[Zoho Invoice] Addresses
It would be helpful to refactor Addresses in your services (specifically/e.g.: Zoho Invoice Customer Details) https://invoice.zoho.com/api/customers/<customer ID> So that the address elements in the Response are more obviously typed as Address. I think this would improve the clarity of your service(s) and it would help with the (de)serialization. E.g. The service currently returns: <BillingAddress>B-1104, 11F, Horizon International Tower, No. 6, ZhiChun Road, HaiDian District,</BillingAddress> <BillingCity>Beijing</BillingCity>
Billing period indicated in the invoice
Hello, I didn't find in the forums any topic about a similar request: is it possible to have showed in the invoice (maybe in a dedicated field) the billing period invoiced from a recurring profile? For example: if I issue a montlhy recurring profile starting from 01 January 2009, I'd like to see in the invoice generate from this profile a field like notes with "period since 01 January 2009 to 31 January 2009" (obviuosly customizable, I'd need to have it in italian language). Now I'm using the "notes"
Wrong email addres
Hi I created a Zoho Invoice account, and no i realized that my user name has the wrong email account, i was able to change it in the settings page of the account, but yet when i go in Zoho Invoice, under USERS, i still seeing the wrong email address, for each invoice i sent is being sent with the wrong address as reply address. However i saw that i'm able to edit other users account, and change their email address. where can i change my email address in zoho users? Regards
Cannot add credit to invoice
"Click here" does nothing, just see some javascript in status bar "Apply credits" from sidebar does nothing at all. Tried in both Chrome and Firefox. Turned off popups. No dice. I would really like to bill these people today. Help.
Are the main menu options configurable?
We don't use Estimates and would like to remove this tab from the main menu bar. Is this possible? Thanks EuGin
logo looks very jagged in invoice .pdf export
I'm noticing that my logo looks very jagged in the invoice export. I'm not sure why this would be the case since the logo has been uploaded with the requested specs (580x250) 300dpi, and the logo is a .png based on a vector design. Any ideas what might be causing this problem? Thanks, Brian
How do I change the invoice template so that the table for customer information and the table for products will start at the same line?
Dear All, I have tried to modify a invoice template. I have managed to make the design to almost fit my preference. However, there is one disturbing thing which I cannot solve by myself. You can download an pdf-file that shows the template and how I want to change it. www.myjoice.jp/print/Billing.zip I am sure it is a very simple and easy operation if you know HTML,,,,but unfortunately I do not know....so I need your help. Where in the html code and how should I change so that the both table will
Export to PDF
Hi, my problem seems to be slightly different to others. When I export invoices or quotes to PDF the characters just turn to windings. I cannot read anything and am having to send my clients a saved HTML. It has never been correct. Cheers, Barry
Tax Not Adding To Total!
Taxes are not adding to total invoice amount. please advise.
Time tracking-Taxes are not adding to total !!!!
Please help :)
Problem with empty placeholders
On an invoice template not all placeholders exist for all customers invoices. Examples are the %CompanyStreetAddress2% or %TermsAndCondition% ... But when we create a new recurring invoice we receive the message bellow. Can't we have placeholders in an invoice template that for certain customers are empty ?! ---------------- Dear Customer We were unable to send the invoice notification email for <CUSTOMER> for the invoice# <INV_NR> dated <INV_DATE>. The email was not sent due to the reason that we
zPost always in error
Always I'm trying to send a zPost I get a address verified error, I've try to modify address in other way (eg. remove comma, swap country/city). How the address is checked? Thanks.
Changing Terms in the invoice
Currently, i can only set the term in days, 30 day etc.. but i want to be able to put there the terms : 50% down and balance upon delivery but the system does not allow it. any advice?
Create a Task and Invoice all from same Form.
I am creating an invoice from within creator. This part works fine when I create a stand-alone form. I would actually like to incorporate the invoice form in with my task form so that I can complete all info at the same time. I am attaching the create invoice code at the very end of the create task code but only the invoice gets created and sent to Zoho Invoice. How do I code this to create a task and invoice all from within the same form. I have attached my code below. As stated, only the invoice
Web app(Beta) for Zoho Invoice, now available for trial
You can now take a test drive of our mobile app from your Android/iPhone browsers. As you all know, we began developing a mobile app for Zoho Invoice a little while back and we already have a beta version available for trial. You can access this app on your Android mobiles and the iPhone. On other phones the app would look brilliant if browsed from an Opera Mini browser. The beta version offers a read only view of what could be within of the completed app. This is just a beginning to something
Invoice says "pay via Authorize.net" want to change
Invoice says "pay via Authorize.net" I want to change the text to ready "pay with a credit card" and still use the Authorize.net . How do I do this for default invoices?
Transitioning from Customer Credits to Credit Notes
You added credit notes, but you took away the customer credit feature. I still need the features of customer credits. I'd use credit notes to for invoice billing adjustments, i.e., I over billed a client on an invoice, and preferred not to change the original invoice. Especially since the credit note requires you to select a service or product item. What if the customer prepaid on an invoice that had many item codes? Are we to create an item code for customer deposits or over payments? I prefer
Payment conditions not defaulted when creating invoice
Hello, Thanks for adding time tracking to Invoice, great! I noticed one thing; the payment conditions (for example: "net 30") from the customer settings are not being defaulted into the invoice, when creating a new invoice for a project. How can I get this done? Thank you in advance, Regards, Jeroen
Zoho invoice font colour needs to be improved
For some reason, the font colour control icon in this Forum is great and easy to use. But the font colour control icon for Zoho Invoice when designing a custom invoice is un-usable. The colour choices are bad, and the colour selection tool too awful to use. Can't you just insert the font colour selection icon tool from this forum into Zoho Invoice desginer????
SPAM Flagged
Any suggestions on how to stop getting emails Zoho invoice send out (invoices / payment notices) flagged as spam? Most end up in my client's spam boxes.
"operation failed" when importing Google Apps contacts to invoice
I get an "operation failed" message when attempting to import contacts from my google apps account to zoho invoice. Only a few come in of the approx 100 contacts.
Manual linking of contacts from google apps to zoho invoice account (Gmail Contextual Gadgets)
Hello, I am aware that presently there is Zoho Invoice Contextual Gadgets in Google apps gmail account where you can access customer details from the gmail. I am also aware that you can import contacts from google apps account to zoho invoice. This can be a useful features for most users. But there need a additional feature that is missing. For example, I have a contact in Google Apps, Mr John Smith [Customer Name] Adventures Company Ltd [Company] john@gmail.com [Email 1] john@adventures.com [Email
Billing customer in a different invoice
In Zoho invoice, one customer can have only one currency? I sometimes need to bill in different currencies to the same customer.
Detailed Expense Tax Report
I am in need of a report to list expense amount & expense tax. The Expense Details report does not show tax and the Expense Tax Summary is just that, a summary. Alternative is there a way to get this info directly from Zoho into Excel?
Sync invoices between CRM and Invoice
Is there any way to sync the CRM invoice section with Zoho Invoice? Zoho Invoice is exactly what I need, but I also use CRM which has Invoice capabilities which are too complicated for my needs...
Possible to export to CRM
Greetings all. First of all what an amazing suite, can't believe I've only just discovered ZOHO. Is it possible to export customers from invoice to crm, I believe you can do it the other way round. Thanks. Wayne
True Syncing between CRM & Invoice
Hi Invoice Team, why do you call the button "sync" under customer profiles in zoho invoice, when all it does is import data from crm. This is not true syncing, you should change the name to "import" until you have updated to support true bi-directional syncing of data. Just a suggestion, it leaves the user frustrated, as it implies something else. David Corcoran Batipi / Zoho Partner http://www.batipi.com
Date translation
Is it possible to translate the name of the months that are displayed in the Estimate and Invioce, I need the month names in Croatian language. Thank you in advance.
Few things
Quickbooks offers unlimited invoicing for 12.95 a month. Instead of trying to sell plans by the invoicing. Sell it by the support levels with unlimited invoices.
add Payment to invoice results in error 10081
Hello I dont know why i get this error. I try do add a payment to an invoice via the api! https://invoice.zoho.com/api/payments/create The ammount of the payment is equal to the ammount of the invoice but in my response i get an error with code 10081 which tells me that the ammount of the payment is higher than the ammount of the invoice! Dont know why because the values are equal.! The next thing is this error only occurs sometimes. Whats wrong here?
Search Customers in Invoice Screen & search for contact persons
Not a huge priority but when you're up to thousands of customers, it'd be good to be able to search for a customers name or business from the Invoice screen. Also, on the search (currently under customers), shouldn't the default search also include the names of "contact persons". For example, if I have someone called Joe ring me up about an invoice, I have to go to "advanced search" and then "first name" to find which business name or organisation his invoice comes under as he's just listed as a
Printed Invoice History
The Zoho Invoice summary screen is lacking with regards to printing and email status support. I can't be the only business who needs to quickly see when invoices were last printed, emailed or snail mailed (whichever was most recently done). Something like "1st overdue reminder printed by user ABC at 10:12 on 20th Sep 2010" would be fantastic. This feature is would make Zoho Invoice 10 times more usable for me.
Documentation bug: Zoho Invoice "How do I view customer details?"
There's a bug in the Zoho Invoice documentation for "How do I view customer details?" http://www.zoho.com/invoice/api/customers/customers.html#how-do-i-view-my-customer-details-unformatted? The Sample Response (shown below) is incorrect. The XML response (as expected) does not include "Customers" but "Customer" (no "-s"). Sample Response <Response status="1"> <Customers uri="/api/customers/3000000000328"> <CustomerID>3000000000328</CustomerID> <Name>Sample Customer</Name>
Hide discount Field
Hi, I don't really want my clients seeing a discount field on their invoices especially if they are not getting any!!! How do you turn this field off?
Summary Invoice with detail pages
Is it possible to have a summary invoice page and have subsequent detail pages that match the summary page totals?
Payment notifications???
Hi, I just started using ZOHO billing and invoicing for my web design and web hosting business, I was using intuit quickbooks but the deal is better here for the price and amount of things I can do for 14 dollars less each month is great. I have successfully set it all up and moved all of my clients and customers into it and began to send invoices which have been paid thru paypal. But I am not getting a payment made response from zoho invoice and so far i have had to go in and manually tell zoho
Zoho and PayPal Problem.
Hello, I am having a problem with ZOHO invoices it seems. I have been using intuit quick books for a while and I saw that ZOHO had the same features for less price and with more invoices, clients and recurring billing too. So i went ahead and canceled my Intuit account and joined up here. I moved in a few of my clients to test. I set up a couple of recurring invoices to go out to clients who I host and I have set up a couple of normal invoices going to people who owe me money for web design and site
I seem to get my organization duplicated in iPhone app?
Screengrab here
Paypal payments
Is there a way to setup the paypal payment to process the payment with credit card only? Meaning without the person receiving the invoice creating a new account with paypal. I have see some retailers simple ask for the credit card and it was process via paypal without creating a paypal account
Custom Terms and Conditions page - character limit and functionality with PayPal checkout
I am currently testing Zoho Invoice for functionality with terms and condtions page. What I am looking for is a streamlined solution, where customer has to review and accept agreement before making the payment. One way to do it would be echosign or docusign esignature and then separate invoice. It's $15 a month+ double work solution though. Another way would be fastdue with it's contracts and invoices. That's 2 separate emails though, with $10 a month pricetag. And finally, it looks like Zoho implemented
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