ZOHO Invoice receivables sorting
You have many options for sorting in the receiving reports section and even allow for columns to be un-hidden so we can see the customer last name. However, I can't sort by last name when the column is un-hidden. It seems a bit redundant for me to see my customer's last name twice if I can't arrange the way in which to view by last name. I really, really need the ability to sort by whatever columns are shown and as soon as possible.Assign recurring expense to client *and* project
I have recurring expenses that fall under different projects for the same client. When I set up the recurring expense, there is no way to select the project, just the client ("Customer Name"). Then when I invoice I have to manually select the project for each expense, which somewhat defeats the time-savings of setting up recurring expenses. Is there a setting that allows me to point recurring expenses to specific projects when they are first created? Thanks!Modulos Invoice e Ibooks
Estoy usando ZOHO CRM hace algún tiempo y ahora empece a configurar INVOICE y BOOKS pero tengo dos organizaciones, pude crear la segunda en IBOOKS pero no se como replicar esta organización en INVOICE, cuando trato de crearla me dice que ya existe y no me deja. ¿Como se sincronizan entonces? Que estaré haciendo mal? Saludos MarioEmail when bulk sending Invoices
We often would like to bulk it would be great to be able to add additional recipients to a CC.Zoho Invoice Customer Login Portal
Are there any plans for a customer portal to Zoho Invoice, ala Freshbooks? I would like customers that I invoice to be able to login to review invoices and invoice history. I have not switched from Freshbooks for this very reason.how to change email address
HI, i need to change the email id of the customer. but don't see any options to do that.Integrate Invoice with ZOHO-Project
How can i integrate Invoice with Timesheet inside Zoho-project?Delete Online Payment Page AFTER Sent Invoice
Hello, After sending an invoice, is it possible to disable/remove the online payment page? Scenario: Invoice is sent to client via email with online payment link, they click the link and pay the invoice/download a copy for themselves, I now disable the link but keep the invoice and payments in my records. I ask because I'd like to keep the invoice and payment records, but I don't want the invoice to still be available via the online link. I know I could delete the invoice and payments, then createWhat is the best way to offer discounts?
I would like to offer discount categories to my customers. For example, I would like to offer a neighbor to neighbor discount of 25% for local residents. I understand I can do this through setting up price lists but what I found is that upon assigning a price list when creating an invoice, the invoice item only lists the discounted price. I would like to have the original un-discounted price listed. then show a discount line with the name of the discount and the discount amount. for example:Timesheet in Days/Markup/Details on next page
Hello, 1) Is it possible to create option for timesheet in days? We have customers who we normally bill in days. If we were to present the basis for our billing in hours,this may begin to give them ideas that they could potentially pay for less than a day. This begins to complicate things for us and we would rather present the basis for our billing in days 2) I have seen a post and a response on marking up items on the forum. I have tried to use the modified template as suggested but not sure ifCan I trigger invoices to be auto created when closing a potential ONLY for specific accounts?
Hi! I understand that I can turn on the trigger for Zoho invoice to auto create an invoice when a potential is marked as closed won in CRM, my question is, can I have this triggered to be applied to only a few selected accounts? Right now every time a potential is closed, there's an invoice created, 95% of these invoices are useless to me, I only need a few selected accounts to have this trigger. Thank you!Zoho CRM Invoicing
Hi, We are new in Zoho and we need help on the invoicing process. Would you have a video tutorial for creating invoices and managing them? Thanks Nikky G.Import Invoices with price lists
Is it possible to import invoices from a CSV file and be able to extract the description and item price from the price lists attached to each contact?Changing Quote fields/Layout/formula's
I am new to Zoho Enterprise version. I am changing parts of the layout of Quote.(Invoice) I removed and add some fields etc etc. .....working good. I am looking for the (Sum) formula of "Grandtotal" .. cannot find that,...where is that accessible/changeable. Also: I have listprice in Product, say 1000 but I need to add (with a formula? ) the freight per Unit (metric ton) Thanks for reply. WilliamLabor and Parts
My business itemizes both labor and parts in the same line item. There may be multiple line items too. Labor is not taxed, but parts are. Do you have any example invoices that would accommodate this? ThanksHow do I restore the invoice notification email template back to the original default?
How do I restore the invoice notification email template back to the original default? OR is there a place where I can get a copy of the default invoice notification template and recreate it?Error when adding and item
Hello, I'm not able to add items - I get a small dialog box which looks to have the title "Error" (see attached). Sometimes it will create and item - but then I get the error when adding it to an invoice and various issues trying to save or edit an invoice. It's possibly related to Multi-Currency support, I originally setup the account in USD but wanted to invoice in AUD ... now if I go into the currency settings and try and change to AUD - I get the same "error". Any suggestions? Cheers HamishUnable to configure zoho invoice/books app in my admin account
Today, I am facing issue to configure zoho invoice and books app Note : Zoho Service Communication (ZSC) Key Generated by following this article What i did : Login in CRM Click Setup Apps & Add-ons Click on Zoho Invoice/Zoho Books Two buttons display configure Zoho invoce and configure Zoho books After select any of them asking for email address and ZSC key Here is the issue, when i put my email and zsc key, it show the error Internal Process Error Please help me i m new in zoho, guide me if somethingReceivables Reports - Compare
I would like to be able to create a report that compares receivables; e.g. this month compared to last month, April of this year compared to April of last year, etc. Is this possible?eCheck with Authorize.net?
Hello, Is there an option to take a eCheck payment currently with Authorize.net through Zoho Invoicing? Thank You.Zoho Invoice ID in the system interface
Hi guys! Our service is integrated with Zoho Invoice via API and I have a suggestion to make our life easier. We use Zoho Invoice ID as a key to the identify a client in both systems. But there is no place in the system interface where we can get this Zoho Invoice ID except the browser URL string. Would be great if you could add Zoho Invoice ID to each contact in the web system interface as well as to the iOS version. And allowing to copy this number to the clipboard would be also a great help. Regards,Invoice with other email
Credenciales de Zoho CRM Correo electrónico un143580************id Clave ZSC de Zoho CRM ********************************* La Clave ZSC de Zoho CRM no es válida. - Actualizar las credencialesEarly Payment Discounts ?
Is there any way of applying early payment discounts ? If not is there any plan for this type of discount ? Many Thanks, AngusInvoices not being received?
I love this app, and the first time I sent out an invoice to a costumer it worked. But after that, the costumer no longer receives my invoices. I don't understand it. The email IS indeed types in correctly. How do I fix this?Product images
Many of our customers ask us to include product images in estimates. I think it would be a good idea.Is it possible to display sales values exclusive of tax and exclusive of credits?
Is it possible to display sales values exclusive of tax and exclusive of credits? At the moment I can only see totals with the * Sales value displayed is inclusive of tax and exclusive of credits. ThanksInvoicing Time-Based Work
Problem : when creating Time based invoices, no VAT is added to the individual lines. We need a VAT configuration on the project based prices like in articles. Otherwise when we invoice 100 time sheet lines, we need to go over the 100 lines of the invoice and enter the VAT for each line. This is unusable.Grrrr..... Sync questions
Google University isn't helping me and I'm sure this question has been asked a million times. Anything I find on google I'm assuming is from older versions because the options on my zoho don't correspond with any info I've found. Anyway... How do I sync Invoice and CRM so that I can add a customer in either or and then either manually sync them or have it auto sync? When I first fired up Invoice it did allow me to import my CRM contacts/profiles however I can't for the life of me figure out howAllowing customers to login and see their current statement & invoice history
Hi, I run a specialized website hosting system, and invoice my customers using Zoho Invoices. I'd like to have some kind in integeration between Zoho & my website system, so that my customers can see their invoice history & current statement. Ideally, I'd like my customers to be able to login to their website control panel; and see a list of their recent invoices & their statement - perhaps in an embedded iframe? Is this possible? Thanks DavidPossible to add categories to item list view?
Hi everyone, Is it possible to create categories within the Invoice list view? Essentially, I would like to have 2 folders just to add some organization. Each folder would contain the same items, but one would be the retail price and one would be the wholesale price. It's not essential, but would really help create some organization within our list of items. Right now, I just sort the list... Is this the best way to do it? Thanks, TeganCorrection for an invoice as separate document
I have a payed and completed invoice that contained an item that was incorrectly charged. Now I have to do a partial refund, is there any possibility of doing so in Zoho? Ideally I would be able to create a separate document and link it to the existing invoiceProblems with Invoice Export
Hi there, At GetSmarter we are using Zoho invoice and reports as part of our business process. We are having a problem where we csv exports are capped at 10000 but we need to export between 30000 - 40000 rows and growing. Is there a way around this without manually adjusting date ranges to have less than 10000 results and joining together? This is creating a huge problem for our financial department. Kind regards, MikeImportant improvement to currency system!
As I understand, all items must be currently priced in base currency only? If so, this makes simple things really complicated and basically makes ZOHO invoicing impossible to use for companies selling products in many currencies! A working solution would be to allow ITEMS to be set in any valid system currency. Then based on the customer currency settings, the invoicing would do the exchange rate conversion accordingly: 1. If customer currency IS item currency, no visible conversion in invoice willTax summary not adding all the tax calculated
Hi, Under reporting for tax expenses, it is only calculating categories under "IT and Internet Expenses" but not others? How do I calculate all the tax incorporated eg also including "Office Supplies" or custom categories?Invoices not showing in Projects
In our ZohoInvoice account we bill for three country offices in four currencies. In order to maintain separate currencies we create an additional customer for invoicing rather than use the one in CRM (our CRM default currency is USD and our Invoice base currency is AED). For example, ABC Co. in listed in our CRM but in Invoice it needs to be ABC Co. INVOICE in order to invoice in Saudi Riyals rather than either USD or AED. This works however, I can't seem figure out how to link the invoices withHow do I import the STATUS field when importing items?
We have had a Zoho Invoices account for some time now and have compiled a very good list of items inside that account. We have just started a new company and opened a new Zoho Invoices account for it. Because what this 2nd company does is so similar to the 1st, I exported all the items from Company 1 and imported them into Company 2 account. Unfortunately though, there doesn't seem to be any way for me to import the STATUS field of each item, which makes the whole feature a lot less useful. I knowtimesheet tracking in days
I use Zoho Invoice these days to manage my invoices and find it great. I have three projects I get involved in with a client but bill in full or half days. Currently just keep a simple worksheet to track days in a week for each project and a recurring invoice where I manually enter the numbers. Noticed Zoho Invoice has a timesheet and projects tracker. Thing is that my rate is agreed in terms of days rather then hours. Also current timesheet interface is geared towards hours / minutes counting perHow do I insert Company Name in Estimate
It is currently showing Contact Name followed by customer's address only.Invoicing
Hi, for accounting purposes I need to catergorise National clients and International clients, is there anyway to do this?When can we expect to get a true balance due?
I have been going through the forum and I don't see any update on the "Balance" due being fixed to show a true amount for customers. When will we have the ability to show a true balance due on invoices and reminders? Honestly I am looking at other options for my invoicing because it doesn't show a true amount due and creates extra work for me. You have a column "Receivables" which shows how much a customer owes me. Why can't you incorporate that into a placeholder to show on invoices? TroyNext 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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