Additional fields for sales-tax and company-ID do not appear on invoice template.
What should I set? Data are entered.
Need to delete an incorrect invoice from Zoho
I accidentally recorded a full payment instead of a partial payment. Can you help?
Invoicing a Customer from CRM
I am desperately trying to figure out how to write an invoice to an existing customer record in Zoho CRM. How do I do this?
Date of entry option per line
Hi there, Been using Zoho Invoice for a few years now and find it very useful. One feature that would be helpful to me is to have the date/time stamp of the entry of a line added to the invoice. As an IT technician i have some jobe which are multi day and can be spread across a couple weeks. Some of my clients want the date of each visit included with the billing per that day. Right now i have to manually enter that in and when i am in a hurry sometimes its just one more thing to remember. It seems
Is there a way and any documentation to create/update Time Tracking entries in Zoho Invoice using the API?
Hello, I have looked through all of the Zoho Invoice documentation here https://www.zoho.com/invoice/api/index.html I don't see anything that allows me to create/update Time Tracking entries in Zoho Invoice using the Zoho Invoice API. Any guidance or help will be greatly appreciated! Thanks!
Project invoice : You don't have any project please contact support...
Why can't I invoice directly from project ? There's an error message telling me I have no projects... but I have! Help please!
In my invoices I have the normal columns (Item, description, Qty, Rate,Amount, price), can I also have "Date"?
In my invoices I have the normal columns (Item, description, Qty, Rate,Amount, price), can I also have "Date"? I do weekly invoices and need to show what day the job was done. I've been just manually adding a date in the description.
How do I change my default email address?
I have several email accounts set up in Zoho mail, but when sending invoices it uses my default email address. Is there anyway to change it so it sends from my alternative email addresses, or is there a way I can choose this when sending an invoice? (as i run several businesses). Thanks Mick
Please fix Zoho Invoice so the browser back button works as expected
Right now I always jump to my dashboard/home when I hit the back button. It's a bit frustrating.
Unicode support error on invoice
I used the BTC/Baht symbol for my currency and it is not rendered on PDF output of an invoice.
Only bill for 50% of invoice amount?
I have an Authorize.net gateway and we want to setup fixed billing through Zoho Invoice. The way our billing works is a client pays 50% upfront and 50% at a later date. With the current Authorize.net placeholder the links brings the client to a page where they can't edit the amount they're supposed to pay. I'd like the client to be able to edit the "Pay Amount" line in the Authorize.net payment area. On a side note, I'd also like to change the text that is automatically added to the link of the
change invoice number
Hi. I need to change the invoice number. I'm new at Zoho, but I've already made some invoice, so I have to change the number in order to keep it organice. thanks
Payment reminder goes out after recording payment
Hi Found something pretty annoying, I recorded payment on an outstanding invoice but the system still send out a payment reminder after it was closed... this will get my clients upset :-( Anyway to prevent this ? Regards Sean
Entering tax on bills
Hi, First of all, is there a forum on the full Zoho Accounting package? I can see only the Invoices forum? Main question: When I record a bill, Zoho doesn't give me the option of "tax included / excluded". Am I missing something? Without this option, I have to do a manual calculation of the tax on the bill amount for those bills that don't specify the tax. This seems a pretty significant oversight. Can somebody put me right on this, or can Zoho tell me when this omission will be put right? Thanks.
Zoho CRM to Zoho Invoice
How can I import data I've inputed into Zoho CRM (customer name, address, contact, etc.) into Zoho Invoice information. David
Stripe issues - Australia
Hi Team I have set up a Stripe account in Australia (its in Beta here but works fine). I have entered my Live Secret Key into the required setup field. When I do this, I see that AUD is not listed, only USD CAD EUR and GBP. Now if I create a brand new invoice, I have the ability to select Stripe (the option is enabled, and checked) until I enter a product, (so, until the price field gets populated) at which time the Stripe option gets unchecked and disabled. I presume this to be due to the unsupported
Change Timer-Entries from billable/unbilled to unbillable
Hi How can I change a timer entry from "unbilled" not unbillable? I have a project that I can not charge, but I also dont want to delete the entries. So how can I change the status of these entries? Maybe for the whole project so I dont have to do it for every single entry? Thanks
How do I see which Projects have unbilled time?
How do I see which Projects have unbilled time? Thanks
Need Account # on Estimates and Invoices
I'm using Invoice, not the Creator database Zoho Invoice. Is it just me or does anyone else want to display the customer's Account Number on Estimates and Invoices? When customers call with billing questions, one of the first thing we ask is "What is your account number"? And it would be a lot easier to answer that question if the number was on the invoice. Every invoice I receive in the mail has my Account Number on it. It looks like estimates and invoices are created for Customers, not Accounts.
Invoice title
I use a slightly customised invoice template, but can't work out a way of giving an invoice a "job title" box that doesn't then generate a "0.00" currency value. Just for example, I need a title "Confectionery order for March" followed by 6 smarties and 9 mars bars (each at a value). Can I do this?
Tweak Tax Report
I just switched to Zoho for Invoice amazing it works great, but the tax report does not work well for cash based accounting. I saw a couple older posts about this, but never really a solution. I would hate to have to export my invoices every month and tweak the data my self to make it work. There has to be a simple solution. Not a deal breaker but annoying.
Breakdown report of items by customer of months long project
Just finished a 5 month catering job. Invoicing each week. I want to breakdown the total job by item so I can see how much we charged for meals only. HELP!!!!
User who created invoice
Hello Zoho Support Team! We have several users registered in Zoho Invoice Please could you let me know how I can see which user created the invoice? Thanks, Andrey
Can we incorporate visa bill pay in Zoho invoice
Can we incorporate visa bill pay in Zoho invoice as in India our clients don't feel comfortable on PayPal or other payment gateways which have not created enough presence . Visa bill pay is one example which most people in India are aware and a trust factor is working . How can this be achieved by your team .
%TaxValue% not showing up in custom template
Hi, I have customised a template and it all looks great, except for the %TaxValue% not showing up. I have attached the html that we are using. Cheers, Aram
Getting Contacts (e.g. Phone number, email address) thru Invoice API
I am a paying customer of Zoho Invoice, and I would to get the Contacts (e.g. Phone number, email addresses) thru Invoice API, how can I do that ? Simon.
Persian & Arabic language disapears in PDF export invoice!
Persian & Arabic language disapears in PDF export invoice!
Automatically Invoice
Hey i want to order but before a short question. Am selling services like WP-Installation etc. now we need a automatically invoice generator. Is it possible that zoho invoice make automatically an invoice and send that to the customer?
Report sales with tax break-up
Hello - I'm trying to generate a sales report with a break up of the sales amount as well as the corresponding VAT. However the sales report includes the tax amount as well. This seems like a very basic sales figure. I can get the figure in the TAX report, but there are some sales which don't have tax (like exports and services) so this wont work for me either. Am I missing something or this is a glaring omission in the product?
Splash Screen Keeps Coming Up
The screen saying: Hassle-free Invoicing Stay in love with your work while we make sure you get paid fast and quick. Excellent way to bill clients! Keeps coming up to try to get me to become a customer: but I am already a customer.. Why am I forced to go through the many steps to sign in; 1. Enter user name and password 2. Go to Invoices category and click 3. See Marketing Splash screen 4. Click Sign In at top right of page 5. Then click on Invoices to get to my list of outstanding invoices Can't
Upload receipts for expenses?
Is there a way to upload receipts for an expense item? If so, how? If not available in the core, has anyone created this functionality with the API as an add-on? Seems to be the only thing missing.... Thanks! Jenn
Time Reporter?
Hi, Do zoho have any timereporter app for android? We need a function where we can have a start time and a stop time.
Sales By Customer and Item
Hi Under Zoho Invoice "Sales Reports", you have Sales by Customer Report and Sales by Item Report. Is there a report that shows both of them together. i.e. I want a report for a single customer that shows total sales items for the year. How can we show such a report? Many thanks Gene
invoice forwarding
I can see that I sent an email in the invoice portal but not in the email portal for that specific account nor in my email list. How do I forward the email that was originaly sent to someone else?
payment amount
Hi Can anybody tell me how to alter the payment received amount ? I accidently entered the wrong amount in the 'Record Payment ' section and now I have no idea how to enter the correct amount ? Thanks in Advance
Copy items
Hi there, This is a simple feature I would like to see implemented - the ability to make a copy of an existing item, so in the event that I have numerous similar entries, I don't have to re-type the entire thing. It lets me be more consistent with my item formatting as well. Thanks!
Can't export report from only one customer
When I do a report and I come to export using CSV or XLS, it gives me ALL my customers. On top of that, you you export a line for every item. All I want to do is get the all the following invoice data from one specific customer: Date of invoice Total amount I can't believe how much time I'm wasting trying to get this basic information just so I can generate a chart...
Line item pricing
Can you hide indivdual line item pricing on Estimates so that you see total price only.
Customizing PO# on invoice
Hi. When making a new invoice is there any what to customize the PO# line (below the drop down invoice line) to make it read something else? Since our invoice number and PO# are used for the same thing, we'd love to have it read "Description" or "Project Name" when making one. Thanks.
HOW TO CREATE MASS INVOICES IN ZOHO INVOICE?
HOW TO CREATE MASS INVOICES IN ZOHO INVOICE?
Next Page