Schedule reports or users that can login and pull reports
Have been a long time user of invoices and I love it as a service, it for fills many of or my requirements, however I have recently expanded and now have re sellers. With these re sellers i send them invoices for various services, at time they can have a bunch of opened invoices, and they have requested monthly reports on these. This is something that I have to create manually via customer and then export and then send. I would love the ability to create a report, save its variables and then schedulemore detailed sales reporting
I would like to drill down my sales report by item and customer, so i can tell in month 2, how many items of x and y, each customer bought.Timesheet entries - unbilled to invoiced?
How do I change unbilled entries to invoiced without actually generating an invoice? I have entered details from another system to keep all details together but obviously do not want to produce new invoices etc.Edit Invoice bug: after editing an invoice clicking Save does not save changes
Using latest Chrome browser (19.0.1084.46) I have tried editing the description of a line item and it will no save. I also tried re-adding the line item and deleting the original; this will not save either. After clicking Save the invoice reverts to its previous state. So I tried Internet Explorer 8, same problem. Help? Thanks!Why is customer relation number not available in Zoho Invoice?
Hi Zoho Invoice, If you have 10 customers with the same last name, or even same first name, how do you quickly find the correct record? Most CRM and Invoicing systems have a unique customer relation number assigned for each customer registered in the system. Wny is this very simple but so important function not available in Zoho Invoice? If a unique customer relation number is generated (auto numbering) each time you register a new customer, it will simplify the process of finding the right customerWufoo data to Zoho Invoice
Guys, is that possible to match the Wufoo form entries detail to Zoho invoice invoice entries (customer name, item, discount?)Zoho Sites linked to Zoho Invoice
Hi Zoho Team, Thanks a lot for your great release zoho sites!! I'm very interested to see where you guys can go with such breathtaking solutions. I did not ask for e-commerce solution or website site solution since I was waiting for integration between Zoho reports-Zoho CRM and zoho Invoice. My questions is: 1/ How can create a website that allow my client to fill order that feed in Zoho Invoice ? Regards, PS: The topic Zoho sites is not available for the moment.Page number on invoices, layout on invoice pages 2f
Hi there Would be fabulous to have page numbers on the Print Out/PDF-invoice pages. If you have 30 or so items in a single invoice, would be cool to have the normal first page layout on every following page, with just a page number added: 1/4 - 2/4 - 3/4 - 4/4... 4 example :-). Thanks for checking.Paypal Payment Options
How do you add online (Paypal) payment options onto invoices? When I export my invoices there is no payment option. Need to send out invoices with this option ASAP!!! I also already have my paypal intergrated.Customtemplates - Available fonts list
Hi, i am redesigning my custom invoice and estimates templates within INVOICE. Before I start, I'd like to know which fonts are supported? Is there a list or an overview somewhere? I couldn't find anything. Would be nice if you could help me out! Regards! FrankSearch ALL Modules in Zoho Invoices
I just want to say that the new search in Zoho Invoices is completely annoying, restrictive and counter productive! A) Is there the option to search across estimates, invoices, customers etc. AKA all modules form the search in the top right corner w/out having to select the drop down menu. This extra step is USELESS. B) Is there any plan to change it back to what it was. It was far better. Thank you, Trevor Trevor.Niblock@NiblockEnterprises.comTimesheet Suggestions
Hi, A couple of feature request/suggestions for capturing time: 1. Add an option to the "Show" filter to only display non-invoiced time. 2. Add "start" and "end time" fields and have the system calculate the duration. This is important when working on multiple tasks. Thanks. Jack.PAYMENT DELETION??
Zoho Invoice : Payment deletion process is too cumbersome! Help! If I make a typo I am screwed! Help1Client additional fields dissapeared from client edition view
Hello. I use client additional fields to add some info like VAT number. But now if I try to create a new client or edit an existing one, this additional fields simply doesn't appear in the edit view and there is no way to change the value. Is it a bug? Or there is another way to do this? Thank youBug: Project "Based on Project Hours" -> Invoice (Foreign Currency)
Hi guys, I have started to use a free account of Zoho Invoice for evaluation purpose and if everything works as expected, I will migrate all my information to this service. The software has a lot of useful features, but I have found a problem with my workflow: I live in Spain, so I set my base currency as EUR. I have created a new customer using USD as currency. I have created a new project "Based on Project Hours" and I have introduced my hourly rate in USD. I have started to create tasks and logPO # doesn't show in PDF after editing an invoice.
If I create an invoice, including a PO# at the time I create it, and export it as a PDF, the PO# appears as expected. If I edit an invoice after creation, and add a PO#, the PO# will not appear in the exported PDF, despite appearing in the summary. Any hints?One client (my organization) and multiple suppliers .How to create my own invoice ?
Hi , My suppliers don't produce invoices.I need to create my own invoices for them. Then I pay them for the goods I bought from them. In a nut shell, One client (my organization) and multiple suppliers . How can I use/configure Zoho invoice ? Thanks,Restricting users from viewing all invoices
I would like to have 10 users, each user, can create their own invoices, however, when they choose to view all open invoices...it only shows the invoices they have created and not invoices the other users have created. Is this possible? Thanks in advanceZoho Invoice: 2 rates ( B2B rate and B2C rate)
Hi, I would need to set up a B2B rate and a B2C rate for my items. Could you please provide a solution ? NB: - When some clients order for 50 units of the same item I'd like to apply a B2B rate (8 €/ units) - When other client order only 2 unites of the same item I'd to apply a B2C rate (15€/units) Regard,Shipping status management
Hi, In our business, we sale goods and materials. We need to know whether or not we processed our Clients orders (i.e to send order to warehouse, to ship the order, to deliver to solve issues , etc...). Please find attached a description of that fields defined as attributes of invoices (Shipping status and shipping comments) to be displayed in the invoice tab. Regards WelforUser rights
i would like to add a user, who when logs in, would see only Expenses part. I want him to add expenses only and not to see my invoices and other details. how can i do that?Zoho Invoice: How to create an invoice from time tracking?
I am using Zoho Invoice only (not Zoho Project). Within Zoho Invoice, I can track time. However, I have not found a way to add the tracked time into an invoice. I can add other cost (say some software I resell) to the invoice at the time I generate the invoice, but it seems not possible to add the time spent in a similar way. If there is a way, I haven't found it yet. Can you give me a hint? Thanks DanielLink expense to existing invoice?
Is it possible to simply link an expense to an existing invoice? Many times I have small expenses that I would like to hold and place on an existing larger invoice. Is this possible? If not, then a check box in the expense detail stating "previously invoiced" or a text field where we can place the invoice number manually would be nice. This way, I wouldn't have so many un-billed expenses and I wouldn't have to send multiple small invoices out to my customers.Recurring Invoice - PO / Reference #
Hi All, We use Zoho invoice for all our invoicing and think it's great. However one gripe: we use recurring invoices. We also use nicely formatted emails which include the PO/Reference field %ref%. But with recurring invoices, there is no way to populate this - even to say "Hosting Yearly Fees" so the end client gets an email (in the case of recurring invoices) saying "Ref: %ref%". This looks unprofessional and shoddy for an IT company such as ours. Surely an easy add-in to the recurring invoiceCustomer Statement Templates
Hi I know Credit Note Templates have been proposed but I would also like to see Customer Statement templates. Thanks GeneLacking MAJOR Functionality and Support
Any updates on any of our outstanding issues? There are SEVERAL. Any updates on this? This service is currently not an option for us because we are not able to enter in credit card details ourselves, then run the payments through Authorize.net within Invoice, CRM, Books. Our salespeople collect the payment information over the phone, so in order for this to work for us, we would need to be able to run payments from within Zoho Invoice/Books or Zoho CRM, and automatically run recurring monthly payments.Timesheet edit
Is there any way to edit a timesheet after the invoice has been generated? I need to make corrections and issue a new invoice.How do I find the invoiceID?
my invoices are created using the proper code in Zoho Creator. I want to do some additional stuff with the invoices as shown here: https://help.creator.zoho.com/Get-Invoice-Info.html but i do not know where to find the InvoiceID (which are auto-generated [im not passing a custom variable through]). How would I use the link above without first knowing the InvoiceID?How do I delete a customer
How do I delete a customer from the new invoice customer list ? I could not figure it out and had to create another duplicate then found out the address I need to mail to was different on the other two I created so I need to delete them and create a new one I dont need three of the same company, thanks for the help .How do I mark time as billed in timesheet
How do I mark time as billed? Right now all my time in the time tracking system say unbilled, even though I've already sent out a bill for most of the time. There are no invoices for my project in the project view) even though I created an invoice and marked it as open (in the invoice view). Is this part of the problem It's like the invoice and time tracker are not connected. ThanksWhat does this message mean in zoho invoice?
I tried to change an invoice to "open" (which I assume means that you have sent a bill), but I get this message: "Only status of draft invoices can be changed to open. Are you sure you want to continue?" What does this message mean? Perhaps an invoice a draft until you make it open?Terms and conditions
This may be a basic question but it is driving me nuts There appears to be a field that inserts standard blurb when it sees %TermsAndCondition% There must be a place where I can change the text in this field does anybody know where this is? I have looked on here but can't seem to find the answer I am looking for DaleReports about VAT
Hello, I'm farely new to Zoho and I had a question, that would help me decide if I should make the switch or not. My company is French based, and we would like to have reports concerning the invoices without taxes. Let me show you an example in order for you to understand me better : I invoice a client 5 yearly licences. Each is worth 1000€. And there is a VAT on this article of 19.6%. The invoice amount is then 5980€. In my report I'd like to see that this client, during first semester, payed meInvoice Numbers
I have been using the "recurring invoice" function in Zoho Invoice for a few months now. Last month my automatically generated invoices started skipping even numbers for some reason? I started my first recurring invoice with INV1000 and they stayed consecutive until INV1023. Now, for some reason they skip all even numbers?? How could this have been changed and how do I fix it?Unbilled Hours
I use a few basic Projects within Zoho Invoice. I have created an invoice for a 25 hour project and mailed the invoice...it's one line item for the entire project. Is there a way to set the "Billed Hours" to 25 so that I know I've already invoiced the client for the full project? Otherwise the time tracking screen implies that every amount of time I apply to the project is unbilled. Thanks!Re-import account from zoho crm with personalized field
I created a personalized field ("CIF") in accounts, but then when i re-import from zoho crm to zoho invoice i can't take the personalized field. Can i import the personalized field?Overdue Invoices
I have a customer that is about 30 days late on a monthly recurring invoice ($275). His next recurring invoice ($275) is to go out tomorrow. Will tomorrow's invoice have the overdue amount included on it also ($550), or will it only be the amount due for this invoice ($275)? If not, is there a way to automatically include a late invoice amount (one that has not been recorded) on the next recurring invoice to go out?Import Googleapps Contacts by Groups
Hi I am sure this has been reported or suggested before. The GoogleApps import contact features is great. But needs to be able to organise by selecting which groups you want to import. The way it's currently designed makes you click through your whole contacts database individually clicking which want you want to import which is unworkable with 1000's of contacts.. Thanks EuGinnumbers exported as text
Hi, When I export my invoice list, all the numeric fields are stored as text. This means I can't use formulas etc, to work on the sheet. i seem to be unable to bulk change the fields to number (or currency). how can i make this work? thx, JShowing item cost as a percentage
Hi We want to show an item cost as a percentage. As a real estate agent we collect rent for our clients. We then bill our fees (item) as a percentage of the monthly rent we collect. So for example we collect £1000.00 rent. We bill (item) 10% of the rent we collect. i.e. £100.00 So we want to show our item costs £100.00 But of course we also have rents we collect for all kinds of different amounts calculated at 10%. How can we best show this fee as an item in each invoice? Thanks GeneNext 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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