two . One part is for me and one is for customer. (I know is complex, but we are talking about italian laws...) Is possible to customize the page in this way?Missing providers section to become a small accounting application.
At the moment, you can manage all the information related to your customers but you can not manage information related to your providers. Let´s say that we need the following sections in order to have an accounting application: Accounts receivable (where the company enters money received), Accounts payable (where the company enters its bills and pays money it owes), General ledger (The Company´s boks), Billing (where the company produces invoices to clients/customers), Stock/Inventory (where thepurchase invoice
Hi, This software is very good... to manage the selling invoice. But I think it could be nice can manage all the purchase invoice in order to give a really complete accounting managament system. Do you think will be implement in the future? Thanks for your answer. Davidepdf format
1) if the invoice more than one page, can add page number on the end of page? and mark invoice number on second and after page? 2) how to email the PAYMENT RECEIPT to client? 3) can add the invoice number on PAYMENT RECEIPT? (https://invoice.zoho.com/app#/paymentsreceived)Add a column to invoice
I would like to know if there is a way to add acustom column to an invoice. I would like to add a shipping column and a tax column so I can enter a fixed amount for shipping and a fixed amount for tax per line per item Here is what I am looking for Qty Item unit Price shipping Tax Total ThanksCan't Open File when Printing or Exporting PDF
I get a pop up box that says "Can't open this file. There's a problem with the file format" when I try to "Print" or "Export as PDF" in Zoho Invoice. I recently got a new computer that is running Win 8.1. I never had this problem before??Bitcoin Currency Support
I've started to accept Bitcoin from my customers for payment as well as paying for online services. The currency code is BTC and the currency symbol being (re)used is the Thai Baht symbol ฿ in the same way as the $ symbol has been reused for different currencies. Any chance of adding support for this currency? If not I'm just going to have to keep using Thai Baht / BTC, but that's going to cause an issue later when we start doing business with Thailand. Many thanksGive staff access to Estimates
Does anybody else know how (if possible) to give staff access to estimates section. I would like staff to generate estimates to send out, but not access the rest of the invoicing. Currently they can log their time, but every time they need to send out an estimate managers have to do this. This would be a really useful feature and I feel an easy option for the development people to do (its just permissions at the end of the day).How to send invoice through API
Hi, I'm working with the Invoice API and most of it goes well ! I am however struggling with the 'send invoice' instruction. I read that I can send out the invoice upon creation, by adding the Send=true parameter. But I don't know where or how to integrate this. On the other hand, I'm trying to email an already created invoice, and am sending following data through a post request: $data = "<Custom.Subject>This is mail subject</Custom.Subject> <Custom.Body>This is the mail content</Custom.Body>Next 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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