Recurring Invoice - automatically put month/year in the description text
Hello, how is it possible that in the description text of a recurring invoice always the actual month and year is defined? Our company provides permanent services that we invoice on a monthly basis. Our clients want of course have defined somewhere the month for which the invoice is issued. Only the date of invoice is not sufficient and in the short cuts there is only %InvoiceDate% what defines the full date and not only the month and year. Thank you for a solution or answer on that. Cheers, Günther
customize columns in the invoice creation page
Hi Zoho, is it possible to customize the column I see in the invoice creation page? We never use the second column for the second tax and the discount column and we would like to delete them. Thanks a lot for your feedback.
Very Slow in printing the generated invoice PDF
I understand that generating PDF can sometimes slow depends on the network and server condition. But I witness my user spend a lot of time in waiting the generated PDF printout. It seems printing the PDF to printer is extremely slow. My generated PDF size is just around 140kb (which is very small)! The only image I used is the Facebook "Like Us" icon. Does anyone experience this and got any suggestion? A sample PDF is attached. Simon.
Automatic email for invoice aged for 60 days, say
Is there a way to send email to remind email for invoice aged for 60 days, say? if not, how to do it manually? thank you.
Adding billable expenses to invoice converted from an estimate
Hi, I would like to do the following: 1. Create and estimate for all jobs in progress 2. Record Expenses as billable as and when they are incurred 3. Convert the Estimate to Invoice on completion of the job 4. Add selected un-invoiced expenses from 2 above to the Invoice created in 3 above I am unable to figure out how to do step 4 in Zoho invoices. Any help will be appreciated. Regards, Rajeev Roy
How to correct an invoice that has already been paid?
Hello everyone--thank you in advance for your time and assistance. I'm having difficulty figuring out the proper procedure for resolving a situation where I've overcharged a client. The full amount of the incorrect balance due has been paid and applied already. When I attempt to edit the invoice to reduce the total (assuming the balance between that smaller amount and the larger payment would become a credit), I'm given an alert stating "the payment entered is more than the total amount due for
I cannot export invoices to PDF
I have only been using this for about a month and when I first started, the export to PDF worked fine. Now I get an error message that it cannot be opened - it says : could not open "<filename>" because it is either not a supported file type or because the file has been damaged. I tried sending it as an email, and it won't work that way either.
Reoccuring Billing With Authorize.Net
Hello, Is it possible to automate reoccuring billing when the amounts per month differ? For example, if company A has a bill for $200 but then receives more services from our company for $250 in the next month and then $230 in the following month is it possible for Zoho to prompt Authorize.net's reoccuring billing function to change the amount billed? Or, do you have to manually go into authorize.net and change the amount? Obviously, the communication to change the amount has to happen somewhere.
Item rates for individual customers
Hi - We only bill 3 customers using Zoho. They are weekly customers but each customer pays a different rate for our services. I am aware that the rate is editable. My fear is that sometime I may forget to change the rate when billing a customer and charge the wrong price. Is there a way to tie an item to a customer so that each item has the correct rate when a specific customer is selected? Thank you for your time, Darla
Using Zoho CRM and Zoho Invoice
I am having trouble figuring out how to use CRM and Invoice together. Do they not play together? It says you can only map "customers" when CRM only has leads, account, potential, contact... I want the invoices created in Zoho Invoice to be reflected when I am viewing our clients in regular Zoho CRM...is this possible?
Creating an Invoice from Expense and Time Entries
Greetings all, I have time and expense entries associated with a customer and now want to create an invoice based on those entries. I don't see where that can be done? Can someone point me in the right direction? Thank you. Bob Mixon
linking invoice and item exports
I've just looked at the export facilities for invoices. The item export seems to have no reference to the relevant invoice and, if so, how does one reconstruct the full invoice details off-line? Thanks Alex
Edit contact person
How do I edit contact persons in Zoho Invoices?
Edit contacts
How do I delete a contact? I have 8 contacts that I do not use anymore, and every time I want to send an invoice via email it checks all the contacts. Therefore, I need to uncheck one by one, every single time I send an invoice out. Please help...
select multiple items to create one item on an invoice
does anyone know how to create a way to select multiple items to create one item on an invoice? exapmle below: i am using Zoho to create estimates / invoices for my customers - i sell building materials example: doors - 1 hollow core door needs: jambset - door slab - hinges possible issue - door slabs have 15 different possible sizes and jambset's have 5 different sizes. the final product needs to look something like: Hollow Core door - style = Roman - 3/0 6/8 - 4-9/16" jambs - satin nickel hings.
Changing estimate state from sent to accepted through the API
Is such a thing possible through the API. Best regards Frank
Ideal dutch payment gateway
Hi Gents, I really want to start using Zoho but for me one think i am missing as a dutch user is the ideal payment option. Its a dutch payment gateway. is that something that is coming between now and 2 months.? here a link: http://www.ideal.nl/ Let me know with kind regards, Johan
A change to the way invoices are organized
Hi, When I create an invoice for a project, the entries appear in the order they were entered. How hard would it be to have it sort by the transaction date? As it is, I spend too much time reordering the invoice. Thanks, Rick
Clone and rename invoice template
I have a saved invoice template (my default). I would like to know how to do the following... 1. I want to rename the original template, else clone and save with new name then delete original 2 I want to clone my default template so I can edit slightly and save with new name as 2nd template without starting from scratch to make a new template that is 95% same as my custom default.
Timer for multiple task
Hi, I'd like to use timer functionality to track time for multiple tasks on the same time (simultaneously). Is it possible? how? because while the timer is on for a task, system refuse start the timer for other task...
Invoicing in a foreign currency?
Is there anyway to keep the invoice in a foreign currency and NOT to have it convert to your home currency on the invoice? I wish to be paid in the currency that I invoice in and it is really annoying when the contract says 1 amount, but the invoicing system automatically translates it to my home currency amount. Good thing I'm not using zoho accounts as currently I am using an exchange rate of 1 to keep it in the contract currency and manually managing the conversion. Thanks
Syncing on Android
G'day! I'm not sure if I'm doing something wrong, but when I open Zoho Invoice on my Android phone, it only shows the two test invoices that I made originally. If I logout then login it will show all invoices. Is there a way to get it to show all invoices without having to do this? Many thanks, Rob
New invoice start-up
I am just staring to use the invoice app. How do I list my outstanding invoices to get started without send ing to customers and just entering totals.
Add functionality
Hi Can I use Zoho Creator to create a new functionality ? for example: track providers invoices and later integrate it with Zoho Invoice? Thanks
Customize Email Sending Gateway
I would like to be able to have the Emails sent by Zoho Invoice show up in my Exchange Mailbox's "Sent Items" folder, so I have a better picture of all the emails I'm sending to my clients. Would it be possible to have some sort of custom smtp gateway setup for sending email so it shows up in my sent box? Thanks in advance
Problem with Amount from Tax, LateFee and Balance
Hi Guys, we have created a new Template with the following Placeholders: - %InvoiceSubTotal% - %TaxValue% - %InvoiceTotal% - %LateFee% - %PaymentMade% - %CreditsApplied% - %InvoiceBalance% Problem is, Amount from InvoiceTotal and InvoiceBalance is the Same! Means, the InvoiceTotal is the Same as InvoiceBalance - it includes the Saldo INCLUSIVE the LateFee. But thats wrong: It has to be the InvoiceSubTotal PLUS Tax... I put a screen - need fast help, please because of recurring Invoices! Thanks a
Need to change from closed to unpaid, any idea?
By mistake I close one invoice which is not yet paid. I tried to erase it so so I can replace it but it is also not allowing me. Any advice? Thanks!
Some of the zoho invoices are saved as draft, why ?
Hi, I tried to create invoices in zoho through the API. (Send=true) Most of the invoices are saved as open but some of them are marked as draft. How can I fix it ? I don't want to review any of them before sending them out. Thanks.
Getting all accepted invoices list throught the API
Hi and first of all CONGRATULATIONS and THANK YOU for your work !!! Waiting for the ORDERED state between the ESTIMATED and INVOICE states, we are planning to use your API to display the list of all the ESTIMATES that have been tagged as ACCEPTED on an external HTML page set for this. Is there a way to collect the data from the API ? I can't find any mention to the ACCEPTED/REJECTED/NONE field on the API docs. Thanks for your feedback. Frank
Is there an easy way to get customerId ?
I'm building an application for non tech team. I need to register on my side the customerId (for ZohoInvoice). Where the end user can find the customerId of a contact ? (as simple as possible. Eventually an url ending by ...&customerId=1234 or invoice.zoho.com/user/1234 is ok)
How to get reference field on an estimate to print on an invoice?
I want to use the reference field in estimates for a property address. I then need that field to carry over to invoicing once the estimate has been accepted and work completed. The customer( a property management company) is the same for all the different addresses. I don't want to have to use an item entry. Instead I would like it to be in the header of the estimate/invoice/credit. I have tried many different approaches and none seem to work. I tried renaming the reference field and customizing
Unable to show CustomerBalance in Invoice - only able to show Balance. Can this be fixed?
Hi, I have signed up for a 30 day trial of Zoho - the only thing keeping me away from it is the fact that I cannot display a Customers total balance in an invoice pdf generated. Can you please support the addition of %CustomerBalance% in the invoice? I want to show the customers previous balance and then add the invoice amount, giving a total balance.
Need multiple invoice notification email templates!
Need multiple invoice notification email templates! This would greatly speed up our workflow and prevent errors. For example, brand new clients might need a different message than long-standing customers. Also, with multiple invoice notification email choices, we could have specific messages depending on the service purchased. Please prioritize this. thanks, Brian http://www.redpelicanmusic.com
Change fields in Zoho Invoice - HELP URGENT!
Hi. This is urgent. I need to include a field on our invoice that states our GST number. I thought of replacing the PO field with GST, so did so when I edited our default template, but when I create a new invoice that field still remains PO#. Also, when I try and add a custom field, it works but when I export to pdf it says 'I need to change the pdf template.." This is very urgent as by law we need this on our invoices in New Zealand. I have attached a copy of an example of what the invoice currently
Cannot delete or void invoices
I am unable to delete or void invoices for the past week or so. The error I am getting is "Script Error Occurred : TypeError: dialogProperties is undefined" FYI: I am using Firefox 11 beta 4.
Payment Thank-You after PayPal payment
When a customer pays with PayPal, the "Payment Thank-You" email is not sent out. How can this be fixed?
Late Fees not calculating
I have an invoice sent to the client on July 31, 2012. It was due August 31, 2012. The late payment interest charge is 2% per month. The balance is $7947 (without taxes) It's only showing $103, which doesn't make any sense. It should be 2% compounded to 7 months to $9128.
INVOICE TEMPLATE CUSTOMIZATION
Hi I am interested in the product and have been trying to customize your Invoice Templates to suit our requirements. After many attempts I am not able to get rid of tables where I want to or delete certain rows .. Is it possible that you can edit the Professional Template a little bit based on our requirements, its not too much just want to delete a few rows and place other things on different areas. Since I am not familiar with the HTML coding its very hard for someone to work with the editor provided
Rounding in Zoho Invoice
Hi, I am having difficulty rounding the Total to a whole number. Can someone help as I cannot generate invoices that reflect the quotation exactly. Jessica
How to delete a fail invoice.
I am new to Zoho and to test it I made an invoice for a test and send it to myself. I then tried to delete it but got the message it is not paid yet and can not be deleted. Then I made a test payment, Now it says payment received. Still I cannot delete that test invoice. How do I do that ?
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