file name of invoice attached to email
Hi, when I send an invoice from within Zoho (or indeed export to pdf) it automatically names the file with just the invoice number. Is there a way to change the name of the file? say for example to use the placeholders for company name etc? What I'd like is for the files to be called 'Matthew Gough Ltd Invoice No. %invoice number%'.pdf or something similar. thanks in advance, MatthewExport 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 opportunitiesInvoice Template
Why is it not possible to use custom invoice templates? The current templates are not adjustable to our needs, even the most simple invoicing solution lets you create your own templates.Zoho desk in zoho invoice costumer portal
Hello i want to know if its posible that costumers could create a zoho desk ticket from within the zoho invoice costumer portalHow to remove the zoho ads from invoice footer?
Hi, Is there a way to remove the zoho ads from the footer? It's not very professional towards customers. I assume because zoho invoice is free. But even then, is there a way to remove it somehow? Found some info about the preferences -> branding page.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.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 andZoho 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-trackingOptional Items Estimate
How do you handle optional items within an estimate? In our case we have only options to choose with. (Like your software pricing, ...standard, professional, enterprise) How can we disable the total price? Working with Qty = 0 is unprofessional....Sending an automated payment reminder to 2 contacts
Hello, I have a client where 2 people need to be sent an automated payment reminder. How do I do that?Multiple 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!What's New this June 2022 in Zoho Invoice?
Hello, everyone! This month, we've introduced a round of updates that will improve your user experience. Read on to see what's new this June in Zoho Invoice. Zoho Invoice Sports a New Look As you might have noticed already, Zoho Invoice has a brand-new lookManage payments effortlessly with Zoho Invoice
Hi everyone, Business owners face many challenges as they grow - managing payments being a significant one. Getting paid on time and keeping track of all the payments is no easy task. On the contrary, Zoho Invoice streamlines the entire payment process.sub items or sub totals
i need to make invoices that show detailed list of items but not individual prices how could i make an item that would group other items, this parent item having as rate the sum of the sub tiems rates ? alternatively without creating a parent items i would like to have a subtotal that would hide the single items indivdual prices ? eg eggs 4 butter 250 g flour 250 g sugar 250 g subtotal ( or parent item) cakeEstimates 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. ThanksComplete 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.Can I add a column to the estimate and invoice templates?
I would like my estimates and invoices to have columns for: # of pages; pages per hour; estimated hours; rate per hour; total amount. in order to do this, I need to add a column to the template.Zoho + Fundbox: Why, What, and How of Small Business Capital Solutions
In today's world, small businesses have many tools and resources at hand to manage their working capital better. However, despite having these purpose-built solutions, there are times when a small business might run out of cash. Access to timely fundingWhat's New this April 2022 in Zoho Invoice?
Hello, everyone! This month, we've enhanced Zoho Invoice with some useful updates that'll help you get your invoicing done faster. Here's everything that's new: Protect Your Customer Data With ePHI Stay in compliance with HIPAA regulations by markingHow to add COMPANY name of customer to show on Invoice
Currently I can only add billing address of the customer, but it doesn't show their Company name. Can I also show Company?Customised report - payments received but including tax amounts
Hi, I'm looking to create a monthly report that will give me the total of all payments received during that period. The problem is I need it to break down the tax amount and tax type on each payment received. Is there currently anyway of doing this?Apply Credit Note Automatically
We need the ability to apply open Credit Notes toward invoices generated by recurring invoice as the first, priority payment. This should be an option that we can enable/disable in the recurring profile and/or the Credit Note. Other invoicing systems can do this. I'm not sure why Zoho Invoice doesn't have it. Here's an example for a Recurring Invoice... If a customer has open Credit Notes, and a saved credit card set for auto-pay, once an invoice goes out, the credit balance gets automatically appliedWhat's New this May 2022 in Zoho Invoice?
Hello, everyone! Whether it's a new feature or a few tweaks to an existing one, we are always on the lookout to improve your invoicing experience. Here's a run-through of everything that was added to Zoho Invoice in the past month: Display QR Code inset pay terms
I create new invoice, the terms default "due on receipt". How to change the default to Net 30? see the below pic:Get the best of Zoho Invoice and Zoho Mail, together
Hello everyone, Sending invoices and emails has become an indisputable part of running any #SmallBusiness. Zoho Invoice's integration with Zoho Mail lets you access all your email interactions with each customer by linking them directly to the respectivecustom fonts
We just try to create some custom templates and already managed to add some custom images. But another important feature is to add our custom fonts, because they are part of our corporate identity. Is there a chance to include a font file (maybe in css3 style). Do you use a browser engine to render the PDF-Documents? Webkit? Thanks and regards, maxusAm I able to use Zoho Invoice free and Zoho Books free at the same time?
Hi, I initially paid for Zoho Invoice. They then made it possible for me to use the free plan for my clients. I then thought I would upgrade to Zoho Books. Liked using it (although I still can't login to my bank) and started using it. Now that the freeInvoice with separate supplies and services sub totals.
I am a handyman that charges for services or labor and also supplies. I have always thought it would be good to have sub totals of all the labor charges and sub totals of all the supplies and then a grand total. Any suggestions on how to do this....ThankOnline invoice payments via ACH bank transfer!
This is a great feature available in Quickbooks Online. The best thing about it is that they only charge $.50 per transfer! That's inexpensive convenience for you and your customers. How about it?Invoice an upcoming subscription renewal in Advance
How can I auto create and send an invoice for an upcoming subscription renewal in advance. Eg: Subscription stars on 1-Feb-2017, but I would like the invoice to a sent to the customer on 1-Jan-2017. (30 days in advance).Automatically add tax to invoice?
Hi there, I'm trying Zoho Invoice. It seems pretty functional so far. However, when I create an invoice it doesn't automatically include taxes. I've defined one, and I can select it against a task while creating the invoice but that leaves me open to making mistakes and forgetting to add the tax. Which I'm prone to do. So far I haven't seen a way to define default tax for a customer, project, or task. Is there a way? Thanks, AndrewAnyone familiar with Zoho Invoice as a plugin with Google Workspace?
I'm trying to use Zoho Invoice to send invoices to customers. I am trying to import customers from my contact list from G Suite, but on the Zoho website it will not connect and only will show this error. I do not want to have to manually add dozens ofConvenience 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 offerneed a packing list feature
In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents. Request you to add this feature asap.Need a TOTAL field without the currency symbol in Invoice email notification
I have customised the invoice email notification template to include a URL that will then populate a payment gateway with all relevant payment fields. eg. https://paypaperbills.postbillpay.com.au/postbillpay/Default.aspx?AP:BC=2998&AP:RN=999999999&AP:AM=$112.22 (above link is how ZOHO generates the URL..Note the %Total% (last parameter of $112.22) includes the currency symbol The problem is that the TOTAL field always includes the currency symbol (eg. $20.00). I just need the number, stripped ofPage number in invoices (PDF)
Hello Zoho, is there any possibility to add page numbers in multi page invoices when generating a PDF file? Generally it would be greate if there were a possibility to add a kind of a "footer" element in the invoice template, which appears on every page in the generated PDF file. Regards, AlfredInvoice API create customer - response on duplicate
When trying to create an already existing customer (customer name), the API returns a Code = 1001 and Message = The customer "xxxxx" already exists. Please specify a different name. I think it would be very interesting for the API to send out also the customerID of the already existing customer, with no further need to make a new 'find a customer' API search call based on the customer name to retieve the customerID.How to import invoices with multiple taxes
I need to import invocies generated before switching to Zoho Invoice. My invoices show 2 taxes (Federal and provincial taxes). In the provided samle of csv files, we can see 2 taxes (tax1 and Tax2). However, when I run the invoice import wizard, I am only able to map Tax1. Could you please help me with that ? ThanksZoho Invoice: A complete tutorial
Hi everyone, Having an invoicing tool that takes care of your estimates, invoices, expenses, payments, and more can really simplify the life of a freelancer or a small business owner! Zoho Invoice is a powerful invoicing platform that helps you craftReport 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.Next Page
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Zoho 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-trackingWhat's New this June 2022 in Zoho Invoice?
Hello, everyone! This month, we've introduced a round of updates that will improve your user experience. Read on to see what's new this June in Zoho Invoice. Zoho Invoice Sports a New Look As you might have noticed already, Zoho Invoice has a brand-new lookManage payments effortlessly with Zoho Invoice
Hi everyone, Business owners face many challenges as they grow - managing payments being a significant one. Getting paid on time and keeping track of all the payments is no easy task. On the contrary, Zoho Invoice streamlines the entire payment process.Zoho + Fundbox: Why, What, and How of Small Business Capital Solutions
In today's world, small businesses have many tools and resources at hand to manage their working capital better. However, despite having these purpose-built solutions, there are times when a small business might run out of cash. Access to timely fundingWhat's New this April 2022 in Zoho Invoice?
Hello, everyone! This month, we've enhanced Zoho Invoice with some useful updates that'll help you get your invoicing done faster. Here's everything that's new: Protect Your Customer Data With ePHI Stay in compliance with HIPAA regulations by marking
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How to remove the zoho ads from invoice footer?
Hi, Is there a way to remove the zoho ads from the footer? It's not very professional towards customers. I assume because zoho invoice is free. But even then, is there a way to remove it somehow? Found some info about the preferences -> branding page.
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