Webhook for Payments Module in Zoho Invoice
Hi, I would like to trigger the webhook while Payment is created in Zoho Invoice. Could you please let me know if this is possible.? Thanks in Advance
Import multiple orders
Hi, Is it possible to import multiple orders (commandes) or invoices in zoho? Thank's :-)
Send delivery note directly from Zoho?
Hello, when I create an invoice I can send it directly from Zoho. After creating an invoice I create a delivery note, but I cannot send it directly from Zoho as far as I see... I have to safe it as pdf and then send it. Is there a way to send it directly like an invoice? thanks Paul
Regular invoices for unbilled work
Can you create a regular invoice for all unbilled work?
Zoho Invoice. Expenses Not to be double taxed
Dear colleagues, I'm doing invoices where, in general prices are tax-excluded (it is market in "edit invoices, last point before including concepts")... When I include expenses.... such expenses are included in the calculations for the total amount, but they are also taxed (independently of their own tax, if any) !!! For example: a) Situation A ---> Item 1: Price of 100 € + 21% VAT = Total 121 --> It is OK b) Situation B --> [Item 1: Price of 100 € + 21 % VAT] + Expense of 40 € (VAT already
Zoho Invoice and Zoho people
Hello again Zoho, Is there a way to synchronize the 'expenses' in zoho invoice with a form in zoho people? My company records expenses made for the office and employees in the expenses section of invoice. I would like to synchronize so that once I approve a payment, it records automatically in 'expenses'. I await your reply. Thanks
Invoice adjustment showing up as customer credit balance - help?
I had a customer pay me in advance for a portion of a project based on an estimate. When I issued an invoice for the remainder, I entered that payment as an adjustment on the invoice, so that his pre-payments were reflected in the invoice total. He paid the remaining balance and I thought everything was fine. However, when I created a new invoice for some additional work, Zoho is now telling me this customer has a "credit balance" that, if I desire, I can apply to this invoice. This is not correct!
Paying thru Zoho
I just received an invoice from my supplier Simplewan in AZ and it has been impossible to pay neither by CC or paypal, Looks like there's a problem! We were unable to process the payment because the billing address of the card holder does not match with the address entered. Simplewan & Zoho say there's no problem, so why doesn't it work ... I find this very unflexible and unconvenient, zoho is not up to its promises I'm afraid, won't recommend it ...
Restore lost Invoice!
Some time ago I tried to Upgrade from Invoice to Books. I not upgraded and staid n Invoice. Now i tried again and first i deleted the old trial of books. But now all is gone, PLEASE HELP!! i have no backup and i have to have at least 7 years data retention by law.
Add a item type column to the input form
It sure would be nice to define a type for each item on an invoice. IT can be difficult to account for items that are Products, Services, Reimbursable Expenses, or Various Fees. They all get mashed together at the end of the day and it is hard to seperate them at tax time. Thanks!
Automatically add Terms of Service into the Invoice, and Add footer informations.
Hello ! I have 2 questions : - I would like to know how it's possible to add a "Terms of Service" section displayed on the page after the invoice (I don't want it attached, or just after the invoice informations). - How is it possible to add footer informations in small characters like VAT number, Company adresse, phone number... (i'm using the "simple" template) Thanks a lot ! Quentin.
customize invoice template
Hi Zoho… Your invoice software is running great for me… I’m all definite to buy it when I hit my 25 Customer limit For the moment, I just can’t figure one small thing… want to customize my template to this Screenshot… can you please guide me how I would do it ?
Send new invoice with reminders about invoices overdue
Hi! It will be more effective for me to send to my customers new invoice with reminder about overdue for his old invoices. For example. If customer1 has not invoices overdue I would like to sent a new invoice with text: Dear customer1, The invoice #008 is attached with this email. Here's an overview of the invoice for your reference. Invoice Overview: Invoice: #008 Date : 30 Mar 2016 Amount : $1,000.00 Debt in favor of our company- $4,000.00 Please let me know if you have any questions. If custumer2
What is wrong with the following url?
https://invoice.zoho.com/api/GET/estimates/{$estimate_id}?authtoken={$auth}&organization_id={$org_id} hello there, im using the above url to get the data from estimates module in zoho invoices, but i keep getting the following response <Response status="0"> <Code>5</Code> <Message> <![CDATA[ Invalid URL Passed ]]> </Message> </Response> can you please tell me, what im doing wrong here?
How do I create an invoice with all of my timesheets?
How do I create an invoice with all of my timesheets?
Banking details appearing over logo!
So we've been using Zoho Invoice, no major issues until the last couple of days. Suddenly our banking details are appearing over the top of our company logo up the top left of the page!!!! I've tried sorting this out with your "live chat", however no one has come back to me and your rep could see this is an error. Why does this take so long for you to sort out? We are not invoicing customers now until you fix this as it looks very unprofessional.
Custom Domain Mapping
Hello, Is it possible to use my own domain for Zoho Invoice like billing.mycompany.com instead of invoice.zoho.com ? If so, could you point me in the direction of the documentation as I have been unable to find it.
Get original copy of paid invoice
I want to get a copy of an invoice for which I have already recorded payment. Currently, if i just download the pdf, the invoice total will be zero. I want a copy of the original state invoice, with the correct total and without the payment. Is the only way to do this to delete the payment, export, and then add it back?
How to fetch data from estimations in zoho invoices?
Hi, I am working with zoho invoices and want to fetch data of estimations from Zoho invoices using Zoho api using php curl, now i have tried 3 to 4 different solutions but none works, please don't refer me the official site's documentation i have read it 4 times and i'm not able to do what i want. To sum up i need the php curl url to fetch data from estimation module in zoho invoices.Thank you.
Custom portal url for zoho invoice
Hi, Is it possible to have a custom url for the zoho invoice portal? Regards, Christian
Show Prices Incvoice
Good Morning I would like to know if we can show on the invoice the retail price, the price list aplicable to that customer and the discount. Many Thanks
Final Invoice Layout
When creating an invoice, the user can choose to invoice unbilled expenses. I do that and all is fine EXCEPT that invoices come on the invoice listed first. I would rather have my time and tasks first and invoices at the bottom. I do not understand this. Is there a way to do this? Zoho tells me there is not, but surely I am not the only user that would like expenses at the bottom of the invoice and my time at the top.
How can I import my Zoho Projects timesheets into Zoho Invoice ?
Hi ! I use Zoho Projects for years and now, I'm testing Zoho Invoice in order to see if it could replace my current billing system. I setup the whole thing and I'm ready to send my first bills produced by Zoho Invoice. The only problem is that I can't see how I can "import" / see / use my Zoho Timesheets for billing. As all products seems to be related with the token, why can't I have access to my timesheet from Zoho Invoice. I don't want to dupplicate all entries. Thank you !
How can I change an expence status to indicated it has been reimbursed
Hi! I've just finised importing all my expenses from september until march in Zoho Invoice / Expenses. Of course, all transactions has been reimbursed so for but I can't see where I can change the statut of those expenses to "reimbursed" either one by one or bulk change. Thank you !
Bulk 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, Reshma
New Comments and History Update
The update to the "Comments and History" section needs to be changed back! Our company relies on that section being easily visible when looking at an invoice. We use this section several times a day to understand if the product from that invoice has been send to our distributor. This is imperative for us. Please help!
view start and stop times
Is it possible to view the logged start and stop times for a task?
Tax issues
I think I must be missing something very basic here, since no one seems to have the same question. I am helping a friend set up different tax scenarios for her German translation business. Within Germany she charges VAT; business clients outside Germany have to pay the VAT themselves (reverse charge) so she doesn't add it to her invoices except as a sentence reminding them that it is their responsibility to pay it. I can't figure out any way to just leave taxes off, it seems I have to choose a tax
Edits to timesheet, goes back to unfiltered list
If I examine my timesheet entries by client, then select View By: Unbilled and Period: Previous Month, when I edit a timesheet entry (for example, to clarify my notes or fix a typo), as soon as I press "Save" on the log entry I go back to a totally unfiltered view of timesheet entries for that client. Oddly enough, when I begin in the "All Timesheet" view and make edits as above, I return to a properly filtered view where my selection of "Unbilled" and "Previous Month" is maintained. Can you fix
Webhook for Payments Module in Zoho Invoice
Hi, I would like to trigger the webhook while Payment is created in Zoho Invoice. Could you please let me know if this is possible.? Thanks in Advance
API post via Android
I hope I am in the correct forum. I am trying to make a POST via the invoice API. On android, I am getting error code 500. When using curl I am getting the following message: {"code":2,"message":"Invalid value passed for JSONString"} I have tried the following > https://invoice.zoho.com/api/v3/items?authtoken=xxxxxxxxxxxx&organization_id=163411778&JSONString={"name": "H5afdrsfdswd Drive","description": "500GB, USB 2.0 interface 1400 rpm, protective hard case.","rate": 120.00,"account_id": "","tax_id":
Edit Late Fee
How do I edit the Late Fees in Zoho Invoice?
Adding extra fee when paying by credit card
Is there any kind of option or setting where I can charge,say 3% more if they choose to pay with a credit card such as swipe? Swipe takes a lot out of the payment. I only want to add an extra fee, like a convenience fee if they choose to pay with credit card. Is there a way I can do this?
Recurring invoices on the iPad
How do you edit a recurring invoice service on the iPad? You can pull up customers, but it doesn't show the recurring invoices they have associated with them.? When I pull up a client I want to see what recurring service they have with me. I want to see the next payment due for them. I don't see any of that on my iPad. I don't see upcoming invoices at all, only paid and overdue.
CAN I CHANGE THE VIEW OF THE DASHBOARD
HEY , I NEED TO HAVE VIE OF ESTIMATES AND INVOICE DATA IN MY DASHBOARD CAN THE VIEW OF THE DASHBOARD BE CHANGES
decimal point estimates in lines
Hello, I have set decimals in currency section 0000.00 € and everything is right but when I am introducing price lines estimates will not allow me the use of the comma. for example: I write 100,22 and will not let me, I write 100.22 and then in the final estimates itself out 100.22 thanks
How to bill for multiple timed projects at a fixed cost?
I have several projects for a client that are set up in the time sheets section. I would like to bill for all of these projects at once. This does not show up when I go to create an invoice: The link "include unbilled projects" just below the item table. How would I bill for these projects at one time?
Does anyone sync ZOHO crm with MYOB Account Right Live?.
I am specifically looking for the syncing of invoices between Zoho and MYOB. Entering the customer invoices in MYOB and receiving payments in MYOB.
Can Zoho Integration with Mutiple MYOB files
We are an organisation that has 5 different businesses under our umbrella. Each business sells different products but mainly sells to the same group of customers. We would like to set up a CRM whereby you have 1 Account for each customer but enables us to be able to synchronize 5 different MYOB company files depending on what product has been sold. Does anyone know if this is possible?
Invoice templatre - Terms & Conditions on backside of the page
Hi, I'm trying to use one of the invoice templates from the gallery. I would like to always print the "Terms & Conditions" on the backside of the invoice. How is this done ? Can I insert a page break somewhere or any other trick ? In the past I used the "HTML editor" to create templates unfortunately this option has ben removed, it made Zoho invoice stand out from the competition. Best regards, Francis
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