Generate Reports based on the user who created the invoice
I am trying to manage multiple sales reps, and zoho invoice works great as a mobile app. But, I think it would be useful to track sales/invoices generated by Sales Reps/User. Even more useful would be also seeing how many draft/open vs closed invoices they have. Averaging their typical invoices and of course generating monthly sales reports by Sales rep/User.Problem with a second subtotal
This is an invoice example (I've put in red the part where I have a problem to complete the setup): Service 1 E 50.00 Service 2 E 50.00 SUBTOTAL E 100.00 Rivalsa Inps 4% E 4.00 INVOICE TOTAL E 104.00 Ritenuta d'acconto -20% E -20.80 TOTAL E 83.20 I have a problem to apply the TAX Ritenuta d'acconto on the InvoiceHow do we track inventory with Zoho Invoice (or CRM?)
We need to track our stock, what solutions are possible with Zoho ?Importing
I downloaded the sample provided and imported it and it did not work DO you have to change something ?? Also Can I only have on the import what I need THXS SteveConfirmation that client received invoice?
I would like to know if Zoho invoice has a notification area that tells if and when a customer opens an invoice sent via email. I think this would be a great option since its common for spam folders to hide incoming emails. It would also save me a bunch of time to know if a customer received an invoice instead of having to call them to ask. If the software doesn't have this feature, does anyone if there would be a way to add email delivery confirmation. Thanks David"Unable to replace placeholders for the profile"
Hi, Had this come through this morning for all of our recurring invoices:- "The invoice for XXXX has been created and it's saved as a draft in your Zoho Invoice account. However, some of the placeholders used on your invoice template were not replaced with the appropriate information. Please check this before you send the invoice to your customer. The placeholders which were not replaced are listed below: %CustomerBState% Here’s an overview of the invoice for your reference: Can someone please explainMultiple Projects (for same client) on one Invoice?
Is that possible or is "Project" really mean "Client"?Make timer hours billable
Hello All I am just getting into some of the features in ZI (free version) and have begun using the Project module to track some time for a client I seethe timer time, and it is listed as unbilled - I think I am missing something, is there a way to make the hours billable? Thanks JohnAdd Expiry Date Column in Estimates list
Hi! it would be nice to have a column that shows the expiry date of an estimate, in order to have a quick look at the Estimates about to expire. Is it possible for you to add it? Thanks! FedericaHow do you show a Credit/Retainer Payment Carryforward?
If Client gives me 1000 and I bill only 500 in a month, how do I show the $500 carryforward on the Invoice??Custom domain smtp
Hello, we can use custom domain smtp to sending invoice? Sometimes its problem that costumer have invoice in spam box, because its php sending not from own domain. Or if we login from Google Apps to use Google smtp. Thank you for answer, regards.Change what gets displayed when emailing invoice and paypal gateway.
In this case, a picture is worth a thousand words. One screenshot is my inbox. I'd like to change what the From/Sender field displays. The other screenshot is what happens after you click the pay online now link in an emailed invoice. I'd like to change the product description. Currently, the field I want to change show my name. I'd like to change them to show my company name. I'm sure it's an easy thing to do, I just haven't ran across it yet.MISSING "INVOICE SETTINGS" PANEL AND MENU
dear sisr, I need to change invoice umering, but my setting fileds panel appears like that, missing "invoice preferences" where did it go? how can I bring it back? cheerschange sender when emailing invoice and product description on paypal cart
When I email an invoice, the From/Sender shows my name. Can that be changed to my company name instead? When a customer clicks the "pay online now" link in the emailed invoice, the paypal cart's product description shows my name as well. Can that be changed to display my company's initials and then the invoice number?Export Invoices
Is there a way to just export invoice details which doesn't include every single item of the invoice? Ideally just date, customer name, invoice number, amount, VAT and total. Just the basics really.Internal Error
Hi i am getting the following error,while calling the invoice .https://invoice.zoho.com/api/invoices/customer/$cust_id .I'm working on Php.. Could u pls help me out . <Response status="0"> <Code>1000</Code> <Message>Internal Error</Message></Response>Invoice backup
Hi all, I'm aware that there are individual backup solutions for each part of the invoice program, but is there a 'backup all' option anywhere so we can backup all of our data within zoho invoice?Zoho Invoice Client Emails Can Not be Edited
I have changed/deleted 6 times the email addresses associated with a customer record, and added the corrected client email information. However, when I generate an invoice from Zoho Projects, those same three email addresses reappear, every time. This is a problem because: I would have to create a new customer record and lose history from the current record. It is time consumer to have to edit the customer record several times, when the edited information is not saved the first time. Every timeupdate version cannot support Chinese word
why the update version cannot support Chinese word?Lack of ZOHO invoicing development
Am I the only person that feels Zoho is focusing all its attention at their other projects (CRM, Books) at the expense of Zoho Invoice? Development seems to have came to standstill and all Zoho ever say is "great idea" or "we'll implement it in the future" etc but they never actually implement proposed features or give a date. "tax inclusive caculators / popups" - good idea, NOT IMPLEMENTED "print history" - good idea, NOT IMPLEMENTED "backup / zip / tarball" feature - often requested - NOTIs there a %placeholder% that corresponds to a user's email address?
I'd like to place it in Signatures so each user's signature reflects their own contact info.Conditional fields in estimation template
Hi there, Is there a way to display fields with a condition (like a if condition) inside an estimation field ? The goal would be to display discount amount only if > 0. Thanks Vincentpayment mode
Was wondered if the payment mode could be insert onto the invoice showing what type of payment the customer submitted.Estimate reference number limited to 50 characters
is the any way to increase the number of characters in the estimate reference number?payment ways
Hello, I am considering the possibility of start using zoho invoice in my company. However, the way I charge my customers is by taking the money from their bank account. When I generate an invoice, the system generates automatically the charge according to the customer data (bank account, amount, date etc) The program create a kind of document which I send to the bank to make the charge in my customer´s account. Please, could you tell me if it´s possible with zoho? Thank you.Multiple invoice notification templates
Hi everyone - we send invoices to customers for various reasons and therefore will always have different cover emails. It would be great to have the ability to create a number of cover templates (at least 3) as you can in the email component of CRM. Love the system but would like to add a few of these templates Thanks TEAMMultiple invoice notification forms request
I need to have multiple invoice notification forms, can this be implemented easily? Thanks, DanImporting Payments, Z-Invoice is thinking of them as credits
I have recently added customers to the invoice section, then ran a separate import on invoices, which was successful. I have now attempted to import payments and instead of allocating it as a payment against the customer it has added it as a credit to be applied. I get the below...... Credits available for this customerA credit of $101.96 available for this customer. Click here to use these credits for this invoice. Obviously I want the payment to record as a payment - am I doing it wrong? Any ideas?multiple projects with creditory payments
I have a construction business and often have multiple projects for one customer. I wish i could group invoices for specific projects under one heading. I recently invoiced a project for $1500 and the customer paid me $2500 as they added more work that has not been completed or invoiced how would i apply the amount owed and give a credit for the balance on this particular project and not confuse the credit with the four other projects i have for this customer. some are bid and some are T&Mrecurring expenses
Can I import an expense as a recurring expense?reports
Can you run a report on sales , funds received by week or month50 character limited on reference field
When creating an estimate the reference field is limited to 50 characters. Can this be increased?Add the option to include the invoice description in Invoice Notification
Hi One really cool feature would be the option to include the description using % symbol in the Invoice Notification template. %Description% RishiCan I link a quote and invoice to zoho CRM?
Can anyone tell me how I get quote information included on my contacts within the CRM?Recurring invoice not showing up under customer
I bill my customers monthly, and I set up some of the recurring invoices. I checked and they are not showing up under my customers balance. I back dated the invoice a few days, and I tried making it for today. But nothing is working. Shouldn't it automatically create the invoice and update there balance due? Also I did go into preferences and uncheck the "inspect invoice before sending it" feature, so I don't think its that. Sorry if I didn't word this question in the easiest way, but I hope this2 businesses = 2 Zoho CRM accounts? Can we use 1 Zoho Invoice account?
My husband and I are both self-employed (two separate businesses, no employees other than ourselves) and currently have two separate Zoho CRM (Professional) accounts. We were falsely under the impression that these accounts would offer free access to Zoho Invoice. I now realise that the "free invoicing" refers to the Invoicing feature that is part of CRM but this is not suitable for our requirements as we need various invoicing templates. However, purchasing 2 separate Zoho Invoice accounts in additionAre the Zoho invoices valid in Colombia?
I am in Colombia right now and I don´t know if an Invoice generated by Zoho Invoices is valid in this country.Inserting Online Payment Link into body of invoice
Re Invoices - is there any way i can insert a link to online payment on the invoice itself? It's included in the covering email which is great - but many of my clients (large organisations) file the invoices away after they've received them and when the invoice is eventually due to be paid, it is no longer attached to the covering email - and then there's no way they can pay online. So just wondered if i could possible insert the online payment link into the invoice itself? Have tried all eveningImprovements to Time Tracking
The Time Tracking feature in Zoho Invoice paid is limited and not very user friendly. For this reason I'm using a service called Paymo.biz to track my time on projects but then using Zoho Invoice for the actual invoicing. It would be nice if the time tracking Zoho was capable enough for users like myself to stop using other services. Are there any improvements to time tracking in Zoho Invoice coming up in the near future?CSS not supported in templates for invoice and estimate?
Hi! I was just wondering why CSS is not supported from the editor for invoice and estimate templates? Regards PatrickNext 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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