Showings API to create payment link with external bank
My bank offers a API to virtual terminal services. I'm able to create a payment link were clients can enter their card details. My problem is how do you setup Zoho Invoice to send API requests and then update the notes flied on the invoice to show the
Thermal printer support
Are there any format that can be used on thermal printer, as I can see format that are A4 in size and can be printer on thermal printer
OAuth refresh token quit working
I went through the process of getting an access token and a refresh token. It was working for several days, but now I'm getting the following returned to me: {"error":"invalid_code"} When I try to make this call: https://accounts.zoho.com/oauth/v2/token?refresh_token=REDACTED&client_id=REDACTED&client_secret=REDACTED&redirect_uri=REDACTED&grant_type=refresh_token I've redacted any sensitive information in the URL above. I could probably just generate new tokens, but trying to automate clicking
Authtoken Deprecation for Zoho Invoice APIs
UPDATE (2 July 2021): We've extended the deadline to 30 August 2021 for converting Authtokens to OAuth. UPDATE (30 March 2021): Check out the set of FAQs we've added, that addresses some of the common doubts you might have when migrating from Authtokens
Italian "Fattura Elettronica" (Invoice System) and Bank connection
Dear Zoho, starting from the 1st of January invoice sent by email won't have any legal value in Italy as the government is implementing the Italian "Fattura Elettronica" for B2B, B2C and PA. I'm really looking forward to integrating Zoho One in our company but I've found this to be a huge drawback. I'm wondering if there could be any solution or workaround (from the integration to a 3rd party SW/App/API to the ability to export xml files for invoice, etc...) that could streamline the process. Also,
Zoho Invoice's 2020: A Quick Recap
Looking for more updates? You can find the complete list of updates that we rolled out this year in our What's New timeline. Check them out and share your suggestions and feedback with us in the comments below. Or, you can always write to our stellar
Xero to Zoho API
I recently integrated a Xero account with over 15,000 invoices from Trade Gecko. Eventually we will move them to Zoho Inventory. The client needed rich reporting based on approx 300 products. The challenge was Xero had 100,000 products, as Trade Gecko allowed them to change their product names, SKU's were not unique (historical issue) etc. As you can image it was a migration challenge. We couldn't use an off the shelf API, as they would have created many duplication issues from Clients to
Custom Function to update customer record when creating an invoice
Hi, I'm new to Zoho Invoices. I have created a custom field in the Customers table called 'Royalty'. Each time an invoice is created for that customer I want the total invoice value to be added to the Royalty field. The Royalty field will be a running
How to import all unbilled time tracks into invoice ?
as in title - how to do that ? Is it possiblet to set recurrent invoice which will be always import unbilled time tracker logs for client ?
Invoice Item without currency symbol
Hi, Probably a basic issue, but couldn't find the solution for the past 3h on the forum. On creating an invoice the item rate and amount has a value but without currency symbol (Euro in my case). Also the subtotal stays without currency symbol. Total
notes in timesheet
I need to generate a timesheet/report that includes the notes I add to each log, but I see no way of doin this. Is the only way of accessing to edit each entry and/or hover over the little note icon? No way to list/export them?
Custom Calculation field
Good day, Hoping someone can guide a newbie. I am using Zoho Invoice and estimate and would like to create the following custom fields and formula to show in the estimate and invoice Custome Fields; Rate US Price Final Price Rate * US Price = Final
Customizing Invoice Items and Calculated fields
I've just started evaluating Invoice and have a couple of needs. 1. Items - Most of our Items are in one of three categories; Hardware, Software, Services. I would like to add a pick list field called Type and enter one of these values. I would then like to list the Hardware in its own section with a total, the Software in its own section with its total. 2. Calculated Field - We would like to create a "Deposit Required" field that is 20% of the Hardware subtotal. Is any of this possible? Thanks in
Flat Project Fee vs. Hourly Rate
Hello! I am new to Zoho Invoice and am still learning my way around, but I have looked everywhere and cannot figure out how to invoice for flat project/item fees rather than an hourly rate. I complete work on both an hourly and project basis. Can someone please let me know how to do this? Thank you! Laura
How to Delete Organization?
Any ideas?
DiscountTotal Estimate & DiscountTotal Invoice
hello is there any way how to sum all discount in estimate / invoice to show under EstimateTotal value showing DiscountTotal? I found in forums variable called DiscountAmount, but it is for just an item, not for all summary.
Have customer notes show up when creating invoice
Hi, I would like to request a feature. When creating a new invoice and selecting the customer, if would be very helpful if the customer notes would show up somewhere on the screen. This way, things like 'Please use this hourly rate for this customer' or 'Please send invoice to both contacts' etc. could be added. Currently, the customer notes are not very useful as you can only see them when viewing the customer page directly. Subsequently there is no way to add specific instructions for each customer
How to enable "Submit to approve" for all (regular) users?
Hi! We recently introduced Zoho Invoice on a slightly bigger scale in our team and added the regular approval layer. In our daily work we were hitting a wall with this since apparently not every "regular" user can submit invoices but only in cases if
Can't edit PayPal payments?
It looks like the edit payment option is present but it is not there for payments that go through PayPal. I want to mark how much of the transaction went to PayPal fees. ...or is this done automatically? I need to edit a payment in Zoho Invoice and can't see how this is done now. I checked the help and there is this page: http://www.zoho.com/invoice/help/invoices/online-invoice-payment.html The screenshots they show are outdated. Thanks. J
Timesheets. A way to manage blocks of time more efficiently
Hi, I sell blocks of my time and when it's used up invoice out another block of time. Right now I just run a timesheet report from when they last paid to see how much time is left but this is a bit long winded. Is there a way for me to set a limit of
Need to send a formal receipt of payment
Hello, our latest client has requested a formal receipt for a payment they made on one of our invoices. I was surprised to realize that Zoho Invoice does not have this feature and there was not much discussion about this on the forums. So what do people use to send payment receipts? A receipt would include all of the information from the invoice as well as the date of the payment receipt and some language stating that fact. There should be an option to "Send receipt to Client" when a payment is
How to add customer statement in Zoho Invoice?
How do I add a customer statement to my invoices when sending to customers? I think it is only a check box somewhere, but I can't find it now.
HOW TO SETUP SPF, DKIM in WIX domain
Do you have instruction for WIX domain, how to set up those ?
Zoho Invoice and custom layout
Hi ! I'm using Zoho Books and custom layouts for my estimates and invoices. Are custom layouts also available (upon request) in Zoho Invoice ? Regards
Custom Fields in Timesheet
I'd like to add a few more custom fields within my timesheet when logging my time. Is this possible?
Already initiated payment(s) for this invoice?
A client tried to pay an invoice online with Stripe integration and said when she clicked the button "nothing happened". Since then, when we click the "Pay Now" button we see: "Looks like you've already initiated payment(s) for this invoice. Initiating
Link to an Invoice for specific organization
Hello! We have a web service where we are using links to Invoices and Customers. And after we started to use few organizations our links started not working. It because if I follow by the invoice link in other organization it returns the error Resource
EXPENSE REPORTS - PLEASE HELP
I really really need to have the expense full report (on the expense section) reporting if the expense has been billed or not, the full report has everything but this. Yes there are reports in the report section which do this, but they are very limited
Authenticate domain with TXT records not working after months
Hi, In Zoho Invoice >> Settings >> Organization Profile, I have a notice that I need to authenticate my domain with Zoho to prevent my invoices from going to spam folders. I followed the directions in the Authenticate Now button, by adding both the SPF
Invoice web links with few organizations
Hello! We have a private web service where we have placed web links to invoices from Zoho. And this work perfect while we started to use few Organization in Zoho. Now if the user follow by a link and in Zoho Invoices was selected other organization we
Recurring - Report monthly forecast of upcoming invoices
A look into the future. For long term contracts (f.e. Domain Names) it would be fine to have a Report (or Overview like on the home page for invoice age) of upcoming invoices / revenues per month.
Items Custom fields - add options
Hi, I have added an custom field to Items, in the form of a dropdown box. I wanted to update the text of one option and add another one after already creating an invoice which makes use of this optional field. Now, when I want to create a new invoice, Zoho is throwing me an error "Illegal value specified for a Dropdown field" Can you help me identify the underlying problem and provide me with a solution? Thanks Kevin
Task Templates
Hi, Each project I do is based on, primarily, one of two tasks, each with their own hourly rate. If you could set a project template so that each time you create a new project it was auto populated with each of these tasks, an optional description and
Custom Columns on Timesheets page
Hi The ability to customise which columns are shown on the timesheet homepage with the projects overview. For example, I book in each project under a project number, which I have set as a custom field within the Project, and it would be handy to be able
spf
we have allready add this but doesn't work , what is wrong, please see attached file
dealing with post dated cheques
Hi, can you help me please the best way to deal with this We sell an item of three months duration that is paid for with post dated cheques in monthly stages example - item is sold £3000 Cheque 1 is for £1000 due at time of sale (say Sept) cheque 2 is dated 25th of next month (Oct) cheque 3 is dated 25th of next month +1 (Nov) Now, with invoice number one it's simple - i send a standard invoice as usual But with the other two here's what i want zoho to do next month i want it to send an invoice on
Email invoices with reservation at hotel
Hello. Do anyone got this problem too? Every time i send an invoice email to a client it make a reservation at some hotel and it happens to a specific client. I don't want that. I checked email invoice template but everthing is OK.
What's New this October 2020 in Zoho Invoice?
Hello, everyone! In this past month, we've added an array of features and enhancements to Zoho Invoice. Here's a roundup of everything that's new. Sign estimates using its public link Your customers can now digitally sign and accept estimates right from the estimate link that's shared with them. This is convenient for one-time customers who don't have the Client Portal enabled. All they need to do is access the link, enter their email address (the one that is associated with their contact in Zoho
Billing Method: By day (so that I can assign price per day as the billing unit)
HI, My billing method is by complete days - that is Pay per Working day (not hours) How can I get this option in the billing method when I set the project? Please help. Thank you Yonathan yoni1961@eupfp.org
Attaching External Images to Invoice Templates
I have built a template that uses external images (stored on http servers) to display really good looking invoices. In the browser the images show up fine in the template. (<img src="http://xxxxx.com/images/invoice.jpg">) but when it prints to PDF, the only image that shows is the LOGO image that was set in the settings. Is there a way to get your PDF builder for ZOHO INVOICE (AND ZOHO CRM) to include external images in the Invoice?
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