Separating daily work
Is there a way to separate the invoice by days? Such as Monday the first line, a description of that days work in the next and the hours and items below that? and so on for the rest of the week?
Add expenses to existing invoice
Is there a way to add one or more billable expenses as a line item to an existing invoice, or to add them to an invoice I am creating? Or, alternatively, a way to mark billable expenses as paid without generating an invoice for them? If I have to do domain registration for a client, and pay for hosting, I record these as billable expenses. When it comes time to charge the client for these items + my time, I have to turn both expenses into an invoice and do another another for my time. This is 3 separate
Invoice displays wrong headers for item table
Hi, There's an apparent problem with the labels above the items table in Zoho Invoice. I have two different templates for my invoices: one in English (the default one) and one in French. When I go to the templates settings and choose to edit or preview the French template, the labels show up just fine. But when I go to create an invoice with that particular template, the "Item & Description" as well as the "Qty" headers are still in English! I believe this is a new bug because it used to work before.
Update ARB CC info with payment form?
Hi, I have ARB subscriptions set up in Auth.net and I have my Silent Post URL set up to add invoices to Zoho Invoice for the appropriate Customers/Contacts. Sometimes subscriptions are declined and Auth.net is notoriously bad at dealing with declined payments. Is there a way I can set up Zoho Invoice payments to collect the new CC information and update the existing ARB subscription CC information with it so that they won't have to pay through Zoho each month? Thanks, Gabriel
ZOHO CRM invoices & ZOHO Invoices- which one?
hi, we have the CRM module and it can send out invoices. So if we sign up for this zoho invoice, how does it reconcile with the crm module... do they invoices have the same invoice #? and how about all our products? how do we load it into the invoice?
How and when do customers sync from CRM?
Do I have to manually tel Zoho Invoice to sync with contacts in the CRM? I am trying to programmatically add contacts and create invoices for them using the API but I am running into the problem of a missing customer ID for newly created contacts.
Using Contact ID (from CRM) to get Cusotmer ID (from Invoice) isn't working
Am I using the wrong url here? https://invoice.zoho.com/api/v3/contacts/[CONTACTID]/?authtoken=[AUTHTOKEN]&organization_id=[ORGANIZATIONID] I tried doing this with the Customer ID replacing contact ID and of course it works fine.... the problem being I have the contact ID and not the customer ID. I was told I could use the Contact ID to fetch the Customer object with the Invoice API. What do? **Edit: I need to run through a lot of contacts so I need to come up with a way to not use the SEARCH method.
Organisation profile
You standard have these boxes in your organisation profile. Your Logo Organization Name Industry Adress Contact Email But in the netherlands it is normal to also add KVK Nummer (Chamber of commerce number) BTW Nummer (Tax Number) IBAN (Account number) BIC Code How can I add these? Since i need them on my invoice..
Need programmer to develop a shopping cart with Zoho Invoice
Hello, I need a programmer du develop a plugin for me only to use with my website... Please contact me via skype (marc3k) if you are interest. I’m using Zoho Invoice to send invoice to my client when I do job for them (IT). I recently add a Webhosting product to my product. I want to be able to use Zoho invoice with the webhosting. I when people select their webhosting plan, I want them to be redirect to a web page. On that webpage, their will have to enter all the info for the order. That has to
Can I delete all Invoices (and/or Payments)?
I accidentally messed something up with my programmatic approach to adding Invoices and I need to delete them all (but I can't unless I delete each payment individually). There are about 300 Invoices (and payments). Can I delete all payments at once?
I have an .osd for an invoice, how do I...
What's the best way for me to do this. Here's what I have been doing. I have an .ods (OpenOffice Document) that's a spreadsheet we use to create an invoice for a potential customer. I have been creating it on my desktop and saving it as a PDF and emailing it to the client. What do you recommend I do to simply and make more professional? As of yet I have not tried "Zoho Invoice", because I already have an invoice. I don't want to have to learn another thing to send invoices. Is that possible?
Year End Reports
Hello, I am looking to do a report for our accountant where it includes Client Name, Invoice #, Date of payment, Amount, Tax and Total. I am able to do one report but it does not separate the tax into a separate column. It only includes it all together. Is there a way to extract the tax so that it shows separately? Any advise/tips would help! Thank you. Jennifer
Creating an overdue invoice
How can I create an Invoice programmatically with an overdue status? Alternatively, can I set the status of draft Invoices to overdue? Thanks, Gabe
Timelog - minutes
Regarding timelog: "HH:MM" I manually enter time. Is the "MM" 0-59 minutes? For example, if I spend 2 hours 20 minutes is it as simple as entering "2:20" or do I need to do some formula? This must be obvious to everyone as I didn't see this question in the forum. Thank yoU!
Multiple billable expenses for one client?
Using your invoicing system I have entered a couple of expenses for a particular client. The system does not appear to allow me to select multiple billable expenses and create an invoice for the client? Surely we do not have to create a separate invoice for each billable expense?
Recent UI changes in Zoho Invoice
Dear Customers We moved in some UI changes recently to both Zoho Invoice and Zoho Books. Since we did this, we've been receiving questions. Hence, we are listing some of the changes, that we'd like you to know about: The quick search option: The quick search option on the right hand side of the page, is not available now. As an alternative, you may use the search option right at the top of you list; only till we have the quick search option back. Sort by: The earlier UI had a separate 'sort by' drop
Invoice Ship to not showing up
I go to edit template and add Ship To and save but when I go back to create invoice Ship to does not appear How can I get Ship to on the invoice ?
Custom Field in Invoice Details
We have prepaid and postpaid customers. Right now when we download Aging file, we have to manually bifurcate these customers in excel. Is it possible to have custom field whereby we can have a flag/dropdown to choose Prepaid or Postpaid customers. So we can download only Postpaid customer details.
3 Support Questions
Hi I've switched over to the new system which looks v nice indeed, but I have a few questions: 1. Can I change the time period for total receivables and sales in the dashboard? 2. If I have 2 organisations set up, can I transfer old invoices or estimates between organisations? 3. We've noticed some data missing from invoices when printing from Zoho (e.g. field labels such as VAT and subtotal). Has anyone else reported this?
Disable/enable contacts for a client
Hi, I have a number of clients that have 30+ contacts, when i import these into the invoice application, all i want to do, is enable a 3 or 4 of these contacts to have Portal access. However, I can not do anything to change this at the moment, and I do NOT wish to delete contacts from Zoho CRM, as they are important! Any ideas? Cheers
Set payment term during invoice creation via API
I am using Zoho Invoice to create some invoices, only with the API. Is it possible to add specific payment term, only with the API, on the same call than invoice creation (not with another api call as visible in documentation) ? Best regards
Unable to save Timesheet duration properly
Hi everyone, I can't believe I'm the first one to report this, but since this morning (Feb 25, 2014, 10:50 AM EST), I am unable to change the duration of an existing Timesheet entry in Zoho Invoice. The bug is actually very easy to reproduce. Here's what I'm trying to do (and was able to up until this morning): Go to the Timesheet section Choose an existing task (I'm using one that I tracked using the timer) Note the time on the counter for that task, for example 4:05 Click on it to load the 'Edit
Double print in same page
I need to print a double copy of invoice in the same sheet. I use pre-printed modules in a A4 format , divided in two . One part is for me and one is for customer. (I know is complex, but we are talking about italian laws...) Is possible to customize the page in this way?
Missing providers section to become a small accounting application.
At the moment, you can manage all the information related to your customers but you can not manage information related to your providers. Let´s say that we need the following sections in order to have an accounting application: Accounts receivable (where the company enters money received), Accounts payable (where the company enters its bills and pays money it owes), General ledger (The Company´s boks), Billing (where the company produces invoices to clients/customers), Stock/Inventory (where the
purchase invoice
Hi, This software is very good... to manage the selling invoice. But I think it could be nice can manage all the purchase invoice in order to give a really complete accounting managament system. Do you think will be implement in the future? Thanks for your answer. Davide
pdf format
1) if the invoice more than one page, can add page number on the end of page? and mark invoice number on second and after page? 2) how to email the PAYMENT RECEIPT to client? 3) can add the invoice number on PAYMENT RECEIPT? (https://invoice.zoho.com/app#/paymentsreceived)
Add a column to invoice
I would like to know if there is a way to add acustom column to an invoice. I would like to add a shipping column and a tax column so I can enter a fixed amount for shipping and a fixed amount for tax per line per item Here is what I am looking for Qty Item unit Price shipping Tax Total Thanks
Can't Open File when Printing or Exporting PDF
I get a pop up box that says "Can't open this file. There's a problem with the file format" when I try to "Print" or "Export as PDF" in Zoho Invoice. I recently got a new computer that is running Win 8.1. I never had this problem before??
Bitcoin Currency Support
I've started to accept Bitcoin from my customers for payment as well as paying for online services. The currency code is BTC and the currency symbol being (re)used is the Thai Baht symbol ฿ in the same way as the $ symbol has been reused for different currencies. Any chance of adding support for this currency? If not I'm just going to have to keep using Thai Baht / BTC, but that's going to cause an issue later when we start doing business with Thailand. Many thanks
Give staff access to Estimates
Does anybody else know how (if possible) to give staff access to estimates section. I would like staff to generate estimates to send out, but not access the rest of the invoicing. Currently they can log their time, but every time they need to send out an estimate managers have to do this. This would be a really useful feature and I feel an easy option for the development people to do (its just permissions at the end of the day).
How to send invoice through API
Hi, I'm working with the Invoice API and most of it goes well ! I am however struggling with the 'send invoice' instruction. I read that I can send out the invoice upon creation, by adding the Send=true parameter. But I don't know where or how to integrate this. On the other hand, I'm trying to email an already created invoice, and am sending following data through a post request: $data = "<Custom.Subject>This is mail subject</Custom.Subject> <Custom.Body>This is the mail content</Custom.Body>
Zoho Invoice Payments Thru Paypal
Hello! I have business payments setup through Zoho Invoice for Paypal. This is my first time using Zoho Invoicing and didn't know if my customers would then be directed to pay to paypal when they clicked the link that asked them to pay online through the email invoice template I created. Since these are also going through PayPal Business Payments, I wanted to ensure that the fee would be $0.50 like other paypal business payments I have received in the past from another company using the same payment
Adding items in an invoice
I have a contracting business that performs similar tasks. A simple example might be "Clean for sale". I would perform a task like this on multiple jobs but the scope is different for each project. When I create an item for an invoice it indicates that "item already exists" if that same term was used for a previous project. As I mentioned the scope of work is different for various projects so the amounts differ. Is it possible to create the same line item for different projects without receiving
Can't Export Customers Anymore? No customer reports?
I can't export contact or customer information in the new version of Zoho... The choice is missing. Only import exists now as a choice. There are all kinds of reasons one needs this. Am I correct? Cheers, Neal
invoice template
How to add company Phone and Fax number to company header?
Using Zoho Invoice for a shopping cart
Hello, I'm using Zoho to invoice my customer when I work on IT stuff. I'm now selling webhosting from my website. There is a way to create a form so when user chose a plan, send them to a form, client will enter information, pay for the plan that their chose and after send me an email so I can create their account? Thanks, Marc
payment using zoho invoice API
By logging in to zoho website, we can send email to coustomer to pay via playpal/authorize.net (using link in the email) Can we generate link using your invoice API and use in our Application? can you tell me how to do this? if it is not possible, can you please suggest other way? -thanks,
How can I add two columns in my invoice template??
Hi, I need to add two columns in the plain invoice. One to show what type of TAX it is (i.e. either 21% or 6%) and the other columns to show how much is the TAX, so that in the last column (Amount) shows the total amount for that item. Thank you. Murray Harper
Import Contacts broken
In the past two days, you have changed/broken the Contacts import. In Step 2 of the process where you map the fields/columns of the import file with your matching columns, the 'Customer Name' column is missing. It was working two days ago- and we have created code to export our data into a CSV with matching column names, which no longer works. Was this change intentional? If not, please fix this asap.If it was intentional, then is there a way to get notice of schema/layout changes as we have created
Can the User Type (Staff) create projects and tasks?
Hello, general inquiry here. We just started using Zoho invoices and have a couple of questions on user types: Can a Staff user create projects and tasks? With the default setup, only admin users are able to create projects and tasks. Is this right? So what is the difference between a staff user and a staff user with time tracking access? Law
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