EXCEL EXPORT SINGLE INVOIE
HELLO Is there any solution to export only 1 invoice into excel cause when I choose the option export to excel, all the invoices are exported into one file Thanks in advance SebastienRefund Payment Method
Hi It seems there are only 2 options to select for payment method of a refund. - Cash - Cheque Will you be adding other options. e.g. Bank Transfer? Many thanks Genereport product description
As an internet service provider we register large volumes of domain names, which come up yearly for renewal. What I need to do at any time is to pull out a report of what domains have been paid for that month. I have used the domain name eg. mydomain.com in the description field and it is a recurring yearly invoice. From the report I want to be able to see the domains that have been paid for that month. Does anyone have the same requirement as us with a solution to this.monthly statements
Is it possible to generate statements to all our clients simultaneously through the API or control panel on a monthly basis as we have over 10,000 clients and sending statements manually will take us more than a month to send all the statements.I don't see any activity in here
And just ran into my first issue. Is this a dead app? Failure to reply infers that it's no longer being supported. thanksInvalid ID is passed
So, doing a search in the forums FAQs brings up nothing. I'm the first person to ever have this issue?For Google apps/ Yahoo user, you need to set up a password for signing into Zoho Invoice via the iPhone or Android app.
As a Google apps/ Yahoo user you must set up a Zoho username and a password to sign in to the iPhone/Android apps. To do so; Visit https://accounts.zoho.com/password (through a web/mobile browser). Specify your Google or Yahoo email address in the "Enter your registered email address" field. Please make sure that you enter the email address as 'email[at]gmail[dot]com or as email[at]yahoo[dot]com'. Type the characters and validate the "Image verification". Click the Request button. You will receiveImport/Export
I have tried to use the import/export feature and haven't had great success. When I export the items and try to edit them in excel i cannot import them back into the items. what am i doing wrong?How do I send a copy of a voided invoice to a client
I figured out how to void an invoice, but I can't figure out how to send a copy of the voided invoice to my client. I could save it as a PDF and email it to them manually, but I do not see the word VOID anywhere on the PDF. Shouldn't the invoice have a large "VOID" across a significant portion of the invoice or am I missing something?Invoice template - Right hand side billing address
Hello, I need to have the billing address on the right hand side of the invoice instead of left by default. In the left hand side must be the invoice information (number, date, ref number...). How can I switch these two information blocks together ?... Thanks for your precious help. Best RegardsRecurring Invoice - automatically put month/year in the description text
Hello, how is it possible that in the description text of a recurring invoice always the actual month and year is defined? Our company provides permanent services that we invoice on a monthly basis. Our clients want of course have defined somewhere the month for which the invoice is issued. Only the date of invoice is not sufficient and in the short cuts there is only %InvoiceDate% what defines the full date and not only the month and year. Thank you for a solution or answer on that. Cheers, Günthercustomize columns in the invoice creation page
Hi Zoho, is it possible to customize the column I see in the invoice creation page? We never use the second column for the second tax and the discount column and we would like to delete them. Thanks a lot for your feedback.Very Slow in printing the generated invoice PDF
I understand that generating PDF can sometimes slow depends on the network and server condition. But I witness my user spend a lot of time in waiting the generated PDF printout. It seems printing the PDF to printer is extremely slow. My generated PDF size is just around 140kb (which is very small)! The only image I used is the Facebook "Like Us" icon. Does anyone experience this and got any suggestion? A sample PDF is attached. Simon.Automatic email for invoice aged for 60 days, say
Is there a way to send email to remind email for invoice aged for 60 days, say? if not, how to do it manually? thank you.Adding billable expenses to invoice converted from an estimate
Hi, I would like to do the following: 1. Create and estimate for all jobs in progress 2. Record Expenses as billable as and when they are incurred 3. Convert the Estimate to Invoice on completion of the job 4. Add selected un-invoiced expenses from 2 above to the Invoice created in 3 above I am unable to figure out how to do step 4 in Zoho invoices. Any help will be appreciated. Regards, Rajeev RoyHow to correct an invoice that has already been paid?
Hello everyone--thank you in advance for your time and assistance. I'm having difficulty figuring out the proper procedure for resolving a situation where I've overcharged a client. The full amount of the incorrect balance due has been paid and applied already. When I attempt to edit the invoice to reduce the total (assuming the balance between that smaller amount and the larger payment would become a credit), I'm given an alert stating "the payment entered is more than the total amount due forI cannot export invoices to PDF
I have only been using this for about a month and when I first started, the export to PDF worked fine. Now I get an error message that it cannot be opened - it says : could not open "<filename>" because it is either not a supported file type or because the file has been damaged. I tried sending it as an email, and it won't work that way either.Reoccuring Billing With Authorize.Net
Hello, Is it possible to automate reoccuring billing when the amounts per month differ? For example, if company A has a bill for $200 but then receives more services from our company for $250 in the next month and then $230 in the following month is it possible for Zoho to prompt Authorize.net's reoccuring billing function to change the amount billed? Or, do you have to manually go into authorize.net and change the amount? Obviously, the communication to change the amount has to happen somewhere.Item rates for individual customers
Hi - We only bill 3 customers using Zoho. They are weekly customers but each customer pays a different rate for our services. I am aware that the rate is editable. My fear is that sometime I may forget to change the rate when billing a customer and charge the wrong price. Is there a way to tie an item to a customer so that each item has the correct rate when a specific customer is selected? Thank you for your time, DarlaUsing Zoho CRM and Zoho Invoice
I am having trouble figuring out how to use CRM and Invoice together. Do they not play together? It says you can only map "customers" when CRM only has leads, account, potential, contact... I want the invoices created in Zoho Invoice to be reflected when I am viewing our clients in regular Zoho CRM...is this possible?Creating an Invoice from Expense and Time Entries
Greetings all, I have time and expense entries associated with a customer and now want to create an invoice based on those entries. I don't see where that can be done? Can someone point me in the right direction? Thank you. Bob Mixonlinking invoice and item exports
I've just looked at the export facilities for invoices. The item export seems to have no reference to the relevant invoice and, if so, how does one reconstruct the full invoice details off-line? Thanks AlexEdit contact person
How do I edit contact persons in Zoho Invoices?Edit contacts
How do I delete a contact? I have 8 contacts that I do not use anymore, and every time I want to send an invoice via email it checks all the contacts. Therefore, I need to uncheck one by one, every single time I send an invoice out. Please help...select multiple items to create one item on an invoice
does anyone know how to create a way to select multiple items to create one item on an invoice? exapmle below: i am using Zoho to create estimates / invoices for my customers - i sell building materials example: doors - 1 hollow core door needs: jambset - door slab - hinges possible issue - door slabs have 15 different possible sizes and jambset's have 5 different sizes. the final product needs to look something like: Hollow Core door - style = Roman - 3/0 6/8 - 4-9/16" jambs - satin nickel hings.Changing estimate state from sent to accepted through the API
Is such a thing possible through the API. Best regards FrankIdeal dutch payment gateway
Hi Gents, I really want to start using Zoho but for me one think i am missing as a dutch user is the ideal payment option. Its a dutch payment gateway. is that something that is coming between now and 2 months.? here a link: http://www.ideal.nl/ Let me know with kind regards, JohanA change to the way invoices are organized
Hi, When I create an invoice for a project, the entries appear in the order they were entered. How hard would it be to have it sort by the transaction date? As it is, I spend too much time reordering the invoice. Thanks, RickClone and rename invoice template
I have a saved invoice template (my default). I would like to know how to do the following... 1. I want to rename the original template, else clone and save with new name then delete original 2 I want to clone my default template so I can edit slightly and save with new name as 2nd template without starting from scratch to make a new template that is 95% same as my custom default.Timer for multiple task
Hi, I'd like to use timer functionality to track time for multiple tasks on the same time (simultaneously). Is it possible? how? because while the timer is on for a task, system refuse start the timer for other task...Invoicing in a foreign currency?
Is there anyway to keep the invoice in a foreign currency and NOT to have it convert to your home currency on the invoice? I wish to be paid in the currency that I invoice in and it is really annoying when the contract says 1 amount, but the invoicing system automatically translates it to my home currency amount. Good thing I'm not using zoho accounts as currently I am using an exchange rate of 1 to keep it in the contract currency and manually managing the conversion. ThanksSyncing on Android
G'day! I'm not sure if I'm doing something wrong, but when I open Zoho Invoice on my Android phone, it only shows the two test invoices that I made originally. If I logout then login it will show all invoices. Is there a way to get it to show all invoices without having to do this? Many thanks, RobNew invoice start-up
I am just staring to use the invoice app. How do I list my outstanding invoices to get started without send ing to customers and just entering totals.Add functionality
Hi Can I use Zoho Creator to create a new functionality ? for example: track providers invoices and later integrate it with Zoho Invoice? ThanksCustomize Email Sending Gateway
I would like to be able to have the Emails sent by Zoho Invoice show up in my Exchange Mailbox's "Sent Items" folder, so I have a better picture of all the emails I'm sending to my clients. Would it be possible to have some sort of custom smtp gateway setup for sending email so it shows up in my sent box? Thanks in advanceProblem with Amount from Tax, LateFee and Balance
Hi Guys, we have created a new Template with the following Placeholders: - %InvoiceSubTotal% - %TaxValue% - %InvoiceTotal% - %LateFee% - %PaymentMade% - %CreditsApplied% - %InvoiceBalance% Problem is, Amount from InvoiceTotal and InvoiceBalance is the Same! Means, the InvoiceTotal is the Same as InvoiceBalance - it includes the Saldo INCLUSIVE the LateFee. But thats wrong: It has to be the InvoiceSubTotal PLUS Tax... I put a screen - need fast help, please because of recurring Invoices! Thanks aNeed to change from closed to unpaid, any idea?
By mistake I close one invoice which is not yet paid. I tried to erase it so so I can replace it but it is also not allowing me. Any advice? Thanks!Some of the zoho invoices are saved as draft, why ?
Hi, I tried to create invoices in zoho through the API. (Send=true) Most of the invoices are saved as open but some of them are marked as draft. How can I fix it ? I don't want to review any of them before sending them out. Thanks.Getting all accepted invoices list throught the API
Hi and first of all CONGRATULATIONS and THANK YOU for your work !!! Waiting for the ORDERED state between the ESTIMATED and INVOICE states, we are planning to use your API to display the list of all the ESTIMATES that have been tagged as ACCEPTED on an external HTML page set for this. Is there a way to collect the data from the API ? I can't find any mention to the ACCEPTED/REJECTED/NONE field on the API docs. Thanks for your feedback. FrankIs there an easy way to get customerId ?
I'm building an application for non tech team. I need to register on my side the customerId (for ZohoInvoice). Where the end user can find the customerId of a contact ? (as simple as possible. Eventually an url ending by ...&customerId=1234 or invoice.zoho.com/user/1234 is ok)Next Page
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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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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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