Using multiple addresses on Estimates
I have multiple offices in several cities. I want the quote to reflect which office it came from depending on the customer. I currently have to go in and manually change my address every time I am doing an invoice for a different city. Is there a way to choose office addresses?Importing Invoices
Hey guys, I'm still testing this software out. I'm trying to import invoices that I exported from quickbooks. I've got around 400 invoices, but the free version only allows 5 invoices per month. Is there a way I can import all of these or do I need to pay the monthly fee? If I have to pay the fee, I'd need the $25 per month account just to import all of these, but I realistically only create 25-35 invoices per month. If I have to subscribe at $25 to get my invoices imported, can I go down to thewhich version do i need to import invoices please?
I dont have the button there at the moment. Thank youCustom template for fixed cost projects?
Hi there, I allready create a custom template for my normal invoices, based on project hours. And it works fine. But now i've got a simple project with a fixed price for everything. As there are no time informations, I understand that I may need another template. So I took a predefined "fix cost" template and tried to change it to fit my design. But without success. I was not sure, if I did everything right, or missed something, so I tried again, this time with just a small text change. But again,Is there a facility to recommend Zoho Invoice to friends?
Hi, I'd like to recommend Zoho Invoice to friends and wonder if I would get anything in return for getting others to sign up. If I don't ask, I don't get! Regards GrahamImport Zoho Invoice into Zoho Books - Message: "This user is not associated with any organization."
..how do I associated my Zoho Books account with my Zoho Invoice account?Invoicing timesheets
A few weeks ago I logged time against a project and created a couple of invoices. Today I did the same thing: logged time in the Timesheets. the entries show up as unfilled along with the billed ones. The problem is I cannot figure out how to create an invoice from the unbilled timesheet entries even though i have done it before. either i'm blind, or something changed! could someone help. feeling so stupid right now :) thanksTax Exempt Customers
The "Setting up Tax Details" portion of the docs uses Canadian tax rates (5% GST & 7% PST) for the illustration. I take this to mean that Zoho Invoice should be able to handle Canadian tax scenarios. Unfortunately, I can't seem to find any way to flag a customer as tax exempt. We have many customers who are PST exempt, for instance. Am I perhaps missing something, or is this feature not currently implemented? Thank you for your attention, StephAutomatic Zoho Invoice number per customer account?
Is there a way I can generate a new automatic invoice number generated with a code based on the customer name? So if IBM was invoiced, the first invoice may be IBM-1000, second: IBM-1001 etc.Incorrect letter spacing in exported PDF
Hi there, I've created a custom Invoice template, but when it's exported as PDF the letter spacing is incorrect. The characters are too close to each other, or the spacing is too wide. This messes up the whole lay-out. To illustrate what's bothering me,i've included three files: - An image wich shows the letter-spacing problem and the Fonts handling in the Document properties. - A predefined template (N_2011_066.pdf), with correct letter spacing. - A custom template (N_2011_66-custom.pdf), this isAging Summary - Thank you, Thank you, Thank you, ....
Thank you Zoho for a wonderful product and affordable tool to your users. The passing on of your product to us (your customers) becomes part of 'our' service to 'our' customers. You, us and our customers is a triangle. What you cannot escape is faith. Faith is earned through service. I lose customers because faith is lost, either because service is lost or superior elsewhere. So, let's look at the evidence of service on a particular idea with Zoho: nagendra1 2 years ago to mposen "Thanks for theAPI - Estimate Status
Hi! Is there a definition which status in the API is which status in the interface for Zoho Invoice and Estimates? Thanks PatrickService upgrade scheduled for 17th Dec 2011
A service upgrade is planned for Zoho Invoice on Saturday the 17th of December 2011, between 9am and 11am GMT. Zoho Invoice will be inaccessible during the time. We'll be immensely thankful if you can plan your accounting ahead, to avoid any inconvenience. Oh and a little secret is that we may also be moving in some sumptuous features in during this upgrade, do watch this space for updates related to that. Thanks in advance. The Zoho Invoice teamhow to setting exchange rate?
Pls answer me by email: contact@aliceshops.com Thanks & RegardsCreating a link between Estimates and Invoices
I tried to find Support but can not find it any more so I will post this here. Nearly all my business involves creating quotations (estimates), getting an order, and then, creating an invoice from my quotation. It would be really really really nice if, when I created an invoice from the quotation, something was created to link the two. In my ideal world, when I look at the listing of Estimates, instead of seeing "Invoiced", I saw "Inv-1234" One complication is that sometimes there is more than oneCustom Invoice Template - no tax name - no tax value
Hi there! I created a custom template for invoice and everything works fine, except for the placeholders %TaxName% and %TaxValue%. When I test my invoice with some data anything is ok, until I create the pdf file. It's obvious there is a problem with the placeholders. Seems there are getting replace, but with nothing more than an empty string. I dont understand why? I attached a textfile containing the hole template I use. Please could someone help me with this?! Cheers, FrankAdding hours per project based upon multiple people working that is not based on 24 hour format
I would like to assign a project and have it track by total hours that is not limited to the 24 hour/day format. Example: I have 5 people working on day 1 for 6 hours and I would like to be able to assign 30 hours to the project for that day without having to individually put each person into the project and assigning individual hours to each person. Currently If the amount of total hours exceeds 24 it will not let you continue the project hour documentation. The next day the project amount ofIntegrating freemium product customers sold on wordpress site to Zoho
We are trying to integrate our orders collected online via wordpress to zoho to manage our customers -- should our site talk directly to the zoho invoice module then our contacts go from there to the CRM or should the site talk to CRM and we import customers from there into the invoice module? Just confused on how the CRM contacts talks to invoice ap contacts when all of our contacts are originating from our website.Quick Search and PO number are Back !
Dear Customers, We want to thank you for your feedback and comments for the recent user interface changes. As requested, we've brought the 'Quick Search' option back to all modules. Not just that, we've gone one step ahead and now you can search for anything, by selecting the correct module from the drop list in quick search. We understand the difficulties that you had faced while searching for a particular invoice/estimate. We're happy to say that we've introduced the 'Reference Field' /P.O # inPaypal Integration
Hi, i am using supersaas to rent rehearsal rooms. After the booking the customers are forwarded to paypal. I would like to automate the invoicing from paypal but i could not find the setting how to receive automatically the information from paypal. Can you please help? Kind regards, CsabaZoho Invoice and its backwards payments received
In business many occasions we receive checks which cover 2 or 3 invoices. When adding payments to the system we're forced to go to each invoice and mark them paid instead of adding a single payment at once and selecting the invoices being paid. Other then this wasting unnecessary time, it also screws up accounting when looking at reports. We end up looking for payment amounts we supposedly received but they do not exist since it was a one single large payment. It also forces us to send multiple payment received /creating an invoice for several estimates
I am using the estimates form for a work order generator. \itIorks fine for that portion but I now want to create a single invoice for multiple work orders automatically. This occurs if a job goes more than one day for instance. Any help out there?Add flag that indicates when check are presented to the bank
Hi, We received a client payment by check. After we present the check to our bank. At the end of each month we check that we received all our payment on the banking account. We would need a flag on payment to indicates if the correct amount appears on our banking account reports. EDIT: The flag could be placed in payment reports (list of payemen during the period) or could be a status for "payment encashement" or something like that. Thanks,How do I change font size and colour of text in the signature area?
How do I change the font size and colour in the signature area? Regards Grahamexpense vs cost
I deal with computer hardware and software, and i buy from various sources, is there a way to keep track of what i purchase from a vendor and tie it to a invoice Example Customer 1 wants upgraded memory, i purchase memory from amazon.com it is $40.00 can i tie that expense to a invoice but not show the actual cost i would like it to include my selling cost to my customer so that way they don't see that i only paid "X amount of $$ for the purchase instead of there purchase price" Thank youHELP! Rolling Payment Policy
Hi we have a rolling payment policy were customer only pays for items which they have sold. so how do i invoice this to customers??? eg. 1st month we supply customers with 10 boxes - we invoice customer but customer does not pay any money 2nd month the customer only pays for 5 boxes that they sold and the remaining 5 still on the shelf. so we stock up further 5 to the original 10 boxes (sometime even more). how can i intergrade this scenario into Zoho invoice????/ so that we dont have reaccuringZoho Invoices template page setup
When I set up my signature in zoho invoices I am finding the space between the lines in the signature block is double spacing. How do I change that to be no space between the lines?remove double line spacing default
I am setting up all my templates and I would like to remove the double line spacing default setting. Could you advise me how I can do that?EXCHANGE RATE CONFIGURATION
Hello, I have set our companies base currency as mexican peso. We charge services in mexican pesos to some clients and US dollars to other clients. There are two different price lists, one is not a calculation of the other. I have programmed the customers with their assigned currency and this works fine. It shows the USdollar on the us client and the MXN peso on the mexican client. But I see that when I add items to the catalog I cant assign them different currencies. For the program to trulyexpenses and invoice
i work in the computer field, and i purchase items for customers to buy for me or repair... i would like to use the expense portion of zoho but would like to tie it to a customers invoice and then show the price i am selling it to my customer not the price of the actual expense...is there a way this can be doneProblem with Zoho Invoice App for Android
Hello, i use Zoho Invoice App for Android and i have some problem: i can't clone the estimates; if i would modify an estimate, the system gives me an error, because i can't modify it. Thank you in advanceMore than 1500 Invoices
Our company deals in several locations and there is a good chance that soon we will need more than 1500 invoices per month. What are our options?Adding User
I have tried to add a extra user which is part of my subscription But they cannot log in, the email goes to the user asking him to verify, but he keeps getting the same screen which does nothing. How can i add an extra user if the verify does not workItems - Issues
Hi Couple of things How do I add items that do not have any cost or quantities for messages only? How do I add items that use a customization of a date field, ie Recurring invoice where the direct date needs to be specified but its allways the 14th but the month and year will obviously change depening on when they are created. Can i make the appearance of items change, ie making the detail of items change like bold or italics can i put into an invoice/estimate lines thanks mikeInvoices???
I thought I had lucked out here with this Zoho..........Invoices as well?? Spent the last 1/2 hour trying to figure out how to use them before going with another set up where it took me seconds to figure it out and less than 5 minutes to use. You guys should win an award for figuring out how to make things so completely different and difficult from the norm. If you must build your tools so they are so very different than 90% of the competition could you not at least make tutorials availableWhy does my sent invoice emails say "Make payment via PayPal." when I have Paypal and Google Checkout set up
Why does my sent invoice emails say "Make payment via PayPal." when I have Paypal and Google Checkout set up? If a user hilts the Make payment via PayPal. like it does then give him a choice.Whats the best way to record a payment that is for several invoices from the same company
Whats the best way to record a payment that is for several invoices from the same company. It's not intuitive, so I've been adding a payment one at a time ans seeing if they add up. If they don't it creates a mess for me! Thanks VicDisplay Time Format Instead of Decimal on Invoice
I am creating an invoice from projects section and listing each task as a separate line item. The current template is displaying the logged time as a decimal, can this be changed to be displayed as a time format (HH:MM) instead? Thanks!Custom Fields on Zoho CRM import/connection
Hi, It seems like custom fields in Zoho CRM is not imported to Invoicing, is this correct? If so it's a showstopper for us to use Zoho Invoicing... BR FredrikCannot delete customer imported from CRM
I just imported my customers from the CRM. As there are some duplicates I need to delete some customers from Zoho Invoice, however this is the message I get.The selected customers cannot be deleted because they were imported from Zoho CRM. I have not added any kind of transactions to the customer. I need to be able to delete these customers. Please help!!!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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