Add Comments to Invoice line items

Add Comments to Invoice line items

When I manually generate a line item on an invoice, a box appears that says 'Add Comments', but those comments don't appear on the actual invoice as far as I can tell. Would be very helpful to have that function, any ideas?

    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • Sticky Posts

                                                            • 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 than
                                                            • Bulk Printing now available in Zoho Invoice

                                                              Hello, We are happy to announce the much requested and much awaited feature in Zoho Invoice - Bulk Printing of Estimates and Invoices. All you need to do is, select the invoices you wish to print and then click the 'Print' button. All the invoices will be downloaded as a single PDF file which can be printed as you wish. You can print upto 25 invoices at a single go. Go ahead and give it a shot and let us know how it worked for you. Regards, Reshma   
                                                            • Introducing the iPhone App for Zoho Invoice

                                                              Now you can invoice on the go from your iPhone through the Zoho Invoice iPhone app. Our iPhone app is available at the apps store for download. The app is special in more ways than one: An impeccable UI takes your invoicing experience to a whole new level That's a first native app we've come up with It's available for FREE!!!!! Yeah, absolutely Free. No brainer there, we just wanted to make our users to enjoy the app no strings attachedHere some snapshots of the app: For the real experience, head


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                              • Recent Topics

                                                                                                              • Pricing Strategies: #4 Counting on Discounts

                                                                                                                "Is there any chance I can get a little discount on this month's service?" Maya hears this almost every time at her fitness studio. She offers monthly subscription plans for various services, including yoga, strength training, wellness sessions, and personal
                                                                                                              • Do Unpublished Products in Shopify Sync to Zoho POS?

                                                                                                                Will an unpublished product in Shopify sync to Zoho POS? I would like to know how Zoho POS handles products that are in draft/unpublished status in Shopify.
                                                                                                              • Hide Contact Number for Field Users & Agents

                                                                                                                Is it possible to hide the contact number in both the Service Appointment and Work Order modules for field users and agents? The agents are using the Zoho FSM mobile app, and we want to restrict them from viewing the contact number.
                                                                                                              • Introducing Query Workbench in Zoho CRM

                                                                                                                Hello everyone! We’re excited to announce the Query Workbench, a brand-new interface designed to improve developer experience of building Queries in Zoho CRM faster, simpler, and more intuitive. In the past, constructing queries required navigating across
                                                                                                              • ABN with Legal Entity Name

                                                                                                                Hi, How can I execute this? The ABN number is entered in Accounts Module and ideally, it should display or suggest the correct Legal Entity Name based on the ABN lookup. ex. Account Name: JPG Resources ABN Number: 65 067 761 871 Legal Entity Name: (auto
                                                                                                              • How to update Multi File upload field

                                                                                                                Assume that i have a multi file upload field,how can i update the same field again?
                                                                                                              • Whatsapp Connection Status still "Pending" after migration

                                                                                                                Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?
                                                                                                              • Limitation with Dynamic Email Attachment Capture

                                                                                                                I've discovered a flaw in how Zoho Creator handles email attachments when using the Email-to-Form feature, and I'm hoping the Zoho team can address this in a future update. The Issue According to the official documentation, capturing email attachments
                                                                                                              • Add Customer in Books on Creator Form Submit Params

                                                                                                                Hi guys, Were integrating a creator app with books however what were doing is adding a books customer on submit of creator form.  We have some parameters but some fields aren't coping, All were seeing is the contact name in books,.  Any help of the params for this would be great. below is a sample of the script... response = zoho.books.createRecord("contacts", "XXXXXXXXX", { "contact_name" : input.Name, "address" : input.Email }); 
                                                                                                              • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

                                                                                                                Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?
                                                                                                              • Suggestion : link KB with Accounts

                                                                                                                Hi Zoho teams.  I think it could be good to link KB articles with  : accounts in order to easily  find articles dedicated to some account specificities. I tried to use tags , but tags are free text with not easy way  to retrieve it directly from ticket or list article for one tag. Tickets : It would be a good way to measure usage of KB directly from ticket when we don't need to copy/paste KB in solution. And : Great Tool , keep going ! 
                                                                                                              • Drag and Drop in Creator Application

                                                                                                                Hi, I am in the planning phase of a new application and I would like to use 'Drag and Drop' in the user interface of my new Creator application that I am sketching out, but I don't seem to be able to find any reference that this is available to developers. In my instance I have table of entries and I would like to be able to allow users to move an entry to another table (much like you do in your own interface when creating a Pivot Table report. In addition, I would like the user to be able to re-order
                                                                                                              • Is there any way to integrate Zoho with Zapier?

                                                                                                                Is there any way to integrate Zoho with Zapier? I'd like to use it to create a workflow, sharing posts from our Wordpress website to all our channels.
                                                                                                              • Can we add custom fields to portal community profiles?

                                                                                                                How do we add custom fields to our profile pages in our portal community? If we have the ability to add custom fields, will we be able to access those fields via API? We want to use our Desk community in our help portal as our primary community and would
                                                                                                              • Popular Articles Report

                                                                                                                From data to decisions: A deep dive into ticketing system reports Content management teams can use various metrics to assess the effectiveness of knowledge base articles, improve content quality, and ensure articles are regularly updated. Predefined article
                                                                                                              • Invoice Ref. Field

                                                                                                                Hello Team, Currently, the Invoice Ref. field is set to a Number type with a maximum limit of 9 digits. However, we often receive customer invoices that contain up to 12 digits. In some cases, the invoice reference includes not only numbers but also letters
                                                                                                              • 60 Days Into Zoho - Tiktok Branding Startup -7 Questions?!

                                                                                                                Wsp Everybody I co-own a TikTok Branding / Consulting Startup & have been using Zoho for the past 60 days - Am now looking to make our overall operations & processes more Efficient & Effective! Curious to know how others are using the platform & what's
                                                                                                              • Add Lookup Field in Tasks Module

                                                                                                                Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (
                                                                                                              • Turning off the new UI

                                                                                                                Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?
                                                                                                              • XML format to import knowledgebase into Zoho Desk

                                                                                                                Hi, We just started to use Zoho Desk and want to import our knowledgebase from our old support system (Freshdesk) to Zoho Desk. Can anyone give us information about the format of xml file to import? There is no explanation on the related page.
                                                                                                              • Pushing Zoho People leave into Microsoft calendar: how to chose how "event" is shown (busy, free etc)

                                                                                                                Hi, how can I select how a "leave" event is pushed into Microsoft calendar? I want for leave "working elsewhere" to show as working elsewhere and NOT as busy.
                                                                                                              • Duplicate Accounts

                                                                                                                Hi There, I am looking for a solution, script, workflow or anything to solve an issue we have - in our customers section we have a rule that doesn't allow duplicates, however Zoho will allow customers with xxxxx and xxxxx PLC or LTD so effectivley we
                                                                                                              • Error with If formula

                                                                                                                I've got this super simple If formula, what is the reason for the error? If ( LEN(${Leads.Trial Slot Option}) == 3,'y','n') Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make sure your fields are
                                                                                                              • Announcing Multi-language Support in Zoho FSM

                                                                                                                Zoho FSM now speaks your language. The much-awaited multi-language support is now available in Zoho FSM. The following languages are supported in Zoho FSM: Dutch (Nederlands) English - United Kingdom English - United States French (français) French -
                                                                                                              • Creating multiple CRM leads from a Zoho Forms subform

                                                                                                                Hi all, We have a heavily used intake form that is used for new leads as a part of our intake. There is a subform that allows the lead to add additional team members, their titles and other basic info. That form submission creates a new Lead and the subform
                                                                                                              • Free webinar! Build smarter apps with Zoho Sign and Zoho Creator

                                                                                                                Hello, Bring the power of digital signatures to the apps you build in Zoho Creator! Connect Zoho Sign as a microservice and enable seamless e-signature workflows in your applications. This integration allows you to automate signing tasks using Deluge.
                                                                                                              • Restrict Addresses in Zoho Forms?

                                                                                                                In the address field, is there a way to restrict the addresses that auto populate (via Zoho Maps or Google Maps) to a specific state (I know it's possible with the country). Additionally, how often does the address in Zoho Maps get updated? Certain addresses
                                                                                                              • Appraisals on Employee Information Profile

                                                                                                                Is it possible to show completed appraisals on each employee's "Employee Information" page? I would presume at the bottom - similar to the "Related Lists" concept in Zoho CRM. Obviously view access would be limited to employee and appropriate other roles
                                                                                                              • Zoho Tracking Image location

                                                                                                                So we've been having an issue with tracking email opens. Specifically in Gmail. Our emails are not that long either, maybe 4 sections of image/250 characters of text/button per section.  But all my test accounts I used via Gmail we're showing opens. But then come to find out the tracking image is at the very bottom of the email. So If the message is clipped (It always just clips our social icons on the bottom) and the user doesn't click the show more button it never tracks the open.  Looking at other
                                                                                                              • Weekly Tips: Secure your attachment downloads with Zoho Mail

                                                                                                                Safety is one of our main concerns, whether it’s about device security or online protection. We use tools like fingerprint scanners, facial recognition, and two-factor authentication to keep our devices and email accounts secure. We use methods like OTP
                                                                                                              • Resume Harvester: New Enhancements for Faster Sourcing

                                                                                                                We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built
                                                                                                              • Can Zoho Flows repeat Actions more than once?

                                                                                                                I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actions
                                                                                                              • Looking for best practices to import data from SAP Business One (on-prem) into Zoho Analytics via Zoho DataPrep / Databridge — daily automated schedule

                                                                                                                Hi all, I’m using SAP Business One on-prem (SQL Server / or HANA — depending on DB backend) as our ERP. I want to build a pipeline that, every morning at 9:00 AM IST: pulls transactional data (invoices, customers, products, stock, etc.) from SAP B1, loads
                                                                                                              • Zoho One Unified Portal - Applications

                                                                                                                Hello, It is great to see the work on the New Unified Customer Portal. Thanks for that. The number of applications is limited though. It is now only around the Zoho Books ecosystem (Books, Expense...) and Zoho Social. = Are other applications planned
                                                                                                              • Marketing Tip #10: Start a customer loyalty program

                                                                                                                Winning a new customer is great, but keeping them coming back is even better. A loyalty program rewards repeat buyers with points, giving them more reasons to shop again. Over time, this builds trust and long-term relationships. Try this today: Set up
                                                                                                              • Zia Actions: AI-powered Workflow Automation for Faster and Smarter Execution

                                                                                                                Hello everyone, Workflows got a notch better with AI-based actions. Actions such as field extraction, prediction, auto reply, and content generation facilitate quick execution with improved speed and accuracy. Zia can intercept useful details in newly
                                                                                                              • Unable to access my Zoho forms account

                                                                                                                For some days now, I haven't had access to my Zoho Forms account. I keep getting an error that says, "You are an inactive user in your organization" via the mobile app and "You don't have permission to access this organization" via the web. I was removed
                                                                                                              • Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed?

                                                                                                                Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed? If not, can anyone share a work-around that could help me get an RSS feed for individual category forums?
                                                                                                              • Change Last Name to not required in Leads

                                                                                                                I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
                                                                                                              • Resend Client Portal Invitation + View Email Delivery Status

                                                                                                                Hi Zoho Team, We hope you are doing well. We would like to request two important enhancements related to the Zoho Creator Client Portal invitation process. At the moment, when we add a user to the Client Portal, Zoho Creator automatically sends an invitation
                                                                                                              • Next Page