Zoho Invoice Payments Thru Paypal
Hello! I have business payments setup through Zoho Invoice for Paypal. This is my first time using Zoho Invoicing and didn't know if my customers would then be directed to pay to paypal when they clicked the link that asked them to pay online through the email invoice template I created. Since these are also going through PayPal Business Payments, I wanted to ensure that the fee would be $0.50 like other paypal business payments I have received in the past from another company using the same paymentAdding items in an invoice
I have a contracting business that performs similar tasks. A simple example might be "Clean for sale". I would perform a task like this on multiple jobs but the scope is different for each project. When I create an item for an invoice it indicates that "item already exists" if that same term was used for a previous project. As I mentioned the scope of work is different for various projects so the amounts differ. Is it possible to create the same line item for different projects without receivingCan't Export Customers Anymore? No customer reports?
I can't export contact or customer information in the new version of Zoho... The choice is missing. Only import exists now as a choice. There are all kinds of reasons one needs this. Am I correct? Cheers, Nealinvoice template
How to add company Phone and Fax number to company header?Using Zoho Invoice for a shopping cart
Hello, I'm using Zoho to invoice my customer when I work on IT stuff. I'm now selling webhosting from my website. There is a way to create a form so when user chose a plan, send them to a form, client will enter information, pay for the plan that their chose and after send me an email so I can create their account? Thanks, Marcpayment using zoho invoice API
By logging in to zoho website, we can send email to coustomer to pay via playpal/authorize.net (using link in the email) Can we generate link using your invoice API and use in our Application? can you tell me how to do this? if it is not possible, can you please suggest other way? -thanks,How can I add two columns in my invoice template??
Hi, I need to add two columns in the plain invoice. One to show what type of TAX it is (i.e. either 21% or 6%) and the other columns to show how much is the TAX, so that in the last column (Amount) shows the total amount for that item. Thank you. Murray HarperImport Contacts broken
In the past two days, you have changed/broken the Contacts import. In Step 2 of the process where you map the fields/columns of the import file with your matching columns, the 'Customer Name' column is missing. It was working two days ago- and we have created code to export our data into a CSV with matching column names, which no longer works. Was this change intentional? If not, please fix this asap.If it was intentional, then is there a way to get notice of schema/layout changes as we have createdCan the User Type (Staff) create projects and tasks?
Hello, general inquiry here. We just started using Zoho invoices and have a couple of questions on user types: Can a Staff user create projects and tasks? With the default setup, only admin users are able to create projects and tasks. Is this right? So what is the difference between a staff user and a staff user with time tracking access? LawImporting invoices when Contact does not exist
When importing invoices, if the 'Customer Name' does not exist as a contact record within Zoho, it would be 'nice' if it warned of this in the 2nd step of the import wizard. I'm assuming that having a corresponding contact record is not required (though I would think it should be)- but, if it is not a requirement, then a warning would be helpful. - And if that's a bug and it should prevent the upload/import of the invoice, more the better.Add bankaccount to the invoice
Hello I dont understand where i can add my bankaccount-number.. dont know what this is called, but its my number to the bank, where people pay the money. Can someone please help me with this? Thanks.How can i add bank account to my invoice?
Hello, i really dont understand this. When i send an invoice to a customer they will pay me.. and to do that, they need my bank account, so they got somewhere to pay... I dont understand where i can add this. Can someone please help me with this?Invoice Address Layout
Dear Zoho, First off, after many years of using Zoho Invoice we must say a big thank you for the new interface design. We find it so much more user friendly and finally the back button works, sort of. Since migrating over to this new interface the only problem we seem to have had relates to the layout of the invoice address. We are using your Pro template and all our client addresses did look like the following: Client Name 16 Made Up Street Guildford Surrey GU13 4EP UK But now that same made upMultiple address formats?
Is it possible to define multiple address formats for including on Estimates, Invoices, etc.? Ideally, it would be good to have this defined on a per template basis and not globally.Personal Data Protection laws
I'm based in Spain and we have very strong Personal Data Protection laws. I'm afraid I won't be able to use Zoho without revealing my clients' personal details to Zoho and third parties. Otherwise, I think Zoho is a great idea, which is why I signed up for it.Can you combine Timesheet, Expenses and Invoice into a single invoice?
Hi I would think this would be quite a common request. We would like to bill our clients monthly. So on the monthly invoice we would like to add in: 1. Any expenses 2. Any timesheet logs 3. Our monthly management fee At the moment it seems we have to create 3 separate invoices for each category. Is there any functionality to combine this into a single invoice? Thanks GeneZoho Timesheet Log Entry Space
Is there a way to add more space to a Timesheet entry. My clients require specifics and I'm receiving a too long description error. I can't really break into two entries because everything done is part of same task. Elino tax fields in my template
Hi The template shows tax fields but my customised version they are absent. Please advise. Thanks JustynNew UI and importing invoices
I like the new Invoice UI - but noticed one item that may have been omitted (hopefully by accident) and that is when importing invoices, the original UI has a checkbox to auto-increment the invoice number, but the new one does not. Can you advise if this is an oversight and will be added to the new UI or must we provide a unique invoice number for imports?Portal URL in new Zoho Invoice
I've just found this new URL Portal feature in the Settings area of the new look Invoice. It simply has a login - apparently for my customers? I cannot get in nor get it working? Help area has no info. Any guidance helpful.Is there a way to communicate with a customer over an estimate?
I run a custom PC business and all of my pre-sales communications with my customers revolve around the "estimate" (quote) itself. But in ZOHO CRM, it seems that all estimates are sent by set "templates". (There is a "note" field for each estimate, but it's a small text area meant for some simple comments). Is there a way to communicate with a potential customer in a single email that has the estimate information displayed in email? Example: 1. A potential customer fills out my online inquiry formAcces invoice for customers
Is it possible to give acces to customers to view and print their invoices? Freshbooks had this feature.help me with italian taxes..
Hi I'm Italian and we have multiple taxes and I can't get it work with zoho invoices.. I have generally 3 taxes: cnpaia (4%), iva (21%), and than ritenuta d'acconto (-20%) this is the correct formula for 1000€ cnpaia: 40€ iva (1000 + 40) * 20%: 218.40€ ritenuta d'acconto: -200€ Total: 1058.40 this is my zoho taxes configuration: my taxes group: - cnpaia 4% - iva 21% (stacked tax) - ritenuta d'acconto -20% zoho partials: cnpaia: 40€ iva (1000 + 40 - 200) * 21%: 176.40€ ritenuta d'acconto: -200€ Total:Deleting credit in new UI
I cannot find a way to edit/delete an outstanding credit in the new UI. In the old UI, under Invoices - Payments Received, you can edit/delete outstanding credits. Is there a way to do this in the new UI?Importing Payments and payment mode
If I enter a payment manually, I can enter/create a new payment mode that can then be reused with other payments. However, when importing payments from a CSV file, it does not appear to support custom payment mode types/text. For example: Manually entered a payment with payment mode text of: Direct Uploaded payments via CSV using the same (now existing) payment mode: Direct The uploaded payments were imported using the mode: Cash vs Directproblem with zoho crm
Good morning i would change the layout of the quotes and invoices (like in zoho invoice) is it possible in zoho crm? there are some limits for a professional (CRM) account to use zoho invoice? i create a key and i try to import my clients from zoho crm to invoice, but everytime that i try to import the contacts i'm waiting so much and i will never finish to import ... someone have some suggestions?Multiple Organizations Problem in API
Hi, I'm trying to implement Zoho Invoice in a project. Our users can belongs to multiple organizations. How can i set the company id parameter? No one hint in documentation :-( Thanks.Invoice Mail count reached
Got this pop-up message today: " Problem in sending email. Contact support@zohoinvoice.com for assistance. Mail count reached today\'s limit(50)" How do I increase the count??Costs's against an invoice
Is it possible to assign cost's against an invoice so that you can keep track of the Profit and Loss on an invoice? And if so can you then assign these cost's a purchase order and such information like supplier etc...?Additional fields for items?
Is there any way to add additional text fields to an item? For example, several of my clients need not just a description of the individual item, but also the date on which services were rendered and a field to identify the person who scheduled the service. It would be great to have the option of adding other fields besides quantity and taxes, specifically, text-based ones that don't need to be calculated. Thanks so much. -KimberlyCan a link to pay an invoice be added to an existing email system ?
Can a link to pay an invoice be added to an existing email system ? My client has an existing MS Access system that generates invoices and emails them with Eudora ( not my design; I’m picking up where the old programmer left off). I’ve been asked to allow credit card payment ( for the first time; my customer has no current method for accepting credit cards) . I’ve looked at Zoho quickly and now wonder if there is any method to add a link to the existing email that would allow the clientsCombined invoice for time and expenses
I'm investigating paid invoice management systems like Zoho, and I see this comes up every 6 months or so here on the forums, looks like it's about time for another request. So far the biggest missing feature for my business is the inability to add billable expenses to an existing time invoice. I do IT support and often have a list of billable expenses that equals or exceeds my timesheet entries for a given project. Since I invoice on project completion but may have 2-6 weeks of time and materialsZoho Invoice's integration with Zoho CRM scheduled for Q2 of 2011
Speculations, requests, some frowns too. It was all about the Zoho Invoice and Zoho CRM integration (ver 2 ofcourse). The word is out now, we are targeting a complete integration between the two services by the second quarter Q2 of 2011. If you haven't sent us the list of "Wants" please do so now, we may be able to squeeze in a request or two off that. We are presuming it would leave less to desire for(post the integration) because we are taking the integration all the way this time around. To integrations,Invoice emailed when open
Hi, When i change the invoice status from 'Draft' to 'Open', does it automatically email off the invoice to the client? Rgs RichLogo Missing from invoice pdf
Hi, starting about an hour ago, invoices are missing logos when exported as pdf or printed. Logo appears to be OK in settings area.Tax Exempt Customer Profiles
Can you customize customer information in such a way that line items will not calculate any sales tax when invoicing a tax exempt customer? The majority of my customers are tax exempt (Schools, Churches, Government) and invoicing would go faster if I did not always have to change the tax rate to 0% on each line item.Number of periodic invoices
Suddenly the periodically generated invoices have a very large out of the row number. Has Zoho Changed anything? How can I make sure that the periodic emails use the same ongoing numbering?How can I import selected Customer from Zoho CRM?
I just started exploring ZOHO invoice, specifically for its integration with Zoho CRM. When I import my customers, he also takes prospects, and any contact.... leaving me with a list of 8000+ "Customers" in Zoho Invoice today. In reality I only need a fraction of that data for invoicing. How can this be arranged? PhaedraWill Online Banking and Credit Card feeds be available for Invoice like Zoho Books?
Hi Is Banking and Credit Card feeds in the pipeline to be fed into Zoho Invoice as with Zoho Books? (Which is a great feature by the way) It would be much easier to track payments received then for invoices sent. Thanks GeneOrganization info missing from estimates/invoices
Randomly today it seems that fields from my my organizations profile are missing from the right corner of all of our estimates and invoices generated. Some fields are showing up such as; organization name, address, city, postal code, and country. But phone, fax, website, and our license number set as a VAT will not appear. The generated estimates and invoices still have gaps in this area where the information used to be. Any one have any ideas, I have tried re-entering this information, but it willNext 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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