Estimates & Invoice - Mark up on items
it would be awesome, if i can add an mark up to my items. Items would show my wholesale cost and then the mark up on an item (percentage), this of course will not be viewable by my customers. thanks for the great tools!Why are some reports not available for scheduling?
I know I have asked about this years ago, but I can't understand why only some reports are able to be scheduled while others are not. I need a monthly report generated and emailed for my sales tax liability.Sales by Item total not equal to Payments received
I'm running reports on my Zoho invoice account for the previous year. The total showed for the "Sales by Item" report is LOWER than the total showed for "Payments Received" Can someone explain why? I'd understand if the Payments Received were lower thanLate fee customization
I would like to set up late fees. I have searched and cannot figure out how to accomplish this. Also, on the app I am unable to select the "terms" while creating an invoice. I just have to select the due date I want. This is disappointing because I use the app 99% of the time. Any help is greatly appreciated.Automatic Late fee on some invoices, but not others.
Hello, I was wondering if there is a way to set the automatic late payment fee on only the invoices I choose. All my clients have recurring profiles that invoice them monthly for our services. These have a late payment fee if they do not pay by the 15th of the month. However, we also sell an occasional product to our clients also. These invoices I do not wish to have a late payment fee for. Thanks, ChuckLate Fee customization on Invoices
We just switched from Freshbooks to Zoho Book since we integrated Zoho One across the company, however, I'm having a difficult time figuring out how to automatically add our late fee? We send invoices out on the first of every month. We have Net 30 day terms so usually expect payment by the last day of the month or a few days later at most. We charge a late fee of 1.5% of the invoice per month if payment is not received by the 15th of the following month. So if we issue an invoice on July 1st andHow to create automatic Estimate Reminder Email
Hello - We do a lot of Quotes/Estimates. However, we always fail to follow-up with customers on these quotes. Therefore, many times we fail to convert these quotes into orders. We want to automate the process of Quotes/Estimate Reminders. Here is theZoho invoice report needed: Sales by country
Nowadays is vital analyze sales by country. This report on sales by country need to be based on a country code table. Very simple and a great tool. Thanks a lot Zoho Team. Keep up the good work¡Xero Integration with Zoho CRM
Hello! Suvichar Technologies, our partner, has developed an integration utility that lets you sync your Zoho CRM accounts, contacts and invoices with Xero (a popular Accounting package). Vinay Joshi, CEO of Suvichar Technologies, has posted about this integration in our blogs. Read More. Do try this integration and let us know your feedback. Regards, Sharanya R The Team Zoho CRMRecurring expenses
I am on the free version of Zoho Invoice (because that is all there is now, I think?) and I am looking for recurring expenses. It is shown on the website, it is documented in the documentation. But I cannot find it anywhere to activate. How do I use"CUSTOMER HAS VIEWED THIS INVOICE" - PLEASE SPECIFY *WHICH EMAIL ADDRESS* IT WAS VIEWED BY
Please allow us to see when a specific email recipient views an invoice/estimate/etc. Sometimes, I like to CC myself when I send invoices to customers. If I open the email, Zoho Invoice then tells me "Customer has viewed invoice", which is not technicallyProfit / Loss report
Hi, Now we have expenses implemented (which is great), can we have a report which shows our true profit, after expenses are taken into account? Thanks VinayCustom Placeholders in Terms & Conditions
Hi Zoho, Totally loving the Zoho Invoice and I am excited about revolutionizing my current workflow. I do have a question about adding custom placeholders into an estimate/invoice. For example, when I create an estimate, in the terms & conditions it will always have the following: • 50% project payment of $6,667.50 upon signing of project contract to start brand design, wire-framing + design of website • 25% project payment of $3,333.75 upon start of programming of website, or on March 1, 2017,Sending Invoices to Vendors
Hi team, using Zoho One. In the Invoices system, I can see that 'contacts' load into the 'invoices' system. So I can send an invoice to a 'contact'. However I can't seem to load 'vendors'. Is this normal or I am missing something? I am trying to sendCustom field in "Bill To" section
Hello, I am trying to add a custom field called VAT number at the bottom of the address that's shown in the "Bill To" section on invoices. I've created a new custom field in global Settings → Preferences → Invoices → Field Customization. If "Show in AllUndelivered Mail uncategorized-bounce errors when sending invoices
Recently we have been getting Undelivered Mail bounce notification when sending invoices. Reason: uncategorized-bounce Some go through no problem some bounce back. We recently sent 10 invoices, 6 received bounce notifications. After reaching out to theDefault attachments emailing invoice
I would love to be to define default attachments (files) that are included with every invoice emailing. For example every time I email I need to attach my pdf with sales conditions manually. It would be nice if this would be included by default.Create a rule to allow only one related contact has custom checkbox checked
As noted on this page a custom check box is needed for contacts in order to correctly sync the primary contact for each client/account: https://www.zoho.com/us/invoice/kb/contacts/crm-primary-contact.html How do you validate, when a contact is createddeposit on invoice
how does zoho invoice handle deposits on a total invloice. we do web design work and often collect an upfront (deposit) on the work. lets say the invoice is for $6000 total, we may request $4500 to start work. How would you deal with this issue?Create invoice with other currency
After checking the internet result, I want to confirm Zoho invoice does not have the option to create an invoice/customer with other than base currency, right? For example, my base currency is HKD, but I have a customer who only accept USD currency invoice,Send at specified time/date
I will be glad if I can schedule the message delivery time. eg. Instead of sending the inovice/estimate/reminder immediately, I like to have a schedule control. So I can choose 1) send immediately, or 2) send on [dd-mm-yyyy] Time ZoneAdding a Custom Field for Can Deposit on Zoho Invoices
I'm currently facing an issue with Zoho Invoices and I'm seeking your assistance. Here's what I'm looking to achieve: I need to incorporate a custom field to account for can deposits on my invoices. These deposits are additional charges added to beverageApplying an Overall Discount to an Invoice
Does anyone know how you can apply an overall discount to an invoice. I know I can apply a per item discount, but this is not what I need.Authorized Website Will Not Load
Hi - we've been using Zoho Invoice for 5 years with few (no?) issues. But yesterday it refused to load in any browser, with the message below (where xxxxxx is our domain name). We have made no changed, and the URL below still appears in our list of AuthorizedHow to personalize e-mail languages by customer?
We are serving customers with many languages. Would be very important to send each system e-mail with their own language? As I understand, currently ZOHO Invoicing does not offer a possibility to store customer languages? And also only supports one language template at the time? I hope I am wrong and look forward to your comments and instructions. In case I am not wrong, this small addition would make Zoho Invoicing much better :-) 1. Please add a custom LANGUAGE field to Customer details. 2. PleaseNew Invoice to Include Aging Summary
I would like to click New Invoice and have the Aging Summary included (if I haven't a recorded payment to that customer). This should be included with Recurring Invoices as well. I have attached a .gif image showing an example of what I mean.How do I include a final (with tax) price of an item?
In the table with items, I want to print the final price which includes the tax. I thought the %ItemRate% placeholder would be the "bare" price (without tax) and the %ItemAmount% placeholder would be the final price (with tax). However, either I was wrong or something doesn't work as it should. Please help me. This is my invoice template: and this is the pdf of the invoice: In the last column, the item amount is exactly the same as item rate. I need to have the total price for the item (which inCustom fields in Zoho Invoice
Do we need to purchase Zoho membership?Do we need to make any changes in zoho settings? How to create more then 3 custom fields in Zoho Invoice.. ZOHO Invoice Example Image i can not Find it, so please help me i also contact zoho support team.Add a "Customize Report" option to not display costs in Timesheet Details report
I would like the option to choose whether or not to display the dollar amounts in Timesheet Details reports. It appears that when customizing the report, if no Customer Name is selected, then only the hours are shown in the report. But when a CustomerAfter import of old invoices can I mark them all paid without doing it one by one
I imported a couple of years of invoices. All came through fine but they all show past due. How do I mark them all paid without doing it one by one?Remove 'Powered By Zoho' From Footer?
Perhaps I'm missing something, but I can't find any way to remove the 'Powered by Zoho' text & image from the footer. Is this possible?Can only search by first name when doing new invoice
Why when you can search by any name or company when reconciling etc?KSA e invoicing template
Not editable format Unnecessary Spaces resulting one invoice on 3 pages can not move logo and QR codefile name of invoice attached to email
Hi, when I send an invoice from within Zoho (or indeed export to pdf) it automatically names the file with just the invoice number. Is there a way to change the name of the file? say for example to use the placeholders for company name etc? What I'd like is for the files to be called 'Matthew Gough Ltd Invoice No. %invoice number%'.pdf or something similar. thanks in advance, MatthewRetainer Invoice need Tax lines in UAE
In UAE we need o give retainer invoices and tax must be mentioned like invoice. How can we do it? OR can we bring Invoices template to Retainer Invoice? PhilipsDiscount amount on invoice
Hi, For example, I have a client who orders 1000$. I give him a 10% discount, so his price is 900$. But, rather than showing the discount percentage (10), I would prefer to show the figure (100$) in the discount column. Is this doable? Real numbers lookMark invoice as "paid" within Zoho CRM
Hey, i included our Zoho Invoice account into our Zoho CRM account and used it seperatly before. Now i wanted to mark an Invoice as paid within Zoho CRM in the associated contact, but there is no such option. How can i archive this without switching to Zoho invoice? CheersZoho for the contractor
Do you have a Zoho for Contractors not just for sales -time tracker for a job -time checkin for other people that are on other jobs or on the same job -stock charges -fuel just a way to keep track of the day to day on the godefine automatically expiration date of a quote
hi, how can i define automatically the expiration date of a quote? example: expiration day = Today() + 30 daysChange Fonts in email templates in Invoice
Hi there, When emails are sent from Invoice, the font is horrible! Is there a way to change the font in the email templates? Thanks, Richard.Next Page
Access your files securely from anywhere
New to Zoho Recruit?
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures
We’re updating the Authorize.Net integration in Zoho Invoice on November 20, 2024. This update may cause payment failures in your recurring transactions if the Transaction IP velocity filter is active. What You Need to Know About the Transaction IP VelocityZoho Invoice Will Soon Discontinue Support for Older Browser Versions
Hello users, Starting from May 15, 2024, Zoho Invoice will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older thanXero Integration with Zoho CRM
Hello! Suvichar Technologies, our partner, has developed an integration utility that lets you sync your Zoho CRM accounts, contacts and invoices with Xero (a popular Accounting package). Vinay Joshi, CEO of Suvichar Technologies, has posted about this integration in our blogs. Read More. Do try this integration and let us know your feedback. Regards, Sharanya R The Team Zoho CRMBulk Printing now available in Zoho Invoice
Hello, We are happy to announce the much requested and much awaited feature in Zoho Invoice - Bulk Printing of Estimates and Invoices. All you need to do is, select the invoices you wish to print and then click the 'Print' button. All the invoices will be downloaded as a single PDF file which can be printed as you wish. You can print upto 25 invoices at a single go. Go ahead and give it a shot and let us know how it worked for you. Regards, ReshmaRecent UI changes in Zoho Invoice
Dear Customers We moved in some UI changes recently to both Zoho Invoice and Zoho Books. Since we did this, we've been receiving questions. Hence, we are listing some of the changes, that we'd like you to know about: The quick search option: The quick search option on the right hand side of the page, is not available now. As an alternative, you may use the search option right at the top of you list; only till we have the quick search option back. Sort by: The earlier UI had a separate 'sort by' drop
Zoho Developer Community
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
Sticky Posts
Zoho Invoice Will Soon Discontinue Support for Older Browser Versions
Hello users, Starting from May 15, 2024, Zoho Invoice will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older thanBulk Printing now available in Zoho Invoice
Hello, We are happy to announce the much requested and much awaited feature in Zoho Invoice - Bulk Printing of Estimates and Invoices. All you need to do is, select the invoices you wish to print and then click the 'Print' button. All the invoices will be downloaded as a single PDF file which can be printed as you wish. You can print upto 25 invoices at a single go. Go ahead and give it a shot and let us know how it worked for you. Regards, ReshmaIntroducing the iPhone App for Zoho Invoice
Now you can invoice on the go from your iPhone through the Zoho Invoice iPhone app. Our iPhone app is available at the apps store for download. The app is special in more ways than one: An impeccable UI takes your invoicing experience to a whole new level That's a first native app we've come up with It's available for FREE!!!!! Yeah, absolutely Free. No brainer there, we just wanted to make our users to enjoy the app no strings attachedHere some snapshots of the app: For the real experience, head
Top Contributors
MarkPosen
Naveen Kumar
Arthur
Aldo Aaron Meza Moreno