Merge Customer (and related invoice/payment etc) for wrongly created customer records
Hi all, Some of my staffs created two (or more) customers, hence duplicate records and already associated invoice, and payment history (closed invoice). It made the sale figures very confusing and we need to tidy it up. I search the forum and learn that I cannot just delete the customer as invoices and payment history are associated. I tried to convert paid invoice to open (so that I delete and recreate them. But I cannot convert invoice because it is not DRAFT. Anyway I can fix this? I am sure manyExport 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 opportunitiesEstimates with options and sub-totals
Hi It seems it would be great to be able to show multiple options in an estimate. For instance I have a core product to which I can add options, and maybe sub-options... It would be great to have subtotals and isolate the core from the not compulsory items. ThanksCan only search by first name when doing new invoice
Why when you can search by any name or company when reconciling etc?Combine / merge multiple invoices into master
Good morning Zoho! Upon looking for a solution for my issue, I found many that had my similar problem...dating 13 years ago! Please, any updates on this? Merging multiple invoices on a Master Invoice would alleviate all the extra work of resending andNo history on recurring invoices
Hello..We make extensive use of the recurring invoice function. And we also like to see when a customer opens that recurring invoice to make sure it did not end up in spam, etc. However, the history on recurring invoices is only limited to when it wasPlease add Zelle as an online payment option
Hello, I would like to request Zelle be added to the online payment service providers for Zoho Invoice. Considering how ubiquitous Zelle has become as a way to pay people via the major banking institutions, I feel like many freelancers would benefit fromCan't move a Contact to a different Customer
I have a Client/Customer that has two Contacts. One of the Contacts has changed jobs and moved to a different Company. That Company is also a Client/Customer in my account. It seems that there is no way to move a Contact from one Client/Customer to another.Highlights of Zoho Invoice's 2022
Hello everyone! We hope your 2023 had an amazing start! As excited as we are for the opportunities and challenges that await us this year, we wanted to properly bid farewell to 2022. Our team at Zoho Invoice has been keeping busy this past year with constantLate Fee customization on Invoices
We just switched from Freshbooks to Zoho Book since we integrated Zoho One across the company, however, I'm having a difficult time figuring out how to automatically add our late fee? We send invoices out on the first of every month. We have Net 30 day terms so usually expect payment by the last day of the month or a few days later at most. We charge a late fee of 1.5% of the invoice per month if payment is not received by the 15th of the following month. So if we issue an invoice on July 1st andAdding Percentage Fees to Invoice
Is there a way to add a percentage fee to the invoices? Such as a service fee or processing fee of 20% and 35, respectively, of the subtotal that would add to the total the same way the discount percentage subtracts?Is it possible to add a field for Tips to the invoice?
I'm wondering if it's possible to add a field to the invoice for the customer to add on to the requested payment, like a tip for example? Thanks!Round off - adjustment of invoices
According to Italian tax law the amount of taxes must be rounded off. When the total is xx.5 or less, you must round off to xx (no decimal) When the total is xx.6 or more, you must round off to xx plus 1 e.g. 1) total 100.50 you must round off to 100 2) total 100.60 you must round off to 101 Any solution, please ThanksTravel company
i own a travel company and have multiple suppliers who issues invoices to be paid by me, is there any easy method where i can add them in Purchases as it is very confusing, Also is there any manual specifically pertaining to travel companies , if yesMarkup expenses on a project
How do I markup project expenses such as printing, etc?Getting ZOHO Invoice certified in Portugal?
Hello, We are ZOHO partners in Portugal and here, all the invoice software has to be certified by the government and ZOHO Invoice still isn´t certified. Any plans? Btw, we can help on this process, since we have a client that knows how to get the software certified. Thank you.When will ZOHO invoice offline be available?
Basic features like creating/editing invoices and recording payment should be available offline with the ability to sync with the cloud when the program is back online. We should have the ability to do simple data entry in the program, it doesn't requireAdvanced Customization Options in Templates
Hello everyone! This update is all about transaction templates. We've brought in advanced customization features that will help you create and send truly professional invoices, with a bit of festival cheer. Keep reading to learn more about the advanceddefine automatically expiration date of a quote
hi, how can i define automatically the expiration date of a quote? example: expiration day = Today() + 30 daysRound time to nearest 15 minutes, half hour, or hour?
Hello, So far I'm very pleased with Zoho invoice. I freelance so most of my work is hourly. In order to make things cleaner for myself and for my clients, I was wondering if there is a way to round the time to the nearest quarter hour, half hour, or hour. So if I log 2.73 hours with the timer, it would round it to 2.75 on the invoice if I choose it to round to the nearest quarter hour, or 3.00 if I choose to round to the nearest hour, etc. Thank you.What's New in Zoho Invoice - December 2022
Hello everyone! This month, we bring you feature enhancements and some interesting iOS app updates. Here's what's new in December: Customize Reports with Multiple Parameters Customize reports based on multiple parameters by adding up to 3 parameters inMultiple 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!Merge invoices
This has come up three times in a month of me using the system. a client whom i do work for on a regular bases asked me to invoice separate jobs on a single invoice. I would then go and cancel the old invoices and make a new one. It would be great if i could just select the invoices and click merge to create a single invoice.Zoho invoice -> Accounting system
Hello All. So I have been using Quickbooks Desktop forever. I setup Zoho Invoice and have been processing a few invoices and it works well. Now I am wondering what others do for the accounting system integration. To me Zoho Invoice and other invoicingPdf print 2 page
All , i am new in zoho i try to download invoice but its showing me 2 pages invoice as i attached also stamp and signature but invoice is not that big long then why its convert in 2 page after downloading in pdfCómo creo una factura negativa o de abono?
NEcesito anular una factura y crear una nueva igual pero en negativo. El sistema no me lo permiteEmails showing HTML code when being sent via API
When I try to email an invoice to a customer using the Zoho Invoice API, the customer sees a bunch of html code beneath the subject line (in the message preview). Please refer to the following screenshot taken from my iPhone's native Mail application: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 offerStripe integration questions
Hi, I am just integrating Stripe with Zoho Invoice so I haven't tested it yet. When a client clicks the link to pay online within the email, I assume the %InvoiceURL% goes to something that is connected to Stripe? Stripe offers ACH as of January 2016. When clicking the same pay online link, is the ACH option there along with the various credit cards that Stripe accepts? Thanks, HelenTIPS AND TRICKS #10 - Displaying timesheet details on invoices
Businesses that log time for projects, and invoice customers for the logged hours will need to display Timesheet Notes and Timesheet Start & End Time on invoices. By following this tip, you will be able to display the timesheet notes and timesheet historyTIPS AND TRICKS #9 - Displaying different bank details on invoices
Most businesses will have customers from foreign countries. In that case, you might need to display different bank account details in their invoices. With a few simple steps, you can easily create a new template with the necessary bank details and associateRemoving Fields
Hi Is it possible to remove fields. e.g. we don't need a "Quantity" nor "Rate" as we don't deal really deal with item products nor charge on a time and material basis. Thanks EuginInvalid Element is_taxable
When trying to add or edit an item I am getting this error message. i have previously added items without problems however it says this now everytime I hit save and will not allow new items to be added. Please help! Thanks.Invoice API Feature: method for "updated since date"
In my application and, I would think, in those of most other developers, I the developer have no use for getting all of the invoices (or customers or items or payments made, etc.) after the first time. Too much data exchange. Just give me what has changed since I last checked. I suggest creating a GET method something like https://invoice.zoho.com/api/[invoices]/modified-after/ where one of the parameters is a time stamp string (i.e. yyyy-mm-dd hh:ii:ss). The response would list all [invoiced] modifiedTIPS AND TRICKS #8 - Collecting online payments for multiple invoices at once
Sometimes your clients will have multiple invoices due and it will be a hassle for them to get all the invoices in order to pay online. With the tips mentioned below your clients will be able to pay for multiple invoices at once online. How does it work?Is multiple invoice e-mailing possible?
I wonder if following is possible: When you are in the invoice view, assume you have five invoices to five different customers that are pending (you have just created them, but not sent them away yet by email.) To the left of every invoice in the overview list, you can tick a box. Is it possible to check these boxes for the five invoices and have them sent away by email to each customer with one command? Look forward to hear your response on this question.Download customer statement pdf through API form invoice API
Hi, I have a requirement of download customer statement pdf through API in one of my application like invoice. I am able to download invoice pdf through API. But not able to achieve customer account statement using invoice API. Any documentation or suggestion will be appreciated. ThanksCard 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 clientsTIPS AND TRICKS #7 - Currency formats
Currencies displayed in transactions in Zoho Invoice will have a specific format. This format can be changed as per the user preference in a few simple steps. How does it work? ♦ Navigate to Settings >> Currencies. ♦ Select the currency for which youTIPS AND TRICKS #6 - Remove due date from an invoice
There might be times when you do not wish to specify a due date for invoices. With the steps mentioned below, you can remove the due date set for an invoice. The invoice won't be marked overdue and the Due Date field will not be displayed on the invoiceNext Page
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Highlights of Zoho Invoice's 2022
Hello everyone! We hope your 2023 had an amazing start! As excited as we are for the opportunities and challenges that await us this year, we wanted to properly bid farewell to 2022. Our team at Zoho Invoice has been keeping busy this past year with constantAdvanced Customization Options in Templates
Hello everyone! This update is all about transaction templates. We've brought in advanced customization features that will help you create and send truly professional invoices, with a bit of festival cheer. Keep reading to learn more about the advancedWhat's New in Zoho Invoice - December 2022
Hello everyone! This month, we bring you feature enhancements and some interesting iOS app updates. Here's what's new in December: Customize Reports with Multiple Parameters Customize reports based on multiple parameters by adding up to 3 parameters inZoho Invoice for developers
Hey developers, We understand that your projects involve a lot of work, from coding to maintaining large, complex frameworks. But in addition to this, a freelance developer also needs to take care of one's business. Negotiating quotes, managing customerZoho Invoice for designers
Hello everyone, It is a well-known fact that cash flow can be a real issue for freelancers, if they do not receive timely payments. But, this can largely be avoided if they have an efficient invoicing system. Invoices, payment reminders, and time-tracking
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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