Overdue Invoices
Hi, Our customer has made partial payment and balance is overdue. If I use remind customer, it shows the full amount instead of just the balance amount they need to pay How can we send an email to clear just the balance unpaid amount which is overdue Kindly advise ThanksDuplicate invoice created and recorded payment
Hi All, I have created a duplicate invoice by mistake and recorded payment twice for same customer on the same day. Now I need to void/ delete one of the invoice, but it wont let me as I have recorded payment. Can someone guide me, Thanks in advanceI added paypal as a payment gateway, but it isn't working
After I added it I edited each invoice and selected paypal as an option but once I export the PDF it doesn't show paypal. I also tried testing it via email and it wasn't attached. I even created a totally new invoice and it still wasn't showing paypal.What exactly does currency import do and how does it impact on invoices and reports?
Hello, I just noticed Zoho Invoice allows to import historical currencies values from CSV as well as adding them from the interface. I think this is a very useful feature but I have a few questions: 1) After I import records, how will this affect my past invoices? Will prices and amounts of invoices matching date and currency code of an imported record be re-calculated according to the imported exchange rates? (My hope is that it doesn't affect amounts of past invoices at all) 2) Will my reportI am unable to resize the item table whilst customising an invoice template
The video shows how you can select the item table and then drag it to resize it and how to delete a column from the item table by clicking the 'x' mark. I have created a custom template, starting from the Classic default template. When I hover over the table outlines, and then click or double click on it, I do not get these controls. Can you help? I am using Chrome v24.0. thank youSync personnal field Zoho CRM to Invoice
Hello, do you have in your roadmap the possibility to sync personnal field from Zoho CRM to Zoho Invoice ? thanksexporter documentation
we are the exporting company, Our requirement is after the customer PO, We need the following documentation after invoicing. We need , Invoice, packing list. Also the format should have gross, nett weight colomn. Can i achive it? Regards. Veera,PDF EXPORT / PRINT /SEND E-MAIL - ERROR
Hi! I'm using ZOHO Invoice (son2comunicacion), and I can not export my invoices to PDF, or email. I generate a PDF 0KB weight... I´m work in Spanish language in ZOHO InVoice... From my iPhone APP does not work, the same problem occurs when a generate PDF. I need an urgent solution.Is-it possible to manage commercial margin ?
Hi, We're testing Zoho invoice and it seems to be very interesting for us, especially for its Google Apps integration. There's only one thing that will be blocking us : apparently, there's no way to manage the purchasing price of our products, so we can't have our commercial margin :( Are we alone in this case or this feature will be integrated to Zoho invoice in the futur ? Thx Fred Allard - IT2iI have the impression Zoho Invoice is not further enhanced for the last 2 years.
I am evaluating Zoho Invoice, but I have the impression that it is in maintenance mode. Whenever I search for a missing feature I end up at the Zoho forum where obvious features such as custom item fields, import of items, subtotals, discount on invoice totals, discounts per customers, etc. are forever deferred since 2010. The last enhancement to Zoho Invoice was in February 2010 announced in this article https://www.zoho.com/news/zoho_revamps_zoho_invoice.html Since then nothing has been doneHow to Record a Refund Event?
Hello, I have a scenario and I would like some advice / help. Say I raised an Invoice of $1000 to the customer for some services which I want to offer him. The customer pays and I mark the invoice as paid (add payment). Then one fine day customer is not happy and request for a refund. We have already given him services worth of $400, so now we have to refund him the balance $600. So, how do we record this event? Ultimately, at the end of the transaction, we have only made $400 and all accounts withWere is my print button for bulk-printing invoices
Yesterday I bulk-printed some of my invoices. Today I want to print them again, and some others. No matter what I choose from the display list on the top right (closed, open invoices..) the printbutton seems gone.. 1. I click on 'invoices' in the menu bar. 2. I select all invoices I want to print 3. there's no print button where it's supposed to be :( regards, DoronIs it possible to batch print invoices?
I'm trying out the service for my business. I'm currently doing this manually using Word docs and Outlook. I need to be able to mail out invoices to my clients. Is there a way to batch print/export invoices so I can print them and mail them? The only way I can see to do this is by clicking each invoice individually. Thanks!Print Multiple Invoices at once
Is there a way to select multiple invoices and print them all at once? This should be a standard feature...Wrong account and product infos displayed when pressing "Print" of an Invoice
Dear Zoho Team! The "Print" function seems to be broken - if we open an Invoice and like to Print it the download PDF provided is from another customer not from us ... It we use the Export as PDF optione everything is right! Kindly investigate this! Best regards PatrickAdditional Fields like VAT number
Hello, I add VAT number in Additional Fields for each costumer. Now would like to have on pdf invoice / on template / where is info of costemer. What code I have to add on template? I try %CustomValue1% but is mixed with another custom fields. In atach sending what I need to have on PDF invoice of costumer. Thank you for help.Invoice Items, different rates
we are screen printers - items would be "screen printing" "embroidery" "garment" etc - why are you forcing us to keep a set rate???? this means we have to type out the thing every single time because every job is custom making this product wholly unusable. just make the RATE part an option, because THAT is the piece we need to edit on the fly every time - but we still need to have selectable categories to keep from having to enter all info every time...Adding payments to the system past due date (but was not a late payment)
I searched the forums and FAQ and couldn't find this, but basically: I'm not running a business, really just testing out Zoho Invoice, but whenever I remember, "Oh no, I need to go add the payment" it's usually after the due date. Zoho lets me choose a Payment Received date, but even if I choose a date that is before the entry date, it still says there is a late fee. Is this a bug or am I doing something wrong?ZOHO Invoice - Expenses - Additional Fields and/or Payment Function as in Invoices
We have found using ZOHO Invoice/Expenses the need for either: - Additional Fields Field (1) Settlement/Paid By: Drop Down List list - configured in Settings Example: BANK TRANSFER Field (2) Settlement/Paid Date: Date with Calendar Look Option Payment The options/functions available within the Invoice option. Expenses Reports Expenses Payment Report Await your comments with interest. JorgenProblems customizing a new invoice template
Hi, I´m trying to make some change in the professional invoices services template, but I can´t make any change on the columns. I want to eliminate some columns but I can´t do it. Please any help? Thanks, Regards. F.Zoho integration with Peachtree Accounting Software
Hi, Can Zoho invoices be exported (batched) to Peachtree? How can I do that? Thank you, CarlosPricing for small companies
Love the product that you guys have created. It is very nicely done and exactly what I'm looking for. The only problem is that I only write about 5-10 invoices a month, so the cost per invoice seems a little high. This month I only sent out 1 invoice, so it would have cost me $15.00 for that 1 invoice. Is there a start-up version? I know the FREE version is available, but it only allows 5 customers total. It would be great if you had a per use model for smaller companies. I would be happy to payWhich way to invoice is better?
Hi there - Sorry I am just starting in business, and learning. Questions now, less headache later. I will have to invoice customers like this: 1. Give them an estimate of total cost of a commission based on various options. 2. When they approve the estimate, their First payment is 50% of the total cost (not including shipping/insurance/tax). Second payment later on to be invoiced is 25%, last payment of 25% + shipping/tax/insurance. I am trying really hard to figure out a way of setting up anProblems customizing an invoice template
Hi, I´m trying to make some change in the professional invoices services template, but I can´t make any change on the columns. I want to eliminate some columns but I can´t do it. Please any help? Thanks, Regards. F.Pictures of items on your Invoice
This there any way to put photos of your items in the invoice? If not can this me an upgrade in the future?Import Rules
Can you bulk export invoice details make changes and reimport and the changes will overwrite existing data. I defined my customer account terms and mistakenly though that would define the invoice terms once we imported all the historical data. Have since found that the the invoices are all due on the date created and the system ignored the customer terms. I cannot seem to bulk fix this without going into every entry individually. The reimport skips the records as they already exist. Please helpHow can i manage variable quantity ?
let's imagine to sell to a customer mailboxes for $ 5 each one. the customer can manage email from a administrator panel. so he can add/delete it when he want. i have an api to recover the number of email boxes for the customer. why in the quantity field of the recurrent invoice we can't put an "url" for retrieve a quantity value from external resources ?Best practice for logging passive income?
I did some work for a client and, as part of our agreement, I received a percentage of the profit that it later produced. What's the best way for me to log this income?Using Google Checkout Subscription for Auto Payment
It would be nice to do auto recurring payments with Google Checkout. I know google has somekind of API for this. Isn't this possible when creating a zoho "recurring invoice" be able to request a subscription payment for google checkout? My customers are tired of clicking onto the link and paying each month. The want the ability to take it out every month automatically. I am not a developer but ran upon this link and looks like it's available from google... http://code.google.com/apis/checkout/developer/Google_Checkout_Beta_Subscriptions.htmlRequest; Need place holder for Invoice NAME
The title says it all; I would like a place holder for the invoice NAME.Link in the Customer Notes section is broken in the Invoice PDF
I am creating an invoice via the Invoice API (I guess it doesn't matter in this case how the invoice is created) and I am putting a link in the customer notes. When the invoice is exported to pdf, only part of the link is picked up as the URL. Regards Moiz Tankiwala Smart Training & IT SolutionsGoogle Wallet
Since Google checkout is now Google Wallet, I'm getting an error trying to accept payments. Google Checkout suggests the failure to accept payment was because the merchant credentials (Merchant ID and Merchant Key) were incorrect. Please ensure that you have entered the correct merchant credentials for Google Checkout in Zoho Invoice. I've put in the credentials that I got from Google Wallet Merchant, but I'm assuming that it won't work without Zoho's gateway adapting to Google's new Wallet API.Duplicate management in Zoho Invoice
Hello, We've been waiting for a while. Could you please implement a duplicate client management in zoho Invoice ? You could get some ideas from zoho CRM duplicates management. We meet some issues to track our client transactions due to duplicates in zoho Invoice. We cannot delete all payments and modify client name in the invoice ( it is very difficult to distinguish between duplicates in the drop down list) to delete duplicate. Best regards, Fabricei degraded my invoice account to FREE and seems have lost ALL contacts/invoices, well is it true?
i degraded my invoice account to FREE and seems have lost ALL contacts/invoices, well is it true?What will happen to my invoices, payments logs, credit notes etc. if i stop paying my subscription?
Hello All, I have the standard subscription and i am a seasonal business where i will only operate in the summer months. If i was to cancel my subscription and then reactivate it back in the summer what would happen to all my invoices, credit notes and payment logs?Opportunity register
Whilst I appreciate ZOHO CRM is meant to be used for leads etc, it would be good if ZOHO invoice could be used to document simple opportunities that can easily be changed to active project with partial invoice or full invoice when they have started. At the moment I do this by keeping the invoice as draft, then adjust details as I need to eg date when I wish to finalise etc. Further for your dashboard, if you could have draft entries also appear. thanks in advance (New zoho user) iain%Balance% placeholder in emails
Hi, I just tried using the %Balance% placeholder in my invoice emails, because I wanted to flag to clients how much they owed me, but it seems that the placeholder only totals overdue amounts and not the total owed. I don't think that this is a good way for the placeholder to function, and it might be better to have two placeholders (e.g. %Balance% and %Balanceoverdue%) so that I can include in invoice emails a note saying "you have an outstanding balance of $xxx of which $yyy is overdue". I hopeNew invoice statuses to better track products delivering
Hi , As you added two estimates statuses Accenpted, Declined, Expired, would you please do the same for Invoice by adding : - Shipped - Delivered In addition of draft, open, Closed. Thanks,Invoicing problem - no tax on items
When I edit the items that can be included on an invoice, one of them will not let me set a tax rate. Each time I set it to VAT, I come back and it still says no tax rate. See screenshot attached. Thankshow change my invoice address (not the customer's) from refer to my company to refer to my name?
how change my invoice address (not the customer's) from refer to my company to refer to my name?Next 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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