API: Receiving invalid JSONString when creating a new Contact using PHP
Hello, I'm integrating Zoho into our inhouse application, but I'm experiencing some issues with posting to the API. All of them being related to JSONString is invalid. And I don't seem to find a solution. Is there an online JSONString validator? My JSONString for creating a new contact: "JSONString" => "{"customer_name":"9a52ef41-df2b-42e9-ad8f-383f03208878","billing_address":{"address":"Foo 21","street2":"","city":"Palma","state":"Palma","zip":"77010","country":"Spain","phone":"099 999 999 999"},"contact_persons":{"email":"john@example.com","phone":"099How do I change the "Contact Display Name"
I've set a 'contact display name' for each of my contacts, but want to change it. When I go to edit the contact it doesn't appear to allow me to change the 'contact display name' How can I do this? ThanksCustomers not receiving emailed invoice
Hi, The only problem I seem to be having with Zoho Invoice is some customers are not getting emailed invoices for some reason, one is a hotmail address, not sure if that has any bearing on it? Most seem to be getting them fine, just 2 or 3 not working. Very happy with the rest of the package though. Thanks SeanTiered Pricing Structure on Invoice
Is there a way to develop a multi-tier pricing structure on an invoice in Zoho. For instance there may be 4 line items on the invoice. Each of the line items will need 3 different prices associated with it, listed as separate columns. And a cumulative total for each pricing tier. Is this possible to set up?Recurring expenses in dashboard
Hello, I have enter all my recurring expenses to see how much my tools cost every month, but when I'm on the dashboard I only see the "one time expense" not the recurring ones. How can I see all my expenses for a specific month in the dash board ? Thanks for your helpSECONDERT DISCOUNT OPTION MISSING IN ZOHO INVOICE
I WANT TO GET SECONDERY DISCOUNT OPTION IN MY ZOHO INVOICE???? SO PLEASE HELP MENo contacts for the customer
I get the following email when a payment reminder goes out to one particular customer: Payment Reminder - No contacts for the customer John Doe Construction Hello, Payment reminder for invoice INV-599 dated June 01, 2018 is not yet sent to John Doe Construction, as contact details are not available for this customer. Please send the reminder manually. Thanks, Team ZOHO However, all contact information is in the "Contact". Please help!Recurring billing on estimates and invoices
Hi Ashika Hope you are well. We have a combination of Hardware and Software products, the H/W is a once off cost, the S/W is a saas product (software as a service) billed monthly (recurring) how to we clearly define them on an estimate and invoice differentiating between the once off and recurring costs. Thank you. Looking foward to your reply. Regards Dave RamError in latest update rejects HTML tags
We're getting the error "Invalid value passed" for any HTML tag in an editable field. This error prevents us from creating bold or italic text in item descriptions. The error also prevents us from using hyperlinked graphics in our estimates--an extremely useful feature that we hope can be restored soon.Invalid value passed for Customer Notes
Hi i`m trying to do some invoice and i get this Invalid value passed for Customer Notes for any customer once i wanna saveZOHO Invoice API - Java Wrappers
Hi, searching for a convinient way to integrate zoho invoice in my java app. unfortunatly only for books a java wrapper exists. are there any plans to publish the api with swagger or raml? or any plans to provide a java wrapper? can the books wrapper be reused easily ? martinWhat's New this June 2018 in Zoho Invoice?
Hello everyone! It seems like 2018 had just begun, and we're already in the middle of the year! As time flies quickly, we at Zoho Invoice have been working on new features and enhancing them at a faster pace. Here's what we got to offer for the month of June. GDPR: To comply with GDPR , the following changes have been made in Zoho Invoice: Sensitive information will now be stored as Personally Identifiable Information(PII) in Zoho Invoice. We have brought in an option to restrict/grant access to the sensitivesize coloumn in invoice field
qty size rate tax amount... i want to add size in invoice field please help regards Raja RktechnologyRemove Item Table From Invoice
I want to completely Remove Item Table From Invoice. Please guide.TLS v1.2 upgrade for Zoho Invoice.
In order to maintain your communication with Zoho Invoice more secure and to meet the updated PCI standards, we will be retiring the support for TLS versions 1.0 and 1.1 on March 31, 2018. After this date, users will be required to update their processing solutions to TLS v1.2 in order to enjoy secure transfer of data. What is TLS? Transport Layer Security (TLS) is a cryptographic technology protocol used to provide secure transfer of sensitive information over the internet. Why is this updateSearch not working
Just look at the attachment to see how bad Zoho Invoice Search is. It's not working at all. If I type in "Brad" I should be able to have a list of every invoice by Brad, right?Book Your Seat For Zoho Finance Workshop UK
Hello Everyone, Have you made your business MTD ready? Are you having doubts filing your taxes online? Is this whole MTD saga worrying you too much? No worries! We are hosting the Zoho Finance Workshop in the UK to help clear your doubts. Find us in: Bristol-May 21st | London-May 25th | Manchester-May 29th | Birmingham-May 30th Get to know about the latest feature updates, industry best practices and also about other Zoho Finance apps that can aid your business. And, what's more? Get one on one demosGet invoice using access token
How to use access token instead of authtoken. https://www.zoho.com/invoice/api/v3/#Invoices_List_invoices In this documentation authtoken is used for getting invoice list,Can i use access token instead ?Users who bill at multiple rates per customer or project
In my company, I hold many positions that are billable. We also work with some clients on a retainer, at a discounted hourly rate. For one customer, I might provide software training at one rate, account audits at another rate, and network maintenance at yet another. Is there a way to adjust the billing rate or add billing roles within Timesheet?Xero Integration
Please note CloudPerfect have produced a Zoho Invoice / Xero integration tool that syncs your contacts and invoices from Zoho Invoice into Xero. We also sync back the invoice status back to Zoho Invoice so that you can easily see which invoices are paid / unpaid as invoices are reconciled in Xero. If you would like to see a demo of how this integration works then please don't hesitate to contact me on the email address below. Ed Wray Zoho Partner CloudPerfect ed@cloudperfect.netZoho Invoice app crashing on opening on OSX
Hello, we are currently evaluating Zoho Invoice as an option for our back end time tracking. We are all Apple based. I have tried to install it on four different macbooks, on two of them everything is perfect, but on the other two, the app is crashing during opening. I have re-install it several times, but it does not make a difference. How can we solve this? Thanks, Kamen"Attention" field not showing on Invoices
I have several customers that require me to put specific names in the "Attention" field on their invoices. I am putting this information in the Contacts\Edit\Address\Attention field (see attachment top). This field shows up on the "Overview" tab (see attachment middle). However, this does not show up on the invoice (see attachment bottom). Please help!Attachment to the email template not getting sent when multiple invoices are sent
I have an attachment in invoice notification email template (please see the screenshot). It is a newsletter that I'd like to send to all customers with invoices. But when I select multiple invoices and click email icon button to send them it sends emails without that newsletter attachment. But if I select only one invoice and click the email button it sends the attachment. Is this a bug? Thanks and regards KushDuplicate an estimate
Hi Is it possible to duplicate an estimate within the Zoho Invoice system? I have a client who asked for one estimate to be broken down into 6 separate estimates - it would be much easier to duplicate the complete estimate and delete the items I don't need from each. If not, is this something that could be added? Thanks in advance.Zoho Invoice app
Hi, I want to export invoices but with app, with Zoho Invoice app with Ipad ThanksEditing the Invoice Template
How do I reduce space in the Item box to accomodate more items on the sheet using Invoice Template.. Or can I reduce space between the Item box and Footer ?Automated Reminders
Hi all, At the moment, our automated reminders are disabled. If we turn them on, do they apply only to the invoices we'll send after the activation or also to the invoiced currently past due? In other words: we have a couple of invoices past due, but we don't want those customers to receive automated reminders. But, at the same time, we want to send reminders automatically for all the invoices we'll send from now on. Furthermore, is the signature automatically added to reminders? I mean, the sameFeature Flashback of 2017
2017 has been a feature-rich year with a lot of enhancements and updates. As the year ends, let us look back at some of the major features that we introduced this year. Templates We have enhanced the template section with the following updates. Exciting new templates Four new templates have been added (Spreadsheet, Spreadsheet Plus, Retail and India GST) to our existing collection, giving you more options to choose from. Custom-made item table You can adjust the width of the item columnsZoho Invoice
Hi, Invoice is running really slowly on all platforms today, are there any solutions ?API documentation for GST ready features in Zoho Invoice
Hi All, Zoho Invoice is now ready for India's new tax regime - the GST. All products of the Zoho Finance suite is now GST ready. And, not just that, our APIs are also ready for GST. Here are some highlights about the information you would require to pass on while creating data in Zoho Invoice. You canfind these nodes with the subtext India Edition only in the API Documentation. Contacts : Node Description Type Required Example gst_treatment GST Treatment for the customer/vendor. Possible values:Templates with a Twist!
The holiday season is at our doorstep and to add to the feel of the festive season, Zoho Invoice presents invoice templates with a twist. These templates with holiday themed background will make your already personalized invoices even better. To give your invoices a festive feel, go to Settings> Templates> Edit> Header and Document Information> Header> Background Image> Choose from Gallery, and choose the background that best suits your style. For a more detailed view of your holiday themed backgrounds,Zoho Invoice Integrates with GoCardless
Hey everyone, We are more than excited to announce that Zoho Invoice is integrated with GoCardless to provide Direct Debit experience to our customers in UK. Direct Debit? Tell me about it. Direct Debit is a way of collecting payments that puts you directly in charge of your cash flow. Whether it's a recurring invoice or a one-off invoice, your customers can authorise you to collect money directly from their bank account whenever the invoice is due, which means you always get paid on time. DirectA recap of major features released in Zoho Invoice in 2016
This year, we have added a lot of new features and product enhancements to help you tackle your invoicing tasks better. Here is a look at some key features we had added this year. Get Feedback from Clients. Business is nothing without customers and it is necessary to keep them happy. Getting feedback from your customers lets you know whether they are happy. This is exactly why we introduced the feedback/rating feature. With this feature, your clients can rate your service and provide feedback throughInvoicing from Projects - Add currency Selector
When invoicing from projects, user should have the ability to select the currency for the Rate being entered. I'm sure a lot of users would find this helpful, mainly when you want to integrate with Zoho Books, where you have a default currency, that's not always same currency you use for invoicing your clients.Zoho Invoice and Zoho CRM integration
Dear customers, The new version of Zoho Invoice is already released and is in the beta access now. It's time for us to start the work on the next agenda. YES, it's the integration between Zoho Invoice and Zoho CRM. We are aware that this is a crucial one that most of you are looking for. We would like to talk to you on your requirements in detail so that we can address most of your concerns. Please feel free to write to us on support[at]zohoinvoice[dot]com with your contact number and a good timeAnnouncement: Zero transaction fee on Indian debit cards.
Hello everyone, Good news for Indian customers! In a move to encourage businesses to go cashless, the Indian Government has ordered banks to completely waive the merchant transaction fee on debit card payments until December 31. This is a welcome move in line with the recent demonetization of currency notes, and would make it easy for merchants to urge their customers to transact online. Refer this article to learn more about the announcement. The transaction fee on online debit card paymentsNow Indian Businesses can start accepting online payments with Zoho and Razorpay
Hello Everyone, At Zoho, we have always ensured a hassle-free online payment experience for our customers. Today, with our integration with Razorpay, Zoho's customers from India can now offer a seamless checkout experience for one-time and recurring payments, with a host of payment options including card payments, multiple wallet offerings, and net banking with over 50 banks. With Zoho and Razorpay, help your customers pay their way. Whether it's with debit cards, credit cards, wallets, or net banking,What's New in Zoho Invoice - November 2016
Check out whats new in Zoho Invoice for the month of November. 1. More on Custom Fields Custom Fields feature has always been a part of Zoho Invoice. Customise your Custom Fields further by marking them as mandatory, active or inactive. Read more. 2. Customise Reports with Custom Fields We understand how important it is for you to run reports to evaluate and improve your business' performance. With the new feature in Zoho Invoice, customise your Invoice details Report and Expenses by Customer ReportWhat's New in Zoho Invoice- October 2016
Checkout Whats New in Zoho Invoice for the month of October. 1) LET YOUR SALES TEAM AND FINANCE TEAM COLLABORATE Sales team and the Finance team always find it hard to collaborate with each other, mostly because of a lack of proper channel to communicate and collaborate. Now with the new integration, these teams now share a common data base and can instantly sync data between Zoho CRM and Zoho Invoice. The new integration provides the Zoho Invoice module within your Zoho CRM making it easier to create[Webinar] - Introducing Warehouse Management in Zoho Inventory!
Hi Everyone, We've introduced Warehouse Management feature in Zoho Inventory. What is it all about it? Managing warehouse is a tedious and time-consuming task and we’ve made it extremely easy for you with Zoho Inventory. To help you understand it better, we'll be walking you through a demo on the Warehouse Management feature in Zoho Inventory on the 13th of October, 2016. Join us for the free webinar and learn how to: 1. Manage multiple warehouses. 2. Track inventory levels in each warehouse.Next Page
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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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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.