Billing, invoicing and rebates
I have an agent who is selling my services (computer repair) to consumers. When the repair is finished, I want to create a bill for the end user who will pay the agent the amount specified. The agent will then pay me the amount on the bill minus a fixed percentage commission or perhaps the full amount and then receive a rebate later. Does Zoho support such a process? I don't need to track whether the end-customer pays the bill but rather whether my agent has paid me.PDF Printing For Thai Font
Hi, I would ask about PDF. file: After make an new estimate/invoice I press the print or export, the Thai font always error but English not. How can I fix it, I use for Thai customer and must use Thai font. thanks.how to change name when issuing invoices.
I inherited a generic email account from a previous employee. Now whenever issuing invoices it sends from this - message-service@sender.zohoinvoice.com - and in the old employee name. Is there anyway I can change this, as the previous employee does not know how? The name on zoho email is perfectly fine.How to get auto notificcation to email (for instance), when there is a new customer entered into zoho invoice
Hi, How to get auto notification to email (for instance), when there is a new customer entered into zoho invoice? Is there a way to do so, and maybe programmatically ? Simon.VAT
How can I activate the vat on my invoices pleaseTimesheet - Period of time not visible (Online /Display + Report /Invoice)
Hello everyone, How to display the time periods entered in the timesheet ? (No need to edit each entry of the sheet to control). Even with an export to PDF, fields do not appear ! (Hourly ranges must be visible for my clients - Eg. As for night hours). Is it not possible to view this information online ? (display main page Timesheet) and also the notes for a quick check of the data entered. (Without having to go with the cursor over it). Apart from the many topics on the "notes", I am surprised thatInvoice Template
Hi Is it possible to display the VAT base on inovice. For example if I have following situtation: Product name Qty Price Tax Value Product 1 10 100 25% 1,000.00 Product 2 100 1 10% 100.00 Total: 1.000,00 VAT 10%report on smartphone
hello how to access to invoices report / employee on smartphone apps report is available on the computer but not on iPhone Could you help Thanks manuBoth inclusive and exclusive taxes
Hi! Is there a way to have both inclusive and exclusive taxes? For example, lets say I have an item with sales price 1000 and I want to have Tax1 [20%] inclusive to that price, but also a Tax2 [24%] added to that price (total 1240). Is that possible? Thank youPayment Gateways choices
Hi, I am looking for clarification on the available payment gateways for Zoho Invoice. There used to be more than I see under the setup. So I am wondering: Can you integrate Google Wallet? Are there plans for Apple Pay integration? Are the plans for Dwolla integration? If none of the above, is there a custom option and a tutorial where we can set up these or other gateways? Thanks, HelenPayment Terms Option
Hi, I would like to ask about payment terms option for estimate. When we create the estimate, there are only 3 option of payment term for me to choose. But, in the contact details, there are more option stated. Net 60 was selected in the contact page but during the estimate creation, there are no option for net 60. So, how to add new payment term (net 60) in the estimate form. Kindly, please assist. Thank you.Controlling the size of the company logo on Invoices and Estimates
My logo is 2" wide, but prints 6". Within the template section, are there qualifiers inside the % that can be added that will control the printed size of the logo? See attached example.Variable billing rate for project
Is it possible to have multiple billing rates for a project? I need to two different rates depending on the type of work performed. Thanks.I cant try Data Type to the Custom Fields
Hello friends, I cant see the option to change data type to the custom fields i was created in estimate and in invoices. Only put Custom Field like Text Box i want more options. In the FAQ of invoice see can try the data type in the fields but i dont see. Maybe is a perform for payment accounts ? i Actually have 2 acc in zoho CRM Thanks for the supportCRM and Invoice integration
I used to have access to the invoice module in my CRM. Now, that option is gone. I tried to reintegrate, but the Invoice option is not present. If I log directly into Invoice and look at the integrated apps and the CRM is still present in my integrated apps, but I have this message next to the integrated CRM app. I have not changed editions, what has changed? How do I fix this? Looks like there's a problem! Your Zoho CRM edition does not support this moduleHow can i AD the NIF or CIF to our Invoices ?
In the CRM i have a field to show this but in the Zoho Invoice this dont show. How can i make it see ? Thanks a lot !How to remove past "Item Details" when making an invoice?
Sometimes it's useful to have past "Item Details" and sometimes it's not. When one wants to remove a past Item Detail, how does one do it? Hitting delete doesn't work. Right clicking shows no option to delete.Problems with Pay Now Button & PayPal Link in Invoice
My client is complaining he cannot get the pay now button to work, or the PayPal button in the invoice. Is there an issue with browsers? Because The Pay Now button works for me in Opera, but the PayPal button does not. Yes, my PayPal account is connected. Thank you, ConnieNew company, existing subscription
I have a Zoho Invoice basic subscription that expires April 2017. I recently incorporated my company and want to start afresh with the record keeping. Can I use this subscription for the new company?Zoho Invoice : Adding Discount amount instead of percentage
Hi, Is there a way I can enter the discount in amount, instead of mentioning it in percent terms? For example, if the price of book is $10 and, I sell it for $8. Can I enter "$2" as discount, instead of entering it as 20%? I tried creating a custom template, but couldn't go very far. Any help / advice will be highly appreciated. Thanks!How do you refund a customer for their payment?
Is it possible to refund a customer for a payment?How to manually set timesheet entry to Billed?
I have a project where the billing is based on the project hours... with a twist. The twist being that at the end of the month, I look at my Timesheet entries, sum up all the project hours, and then I round them up to the nearest half-day (a half-day being 4.5 hours). When I am creating the invoice monthly, I am creating it manually (not generated through the project) so that I can edit the amount accordingly. Only problem is, there seem to be no way of manually flagging timesheet entries as Billed!!How to change email address of recipients of invoice
Hello, I have to delete one email recipient from one of my invoices and add another email address... How do I do that? How Do I Change Email Addresses? Please let me know, RodIs there a way to duplicate an invoice line item?
Hello all, I use Zoho Invoice for a farm business that sells meats. Many of my products sell by the pound, and packages are not identical weights. For instance, I raise chickens. People buy many chickens (sometimes 30 plus), and they each line item is the same except for the weight. I find that generating invoices takes a long time for these large orders, since i have to start by looking up the item name in the list each time. (Faster Internet would probably help, too, but that's not on the horizon.)Multiple organizations and users under one account
Hi, I'm considering to offer a billing platform to my clients. I need to know if, having a subscription to Professional Invoice, I will be able to: 1. create an organization for each of my clients (unlimited?) 2. create users and assign them exclusively to their organization I'm currently trying out a free account with which I have not the opportunity to test the functionality of assigning users to organizations. MicheleTimesheet + Invoice issues
I am just exploring Zoho Timesheet and Invoice to see if it fits our needs. 1. Is there some way to enter timesheet start and end times using 12 hour clock and AM/PM? 2. From other messages I gather that displaying start and end times on the invoice is being worked on. Any estimate for completion? 3. When creating a second or subsequent invoice, I see that the invoice feature shows a message alerting (correctly) that there is an unpaid balance for a previous invoice. How do you make that unpaid balanceChange format of bill to address
I'm testing the Standard template and the format for the bill to address is wrong. It formats it as... Rob & Joe Traders 4141 Hacienda Drive Pleasanton 94588 CA USA when it should be Rob & Joe Traders 4141 Hacienda Drive Pleasanton, CA 94588 USA How can I change it? Also, how do I disable the country from the Organization and bill to adresses?Pay invoice as a Guest (i.e., without using an e-mail address)
I am a physician and may of my clients are older and thus may not have an e-mail address or have not provided me with an e-mail address. Can I set up invoices to allow patients to sign on as a guest using an invoice number or patient unique identification number and a password (provided to the patient on the invoice) without having to supply an e-mail address with the option of setting up an account using their e-mail address? Many healthcare patient portals allow patients to sign on and pay invoicesHow can clients without e-mail address login with an invoice number and password printed on an invoice.
I am a physician with older patients, some of whom do not have e-mail addresses, as well as patients that have not provided us with an e-mail address. We would like to have the ability to have patients login to the payment portal using their account number and a password that has been printed on the invoice (i.e., make payments as a guest). Many healthcare payment portals give patient access this way with the option of setting up future access by creating an account with their e-mail address andLost ability To connect to Zoho Invoice!
From the old zoho version: I'm pressing on the little Invoice icon and I'm getting a blank screen. From new zoho version: The little 'invoice' icon is not even available. I can log in to my mail and everything in Mail is working perfectly except for switching to zoho invoice. To acces my invoices I need to login to zoho Invoice otherwise Invoice is not available through the shortcut. Any Help?Return Receipt in email
Hi Zoho, I think we all need a return receipt option for invoicing and estimates it would be nice to know if and when my customers received the estimates / invoices the idea is make them force to confirm the email so we know to 100% the invoice has been received Hope this is not so difficult to add (I'm sure it is that's why it is not added yet ) other then that you guys are awesome and I love ZOHO Thanks MarioInvoice sent by name
Hi, When I send invoices, they are displaying my Zoho account name as the sender in the email header. How can I change this?How can I delete a credit note with a refund?
How can I delete a credit note with a refund? when I try to delete the credit note, it says that the credit note has a refund but I didnt found the option to delete that refund.Future invoices (on invoicing after 1st year with different amounts)
Hi, I have set up the ZOHO invoicing app for our company which provides annual services. Currently i have noticed the following two cases for which i cannot find a solutions. 1. I need to create invoice for Year 1 (sales with X amount) and then separate invoice for each subsequent year (maintenance with Y amount). Is there was way to do that from year 1 itself or must it be done manually. 2. I need a place to store notes for each customer. Some customers provide special notes which are applicable%projectname% placeholder
Hi, I'm having some difficulty figuring out how to use this particular placeholder in my email templates. In my Invoices, I have the field for "Project" checked, and fill in the name of the project as I do for all other fields in the invoice. This is not a custom field, but rather one that seems to be a standard optional field in Zoho. The project name that I enter in this field, however, does not for some reason associate with the placeholder %projectname%... in which case, wherever I useMaximum number of invoice and estimate lines
My evaluation continues - so far, mightily impressed by Zoho Invoice. I've typed quite a few invoice lines and estimate lines in but got a bit tired! Is there a limit on the number of lines that can be added to an invoice or estimate? Likewise,is the API restricted to the same limit?Invoices Not Displaying Correct Values for Time Sheet (hourly) Based Billing
When creating an invoice from time sheets, using the "Service - Professional" template, the Qty column displays "1" and the Rate column displays the Rate*Hours (total amount), and the Amount column displays the total amount. This is not the way the information should be displayed or populated. As an example of properly populating the invoice, if number of hours billed is 10, and the rate for services is $150/hour, then the Qty = 10, Rate = $150, and Amount = $1500. I have attached an example invoiceAPI limits for ZOHO Invoice
Hi I really need to know the API rate limits for ZOHO Invoice. Why are these not listed in the API Help documentation? Is there a per minute rate limit? A per day rate limit? Hope I get an answer soon. We are evaluating Zoho Invoice but need to know about any API limits before we can proceed. Cheers!How do I change the Currency Base for my organisation
Hi I'm an Australian Based Company that charges and account in USD (US clients) I'm unable to change the currency base in Zoho Invoices - it appears all options are "locked" and cannot be changed Have followed any forums help topic I can find but as above - all options are either locked or does not exist - this is a new organisation registered with Soho - there is zero data and still trying to get pass this step. so the question is does SOHO invoices support companies registered in one countryCreate an invoice in php with API
Hello, I try to create an invoice in php from the API with this code : $jsonData = '{ "customer_id": "467818000000193001", "reference_number": "", "date": "2016-05-18", "payment_terms": 15, "payment_terms_label": "Net 15", "due_date": "2016-05-18", "discount": 0.00, "is_discount_before_tax": true, "discount_type": "item_level", "is_inclusive_tax": "false", "exchange_rate": 1.00, "recurring_invoice_id": "", "invoiced_estimate_id": "", "salesperson_name": "", "line_items": [ { "item_id": "467818000000031001",Next 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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