Show timesheet date in separate column on invoice
Currently, if you choose to show the "timesheet date" in the item description, it appears under under the "task and description" column. However, this ends up putting multiple types of data in the same column. The date should be in its own column. I do not see an option under Templates>Item Table>For Invoices created from Projects to add a column for timesheet date (which, on the invoice, should be called "date").
Write off balance.
I have a customer that has made partial payment but isn't able to pay the balance. I was just going to write it off but the option is no longer there once a payment has been made. I even created a test invoice to make sure that's what's going on. The write off option disappears as soon as a partial payment is made. This is what a write off option is for so it should still be available after a partial payment is made. Please let me know why it is no longer available.
Notification of overdue invoice
Hi, Is it possible to receive notifications of overdue invoices as a user, the same as the email you receive when a draft invoice has been created? Thanks, Karen
Log-in
The invoice login page keeps redirecting me to the company profile set-up page..........I cannot log in! What's the deal? Is the system down?
The template engine is totally useless!
Actually this is not a new request, neither a new complaint: the (not so new) PDF templating engine is crap! It is nearly impossible to stick to local regulations - some fields are always missing or not where I need them. This engine was proposed to be a successor for the old totally customizable editor - I really miss that. Moreover, two years ago, Zoho promised to reactivate an editor for the "power users" - still waiting for this. I'm really pissed! ... and the reason is quite obvious: spend two
Zoho Invoice Collaboration among businesses
Hi, Please give me solution for this use case. Use Case: I am running a business and using zoho invoice and billing my clients. I have enabled client portal to one of my client and he using the portal for viewing their estimates/invoices. Now, my client(friend) want to signup zoho invoice for his business but he also wants to receive the invoices which I have created for him in his account. Is this possible?
Can users associate a paid retainer invoice to a project?
I am new to Zoho Invoice. For a new client, I issued a retainer invoice, which the client paid. For the same client, I then created a project. I do not see a way to associate the retainer invoice (which has already been paid) with the project. From this page https://www.zoho.com/books/help/retainer-invoice/retainer-project.html, it looks like I must create the project first, then create a retainer invoice associated with the project. Is that correct?
Start timer widget on android app
Ik would be great to be able to start the timer directly from a widget on my android homescreen. I use the existing widget, but it only allows me to start a new time-entry. Best regards!
My pdf invoices are printing blank
Whatever I do, I can not print pdf invoice properly. I can see the invoices in the browsers ( Safari, Chrome, Firefox, Opera ), but any browser fails to print the invoice as a PDF properly. Please let me know how to around this problem. I'm using Max OS X Yosemite (version 10.10.1). The attached image is what I see when I open the zoho invoice pdf file using Preview. This image is the screen shot of the top part of the invoice where everything is blank but I see the total price near the bottom
Why Can't I Get to Zoho Invoice Anymore?
In the past few days, when I click on Zoho Invoice, it takes me to timesheets. I've never used timesheets. I want to create an invoice for a client, but I can no longer navigate to create an invoice. Don't know what happened. No changes to my account recently. Evan
Longer Customer Notes
Hello, In my estimates I am using the customer notes section as the scope for the project. However, it is saying that my notes are too long and need to be shortened. How can I extend the length of the notes area to allow for more text?
Chinese Problem in Credit Note PDF creation in zoho invoice
The chinese cannot display correct. Same situation in Received payment template also.
Looking for help to enable my site visitors to submit a form that will result in a creation of an invoice and having the invoice be sent out via email
Hi Zoho. I am currently using Zoho Invoice and Zoho sites. With Zoho invoice, I am able to enter information about my customer, issue an invoice to the customer, having the invoice sent by email from Zoho Invoce - and the email contains a payment link to paypal. All this works great without any problem. Now, I would like to setup a form on my Zoho Site, were a site visitor would do the following: a) Enter their contact information, add info on what they want to order. b) Upon entering a button saying
Legit Action or Virus
We pay our invoice monthly, but I have never received an invoice like this....Just wanted to make sure it would not reap havoc if I responded. If nothing else it is not very encouraging to see your CRM show what is under their skirt! Renewal Reminder - Partner Complimentary License ${zp.crm.Hello} jpcdamen, Your Zoho partner complimentary Zoho CRM license have come up for renewal. This is an automated process - please contact partner-support@zohocorp.com without delay to ensure that your licenses
Export & Order Number
Any way to get the order number column included in invoice export?
Enable Portal Access for Multiple Contacts using the Same Email
I need to know how to enable portal access for multiple contacts using the same email address. Here is my specific situation. One office manager receives all invoices for all their multiple offices. Each office needs to be billed separately I assume for tax purposes. How do I add portal access for this office manager so she can view all offices? Thanks.
Returned Check for insufficient Funds
I recently had a note from my bank that a check I deposited for a customer payment had insufficient funds (NSF) to cover the amount the check was written for. I had already recorded the invoice as paid in Zoho Invoice. How do I go back and change to show the invoiced amount is still due (and add bank charges to the invoice)?
Importing Expenses
I am having problems with importing my expenses into zoho. It shows up the error "Your file has no rows to import. Please fill up with required data then begin to import". I'm not sure what the issue is. Do I have to have the excel document set up a certain way for it to import? Thanks!
Duplicate estimates and invoices... how?
Thanks!
Zoho Invoice: 10000 characters limit HTML email templates
Hi, as a webdesign company we are used to HTML coding emails to ensure they match our company’s visual style. We also always ensure each encoded HTML email is properly formatted for both desktop and mobile email clients / users. When we tried to design a simple short responsive email to use as "Payment Thankyou” template, we were halted by the system telling us there is a limit of 10.000 characters in place for these emails??? Why?? Again, we made a short email design, with just a small paragraph
report based on custom fields
I created a custom field that contains a number (specifically mileage). Is there a way to create a report totaling the mileage or at least a count per customer?
Flat Rate Items
I haven't seen any discussion on this having occurred for a long time, and any existing Topics point to old pages that no longer exist. Is there no longer any such things as a flat rate item or invoice in this product? Or is the only way to create a flat rate item to work around it by setting a quantity of "1" and just entering the amount in the rate field? OK if that approach needs to be used, but not great! Thanks, Joel Niemyer
Minus percentage amounts.
Hi. I wish to add a minus percentage amount below my invoice subtotal: like below. How do I do that? Thank you. Sub total 125,00.- Retencion IRPF 9% 11,25.- Balance Due 113,75.-
Signature Capture
Has Zoho Invoice developed a signature capture option yet. I run a service business and am now going to have to get customers signatures. I don’t think having people drive around with printers is going to work. Thanks, Chris
Close the account
hello I was testing the program and i don't want to use it. How do I Close the Account?
Several quotes one invoice
Hi, I want to convert several quotes into one single invoice. How can i do it ? Many thanks. Cristina
How do I record early payment?
I have customers who pay rent early by putting several months payment in one check. What is the proper way to record this advance payment in Zoho Invoice? I have seen a YouTube video of how to do it from several years ago ( http://www.youtube.com/watch?feature=player_embedded&v=ywkKMul7NSs) but it appears to be from an older version. Can someone tell me how to do it on the new version of Zoho Invoice? Thanks!
how to round rate in an invoice
Hi there, We would like to round the values of an invoice without losing accuracy in the total amount. Right now we see long numbers in the pdf file and we would like to round those numbers without changing the total amount. Is there any way we can modify the template so only two decimals are displayed in the final invoice? This is mostly for rate values, I see there is a way to hide decimals for quantity values but not for the rest of values. Any input here will be very much appreciated. Thank you
Sort timesheet entries?
I am going back to my timesheet entries for a project, expanding on my shorthand notes. This automatically re-orders my timesheet entries so that the most recently updated timesheet entry is on the top of the list, regardless of the actual date of the entry. Furthermore, when I create an invoice from these timesheet entries, they are no longer presented chronologically but they show in order of update (most recently updated at the bottom). This is a huge mess. Is there a way to sort timesheet entries
If I sign up for a month can I then switch to yearly payments later?
There is functionality I need to see beyond the free edition and of course if I shape the system to my needs I don't want to then lose all those customisations if I switch to yearly payments later. Cheers Fiona
Date ranges for recurring invoices?
I've got a client who is invoiced weekly for a weekly retainer. I need the line item to include the date range. Is there any way to do this with a recurring invoice? Seems like there should be some basic date math functionality for the invoice templating?
Incorrect hours on invoice...
Hello, This is my first time invoicing with Zoho Invoice and I'm running into an issue where the incorrect number of hours are being used on the invoice. Here's my process: Click on invoices >> Create New Invoice Select Customer (below I see "7 unbilled projects) Click on "Include 7 unbilled projects" Select project from dropdown Added: Show in item name: Project Name Show in item description: Project Description Click Add Here's where I have the problem. I have 11:30 of unbilled time with this project
What to do with extra payments?
Hi, I have a client who often sends more money via paypal than I've invoiced for. Say the invoice is for $45.99 she will send $50. What's the best way to record this extra $4.01? I want to store it as a credit somehow so it can be used against future invoices. Or should I really just refund it via paypal? Thanks
Paypal shipping address
Hello, We're an online retailer, and so we need a shipping address every time we take payment. When a customer pays with paypal though on a Zoho Invoice link, they are never asked to input their shipping address. This means that we then have to call up or email the customer afterwards for their address, which isn't very efficient at all. Is it possible to just add a tickbox in the paypal integration page that would force customers to specify a delivery address with each payment? Most paypal payment
Timesheet reports: round up time?
Is it possible to set up the timesheet reports so that they round up to the nearest 10 minutes or 15 minutes or similar?
Generated PDFs not displaying
Hi there Recently any invoices I create cannot be viewed. I can see them with quickview (using spacebar) on my mac, but when I open them in preview, they are blank. I can email an example. Cheers, John.
Fiscal year
Hello everyone, I've just ask help to the customer support, but I'm trying and see if anyone out there can help me. Since our fiscal year coincides with the solar year, on 1st Jan. 2015 our fiscal year is changed. Today, we tried to produce our 2015 first invoice, just to discover that apparently the invoice numbering doesn't restart. Last year, our invoicing numbering system was: (Prefix)_currentyear_-_invoicenumber_ (which is sort of mandatory in Italy). That's to say: 2014-001, 2014-002, etc.
Question about CRM and Invoicing
Hi, Part 1 Invoicing: Please answer in-line I usually create invoices using Office Word because I can fully customize it anyway I want, but it is a waste of time. Please answer these questions in-line to help me decide on your product: 1- Can your Invoice Template be customized further to add different columns + rows? My invoice has the COMPETITORS PRICE column in addition to the YOU PAY column showing different prices and different totals (see attached). 2- Can I display the total of each (COMPETITORS
Add User's Name to Invoice PDF
I am using Zoho Invoice and I am wondering if there is a way to add the name of the user who created the invoice to the invoice PDF content (so it appears when the invoice is printed)? See attached screen grab for the username I'm referring to. Thank you!
Displaying Multi Currency on invoice
Hi Zoho Helpers. My situation is as follows: In my country we used both currencies US$ and ANG guilders both are acceptable, Exchange rates are fixed, however each company has the choice to choose his/her rate eg, 1.75, 1.79, 1.8, 1.82 or 2.0, so, 1US $ can equal any of the mentioned exchange rates listed. Once invoice is submitted, clients can choose in which currency they pay US$ or ANG. Since most P.O.S. does not list both currencies on the invoices, most companies just list their exchange rate
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