Importing Expenses
I am having problems with importing my expenses into zoho. It shows up the error "Your file has no rows to import. Please fill up with required data then begin to import". I'm not sure what the issue is. Do I have to have the excel document set up a certain way for it to import? Thanks!Duplicate estimates and invoices... how?
Thanks!Zoho Invoice: 10000 characters limit HTML email templates
Hi, as a webdesign company we are used to HTML coding emails to ensure they match our company’s visual style. We also always ensure each encoded HTML email is properly formatted for both desktop and mobile email clients / users. When we tried to design a simple short responsive email to use as "Payment Thankyou” template, we were halted by the system telling us there is a limit of 10.000 characters in place for these emails??? Why?? Again, we made a short email design, with just a small paragraphreport based on custom fields
I created a custom field that contains a number (specifically mileage). Is there a way to create a report totaling the mileage or at least a count per customer?Flat Rate Items
I haven't seen any discussion on this having occurred for a long time, and any existing Topics point to old pages that no longer exist. Is there no longer any such things as a flat rate item or invoice in this product? Or is the only way to create a flat rate item to work around it by setting a quantity of "1" and just entering the amount in the rate field? OK if that approach needs to be used, but not great! Thanks, Joel NiemyerMinus percentage amounts.
Hi. I wish to add a minus percentage amount below my invoice subtotal: like below. How do I do that? Thank you. Sub total 125,00.- Retencion IRPF 9% 11,25.- Balance Due 113,75.-Signature Capture
Has Zoho Invoice developed a signature capture option yet. I run a service business and am now going to have to get customers signatures. I don’t think having people drive around with printers is going to work. Thanks, ChrisClose the account
hello I was testing the program and i don't want to use it. How do I Close the Account?Several quotes one invoice
Hi, I want to convert several quotes into one single invoice. How can i do it ? Many thanks. CristinaHow do I record early payment?
I have customers who pay rent early by putting several months payment in one check. What is the proper way to record this advance payment in Zoho Invoice? I have seen a YouTube video of how to do it from several years ago ( http://www.youtube.com/watch?feature=player_embedded&v=ywkKMul7NSs) but it appears to be from an older version. Can someone tell me how to do it on the new version of Zoho Invoice? Thanks!how to round rate in an invoice
Hi there, We would like to round the values of an invoice without losing accuracy in the total amount. Right now we see long numbers in the pdf file and we would like to round those numbers without changing the total amount. Is there any way we can modify the template so only two decimals are displayed in the final invoice? This is mostly for rate values, I see there is a way to hide decimals for quantity values but not for the rest of values. Any input here will be very much appreciated. Thank youSort timesheet entries?
I am going back to my timesheet entries for a project, expanding on my shorthand notes. This automatically re-orders my timesheet entries so that the most recently updated timesheet entry is on the top of the list, regardless of the actual date of the entry. Furthermore, when I create an invoice from these timesheet entries, they are no longer presented chronologically but they show in order of update (most recently updated at the bottom). This is a huge mess. Is there a way to sort timesheet entriesDate ranges for recurring invoices?
I've got a client who is invoiced weekly for a weekly retainer. I need the line item to include the date range. Is there any way to do this with a recurring invoice? Seems like there should be some basic date math functionality for the invoice templating?Incorrect hours on invoice...
Hello, This is my first time invoicing with Zoho Invoice and I'm running into an issue where the incorrect number of hours are being used on the invoice. Here's my process: Click on invoices >> Create New Invoice Select Customer (below I see "7 unbilled projects) Click on "Include 7 unbilled projects" Select project from dropdown Added: Show in item name: Project Name Show in item description: Project Description Click Add Here's where I have the problem. I have 11:30 of unbilled time with this projectWhat to do with extra payments?
Hi, I have a client who often sends more money via paypal than I've invoiced for. Say the invoice is for $45.99 she will send $50. What's the best way to record this extra $4.01? I want to store it as a credit somehow so it can be used against future invoices. Or should I really just refund it via paypal? ThanksPaypal shipping address
Hello, We're an online retailer, and so we need a shipping address every time we take payment. When a customer pays with paypal though on a Zoho Invoice link, they are never asked to input their shipping address. This means that we then have to call up or email the customer afterwards for their address, which isn't very efficient at all. Is it possible to just add a tickbox in the paypal integration page that would force customers to specify a delivery address with each payment? Most paypal paymentTimesheet reports: round up time?
Is it possible to set up the timesheet reports so that they round up to the nearest 10 minutes or 15 minutes or similar?Generated PDFs not displaying
Hi there Recently any invoices I create cannot be viewed. I can see them with quickview (using spacebar) on my mac, but when I open them in preview, they are blank. I can email an example. Cheers, John.Fiscal year
Hello everyone, I've just ask help to the customer support, but I'm trying and see if anyone out there can help me. Since our fiscal year coincides with the solar year, on 1st Jan. 2015 our fiscal year is changed. Today, we tried to produce our 2015 first invoice, just to discover that apparently the invoice numbering doesn't restart. Last year, our invoicing numbering system was: (Prefix)_currentyear_-_invoicenumber_ (which is sort of mandatory in Italy). That's to say: 2014-001, 2014-002, etc.Question about CRM and Invoicing
Hi, Part 1 Invoicing: Please answer in-line I usually create invoices using Office Word because I can fully customize it anyway I want, but it is a waste of time. Please answer these questions in-line to help me decide on your product: 1- Can your Invoice Template be customized further to add different columns + rows? My invoice has the COMPETITORS PRICE column in addition to the YOU PAY column showing different prices and different totals (see attached). 2- Can I display the total of each (COMPETITORSAdd User's Name to Invoice PDF
I am using Zoho Invoice and I am wondering if there is a way to add the name of the user who created the invoice to the invoice PDF content (so it appears when the invoice is printed)? See attached screen grab for the username I'm referring to. Thank you!Displaying Multi Currency on invoice
Hi Zoho Helpers. My situation is as follows: In my country we used both currencies US$ and ANG guilders both are acceptable, Exchange rates are fixed, however each company has the choice to choose his/her rate eg, 1.75, 1.79, 1.8, 1.82 or 2.0, so, 1US $ can equal any of the mentioned exchange rates listed. Once invoice is submitted, clients can choose in which currency they pay US$ or ANG. Since most P.O.S. does not list both currencies on the invoices, most companies just list their exchange rateAdd product items by scanning a UPC barcode
I would like to be able to add new products to my product selection list by scanning the UPC. As there are many apps out there that already do something similar (such as searching for pricing of a given UPC across the internet), I think it would be useful to instead have the product description populate the approriate field when setting up a new product. The pricing field should still allow me to enter the actual price that my business retails it for. Thanks!My logo
Is there a way to put my logo on the invoice instead of ZOHO's logo? Or if not, a way to have my business logo shown as well as ZOHO's? I would like my clients to have a feel of my brand when they receive my invoices.To upgrade or not
I have been using invoice for a few months now and it is spot on for what I want.Could do with more than 5 customers but I have setup one as cash and use different templates with the customers name on. In the new year I am looking at starting another business as a sideline and will need to invoice customers. If I upgrade I need to know that I am getting more than an extra 495 contacts for £120.00 a yearExporting in Zoho Invoice: Excel Column Formats
Hi there, Firstly we love Zoho invoice - we have been using it for years and it works well with our business for corporate and SME clients alike. One area seriously lacking is reports. None of the reports under the reports tab really do what we need - we get heads up information from the reports but what is missing is a simple report builder system where we can add/remove columns and adjust criteria as we need to make our own reports. I look forward to something coming in the future. Now ontoPaypal payments not posting to invoices
I have sent 2 support tickets and left a voicemail message. My customers are paying invoices via paypal, paypal sends me the email saying they paid, but the payments are not posting to zoho invoice and sending me the payment notification as well. Help! I am having to manually post payments and it's taking forever! Tracie Sweet TeaTemplate
Hello, I have a big issue and I'll need some help to find a solution. One of mys customers uses Zoho Invoice Module but also an Excel file with some billing information, because it has a Pre-printed template with blank spaces that has to be completed to give the invoice to the customer. This is because of Argentinian regulation. He doesen´t have the electronic invoicing system available. I´d like to know if there is a way to add a new template so I can choose what to print or not, etc? This anCurrency/amount on dashboard
hey there, I really like the fact that Zoho Invoice allows several currencies and different templates for different countries! (thumbs up!) However, the 3 different currencies I use to issue invoice in are not reflected on the dashboard. This is confusing since it shows it all in my base currency. So although I've got invoices worth e.g. 1000 Australian Dollars and 500 Euros outstanding, it shows it as 1500 EUR which is misleading (it's more like 1100 EUR). I know several ppl have complained aboutAdd statement to invoice?
Now that the facility to send statements has been added to Zoho Invoice, would it be possible to have a check box in the "send invoice" dialog which automatically attaches a statement to the email along with the invoice? I'd like to be a able to remind clients about past unpaid invoices at the same time as sending a new invoice and attaching a statement to the email is an ideal way to achieve this. MarkCustomize 'Online Payment' Link Image
The customization of invoice templates seems to be severely lacking. Is there any way to change the images used for the 'Online Payment' options? Or can I simply insert a text link to for online payments?Killer feature- let customers enter their own orders in Z Inv
Now we can let our customers (we only bother doing this with a few major wholesale dealers) look at their accounts and invoices. BUT more importantly we need them to be able to enter their own orders, which they can print out as needed, and then export a list of their orders for their own use in their own systems(csv format?). We could allow customers in as users IF we could limit their permissions so they could not change items or view anyone elses information. In other words when we setup a userRecurring Invoices Using Mass Update
How do you mass update current invoices to become recurring?Using the invoice timesheet project system, if I have the project generate an invoice and it groups/sorts in a way I didn't want, how do i try again?
I am trying out zoho invoice for my service business and am trying to use the timesheet project to invoice process. Setup: Created contact Create Project with bill by staff hours Created tasks Logged timesheet entries to tasks From within the timesheet-projects navigation, I selected the "New Transaction" and had it generate an invoice I selected the "Show all timesheet entries individually." option What is working: I was able to get the invoice to show the notes from the timesheet entry What I can'tAll invoices screen
Hi Is there a way to display the company name on this page. Reason is we have multiple departments within one company we invoice. As it is set at the moment, it will only display the customer name or company in the 'Company Name' field. Therefore referencing sent invoices is difficult as its either: 1. labelled as same company 2. Labelled by individual and no company mentioned. Also is there a way to group invoices into folders, eg: by year or month? Thanks SteveStripe and Subscription Billing
Strip offers subscription billing via their API; when using Stripe as the payment gateway via Zoho, is there a way to enabled automated recurring billing?width field
I use long product name. how can I change the length of the field (product name) for contracts and invoices. I have the problem especially after the cloning of orders. I have attached screenshot. many thanksContact Address format differs
Hi, I have created two contacts with the same address. However, while one of them appears with the following (desired) address format in the contact overview: STREET CITY POST CODE COUNTRY ...the second one is shown like this: STREET CITY, , POST CODE COUNTRY So, not only does the post code not appear in its own line as I would like it to, but also there appears to be a placeholder for STATE. I have tried adjusting the relevant 'Contact' preferences with the placeholders etc. but none of my changesZoho Invoice - snail mail template issue
I've created a good looking custom invoice template. When I want to sent it by snail mail, zoho invoice shows me a preview of the envelope. On this envelope I can click to preview my invoice that will be physically send by mail. problem => the template that now is used for snail mail is different than my own template. All the info is there, just in another template. What can I do to secure that my invoice looks the same for both e-mail and snail mail? kind regards, Doronesign a "terms and conditions" box!
In Zoho Invoice, please incorporate a way for customers to esign a "terms and conditions" box (with a "scroll-down" for the legal language). It would be essential that this feature be implemented in a way that includes customers who click on the pay-online links. Let me know what you think, Thanks, Brian http://www.redpelicanmusic.comNext 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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