Portal customisation
Hello, How do you customise the Invoice customer portal? Here are what I need to change: - choose which custom fields to show in the "My Account Details" section - choose the layout of the document previews how can you do that? thanksEmbed company logo in e-mail template (embed, not link)
Hi all, we're currently sprucing up our outward appearance a bit, and as part of this effort we're revising our invoice notification and payment reminder email templates. To add our company logo to the email itself, we've resorted to using a standard img=src direct link format so far, but with the increased blocking of image links by newer email clients, more than often the resulting email looks blah with the images being blocked out and replaced with the email clients' placeholder. One way to worklink to view invoices on portal
Hello, I notice an issue when clicking the link sent to customers so they can view esimates/invoices/etc on the portal. If the customer is not logged-into the portal, the web page to view the document is show in the language configured for Zoho invoice admin which might not be the customer language. Could you at least use the langage of the user's browser? thanksPlease Bring "Reporting Tags" to Zoho Invoice
Hi Zoho, Could you please bring the Reporting Tags from Zoho Books over to Zoho Invoice? I use Invoice mainly to keep track of rent for our (money-losing) art studio, but we also sell some of our own paintings. I'd use Zoho Invoice more for the paintings if there was a way I could more easily differentiate between the two revenue streams. Since this feature already exists in Books, in my mind it should be simple to bring to Invoice. https://www.zoho.com/books/help/settings/reporting-tags.html Thanks!I have two organizations, can I merge them?
I have two organisations under my user account, with different templates, contacts, numbering, etc. I'd like to merge them together. Is it possible? Thanks in advance! ElaineAll dates are off by one day.
For instance, today (Friday, June 2) is appearing as June 3rd.Different Discount Groups
Hello World: I am testing invoice.zoho and was looking for this feature: We always have a BASIS price, which is the same for everyone, but we have different customer groups and attached to these clients different pre set discounts. Regular one time buyer get 0% discount Regular buyer get always 10% discount after first order Dealer get 25% Discount Distributor get 40% discount. I want zoho to choose automatically the discount for each client once pre selected. How would I accomplish that?Trigger Zoho CRM task upon event in Zoho Invoice
Hi there, I'm trying to set up a workflow: Account balance is overdue by X days --> New task in Zoho CRM assigned to Account Manager. Can this be done? Note: We already set up email reminders in Zoho Invoice yet our team would prefer tasks in the CRM. Thanks! P.S.: A fantastic out of the box feature addition would be a color-coded status flag (e.g. Paid, Outstanding, Overdue, In Collection) on the account record in the CRM . Ideally in the "Receivables" column.Tasks not visible on the portal
Hello, I have a problem with the portal on Zoho Invoice. I activated the portal for a contact. This contact has an active project with several tasks and a few timesheets. Everything is active and no task or project is inactive. When the contact connects to the portal, it sees the project but it sees no task in this project. Why ? thank you in advanceZoho Invoice - CRM -One integration questions
I have Zoho Invoice as part of the Zoho One package. Yet it will not let me add users. 1. When in Zoho Invoice > Users & Roles, there is no 'INVITE' option for adding any of the four CRM/Zoho One users. And when I click on the Users tab, I get an internal server error on a page with a long url but that has zoho books in the url. I have emailed support and not received an answer so trying here. 2. When in Zoho Invoice, I am trying to sync 'invoices and estimates' with Zoho CRM. But when I click enableRestrict workflow rule trigger when Invoice updated via API
Hello Team, I would like to know whether it is possible to restrict the workflow rule trigger while updating Invoice through API. There is a facility in Zoho CRM API to pass parameter value false for parameter wfTrigger. Please let me know if this is possible. Thanks in advanceSending invoice pdf via email from Zoho Invoice
Hi, two questions: - how can we remove " - Sent Using Zoho Invoice" from the subject line when sending out invoices directly from Zoho Invoice? - can we add information from the contacts module when creating an invoice / to the invoice without having it show up on the actual invoice? This info is only required when sending out emails (invoice, reminders, etc.). ThanksAccess to portal without password?
I'm testing the customer's portal features and actually there is something that I think it's not so useful to the customers. My point is: each time a new contact or account is added to Zoho Invoice I have to authorize them manually to access the portal? Can't we "bypass" the authentication and leave customers to log into portal without having to input a password? Why I'm asking that: when we send a new estimate to customer, on the email template we have a url that takes the customer to the portal,[PDF invoice export] Do not split bank details into 2 pages (like page-break-inside in CSS)
Hi, Is it possible to force the bank details to be on one page, and not be split into 2 ? My Invoice ends with bank details, which look like this Nos coordonnées bancaires : Banque x RIB : xxxxx yyyyy ... IBAN : xxxx yyyy BIC : .... Usually my Invoice fit on one page on the PDF export. But it's possible that, with one extra product in the invoice, the "bank details" bloc split into 2 pages (with for example IBAN and BIC on the second page.). I want to have all "bank details" on theZoho invoice Braintree Payment issue (Internal error)
Hello, My client tried to pay his invoice several time with braintree API but it's showing an internal error... Need your help to fix that please. Thank you in advance.Name format
So we seem to have a strange mix of name formats in our zoho invoice. We linked it t zoho crm and did the name format in zoho crm but still no consistency. Ideas pleaseBanking details needs to be captured during payment/receipt transactions
Banking details needs to be captured during payment/receipt transactionsprint out items- catalogue
As a company we carry pricelists which has always been difficult with zoho crm. So in invoices what are our options. We have just been printing out the item page in different views. Does anybody have ideas on creating proper reports with the images. This would be so great. i know we could create a blankish quote sheet and the list all of the items but not ideal.reports: BCY vs FCY
Hi, when viewing reports in the new invoice interface, there is a selection button labled "FCY / BCY" on the right hand side above the report item list. Was just curios what FCY and BCY means. Thanks!Restrict Items showing in Zoho Invoice?
Is it possible to only show certain items in the Invoicing App, even if listed in Inventory App. I have created composite items, which are manufacturing components and not required for the Sales person to see in Invoicing. Having all the items showing makes it too complicated for the Sales Person, you know what sales people are like!Invoice with hourly rates plus lump sum / fixed rate
I bill my clients per time plus when I work for them at their location I charge a fixed rate that covers the time and expenses spent on travelling to them. When I work from my office, I do not charge them that fixed rate of course but only the time that I worked for them. My question is: How to include the fixed rate for travelling in my invoices? Currently I am using Google Sheets to keep track of my work and have a column to state if the fixed rate applies. Ideally, I had hope for a checkbox likeReport Designer
Hi, Is there a possibility to create a new report by user themselves - selecting the columns required in the report and the filter fields and the field to be grouped. Basically a report designer kind of functionality is what is my look-out. As in the Project area - only there are 3 reports - Project summary, project detailed and timesheet report. This is not enough. So may be if a designer sort of interface is there - then it will be good to choose our own columns and grouping and filtering to generateBad change in online payments
Until now, when I send an invoice to a customer to pay online, the email contained the link to the payment page, no matter if the customer had enable portal or not. From now on, if the customer (or one of the contacts under the customer) has the portal enable, the payment link at the invoice do not bring him to the payment page, but to the portal access page. This add an unnecessary step for the payment, first to log in the portal, just to pay. For customer was better before when they just clic theZoho Invoice and Zoho CRM integration
hey, i'm using zoho invoice for estimated/quotes and invoices i activated it in zoho crm. Now i want to send my customer an "sales order". Is it possible in zoho invoice to create this? I don't use the quotes module or invoice module from zoho crm because it has limited funtionalty for my workflow. And what i also don't want to do is creating the sales order from scratch in the sales order module. I want it to work automaticly otherwise it's just slowing me down not helping me. maybe someone canNo bills in the customer portal
Customers can not see invoices in the customer portalchange company name?
Hi, how do I change the company name on my invoice? Thank you in advance.Can I search by custom fields?
Hello all, I had added a custom fields to my contacts so that I can reconcile them with another system. Can I search contacts by custom fields? Right now I have to pull ALL my contacts and search them. Thanks RalphStatus of unbillable tasks default incorrectly to "unbilled"
Steps to reproduce (in the browser interface): - click on Timesheet in the left sidebar - click on a project name - in the Tasks list rollover a Task with Type "Non-Billable" and click the Start button that appears - the Status of the task appears as Unbilled Shouldn't the status be "Non-Billable"?How can I create multiple labels for the Quantity value in an invoice template?
I'm trying to bill for services by the hour plus add expenses by the each. But I cannot figure out how to customize the way the items are described. The services are saved as a project with time entry and set to bill by the hour. I add the project to an invoice using my template. In my template, I set the label for "Quantity" to say "Hours" at the top. That part works as I'd expect. But I also have unbilled expenses that I add to the invoice. These expenses are categorized and given a dollar amount.I added some custom fields, now I need to export them
Can someone let me know how to export custom fields?Does zoho offer something like hello sign where customers can sign a contract electronically?
Does zoho offer something like hello sign where customers can sign a contract electronically? Im getting frustrated with entering the customers information twice (once for each application) and I am looking for a product that is more seamless. I use zoho invoice, so i want something that will merge the data over.Tax calculation not adding correctly
I'm having a problem with my taxes on invoices. Currently I have two taxes set up; PST at 7.0% and GST at 5.0%. I've set them up as a group so that they display separately however when the two are added together as a group they add up to 12.35% for some reason. This means that I'm constantly overcharging taxes. I checked both rates a reset them to 7.0 and 5.0 respectively but it hasn't changed the group rate. I need to get this fixed soon. Can anyone help me with this?Multiple thank you notes
Hello, there is an option to create multiple thank you notes in Zoho Invoice, but I don't see where I can select which note is being sent. When I mark the payment of an invoice as paid, I only have an option to send out the 'standard' thank you note. I want to send out different thank you notes based on the service provided. Is this possible? If yes, how? If no, why the option of having multiple thank you notes?Staff (user) on Zoho Invoice permissions (Level of access) request.
I am signed on as a user, on my Invoice account.... And my staff has way too much access to sensitive information! I need the Users to only create invoices, add payments, and add items.... Not have access to the "Dashboard", Settings and Reports. Will this level of control be added soon? I would like to be able to create a user for my account, and set the level of access, and then send the information to them, not "invite" them. Invites should be for customers to access their invoices.How to show a project name in the header an Retainer Invoice?
I see that from the Project module one can create Estimates, Invoices, and Retainer Invoices and they are associated with that project. Great! But, if I create a Retainer Invoice this way the Project Name appears outside of the actual invoice, not listed in the header (as it is with Estimates and Invoices). Is there a way to list the Project Name in the header of a Retainer Invoice without having to manually type it in?Please add date sort to Expenses during Invoice creation
Zoho, Time on a project is delivered to the invoice in date order (as opposed to entry sequence - which was changed about 2 years ago) - why can't we have the same thing for expenses? I enter expenses as I have them - sometimes, my expense information isn't available until the end of the month - for expenses earlier in the month. The invoice shows these expense items in the order they were entered, regardless of date. I know I can move them and re-order in the invoice - that's what I'm doingLink location to make a payment
Does any one know the link to make a payment to increase space? Please send. I cannot upload anymore documents and need to immediately. But, I cannot find portal to make a payment to purchase on Zoho. msoler@executiveworkforce.com. Thank you, MikeHow to remove empty placeholders on an Invoice?
Hello, On Zoho Invoices in Contacts' Billing Adress we have a few placeholders for different address lines, however not every contact has every single address line filled out (eg for somebody 'state' might be empty), and when we create an invoice for such contact we get empty lines (where the placeholders should be, but they are empty) in between of other placeholders. Is there a way to remove empty line of an empty placeholder on the invoices?Can't sent .dwg files as attchement anymore with invoice
Hi, i can't sent .dwg files anymore when i sent a invoice, i get the message "File types with extension dwg are not supported". But from begin this year untill now i was able to! so why it changed? and is there a way to fix this so i don't have to go toi my email client to sent my invoices? Regards JosCreate a task in Z-Desk from Z-Invoice via a webhook ? [SOLVED TWICE]
Hello everyone, I'm not a coder or dev. So, sorry if my question sounds weird. Is it currently possible to do such an action with Zoho Invoice ? I just read that Zoho Invoice stops supporting XML in API for more than a year now. Since yesterday, Zoho Invoice API documentation is a 403 forbidden page "Getting Started" apart. Thanks for help. CheersNext Page
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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
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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
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