Customers with last invoice date 60 days prior

Customers with last invoice date 60 days prior

I am trying to develop a report or workflow rule or something that will give me all clients whose last invoice date is 60 days prior to the report run date.  How would I go about doing that?

    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.







                              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 CRM Plus in 2023: Let's rewind

                                                                Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, taking
                                                              • The CX Workshops are back in 2023!

                                                                Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've
                                                              • Refer Zoho CRM Plus to your friends and earn rewards!

                                                                Hey everyone,   We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhance
                                                              • Social in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts

                                                                Hey everyone,   We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates.  Publishing on
                                                              • Unified telephony in Zoho CRM Plus

                                                                In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate


                                                              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

                                                                                                                • Column letter from number

                                                                                                                  Hello, I am trying to select a cell and i have the column number. How do i do this or is there a way of getting the letter from the number? Thank you
                                                                                                                • API credit COQL COUNT

                                                                                                                  The docs describe API credits in COQL from the LIMIT perspective: https://www.zoho.com/crm/developer/docs/api/v8/COQL-Overview.html When using aggregate functions such as `COUNT` or `SUM`, is that billed as 1 API credit?
                                                                                                                • Trigger a Workflow Function if an Attachment (Related List) has been added

                                                                                                                  Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger
                                                                                                                • Standard Description Field - Can I change label or add dd tooltip

                                                                                                                  Is there a way fo you guys to allow the customer to change the label name for the description field in the customer portal when submitting tickets. Or at least allow us to add a tooltip to clarify what description we need from them. I know I can create my own separate multi line description field but if I do that, it doesn't have the nice toolbar with Bold, Italic, Underline, color, font, indent, etc. Can you please allow us to add a tooltip to the zoho standard description field?
                                                                                                                • Weekly Tips : Save Time with Saved Search

                                                                                                                  Let's assume your work requires you to regularly check emails from important clients that have attachments and were sent within a specific time period. Instead of entering the same conditions every time—like sender, date range, and attachments included—you
                                                                                                                • Remove 'This is an automated mail from Zoho Sign' in footer

                                                                                                                  Hi there, Is it possible to remove or change the text under the e-mail templates? I can't figure out how to do that: Would love to hear from you. Kind regards, Tristan
                                                                                                                • How can I link Products in a Deal Subform to the Products Module

                                                                                                                  Hello, I have a pricing subform on our Deals page and use a lookup field to associate a product with each line. I want to be able to look at a product page within the Products module and see a list of the deals connected to that product. I have this working
                                                                                                                • Organize and manage PDFs with Zoho PDF Editor's dashboard

                                                                                                                  Hello users, Zoho PDF Editor's dashboard is a one-stop place to upload, sort, share PDF files, and more. This article will explore the various capabilities that Zoho PDF Editor's dashboard offers. A few highlights of Zoho PDF Editor's dashboard: Upload
                                                                                                                • Updating records through Zoho Sheets View doesn't update timeline or trigger workflow rules

                                                                                                                  I have noticed that when i update a series of record with the zoho sheets view (see here http://d.pr/i/ahnR) it doesn't update timeline history or trigger workflow rules. I am using it in the Deals module. Looking forward for some more info. Denis
                                                                                                                • Passing Info from Function to Client Script

                                                                                                                  Hello, I have recently started making use of client script for buttons, allowing me to give the user information or warnings before they proceed. This is great. However, I have never quite managed to pass back any extra information from the function to
                                                                                                                • Automatically Update Form Attachment Service with Newly added Fields

                                                                                                                  Hi, When I have a Form Setup and connected to a 3rd Party Service such as OneDrive for Form Attachments, when I later add a new Upload Field I have to remove and redo the entire 3rd Party Setup from scratch. This needs to be improved, such as when new
                                                                                                                • Cannot get code to work with v2.mergeAndStore!

                                                                                                                  Please can someone help me pass subform items into a repeating mail merge table row using v2.mergeAndStore? I have a mail merge template created in Writer and stored in Workdrive. This template is referenced by a custom CRM function which merges all of
                                                                                                                • Drag 'n' Drop Fields to a Sub-Form and "Move Field To" Option

                                                                                                                  Hi, I would like to be able to move fields from the Main Page to a Sub-Form or from a Sub-Form to either the Main Page or another Sub-Form. Today if you change the design you have to delete and recreate every field, not just move them. Would be nice to
                                                                                                                • Zoho Payroll for Canada

                                                                                                                  Is anyone else having problems getting setup for Canada?
                                                                                                                • Passing the CRM

                                                                                                                  Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
                                                                                                                • Super Admin Logging in as another User

                                                                                                                  How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
                                                                                                                • One Contact with Multiple Accounts with Portal enabled

                                                                                                                  I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and
                                                                                                                • Reopen ticket on specific date/time

                                                                                                                  Is there a way that we can close a ticket and setup a reopen of that ticket on a specific date and time? (without using the "on hold" ticket option)
                                                                                                                • User Automation: User based workflow rules & webhooks

                                                                                                                  User management is an undeniable part of project management and requires adequate monitoring. As teams grow and projects multiply, manual coordination for updating users & permissions becomes difficult and can give way to errors. User automation in Zoho
                                                                                                                • Disable Zoho Contacts

                                                                                                                  We don't want to use this app... How can we disable it?
                                                                                                                • Default Ticket View - Table?

                                                                                                                  Guys, We mostly use the table view to queue tickets. Maybe I am missing it - but how can I set that view as 'default" for all our agents? Thanks JV
                                                                                                                • Zoho One IS BUGGY

                                                                                                                  Here are some things that just don't work: - Disabling applications from certain Spaces - Adding users (probably only for me) - Renaming applications in Zoho One Portal (fixed by now) - Reordering applications in Spaces When I try to reorder: It feels
                                                                                                                • Paid Support Plans with Automated Billing

                                                                                                                  We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The
                                                                                                                • Merge Fields that previously worked are now giving an Error!

                                                                                                                  Saving a URL Link button on the Deal module. The below fields used to save without issue at all, but now produce an error of "URL contains unsupported merge field!" ${Contacts.Mailing Street} ${Contacts.Mailing City} ${Contacts.Mailing State} ${Contacts.Mailing
                                                                                                                • Move email between inboxes?

                                                                                                                  Is it possible to move emails from one team inbox to another? We would like to be able to have a single "catch-all" inbox for incoming requests, and then move the email to the appropriate department inbox. I was hoping we would be able to accomplish this
                                                                                                                • Clarification on Zoho Forms 1-User Plan: Multiple Submitters and Approvers

                                                                                                                  Question Content (Copy–Paste Ready) Hello Zoho Team, I would like clarification regarding Zoho Forms pricing and user limits. I am planning to subscribe to the ₹700/month (1 user) plan. My use case is as follows: Only 1 person (myself) will create and
                                                                                                                • CRM Cadences recognise auto-responses

                                                                                                                  I have leads in a Cadence. I get an auto-responder reply "I'm out of the office..." Normally Cadences seems to know that isn't a real reply and keeps the lead enrolled in the cadence. However, today, Cadences has UNENROLLED a Lead who sent an auto-reponse
                                                                                                                • App for Mac OS X please!

                                                                                                                  It would be awesome to have a mail app for Mac OS X that included all the cool features such as steams, calendar, tasks, contacts, etc. Most people prefer native apps, rather than running it through a web browser. I know that we can use the IMAP, CalDAV,
                                                                                                                • Ability to Edit Ticket Subject when Splitting a Ticket

                                                                                                                  Often someone will make an additional or new request within an existing ticket that requires we split the ticket. The annoying part is that the new ticket maintains the subject of the original ticket after the split so when the new ticket email notification
                                                                                                                • Facing Issues with Sites Mobile font sizes

                                                                                                                  my page renediaz.com is facing issues mobile view, when i try to lower font sizes in home page, instead of changing the size, it changes the line space
                                                                                                                • Zoho Books Payroll

                                                                                                                  How am I supposed to do payroll and pay my employees with Zoho Books? I think it's pretty strange that an accounting software doesn't have the ability to perform one of the most common functions in business; paying your employees. Am I missing something,
                                                                                                                • Different Task Layouts for Subtasks

                                                                                                                  I was wondering how it would be possible for a subtask to have a different task layout to the parent task.
                                                                                                                • 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
                                                                                                                • Notifications in Cliq client for Linux

                                                                                                                  If I got it right, Cliq desktop client for Linux does not use the generally accepted notification method via org.freedesktop.Notification interface. For this reason, Cliq notifications do not look and behave as all other notifications. Is it possible
                                                                                                                • Canvas templates can now be shared with different CRM organizations

                                                                                                                  ----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help
                                                                                                                • Unable to produce monthly P&L reports for previous years

                                                                                                                  My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot create
                                                                                                                • 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
                                                                                                                • Reply to Email for SO/PO

                                                                                                                  Hello, We are new to Zoho Books and running into an issue. Our support@ email is our integration user. When our team is sending out PO/SO's we are updating the sender email, but for some reason many of our responses are coming back to our support@ email
                                                                                                                • ZOHO Payroll Canada

                                                                                                                  Any plans on the roadmap for Canada?
                                                                                                                • What's New in Zoho Billing | January 2026

                                                                                                                  Excited about the latest enhancements in Zoho Billing? Our January updates bring an intelligent AI assistant, smarter subscription management, and improved tax compliance, saving you time and reducing manual work. Dive into the details below to see how
                                                                                                                • Next Page