Rate Increase
Hello, I am trying to increase my rates within the project section of Zoho Invoice. When I attempt to edit a project and change the rate I get an error saying: Almost there, but… - The rate cannot be changed for the staffs who were invoiced. Is there another area I should be using to increase my rates? Can I do this globally or do I have to do it on each project? Thanks, TekTough.Integrate with shopify
Hello, Can i connect zoho invoice with shopify ecommerce. Thanks.How do I change payment terms to 50% deposit? Won't let me do half amounts
Hello, I am new to Zoho invoicing and it won't let me choose 50% deposit of an invoice. Can you please help? ThanksStatus Update on Feature Request: "Ability to add VAT to Retainer Invoices" ?
Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices. It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe! So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomesExporting Reports - Missing Columns
Hey Team Zoho, I'm exporting some reports as I prepare my 2014 taxes. The specific report I'm using is the Invoice Details report. When I run the report, the web display of the report looks great. Very clean and tidy. However, when I export it to Excel or CSV formats, the results are much different. Column headings have strange names , and some columns are missing altogether (like Customer Name). How can I get a report export which is nice, clean and includes all of the columns? Thank you! - MatthewCan I select the specific CRM accounts/contacts to sync with Invoice?
I am setting up Invoice after may years using Zoho CRM. I have a long list of accounts in my CRM. Many accounts are dormant and will not receive invoices in the near future. When establishing my Invoice contact list using the CRM sync method, can I chose to sync just my active accounts/contacts? (A subset?) I would prefer to have my Zoho Invoice customer list streamlined and don't want the inactive customers to show up in Invoice. Is there a solution in the sync process? Maybe there is a fix onzoho crm & zoho invoice
Hi I have the paid subscription in zoho crm, do I also have to pay for zoho invoice??Reports, GST on Paid Invoices
HI there, is it possible to create a report for tax paid on paid invoices only rather than just all invoices. Cheers Ivanacarry over unpaid invoice
how do you carry over unpaid invoice to the next year thanksCustomize Statement
Hi, When pulling a statement, it only shows the Invoice numbers. I would like to add to what my customers see on their statements. e.g. Add REF: below the first line that says Invoice Number: XXXXX Also add Statements as a Report. Then I can go and pull statements for all choosing the customer(s) and get statements for them. Especially by Fiscal Year-End. Your thoughts?timesheet as expense
Hi! I would like the time sheets to show as an expense on the Dashboard, is it possible? Payroll is an expense, after all :) Jenunderstanding zoho invoice reports
i cant understand reports in BAD DEBTS And BANK Charg, please understand all reports use and advatagestimesheet as an expense
How can I show timesheet info as a project expense on the dashboard? :) JenMy phone number and email doesn't show on my invoices
Hi there, My phone number and email doesn't show on my invoices, I've put it in the 'correct' fields under address in the organisation profile but they don't show. I am I missing something very obvious?! Thank you.Logo printed on invoices - can it be smaller?
Currently when adding the logo to the printed invoices, it occupies a big part of my upper area on the page. Any chance I can make the logo smaller? Thanks a lot for an idea, DianaUsing + and & characters
In the Customer API I cannot use these characters in the name and display name fields. I am using PHP, is there an encoding I need for this? ThanksInvoices
Hi All, How can I add canadian taxes (GST and QST) to the Invoices modules?Attachments in Invoice.
This would be really helpful for me as I would like to attach images/concepts to invoices and estimates. Just a thought. Keep up the good work. WayneSpecial characters in display name i.e. "+", "&"
Using the api for contacts within invoicing using PHP the "+" and "&" do not work. I have tried rawurlencode etc. but am having no luck. Is there a standard for this? ThanksCustomer Activity
Is there a way to create a report that will show the last time a customer used their account? Thank you!Create Credit note from creator using api
Hi, I have created the following code in creator. myMap = map(); myMap.put("organization_id", "*****"); myMap.put("customer_id", "*****"); myMap.put("reference_number", input.Reference); myMap.put("date", input.Credit_Note_Date); Item = List(); for each value in Item_Details { Item.add(value.Tax); Item.add(value.Rate); Item.add(value.Notes); Item.add(value.Item_Description); Item.add(value.Terms1); Item.add(value.unit); Item.add(value.Item_Details); Item.add(value.quantity);How to show total QTY in an invoice?
hi, i cannot find any set up to tick the field and show the total quantity in an invoice. sometimes our company have a lot items to be put in an invoice and if beside the total amount have a field to show total QTY, it will help a lot.Carry hours forward
Is it possible to partially invoice a client for a number of hours and then carry the rest over into a future invoice? Ex: I billed a client for 100 hours, they only budget 75 hours, they want me to bill for 75 hours and then 25 hours later. Is that possible? If not, please suggest an alternative. Thank you.Custom item fields
Hi ZoHo, I am just getting to grips with the software, and customizing like mad :=) One thing I miss is a set of custom fields for items. For example, I am a translator working on a per-job basis and being able to have a few more fields per item such as: - Item price type (e.g. "per word", "fixed offer", etc.) - Item completion date (i.e. when the job was completed) would be ver useful! For now, I can stick all of this into the "Description" field and use a bit of HTML to format it nicely, but itTemplates: Billing Address won't display
Hello: I have set up my template and can't get my customers billing address information to display on the invoice. The information is in the customers contact details but will not display on the invoice. Can someone help me as I have already spent way to much time trying to sort this out.How to enter write off amount for an invoice?
In Settings>Templates>Customize Template>Total section for invoice customization, there is an option under "Show Payment Details" that says "Write off Amount." I would like to use that section to write off a dollar amount on an invoice. However, I am at the "New invoice" screen for a project and do not see a field in the Total section where I can enter a write off amount. Instead, I see only a field where I can enter a discount percentage. I do not want to discount the invoice by a percentage; IFree Plan Of Zoho Invoice
We recommend offering a free plan of zoho books. With the ability to have 100 customers and unlimited invoicing. Hope this is added soon! Regards, Kim Support Manager @ Jacob's Sales & Tech StoreWrite off balance.
I have a customer that has made partial payment but isn't able to pay the balance. I was just going to write it off but the option is no longer there once a payment has been made. I even created a test invoice to make sure that's what's going on. The write off option disappears as soon as a partial payment is made. This is what a write off option is for so it should still be available after a partial payment is made. Please let me know why it is no longer available.Notification of overdue invoice
Hi, Is it possible to receive notifications of overdue invoices as a user, the same as the email you receive when a draft invoice has been created? Thanks, KarenThe template engine is totally useless!
Actually this is not a new request, neither a new complaint: the (not so new) PDF templating engine is crap! It is nearly impossible to stick to local regulations - some fields are always missing or not where I need them. This engine was proposed to be a successor for the old totally customizable editor - I really miss that. Moreover, two years ago, Zoho promised to reactivate an editor for the "power users" - still waiting for this. I'm really pissed! ... and the reason is quite obvious: spend twoZoho Invoice Collaboration among businesses
Hi, Please give me solution for this use case. Use Case: I am running a business and using zoho invoice and billing my clients. I have enabled client portal to one of my client and he using the portal for viewing their estimates/invoices. Now, my client(friend) want to signup zoho invoice for his business but he also wants to receive the invoices which I have created for him in his account. Is this possible?Can users associate a paid retainer invoice to a project?
I am new to Zoho Invoice. For a new client, I issued a retainer invoice, which the client paid. For the same client, I then created a project. I do not see a way to associate the retainer invoice (which has already been paid) with the project. From this page https://www.zoho.com/books/help/retainer-invoice/retainer-project.html, it looks like I must create the project first, then create a retainer invoice associated with the project. Is that correct?Start timer widget on android app
Ik would be great to be able to start the timer directly from a widget on my android homescreen. I use the existing widget, but it only allows me to start a new time-entry. Best regards!My pdf invoices are printing blank
Whatever I do, I can not print pdf invoice properly. I can see the invoices in the browsers ( Safari, Chrome, Firefox, Opera ), but any browser fails to print the invoice as a PDF properly. Please let me know how to around this problem. I'm using Max OS X Yosemite (version 10.10.1). The attached image is what I see when I open the zoho invoice pdf file using Preview. This image is the screen shot of the top part of the invoice where everything is blank but I see the total price near the bottomWhy Can't I Get to Zoho Invoice Anymore?
In the past few days, when I click on Zoho Invoice, it takes me to timesheets. I've never used timesheets. I want to create an invoice for a client, but I can no longer navigate to create an invoice. Don't know what happened. No changes to my account recently. EvanLonger Customer Notes
Hello, In my estimates I am using the customer notes section as the scope for the project. However, it is saying that my notes are too long and need to be shortened. How can I extend the length of the notes area to allow for more text?Chinese Problem in Credit Note PDF creation in zoho invoice
The chinese cannot display correct. Same situation in Received payment template also.Export & Order Number
Any way to get the order number column included in invoice export?Enable Portal Access for Multiple Contacts using the Same Email
I need to know how to enable portal access for multiple contacts using the same email address. Here is my specific situation. One office manager receives all invoices for all their multiple offices. Each office needs to be billed separately I assume for tax purposes. How do I add portal access for this office manager so she can view all offices? Thanks.Returned Check for insufficient Funds
I recently had a note from my bank that a check I deposited for a customer payment had insufficient funds (NSF) to cover the amount the check was written for. I had already recorded the invoice as paid in Zoho Invoice. How do I go back and change to show the invoiced amount is still due (and add bank charges to the invoice)?Next Page
Access your files securely from anywhere
New to Zoho Recruit?
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
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
Zoho Developer Community
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
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
Top Contributors
Arthur
MarkPosen
Naveen Kumar
Prabhu Seshaadri C
Arthur Webb