Zoho Finance Workshop 2025 is Happening Now!
Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and takeUpdate on PDF Download Issues Caused by Antivirus Software
Hello everyone, Antivirus software is designed to protect your computer from malicious software and threats. However, they may mistakenly identify legitimate files and software as threats at times. This is known as a false positive. We have received reportsFetching bank transactions SFTP or WS?
Hi! I need to read my bank transactions to use in some deluge scripts in Zoho Invoice. We use the product for invoicing and everything works ok (but it is manual for now). The bank offers access via SFTP (restriced to 1 specific IP we define) WS BasicCustomer Portal will soon be hosted on a new domain
Dear users, We're changing the Customer Portal's default domain from invoice.zoho.com/portal to invoice.zohosecure.com/portal for security reasons. Starting from 5 June 2024, your customers who are using the Customer Portal will automatically be redirectedi need to add button in deals of zoho crm and after clicking button the sales order is need to generate with items details that are in sub form of deals
Early Pay Discount Terms
Does anyone here have early pay discount terms with customers/suppliers? I'm really hoping there is enough critical mass to get Zoho to recognize and automatically account for payment discounts. As it stands, it's a pain in the butt.Zoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,Contest Alert! What's your #MyFirstInvoice story?
Hey freelancers and business owners! While you're caught up in the bustle of growing your business every day, we wanted to remind you to take a breather; to pause and reflect on how it all began—with your first invoice. Every business's first invoiceCelebrating 15 years of Zoho Invoice!
Dear Zoho Invoice community, We are thrilled to announce that Zoho Invoice celebrates 15 years on March 28, 2023. It has been an incredible journey, and we are grateful to have had your support throughout the years. We have come a long way since our inception,Zoho invoice -> Accounting system
Hello All. So I have been using Quickbooks Desktop forever. I setup Zoho Invoice and have been processing a few invoices and it works well. Now I am wondering what others do for the accounting system integration. To me Zoho Invoice and other invoicingPdf print 2 page
All , i am new in zoho i try to download invoice but its showing me 2 pages invoice as i attached also stamp and signature but invoice is not that big long then why its convert in 2 page after downloading in pdfZoho Invoice for developers
Hey developers, We understand that your projects involve a lot of work, from coding to maintaining large, complex frameworks. But in addition to this, a freelance developer also needs to take care of one's business. Negotiating quotes, managing customerDisplay timesheets entries used for a given Invoice
All of our invoices are based on Projects & timesheets. Once an invoice has been created, how can I see all the timesheet entries that made up that invoice? If I use the current Timesheet view, it only shows Invoice numbers when I hover over a timesheetHow to change "Estimate" to say "Quote"
I'm trying to change all references of "Estimate" to "Quote" because an Estimate and a Quote are two different things(!) I've so far been able to get close but I can't get a way to change the "Estimate Date" text to say "Quote Date". See here: https://prnt.sc/BK0XQVxYPU03Zoho Invoice for designers
Hello everyone, It is a well-known fact that cash flow can be a real issue for freelancers, if they do not receive timely payments. But, this can largely be avoided if they have an efficient invoicing system. Invoices, payment reminders, and time-trackingManage payments effortlessly with Zoho Invoice
Hi everyone, Business owners face many challenges as they grow - managing payments being a significant one. Getting paid on time and keeping track of all the payments is no easy task. On the contrary, Zoho Invoice streamlines the entire payment process.Zoho + Fundbox: Why, What, and How of Small Business Capital Solutions
In today's world, small businesses have many tools and resources at hand to manage their working capital better. However, despite having these purpose-built solutions, there are times when a small business might run out of cash. Access to timely fundingGet the best of Zoho Invoice and Zoho Mail, together
Hello everyone, Sending invoices and emails has become an indisputable part of running any #SmallBusiness. Zoho Invoice's integration with Zoho Mail lets you access all your email interactions with each customer by linking them directly to the respectiveAnyone familiar with Zoho Invoice as a plugin with Google Workspace?
I'm trying to use Zoho Invoice to send invoices to customers. I am trying to import customers from my contact list from G Suite, but on the Zoho website it will not connect and only will show this error. I do not want to have to manually add dozens ofZoho Invoice: A complete tutorial
Hi everyone, Having an invoicing tool that takes care of your estimates, invoices, expenses, payments, and more can really simplify the life of a freelancer or a small business owner! Zoho Invoice is a powerful invoicing platform that helps you craftZoho Invoice and QuickBooks Online Integration
Hi everyone, Today, small business owners often find it difficult to manage their accounting and invoicing in one place. Zoho Invoice's integration with QuickBooks Online can help you account for all the sales transactions automatically and simplify yourStreamline your Client Collaboration
Hello everyone, When it comes to invoices and payments, the biggest blessing for a client is to track them all in one place and stay organized. Fortunately, Zoho Invoice makes this possible through its interactive 'Client Portal' feature. If you aren'tZoho Support taking too long to resolve invoicing issue
I've been waiting for a problem to be fixed with my invoices. I reported the error 2 weeks ago and still waiting for a response. In the meantime I cannot send the invoice I need, which means I'm not getting paid. Not good when you're self-employed. PleaseDoes Zoho Invoice has Chat support ??
Does Zoho Invoice has Chat support ?? Becuase i couldn't find ... Let me know if there is.. Thank you, Sidhant A.Auto-charge may fail for recurring payments from 1 October 2021 (India Edition)
Hello everyone, This announcement applies to the India edition of Zoho Invoice. As per RBI's new regulations, which aim to prevent fraudulent transactions, your customers' card details that were stored before 1 October 2021 cannot be used for automaticProject based on Daily Rate?
Guys, how do I define a new project based on Daily Rate instead of hours rate? I'm paid by day not by hour .. thx for the support.Invoice type reordering inventory
Can I use this app to keep track of my inventory of my product so I can reorder when item gets low,?IMPORTANT UPDATE: RBI's new rules will affect your customers' recurring card payments (Indian Edition)
Update (31 Mar 2021): RBI has postponed the new regulations to 30 September 2021. This post has been edited to reflect the new deadline. Hello everyone, Due to an RBI regulation that will be in effect from 30 September 2021 (extended deadline), recurringInvoicing- item description wrong characters
i created a new invoice#308. Please check in the attached copy, the description of item number 1 is not correct. why i got this problem and how can we solve it? Thank You,Bulk Deleting 10,000 + items
Hi Is there a way to bulk delete all items in Zoho invoice A file of 10,000 products was uploaded, but we want to delete them and reupload them with a rate of $0 since msrp pricing changes too often to reupload products everytime, it is easier to just manually enter a priceOAuth refresh token quit working
I went through the process of getting an access token and a refresh token. It was working for several days, but now I'm getting the following returned to me: {"error":"invalid_code"} When I try to make this call: https://accounts.zoho.com/oauth/v2/token?refresh_token=REDACTED&client_id=REDACTED&client_secret=REDACTED&redirect_uri=REDACTED&grant_type=refresh_token I've redacted any sensitive information in the URL above. I could probably just generate new tokens, but trying to automate clickingAuthtoken Deprecation for Zoho Invoice APIs
UPDATE (2 July 2021): We've extended the deadline to 30 August 2021 for converting Authtokens to OAuth. UPDATE (30 March 2021): Check out the set of FAQs we've added, that addresses some of the common doubts you might have when migrating from Authtokensspf
we have allready add this but doesn't work , what is wrong, please see attached fileHow can I create a project with no rate and no budget for internal activities?
Hello, I use zoho invoice for a consultancy company. we book project hours with a rate and a budget. we also book hours on "non billable" internal activities. ATM I need to create a project with 1€ rate and no budget to log my "non billable" internalHow can I set up different rates within the same project for different persons?
Hello, I use invoice to timesheet consultancy projects. I need to define different prices per profiles. Junior --> XXX euros Senior --> XXXX euros How can I do that? and automatically compute total amount based on timesheets? Thank you.Clients cant respond to zoho invoice email
Hi there, I recently switched over to Zoho Invoice. I am having trouble with my clients not being able to respond to the invoice email. they are receiving a bounce back email . Please help, this is affecting my business. The response from the remote server was: 550 A URL in this email (email-view . com . au) is listed on https://spamrl.com/. Please resolve and retry I am successfully receiving email replies from all other emails, except Zoho invoice emails I can successfully send an invoice withClient Portal is now available in Zoho Invoice
Hello Zoho Invoice users, We are excited to let you know the Client Portal feature available in the new version of Zoho Invoice. Now, you can have your customers access a link to view their estimates and accept/decline it, view invoices and make payments to it. You can get notifications of the activities in the portal. Click here to know more. How can I enable the portal? 1. Switch to new interface. 2. Enable client portal for your organization under Organization Profile. 3. Set-up your portalSingle Line Invoice against multiple Expenses
My client would like me to invoice them for multiple expense items on a single line item on an invoice. Can this be done? I know I can import billable expenses to an invoice, but I don't know how to show them as a single line item or have them be marked as reimbursed when that invoice is paid. Any ideas?How to maintain steady cash flow during the COVID-19 crisis using Zoho Invoice
Dear customers, I hope this finds you and your loved ones in good health. As we are witnessing, the COVID-19 pandemic has started taking a toll on businesses of all types. Here are some useful tips that could help you streamline your invoicing and AR processes to keep your business healthy. 1. Communicate clearly with your customers: During this period, transparent communication with customers is a necessity. A lot of businesses have started displaying messages on their home pages, explaining theirHeaders and footers for this holiday season
Hello, customers! The holiday season is here and 2020 is just around the corner. Just as we introduced holiday-themed transaction templates last year, we have published new headers and footers for templates. They are designed to help you send holiday-themed invoices or other transactions to your customers. To use the themed headers or footers in your templates: Click the Gear icon and select Templates. Hover over a template and click Edit. Click Header or Footer in the left sidebar. Click ChooseNext Page
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Announcements
Zoho Finance Workshop 2025 is Happening Now!
Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and takeUpdate on PDF Download Issues Caused by Antivirus Software
Hello everyone, Antivirus software is designed to protect your computer from malicious software and threats. However, they may mistakenly identify legitimate files and software as threats at times. This is known as a false positive. We have received reportsCustomer Portal will soon be hosted on a new domain
Dear users, We're changing the Customer Portal's default domain from invoice.zoho.com/portal to invoice.zohosecure.com/portal for security reasons. Starting from 5 June 2024, your customers who are using the Customer Portal will automatically be redirectedCelebrating 15 years of Zoho Invoice!
Dear Zoho Invoice community, We are thrilled to announce that Zoho Invoice celebrates 15 years on March 28, 2023. It has been an incredible journey, and we are grateful to have had your support throughout the years. We have come a long way since our inception,Zoho Invoice for developers
Hey developers, We understand that your projects involve a lot of work, from coding to maintaining large, complex frameworks. But in addition to this, a freelance developer also needs to take care of one's business. Negotiating quotes, managing customer
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Sticky Posts
Zoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,How to maintain steady cash flow during the COVID-19 crisis using Zoho Invoice
Dear customers, I hope this finds you and your loved ones in good health. As we are witnessing, the COVID-19 pandemic has started taking a toll on businesses of all types. Here are some useful tips that could help you streamline your invoicing and AR processes to keep your business healthy. 1. Communicate clearly with your customers: During this period, transparent communication with customers is a necessity. A lot of businesses have started displaying messages on their home pages, explaining theirIntroducing: Digital signature for estimates and invoices
Dear customers, We are pleased to announce that the much awaited Zoho Invoice - Zoho Sign integration is live! You can now sign your estimates and invoices before emailing it to your customers. Also, you can have them sign your estimates while accepting it. Here is our help document to help you get started: https://www.zoho.com/invoice/help/integrations/sign-integration.html Note: This feature is available across all editions of Zoho Invoice except the Indian edition. Out of all the feature requestsWebinar: Introduction to the Client Portal
Business owners know there is never enough time in the day. Not only do you have to beat the competition and make the sale, you then have to make sure you get paid. In fact, the sales process starts way before the sale, and never really ends. Preparing and getting estimates approved, collecting payments, and fielding customer requests for information related to past transactions are all part of the day in the life of a business owner. Well, Zoho Invoice can offer some relief to weary business owners.