How to add image to items list in Invoice or Estimate?
Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just becausePossible to bold or indent text in the description field?
As part of one item, I often have a detailed description that would be much easier to read if there was the ability to have a bulleted list or bold text and the like. Is this possible? My last invoicing software allowed markup in the field so, for example, an asterisk meant a bullet. I haven't been able to find any documentation related to this. Any information would be appreciated. Thank you.Tax Deduction at Source (TDS)
I issued a sale invoice outside UAE , the customer apply TDS on the invoice , i checked my Zoho ( professional version ) i couldn't find the option of Enable TDS to let it appear while posting the incoming payment , please how to make it and how to configureTIPS AND TRICKS #10 - Displaying timesheet details on invoices
Businesses that log time for projects, and invoice customers for the logged hours will need to display Timesheet Notes and Timesheet Start & End Time on invoices. By following this tip, you will be able to display the timesheet notes and timesheet historyTips and Tricks #1: How to send automated payment reminders to customers in Zoho Invoice
Dear customers, We are starting a Tips and Tricks series, wherein, we'll be sharing insights on how you can tap into each and every feature of Zoho Invoice. We are commencing this series by discussing how you can set up automated reminders in Zoho Invoice. Receiving payments is an important part of any business as it's one of the main sources of cash inflow. Each delayed payment means that you're working with money spend from your pocket. It is therefore crucial that you remind your customers toInvoice report
Please help me my report of sales person is exporting just one row with "others " in name and total amount I need report of each sales person with name and invoice paied and invoice unpaid It's available??How to select invoice template via api ???
How can i set the invoice template when i add an invoice via api (https://invoice.zoho.com/api/invoices/create ). ThxNeed a TOTAL field without the currency symbol in Invoice email notification
I have customised the invoice email notification template to include a URL that will then populate a payment gateway with all relevant payment fields. eg. https://paypaperbills.postbillpay.com.au/postbillpay/Default.aspx?AP:BC=2998&AP:RN=999999999&AP:AM=$112.22 (above link is how ZOHO generates the URL..Note the %Total% (last parameter of $112.22) includes the currency symbol The problem is that the TOTAL field always includes the currency symbol (eg. $20.00). I just need the number, stripped ofCapture Bank Charges for Invoice Payments.
We've added the Bank Charges field in the "Add Payments" page both in Zoho Invoice & Zoho Books. So all you need to do is to enter the bank charges when you record a payment for the invoices. This bank charge will be included to the amount paid for that invoice. Steps to add the bank charges while you record the payment: 1. Click the "Invoices" tab. 2. Click the 'add payment' link for the invoice that you wish to record the payment for. 3. On the add payment page, include the "BankTIPS AND TRICKS #11 - Domain authentication
Emails sent can sometimes land in your recipient’s spam folder or bounce. This happens when the email address in the From field of an email belongs to a domain that does not have SPF and DKIM records. In order to prevent this in Zoho Invoice, you shouldStaged Payments
Hi I need to know how to set up an invoice that has staged payments. For example Client has a total invoice of £5000. Each Month they are to pay £1000 which I invoice for. However i need every subsequent invoice to show the amount paid and the amount due. Hope you can helpAdding Percentage Fees to Invoice
Is there a way to add a percentage fee to the invoices? Such as a service fee or processing fee of 20% and 35, respectively, of the subtotal that would add to the total the same way the discount percentage subtracts?Is it possible to add a field for Tips to the invoice?
I'm wondering if it's possible to add a field to the invoice for the customer to add on to the requested payment, like a tip for example? Thanks!TIPS AND TRICKS #9 - Displaying different bank details on invoices
Most businesses will have customers from foreign countries. In that case, you might need to display different bank account details in their invoices. With a few simple steps, you can easily create a new template with the necessary bank details and associateTIPS AND TRICKS #8 - Collecting online payments for multiple invoices at once
Sometimes your clients will have multiple invoices due and it will be a hassle for them to get all the invoices in order to pay online. With the tips mentioned below your clients will be able to pay for multiple invoices at once online. How does it work?TIPS AND TRICKS #7 - Currency formats
Currencies displayed in transactions in Zoho Invoice will have a specific format. This format can be changed as per the user preference in a few simple steps. How does it work? ♦ Navigate to Settings >> Currencies. ♦ Select the currency for which youTIPS AND TRICKS #5 - Recording Multiple Invoice Payments and Storing Credits
There might be situations when your customer pays for all their due invoices using any offline payment method. In addition to that, they might also pay an advance amount for their future invoice(s). It will be a hassle to open each invoice and recordTIPS AND TRICKS #4 - Dashboard Tips
The importance of a comprehensive Account Receivables dashboard can’t be overstated. Zoho Invoice offers an insightful dashboard that gives you a clear picture of your company’s finances, key performance indicators and real-time summarized AR data. Let’sTIPS AND TRICKS #3- Item Header and Bulk Add
When creating a sales invoice, you may want to divide the line items into several groups or categories and send it as a PDF file to customers. By including headers while adding the items to your invoice, you can separate the list of items into as manyTIPS AND TRICKS #2: Report with details on invoices created from Recurring invoices.
If you are a business who bills customers recurrently, you might want to see all the child invoices that are generated for all recurring profiles over a specific period. This simple trick in the Invoice Details Report can help you with that. Here'sPartial Invoice
Is it possible to invoice for a given percentage of an estimate, or estimated item? Preferably different percentages of each estimated line item?Invoice API create customer - response on duplicate
When trying to create an already existing customer (customer name), the API returns a Code = 1001 and Message = The customer "xxxxx" already exists. Please specify a different name. I think it would be very interesting for the API to send out also the customerID of the already existing customer, with no further need to make a new 'find a customer' API search call based on the customer name to retieve the customerID.Stripe and Bitcoin
Hello, I just added my Stripe account to my "Zoho Invoice" account. Stripe allows you to receive payments by Bitcoin. How to accept the Bitcoin with integration? Thank youMonthly Retainer Invoice with task and hour list
I'm about to start a monthly retainer engagement with one of my clients. I'm going to charge the monthly retainer fee, and would like to list the hours for each task, which should not accompany with the hourly rate. I have 2 issues formatting the invoice,Customize Payment Stub
Is there a way to customize the payment stub that is sent out with the invoices? I see all the other templates to be customizable but not the payment stub.How do I remove the sample tax 1 and 2 lines from my invoice template
I don't want the two tax lines to appear on my invoice. How do I remove them from my invoice template?Add a month filed in the notes
I would like to add a custom field of the current month in the Customer Notes section of an invoice. For example I want to put {mnth} and it translates to {May} automatically. Is this possible?invoice number auto increment
Hi, I have 2 customers and I have created some invoices for them in the past. Currently the invoice number autoincrements by 1 regardless of which customer I am invoicing. So each customer ends up with invoice numbers that increments by 2, not 1. HowInvoice Draft Number Problem
Good morning, i have a zoho invoice standard subscription, and i have a huge problem with invoices, if i create a draft of invoice the number of invoice is reserved for this draft.. but i need that the number is assigned when the status of invoice changes from draft to active.. is possible? An other solution in my case is to create an estimates from the projects time entries (not an invoice draft).. Is There any solution? Your sincerely, MarcoNeed a Help Migrate from Wave to Zoho
Hi dear My friend. im member of waveapps since 2018. so i have 400+ invoice in wave app. but at this movement i have to migrate to zoho. so i have export my all record. but i have cant understand how to import that record in to zoho. who can help mImporting Multiple Invoices with Multiple Line Items and Parts - CSV File
Hello, I'm pretty new to Zoho so this may be an easy one. I would like to upload multiple invoices from one csv file to zoho but the problem that I have is that each invoice will have multiple line items. Is it possible to import multiple invoices that have several line items/different parts to the invoice? For example the invoice that I need to import has the following fields: Customer Number, Invoice Number, Invoice Date, Order Number, Terms, Sidemark, PO Number, Telephone, Ship Via, Product, LineThermal printer support
Are there any format that can be used on thermal printer, as I can see format that are A4 in size and can be printer on thermal printerHow to import all unbilled time tracks into invoice ?
as in title - how to do that ? Is it possiblet to set recurrent invoice which will be always import unbilled time tracker logs for client ?DiscountTotal Estimate & DiscountTotal Invoice
hello is there any way how to sum all discount in estimate / invoice to show under EstimateTotal value showing DiscountTotal? I found in forums variable called DiscountAmount, but it is for just an item, not for all summary.Billing and subscription
I am looking for assistance with taking payments from clients and provide billing to them. Will the invoice app act as a payment processor?HOW TO ENTER AN ENTRY TO SALE THROUGH ECOMMERCE PLATFORMS
I AM SELLING THROUGH AMAZON. SO HOW TO MAKE A INVOICE, CREDIT NOTE, COMMISION ETCCan a single invoice be sent to multiple email addresses?
I have a customer who normally receives his invoices by email, but his wife would also like to receive a copy to her email. I typically create invoices by importing them from a csv or excel file. When I email the invoices, I send them in bulk (25 at a time). I realize that when I am emailing a single customer (not using the bulk send feature) I can input an additional email address into the cc field. When sending in bulk there is no obvious way to do this. I can add another contact to a customer'sFix for the issue related to the logo size
In our recent update, we made some enhancements to improve the quality of the logo in customized templates. As a result of this, the logos which do not match our preferred dimensions may not appear correctly in your invoices. All you need to do, to get things back to normal is to make the logo fit our preferred dimensions (580px X 250px with 300dpi) and re-upload it back again into Zoho Invoice. We would also be glad to help you with getting your logos to fit the required dimensions. Send in yourEditing "Terms & Conditions" on Invoices
We have a template that comes up on each invoice called "Terms & Conditions". I need to edit this. However, it does not appear on our Invoice Template. Where is this field coming from and where do I go in to edit it? Thanks.ACH and Credit Card Options
I do NOT want to accept credit cards but am integrated with Authorize.net for their eCheck service. How do I turn off the credit card option in the client portal?Next Page
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Tips and Tricks #1: How to send automated payment reminders to customers in Zoho Invoice
Dear customers, We are starting a Tips and Tricks series, wherein, we'll be sharing insights on how you can tap into each and every feature of Zoho Invoice. We are commencing this series by discussing how you can set up automated reminders in Zoho Invoice. Receiving payments is an important part of any business as it's one of the main sources of cash inflow. Each delayed payment means that you're working with money spend from your pocket. It is therefore crucial that you remind your customers toCapture Bank Charges for Invoice Payments.
We've added the Bank Charges field in the "Add Payments" page both in Zoho Invoice & Zoho Books. So all you need to do is to enter the bank charges when you record a payment for the invoices. This bank charge will be included to the amount paid for that invoice. Steps to add the bank charges while you record the payment: 1. Click the "Invoices" tab. 2. Click the 'add payment' link for the invoice that you wish to record the payment for. 3. On the add payment page, include the "BankFix for the issue related to the logo size
In our recent update, we made some enhancements to improve the quality of the logo in customized templates. As a result of this, the logos which do not match our preferred dimensions may not appear correctly in your invoices. All you need to do, to get things back to normal is to make the logo fit our preferred dimensions (580px X 250px with 300dpi) and re-upload it back again into Zoho Invoice. We would also be glad to help you with getting your logos to fit the required dimensions. Send in yourDisable the zoho invoice integration with the google apps mail
GMail gadgets for Zoho Invoice will be automatically enabled for the users who installed Zoho Invoice from Google Apps Marketplace. However, if you do not wish to see the gadget in (footer) your Gmail account, then you can disable the app for the user. Once the app is disabled for the user, the users will not be able to access the Zoho Invoice account under the universal navigation bar 'More'. Please refer the image below: To access Zoho Invoice account, the users need to get into the loginFor Google apps/ Yahoo user, you need to set up a password for signing into Zoho Invoice via the iPhone or Android app.
As a Google apps/ Yahoo user you must set up a Zoho username and a password to sign in to the iPhone/Android apps. To do so; Visit https://accounts.zoho.com/password (through a web/mobile browser). Specify your Google or Yahoo email address in the "Enter your registered email address" field. Please make sure that you enter the email address as 'email[at]gmail[dot]com or as email[at]yahoo[dot]com'. Type the characters and validate the "Image verification". Click the Request button. You will receive
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