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? TroyEft banking details payment options
Hi there, Im trying to invoice my clients and only display eft banking details for them to pay. No online payment system, is that available?Zoho Invoice: Adding Sales Person
This one should be relatively easy: I know I have added Sales Person to the invoice before, can you remind me how we can do that? Also, I am interested in having a calculated subtotal for Distribution including some but not all of the invoiced items. It this possible? If not, we are currently calculating it by hand and putting it into a custom field, or to use the Shipping Charges and Adjustment fields. Thanks! DavidRemember / Save payment info for customer
Hi. Is there any way for the customer to save/remember their payment (credit card) information after their first invoice? I'm connected to Stripe, but I don't seen anything on the payment window (zoho invoice) that would allow them to save their CC info so that they can avoid having to re-input all that information again on the next invoice. Please help.Zoho Invoice Import Broken
When I try to import Invoices, the system gives me the message: "Import was unsuccessful as one of the headers has exceeded the maximum length of 100. Please check the file delimiter you have chosen. " When I delete enough columns, it works, BUT then all the columns are getting connected together, like in this screenshot: http://screencast.com/t/tHDZadhU7 If I put quotes around the column headers, then it only imports the first column. I even tried importing Zoho Invoice's own test file, and gotHow do I insert an image?
Hello, I'm trying to insert my company logo into my email signature for ZOHO invoicing. However when I click on the "insert image" icon, it says "ImageSRC" which I'm not familiar with. It does not allow me to browse my computer for the image file. Thanks for your help. RomanTo change the base currency
Dear All, Any further information about change the base currency? Our company works all over the world and invoice in different currencies. I have tried to change it, because I need to make an invoice in USD ($) but, the massage was that for changing it I have to delete the previous transactions that were made with EUROS (€) How is that possible? Any suggestion? Thanks in advance. Kind Regards, María José MontoyaZoho Invoice Free User Version Invoice Limit
Hi am getting a error message when I tried to create an invoice. It says you have reached your limit. upgrade or contact us. Any help on this please. Thanks,Zoho Invoice vs Zoho CRM Invoicing
What is the difference between using Zoho Invoice and using the invoicing built into Zoho CRM? Can they be linked and share data? So far I see payments API for Zoho Invoice, but not much else....Retainer Payments
Hi Forum members, In my line of business, i prefer to do pre-paid projects, cause you are 100% sure of your revenues.. Do Zoho have any plans to add a function for Retainer Payments? Is there any work around that i can use at the moment? How does Retainer payments work. A client is invoiced for $100.00 for 20Hours of work, and he pays that invoice. For every hour of work that is down, it's deducted from that $100.00 dollars, and the client sees this back in the reports When the $100.00 is deplited,Delivery / Packing Notes
Hi, Is it at all possible to print out all of your outstanding delivery and packing notes? ThanksChange default payment method when recording payments
Hi, almost every payment we receive is via banktransfer. Now we have to change the payment method from cash to banktransfer. Is there a way to change the default payment method to another option? thanks in advance. DoronInvoice unbilled time from mobile
The Windows Phone app for Zoho Invoice is wonderful for creating contacts and tracking hours, but the actual invoicing is very nearly useless for anyone in the services sector. Creating a new invoice is easy, but you cannot apply the timesheet data you just created using the timer feature! Please add the functionality to bill for time in the invoicing app for Windows Phone.Zoho CRM Potentials and Zoho Invoice
Hi, We use the Zoho Invoice module and would like to be able to raise and use the Zoho Invoice module from potentials, so we don't need to go back to the account and raise an invoice or estimate from there but it doesn't seem to be working. Can it be fixed so that in any potential, you can scroll down and raise estimates/invoices, with the system automatically selecting the relevant account and so this item will then be associated with the relevant potential. Thanks, LeeSeveral "Delivery Notes" in one "Invoice" at the end of the corresponding invoice time.
Hi everyone! I would like to ask you a question regarding a problem I have about how invoicing several "Delivery Notes" in one "Invoice" at the end of month. I have tried to find a good way to solve it my finally I have seen myself forced to ask you for help. The problem is that my customer comes to my company, for example, three times a week and I give him the three corresponding "Delivery Notes". Then, at the end of the month I innvoice the total amount of the three corresponding "Delivery notes"Custom field labels disappear when syncing CRM and Invoice
Hi, I have two custom fields in my Invoice module (with labels "BTW" & "CONTRACT"). Whenever I create a new contact in my Invoice module, I can enter these fields. I have set up synchronization between the modules CRM and Invoice. However, when I create a new contact in CRM and this new contact is synchronized, the value of the custom fields is synchronized correctly, but somehow the labels of these fields of the new contact are sudenly emptied by the synchronization proces (so the labels don'tsynchronizing custom field for the purpose of Invoice email address
Hi, I have created a custom field in CRM, for the use of storing an emailaddress for invoice purposes. The account manager enters this field in CRM (he doesn't have access to ZoHo Invoice). I want to synchronize this custom field so that the invoice emailaddress is imported in ZoHo Invoice and it will be used for sending the invoice to the customer via email automatically (default invoice email address). Currently, the emailaddress of the primary contact of the customer is being used, but this isitems- commisions
commission based on invoice or article % , diff products have diff margins? and based on salesman's quota hit/ targets? salesman's ability to log in and view their progress, generate invoices, but not see everything else?Formatting of Terms and Conditions
Hi, Currently I cannot find any formatting options for Terms & Conditions. Can you please help.Associate Templates bug
When you change "Associate Template" for a Contact, "Company Name" gets erased.Zoho Invoice - Statistics or reports for Estimates details?
Hi Zoho team, Is it possible to get statistics on estimates the same as can be viewed with the Invoices section with the dashboard. It would be very helpfup to be able to see a report on all Estimates generated and to see which ones are to be followed up etc - how many estimates created this month, the value of estimates for this month, how many converted to invoice etc... Is this possible to do currently? find the rest of the product really great but the list view in estimates is difficult to trackAutomatic payment entry when using online payments?
Hi there, If I use online payments to collect money from my clients then is it possible to made payments entry automatically into my account? Or should i entry payments manually? If this feature is not available in onvoice then is this available in books? ThanksHow do i stamp/sign the invoice when using zpost
I have been using zoho invoice for my invoicing operations, and am very happy with the product on the whole. Before using Zoho, i used to manually create invoices and then print them out, add my company stamp, sign on it and then courier it to my client. The courier company used to send a pick up guy every couple of days to collect all invoices and send them on my behalf. When my client received the invoice, they used to take their own sweet time to send back a cheque. When i saw zpost, i was elatedEstimate signature line
Is there or has anyone come up with a way to have a line for customers to sign the estimate. As I am a contractor I need to have a signature in-case i need to (unfortunately) take a client to court, In my opinion it is unprofessional to draw a line and ask someone to sign here on the X please.Digital Signing
Hi, It would be a huge help if we could issue an invoice in Zoho and enable our customers to sign it electronically, indicating whether we should use a credit card on file or they will send a check. Is there any plan to provide this functionality? I saw some blog entries about a year ago suggesting this was not on your agenda, but I am wondering whether anything has changed... PeterREAD ONLY MODE
My account is in read only mode How to disactivate this feature? I need to work on my invoices. URGENT Thanks"The ZSC key or email address entered is incorrect. Please enter again."
I am receiving this error when trying to connect to CRM from Invoice. I am copying and pasting my email and ZSC key from CRM, so it is not a typo on my end. I searched the forums and found a similar issue here: https://help.zoho.com/portal/en/community/topic/zsc-key-error-for-zoho-invoice-crm , so tried to connect to Invoice from CRM, but I don't have the option. I have options to connect to Projects, Support, Survey, Visitor Tracking and Advanced CRM analytics, but not Invoice. Please help!Printing Shipping Labels
I know many of your customers are service oriented businesses, but surely there are many who actually invoice and ship products via Zoho Invoice. Currently, we send invoices, and once payment is made, we print the invoice and use it as a "Picking Slip and Receipt for the customer. When we receive notice that an invoice has been paid, we then login to Zoho, print the invoice that was paid, pick the item/(s), login to Stamps.com and manually print the shipping label. Which takes a lot of time to doZoho Invoice mobile client error "Invalid value passed for authtoken"
I was using my mobile client fine for a while now, but over the last 4 days I have been having problems when I try to submit a timesheet entry from the timer. I get a message "Invalid value passed for authtoken". I am forced back out the dashboard which then asks me to sign in. Meanwhile I have lost the timesheet. Has anyone seen similar? Thanks!Report time weekly, invoice semi-monthly
I need to report indirect client time weekly to a contractor, but bill the contractor semi monthly. I would like to mark the time entries that have been reported each week, but create the invoice semi-monthly. Any suggestions. I would think this is the way many sub-contractors work.How to add/display payment history into invoices closed
Hi , How can I make a invoice template to display all information about payments history related to the invoice ? Regards,Api Validation
I interact with the zoho invoice API quite a bit and it seems that you guys have quite a bit of validation on the data that gets created in zoho. For example contact and invoices fields prevent some special characters from being used when creating entries in zoho. This is great, but it doesn't seem to be documented anywhere. Where can I find our more information about what you guys actually validate so we can make sure we have similar validation or at least sanitise the data before passing it toSuggestions for Invoicing Time-Based Work
As an attorney, I bill for my time. Here are some suggestions to make Zoho Invoicing more usable for people such as me who bill for their time: 1. The manner of creating tasks is not helpful for me. I (as most attorneys) have one entry per case/client per day on which I work, and that one entry has all the tasks I performed that day (e.g. phone call with X, write letter to Y, draft motion, appear at court, etc.). Each set of tasks is unique. Therefore, it is not helpful to create a library of2way syncing Zoho Invoice <-> Zoho CRM
Hi, is there a way for a real 2-way syncing accounts and contacts between zoho invoice and zoho crm? we need it urgently! thany you stephanRecurring Invoices - Weird Schedule
I am trying to setup up recurring billing/invoicing for my wife who is a dog walker. She has an usual schedule for some of her clients that may need to bill on Monday, Tuesday and Friday of each week. Or have the option of not sending a recurring invoice for a specific date if her client cancels. Is there anyway to set this up to be more automated or tied to a calendar schedule? Any help is greatly appreciated.How to Preview a Standard Template Invoice
How do I preview a standard invoice template based on time sheet entries?How to Display Timesheet Dates in Invoice
How do you display the timesheet dates in an invoice?how can i transfer shipping address to paypal?
Hello,guys When payment received, there is no shipping address in paypal, how can i pass the shipping address from invoice to paypal? If we can add the shipping address, it will be good for us if the buyer file a dispute ThanksTemplate Fonts Supporting Unicode (Arabic)
Dear Sirs, Its been years now, you have added multiple fonts to support various English, European, Chinese, Japanese and Korean character sets. But you did not even bother a universal Unicode type font face. There are many free versions available, please add one to the invoice template so we may start expanding our use of the system. I look forward to hearing back from you. ~DikheelAssociate different email notifications with estimate templates
Hello, I love all the new upgrades you've been doing, new interface and am gradually getting used to it. Thanks! However, there is one thing that is still bothering me. It is a feature I requested years ago and hope you now have time to prioritize it. I have different client types and when I send an email notification, I want to be able to choose from different templates. Currently, I have to include 2 different messages in the email template, times 2 for different languages. This is a pain becauseNext 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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