Invoice - user invited unable to access
Hi, I have invited an user to Invoice, make active, is showing the "Invited" label. The user has received the email, but when trying to access invoices, a message of Administrator has you marked as Inactive is coming, so the user is unable to access. I have double check and the user is active but waiting as Invited... We have Standard version, so can have up to 3 users... I would appreciate your help...
Template
Hi, We use 3 templates and cannot change them for invoicing. We need to create a new template to have USD as currency for billing. How can this be achieved. How many template can be created in Zoho. Thanks
Allowing Customer to lookup invoice from website?
Would it be possible to allow my customers to lookup their invoice online? Allowing them to view their invoice online and pay online through my website? I know currently my invoices are emailed to the customer would it be possible to have this also pull up through a simple query on my website? perhaps through a script of some sort to allow access to the backend? FWIW I'm hosted on godaddy.com with there website tonight function.
Reducing zoho invoice pdf file size
Hi there. I was wondering why my invoice pdf size is about 300kb even though I've reduced my logo size down to 50kb from its original 200kb. Please advise why. thanks
Paymment receipts
Hi there, How can i issue the payment receipt to give do the customer?
Export as PDF returns empty file
I tried exporting two invoices to PDF, it took very long and then failed. Now when I try exporting again, I get two empty files (0kb) and I cannot open them of course. It seems that something went wrong and that this "wrong file" is now cached. Can I do something to fix this?
Zoho Invoice Create Invoice with Status Open
Using PHP I have created the following XML script to create invoices in Zoho Invoice. 'XMLString=<Invoice><CustomerID>'.$customerid.'</CustomerID><InvoiceItems><InvoiceItem><ItemName>'.$itemname.'</ItemName><ItemDescription>'.$itemdescription.'</ItemDescription><Price>'.$price.'</Price><Quantity>'.$quantity.'</Quantity></InvoiceItem></InvoiceItems><PaymentGateways><PayPal>1</PayPal></PaymentGateways><PONumber></PONumber></Invoice>'; However, It only creates a Draft invoice. Is it possible to set
Stripe auto issuing invoices?
Hi there, Is there a way for Zoho Invoice to send invoices when our customers are billed through stripe? Darrell
Re import from crm
Hi I have 2 issues: 1) I imported from CRM a few days ago, i had more contacts join my crm when I attempt to reimport the new contacts are not added? 2) if reimporting erases all data on existing clients, is there not a way to only 'import new'? Thanks,
Set Payment to Pending
Hi ! I would like to ask if this given scenario is possible: 1. User will enter Customer Details 2. User will select Item/s 3. User will enter Credit Card Details but it will not be charged, will just be saved (pending). 4. User will either approve or cancel the payment, the status will become "PAID" or whatever remarks is possible with Invoice. I am currently evaluating Invoice, I hope you can help me with this. Thank you~ CJ
Multiple withholding taxes
Is there any way to have multiple withholding taxes? In my country the withholding taxes and values vary according to the characteristics of the payer. Thank you in advance. James
Deleting customers imported from Zoho CRM
How do I delete customer records imported from Zoho CRM? When trying to delete, since they are not customers, but contacts, I get the message The selected customers cannot be deleted because they were imported from Zoho CRM.
Problem with field showing up on custom invoice-Help!
Hi - I made an adjustment to my custom invoice template, and now have one field's content not showing when printed or saved as a PDF - but it shows on the record online. I've compared the custom invoice fields to those on the standard invoices and cannot ( to my frustration) see any difference. Not to the field name, or the the field syntax, or the field's placement. Specifically, I'm having problems with %TaxValue% - the amount shows up on the invoice online, the tax amount is calculated in the
Auto Generated Invoice Number
How do I change the starting value of the auto generated invoice number? It started with INV-1. I want it to start with INV-9000.
Auto Generated Invoice Number
How do I change the starting value of the auto generated invoice number? It started with INV-1. I want it to start with INV-9000.
Auto Generated Invoice Number
How do I change the starting value of the auto generated invoice number? It started with INV-1. I want it to start with INV-9000.
Zoho Invoice Reports
Is it possible to customise reports on Zoho Invoice? I want to customise the invoice ageing report and chose my own Ageing.
View Paypal %OnlinePaymentURL% link after generating Invoice
Hello, Most of my billing is done in person. I would like to know if after I generate an invoice I could go directly to the paypal link for payment. Ideally I could create the invoice on my Android and process the payment on the same device immediately after generating the invoice. I would just need to be able to access the %OnlinePaymentURL% link somehow without going to the customers email to view it. Thanks, Tony
How to delete a line item ?
I have struggled to figure out how to actuall remove a single line item after adding it within and estimate or invoice. Any one has any clue ? Thanks.
Tax order
Hello, Please anyone can teach me on how to change the order of the displayed taxes ? For example, I have created a group and appears like this; IRPF ( -9%) IVA ( 21%) I need to be displayed in the Quote on the other way round: IVA ( 21%) IRPF ( -9%) Thanks in advance, Braian.-
Renaming a payment method
Hello, Is it possible to change the name of such a field ? We are using the french version but can't find a way to change the field payment method from 'Due on receipt" to "Payable à reception".... Is there a way to do it or is hard coded ? Best regards
Exporting PHPcoin Customers to Zoho Invoice
Hello, I work as a part-time freelance Web Designer and started using PHPcoin to create invoices for my clients. I have seem to grow out of that program and would like to use Zoho invoice but do not want to lose the Customer data & history i have in phpcoin. Is there a way to import this data?
paypal error - purchase could not be completed
I sent an invoice and when the customer clicks on the PayPal link, the following error shows: The seller accepts encrypted website payments only. You cannot pay the seller through un-encrypted buttons. Please contact your seller for more details. I set up the payment gateway in Zoho. Any idea what I've done wrong?
Email history of individual invoices doesn't show time sent
It only shows the day it has been sent. This makes it hard for the recipient to locate the email in a time efficient manner if they receive a large number of emails.
How to export only one invoice in csv format
This application has a useful feature which allows for invoices export in CSV format . I've noticed though that it is not possible to choose which invoice one would like to export. Is it possible to export the invoice content in CSV format in some other way? If not, would you consider adding such feature?
Invoice disappearing
Twice now the invoice I have created has simply disappeared from my account. The invoices were made from the time tracking interface if that makes a difference. Both invoices were saved. Anyone know why?
How to transfer invoices from one organization to other
We have the situation that we have very distinct organizations within our company (about 8 of them). Each of these organizations issue estimates and draft invoices (detail invoices). The administration of the company receives these invoices and creates additional summary invoices. I could not find a way in Zoho invoice to send/transfer the detail invoices from one organization to the other. Does Zoho have such feature?
Would it be possible to add a "estimator" to my website?
I own a small swimming pool service. I think it would be wonderful if client could go to website create their own estimate/invoice ex. Swimming Pool Openings Estimate and there would be a list of different services we provide which they could pick and choose. Basically like a shopping cart but without the payment feature. There are too many variables to count until job is finished for them to prepay. So after they've created estimate it would be sent to me and them via email and after we arrange
Stripe "Operation Failed"
I've followed the directions exactly on Zohos website to setup stripe but I still get this error. In Stripe I have also made sure I am using the Live API key and have verified my account so that it is now active and able to accept transactions. I do not get an error when setting up but only when my customers choose the stripe option to pay online. Help! Brenda
Invoice question
Sorry if this has been asked / answered already.. I have recurring invoices that automatically bill my clients for various services on a monthly basis. I also have project invoices for some of the same clients. Right now the result is two invoices going to the client on a monthly basis. Is there a way to "merge" these invoices so that the client only gets one invoice with both the recurring and project line items?
Redoing Invoice with Reimbursables and Time
I created two invoices: 1) from project reimbursable expenses and 2) from the project time tracker. They are two separate invoices. Now, we need to change the invoice, and put some items on one, some items on another. But if I delete any items from the invoices, it still says that item has been invoiced in the time tracker and expenses areas. I tried voiding the invoice, same thing. Is there a way to create or change or add to invoices from the expenses without re-entering all the project time
Invoices in PDF
Hello. Can not print invoices in pdf. Try printing makes this vacuum. Urgent help please.!!
Why there are only 3 custom fields in invoices
I am wondering why the application allows only for 3 custom fields for the invoices, estimates, customer information etc.? Is it possible to extend this great functionality to lets say 10 custom fields as a customization for our company? We believe this looks like a very promising product that we shall like to adopt.
Can I use my own processor for receiving payments?
Hi, I am a Merchant Services Rep and my rates going through my services are much lower than any of the options provided for by Zoho. Is there a way to choose a different processor within Zoho? I also provide Business Consulting Services and have several clients that could use your system. I would love to be able to tell them they can incorporate their processing with their invoices and their CRM through Zoho. If they can't, I will probably find a solution where they can. My preference is to
Snail Mail not working
I get the error message "Sorry, we are unable to send the snail mail at this time. Please try again later." for the past couple of days. When is this going to be fixed?
Discount % per units
Hi, Is it possible to define a discount automatically depending the units? I don't want to type the percentage manually. Thanks, Rafa
Anyone Else notice that Snail Mail is not working? for 3 days now
Has anyone else noticed for the last 3 days snail mail has not worked. Everytime you use the option it says "Sorry, we are unable to send the snail mail at this time. Please try again later." I contacted support, but they have no answers - they say that they will look into the problem, but I never hear back from anyone.
3 numbers after comma in discount field
Hi, i need to make discount like: ex. 34,345% it's possible? Thank you.
Close ZOHO INVOICE ACCOUNT
Hi there, I am trying to close my ZOHO invoice account, however, I am struggling as this message keep popping up You are an administrator of your organization : "imagineimages". You should cancel your organization from Business, before closing your account. I click of the link and it take me through to mail, and no further instruction is provided and its driving me mad.... any suggestions how close this account?????
Changing domain name
Hello, My company is using Zoho invoice with google apps, but it is merged to other company and we need to change google apps login domain name. (it is @widealab.com and will be changed to @aurender.com) I tried my account to test before change, but I don't think it works. Can you let me know how we can fix this issues? Thanks,
Next Page