Upload receipts for expenses?
Is there a way to upload receipts for an expense item? If so, how? If not available in the core, has anyone created this functionality with the API as an add-on? Seems to be the only thing missing.... Thanks! JennTime Reporter?
Hi, Do zoho have any timereporter app for android? We need a function where we can have a start time and a stop time.Sales By Customer and Item
Hi Under Zoho Invoice "Sales Reports", you have Sales by Customer Report and Sales by Item Report. Is there a report that shows both of them together. i.e. I want a report for a single customer that shows total sales items for the year. How can we show such a report? Many thanks Geneinvoice forwarding
I can see that I sent an email in the invoice portal but not in the email portal for that specific account nor in my email list. How do I forward the email that was originaly sent to someone else?payment amount
Hi Can anybody tell me how to alter the payment received amount ? I accidently entered the wrong amount in the 'Record Payment ' section and now I have no idea how to enter the correct amount ? Thanks in AdvanceCopy items
Hi there, This is a simple feature I would like to see implemented - the ability to make a copy of an existing item, so in the event that I have numerous similar entries, I don't have to re-type the entire thing. It lets me be more consistent with my item formatting as well. Thanks!Can't export report from only one customer
When I do a report and I come to export using CSV or XLS, it gives me ALL my customers. On top of that, you you export a line for every item. All I want to do is get the all the following invoice data from one specific customer: Date of invoice Total amount I can't believe how much time I'm wasting trying to get this basic information just so I can generate a chart...Line item pricing
Can you hide indivdual line item pricing on Estimates so that you see total price only.Customizing PO# on invoice
Hi. When making a new invoice is there any what to customize the PO# line (below the drop down invoice line) to make it read something else? Since our invoice number and PO# are used for the same thing, we'd love to have it read "Description" or "Project Name" when making one. Thanks.HOW TO CREATE MASS INVOICES IN ZOHO INVOICE?
HOW TO CREATE MASS INVOICES IN ZOHO INVOICE?Access to Recurring Invoices via Zoho Invoice API
Is it possible to have access to the recurring invoices via Zoho API ? If not when will it be possible ? The idea is to be able to have a projection on future income based on the recurring invoices. Regards!Free edition
How do I create an invoice in Zoho Free?invoice payement issue with API in php
Hi Team, Please can you help to understand i have this error when i am to make a payement with Zoho invoice API ? Error Code 14:Invalid Ticket Passed This is the code that i am using to make the paiement in php $params = array ('SCOPE'=>'invoiceapi','authtoken'=>$authtoken,'apikey'=>$apikey,'XMLString'=>$xmlstr); $ch = curl_init('https://invoice.zoho.com/api/payments/create/'); curl_setopt($ch, CURLOPT_VERBOSE, 1);//standard i/o streams curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, FALSE);// curl_setopt($ch,Exporting data from Zoho Invoice to Zoho Sheet
We are happy to announce the integration of Zoho Invoice with Zoho Sheet. Now you can export your data from Zoho Invoice to Sheet very easily. You can find more details about this in the following blog post - http://blogs.zoho.com/uncategorized/one-two-three-export-data-from-zoho-invoice-to-zoho-sheet/ We will be happy to hear your comments on this. Regards SivaPayment Invoice Issue
Hi Team, I have and error "Error Code 14:Invalid Ticket Passed" during processing payement Please can you tell me what is the issue ? This is the php code that is using $params = array ('SCOPE'=>'invoiceapi','authtoken'=>$authtoken,'apikey'=>$apikey,'XMLString'=>$xmlstr); $ch = curl_init('https://invoice.zoho.com/api/payments/create/'); curl_setopt($ch, CURLOPT_VERBOSE, 1);//standard i/o streams curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, FALSE);//Customer Balances Report @ a specific date
Please could someone advise how I can view / print the Customer Balances on a specific date. The system defaults to today's date but I need it at a previous period / date. Thank you.Export Customer Statement / Ledger to csv or excel
Good day - Is there a way to export the Customer Statement Information to either a csv or 'excel'? Thank you.Where is terms and condition?
Hello, I really like Zoho Invoice, but I am pulling my hair out trying to find where to edit the terms and conditions for my invoice. Please help Thanks, Kevinfull customization of templates - disabled for how long?
Hi We are currently evaluating the Zoho Suite (invoice, projects,...) as our main tool to administrate our business. Since we are a software integrator company we are also potentially interested in interfacing zoho invoice with other softwares. By going through the software functionalities we were just astonished that the html editing of templates was disabled and not directly replaced by an upgrade of the functionality. How long will this functionality (full customization of templates) be disabled?signature line
how do i add a line for the customer to sign their signatureAdd total quantity in total box
What about adding total quantity of sold products in product invoice or hours in service invoice.Best Practice for Canceled Project?
I have a project that has been canceled. The client had made a partial payment as the deposit, which I recorded in Zoho Invoice. Since the project is canceled, I have refunded that partial payment. What would be the best practice for recording this refund, closing this invoice, and indicating that this project is canceled?Change quotes template
Hi, Does Anyone know where I can find the button the change the lay-out (via HTML or the easier option) after choosing a template. I already customized the fields but know I want to change the lay out. I can't find the button anymore. Thanks in advanceAfter Alter Quot template the result in PDF get messed up
I made changes to my Quot template, minor move of field into different location. After save the export to PDF got the wrong results and preventing me from get quotation from the system. Here is the HTML code used in the template. Start Code Here <table border="0" cellspacing="0" cellpadding="0" width="100%" style="background:#fff;padding:2px;"><tbody><tr><td><table border="0" cellspacing="0" cellpadding="0" width="100%" style="border-left:1px solid #dadada;border-right:4px solid #dadada;border-top:1pxHow I get the Receipt or Tax Invoice?
I have got only the Invoice when I buy the Zoho CRM and Zoho Project. My company need to have the Receipt.Any chance to disable mandatory rate field in items? Ideally totally customize items - change curency in items as well.
Hello, Is there any chance to get the functionality I need? Totally custom items: ability to set the currency different from the default currency in items. Ability to cereate invoices in EUR( for ex.) and see the reports both in EUR and my default currency - RUB."Payment gateways have not been set up yet."
I get the error below when I try to send an invoice, despite having synced our Stripe account. Any ideas? *** Online Payment Options Payment gateways have not been set up yet. Please set up a payment gateway for online payments or remove the online payment link in the body of this email.Delivery Bill
Hello, I have seen a lot of questions around delivery notes with answers from a year ago saying that Zoho was thinking of working on it. Is it done? Is there a actual real way to create a delivery bill automaticaly from a order but before an invoice? Thank you for your help Best regardsSynchronize Zoho Report with Zoho CRM and Zoho Invoice
Hi, I need to monitor my sales team performance/activity. I need to create a cross table report that indicates per week, per month, per quarter key business indicators bellows: - Number of new leads src: Zoho CRM - Number of lead converted src: Zoho CRM - Number of calls done src: Zoho CRM - Number of events/clientsView Draft under the customers information along with open, closed and overdue
When I set up a upcoming job It is set as draft and I date the invoice the date of the job. When I pull the customers name from the customer section it shows all the types of invoices except draft. How can I make a draft invoice show up on the customers info.Tracking hourly, but charging Per Diem?
Hi there, I need to be able to track time hourly, but charge clients Per Diem. Does anyone know if this is possible? Please help - I'd like to purchase, but this is possibly a deal breaker. Or....even if I can just keep the time sheet line items on the invoice, but get rid of the hourly rate on each line? Thank you so much! VesCustom template for credit note?
When creating a credit note, it seems that one can only choose from the system templates, and can not select a custom made template for the layout of the credit note. How can we use our company custom template for credit notes as well?Paypal payments not always recorded in Zoho Invoice
We have problems for a moment now, and it seems to be random (most works OK), what can cause the problem ? We do receive the Paypal payment, but it's not recorded in Zoho as its should. Customers are using the links from zoho invoice email, as it should... Thank you for your help JonathanIs it possible to import CRM contacts into Zoho invoicing more frequently than every 12 hours automatically?
Hi Is it possible to import CRM contacts into Zoho invoicing more frequently than every 12 hours automatically? if so how can this be done? Thanks ReneeCreating an invoice from a timesheet using iphone.
So I am new customer and I come in and make a post asking how to create an invoice from a time sheet and you DELETE the post? You have to be kidding me. I am immediately reversing the charges for this on my CC. Thanks for your great support. Moderate a payment reversal.Template guidelines?
I'm working with Zoho Invoice for more than two years and it is still very cumbersome to build on templates. It seems that some IDs, tables and attributes are mandatory. On the other side, it seems to be impossible to build a tabeless design. And what about page breaks? It seems that a special nesting of tables is needed to make a consistent page break possible... Why doesn't Zoho publish some kind of Templating Guide?Creating an invoice from a timesheet using iphone.
Hello everyone. This has to be something simple that I am overlooking. We do service calls and often need to create an invoice from a time sheet on our iphone. I see that you can do this from the website but I cannot find out how to do this from the App. Can you create an invoice from a time sheet using the iphone app? This is kind of a deal breaker for us. Thank you!Invoice template
Hi I've been trying to create a custom invoice template but have run into problems. I think they're bugs but maybe it's user error as well 1. When I create a custom invoice from a pre-made one, the formatting of the text changes even before I've edited anything. Could it be a browser bug (I'm using Firefox 3 on Win XP). 2. I can't seem to move the main table (housing the invoice description) up closer to the top area. Drag and drop doesn't seem to work. 3. The table rows/columns are very fiddly toFiltering Overdue Invoices Report By Customer
Hi, I need to send an overdue report to one of my clients but the report brings up ALL my overdue invoices. How do I eliminate all other clients invoices from this report? BTW, I emailed this query to support, days ago and I still have not received a response. What is the normal response time, for future reference? I'm in Australia so as far as I know there is no support phone number here I can call.... Many thanks, Dez78Questions About Zoho Invoice
HI there, just wanted to know if Zoho Invoice has the ability to calculate tax paid on invoices in one financial year rather than tax on invoices in one year, this meaning paid invoices. Our tax laws are setup to record paid sales and not invoiced sales, so we would only need to calculate tax on paid invoices in one year. Also is there the ability to offer customers a 5% discount on invoices if paid within 30 days? If the invoice is not paid within 30 days then the full ammount is outstanding? CheersNext 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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