Set Default field values for Payments Received
Hello, Is there anyway to set what the default values are when we receive payments? 9 times out of 10 our payments are sent in by check - is there anyway to make that the default value? We process hundreds of payments so it'll be a time saver. I know this functionality exists on Zoho CRM, I just want to see if it's possible to bring to Zoho Invoice
Not shown Tax Name and value on Pop up when click on item Tax to applied Tax in Edit or Mapping any Sales Order to Invoice
Dear Technical Team, I am just writing you about Invoice and Sales Order in edit or Mapping modes problem. When I am going to create a Sales Order then I can apply tax and view these taxes on popup but when going to Edit existing Sales order then I am not getting that applied taxes on pop up but its value shown in page also means below item details. Same thing happening with Invoice when I m going to mapping any sale order then it arise. Please solve it as soon
Price Books in invoices based on another field?
I am trying to help out a client with a ZOHO invoice need. They have 1 price book now and when they select ZOHO invoice from the Customer in the CRM to create an invoice they have the item details linked as a lookup field to that Price Book. What they want however is to have several price books with each connected to a property. So if I am invoicing a customer at The Oaks property I see only The Oaks price book when I select the item details for the invoice. When I invoice someone at Windermere
zoho invoice for windows phone users?
I reckon they could bring zoho invoice App for windows phone users as well. As it makes it lot easier to work with.
Zoho Invoice & Zoho Reports
Is there anyway to automatically pull data from Zoho Invoice to Zoho Reports? I'd love to be able to schedule a weekly custom report that gets emailed to a distribution list. I know Zoho CRM is connected, is there a relatively easy way to connect Zoho Invoice?
sending letters during few hours
Hello! I noticed that the emails with invoices and "payment thank you" sent to the customer for a very long time - the delay can be 3-4 hours. I know when the letters come because put checkbox "send me a copy." Tell me, please, what it can be connected with? may be the reason is the difference in hours or another, or what the another reason? thanks in advance
URL Too large
Hi, I'm trying to create an invoice via the API and I'm getting an error that the URL is too large - which makes sense since URLs have length limitations. Can I send the JSONString at the POST body where there are no limitations? Putting it on the url makes it impossible for create invoices with more than a couple of items. Please advise. Thanks, John
Placeholder for Job Title?
Is there a way create a placeholder for a job title? I used to do my own invoices but now I've hired an Office Manager. Although when my Office Manager is out of the office I'll have to do my own invoices and would hate to keep changing the Job Title on the signatures all the time.
Draft invoices...How client could have seen it?
Dear Support: As long as I know, at client portal just appears sent invoices... How client could have seen a draft invoice as show on attached image? Regards, Mauricio.
Purchase Order in recurring invoice
How do I add a PO# to a recurring invoice?
Comments available on mobile app
Hi: We are using Client Portal feature of Zoho Invoice. There our clients made comments on estimates and invoices. We would like to see those comments on the mobile app, since the new interface of Zoho Invoice is not "responsive". Cheers. Mauricio
Record expenses while in offline mode
Hi, I am using the Zoho Invoice Android App (and loving it). My main use of the mobile app is Expense recording. Although internet connectivity is increasingly easier to find, there are still those awkward spots where you just can't be online - recording expenses "locally" until network is available and synchronising then would be a great time saver - I'll often record the expense as I pay, but if I had to do it later, it opens an opportunity to forget! Does this make sense?
All charges associated with a client on one invoice?? Is this possible
Do I have to send 2 different invoices to a client inorder to charge for time and items? Is there a way to have all unbilled entries whether it is hours or products, accepted estimates etc bill on ONE invoice?
upgrade and downgrand auto billing?
If I were to subscribe to authorize.net and use the auto billing, would I be able to upgrade/downgrade my clients billing? For example: My clients have the option to add on services (which bill monthly). A monthly plan for example is $50/month but the client wants to add on an enhancement that is an additional $10 per month = $60/month. Would I be able to append onto an existing subscription (auto bill) - or would my client get multiple billings? I have several add on options and I am trying to just
Coupon Codes for online portal?
Hello, Is there anyway to have coupon codes setup for users, so when they log in they can redeem them off their invoice? We'd love to use that as a way to entice people to pay their bills online. Thanks.
How to use Invoice and CRM together without importing/exporting contacts?
I'd like what I'm doing in Invoice to be reflected in CRM, at least as far as the customers I've already set up in Invoice. Is there no interconnectivity between the two? Right now I can only see one way to populate CRM with my customers, and that's via export from Invoice and import to CRM. That seems kind of "broken" to me given that Zoho is marketed as a sort of "all in one" suite.
New in Zoho Invoice: Expanded List View & Grouping Preferences
We are happy to announce that we have brought back Expanded List View and have grouped the preferences in Zoho Invoice. Expanded List View Now you can find the most important details of the sales transaction details without selecting any particular transaction. At any point of time If you wish to return to the expanded list view from the detailed transaction view, simply click on the 'close' icon placed on top of the detailed transaction view. Grouping Preferences The endless scrolling to configure
Integrate zoho invoice with zoho mail
I would like to be able to send invoices from my Zoho mail. Is this possible?
Price book info from CRM to Invoice
Hi Hope someone can help. How do I get the price book info from CRM to Zoho invoice, is there a step by step procedure? Can the price book info be synced?
Written off report
Hi there, Please advise how to take written off report in Zoho Invoice (New Version) ?
Adding a signature
Hello. We'd like to add an email signature that we can use when we send recurring invoices. Is it possible in Zoho Invoice to create/add another signature?
Signature
When i go into invoice, select an invoice, send the invoice via email a default message and a signature we created is already filled in, in the body of the email. I figured it was the "signature" feature under settings. I went to Signature and changed it, saved it then tested it out again by sending an invoice but nothing was changed. Is there another area i have to make these changes. I have tried to google and looked through the site but I'm lost! Help zoho! :)
Sending invoice with one broken email-address
hi, have noticed one strange thing I have to send invoices to one my client on 6 email-addresses. I do it through Zoho. One of that email-address sometimes works sometimes - not (sometimes I recieve letter "Undelivered Mail Returned to Sender" ) nevertheless it is important to me to keep it in the recipient. My problem is that when this one e-mail does not work, all other recipients receive not full letter (invoices are in attachment, but the text is not completely). Please tell me why this
Adding Company and contact person's name on invoices
Hi Zoho, I would like to include a contact person's name above their company name/address on invoices (beneath "Bill To:"). Is this possible? I've tried editing the contact's details, however I can only seem to get either the person's name or the company name to display. PS: I love Zoho Invoice – it is by far the best invoicing software I have tried. Thank you.
Invoice for Multiple Projects
Is there a way to invoice a client for multiple projects on the same invoice?
Adding non-billable time entries
We manage want to be able to manage all of time in Zoho. Is it possible to add non-billable time entries? Or even convert a time entry to billed without actually creating the invoice?
Time Tracking time entry time log
Hello, When logging time by start and end time instead of number of hours, is there a way to enter time using A.M. and P.M. instead of a 24 hr clock? Also, I would like for the report to include this start and end time instead of just the number of hours worked. Is there a way to do this? Thanks, Teresa
Over payment of Invoice
Hi. I have two customers that I do a lot of work for and are invoiced weekly so there can be a few invoices that need paying. When they pay me it is usaly a round number and will cover more that one invoice, if I enter the whole amount in the oldest invoice will the extra show up on the next invoice. Thanks Jes
Currency Format: Add option 1'234'567.89
Hi I would like to have another Currency Format: 1'234'567.89 In Switzerland we use a single quotation mark (not curly) to separate thousands and a dot for the decimals. (see also http://en.wikipedia.org/wiki/Decimal_mark#Examples_of_use) Why don't you just provide a field for the decimal separator and a field for the thousand separator and the users can then choose on their own? Regards Jonas
How can I get my timesheet details into a client's portal
My clients would very much like to keep track of my hours on their own through their portal .... is this possible ? or In the works ? Thank you ! BabaOo
Need help in getting the PDF copy of a invoice
I am not able to get the PDF od a invoice in 1 single page. It is breaking up into 2 pages
How can I make a recurring invoice/receipt that is being paid by a direct Paypal monthly subscription ?
I have clients, which pay me monthly a fixed rate directly via my paypal account. (I'M NOT USING ZOHO for this) Those clients are also being invoiced (some punctual & some recurring) for different other products & services I provide, and Zoho Invoice takes care of all that. But I want these external recurring paiements on paypal to show under my projects, reports and dashboard...Basically I want them to be calculated into Zoho Invoice, so I can balance my projects and know when my clients need to
Modify Notes when the timer is running
Suggestion. Allow access to the Notes Field on a Timesheet while Timer is running. I use the "Timer" a lot in Invoicing. It helps me keep track accurately and I love it. I'm a contractor. I'll show up on site, start the Timer and I see the animation to the right indicating the clock is running. But, I'd like to be able to add and modify to the Notes field as I complete each indiv task throughout the day. The only way to do that now is to STOP the timer, add or modify Notes, then RESTART the
Visibility & Access
Hello, I recently started using Zoho Invoices and have added a few more users to my account. However I noticed that other users under 'Staff Role' can: 1. Delete your account 2. Enable and Disable the ''Two Factor Authorisation'' option 3. Have Visibility of all Expenses 4. Manage the 'Allowed Ip's'' Shouldn't these options be only available to the ADMIN user? I don't feel safe that ' Staff ' users can have access to these options. There must be some way that this can be disabled from them; or if
Travel Expenses- reimbursement by mile
Can Zoho Invoice calculate reimbursements by mile for travel? Is there a way to customize more fields for expenses?
duplicate contacts
I just used the import customers from CRM feature. It worked well, except now I have some duplicate contacts (I had previously entered contact info manually). Is there a way to recognize and merge duplicates? - Thanks, Brian http://www.redpelicanmusic.com
How to send invoices with Gmail?
I'm using a basic Gmail account for my business, not a Google App account. I am also utilizing a service that allows me to track email opens and link clicks. It would be very helpful to have an option to send my emails via my Gmail account instead of using the Zoho Invoice interface. Is there currently a "Send with Gmail" option?
Json not well formed when creating customer payment.
Hello, I am currently integrating zoho books with woocommerce via the zoho books api and a custom plugin that I am writing in php. I can create a new customer, item and even invoice, but when I make the call to record the customer payment which is defined HERE: I am getting an error that my json is not well formed. I have been struggling for a few days now trying to get this to pass, but so far no luck. I would greatly appreciate it if anyone could tell me what is wrong with my json or point me
how to Change Invoice number format
Hi, I am using ZOHO CRM along with zoho invoice. Once I create a new invoice Zoho automatically introduce an invoice number (like 428036000000612009) which seems too big. I like to make invoice number on small digits like 50550-onward. How can I do that? Thanks, Khan
Create one invoice for multiple projects for the same client in Zoho Invoice.
Hello Zoho Invoice users, Many of you would want to create one invoice for multiple projects recorded in Zoho Invoice for the same client. This forum post will help you with the instructions to create an invoice for several projects recorded in Zoho Invoice. First, you can create projects, create tasks for the projects and record time entries against them. The image below will show one customer having multiple projects in Zoho Invoice: Once you are ready to invoice these projects for the unbilled
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