Report of hours for Independent Contractors
I want to create a report to send to my Independent Contractors with an itemized list of their hours for the month with the total amount I am paying them. How do I create this? Thanks, MichelleAttachement to invoice e-mail
Hello, We love the feature of being able to e-mail a customer a invoice directly from the zoho portal. My question is, we need the ability to attach a contract and send it along with the invoice e-mail with out having to download the invoice as a pdf and then sending it from our own e-mail client. Is it possible to add an attachment and send it directly from zoho? ThanksAutomatically add attachment
Hi! I would like to have the functionality to automatically attach the disclaimer pdf. Now I can do this manually, but I don't always have the pdf with me and it would be easier if it is attached automatically. Could you add this to the InvoiceIntimation settings please? Thanks!Add a column to Invoice
I would like to know if there is a way to add acustom column to an invoice. I would like to add a shipping column and a tax column so I can enter a fixed amount for shipping and a fixed amount for tax per line per item Here is what I am looking for Qty Item unit Price shipping Tax Total ThanksWill we be able to invoice right out of google apps?
I see there is a way to go pull up a customers information, however what I'd love to do is be able to get an email, and then click to build an invoice from that customer and have it autopopulate customer data right form my google contacts. This may be pie in the sky, but that would solve a lot of customer data import nightmares I've been having.Can't add more thant 100 products in my invoice!
Hi everbody, Please, I can't add more than 100 products in my invoice or proforma? How can I change that! thanks!Show Additional Entry Sorting When Viewing "Time Tracking > Timesheet"
I'm sending invoices for the previous month's hours and I'm wishing for "Last Week, Last Month, Last Quarter, Last Year" viewing options in addition to the current "This Week, This Month, This Quarter, This Year" viewing options. Especially because I expect my clients and I to work together for indefinite periods of time.Employee Expenses
How can allow company employees to add their expenses to Zoho? that is an employee takes a customer to lunch and I want to enable them to submitt it as an expense claim and then track which employes made what claims??PDF invoices generated by custom templates are not properly displayed by gmail pdf preview
I tried creating several custom templates based on the classic template, and, even with minor modifications, the pdf generated and sent to a gmail cannot be properly opened in the gmail pdf preview. In the example attached, the content of the table that should display items, prices quantities and amount looks completely empty. Only the totals are there. Opening the pdf in acrobat however, shows everything. steps to replicate: 1) send the pdf attached to a gmail address 2) try to use the pdf previewSuggestions on Follow Up Notifications
I would like to be using Zoho Invoicing but would really like to have the ability schedule followup when a customer is inputed. We use Google Apps and would like to have the follow up notifications go to our Google Apps somehow... I really do not need the complexity of a full CRM and am trying to avoid going down that road. Are there any other options or combination of Zoho applications to make this happen easily? We are a small company now ~5 employees but really want to have the ability to scaleInclude some client's fields in the invoice export file to allow creation of by-country sales reports in excel
At the end of the year we would like to generate reports such as revenue by country revenue by sales rep revenue by state/province etc You could add these reports to the ones automatically generated in the report section but it would be even easier for you (and good enough for me) if I could create these reports by myself in excel using the invoice export csv file Since country, and province are fields of the customers database and sales rep is also associated at customer level and not invoice levelThe invoice is in open status hence, the disabled fields cannot be edited.
I used to be able to set the invoice to "active" add the retainer fee then still update items with in the active invoice. This morning I go to add qty's to a clients order and I can't make any changes, well except to the PO. Is this new? How do I disable this feature?Weird Pricing Structure
I'm still on the Free subscription, but no doubt in time I will need to upgrade as the business grows. But I have been looking over the Subscription Details again in my account settings and something seems weird/wrong. For the Free account I get Unlimited Customers (this is fantastic), and limited invoicing/estimates (fair enough). But when you start paying on the Standard subscription, the Unlimited Customers is cut back to 500. Huh? I can't say I have ever seen an upgrade in product with any servicePrice Quote Generator and Import Items Feature
Do you have anything that could enable me to use ZOHO as a product catalog for Request For Pricing notifications? Additionally, can we import multiple items into the database. R/Mike Crouse, MBA eBusinesscannot link my zoho invoice gmail contextual gadget to my zoho account
Urgent I have been trying since yesterday to associate my existing zoho invoice with my google apps account tuotempo.com. I have successfully added zoho invoice to my google apps account through the marketplace but, when I try using the gmail contextual gadget, a pop-up window appears and keep telling me: "Looks like you are logging into Zoho from Google for the first time. Please save any unsaved data in Zoho and click here to associate your Zoho ID with google." I click on the link provided,PAYPAL STANDARD -> PAYMENT -> ZOHO INVOICE -> INVOICE
I have a basic question about a possible function of Zoho Invoice: I have Paypal Standard on my website. I want my customers pay from here and the payment details will send to Zoho Invoice to make me the invoice. I don't want to send the invoice first and then make the payment. The process I would: WEB -> PAYPAL STANDARD -> PAYMENTS -> ZOHO INVOICE -> INVOICE Is this possible?Problems with email CC
Hi, we are not receiving the copy of the email from the system (invoice notification). It probably stopped working on last week. Is there any problem right now?It is possible to have discount / client
Hi, I want to set a discount not for product but for client. Example: I want to give to client X 10% discount for all products, for client Y 15% and for client W no discount. Do you think that it is possible? Do you like the idea?Invoices and Estimates settings available under Preferences
Hi, You may not find your 'Invoice or Estimate Settings' in Zoho Invoice. Do not panic. A centralized preference settings option is now available so you can set all your preferences at one go! Changes Made: 1. Invoice and Estimate sub-links are clubbed to a single 'Preference' point. Under Preferences you have several settings option available for invoices,estimates and credit notes. For more information, please refer to our Help Documentation. 2. For your convenience and to save time, you can saveAdding a reference ID to expenses on Zoho invoice
Is there any way you can add a reference number field for when you submit an expense on zoho invoice. The other option being creating our own in either the Notes/Reference field however this isn't ideal.Paypal integration
Hi I have tried submitting a support request but i am unsure on whether it has actually submitted because when i click submit it just clears the form. Could someone confirm if this is normal or if it has been received? Failing that - my questions were: 1) I note that you can set an automated email for new payments. On our site we have several subscriptions, is it possible to assign rules that allow different automated emails to be sent to customers depending on which paypal button they sign up with?CANCEL PAYMENT
Hi, unfortunately we set a payment for an invoice that actually was not paid. how can we restore it and leave that invoice "open"? Thx,two BUGs - crediting credits
I have an open invoice for $20. I then create a payment towards the invoice of $40. It won't let me save it at all (it tells me the payment is more than what the invoice is) So I am forced to change it to $20. Then I edit the payment and change the amount from $20 to $40. Then is says something like: "$40 is more than $20, would you like to record the extra $20 recorded as a credit?" And I say YES! two bugs: 1) I should be allowed to enter $40 when recording a payment, and should get the nice littleEstimate automatic number with problem when cloned
Hi. Today i try to clone an estimate and when i finished some changes and click on SAVE, system ask me to input a Estimate number. It is automatically when i add a new estimate, but some bug happening when i do it on a cloned estimate. Could you guys take a look, please? Thank youtime sheet invoice
i created a time sheet invoice by importing a document already created how do i now add a submit button so it gets sent to an email addresspay annual zoho invoice
Hi, How do I go about paying for annual basic plan? Regards Grahamrecurring expenses?
Hi. I like the new Expenses feature, but I'd like to request a recurring expense option. Most of my expenses are recurring monthly charges. Would at least be nice to be able to duplicate an expense and simply add a new date. Thanks, JillSnail Mail Error
I've tried to invoice my customers with snail mail invoices. Some of them have been sent, but the majority of them have failed with an error. I tried to resend a few of them and get the same error. I called you guys back when the error happened and also sent a few emails. I have been told that it would be looked at and fixed. Well it hasn't been fixed and no one has contacted me about the issue since then. The invoices are due soon, and no one knows about them cause they never been mailed by you.Rounding off
Hello Support, I don't know if this should be posted as a bug, or as a requested feature. so therefore, i just posting it in the general area.. I'm using the muli-currency feature of Zoho Invoice, namely EURU's and US Dollars. My basic currency is euros, so therefore, i have to register all my invoices in euro's, and zoho will convert it to us dollars, for the client automattically.. When doing an invoice, i would normaly use the daily currency received from an internet currency exchange site, mostlynot a zoho invoice issue but another solution needed
i am looking for a inventory management system, does zoho offer anything for inventory management??Authorize.Net logo on invoice
I'm using Authorize.net for the payment gateway. Is there a way to put their logo on the Invoice and/or include it on the email. Herb WexlerBalancing & Reports
Why do all reports and invoicing show - for positive balances and negative balances don't show - This throws me and my organization off when looking at reports and they show - (negative) balances when in fact it looks like those are positive balances??Changing invoice letter size and layout
How can I change invoice letter size....and layout?....I can`t find it........Thanks!!!How to insert "Payment for Month of" into recurring invoice
Hi .. I've set up a recurring invoice for a few clients to bill them monthly. The challenge I've got is that I've gotta manually insert the payment month in the Description of the invoice .. it's not a big thing but .. would really really like to automate that in case I missed out. Thanks in advanceOutages
Is there a problem accessing ZoHo in the USA? I cannot seem to get to the website to loginNo more late fees?
I can't find the late fees option anymore, is this normal? Have you removed this feature? Thanks.Implementar Informes personalizados
Agregar la posibilidad de implementar informaes personalizados para agregar campos y por Ej: Saber como asignar las comisiones de los vendedores y filtrar los reportes por vendedor.Invoices
What is the point of having invoices if you can show payments or mark them paid? Is this going to be added?Suggestion: Possibility to use multiple logos for 1 organisation
I encounter a similar problem to the other question on the forum about Multi-Languages on Zoho Invoice, since I use several business names/identities (so at the moment need different organisations) but due to tax legalities (1 tax ID nr) I have to make sure that the invoice numbering is consecutive. That means every time reset the invoice numbering. Hardly makes it faster or easier than the old fashioned excell. Would be real handy if I could set my company logo per customer so that I have consecutivePartial Online Payments
What is the best way to handle partial online payments? Here is what I would like to do: 1. Send client an invoice for the project before the project begins. 2. Client pays 50% of project upfront using the online Paypal payment option in the email that they receive. 3. I record the partial payment in Zoho Invoice. 4. At the end of the project I send the client an updated version of the invoice that reflects their 50% payment and the 50% still owed. 5. Zoho automatically reminds the client of theNext 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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