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 means
New 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 the
Notification 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. Mauricio
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 Filippo
Autobilling 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 template
Avoid 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 Meg
Converting 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. Thanks
Attaching 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 additional
Address 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 search
I 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, What
Payment 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. Regards
Can'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 list
Payment 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.... Abs
Re: 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 USA
Auto 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 Customer
email "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 reason
Zoho 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).
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