Export Invoices

Export Invoices


Is there a way to just export invoice details which doesn't include every single item of the invoice?
Ideally just date, customer name, invoice number, amount, VAT and total.  Just the basics really.






    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 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

                                                                                                                • Zoho Books API invoice email bouncing with 'relaying-issues' error

                                                                                                                  I have waited over 30 days for zoho books uk to assist with the following and i have had no replies or tickets erronously closed. The service has been terrible - very unlike zoho! So i am raising this here hoping that a community member can assist: Hello,
                                                                                                                • Stop the Workarounds: We Need Native Multi-Step Forms

                                                                                                                  After over 17 years of community requests, I'm hoping the Zoho team can finally address the lack of native multi-page form support in Zoho Creator. This has been one of the longest-standing feature requests in the community, with threads spanning nearly
                                                                                                                • Product Updates in Zoho Workplace applications | January 2026

                                                                                                                  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of January. Zoho Mail Zoho People Notifications preview in Zoho Mail Notification emails from Zoho People
                                                                                                                • How do i setup default values for few fields

                                                                                                                  We have few fields in CRM like rate of return, type etc - they can be picklist and standard inut fields. picklist we have choice to set default value. but how do we default some value in input type of fields?
                                                                                                                • We know the company but not the contact

                                                                                                                  We are fairly new to Zoho, part of our marketing stack is we use products like lead feeder to identify which companies are visiting our site. We are able to match this data to salesiq but cannot find a way to add a company name to the salesiq visitor
                                                                                                                • Sort Legend & stacked bar chart by value

                                                                                                                  I'd love to see an option added to sort the legend of graphs by the value that is being represented. This way the items with the largest value in the graph are displayed top down in the legend. For example, let's say I have a large sales team and I create
                                                                                                                • Customize Calendar view in Teamspaces Settings

                                                                                                                  Right now every customization that happens inside of the calendar view inside of CRM is only visible for the specific user. We want to be able to set up calendar views as an admin for specific roles. I would suggest to do that inside of the settings of
                                                                                                                • How to filter subform report based upon main form report in dashboard

                                                                                                                  Hi Team, I am creating a dashboard in Zoho Analytics. I want to have a main form report and below I want to show subform report of main form. If I filter the main form with date then I want to show subform records based upon main form. how can I achieve
                                                                                                                • using the Client script I want to Hide Show the Fields

                                                                                                                  if Related to service means some of the field like service no want to shoe and hide Amc no , purchase no how i achive this let issu = ZDK.Page.getField('Issue_Related_To').getValue(); if (issu == 'Service') { var field_obj = ZDK.Page.getField('Warranty_Cases');
                                                                                                                • From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View

                                                                                                                  Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with
                                                                                                                • Ask the Expert – Zoho One Admin Track : une session dédiée aux administrateurs Zoho One

                                                                                                                  Vous administrez Zoho One et vous vous posez des questions sur la configuration, la gestion des utilisateurs, la sécurité ou encore l’optimisation de votre back-office ? Bonne nouvelle : une session Ask the Expert – Zoho One Admin Track arrive bientôt,
                                                                                                                • Kanban view on Zoho CRM mobile app!

                                                                                                                  What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given
                                                                                                                • How can Data Enrichment be automatically triggered when a new Lead is created in Zoho CRM?

                                                                                                                  Hi, I have a pipeline where a Lead is created automatically through the Zoho API and I've been trying to look for a way to automatically apply Data Enrichment on this created lead. 1) I did not find any way to do this through the Zoho API; it seems like
                                                                                                                • Write-Off multiple invoices and tax calculation

                                                                                                                  Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,
                                                                                                                • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

                                                                                                                  Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the
                                                                                                                • vendors / customers with 2 different address and gst no

                                                                                                                  Why can't we have option for more than one address and depending on the state option for more than 1 GST no. ? We have customers / vendors PAN india with different addresses and GST no. for different states.
                                                                                                                • Recurring Automated Reminders

                                                                                                                  Hi, The reminders feature in Zoho Books is a really helpful feature to automate reminders for invoices. However, currently we can set reminders based on number of days before/after the invoice date. It would be really helpful if a recurring reminder feature
                                                                                                                • Fail to send Email by deluge

                                                                                                                  Hi, today I gonna update some email include details in deluge, while this msg pops up and restrict me to save but my rules has run for one year. can you tell me how to use one of our admin account or super admin account to send the email? I tried to update
                                                                                                                • Transitions do not update fields until the record moves to next stage

                                                                                                                  We have a blueprint where a couple of stages have multiple transitions. If only some of the transitions are completed, but not all, Zoho does not update any of the fields impacted by the completed transitions. Is there any way Zoho can udate the fields
                                                                                                                • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

                                                                                                                  Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
                                                                                                                • Zoho CRM - Kiosk Studio : Use action responses across your kiosks with sequential actions

                                                                                                                  Hello Everyone, Imagine building a kiosk that gives you full control over how actions are executed in later screens in that same kiosk. What if you could use data from a previous action later in that kiosk—with no interruptions or data gaps? This is exactly
                                                                                                                • Ability to CC on a mass email

                                                                                                                  Ability to CC someone on a mass email.
                                                                                                                • Get Cliq Meetings in my O365 calendar

                                                                                                                  Hi, we are currently evaluating to replace the Teams Messaging and Meetings with Cliq. We currently still have all our email and calendars in O365. What i want to achieve is, to create a (ZOHO) meeting from Cliq and have this meeting added to my Outlook/O365
                                                                                                                • Custom Button to convert a Deal to a Custom Module?

                                                                                                                  Hello Community I am in process of building out a custom CRM for my team and part of this is looking at building out a Custom Button or function of some sort where when a Deal is marked Closed Won the system will allow for a "Convert to Job" option to
                                                                                                                • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

                                                                                                                  Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient
                                                                                                                • Emails Failing with “Relaying Issues – Mail Sending Blocked” in ZeptoMail

                                                                                                                  Hello ZeptoMail Support Team, We are facing an email delivery issue in our ZeptoMail account where emails are failing with the status “Process failed” and the reason “Relaying issues – Mail sending blocked.” Issue Details Agent Name: mail_agent_iwwa From
                                                                                                                • Changes to the send mail Deluge task in Zoho CRM

                                                                                                                  Hello everyone, At Zoho, we continuously enhance our security measures to ensure a safer experience for all users. As part of our ongoing security enhancements, we're making an important update on using the send mail Deluge task in Zoho CRM. What's changing?
                                                                                                                • Change eMail Template for Event-Invitations

                                                                                                                  Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you
                                                                                                                • Workdrive Oauth2 Token Isn't Refreshing

                                                                                                                  I have set up oauth for a bunch of zoho apis and have never had a problem with oauth. With workdrive i am using the exact same template i usually use for the other zoho apps and it is not working. All requests will work for the first hour then stops so
                                                                                                                • How can I import OLM to Yandex Mail easily?

                                                                                                                  For migrating Mac Outlook OLM data to Yandex Mail efficiently, the Aryson OLM Converter is a reliable professional tool that ensures complete data integrity throughout the process. Unlike manual methods, which can risk inconsistent formatting or missing
                                                                                                                • Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

                                                                                                                  Release update: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. Hello everyone, We are pleased to share with you that Zoho CRM's Layout Editor now includes two new field formats—
                                                                                                                • Is it possible to setup bin locations WITHOUT mandating batch tracking?

                                                                                                                  Hi fellow zoho users, I'm wondering if anyone else has a similar issue to me? I only have some products batch tracked (items with shelf life expiry dates) but I am trying to setup bin locations for my entire inventory so we can do stock counting easier.
                                                                                                                • Implementing Inventory Process

                                                                                                                  I am just starting to create an inventory system through Zoho for a nonprofit. We receive in-kind donations of items for kids, and utilize them in 2 or 3 different programs. Then families come in and take the items. I'm thinking of this structure: Our
                                                                                                                • Best way to start zoho inventory with bulk openning stock

                                                                                                                  We are already using zoho book since long time for cars trading company. Now to streamline more, would like to import the excel data of closing stock of inventory to zoho inventory and to start on. Since we need to track each VIN (unique vehicle id number)
                                                                                                                • Service Reports.

                                                                                                                  Hello Team, I have a requirement to create multiple service reports for a single AP. That means, in one AP I have 5 service line items, and all line items are linked to assets. Once I complete the AP, I want to generate 5 individual service reports, one
                                                                                                                • Blueprint enhancements - Parallel and multiple transitions, and more

                                                                                                                  Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all
                                                                                                                • Item Bulk Edit - Allow for Reorder Level

                                                                                                                  We're implementing a process for using the Reorder Level field for Items, and I have to go through and add this value to a huge chunk of our Items. It's driving me bonkers that I have to do this individually through the UI rather than bulk updating. It
                                                                                                                • Zoho CRM || Unable to Bulk Assignment of Territories for Contacts

                                                                                                                  Dear Zoho CRM Support Team, I hope this email finds you well. We recently performed a bulk upload of Contacts into Zoho CRM using the official sample Excel template downloaded from the CRM. The upload itself was completed successfully; however, we encountered
                                                                                                                • What's New in Zoho Inventory | August – October 2025

                                                                                                                  Hello customers, The last quarter has been incredibly productive! We've released a powerful slate of new features and enhancements in Zoho Inventory designed to give you better control, greater efficiency, and expanded functionality across your inventory
                                                                                                                • Disable Zoho Inventory Tracking / Delink Zoho Books & Inventory

                                                                                                                  We have integrated zoho inventory with zoho books? Now after a long time, we want to disable inventory tracking and delink these 2 modules. Zoho says we cant do it. Anybody else going thru the same ? Any possibility at all? Why does zoho not allow to
                                                                                                                • Next Page