Invoice related credit-memo - Template
Dear Zoho Team! Do you have a hint where we can change the "template" for the invoice related credit-memos? Regards Patrickmay get refund... I paid for a whole year 150$ but I want mo-by-mo pay... well
may get refund... I paid for a whole year 150$ (zoho invoice) but I want mo-by-mo pay... well? payment is for all zoho services?Why aren't there column totals?
Why aren't there totals at the end of the columns?Printing Invoices
Hi, I'm trying to print about 50 invoices from my invoice account and it keeps creating PDFs. Anyway we can just make it print directly from our printer? ThanksNew comer needing a little help. Please
Hi,javascript:emoticon(':roll:') 1. I am having a little problem with our company logo appearing on my invoices, estimates, letters etc. But, they are displayed on my computer. HELP 2.I would like to print out all my invoices to clients & post them, but cannot find a facility to do so. HELP 3.Like the programme so far. ThanksZoho Invoice - Print Report?
Hi there, Quick question, is there a way to run a report and then print it? I know I can go to File > print in my browser but I just wasn't sure if there was a cleaner way to print off the reports, something similar to printing an invoice? Kindly, Kylereport options and print report
Reports could be more flexible allowing sorting by different fields, similar to reports allowed by zoho creator. also there should be a print report option.Category of items with API Invoice and site account
Hi, I have been coding Zoho API Invoice for quite sometime now and I really like the interface. However, there seem to be a missed logic interpretation regarding either the creation of items or finding an item. Idealistically, when an ItemID gets created on the fly over API, it is just a simple item. Although, what hasn't seem to be thought while building the relation entities are the categories of items. Normally, when creating an item, it is always reflects from one or multiple categories. ForIs there a way to process credit cards
Does zoho have a merchant account option where we can use a card scanner and process credit card payments for products sold? Will it work with Intuit payment processing?Futures Milestones
Hi All, You plan to publish the milestone of software updates : what and when?Invoice passes "Paid" Status to Creator
is there a way to pass a "paid" status to Creator from Invoice. If the customer has made a full or partial payment, can a custom variable be passed to a table in Creator?Tax per item
Hello, Is it possible to display in the PDF, the tax rate and amount for each item? Thank you. Laurentmay my customers' contact info transfer to Outlook 2010 or to android phone/tablet
may my customers' contact info transfer to Outlook 2010 or to android phone/tablet?Need example in PHP or Ruby for Invoices API
Hi guys, After reading the ZOHO API, I need some example in PHP or Ruby to start. I am trying to get invoices data. Do I need to get both API key and Ticket to get data (https://www.zoho.com/invoice/api/index.html) ? How do I pass in parameters ? for example -> https://invoice.zoho.com/api/items?apikey='blahblah'&ticket='moreblah' //get all active invoices Thanks muchcontact client data (clients invoiced) can transferred to outlook2010
contact client data (clients invoiced) can transferred to outlook2010?Payment term based on percentage
Hello, is there a way to have a payment term like: 20% on recepit 80% net 30 days thank you SimoneDisable Zoho Invoice integration with Google Apps Mail
How do we disable the zoho invoice integration with the google apps mail? It shows at the bottom of each email address we check. It would work well if it only applied to our accounting department. However, it applies to all users. Thanks!Charging nothing to a client?
I do pro bono work for a client. My accountant really wants me to keep track of how many hours I spend on this client's project (he's seen that sink other clients). Zoho, however, won't let me charge the client nothing. For now, I'm charging them a penny and never invoicing them, but that's really bugging me. Can we allow for charging nothing for a certain task or client?Changing current customer on an overdue invoice
I am trying to change a group of overdue invoices from "Company A" to 3 subgroup companies that were recently created (company 1, company 2, company 3). When I attempt to change the customer from "A" to "1", using the edit menu on the invoice, the ZOHO system claims that the changes were made but the invoice remains as Customer "A". Any thoughts on how to fix this issue?Tab through all fields when entering expenses
When entering a new expense I can tab through all fields except when I get to Billable. I tab to Billable, space bar to check the box, but then I can't tab to get to Customer Name to fill that in. Tab takes you to the submit button. It's very nice that I can tab through the rest of the fields for quick expense entry but I wish I could tab all the way through. Please make the Customer Name field accessible via tabbing from the Billable field. Thanks for you consideration. JimDealing with bad debts
Hello, I know that there is a work item on the TODO list to add a "bad debt" button, but is there a workaround? I want to close an invoice as "bad" so that it no longer appears on my list of outstanding invoices BUT I don't want the revenue from that invoice to appear in my "payments received" totals. Is there any way to do this at the moment before the addition of this new feature? Thanks! MarkImportant Features on Zoho Invoices
Good morning, We use Zoho Invoice with satisfaction, but there are some features that we really need. We need to know if they are planned or even if we can buy customization for us. 1) We need a lot more attributes for the Customers. We need to save the data bank of the customer, name of the account that follows them, Vat code, riba, rid for the authomatic transactions. 2) Example : We have a recurring invoice each 4 months. It 'important that in the invoices generated by recurring invoice is writtenNew features requested
Good morning, We use Zoho Invoice with satisfaction, but there are some features that we really need. We need to know if they planned or even if we can buy customization for us. 1) We need a lot more attributes for the Customer's database. We need to save the data bank of the customer, the name of his account, Vat code, riba, rid for automatic transaction. 2) Example : We have a recurring invoice each 4 months. It 'important that in the invoices generated by recurring invoice verrà scritto the relevantSend Zoho Invoice from a specific email address
Hi, I'm looking over the directions for sending an invoice to a customer on http://www.zoho.com/invoice/help/invoices/online-invoices1.html#sending-an-invoice-to-a-customer . I need clarification on the 'From' field for the invoice email. Does it allow you to set any 'From' email address or does it have to be from a @zoho.com email address? ThanksPayment "Thank You" - From Email Address
We have 2 users in our Zoho invoice account. When I click to send a payment thank you after recording a customer payment, it sends correctly from the email address that is in the organizational profile email field which is as expected. But when the other user does the same, it sends from his personal email id and not the email address listed in the organization profile. I do not see a setting to fix this. Please assist.Additional Fields
Hi, Just wondering if when I added additional fields in the invoicing section and open to generate a new invoice my addition fields show up for me to input information to go on my pdf invoice from my pc but when i try to generate an invoice from the phone app the addition fields dont show for me to put information into. Please help Dazzainvoices in alphabetical order
Not sure how it happened but at one point, all of my invoices were in alphabetical order by name and I liked it that way. It has since gone back by itself into a random order. Can I get it back that way?How do i customize my sale report ?
How do i customize my sale report ? Such add Customer Country , telephone etc ? thanks in advanceMore invoice notification, payment thank you templates needed
Hello, I wrote about a year ago requesting a feature that hasn't been implemented yet, despite the fact that someone told me it should be simple. I sell several different services. When I e-mail an invoice, I want the invoice notification e-mail to change depending on the invoice template I used. I also want the Payment thank you to change depending on the invoice template used. I hope this is clear! Thanks in advance for your consideration, JohnMass change of VAT field.
The Dutch VAT% has been changed from 19% to 21%; we need to change this fact in Zoho Invoice so that our items contain the correct VAT%. Unfortunately, by changing the VAT% in the (browser based) Zoho-sheet, the info isn't translated to the separate items. It's also not possible to "hard reset" the items and import the .csv-sheet from the browser based Zoho-excel doc, because Zoho Invoice will not allow us to delete all our items. Who can help us to mass change the VAT%? Thanks!Export all Invoices details . From day 1 to day 2
Hi, I need to export invoices details (articles, quantity , details): - from day 1 to day 2 . - created in the week - created today - created this month... Currently I can: - export the list of invoices of the selected period without any details. or - export all invoices created from the beginning with details (articles, quantity ,etc...) Please help. Welforpayment offline or bank deposit
Good day, They could tell me how to set the payment offline, as I am trying to configure the service invoice but I see that has an online payment gateway, and would like to set it when my clients payments made by bank deposit.Is there an API that facilitates import of Zoho CRM Accounts into Zoho Invoice
I need Zoho CRM and Zoho Invoice working in an integrated fashion. My requirement is custom and needs to be built on top of the integration already offered by ZOHO (Zoho Accounts import into Zoho Invoice via ZSC key and display of invoice within Zoho CRM). Moreover there is a custom payment gateway implementation that I have for payment collection for my invoices. Zoho CRM only recognizes invoices of customers that have been imported in Zoho Invoice from Zoho CRM via the ZSC Key. Because of the customIndia Service Tax
How can I add the individual components of Indian Service tax? I want three rows in the invoice, one each for Service Tax, Educational Cess and S & H Edu Cess .need to do my estimates but i need to right my cost and add markup in % it is possible ?
the estimate sheet you add a sale price but i need to right my cost and add markup it is possible to make this modification ? and i dont want to save a product i do the estimated in the same page if i save the product i dont want to add the price in each productError message when Zoho sends automated message to AOL emails with Zoho Invoice.
Here is the message: and it happens with all my AOL email clients just recently. has always worked before. This is a MIME-encapsulated message --q8JL4Lj6005090.1348089227/resolver2.sv4.zoho.com The original message was received at Wed, 19 Sep 2012 13:21:13 -0700 from [172.31.253.75] ----- The following addresses had permanent fatal errors ----- <xxxx@aol.com> ----- Transcript of session follows ----- 554 5.3.5 Local configuration error --q8JL4Lj6005090.1348089227/resolver2.sv4.zoho.comclosed invoices
After an invoice has been paid in full and closed, is there a way to remove it from the list so that the list isn't so long? In my business, I still need to see some of the Paid and Closed invoices but most of them I do not.website payments pro
Hi, Why doesn't zoho enable website payments pro? EricTax rounding issues in Zoho Books and Zoho Invoice
I work with both Zoho Books (for my own business) and Zoho Invoice (for a client), and the problem is consistent in both platforms. In some cases, rounded prices are proposed inclusive of tax. This can cause problems when working back to an amount exclusive of tax. E.g. I have a price of 55 EUR inclusive of tax (21%). No matter how many decimals I put in the price on line item level, I always end up with 1 cent too little or too much in the invoice total. I have a feeling that VAT is calculated onRendering Exceptions in time sheet overview
In the https://invoice.zoho.com/view/ZB_Main/ZB_Timesheet/ZB_TimesheetTableView_VWrapper the column with status shows .Rendering exceptions. on every line. Now I can't see which line is invoiced or not yet. Please fix or give work around.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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