Mileage
Hi! I would like to set up an invoice in Euro (works) and add my mileage expenses to this invoice (works). However as my mileage expenses are made in UK the expense is in GBP (works). But when I add it to the invoice (works) the amount GBP is not transferred into Euros - the amount stays the same just the currency symbol changes. For example mileage expenses are calculated into 50 GBP. On invoice in Euros it says Mileage Expenses 50 Euros. Exchange rate feeds are enabled though. Any idea?Increase click area around pause button in timer
Hi, The pause button in the timer is difficult to click, as it requires aiming precisely on the pause icon (the two vertical bars). The pause button in the bottom left timer Like the red "stop" button, it would be better if the whole blue area was clickable.Mark invoice as "paid" within Zoho CRM
Hey, i included our Zoho Invoice account into our Zoho CRM account and used it seperatly before. Now i wanted to mark an Invoice as paid within Zoho CRM in the associated contact, but there is no such option. How can i archive this without switching to Zoho invoice? CheersWhat's New this May 2021 in Zoho Invoice?
Hello everyone, We are back with the latest updates from Zoho Invoice. Read on to know what's new this May. Retail Premium Template We've added a new template named Retail-Premium under the Retail category in templates. This template accommodates almostCómo creo una factura negativa o de abono?
NEcesito anular una factura y crear una nueva igual pero en negativo. El sistema no me lo permiteMandatory compliance with anti-fraud law in France
Hi guys, as of January 2018, all French companies are obliged to only use software that is compliant with their new law against tax fraud. Can you let me know whether Zoho is compliant? I have attached a document that describes this. Thanks!Delete payment made and Balance due in invoice template
I only need sub total ,taxes and Total in invoices.Can I hide payment made and balance Due fiekd ?Card payment surcharge?
Hi, I would like to offer my customers the ability to pay invoices by card (using the PayPal integration). However, PayPal charges me around 5% to receive a card payment, and I would like to pass on this cost to my customer by way of a card payment surcharge. Is there any way for Zoho Invoice to be set up to automatically add a defined "card processing fee", say 5% of the invoice total, if the customer elects to pay by card? I don't want to add this on to invoice manually, since most of my clientsHow can I enable Client Portal via Deluge Task?
zoho.books.updateRecord("contactpersons"...) doesn't seem to work (invalid URL). How do I update a contactperson? Please Help!How to GET invoices by custom fields?
Hi! I'm trying to GET invoices by contact id and a custom field. Let's say I have a custom field with label 'userId', and I want to search for an invoice that it's userId == 2. What's the correct URL to GET in my request? right now I'm trying without success: https://invoice.zoho.com/api/v3/invoices?customer_id=<contactId>&custom_field=userId=2 Thanks a lot!Zoho and WHM/Cpanel
Is there any way to get Zoho (particularly Invoice) to play nicely with WHM/Cpanel? It would be great if they all worked together. I'd like to be able to administer my WHM from Zoho as well as handle billing etc. As I currently run a hosting company, the only other alternative is for me to leave Zoho and take up something like WHMCS.Partial Invoice
Is it possible to invoice for a given percentage of an estimate, or estimated item? Preferably different percentages of each estimated line item?How do you create a packing slip
Invoices are great, but how do you create a packing slip for that invoice?Remove "Tax Inclusive" wordings
Hi, I would like to remove the wordings of "Tax Inclusive" from my Zoho Invoice. I have also selected "Excluding Taxes" under preferences but it still appears. Could you please advice. Thanks.Export Invoices to XML file
Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunitiesRemove 'Powered By Zoho' From Footer?
Perhaps I'm missing something, but I can't find any way to remove the 'Powered by Zoho' text & image from the footer. Is this possible?Custom Function to update Custom Field in Zoho Invoice
Hello, I need you help urgently. I would like to see Payment Method associated with the invoice in Zoho Invoice. I have a custom field in Invoice Module called Payment Type. When I associate a payment with the invoice this field needs to be updated with[Invoice] Project billing by percent completion of tasks
Hello, I appreciate the various options for Project billing types and budgeting found in Zoho Invoice, but I would like to either propose a new method or find out if it' s currently possible. It would be very helpful to have project tasks that have a budget item (lump sum), against which the client is billed according to a percent completion of the task. This percent completion would not be tied to time logged or task billing rates. Here's an example: Project X total budget = $10,000 Task A totalHow to raise debit note to my customer
if i want to debit my customer for some charge, how do i do that. there is an option to make a credit note, what about debit noteStripe Test Payments
Hi, We are trying Zoho Invoice to see it can match our requirements. We want to check Stripe integration and workflow, but can't find a way to make payment with a test card. I have changed Stripe mode to test, and reactivated stripe integration, but it still don't accept credit card. Is there a way to configure to accept test credit cards or a way to test payments without charging from credit card?Convenience Fees
I use Zoho Invoice for invoicing my billboard customers. I have a few customers that want to pay using credit cards and ACH. As a result, I have integrated an Online Payment Gateway (Stripe) for these customers. I currently charge these customers a "Convenience Fee" of 3% for using this service as I typically only take checks as payment (and the gateway charges 2.9% + $0.30 per transaction). I do this by creating a separate line item on the invoice and adding 3% to it. I would like to offerMulti-languages on Zoho Invoice
Hi, It would be important to be able to work with Zoho Invoice in multiple languages, things like : - Associate a certain language to a customer - Having the reminders and notifications in several languages, so we could select what language to be used for each customer. At the moment we are using different Zoho Invoice organizations, but that is a lot more work because you have to setup everything on each organization (even all the common options), you have to manage customers lists in each ZohoHow to setup Plaid for Stripe ACH payments
Is there anything special I need to do inside of my Plaid account aside from requesting access to production and agreeing to the terms? I have linked my Stripe to Plaid but I see a lot of information about having to run server side code and scripts inHow to create a customer using API and get customer_id to use in create invoice API
Hi, I have an online portal to sell some digital assets. The portal is completely independent and has no integration with Zoho in any way. Now I am planning to use Zoho Invoice API to invoice my users. which means whenever someone buys anything from my site. I will hit ZOHO invoice API and generate an invoice for that particular customer. But according to invoice API documentation, customer_id is a mandatory field to create an Invoice. So I am planning to create a customer in ZOHO if it does notAdding date field to each individual Items when creating Invoices?
When adding items into an invoice I need to be able to have a date for each item. Example below: Date Item Description Qty Rate Discount(%) Tax Amount 31/07/13 Brown Sugar Performance 1.00 3,000.00 0.00 10% $3300 Is this possible or will it be in the near future? Thanks DeniEarly Pay Discount Terms
Does anyone here have early pay discount terms with customers/suppliers? I'm really hoping there is enough critical mass to get Zoho to recognize and automatically account for payment discounts. As it stands, it's a pain in the butt.Email Multiple Invoices Simultaneously To A Customer
I often have customers request copies of mulitple invoices. Is it possible to send multiple invoices at once in one email?Show Payment terms in Estimates
Hi, we are trying to set up that estimates automatically relates payment terms for the payment terms we introduced on Edit contact (Field Payment terms). How can it be done? Our aim is to avoid problems on payment terms introduced and do not need to introduce it manually on each client (for the moment we are introducing this information on Terms and Conditions. Kind Regards,spanish invoice needs summary for each tax type
Hi, in spain, by law, if an invoice contains several tax types (for example 10% for food, 21% for transport), we need in the bottom/footer of the invoice a summary of the totals for each tax type like this: IVA base imponible IVA 10% 50,00 € 5,00 € 21% 100,00 € 21,00 € There can be for example 5 food products in the invoice, each with 20,00 €, and food has 10% of TAX. And one transport for 50,00 €How do I include a final (with tax) price of an item?
In the table with items, I want to print the final price which includes the tax. I thought the %ItemRate% placeholder would be the "bare" price (without tax) and the %ItemAmount% placeholder would be the final price (with tax). However, either I was wrong or something doesn't work as it should. Please help me. This is my invoice template: and this is the pdf of the invoice: In the last column, the item amount is exactly the same as item rate. I need to have the total price for the item (which inInvalid value passed for label
I get the error message "Invalid value passed for label" when just creating a simple Estimate. I can't seem to figure out what is causing this. It certainly would be nice with there was some guidance as to what was actually wrong. This is very, very frustrating. Please help.Need a Help Migrate from Wave to Zoho
Hi dear My friend. im member of waveapps since 2018. so i have 400+ invoice in wave app. but at this movement i have to migrate to zoho. so i have export my all record. but i have cant understand how to import that record in to zoho. who can help mProject based on Daily Rate?
Guys, how do I define a new project based on Daily Rate instead of hours rate? I'm paid by day not by hour .. thx for the support.Placeholder for Month Name to use in email template
Hi, I do not see "Month Name" as a placeholder to use in the email template area. Is there something that I could use that will autofil in the email template I have something like "Invoice for the month of %Month Name% 2018"?How to automate report generation and email?
I would like to have a sales tax liability report run the 1st of every month and emailed to me. (I would also like this report to have a total amount for each column, not just the total sales tax collected, but apparently that's not possible.....)Retainer Invoices NOT treated as a Receivable
When I issue a Retainer Invoice to a customer, it is an amount I expect to be paid and when not yet paid it is therefore a Receivable. Zoho Invoice does not treat Retainer Invoices as a Receivable and does not include them within Receivables on the Dashboard. This behaviour is fundamentally wrong. When chatting with support, the explained the systems behaviour as to why they do not treat a Retainer Invoice as a Receivable because if I issue an Invoice and then use the Retainer balance to pay thisInvoice rounding after tax - round to .x0 or .x5 possible?
Hi there, Is it possible to round the calculated amount on the invoices to steps of .05, .10, .15, .20, .25, etc? Example: Amount = 102.25 Tax = 8.2% Amount = 102.25 * 1.082 = 110.6345 Amount to be shown on the invoice = 110.65 Can that be done? Problem is that in my country, the smallest coin of the currency (Swiss Francs) is 5 Rappen. 1 Swiss Franc has 100 Rappen. So all amounts are rounded to a multiple of 5 Rappen. Thanks DanDifferents rates per profile - Consulting company
Hi, I would like to be able to set up rate per profiles for a consulting company: - junior - medior - senior The rates are project specific. How may I do that? Would you have a link to the documentation? --> Rate per Task is not an option, as differentMultiple Estimates in one Invoice
Is there a way to group a bunch of Estimates into a single Invoice? For instance, I have EST-1 with a 3 USD of a service fee, EST-2 with 5 USD and EST-3 with 4 USD, all belonging to the same customer. I would love to turn each Estimate on a item line of a one single invoice for a total of 12 USD. Thanks!Mexico Invoices for Mexico
I have a question regarding invoices for Mexico Now since the goberment force to use the electronic invoice system, we need to generate a chain provided by our ministry of finance that allows to sent a invoice to the client in PDF, is any possibility to include this database in de ZOHO system?Next Page
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Announcements
What's New this May 2021 in Zoho Invoice?
Hello everyone, We are back with the latest updates from Zoho Invoice. Read on to know what's new this May. Retail Premium Template We've added a new template named Retail-Premium under the Retail category in templates. This template accommodates almostWhat's New this March 2021 in Zoho Invoice?
Hello, everyone! The latest updates to Zoho Invoice range from a separate module for developers, to advanced analytics right within the Reports module. Read on to discover all the new features we've added in the past month. Developer Space We've addedIMPORTANT UPDATE: RBI's new rules will affect your customers' recurring card payments (Indian Edition)
Update (31 Mar 2021): RBI has postponed the new regulations to 30 September 2021. This post has been edited to reflect the new deadline. Hello everyone, Due to an RBI regulation that will be in effect from 30 September 2021 (extended deadline), recurringAuthtoken Deprecation for Zoho Invoice APIs
UPDATE (30 March 2021): Check out the set of FAQs we've added, that addresses some of the common doubts you might have when migrating from Authtokens to OAuth. Hello everyone, The usage of Authtokens to authenticate API calls is being deprecated on 1 JulyZoho Invoice's 2020: A Quick Recap
Looking for more updates? You can find the complete list of updates that we rolled out this year in our What's New timeline. Check them out and share your suggestions and feedback with us in the comments below. Or, you can always write to our stellar
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How to maintain steady cash flow during the COVID-19 crisis using Zoho Invoice
Dear customers, I hope this finds you and your loved ones in good health. As we are witnessing, the COVID-19 pandemic has started taking a toll on businesses of all types. Here are some useful tips that could help you streamline your invoicing and AR processes to keep your business healthy. 1. Communicate clearly with your customers: During this period, transparent communication with customers is a necessity. A lot of businesses have started displaying messages on their home pages, explaining theirIntroducing: Digital signature for estimates and invoices
Dear customers, We are pleased to announce that the much awaited Zoho Invoice - Zoho Sign integration is live! You can now sign your estimates and invoices before emailing it to your customers. Also, you can have them sign your estimates while accepting it. Here is our help document to help you get started: https://www.zoho.com/invoice/help/integrations/sign-integration.html Note: This feature is available across all editions of Zoho Invoice except the Indian edition. Out of all the feature requestsWebinar: Introduction to the Client Portal
Business owners know there is never enough time in the day. Not only do you have to beat the competition and make the sale, you then have to make sure you get paid. In fact, the sales process starts way before the sale, and never really ends. Preparing and getting estimates approved, collecting payments, and fielding customer requests for information related to past transactions are all part of the day in the life of a business owner. Well, Zoho Invoice can offer some relief to weary business owners.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, ReshmaIntroducing 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
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