Zoho Invoice - Custom Fields From Estimate Transfer into Invoice
When I mark an estimate as accepted and my invoice is created, the custom field information is not included on the invoice. Is there a way that all the information on the estimate ends up on the invoice See attached for example of the missing info in the invoice ThanksWindows 10 Universal Application
It is great that you guys are already supporting Windows Phone and Windows 8 with both a mobile and desktop app, however the apps are quite outdated in terms of the UI and the functionality. It would be great if you guys could develop a Windows Universal app that has the same polish and features as the apps on Android and iOS. Major features that are missing from the current Windows apps are estimates and invoices. I have also taken the time to mock up some UI concepts and to how I would like theNeed to know the amount spent to the project and profit
Hi Team, I required 1 help in zoho invoice,is there any way to track the amount which we have spent to 1 project ex : purchased lan cable,patch card & labour bill,then we need to raise the bill to customer. In the final output i need to know that remaining amount is our profit.where can i see this option. Regards, Rajesh.SRecurring invoice - Create, Charge and Send Invoices at a customer level
Hi, There needs to be a way to apply the settings for this option on a customer level and not just for the entire account. There are times that we have the customer credit card but don't want to auto charge them monthly on a recurring invoice. But we do have the need to do this for select customers. Thank you.Customize translation for customer's portal?
I've checked the customer's portal and it has been shown in Portuguese from Portugal language, which is very bad to brazilian people, where I am and make business. So, is there any possibility to customize some words just for the customer's portal? Additionally, I saw that customers only can pay their invoices (using Paypal for example) through customer's portal. Is there a way to send a direct paypal link instead of an url to take customers to portal?Questions about email template
I'm facing a little issue with email templates, for invoices and/or estimates. I've customized the email template and put a html code, however after saved it, Zoho changes my code automatically inside my html code with a lot of <br> tags (<br> is line-break in html) and the template gets broken with those line-breaks. Is it normal or I can't use html content for email templates? Thank you.Adding Billing Instructions/Wire Transfer Details to the Invoice
Hi Guys, We are in International services and have multiple overseas clients whom we invoice in their respective currencies. I am sure many of us are doing the same for our various customers. I have a suggestion here: Can you please include a option of adding billing intsructions/wire transfer details to the Invoice? I know that I can add custom notes to the end of each invoice stating the bank details for payment or international BACS transfers. However, we use multiple bank accounts and have differentSell services instead products
I'm a webdesigner freelancer then I sell services instead of products, and each service (a webdesite for example) can have a different price for each case, customer or project. I made a test generating a new estimate to myself and, in "New estimate" screen we have no option to set the price. The same happens with "Items" list, so, I can't set a price individually to the same item, which could be "Webdesign" or "Web development". In conclusion, I inserted a new item in Zoho Invoice called "WebdesignCan we hide the currency symbol for estimates, invoices and payment receipts?
Considering I only make business in my city, I don't need to show the currency symbol, it's totally irrelevant for my customers. Is there a way to hide it?remove the zeros.
Hi Team, while generationg the Invoice in Qty field it shows like this 1.000 for 1 quantity ,request you to tel me the steps to remove the zeros. Regards, Rajesh.SZoho invoice with barcode
Hi, Would like to have invoice number bar-code can zoho invoice. Can I add a barcode font or any other way ?multiple invoice notification email templates
Hi, Depending on the scenario, I modify our "invoice notification email" template with different introductory text. It would be great if I could create multiple templates to choose from ie. template #1 is for a new customer (first invoice), template #2 is for a regular customer . . . etc. Thanks! Brian http://www.redpelicanmusic.comCustomer Statement Header
Hi All, I hope someone can help. I am looking for the area to edit the header for my Customer Statement. Right now when I send this out it says "Statement of Accounts" but it should say "Statement of Account". I am sure there was a way to edit this but I cannot find this now. Thanks.Marking items as paid
Is there an option where I can mark tasks on a timesheet as paid? It currently says they are all unbilled and I do not know how to change this.Two issues with using workflow automation to send email
Hello, I'm trying to use the workflow automation feature of invoice to automate an email to my customer when the invoice date arrives. Ex: I want to create an invoice with a future invoice date and on that date, have it email my customer. The email successfully sends to the customer, however, I have two issues: 1- the status of the invoice did not change from "Draft" to "Sent" (shouldn't it have?) 2- there was no pdf of the invoice attached to the email (how can I get attachment to send on emailsAssign customers to salespersons - Zoho Invoice
Hi, I am new to this application and I am not sure if this application suit me as an owner of a company with few staff.I am looking an application that allow me to assign group of customers to each individual salesperson which then allow them to do estimates and sales order for their assigned customers. Besides, salespersons can only view invoices and owing of these customer rather than other customer which have been assigned to other salespersonn; whereas me and my admin can view and manage all.Tips Payment
Hi Zoho team, I have some clients who occasionally send payments with an extra amount. For example, if I send the invoice for $41,5, they will send $50. They consider this as a tips instead of to be used as credit for the next bill. What should I do to make it considered as a tips, not as an "unused amount"? Thanks.Backup function
Hello, as I'm sure you will agree, backing up is extremely important. Currently, to backup my data I go to each table and export the files to excel individually customers / invoices / items / recurrences / payments A function which would produce all files (and maybe even a settings file, plus custom templates) and download as a zip would be extremely useful. What do you think? V.How do you use the "Automation --> Email Alerts" section?
How do you guys use the "Automation --> Email Alerts" section? Can you give me an example of how you use it? I'm not sure if it would be helpful for me, but maybe I haven't been creative enough in my thinking. I'd love to know how you guys use it to give me some ideas. (:Tips Payment
Hi Zoho team, I have some clients who occasionally send payments with an extra amount. For example, if I send the invoice for $41,5, they will send $50. They consider this as a tips instead of to be used as credit for the next bill. What should I do to make it considered as a tips, not as an "unused amount"? Thanks.currency
About base currency and customer currency. In the Invoice, I would like to the base currency for all items, sub total and total amount. And show a additional customer currency in the final total amount. Also, show the exchange rate. For example: Item # 1 100 2 110 3 200 sub toal 410Cannot create estimate/Invoice (the Zoho Invoice version) from Potential page?
According to the documentation regarding the Zoho CRM and Zoho invoice integration, I should be able to create Zoho Invoice estimate/invoice from within the Zoho CRM contacts or potential page. See https://www.zoho.com/crm/help/zoho-invoice/#Create_Invoices It clearly states: To create an invoice/estimate Click Contacts, Accounts or Potentials module and select a record. In the [Record Details] page of the Contacts, Accounts or Potentials module, go to the Zoho Invoice/Books Related List. Click Fetch (ifZoho Invoice Attachments Questions
I have been using Zoho Invoice for about a year now and I LOVE it. I recommend it to clients all the time. I have noticed that the attachments feature has improved quite a bit and it is looking like something I could actually use in my workflow. However before I do, I have a few questions I can not seem to find the answer too and thought I would ask publicly so others could find the info as well. 1. Is there, or will there be a way to mass export attachments? I have no desire to leave Zoho, but ICurrency in dashboard not correct
I read in the forum that currency problems exists here and there. In the dashboard it is completely wrong. I've sent invoices in SEK but the amount is shown in euro in the dashboard. Probably because euro is my base currency? Will the dashboard support multiple currencies in the future?Delivery note Align to centre problem.
Hi, Just went to create a delivery note for my invoice and the title 'Delivery Note' nearly overlaps my bill to address. It needs to be centered like the Invoice template. As it looks like it's 'align to left' instead of 'Justify centered'. Thanks, Will.Inovice Autogeneration
Hi, one of the major reasons I want to use Zoho Invoice was because of the auto-generating invoice numbers and associated statistics! However, the government made the invoice formatting mandatory, and I need to find out if its possible to make this work somehow? The Prefix is R1 (associated with an LTD. and taxation) is OK but, I need the auto generated invoice number (next number) to be followed by a constant /S1/1 e.g. Invoice numbers (max 999 a year). 001/S1/1, 002/S1/1, 003/S1¸/1, etc. (numberingChange System Logo
I want to change the System/Org Logo following this instructions: https://www.zoho.com/invoice/help/settings/online-invoice-settings.html#logo-and-themes The problem is that, as directed on the link, there's no Settings Tab, Setup Tab or anything alike. Please help. I am on the 15$ plan. Thanks.Customize Zoho Invoice
Can you put in a formula into a Zoho estimate or invoice?Send reminders based on invoice/product type?
I have two types of products: One is product-based and invoices are all individual. The other is a service set up with auto-recurring invoices each month. I have an auto-reminders set up to tell people when they are past due. However, when the service is past-due I would like to have some additional information like "Your service will be terminated if not paid, etc" to warn them ahead of time. But, I don't want this on all of the reminders since it doesn't apply to the product-based invoices - onlyEstimate change to Quotation
hi friends, I am using zoho invoices, But I need customize estimate title to quotation, Because this word "Quotation" is popular in my country (Malaysia). How can i do? please advice. thank a lot.Undelivered mail with Zoho Invoice
Hi I'm using a Google Apps domain which I have integrated with Zoho CRM. When mailing an invoice with Zoho Invoice - I get the following error: Hi, Your message to the following recipient was not delivered. Please find the details below. Bounce Details: Bounced Address : user@mydomain.com Bounce Reason : policy-related Daignostic-Code smtp;550 5.7.1 Unauthenticated email from mydomain.com is not accepted due to domain's DMARC policy. Please contact administrator of mydomain.com domain if this wasWorkflow Automation
I would to have Zoho Invoice send an email (reminder) when I have a land lease payment due, based on Recurring Expenses "Next Expense Date". I am trying to accomplish this by creating a Workflow Automation rule. The problem that I am having is I don't have a trigger for this action. I am currently only able to do the following: Execute the workflow when "Recurring Expense" is created, edited, created or edited, deleted. I chose Created. I need a trigger filtered by "Next Expense Date" so thatE-mail address
I just paid for a Basic Account. Can I send from more than 1 e-mail address. I tried to add 2 more E-mail addresses, but the Zoho e-mail message sent to me did not have a button. Zoho message said: To verify the same, please click on the 'Confirm Email Address' button, found below. This link will expire in 7 days. But no button was present.Disable payment thank-you emails
Hello, can someone please tell me how to disable sending of the "Payment Thank-You" emails?Looking for a additional feature as QTY PER METRE
Hi Team, In zoho invoice normally we are having feature which describes about qty, amount and so on... but am looking for a feature called qty/metre. For eg. in an item description it's about cable wire, there am looking for an option which gives laying of lan cables in per metre format. So my request is for replacing qty to qty/meter. Kindly let me know how i can get that feature or if not if you people can develop and let me know. Thanking in anticipation. Regards, Rajesh SAutomated Reports
Hi, I see the following on the Zoho Invoice Release Notes Nov 4, 2015 Schedule reports on a weekly, monthly, quarterly and annual basis, and have them emailed to you I cannot find any way to set this up. Can you explain on how to use the scheduled reports?Adding a BCC field to invoice emails
Hi Team, What chance / probability is there of addinga BCC field to invoice and estimate emails? It would certainly help me and, I believe, countless others. Thanks for listening. Regards, MarkCreate Scheduled Reports
Want a report to get emailed each day and/or week - how to do so ? (ie- Detailed Time-Sheet)Prices including VAT in ZOHO invoice
Hi there! I am considering becoming a user of ZOHO invoice. Very happy with the system but I am missing one feature. I would like to add a price including VAT but is currently only seems possible to add VAT exclusive on top of the product price. Can anyone let me know if this feature is possible at all? Thanks MerlijnDelete all
I have been testing the system, and now wish to start using it for real business transactions. I have management to delete invoices, but need to delete all totals as well as receipts related to invoices , how can I do this? (Basically I want to reset everything in the account to zero)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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