How to get reference field on an estimate to print on an invoice?
I want to use the reference field in estimates for a property address. I then need that field to carry over to invoicing once the estimate has been accepted and work completed. The customer( a property management company) is the same for all the different addresses. I don't want to have to use an item entry. Instead I would like it to be in the header of the estimate/invoice/credit. I have tried many different approaches and none seem to work. I tried renaming the reference field and customizingUnable to show CustomerBalance in Invoice - only able to show Balance. Can this be fixed?
Hi, I have signed up for a 30 day trial of Zoho - the only thing keeping me away from it is the fact that I cannot display a Customers total balance in an invoice pdf generated. Can you please support the addition of %CustomerBalance% in the invoice? I want to show the customers previous balance and then add the invoice amount, giving a total balance.Need multiple invoice notification email templates!
Need multiple invoice notification email templates! This would greatly speed up our workflow and prevent errors. For example, brand new clients might need a different message than long-standing customers. Also, with multiple invoice notification email choices, we could have specific messages depending on the service purchased. Please prioritize this. thanks, Brian http://www.redpelicanmusic.comChange fields in Zoho Invoice - HELP URGENT!
Hi. This is urgent. I need to include a field on our invoice that states our GST number. I thought of replacing the PO field with GST, so did so when I edited our default template, but when I create a new invoice that field still remains PO#. Also, when I try and add a custom field, it works but when I export to pdf it says 'I need to change the pdf template.." This is very urgent as by law we need this on our invoices in New Zealand. I have attached a copy of an example of what the invoice currentlyCannot delete or void invoices
I am unable to delete or void invoices for the past week or so. The error I am getting is "Script Error Occurred : TypeError: dialogProperties is undefined" FYI: I am using Firefox 11 beta 4.Payment Thank-You after PayPal payment
When a customer pays with PayPal, the "Payment Thank-You" email is not sent out. How can this be fixed?Late Fees not calculating
I have an invoice sent to the client on July 31, 2012. It was due August 31, 2012. The late payment interest charge is 2% per month. The balance is $7947 (without taxes) It's only showing $103, which doesn't make any sense. It should be 2% compounded to 7 months to $9128.INVOICE TEMPLATE CUSTOMIZATION
Hi I am interested in the product and have been trying to customize your Invoice Templates to suit our requirements. After many attempts I am not able to get rid of tables where I want to or delete certain rows .. Is it possible that you can edit the Professional Template a little bit based on our requirements, its not too much just want to delete a few rows and place other things on different areas. Since I am not familiar with the HTML coding its very hard for someone to work with the editor providedRounding in Zoho Invoice
Hi, I am having difficulty rounding the Total to a whole number. Can someone help as I cannot generate invoices that reflect the quotation exactly. JessicaHow to delete a fail invoice.
I am new to Zoho and to test it I made an invoice for a test and send it to myself. I then tried to delete it but got the message it is not paid yet and can not be deleted. Then I made a test payment, Now it says payment received. Still I cannot delete that test invoice. How do I do that ?CRM Sync: Operation failed
Hi I try to Sync Invoice with CRM and get the following message: "Operation failed Problem in communicating with ZohoCRM". What would be the reason for this? Thanks, GreggEffect of Downgrading on Customer & Invoice Data
Hi, I currently have two organizations on a standard monthly plan. One of the organizations is no longer active as I have transitioned all the business to the second one. I would like to downgrade my plan for the first organization; however, there is quite a bit of historical invoice and customer data in there. Will I still be able to view and access all of this info if I downgrade? Thanks, Patrick FrantzUnable to add estimate using API with PHP
Hi !, I am not able to add an estimate using the API with php. No error is shown too. openssl :enabled. my php code is as below. Thanks in advance! <?php function do_post_request($url, $data, $optional_headers = null) { $params = array('http' => array('method' => 'POST','content' => $data)); if ($optional_headers !== null) { $params['http']['header'] = $optional_headers; } $ctx = stream_context_create($params); $fp = @fopen($url, 'rb', false, $ctx);Unable to create Estimate using invoiceapi with Curl and PHP
Hi !, i am trying to create an estimate with the invoice api using Curl and PHP from the code below. The estimate is not getting created and there are no errors shown either. Details: curl:on SSL:enabled Thanks in Advance! <?php $url = 'https://invoice.zoho.com/api/estimates/create?'; $ch = curl_init(); curl_setopt($ch, CURLOPT_HEADER, 0); curl_setopt($ch, CURLOPT_VERBOSE, 1); //standard i/o streams curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, FALSE); // Turn off the server and peer verification curl_setopt($ch,Unsolved issue with Italian (and maybe European) tax schema
Despite I found many discussion about it a can't understand IF and HOW I can achieve the following taxation schema: ----------------------------------------------------------------------------------- Service 1: €1500.00 Insurance compensation (4% of Service 1): €60.00 --------- Subtotal 1 (Service1 + Insurance compensation): €1560.00 VAT (21% applied to Subtotal1): €327.60 InvoiceBill status open after customer paid
Hello, First of all, thank you for the lovely app! Now, I have a small issue with my customers. 2 of them reported, I just noticed the 3rd one. After they pay the bill, they still receive reminders as the bill was not paid. The status of the bill is still open. Even 3 days after the bill was paid the status still doesn't change. I know this worked before, as last month all bills were paid/closed automatically. Now I have to do it manually. Is it a bug or a feature? Thank you, Stefan.TROUBLE WITH TAXES
Is possible create withholding taxes? I need to do an invoice with this kind of taxes Thanks in advance. ArturoCustom field (invoice) How can I get a report based on these?
Hi, I have used the custom field to show which sales representative created the sale and want to be able to see how many sales they are making at the end of every week. Can I pull this info onto a zoho sheet along with the rest on the invoice details? Ta dannot listing invoices above 999 in all invoices
i recently made my 1000th invoice without any problems, i can see it in todays payments etc but when i choose to list all invoices, no invoices above invoice number 999 appear, is this a bug? thanksApplicable Taxes are not being calculated
Hello, When I attempt to create an invoice, the applicable taxes are printed on the invoice but the calculations for those taxes DO NOT appear. Pleas see example below: Line item 19.00 First tax (1.5%) 2nd tax (0.2% ------------------------------------------------------- Total 19.00? Any ideas on what I may be doing incorrectly? Thank you in advance for your assistance.zoho invoice not producing pdfs!
There is a problem with zoho invoice not producing a pdf file, you cannot export as a pdf you cannot email as the pdf of the invoice cannot be generated. This needs to be addressed asap please.Remove Staff From Project/Set hourtly rate
I changed my email address over 2 months ago. When I create a new project it shows ME as the administrator with my OLD email address. When I attempt to change my hourly rate I get a message EMAIL ADDRESS INVALID. I cannot delete myself because I created the Project. Cannot Edit my Billing rate because the "email address is invalid." So this is obviously a bug. I have checked user settings and have only one email address under my account but what is interesting is that my subscription paymentsIntegration of
As the mobile application is quite clear for Zoho invoice , please let me know how to have Zoho book into Zoho invoice integrated so that when viewing Zohoinvoice one sees all that in on in the book. Reason for this I couldnt find the mobile application for Zoho booksBank "Invoice transfer notification email" to Zoho invoice
i was wondering if there is any chance to get connected standart bankaccount incoming payments with Zoho invoice. i can configure free custom notification email from bank account about incoming payments including invoice number & p.o when arrive.... it should not be hard to collect/resend these emails by zoho (the email can be configured in any way i want) and match them according to invoice number. is not it possible already? :-)Can I transfer organization to new user without data loss
When I first signed up to use zoho invoice, I used my personal email. I was naive and did not know how useful it would be to attach the free zoho hosted email account I now have to my zoho invoice. Since then I have added my zoho hosted email as an admin user in zoho invoice, but I would like to delete the user I used to create the organization. I am afraid to do this because I assume that I will lose two years worth of invoices, contact information and various other data. Is there a safe way toCustom fields in items
Hi, in zoho invoice, i need to add some fields to item table to edit and print in invoices. As far as i can see, only invoice table have custom fields. There is a way to add to items table ?Multi currencies
Hi, I can't use multiple currencies. Can you contact me urgently please ? thanksInvoice - 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. ThanksAllowing 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. thanksPaymment 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 setStripe auto issuing invoices?
Hi there, Is there a way for Zoho Invoice to send invoices when our customers are billed through stripe? DarrellRe 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~ CJMultiple 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. JamesDeleting 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 theNext 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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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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