Integrate with shopify
Hello, Can i connect zoho invoice with shopify ecommerce. Thanks.
Pop up calander
When I created a new invoice a calendar pops up when I go to enter the invoice date, I would like to be able to bring up the Calendar when I am adding items to an invoice. I have 2 customers that I invoice at the end of the month but do quite a lot of work for so have a lot of items on the invoice. On each one I put where and what the work was done then the date. On my computer I can just click on the clock to see a small calender but I cannot do that in the phone app.
How do I change payment terms to 50% deposit? Won't let me do half amounts
Hello, I am new to Zoho invoicing and it won't let me choose 50% deposit of an invoice. Can you please help? Thanks
Status Update on Feature Request: "Ability to add VAT to Retainer Invoices" ?
Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices. It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe! So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes
Exporting Reports - Missing Columns
Hey Team Zoho, I'm exporting some reports as I prepare my 2014 taxes. The specific report I'm using is the Invoice Details report. When I run the report, the web display of the report looks great. Very clean and tidy. However, when I export it to Excel or CSV formats, the results are much different. Column headings have strange names , and some columns are missing altogether (like Customer Name). How can I get a report export which is nice, clean and includes all of the columns? Thank you! - Matthew
Dates in a price list
I'm trying to create an invoice that will include dates for each task performed. I don't seem to be able to do it. Help?
Introducing Zoho Expense: Effortless Expense Reporting!
Hi, We're pleased to announce a new addition to the Zoho Finance suite, Zoho Expense. Zoho Expense is an expense reporting software that automates expense recording for businesses. Users can upload receipts and expenses are automatically created with all the major details from the receipt. Users can also connect their credit cards to automatically import transactions and convert them into expenses. Users can simply group together a bunch of expenses and submit an expense report. With a instant
Can I select the specific CRM accounts/contacts to sync with Invoice?
I am setting up Invoice after may years using Zoho CRM. I have a long list of accounts in my CRM. Many accounts are dormant and will not receive invoices in the near future. When establishing my Invoice contact list using the CRM sync method, can I chose to sync just my active accounts/contacts? (A subset?) I would prefer to have my Zoho Invoice customer list streamlined and don't want the inactive customers to show up in Invoice. Is there a solution in the sync process? Maybe there is a fix on
Invoice not showing up as paid on client dashboard
My client paid their invoice with paypal business payments and it's not showing up as paid or even payment pending. So if they have multiple invoices and forget which one they paid, they are actually able to pay the same invoice twice. This is a problem. Can this be fixed asap? Thank you!
zoho crm & zoho invoice
Hi I have the paid subscription in zoho crm, do I also have to pay for zoho invoice??
Reports, GST on Paid Invoices
HI there, is it possible to create a report for tax paid on paid invoices only rather than just all invoices. Cheers Ivana
Update: Enhancement in Aging Summary Report
Hello Everyone, We’re enhancing our reports and as a first step towards that, we’ve added few customization options in our ' Aging Summary Report ’. The Aging Report is a great tool for owners to plan and predict cash flow better. It’s the easiest way to identify and monitor the payment status of outstanding customer invoices. Updates: 1. Custom Intervals and columns for your Aging Report : You can now customize the reports based on your payment terms and determine when to schedule calls to
carry over unpaid invoice
how do you carry over unpaid invoice to the next year thanks
Customize Statement
Hi, When pulling a statement, it only shows the Invoice numbers. I would like to add to what my customers see on their statements. e.g. Add REF: below the first line that says Invoice Number: XXXXX Also add Statements as a Report. Then I can go and pull statements for all choosing the customer(s) and get statements for them. Especially by Fiscal Year-End. Your thoughts?
timesheet as expense
Hi! I would like the time sheets to show as an expense on the Dashboard, is it possible? Payroll is an expense, after all :) Jen
Timesheet as expense
Hi! I would like the time sheets to show as an expense on the Dashboard, is it possible? Payroll is an expense, after all :) Jen
Difference on the ideas sites
Hi What is the difference between this ideas forum and the one that you are redirected from the help option of zoho invoice? zohofinance.uservoice.com I have posted some ideas there and also voted ones and didnt appear here, should I enter here also? Regards
understanding zoho invoice reports
i cant understand reports in BAD DEBTS And BANK Charg, please understand all reports use and advatages
Add ability to invoice customer for all projects in a given time period
I am a professional who sends out invoices on a monthly basis. In a particular month, I sometimes do more than one project for a particular client. I would like to be able to: Choose a time period Choose a customer Invoice that customer for work done on multiple projects during that time period. This would include: A cover page including a figure representing all time billed during the period on all projects Separate pages for detailed invoices for each project billed Ability to apply retainer invoice
timesheet as an expense
How can I show timesheet info as a project expense on the dashboard? :) Jen
My phone number and email doesn't show on my invoices
Hi there, My phone number and email doesn't show on my invoices, I've put it in the 'correct' fields under address in the organisation profile but they don't show. I am I missing something very obvious?! Thank you.
Logo printed on invoices - can it be smaller?
Currently when adding the logo to the printed invoices, it occupies a big part of my upper area on the page. Any chance I can make the logo smaller? Thanks a lot for an idea, Diana
A Better Way to Share Ideas!
We’re launching the Feedback Forum for our customers. This is 'THE' place where you can add everything you’d like to see in Zoho Invoice. If you don't find the specific feature you need, simply add it so others can also vote for it. While we cannot promise a ‘release date’ for each of your feature request s, we definitely want to know what would help you run your business better. We will update feature requests that we're working on and by participating in the forums, you'll remain updated
Using + and & characters
In the Customer API I cannot use these characters in the name and display name fields. I am using PHP, is there an encoding I need for this? Thanks
Invoices
Hi All, How can I add canadian taxes (GST and QST) to the Invoices modules?
Attachments in Invoice.
This would be really helpful for me as I would like to attach images/concepts to invoices and estimates. Just a thought. Keep up the good work. Wayne
Special characters in display name i.e. "+", "&"
Using the api for contacts within invoicing using PHP the "+" and "&" do not work. I have tried rawurlencode etc. but am having no luck. Is there a standard for this? Thanks
Zoho Invoice: add an image to items
Hello, I would like to add images to my invoices for each Item that I sell. so that customers recognize the items listed on the invoice. is this possible? thanks! Jamie
Aditional Image on Invoice
I need an additional image on the invoice, would you consider this for future updates?
Customer Activity
Is there a way to create a report that will show the last time a customer used their account? Thank you!
Create Credit note from creator using api
Hi, I have created the following code in creator. myMap = map(); myMap.put("organization_id", "*****"); myMap.put("customer_id", "*****"); myMap.put("reference_number", input.Reference); myMap.put("date", input.Credit_Note_Date); Item = List(); for each value in Item_Details { Item.add(value.Tax); Item.add(value.Rate); Item.add(value.Notes); Item.add(value.Item_Description); Item.add(value.Terms1); Item.add(value.unit); Item.add(value.Item_Details); Item.add(value.quantity);
How to show total QTY in an invoice?
hi, i cannot find any set up to tick the field and show the total quantity in an invoice. sometimes our company have a lot items to be put in an invoice and if beside the total amount have a field to show total QTY, it will help a lot.
Carry hours forward
Is it possible to partially invoice a client for a number of hours and then carry the rest over into a future invoice? Ex: I billed a client for 100 hours, they only budget 75 hours, they want me to bill for 75 hours and then 25 hours later. Is that possible? If not, please suggest an alternative. Thank you.
Issues attaching documents to invoices
I have 2 businesses that i use zoho for. One of my businesses i need to attach work orders to every invoice. I discovered that every time i try to attach more than one document it for some reason blocks all attachments for that invoice and all others after that. so i then have to email them separately, which is a bit annoying, but more unprofessional looking. twice i tried to handle this issue with customer service... and nothing worked until they did some sort of system update. the last time i made
Recurring proforma invoice
Hello, I'm a newbie to Zoho Invoice, and I'm really enthusiastic about it! I'm considering to subscribe standard or professional plan, but... It would be essential for me if I could generate recurring proforma with specific automatic numbering, different from invoices. I'm aware that there is no direct way to create a "Proforma Invoice" in Zoho Invoice, and as a workaround I can customize an estimate template, but when generating recurring invoices I can't select that template!!! Any idea for me?
Custom item fields
Hi ZoHo, I am just getting to grips with the software, and customizing like mad :=) One thing I miss is a set of custom fields for items. For example, I am a translator working on a per-job basis and being able to have a few more fields per item such as: - Item price type (e.g. "per word", "fixed offer", etc.) - Item completion date (i.e. when the job was completed) would be ver useful! For now, I can stick all of this into the "Description" field and use a bit of HTML to format it nicely, but it
Templates: Billing Address won't display
Hello: I have set up my template and can't get my customers billing address information to display on the invoice. The information is in the customers contact details but will not display on the invoice. Can someone help me as I have already spent way to much time trying to sort this out.
How to enter write off amount for an invoice?
In Settings>Templates>Customize Template>Total section for invoice customization, there is an option under "Show Payment Details" that says "Write off Amount." I would like to use that section to write off a dollar amount on an invoice. However, I am at the "New invoice" screen for a project and do not see a field in the Total section where I can enter a write off amount. Instead, I see only a field where I can enter a discount percentage. I do not want to discount the invoice by a percentage; I
Free Plan Of Zoho Invoice
We recommend offering a free plan of zoho books. With the ability to have 100 customers and unlimited invoicing. Hope this is added soon! Regards, Kim Support Manager @ Jacob's Sales & Tech Store
Add display by week view to "All Timesheet" display
Currently, the Timesheet>All Timesheet>Calendar view is monthly only. Also, each day shows the time spent on each task, but does not identify the project (you have to click on the entry to display details). I bill most projects using the timer. I would like to be able to view my timesheet on a weekly calendar (similar to the weekly display view in Google Calendar) so there is more room to show details. The detail shown should be the project name, not the task name. Total time elapsed would be helpful,
Next Page