Zoho Invoice Attachments Questions

Zoho Invoice Attachments Questions

I have been using Zoho Invoice for about a year now and I LOVE it. I recommend it to clients all the time. I have noticed that the attachments feature has improved quite a bit and it is looking like something I could actually use in my workflow. However before I do, I have a few questions I can not seem to find the answer too and thought I would ask publicly so others could find the info as well.

1. Is there, or will there be a way to mass export attachments? I have no desire to leave Zoho, but I also do not like having my data locked into a service. I realize you can save them one at a time, but that does not help in the long term. A service like "Google Takeout" would be ideal, offering a way for clients to backup or take all their data. You could export both invoices and attachments as joined pdfs in one big zip file. Would be awesome for long term backups.

2. Are there size or number limits to attachments in any way, and what are they? If I start using this feature, I want to know if I might run into a road block in the future.

3.*Suggestion* Are there any plans to add a "attachment button" when adding payments both on web/mobile. I attach scanned cheques to all invoices and this would help improve my workflow.

4. *Problem*. This is a current problem with mobile. When you take a photo in landscape mode and then click attach, it works. But if you take the photo in landscape then rotate the phone before you hit attach, the option to attach disappears. Minor problem but due to the way I am used to using my phone has been causing me issues.

5.*Suggestion* When in the invoice list view, it would be great to have just a small icon somewhere indicating that the invoice has an attachment. Maybe a little grey paper clip next to status. Or maybe a report that would indicate invoices that do/do not have attachments.

6. Also are there any plans to enhance the scanning feature for mobile? For instance if you scan a document with google drive on mobile it automatically crops down to the document edges and saves it as a pdf. For documents anyways its a more polished and readable result.

    Access your files securely from anywhere







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner




                                                            • 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 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

                                                                                                            • How to interact webhooks with Creator?

                                                                                                              How can I interact webhooks from external websites with Zoho Creator?  I'd like to get notifications from external websites (Stripe, Zoho Subscription, etc.) These notifications are coming as HTTP POST request from those servers, on maybe daily, monthly or based on any events.  How should I prepare my app in creator to receive these requests? Where and how to should I program in Deluge if I'd like to add some part of the JSON/XML data to my form?  Thank you BR, Balazs
                                                                                                            • No Experiment Visitors

                                                                                                              I have an experiment running for five days. PageSense web analytics data shows the page is getting visitors, but the experiment data itself says zero visitors. I am in trial mode, not sure if that's related. A week ago, I contacted support through chat
                                                                                                            • How do I get at the data in "Partially Saved Entries"?

                                                                                                              Hi, Zoho Newbie here - I'm helping to support an existing Zoho installation, so this is all a bit new to me. I have to say, I'm liking what I've seen so far! We've just spotted that we have a number of respondents to our forms who don't end up submitting
                                                                                                            • SOLVED: Stopping Multiple Invitations when sync with Google Calendar

                                                                                                              I wanted to share this solution as I wasn't able to find it when searching through the Zoho community and via web search. The issue: When requestor books a meeting through Zoho Bookings, the requestor receives a confirmation email from both Bookings and
                                                                                                            • Help Needed with Creating Close % Reporting

                                                                                                              Now that our company has a good data set to work with we want to use ZCRM reports ways to track the performance metrics we have established. Specifically, I want to be able to calculate closing % for individual salespeople and individual support people.
                                                                                                            • Restricting Calendar View to Working Hours

                                                                                                              Hi: I'm trying to implement a calendar which displays all of my customer appointments.  Currently, the calendar shows all 24 hours of the day.  Is there a way to restrict the hours to simply the times my business is open? Thanks!
                                                                                                            • Static Prefill URLs Functionality in the App

                                                                                                              Hi, It would be great to be able to use the same functionality within the App, so create the Static Prefill URL as today and be able to use online as today, and then have an area within the App showing these Entries that can be pressed and opens the form
                                                                                                            • Outbound Gateway

                                                                                                              Hi, Is it possible to configure the Outbound Gateway to route external domains only and keep inter-domain emails locally delivered? When one of my users sends an email to another user within our own domain, I want user1@mydomain.com to user2@mydomain.com not to exit. However, if anyone within our domain sends to an external address, I want that email to be routed using the Outbound Gateway. Thanks. P.
                                                                                                            • Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics

                                                                                                              Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. Learn
                                                                                                            • Delivery Note Delivered item must be reduce in inventory stock

                                                                                                              When I create any Delivery note with product like mobile In our stock if it was 10 Unit I sold thru invoice, 4 unit And thru Delivery note, 2 Unit and I also change Delivery note status as delivered So in my stock it should display remaining 4 unit But write now it display 6 unit only. Please help me for that Because when I creating new invoice it display 6 unit in stock but actually in my physical stock its only 4. So I miss guide with stock display
                                                                                                            • Adding bills from docs *** Internal Error ***

                                                                                                              Same internal errors in Chrome & Edge !
                                                                                                            • Response time when adding customers to the database is increasing over time.

                                                                                                              Response time when adding customers to the ZoHo books database is increasing over time. The response time to retrieve a newly added customer is now 1.5 to 2 minutes. The database has approximately 2,000 customers. I think you need to reorganise the
                                                                                                            • Excluded transactions in Banking

                                                                                                              Why are the payees not checked when 2 payments are for the same amount to avoid exclusion? If there are 2 ( or more ) payment amounts which are the same then they are automatically excluded, this should not happen unless the payee names are the same
                                                                                                            • Introducing Zia AI in Zoho Show

                                                                                                              AI is no longer a distant concept. It’s one of our everyday tools, from answering casual questions to generating critical business documents. And presentations are one area where AI can be especially helpful. At Zoho Show, we’ve been deliberate in how
                                                                                                            • Plug Sample #10 - Simplify Ticket Management (Zoho Desk) with Chatbots

                                                                                                              Hi everyone! We're here with another simple yet effective plug for your chatbot to integrate with Zoho Desk. When a customer reports an issue/request during chat, it's logged as a ticket on Desk. When they return for updates, you end up searching through
                                                                                                            • Trigger a field rule when Choice Availability reaches 0

                                                                                                              First of all, thanks for shipping the new Choice Availability counter. It solves the basic “stop over-booking” problem. What’s missing, though, is a way to react when an option is sold out. Right now we can only disable/hide the choice; we can’t fire
                                                                                                            • Unattended Access on Android without Play Store

                                                                                                              I'm testing Zoho Assist for remote config and maintenance of our IoT devices. The devices are running Android 8.1 and do NOT have Google Play Store installed, nor can it be installed. I've been able to install Zoho Assist on the devices and load the enrollment
                                                                                                            • Zoho People > Performance Management > Appraisal cycle

                                                                                                              Hello All I am using this 2 users to test out how it work on Performance Management User 1 - Reportee User 2 - Reporting Manager : Li Ting Haley User 1 : Self Appraisal Error How do i fix this error?
                                                                                                            • What's New - June 2025 | Zoho Backstage

                                                                                                              Plans change. People cancel. Tickets get handed off. It happens, and we understand. As an organizer, you need tools that offer flexibility for attendees while protecting your event’s integrity. That’s why we’ve built features to help you manage these
                                                                                                            • Include Article Sync Details in SalesIQ–Desk Integration Notification Email

                                                                                                              Dear Zoho SalesIQ Team, Greetings, We are using the integration between Zoho SalesIQ and Zoho Desk to sync articles from the Zoho Desk Knowledge Base into SalesIQ. As part of this integration, we receive the following email notification: "Your scheduled
                                                                                                            • Naming a Visitor in SalesIQ Messes up First and Last Name

                                                                                                              When I go to Visitor History to manually associate a visitor with a known contact, I press the pencil symbol next to the system-generated ID number. I enter first and last name, then email. Looks good so far. However, when it syncs with CRM, first name
                                                                                                            • Partial Sync

                                                                                                              Hi, got an issue with syncing cards across windows app, web app and iphone app. If I create a card and add some text content then everything syncs across all platforms ok. If I create a card and add an attachment, be it pdf, jpg or movie then the card
                                                                                                            • Related activity records for custom modules

                                                                                                              For default modules in CRM, whenever I create a task for a contact, the task also appears in the record for the parent account. How do I replicate this with custom modules? My specific situation is that I have a custom module as a child module to Accounts.
                                                                                                            • Why Do My Portal Users Can't See Any Data in Reports

                                                                                                              In My zoho crm i have created a button automation which basically is it converts a quote into invoice and sales order , so initially when a person who is my app user submits a quotation form it goes into quote module and record is created and in each
                                                                                                            • Introducing Zoho Commerce 2.0 — It's more than just selling!

                                                                                                              Hello! We are proud to launch Zoho Commerce 2.0, a reimagination of how online businesses look, feel, and function. This launch is both timely and symbolic, as we reaffirm our commitment to empowering small and medium enterprises with powerful, yet simple-to-use
                                                                                                            • Introducing prompt builder in Zoho CRM

                                                                                                              We’ve introduced a new way to put Zia’s generative AI to work—right where your teams need it most. With the all new prompt builder for custom buttons, you can create your own AI instructions to generate tailored content, suggestions, or summaries across
                                                                                                            • Item Batch Creation/Updation

                                                                                                              I have a requirement to integrate a local system with Zoho Books. I need to create items in Zoho Books with batch tracking enabled, but I couldn't find a specific API for that in the Zoho Books API documentation. Is there a dedicated API endpoint to create
                                                                                                            • Education Zoho User Group (ZUG) virtual meetup featuring Zoho Sign

                                                                                                              Hi there! The educational sector often faces the hassle of handling extensive paperwork, which leads to increased operational costs. A digital signature solution like Zoho Sign can help you modernize your processes, go fully digital, and seamlessly collect
                                                                                                            • Troubleshooting Delays in Zoho CRM Automation Workflows for Lead Status Updates

                                                                                                              Dear Zoho Community, I am refining a sales pipeline in Zoho CRM, implemented in May 2025, to enhance efficiency for a small business managing client leads. While the CRM effectively tracks leads, I am encountering delays in automation workflows that update
                                                                                                            • 📣 [Webinar] Spikra shows how businesses leverage Zoho Bookings to increase revenue

                                                                                                              [Webinar] Spikra shows how businesses leverage Zoho Bookings to increase revenue Hi all, Service-based businesses need to be on top of their client experience game to stay ahead. Spikra, one of our Advanced Zoho Partners, has been helping businesses deliver
                                                                                                            • Kaizen #172 - Leveraging the 'crmAPIResponse' Object in Queries

                                                                                                              Hello everyone! Welcome back to another week of Kaizen! We released the Queries feature sometime back and hope you have tried it out. A little gist about this feature before we move on to our post. Zoho CRM's Queries feature enables dynamic data retrieval
                                                                                                            • transforming 1D tables to 2D and the other way round

                                                                                                              Does Dataprep have tools to convert 1D tables to 2D tables and the other way round? The actions that are commonly called "pivot" and "melt". What I mean is transitioning between these two kinds of table: 2D id ____ name ____ surname ____ age 00 ____ Matt
                                                                                                            • How I Migrate data from one SharePoint Tenant to another

                                                                                                              I want to perform SharePoint tenant to tenant migration, but the problem is I don't know how to do so. I’ve heard about different SharePoint Migrator, but I’m not sure which one is the best for this type of migration. Any guidance would be really he
                                                                                                            • Rebrand your CRM with the all-new custom domain mapping setup

                                                                                                              UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elated
                                                                                                            • authentication

                                                                                                              We cannot connect via IMAP. We are receiving the following error: Error: You are yet to enable IMAP for your account. Please contact your administrator (Failure)
                                                                                                            • Bad User: Authenticated but not connected

                                                                                                              Zoho CRM cannot send/receive emails and it appears as if it may be an api configuration change either via Zoho or MS. Does anyone have information on how to fix this error message? I am admin on all my accounts. Zoho and MS are blaming each other.
                                                                                                            • Edit email address that appears on invoice

                                                                                                              Hi How do I change the email address that appears on invoices, it is showing the email address that i used to sign up to zoho with but I want to change it to another email address that we use for accounts. also is there a way to edit the position of a
                                                                                                            • Zoho Tasks - Add Sorting by Priority

                                                                                                              We are able to Group by and Filter by Priority but for some reason we can't Sort by Priority on the Task lists. Please allow for sorting by priority if the current view is not grouped by priority.
                                                                                                            • customize payment page

                                                                                                              Is there a way to customize, other than the theme colour, the payment page that customers are taken to from invoices? I can't seem to find a way. I just don't like the formatting of the current page and would like to make it look better. I've looked at
                                                                                                            • Zoho People > Candidate Form > error Editable Primary Lookup is needed to set add permission

                                                                                                              Hello All I have try to turn on the add feature in the candidate form It show the error Editable Primary Lookup is needed to set add permission What is missing from my side?
                                                                                                            • Next Page