Field Mapping between Zoho Invoice and CRM
Question regarding Zoho Invoice / CRM Field Mapping. Currently have my Zoho Invoice set so that it syncs both ways with Zoho CRM. The challenge that I am having is when an estimate is automatically created in Zoho CRM, the fields that is utilizing to create the estimate are not mapped correctly. For example.. The potential name in the CRM is mapped to the Product name in Invoice. As a results.. I would like to add and change how the fields are mapped from Zoho Invoice to Zoho CRM. I have attempted
Join us at Zoholics - Finance & HR User Conference
Hello, I have some special news to share with you. We are organizing our very first Zoholics for Finance and HR applications at Zoho headquarters on 06-07th November in Pleasanton , CA. The agenda is simple: help you master Zoho Invoice and get the most out of it for your business. I also have some exciting news to share with you regarding the new products that we’re building. To know more, here's the agenda: https :// www .zoho.com/ zoholics /finance-hr. html In the past 6 years, we've
How to add time period in recurring invoice?
Is there a way to automatically add a time period in the line item on my invoice so the customer knows the invoice, for instance, is for last month? Example... I send a monthly recurring invoice to my client on the 1st of every month for services rendered the past month. So on Oct 1 2014 I am billing them for Sept 2014. How can I indicate this dynamically in the line item? Thanks
How are you managing recurring payments without auto-billing?
I'm a brand new member and read enough to understand there is no support for auto billing. My question is to anyone who works through this, how are you doing it? I charge customers $100 per month and I can set this up through MerchantOne (Not a supported gateway). So I send customers an invoice automatically, then MerchantOne automatically debits their card, then what? I also have Google Checkout but they don't support recurring payments without the API. Do I just tell customers "You'll get invoices
Recurring Invoices and AutoBilling
Hi there, I have several subscription based invoices. I would like to automatically generate and invoice and bill my customers to their credit cards. Is it possible to do this somehow?
Automatic Payments for Recurring Invoices
Hello! I have been using the Recurring Invoices for quite some time now, and I love them. However, I was curious if there is a way to have automatic credit card payments for some of my recurring invoices, as several of my customers have been requesting that. I am open to any credit card processing company. Thanks in advance.
Italian Invoice: How to put 2 "total" fields one with tax the other without
Good motning i m looking for help to make invoices following italian law requirements. All i need is 2 field for total one with all vat+cost , the other with vat+cost-prepaid taxe Example with a total of 2000$ will be something like this subtotal: 2000 vat : 440 Total+Vat=2440 PPT: -400 Tota:l 2040 the most important is to show the 2 field of total+vat 2440 and final total 2040 is that possibile? if yes can someone tell me how? thanks very much
VAT tax code defaulted for items in invoice
Hello, Is it possible to have VAT tax codes defaulted for certain project task line items when creating invoices? Example; we always have to calculate 19% for all our items in invoices, so we created the tax code for 19%. When creating invoices, we have to set this tax code manually for all project task line items (the default is 0%). This also has the risk of erronuously creating invoices with 0% tax for line items, where it should be 19%... Thank you in advance, Regards, Jeroen
Attention AOL users!
Hello Zoho Invoice users, Recently AOL has made some changes to their security policy. As part of this change, any emails sent from Zoho Invoice using a AOL email address will get undelivered. If you are using a AOL email address as your Primary email address then we request you to change the AOL email to some other email address other than AOL so that you will be able to send emails to your clients successfully. You can go to Organization Profile under Settings to change your primary email address
Automatic Payments
I have been using the automatic recurring invoices for quite some time, and I'm quite pleased with it. Several of my customers wish for me to automatically bill their credit card each month. Is there a way to do this in Zoho Invoice?
ARB (Automatic Recurring Billing) with Authorize.net?
I think I read somewhere that Zoho invoice supports automatic recurring billing. Is this true? How do I set it up. This obviously differs from recurring invoice. How do I utilize Authorize.net ARB feature in conjunction with recurring billing? Thanks!
Export Records is gone
Hello, For some reason it looks like the export records functionality no longer exists in Zoho Invoice. I used to be able to go to settings -> export and export our records. We use this weekly to generate our subscriber list for our newspaper. We are also unable to import records. Thanks!
Change CRM Account you are integrated with
Hello, Is it possible to change the crm account you're integrated with for Zoho Invoice? I created a test account for the integration, just to make sure it works, now I want to hook it up to my production account. It looks like I'm unable to do that. Thanks!
Copy customized templates to new organization?
I've added a new organization, it's just like the old organization but a new name and location. I would like to copy my templates and email responses from the old organization to the new one (both will remain operational). I would prefer NOT to have to recreate it all in the new organization. Is that possible?
Timer in iOS mobile app resets when task switching
Has anyone else experienced the timer in the Zoho Invoice iOS mobile app (used for time tracking) automatically resetting to 0.00 if you switch to a different app on your phone and then come back into the Zoho app? I understand Zoho is working on upgrading their Time Tracking, but I'm not sure if/when that will occur.
Can I Email a Copy of Invoice or Estimate to a Staff Person
I am wondering if I can send a copy of an invoice to a specific staff person without having to add them to a client's profile... and without sending them to the client. We meet several of our clients in person to pick up payment and it would be nice to present them with an invoice, but my salesperson is not very computer savvy. Thanks in advance for any help!
Timezone is stuck on -08:00
Hello everyone, my timezone is stuck on -08:00 and it cant be changed. i tried to change it from the zoho account and sign out then sign in again but it was the same.
Invoicing for subsidiaries in differenr countries from 1 common Zoho account
We have 3 subsidiaries in 3 different countries, each of whom have a different address. We would like to be able to issue and track all invoices issued from the 3 subsidiaries from one Zoho invoice account. Is that possible?
Start-up Entrepreneur Subscription
Hi Guys, I've recently just started up a very small computer business with little to no customers currently. Which means at this stage I will never need anywhere near 500 customers. I really love Zoho Invoicing as it's a very simple program to use but I find that I don't think I'll be able to afford $15p/m for the first plan. As well as saying that five customers is definitely not enough when expense customers are included also. If there was a plan created with up to 100 customers / 1 user for $5p/m
iOS Mobile APP: Unable to search items
Hi all, I recently updated a number of our employees to the newest Zoho invoice on iOS and have an issue. When adding an item on an invoice/estimate it brings up the list of available items and I can scroll through to select. I cant seem to find the search option that used to be there. We have several hundred items in our list so scrolling through them would take way too long. Am I missing the button somewhere, or was it removed? Thank you.
Synching existing Zoho Invoice Customers with Zoho CRM
Hello, I am currently using Zoho Invoice and would like to begin using Zoho CRM. Based off the following document, it looks like the updated integration is only from Zoho CRM -> Zoho Invoice and not vice versa: https://www.zoho.com/invoice/help/integration/zoho-invoice-zoho-crm-integration.html That being said, how can I setup Zoho CRM to show the invoices of my customers in Zoho Invoice? Would I: Export all of the contacts in Zoho Invoice Import them into Zoho CRM Synch them from Zoho CRM -> Zoho
logo quality
I'm seeking assistance on Zoho Invoice for the Header Background image quality. I can not find any filetype, size or image setting that will give my uploaded background image a quality appearance. Please see attached sample invoice here. When exported to pdf and printed, the worst looking part of my invoice is my company logo. Not something I can send to clients and feel good about. Can someone from Zoho tell me what the optimum settings are, in real terms. I've read a lot of posts here where
Line breaks in Timesheet notes
Is there a way to add a line break in the Timesheet's Log's notes? I have multiple items I had to add in the notes so that when I run a report and generate a PDF all line items are printed in separate lines instead of jumbled up in one line.
Introducing Price Lists in Zoho Invoice
We've introduced Price lists in Zoho Invoice. Price lists allows you to maintain a customized set of rates against the standard rates you maintain for your items. Price lists can be created in any currency. If you create it in your base currency, you can associate it with customers from other countries too. You can choose to mark up or mark down rates (percentage), or enter custom rates for all your items. With Price lists, you can define and maintain custom rates for all your customers. Be it the
Disable the zoho invoice integration with the google apps mail
GMail gadgets for Zoho Invoice will be automatically enabled for the users who installed Zoho Invoice from Google Apps Marketplace. However, if you do not wish to see the gadget in (footer) your Gmail account, then you can disable the app for the user. Once the app is disabled for the user, the users will not be able to access the Zoho Invoice account under the universal navigation bar 'More'. Please refer the image below: To access Zoho Invoice account, the users need to get into the login
Zoho Invoicing
Hello, I wonder if you can help me please. We are looking to see if we can have the Zoho CRM perform Invoicing in the following way... 1. We have a client we log as a Lead. 2. We convert that lead and it adds as a contact. 3. We select the contact and create a sales order. 4. Once all agreed we then convert that sales order to an Invoice. Which also creates an account for this client. Here is what we are looking for... We take stage payments for the job. Is there a way for us to raise an invoice
Conditional Logic
Hi, Saw other posts but they all seem to be old. Has conditional logic been added to Invoice templates, or any of the templates for that matter? I'd like to display certain fields, based on other field criteria. Thanks!
Signing up for Zoho Invoice - email
I am a zoho mail user and I want to sign up for Zoho Invoice. When I attempt to sign up using my zoho email xxx@zyzcompany.com I see this message: Email address already exist....... Yes it exists, because I set it up using Zoho...it is my company email and I want to use it in Zoho Invoice... I was thinking of a paid account but if Zoho can't fix this then I will go to competitive product...
How to insert Estimate based on a particular customer in zoho invoice using php curl?
Hi, How to insert estimate based on a particular customer in zoho invoice using php.Also how to fetch the customers from zoho invoice api? Thanks,
Amount of Customers - Free plan
If a person is using the free account, it's only 5 customers but does this mean 5 customers ever or 5 active customers at any one time?
Webinar - Introducing Auto Charge feature in Zoho Invoice
Hi Everyone, We've introduced Auto Charge feature in Zoho Invoice. What is it all about it? This feature lets you automatically charge your customer's credit card for recurring invoice payments. In case of failed payments, Zoho Invoice reattempts to process it after a few days (set by you). To help you understand it better, we'll be conducting a demo on the Auto charge feature in Zoho Invoice on the 3rd of September. Join us for the free webinar and learn how to: 1. Set up recurring invoices 2. Set
Invoice and Quote Templates with Header and Footer
Would be great if you could define a Header and Footer for each template or a section where we can define which should be on each page and which parts shouldn't break through pages ... ;)
Zoho Invoice not loading
Hi I log in and I get past the 'wait while we work our magic' bit then the application starts looping through the loading sequence. Please help I need access to my account urgently. Many thanks Justyn
Can I send an automated paypal subscription using Zoho invoice?
Hi, I have been trying to find the answer to this but nothing seems to be written down about it in a step by step instuction.We have a web based directory and charge an annual fee to customers of £195 plus VAT. I need to know if Zoho invoice can do the following: 1. We'd like to set up an invoice using PayPal as the payment merchant and automatically have this as a recurring annual subscription amount that is collected form the client automatically each year. 2. We would also like to issue invoices
Seriously: Auto Billing promised since 2010
Hello Zoho Team, I like Zoho a lot, but the lack of the auto billing feature already caused us big losses as customers can simply decide to "not pay". Unfortunately, searching forum archives on this topic is frustrating. The Auto Billing was considered by you one of the most awaited features from your users, and since 2010 your only replies were like "We are yet to implement", "sorry to disappoint", "we will release it soon", etc... Now, please do not reply me you're sorry to disappoint. Do not tell
Invoice to set up recurring billing (not recurring invoicing) with one online payment to PayPal PayFlow Pro
Is it possible for an invoice to include an online payment link for recurring credit card payments? I have a PayPal PayFlow Pro account with recurring billing. I'd like to provide a link for individuals to set up their recurring billing payments. I only want to invoice them once and have PayPal debit their credit cards on a recurring basis. Is this something I can do with Zoho Invoices?
Add options to saving invoices
A lot of invoices I create I manually print out immediately after I create it. When I create an invoice, the only option I have is to create a draft, or send a pdf in an email. I have to go to the email option, go back to the invoice list, find the invoice, and then generate a pdf. It's a minor annoyance, but it would be nice if I could just immediately generate a pdf when I create the invoice, rather than being forced to email. Thanks!
Option to adjust how a business address is displayed
Would it be possible to add an option to re-arrange the way the address fields are displayed on invoices? The way it currently displays is: Acme Company Corp 1234 Street Lane City 123456 State In Canada, we display as follow: Acme Company Corp 1234 Street Lane City, State 123456 I've had a few comments from my customers that I should change this, but without manually changing a PDF file I can't.
Why are invoices that are "Void" showing a balance?
Hello, I have a number of invoices that were incorrectly sent and we are marking them as "Void" - however, when I go to my open invoices they still show a balance? Is this how it is meant to work? What is the best way to handle invoices that were incorrectly sent?
Getting Customer by Search String from Invoice
This doesnt work all times for me... For a few people it doesn't seem to return results. I am searching by first and last name. It works for most, but I can't seem to figure out what the specifics of the cases where it isn't working are. Can y'all posit a reason as to why get customer search may not work sometimes?
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