I need to bill weekly services, at Month end.
Greetings, I perform service weekly, but bill Monthly. How can I record weekly service, and then bill all, at end of Month on one invoice, using mobile app?Credit Notes
Can anyone explain how the Credit Note function works in Zoho Invoice? I recieved an early monthly payment from a customer before their monthly Recurring Invoice was emailed out. I entered this early payment as a Credit Note to that Customer when I received it. I was thinking that when their invoice was generated, it would see that a credit had been issued to their account and give it a zero balance. However, the invoice went out with the normal monthly amount due?? Why didn't Zoho Invoice seeRecurring Invoices not been Sent
Few days ago I setup 5 Recurring Invoices to be sent on April 15, 2012. Is April 16 and they haven't go out yet or even generated. I already changed the option to send the invoices directly to the customer and that didn't do anything.Problem in sorting by autogenerated invoice number
Hi, we are adopting the following numbering scheme: 2012-0001 2012-0002 etc Unfortunately, when we create the invoice, this is saved as 2012-1, 2012-2 etc in other words the leading zeros are ignored. This obviously generates a sorting issue, e.g: 2012-2 is considered higher than 2012-11 and so on Oddly enough, when we are creating a new invoice, the invoice# in the field of the invoice creation form seem to be correct (the leading zeros are still there). it is only after the invoice is created andIf Else formula in CRM Custom Field
Hi I have various billing options for customers, eg 50%, 30% etc of total cost. The percentage field is entered by user. In the invoice, I need to display this text: Billing ${Invoices.Billing Percentage} of Package Total : $XX amount But if percentage is entered as 100%, then the text should only display "Billing Total" How should I write my formula? ThanksHow to Take a online Payment for Invoice sent manually ??eg a Hard copy Invoice Posted to Client?
Hi, Could anyone advise me if i am sending a Hard copy invoice to customer, how can customer go online and make a payment?? Thanks, AmitHow about Zoho Mobile Invoice?
For users that use the Iphone or a windows Mobile based phone? All the same features of the online version tied to a iphone or windows phone? Any plans for that?Combine expense items
I wanted to combine several expense items, and bill those items to a customer in a combined invoice.... is this possible?Staff expenses/revenue by staff
We are a company who provide regular services and where each staff have got assigned regular clients with various rates. Some of them got more clients than others, therefore we need to be able to see report revenue by staff and staff expenses to be able to work out their salaries very quickly. All this as well as being able to assign customers to specific staff is possible to do in Freshbooks but they are missing some other nice features you got which we like therefore we are still trying to decide.Purchase Orders
Are there any plans to create a Purchase Order tool? We have made modifications to the Invoice tool to accomodate Purchase Orders, but it would be nice to have just a Purchase Order tool. Thanks!Zoho for Law Firm
Dear Forum, I am curious as to anyone that has used Zoho for their law firm. We have several attorneys and supporting staff. I need software that can track billing and immediately incorporate the billing into an invoice. If someone has used it, what different Zoho products have you used? Thank you and much obliged ! PaulLink Invoice to Calendar? using for Lawn Business
Trying to find out if I can use this for my lawn company. Ideally, I would like Invoicing and Expenses on ZOHO Invoicing but lacking the scheduling portion. Is there any way to link this ZOHO Invoicing to my Gmail or Zoho Invoicing? I love everything about this except this feature. May exist but I can not figure it out. Also, I am sure there is no way to link this with my bank account is there???Cost of sales
Dear All I am an user of Zoho invoice very useful to send my invoices to clients as revenues. Is there any possibilty to register/follow invoices of my suppliers as cost of sales Thanks for your suggestionsUser permissions
Dear all, I need more than three kind of users. In Invoices, I need user who can make Invoices only (disable payment make/edit/delete) and disable Recurring (make/edit/delete). When are you going to create new updates about user permissions? Best regards, SladjanDrill-downs
Hi, I would like to propose that you add the ability to drill down into a statement, ie the invoice numbers on a statement should link to the actual invoice. Also on screens like the customer details screen where you have the types of invoices listed at the bottom eg Open, Closed and Overdue should drill down to the actual list of invoices associated, and that list should also then drill-down to the actual invoice screen. Thanks, igloonautZoho invoice and credit note with API
Hi, I want to use your API to create "credit-notes" from my web application to my Zoho invoice account, but I didn't found any documentation to do that into the API guide. Can you tell me if it's possible and how can I do what I want ? Thank youI need to customize what users see.
I need to customize what users see. I wish they could just put the bills. You can do this customization? how much it costs?Infusionsoft
Can zoho invoices and zoho reports be merged with Infusionsoft API.Default payment option
Will Zoho Invoice be getting an option at some stage to set the default payment option? few of my customers pay cash, in fact, most pay by transfer. it would be great if it could be set to default to that or another option.Undelivered Mail Returned to Sender
I am receiving an "Undelivered Mail Returned to Sender" when emailing an estimate to a client. I am able to copy and paste the email body & estimate PDF into my own email client and send that way. It appears to only be an issue when emailing from inside Zoho Invoice. Here is a copy of the returned message. I've obscured the client's email and domain to avoid spammers: This is a MIME-encapsulated message --q2R3tFjv013175.1332820515/resolver2.sv4.zoho.com The original message was received at Mon, 26mandatory field
Hello, I need to creat new articles, but without the price. i want to add the price every time. but this field is mandatory. how can i solve this? Thanks FrancescoI would like to create a price list
I would like to create a price list, and I've used an estimate to show the cost of my items. But, can I get rid of the total etc at the bottom. It's confusing to some customers.How can i set a Net 60 days for a payment term for a customer?
How can i set a Net 60 days for a payment term for a customer? I am aware it is not listed in the drop down list. Also, i am aware that i can add a custom late fee. i require a option where when i select a month, there should be a drop down menu to select how many months. Hence i can select 2 to achieve net 60 days. Please advise Thanks alot.Can expenses be tied to items?
I am a Zoho Invoice newbie. I own a billboard company and absolutely love the ability to automatically generate invoices and track payments. I am just exploring the Expenses module and was wondering if I could tie expenses to certain items? I currently have each billboard face setup as an item. It would be very beneficial if I could tie each board's electricity bill, maintenance items, lease payments, etc to a particular structure but I am struggling at how to do it. Any suggestions??Client specific prefix for Auto Increment
Is it possible to have client specific prefixes for auto increment? The auto increment number would be specific to the customer prefix rather than global order. e.g. (in order of creation, prefix in bold) joebloggs_005 tomjones_002 tomjones_003 joebloggs_006 tomjones_004 tomjones_005 etc Thanks TimHow is the New Plan an Upgrade
Hi, I had to switch to another company; how is the new plan an upgrade? You might as well just offer the professional plan! Thank you, Mario Stevenson, Master POC; Special Project Operations & Community Organizerprint report cuts off on pages
When I print my expense report part of each page is cut offCreate a delivery slip
Hello, I'm using zoho invoice and zoho CRM for my french company, and I would like to know if it's possible to generate (after the invoice) a delivery slip with all the invoice's informations? Many thanks in advance Alex DWrong label for "open" invoice in Spanish
Label for open invoices reads "abrir", which is the infinitive form of verb. Correct label should read "abierto", which is the adjective.how to add such non-rate charges like freight on top of subtotal to make up a complete invoice?
urgent!Need help to edit the invoice template - urgent
Hi, I am trying to edit one of the template in my zoho invoice account. All editing have been successful so far except from two issues. Before I can send the invoice out to my customers, I need to solve below two issues. I think you would be able to help me with just a few minutes assistance. Right now I am stuck and cannot solve it by myself. 1) Getting rid of the strange mark that is shown right below our company email address "billing(a)myjoice.jp" Looking at the code, I can track this mark toAutomatically apply a credit note to a recurring invoice. a
Hello, It the help documentation it shows that I can have a client's credit note automatically applied to a recurring invoice. But when I try to set this up, i can' t seem to find the check box that enables this. What am I missing? Thanks, ChuckLine item calculation
Hi, I need to add sum of %ItemAmount% and %TaxAmout% per item on invoice. Is it possible to use some calculation inside template? regards Urosresetting invoice number on new year beginning + grouping by year old invoices
Dear Zoho gurus, is there a chance to auto reset invoice number on the new year beginning? If yes, how that can be achieved. What's more, how could I group my old invoices (2011) under a folder or something like that. Now I have 2012 and 2011 invoices all together and that is a bit confusing for me. Any hint please? I am a paying member and I thought that Zoho Invoice could generate hitorical archives of old invoices automagically. Thank you very much for your precious help. FrancescoHow do I modify the Task Invoice Template for Zoho Projects ?
When I "Create invoice from Zoho Projects" and select "Task" as invoice type, I get the same invoice layout no matter which invoice template is actually default. Thank you, Kennyadvice for new user and new consultant
Hello, I am experienced in my field but very new to the business of consulting--recent layoff forced me to go it alone. I have been using Zoho Invoice for the past year and as my projects and client list grows I am questioning whether my project/invoicing "structure" is appropriate. I am looking for advice with respect to setting up Zoho Invoice projects for the long-term. Here is my situation: Scientific Consultant; currently one-man-show but looking to grow; multiple clients; a mix of definedTax breakup on the invoice
Invoices that I send to my customers has taxable as well as non-taxable line items. As per law in Maharashtra state, invoice is required to show subtotal of tax on taxable line items. Is this possible? For example, Line Item Rate Amount Item 1 400 400 Item 2 500 500 Subtotal 900 Tax (5%) 45 Item 3 300 300 TotalReports to pay Independent Contractors
Hi, I have to pay Independent Contractors for all their hours at the end of the month and I want to create an itemized report of their hours and the total to pay them. How do I do this? Thanks, MichelleStatement is not displaying properly
Hello, I'm testing Zoho invoice. I just tried sending a statement and the output is not clear and misaligned so some of the figures are missing. Please see attachment and advise. Thanks much! Revireoccuring jobs on invoice
Hi, I have the same schedule (more or less) every week. Is there any way to make the jobs duplicate each week without hand entering them each week? Thanks, MichelleNext Page
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
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
Most Discussed Topics
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.
Zoho Developer Community
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
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
Top Contributors
Hari Hara Sudhan. S
gmignot
duncanchristensen03
Rajesh