Delete Online Payments from Invoice
I need to delete Online Payments from invoice ! We are from Argentina and none of those companies operates in Argentina. Also it does not allows me to send an email if Online Payment is not configured !!
After an Invoice PAID how can print a RECEIPT of this transaction?
After an Invoice get PAID how can print a RECEIPT of this transaction?
Payment Mode: Paypal option gone?
Sorry if this is a double post. Seems my last post didn't make it... I'm marking a few invoices as paid, but Paypal is no longer a choice. I haven't changed anything in my settings. Was this done intentionally or is there some bug? All of my customers use Paypal to pay me, so there's no option for me to choose at the moment. Thanks
Attaching multiple documents to an invocie or quote
I have a client interested in quoting, and invoicing. Presently when they send a quote or an invoice they add pages to the invoice. Pages are: Invoice Product Sheet Terms and Conditions Line Card They use PDF Fill to combine them into one pdf file. So when an email is sent out there are not multiple files but one file with all the relevant pages in it. It can be 4 pages to 9 pages depending on what is ordered. Is there a way to create an invoice template that will allow the user to combine additional
Address Formats bug
Hello: I want to report a problem. I want to change Address Format of Organization using preference settings, as seen below: If I click on Edit customer format, I can see the Placeholders. But, if I click on Edit Organization format, the box is empty. So, I insert a Placeholder, just to test... And what I get... customer address updated.
Search Customers by Email
I'm using the API on to to link customers to their respective companies after registering on our company website. To make it easier for the customer I'm linking them to their CompanyID based on the customer's verified email. Currently, the API only supports searching the customer list for "Customer Name" and "Customer Notes". In order to circumvent this, I've had to paste the customer's email(s) into the note fields and search them for emails. It would be easier and more logical if we could search
I cannot find your invoices or bills (that is, my payments to Zoho service)
I cannot find invoices or bills for my payments to Zoho services :(
+++123/1234/12345+++
Hi, I use "ZOHO invoice" for 3 years, with the French mode. I want to automate a structured payment communication(+++123/1234/12345+++) in the invoice !. Can you help me? Thank you.
Japanese Date format with new UI has major flaws and needs improvements
Hi, I am a paying zoho user since three years. Based upon scary experience until now, how zoho has suddenly implemented new features where the result have been turned to the worse for us users, I have by purpose waited quite long before I switched to the new UI. Overall, the new UI looks promising and good, and I think it can be useful after further development by zoho. However, the new UI does not handle date format very well. Therefore I need to switch back to the old UI. All my customers are japanese,
Export Zoho invoice
Hi, I need to export my invoices from Zoho invoice. I cannot export more than 10 000 records (detailles invoices). What can I do to export them all ? I just need the balance (10 000 records) and I don't need the detailed view (70 000 records) . Thanks for your assistance, Fred,
Exporting - add a date range
It would be helpful if your export functions allowed the entry of a from/to date range. We import 800+ invoices a month and 1000+ payments - exporting the entire list each month is getting....large. Hopefully, we won't hit a limit anytime soon - but the ability to specify the date range would be helpful. I also looked at retrieving this via the API. It seems to support a single date (invoice or due), but not a range and the payments and credits API appears limited solely to a specific invoice, What
Payment Reminders based on invoice sent date?
The automatic email reminding customers is a great feature. Can it be based on the date the original invoice was sent instead of the date the invoice was created? When I do work for a client I create an invoice but I usually wait a few days or even a week or two before sending the invoice. It is common for the customer to request small changes to the project that I want to capture on the invoice.
How to work with Invoice API create a customer payment?
I am trying to cal an API to create a customer Payment. My Code is <%{ authToken = "<myauthtoken>"; invoiceMap = { "invoice_id" : "489509000000031013", "amount_applied" : "10100", "tax_amount_withheld" : "" }; baseUrl = "https://invoice.zoho.com/api/v3/customerpayments"; jsonMap = { "customer_id" : "489509000000030001", "invoices" : "[" + invoiceMap + "]", "payment_mode" : "Cash", "description" : "", "date" : "2014-03-27", "exchange_rate" : 1, "amount" : "10100", "bank_charges" :
Ability for customers to view invoice and status online
I like just about everything on Zoho Invoice, except there's no ability that I can see for a customer to view the invoice online and see the status (sent/awaiting payment, paid, overdue, etc).
Zoho Dashboard is Down 10:35 EST - Anyone Else?
Anyone else? 3 browsers: Chrome/Firefox/Safari. Suddenly, all show blank screen for: https://invoice.zoho.com/app#/home/dashboard Culprits? .js ? .css? https://css.zohostatic.com/invoice/Feb_19_2014_4_17642/zbooks/assets/styles/app.css ??? https://js.zohostatic.com/invoice/Feb_19_2014_4_17642/zbooks/assets/vendor.min.js ??
Dashboard settings
Is there a setting so when viewing the dashboard I can view sales and receipts for the current calendar year? Currently by default it shows the past 12 months. I would like to be able to see just the sales and receipts just for 2014 YTD.
Stange line with "Minimalist" template
Hello, I'm using the "Minimalist" template for my invoices and it works well when creating and in preview. Although in the pdf and in the print preview I can see an additional row after the only item inserted with a 0 in the rate column. Is this a bug?
Print Remark on a new page
Hi Is there a way to print the Remark on a new page, i can have long remarks and i do not want to have it separated on two pages. Regards
Can't see all unpaid invoises in "invoice payment"
Hi! I have one inconvenience in using zoho invoices. I have one customer with a lot of counts of unpaid invoices (at this moment he has 109 unpaid invoices). When this customer pay for his overdue invoices I go (in new version of the site) to Contacts->choose him-> new transaction -> invoice payment. On this page of the site I see his unpaid invoices. But inconvenience is that I can't see ALL his unpaid invoices (at this moment I see only 99 unpaid invoices instead 109). Also I can't sort the list
Payment Option. Need to select every time.
When creating an Invoice I need to select the "payment option" every time for some Customers. For others it remembers the payment option (Braintree). Is there a way that once a Customer has been Invoiced that it remembers the "payment option"? For some Customers it remembers "braintree" and for others I need to select braintree every time I create an Invoice.
Change Currencies disabled, for imported CRM accounts?
Hi, I have accounts that i have imported from CRM, now i want to change the currency to USD or AUS. However, I can not seem to be able to do this! can you please advise as this is a big problem! The issue, I can not specify the Currency in the CRM, as such I have no way of telling invoice that this client should be using USD $ or AUS $ etc.... Abs
Re: online payments
Hello, I had a complaint from a client. The invoices sent to him contain wrong link to online payments. The link is to client portal, not to paypal page for the payment. Please note that portal client is not active for the client.
Is there a way to view the frequency, last invoice date, and next invoice date all in the same location like in the older version of Zoho Invoice?
Above is the screenshot of what I am talking about. In the new version of Zoho Invoice, you can't view all these things in the same location. Do you know where I can view all these things in a list like the old Zoho Invoice?
Z invoice password
Can Zoho invoice be setup with its own password independent of the main zoho account (to keep unwanted hands out of our CRM, email and such). Greg Aanes 2109 Queen Street Bellingha WA USA
Auto Fill for Contacts and Shipping info
In the Old version when entering a new Customer there would be auto fill options for Fields: City, State, Ect. In the new version I am not seeing this. Also can you please add a way to save Ship To addresses? I have 1000+ Customers that when I create an Invoice I have to re-enter the Ship To every time because it changes frequently. It will only remember the "default" or the last Ship To address used. I would like to have a drop down box of all the Previously used Ship to Address for that Customer
email "Payment Thank-You"
Hi, help me, please. I can't sent email "Payment Thank-You". Going to "contacts"->choosing customer->"new transaction" -> invoice payment, fill the payment recieved i see "Email To" and e-mail adresses with checkboxes. I choose e-mails, including my e-mail, but I don't recieve nothing, and I presume that others too. Please tell what is the reason
Zoho Invoice and Paypal Subscription Payments
Hello all, So I've tried looking around the forum and haven't found an answer yet. My question is this: Can zoho invoice be configured to set up paypal subscription payments? I do love the auto-billing feature and it's a good feature. However, I really want to make the payment process as automated as possible and make it void of any manual intervention by either myself or my clients. If it is possible, how do I configure that feature? If it's not, is Zoho looking at making that functionality available?
Ship to Address created in Estimate does not copy over to the Invoice
When creating an Estimate and adding a Ship To address it will not remember the Ship To address. For example: I create an Estimate (no 01) for a Customer that I use several Ship To addresses. In this case I Ship to 123 West Main Rd. Zoho now remembers this as the Ship to Invoice. Now I create another Estimate (no 02) and the Ship to is now 456 East Main Rd. When I go back to Estimate No 01 and "Convert to Invoice" it uses the LAST Ship To address (456 East Main Rd) not the (123 West Main Rd).
"Balance should occur at least once" error when creating new invoices
It appears that Zoho Invoices has problems with the latest dev version of Chrome: Whenever I try to save an estimate it produces the following zen-like error (at the top of the screen): Balance should occur at least once This makes no sense for an estimate. It's probably something wrong with the JavaScript code on the page or a bug in the dev version of Chrome. Either way you should get your devs on it to figure it out before it surprises anyone when the next version of Chrome comes out. Only
Can't attach a file to invoice
Hi, I'm having a problem attaching a PDF file to an invoice. I use this functionality all the time and normally it works fine. However, today I am getting an error message "Invalid value passed for attachments" after I attach the file and then press "Send". Any help with this is appreciated! Regards, Mark
Difference between "net 5" and "net 30" in the field "due date"
Hi! I have some customers with the Payment terms "net 30". Recently have noted that for the field "due date" for this customers fills automaticaly with next logic: date of creation + 29 days. For another side, I also have some customers with the Payment terms "net 5". But for field "due date" for this customers fills automaticaly with another logic: date of creation + 5 days. So, for them I must change "due date" manually. Is it a program error?
sending invoice without pdf attachment
Is it possible to send an invoice email but without the default invoice pdf ? I need to send it with my countrys oficial invoice only, wich I attach manually. Thanks for your help
how do i set auto billing ?
i want to add auto billing i working with monthly subscription for example a customer needs to pay me 500$ a month i want to insert his credit card / bank account once and i want it to charge him automatically and send him an email for the payment i also want it to use customer credit notes before the payment , so if i gave the customer 200$ credit note for this month its will only charge him with 300 is it possible ? thanks
Deleting an invoice when a credit has been applied to it.
Hello, I'm still testing your Zoho Invoice software. I have ran into the following issue: I've set up a test customer. For which I have opened an invoice and paid the invoice with a credit note for the same customer. Now I want to delete the invoice but I can't. I get the message: "This invoice has credits applied to it. Hence, it cannot be deleted." Next I went to the credit note to delete it but I can't delete it either. I get the message "Credits applied to invoice(s) or refunded cannot be deleted"
Adding New Users
When I add new users, they can't see the invoices or contacts or anything that I can see. For one user it has worked. I'm not sure/can't remember what we did differently. What do? Can't remember if it has to do w/ the ZSC key and if so, whose do we use and where do we put it?
Missing notes and Terms & Conditions when an estimate get approved
Hi All: I would like to transfer the information from notes and Terms & Conditions of an estimate, to an invoice automatically when the estimates get approved. I made plenty of test and the only informations missing are notes and Terms & Conditions , the rest is working O.K. Thanks.
What happened to the Discount column on quotes and invoices?
I can no longer show the discount column on my quotes. How do I enable it? thanks
Invoice Templates -- Why can I not see the dropdown menu in the top-right screen of my Edit screen to change invoice templates?
In Edit mode, other users in our department see a dropdown screen in the top-right corner which allows them to change templates for the invoice. On mine, it is blank. The "Edit" row is there at the top, but there is nothing to the right of it all the way over to the right side of the screen. Can someone explain why and how I can remedy this? Thank you.
Custom Invoice Template
I am a custom invoice template user and we rely on it on some critical business requirement. I once reported the sometimes the PDF got performance issue and I really appreciate Zoho team is working on it. But I am very disappointed by the solution - disable HTML editor completely. Create User Case would not do it. YOU CANNOT SATISFIED ALL USERS WITH USER CASES !!! How many templates you want to create ?!
Automatic billing of overdue invoices only
Is automated recurring billing set up yet? Particularly, all I need is to automate the billing (with authorize.net) of overdue invoices. Ideally, it would only occur after an invoice is 3 days late and the reminders have already been sent. Thanks
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