Zoho Invoice Free User Version Invoice Limit
Hi am getting a error message when I tried to create an invoice. It says you have reached your limit. upgrade or contact us. Any help on this please. Thanks,
What is going on? For 3 days your servers have been unavailable!
Since Wednesday, several times a day the invoice servers are unavailable. If I try to save or pull up anything it fails and I normally have to wait 15 or 20 minutes until they come back on line. This isn't a computer thing because it's like this on all my machines and it's not a network thing because all other sites work fine. Please advise.
Zoho Invoice vs Zoho CRM Invoicing
What is the difference between using Zoho Invoice and using the invoicing built into Zoho CRM? Can they be linked and share data? So far I see payments API for Zoho Invoice, but not much else....
Retainer Payments
Hi Forum members, In my line of business, i prefer to do pre-paid projects, cause you are 100% sure of your revenues.. Do Zoho have any plans to add a function for Retainer Payments? Is there any work around that i can use at the moment? How does Retainer payments work. A client is invoiced for $100.00 for 20Hours of work, and he pays that invoice. For every hour of work that is down, it's deducted from that $100.00 dollars, and the client sees this back in the reports When the $100.00 is deplited,
Delivery / Packing Notes
Hi, Is it at all possible to print out all of your outstanding delivery and packing notes? Thanks
How to set different prices for different customers
Hello Is there a way to set a price on a certain items for specific customers that will come up each time they are invoiced? Thanks!
Unable to create invoice for unbilled time
The Windows Phone app for Zoho Invoice is wonderful for creating contacts and tracking hours, but the actual invoicing is very nearly useless for anyone in the services sector. Creating a new invoice is easy, but you cannot apply the timesheet data you just created using the timer feature! Is there a function I'm just missing, or is there no capability to invoice unbilled time in the Windows Phone app?
Change default payment method when recording payments
Hi, almost every payment we receive is via banktransfer. Now we have to change the payment method from cash to banktransfer. Is there a way to change the default payment method to another option? thanks in advance. Doron
Invoice unbilled time from mobile
The Windows Phone app for Zoho Invoice is wonderful for creating contacts and tracking hours, but the actual invoicing is very nearly useless for anyone in the services sector. Creating a new invoice is easy, but you cannot apply the timesheet data you just created using the timer feature! Please add the functionality to bill for time in the invoicing app for Windows Phone.
Zoho CRM Potentials and Zoho Invoice
Hi, We use the Zoho Invoice module and would like to be able to raise and use the Zoho Invoice module from potentials, so we don't need to go back to the account and raise an invoice or estimate from there but it doesn't seem to be working. Can it be fixed so that in any potential, you can scroll down and raise estimates/invoices, with the system automatically selecting the relevant account and so this item will then be associated with the relevant potential. Thanks, Lee
Several "Delivery Notes" in one "Invoice" at the end of the corresponding invoice time.
Hi everyone! I would like to ask you a question regarding a problem I have about how invoicing several "Delivery Notes" in one "Invoice" at the end of month. I have tried to find a good way to solve it my finally I have seen myself forced to ask you for help. The problem is that my customer comes to my company, for example, three times a week and I give him the three corresponding "Delivery Notes". Then, at the end of the month I innvoice the total amount of the three corresponding "Delivery notes"
Custom field labels disappear when syncing CRM and Invoice
Hi, I have two custom fields in my Invoice module (with labels "BTW" & "CONTRACT"). Whenever I create a new contact in my Invoice module, I can enter these fields. I have set up synchronization between the modules CRM and Invoice. However, when I create a new contact in CRM and this new contact is synchronized, the value of the custom fields is synchronized correctly, but somehow the labels of these fields of the new contact are sudenly emptied by the synchronization proces (so the labels don't
synchronizing custom field for the purpose of Invoice email address
Hi, I have created a custom field in CRM, for the use of storing an emailaddress for invoice purposes. The account manager enters this field in CRM (he doesn't have access to ZoHo Invoice). I want to synchronize this custom field so that the invoice emailaddress is imported in ZoHo Invoice and it will be used for sending the invoice to the customer via email automatically (default invoice email address). Currently, the emailaddress of the primary contact of the customer is being used, but this is
items- commisions
commission based on invoice or article % , diff products have diff margins? and based on salesman's quota hit/ targets? salesman's ability to log in and view their progress, generate invoices, but not see everything else?
Formatting of Terms and Conditions
Hi, Currently I cannot find any formatting options for Terms & Conditions. Can you please help.
Associate Templates bug
When you change "Associate Template" for a Contact, "Company Name" gets erased.
Zoho Invoice - Statistics or reports for Estimates details?
Hi Zoho team, Is it possible to get statistics on estimates the same as can be viewed with the Invoices section with the dashboard. It would be very helpfup to be able to see a report on all Estimates generated and to see which ones are to be followed up etc - how many estimates created this month, the value of estimates for this month, how many converted to invoice etc... Is this possible to do currently? find the rest of the product really great but the list view in estimates is difficult to track
Automatic payment entry when using online payments?
Hi there, If I use online payments to collect money from my clients then is it possible to made payments entry automatically into my account? Or should i entry payments manually? If this feature is not available in onvoice then is this available in books? Thanks
UPDATE: Scheduled Maintenance planned for 23rd May 2015
Dear Zoho Invoice users, We have planned for a scheduled maintenance on 23rd May 2015 (Saturday) between 00:00AM - 00:30AM (PST). There might be a few intermittent connection issues during which product may be accessible in read-only mode only. We apologize for any inconvenience that may be caused due to this. Regards Sherry
How do i stamp/sign the invoice when using zpost
I have been using zoho invoice for my invoicing operations, and am very happy with the product on the whole. Before using Zoho, i used to manually create invoices and then print them out, add my company stamp, sign on it and then courier it to my client. The courier company used to send a pick up guy every couple of days to collect all invoices and send them on my behalf. When my client received the invoice, they used to take their own sweet time to send back a cheque. When i saw zpost, i was elated
Estimate signature line
Is there or has anyone come up with a way to have a line for customers to sign the estimate. As I am a contractor I need to have a signature in-case i need to (unfortunately) take a client to court, In my opinion it is unprofessional to draw a line and ask someone to sign here on the X please.
Digital Signing
Hi, It would be a huge help if we could issue an invoice in Zoho and enable our customers to sign it electronically, indicating whether we should use a credit card on file or they will send a check. Is there any plan to provide this functionality? I saw some blog entries about a year ago suggesting this was not on your agenda, but I am wondering whether anything has changed... Peter
READ ONLY MODE
My account is in read only mode How to disactivate this feature? I need to work on my invoices. URGENT Thanks
"The ZSC key or email address entered is incorrect. Please enter again."
I am receiving this error when trying to connect to CRM from Invoice. I am copying and pasting my email and ZSC key from CRM, so it is not a typo on my end. I searched the forums and found a similar issue here: https://help.zoho.com/portal/en/community/topic/zsc-key-error-for-zoho-invoice-crm , so tried to connect to Invoice from CRM, but I don't have the option. I have options to connect to Projects, Support, Survey, Visitor Tracking and Advanced CRM analytics, but not Invoice. Please help!
Convert estimate to retainer invoice?
We send estimates- then take a deposit for work to be done, and then at completion do a full invoice. Tis a logical progression but can it be done? Greg Aanes 2109 Queen Street Bellingha WA USA
Printing Shipping Labels
I know many of your customers are service oriented businesses, but surely there are many who actually invoice and ship products via Zoho Invoice. Currently, we send invoices, and once payment is made, we print the invoice and use it as a "Picking Slip and Receipt for the customer. When we receive notice that an invoice has been paid, we then login to Zoho, print the invoice that was paid, pick the item/(s), login to Stamps.com and manually print the shipping label. Which takes a lot of time to do
Zoho Invoice mobile client error "Invalid value passed for authtoken"
I was using my mobile client fine for a while now, but over the last 4 days I have been having problems when I try to submit a timesheet entry from the timer. I get a message "Invalid value passed for authtoken". I am forced back out the dashboard which then asks me to sign in. Meanwhile I have lost the timesheet. Has anyone seen similar? Thanks!
Report time weekly, invoice semi-monthly
I need to report indirect client time weekly to a contractor, but bill the contractor semi monthly. I would like to mark the time entries that have been reported each week, but create the invoice semi-monthly. Any suggestions. I would think this is the way many sub-contractors work.
How to add/display payment history into invoices closed
Hi , How can I make a invoice template to display all information about payments history related to the invoice ? Regards,
Api Validation
I interact with the zoho invoice API quite a bit and it seems that you guys have quite a bit of validation on the data that gets created in zoho. For example contact and invoices fields prevent some special characters from being used when creating entries in zoho. This is great, but it doesn't seem to be documented anywhere. Where can I find our more information about what you guys actually validate so we can make sure we have similar validation or at least sanitise the data before passing it to
Suggestions for Invoicing Time-Based Work
As an attorney, I bill for my time. Here are some suggestions to make Zoho Invoicing more usable for people such as me who bill for their time: 1. The manner of creating tasks is not helpful for me. I (as most attorneys) have one entry per case/client per day on which I work, and that one entry has all the tasks I performed that day (e.g. phone call with X, write letter to Y, draft motion, appear at court, etc.). Each set of tasks is unique. Therefore, it is not helpful to create a library of
2way syncing Zoho Invoice <-> Zoho CRM
Hi, is there a way for a real 2-way syncing accounts and contacts between zoho invoice and zoho crm? we need it urgently! thany you stephan
Recurring Invoices - Weird Schedule
I am trying to setup up recurring billing/invoicing for my wife who is a dog walker. She has an usual schedule for some of her clients that may need to bill on Monday, Tuesday and Friday of each week. Or have the option of not sending a recurring invoice for a specific date if her client cancels. Is there anyway to set this up to be more automated or tied to a calendar schedule? Any help is greatly appreciated.
How to Preview a Standard Template Invoice
How do I preview a standard invoice template based on time sheet entries?
How to Display Timesheet Dates in Invoice
How do you display the timesheet dates in an invoice?
how can i transfer shipping address to paypal?
Hello,guys When payment received, there is no shipping address in paypal, how can i pass the shipping address from invoice to paypal? If we can add the shipping address, it will be good for us if the buyer file a dispute Thanks
Template Fonts Supporting Unicode (Arabic)
Dear Sirs, Its been years now, you have added multiple fonts to support various English, European, Chinese, Japanese and Korean character sets. But you did not even bother a universal Unicode type font face. There are many free versions available, please add one to the invoice template so we may start expanding our use of the system. I look forward to hearing back from you. ~Dikheel
Associate different email notifications with estimate templates
Hello, I love all the new upgrades you've been doing, new interface and am gradually getting used to it. Thanks! However, there is one thing that is still bothering me. It is a feature I requested years ago and hope you now have time to prioritize it. I have different client types and when I send an email notification, I want to be able to choose from different templates. Currently, I have to include 2 different messages in the email template, times 2 for different languages. This is a pain because
Rate Increase
Hello, I am trying to increase my rates within the project section of Zoho Invoice. When I attempt to edit a project and change the rate I get an error saying: Almost there, but… - The rate cannot be changed for the staffs who were invoiced. Is there another area I should be using to increase my rates? Can I do this globally or do I have to do it on each project? Thanks, TekTough.
Quotation Request sent, but no response
We did not get any response for the quotation request we sent
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