wrong sales by article report
why on my "sales by article" Report i see (let's say) a 30k when in the Dashboard the "total sales" value is like 60k? I think that the report of sales by article feature is bugged because the total sales value is correct. Or maybe i am missing something?
Roles and Users - Other users see pay rate
Hello Zoho Invoice, When using the time tracking feature does each user have access to the other users' pay rate? When you click on a project, and view the content by User the pay rate is listed. Do the other users see this as well? If so, how do you prevent this? Thanks, Teresa
Contact name and customer name keep changing
Hello, I am using Zoho Invoice. When I add a new contact in Zoho Invoice, I specify the person's first and second names, and then I specify the company name. I want the company name to be the Contact Display Name, so I choose Company Name. But when I raise a new invoice, for some reason the Contact Display Name has changed to show the first and second name of the person, instead of the Company Name. I always have to change it back to the Company Name so that the Company Name is the Contact Display
Billing a fixed cost project in chunks
Hello, I have a fixed cost project that I would like to bill in chunks -- 1/3 when the concept is approved, 1/3 after the first draft and 1/3 when the project is complete. I can create an invoice and where it shows 1 hour, I can replace it with .333333 hours. But it will not give me a nice round number. So for example if my project is $6,600, I would like the first invoice to be $2,200. But instead it comes out to $2,199.98. How can I fix this?
No TERMS, just due date
Hi Just like the heading says I want to just have a DUE DATE and NO payment terms, that is no 7 days, 14 days, due on receipt etc. Is that possible? thanks Steve :D
Why is changing the currency of a contact not allowed?
My contacts in ZOHO Invoice come from ZOHO CRM automatically. Some of the accounts in CRM have the currency set to EUR, while others to HUF. When trying to edit the contact in ZOHO Invoice, the currency field is disabled for one account, but enabled for another. What is the rule, why is the currency disabled in some cases?
Calculate tax on receipts as well as sales
Hi Zoho! Just started using the service and have 5 invoices outstanding now. Very easy to use and I like the reports. However, one thing I noticed on the reports is that period sales tax amounts are calculated using the date on which the invoice is raised. This is a problem for me, since the sales tax I must return to the Government is based on date of receipt, not date of invoice. I do this on a quarterly basis, which means I sum all of my receipts for the quarter and then return any sales tax I
Is there Purchase Order & Delivery Order function?
Is there Purchase Order & Delivery Order function in Zoho?
http://emkybulb.zohosites.com/log-in1.html
how to setup zoho pay per click on a website
The following place holders were not replaced in this message: %C3%
Starting from today, I cannot send invoices by email directly. error: The following place holders were not replaced in this message: %C3% Please help ASAP!! Mariano
Automating emails by updating a contact
With all the new automation features, I am wondering if there is any way to automate a bunch of emails going out whenever contact details are updated. Specifically, we would like to be able to email 5 of our predetermined subcontractors whenever a specific custom field is updated for any of the contacts in our database. Is that possible? Vlad
Accessing own subscription invoices
Hi, I recently downgraded my account from paid to free. Is it possible to access my past subscription invoices? I used to get it from here: https://store.zoho.com/html/store/mytransaction.html but it says I haven't made any purchases. Thanks, Mel
How to add our company name in delivery note
am unable to add our company in delivery notes.kindly help
Client Portal shows my Contact Name in Lower Case Format
When a client signs into the Client Portal, they see my company's contact details on the Home page. In that section, it shows by personal name in lowercase format as "larry" instead of "Larry". How do I get it to show up in proper case?
Sub-Categories for Expenses
It would be useful to be able to create sub-categories in expenses. So that you could group things at multiple levels.
Add inventory management in Zoho Invoice
Hi, We have been using Zoho CRM entreprise and Zoho Invoice in our organisation for more than 2 years. From the beggining we use zoho Invoice to invoice our client. We do not use the invoice function of ZOHO CRM. Because making estimates and invoice in Zoho CRM is painful and counter intuitive compared to Zoho Invoice. We have been asking for the following improvment for 2 years. 1/ Would you please add inventory management in Zoho Invoice for Items ? (I notice they will be a new version) Or 2/
Invoice notification emails not arriving with clients
Good afternoon, Over the last few weeks we've noticed that our invoice notification emails are very often not arriving with our clients. Nothing has changed at our end in terms of the email from address or the email content. The emails have always included the invoice as a pdf attachment and the long link to the online invoice so not sure why this has just started happening. I've asked clients to check their spam/junk folders too. In some cases they find the emails there, but in other cases the
ZOHO Invoice receivables sorting
You have many options for sorting in the receiving reports section and even allow for columns to be un-hidden so we can see the customer last name. However, I can't sort by last name when the column is un-hidden. It seems a bit redundant for me to see my customer's last name twice if I can't arrange the way in which to view by last name. I really, really need the ability to sort by whatever columns are shown and as soon as possible.
Assign recurring expense to client *and* project
I have recurring expenses that fall under different projects for the same client. When I set up the recurring expense, there is no way to select the project, just the client ("Customer Name"). Then when I invoice I have to manually select the project for each expense, which somewhat defeats the time-savings of setting up recurring expenses. Is there a setting that allows me to point recurring expenses to specific projects when they are first created? Thanks!
Modulos Invoice e Ibooks
Estoy usando ZOHO CRM hace algún tiempo y ahora empece a configurar INVOICE y BOOKS pero tengo dos organizaciones, pude crear la segunda en IBOOKS pero no se como replicar esta organización en INVOICE, cuando trato de crearla me dice que ya existe y no me deja. ¿Como se sincronizan entonces? Que estaré haciendo mal? Saludos Mario
Template personalizzation and double enumeration
Hi, Is it possible to create two enumeration with two different prefix automatically ? Example: let's that my company do both consulting service and development service. I would like to have two enumeration like: CONS-0001 & DEVE-0001 Then I tried to use a tax with negative percentage (see: http://blogs.zoho.com/general/support-for-pre-paid-taxes-in-zoho-invoice ) Is it possible to have this output: Subtotal: 1000 VAT: 200 Total: 1200 ----- Pre-paid tax: -200 Amount to pay: 1000 ?? And the last
Email when bulk sending Invoices
We often would like to bulk it would be great to be able to add additional recipients to a CC.
[HELP] Zoho invoice separate taxes field - Zapier Integration
Hi, i have started using Zoho invoice with Zapier. My problem is that I want to add automatique taxes amount from a Stripe payment tool, SnappyCheckout Can you help me to find my Tax id from Snappy CHeckout so that all my created Invoice have taxes already entered. Thanks.
how to change email address
HI, i need to change the email id of the customer. but don't see any options to do that.
Integrate Invoice with ZOHO-Project
How can i integrate Invoice with Timesheet inside Zoho-project?
Delete Online Payment Page AFTER Sent Invoice
Hello, After sending an invoice, is it possible to disable/remove the online payment page? Scenario: Invoice is sent to client via email with online payment link, they click the link and pay the invoice/download a copy for themselves, I now disable the link but keep the invoice and payments in my records. I ask because I'd like to keep the invoice and payment records, but I don't want the invoice to still be available via the online link. I know I could delete the invoice and payments, then create
What is the best way to offer discounts?
I would like to offer discount categories to my customers. For example, I would like to offer a neighbor to neighbor discount of 25% for local residents. I understand I can do this through setting up price lists but what I found is that upon assigning a price list when creating an invoice, the invoice item only lists the discounted price. I would like to have the original un-discounted price listed. then show a discount line with the name of the discount and the discount amount. for example:
Timesheet in Days/Markup/Details on next page
Hello, 1) Is it possible to create option for timesheet in days? We have customers who we normally bill in days. If we were to present the basis for our billing in hours,this may begin to give them ideas that they could potentially pay for less than a day. This begins to complicate things for us and we would rather present the basis for our billing in days 2) I have seen a post and a response on marking up items on the forum. I have tried to use the modified template as suggested but not sure if
Can I trigger invoices to be auto created when closing a potential ONLY for specific accounts?
Hi! I understand that I can turn on the trigger for Zoho invoice to auto create an invoice when a potential is marked as closed won in CRM, my question is, can I have this triggered to be applied to only a few selected accounts? Right now every time a potential is closed, there's an invoice created, 95% of these invoices are useless to me, I only need a few selected accounts to have this trigger. Thank you!
Zoho CRM Invoicing
Hi, We are new in Zoho and we need help on the invoicing process. Would you have a video tutorial for creating invoices and managing them? Thanks Nikky G.
Import Invoices with price lists
Is it possible to import invoices from a CSV file and be able to extract the description and item price from the price lists attached to each contact?
Changing Quote fields/Layout/formula's
I am new to Zoho Enterprise version. I am changing parts of the layout of Quote.(Invoice) I removed and add some fields etc etc. .....working good. I am looking for the (Sum) formula of "Grandtotal" .. cannot find that,...where is that accessible/changeable. Also: I have listprice in Product, say 1000 but I need to add (with a formula? ) the freight per Unit (metric ton) Thanks for reply. William
Labor and Parts
My business itemizes both labor and parts in the same line item. There may be multiple line items too. Labor is not taxed, but parts are. Do you have any example invoices that would accommodate this? Thanks
How do I restore the invoice notification email template back to the original default?
How do I restore the invoice notification email template back to the original default? OR is there a place where I can get a copy of the default invoice notification template and recreate it?
Link imported Invoice items to Price List
I have a large number of invoices to import and wish to use the price lists which are linked to specific contacts to pick up the different prices per contact. This is to avoid errors in the import file. How do I link the imported invoice item to a price list and an item on the price list. Many thanks Gordon
How do I check if the recurring invoice "template" I have created lloks OK to send to the customer?
Hi, We just started using ZOHO Invoice and while we have figured out the general invoicing, we need to make sure that the recurring invoices that will go out at the end of the month looks OK. Is there any way (beyond issuing an invoice to myself tomorrow) to see what the end result will look like when it is received by the clients?
How do I add a discount?
Hello, I have a custom invoice but I need to add a % discount to the invoice for one company. I have not been able to find how to do this. I know that I have seen it somewhere before but doesn't seem to be an option anymore. I want to show the original pricing and then show that we are giving them a discount. Please advise how to do this. Thank you. Jennifer Wood
Error when adding and item
Hello, I'm not able to add items - I get a small dialog box which looks to have the title "Error" (see attached). Sometimes it will create and item - but then I get the error when adding it to an invoice and various issues trying to save or edit an invoice. It's possibly related to Multi-Currency support, I originally setup the account in USD but wanted to invoice in AUD ... now if I go into the currency settings and try and change to AUD - I get the same "error". Any suggestions? Cheers Hamish
Due Date
My clients are confused by the date due format. Can I change that? If so how?
Unable to configure zoho invoice/books app in my admin account
Today, I am facing issue to configure zoho invoice and books app Note : Zoho Service Communication (ZSC) Key Generated by following this article What i did : Login in CRM Click Setup Apps & Add-ons Click on Zoho Invoice/Zoho Books Two buttons display configure Zoho invoce and configure Zoho books After select any of them asking for email address and ZSC key Here is the issue, when i put my email and zsc key, it show the error Internal Process Error Please help me i m new in zoho, guide me if something
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