Stripe and Bitcoin
Hello, I just added my Stripe account to my "Zoho Invoice" account. Stripe allows you to receive payments by Bitcoin. How to accept the Bitcoin with integration? Thank youCustomer-specific default Payment Mode
I have been able to set a global default for the Payment Mode (e.g. cash, cheque, credit card) when recording payments in Zoho Invoice via "+ Configure Payment Mode" in the Payment Mode drop-down when entering a new payment. I would like to be able toMerge 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.How is the due date calculated on a recurring invoice?
Hi I may have misunderstood how this is set up but can't seem to find answer on help. I have a monthly invoice I need to send out and the due date is say 5th of every month. So now I want to make this a recurring invoice sent 2 weeks before the 5th of every month. How can I set this up? Do I choose "Net Terms 14" say and that will automatically adjust the due date + 14 days the start date of the invoice? Which doesn't make sense as it won't always land you on the 5th of the month. Thanks GeneCreating Different Invoice Number Prefix
As a company with multiple products, we differentiate the prefix for each product's invoice. A customer may have multiple products, but we do not send a single invoice. Is it possible to create different templates and assign different prefix values based on the selection?Report showing discounts from invoices?
I've gone through all of the reports in Zoho Invoice and searched the forums for possible answers, but have not found a way to see all of the discounts that I have issued clients. Is there a way to see the discounts without going into every invoice and manually viewing each one individually? Ideally, I would like to be able to generate a report similar to "sales by item/customer" that would show the discounts given on all invoices for a given date range could be grouped by either item or customer.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?Why the API pages are Forbidden ?
403 Forbidden We can't use anymore this API ? What is the restriction with the free version of Zoho Invoice? Are you plan to do FacturX with PDF/A3 for the french government ?Does ZOHO actually work for anyone?
Has anybody actually managed to successfully integrate multiple apps and have them work as they should? So far, I'm seeing bugs/issues with at least 4 apps (CRM, Books, Flow and Invoice) and the 'support' staff are yet to offer any help with even theCustomize Payment Stub
Is there a way to customize the payment stub that is sent out with the invoices? I see all the other templates to be customizable but not the payment stub.[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 totalMark Invoice Paid using Zoho API
Hello, I'm looking at the API's available and can't seem to find how to mark the Invoice paid using API :https://www.zoho.com/invoice/api/v3/invoices/ Is there a method I can use to perform this function? Thanks, HarsimratHide/Show Certain Fields When Creating/Editing Invoices, Estimates, Etc.
Hello there, I would like the ability to hide or show certain fields for different employees/roles in my company when they are creating or editing invoices, estimates, etc.. Most of the time, we don't use half of the fields shown on the create/edit invoiceCredit Card Scanning on Mobile App
Hi there, I occasionally use the mobile iOS app for Zoho Invoice as a POS device for my business. It's pretty good (especially the QR code scanning when adding items to the invoice, oh my goodness it's so good) but there's 1 thing that I wish it had -anLogging time within Time Tracking
At the moment I use the call logging feature of CRM to log time spent on clients work. Its nice to be able to start, stop and pause the timer and record how many hours I need to bill the client. Any chance of implementing this in Zoho Invoice's time tracking feature The same interface as CRM would be great or a simple start/stop/pause/restart timer.Early 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.How to add image to items list in Invoice or Estimate?
Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just becauseCalculating item rate automatically based on item total amount...
Currently, it seems that there is no way to add an item to an invoice, enter a quantity, and then enter a total amount for that quantity and have the software calculate the item rate automatically. Instead, you have to choose your quantity and guess at the item rate until you figure out a combination that matches the item total that you're looking for. Does anyone know a way around this?I want to insert Woocommerce product details in Invoiced Items, how can do this??
I want to insert Woocommerce product details in Invoiced Items, how can do this?? I am usin woocommerce plugin ,I want to insert by curl. Need to insert in Product name, List Price ($), Quantity, Amount ($), Discount ($), Tax ($), Total ($), Sub Total ($),Auto-charge may fail for recurring payments from 1 October 2021 (India Edition)
Hello everyone, This announcement applies to the India edition of Zoho Invoice. As per RBI's new regulations, which aim to prevent fraudulent transactions, your customers' card details that were stored before 1 October 2021 cannot be used for automaticRemoving Sent Using Zoho Invoice from subject header on client emails
I've tried locating where to turn off ZOHO branding in settings in various locations in ZOHO Invoice but to no avail. It is super tacky and unprofessional to have that at the end of every client email subject header. Any ideas on how to get rid of that?VAT in retainer invoices
Hello, I've just noticed that Zoho does not mention VAT in retainer invoices. Retainer invoices must have VAT... it's the law! Is there a way to do this? Otherwise, the entire solution just cannot be used. This is a huge show-stopper... 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 clientsCombine / 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 andwhat does Profile mean in a invoice seting up process
Dear all, I don't know what does Profile mean in a invoice seting up process. Would you mind helping me? Regards, LamHow to POST data via API to Invoice Item Custom Field
I would like to use the API to POST hundreds of Sales Order Items to 1 invoice. It seems there is no built-in way to convert 100s of Sales Orders to 1 invoice, so I thought that I could just use API to post all of the items from all of the sales orders to 1 invoice. This seems easy enough, but I need a custom field on the items to record the sales order ID #. so, my invoice would have hundreds of lines like: SO ID | Item | Quantity | Rate | Total G1234 | shirt | 5Pay Invoice via Stripe or 2checkout - optional
Hi, We are trying to use Stripe and 2checkout for payments in Zoho Invoice. However, whenever a user tries to pay the invoice, only 2checkout option is being used when both of these options are checked. Furthermore, if we deselect any, the other optionRemove '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?How do I import Invoices from Freshbooks?
We're wanting to move from Freshbooks (FB) to Zoho Invoice for a few reasons. We have a lot of invoices in FB and would like to move them over. For some reason FB's invoice export is very weak - it only exports: invoice_number organization fname lname amount paid po_number create_date date_paid terms,notes Is there a widget or a way to port the invoices over using the APIs? It is literally impossible to do with the FB export - it simply lacks the info needed for the ZOHO import. JacobEstimates 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. ThanksRemove "Balance due" from invoice
Hi, Been searching for hours now, is it really not possible to completely remove the "Balance due" this from the invoice template ? By the way...some of us who know html preferred the old way of customizing templates... Thank you in advanceHow to create a negative invoice
This message appear when I want to create a negative invoice. "An invoice can be created only when the total amount is greater than zero." Why I can not create a negative invoice for my customer that wants me to pay a comission for his services? TYComplete Placeholder List?
Do you have a complete list of placeholders that are available for us to use in email notifications? A complete list would be helpful, but right now I am trying to find a placeholder for the first and last name of the person who actually places the order.Zoho Invoice Zapier Integration Broken
Is anyone else having problems with their Zoho Invoice integration with Zapier? My integration broke about two weeks ago and has been causing me major problems ever since. My first problem is that whatever update they did removed the customer fields fromDue date to automatically sync with google calendar
Hi, We are an events company. First of all there is no field for event date in zoho estimate and invoice. Currently we are using Due date as events date. Another problem is there is no way our google calendar is able to be auto updated when the due date is updated. So far, your team has informed that they are only able to sync invoice date to calendar. But it will be of great help if you are able to link due date to calendar. In that case we do not have to manually key in our event dates in our[INVOICE] - Set Global Preset Options for Invoice Item Names and Descriptions
Hello, Currently I have noticed that each individual project can have it's invoice preferences set, so that when it comes to invoicing it's simply a case of selecting the project and adding to the invoice - the fields have already been assigned - as theTravel 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 yesPayPal payment issue
Hi all! I have an issue with one of my clients not being able to make a payment via paypal. They have said they have submitted the payment but nothing as come into my PayPal account. The below is visible when looking at the invoice payment: Please canProject 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.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 opportunitiesNext Page
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Announcements
Auto-charge may fail for recurring payments from 1 October 2021 (India Edition)
Hello everyone, This announcement applies to the India edition of Zoho Invoice. As per RBI's new regulations, which aim to prevent fraudulent transactions, your customers' card details that were stored before 1 October 2021 cannot be used for automaticWhat'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 (2 July 2021): We've extended the deadline to 30 August 2021 for converting Authtokens to OAuth. 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
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Sticky Posts
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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