Translation of e-mail and customers pages
Hello guys is there a way to have Access PORTAL NAME portal invitation mail translated to our languages? It's mail that client recieve when we use option reinvite to client portal Text of mail that I want to translate to CROATIAN language: Hi ***** To view your transactions with us, please visit our portal via the Portal URL mentioned below, and sign in using the username. Portal URL: https://invoice.zoho.com/portal/PORTALNAME UserName : info@MYWEBSITE.com If you've forgotten your password,Problem inserting invoice
Trying to insert an invoice into Zoho CRM but always getting a response of: <response uri="/crm/private/xml/Invoices/insertRecords"><error><code>4500</code><message>Problem occured while processing the request</message></error></response> which is not that helpful. I would gratly appreciate guidance as to where this message format is wrong. Also, finding it confusing about when field names have spaces in them or not eg. "Product Details" url: https://crm.zoho.com/crm/private/xml/Invoices/insertRecordsExport Data both contacts and invoices
Hi We need to work with SEPA European rules of Payment. I know this is impossible by now. I hope this will be possible in a future time. Then, we need export data to excel and then send by bankś software, but we have a problem: We need contacts data (because we have 2 customer fields we need put in the excel, IBAN, SWIFT code) and logically, all the invoices data . Now we can find anyway to export both contacts and invoices in a only one excel sheet. Itś possible?How to add telehonenumber to invoice
Hi support, We're not able to add our telephonenumber to the invoicesheet. We tried several ways; 1- adding telephone number in template preferences under 'show company adress' will not work. 2- adding placeholder %telephone% under preferences or organization adress format will both not work. Please help. Thanks in advance & Kind regards, F. ForstnerAdd telephone number on invoice
Hi Support, How to add our company phonenumber on the invoice. We tried in several ways but it will not show up. We filled in the template editor (under show companyadress) and also under preferences (organization adress format) and try to put in placeholders, but no succes. Please help. Thanks in advance. F. ForstnerCreating invoice using api
Hello, Dear Zoho Team! I am trying to create invoice using api with fake products. I am using python and following code import requests data ={"customer_id":"555350000000041062", "name":"test name", "description":"test description", "rate":100, "quantity":1} params = {'authtoken':AUTHTOKEN, 'organization_id':43196728, "send":False, "ignore_auto_number_generation":False, "JSONString":data} headers = {'Content-Type': 'application/json'} r = requests.post('https://invoice.zoho.com/api/v3/invoices',Subscription Payment Options
Good day support, Are there any other payment options for Zoho Invoice Monthly subscriptions besides credit cards.. Is PayPal an option? Kind Regards TeleNetICStaff Expenses/revenue by staff reports
We are a company who provides services where each staff has their own regular clients. Some has got many more than others. Therefore we need a revenue by staff report to see how much each staff contributed to the company and what are their expenses to be able to quickly work out their salaries. This feature is available in Freshbooks however they are missing some other features that we could find in Zoho. We want to sign up to one of these services but still deciding which one to use. We like ZohoBank statement import and reconcile
I like the automated process and ease of sending an invoice out, could you look at reading a bank statement (csv), import it then automatically match the payment to the client. I see that xero do this very well. This would almost automate the whole process of the input/output flow. Many thanks[PROBLEM] Payment Option / Method accidentally deleted - how to recover?
Hi, When recording payments in Zoho Invoice, we often use the option 'bank transfer'. But now I somehow clicked on the 'bin icon' next to the payment option 'bank transfer'. (see attachment) This option is now deleted and I can't find a way to get it back. Please advice.Zoho Invoice for iPhone/iPod/iPad...
Any plans on launching an iPhone/iPod/iPad app for Zoho Invoice?Field Mapping between Zoho Invoice and CRM
Question regarding Zoho Invoice / CRM Field Mapping. Currently have my Zoho Invoice set so that it syncs both ways with Zoho CRM. The challenge that I am having is when an estimate is automatically created in Zoho CRM, the fields that is utilizing to create the estimate are not mapped correctly. For example.. The potential name in the CRM is mapped to the Product name in Invoice. As a results.. I would like to add and change how the fields are mapped from Zoho Invoice to Zoho CRM. I have attemptedHow to add time period in recurring invoice?
Is there a way to automatically add a time period in the line item on my invoice so the customer knows the invoice, for instance, is for last month? Example... I send a monthly recurring invoice to my client on the 1st of every month for services rendered the past month. So on Oct 1 2014 I am billing them for Sept 2014. How can I indicate this dynamically in the line item? ThanksHow are you managing recurring payments without auto-billing?
I'm a brand new member and read enough to understand there is no support for auto billing. My question is to anyone who works through this, how are you doing it? I charge customers $100 per month and I can set this up through MerchantOne (Not a supported gateway). So I send customers an invoice automatically, then MerchantOne automatically debits their card, then what? I also have Google Checkout but they don't support recurring payments without the API. Do I just tell customers "You'll get invoicesAutomatic Payments for Recurring Invoices
Hello! I have been using the Recurring Invoices for quite some time now, and I love them. However, I was curious if there is a way to have automatic credit card payments for some of my recurring invoices, as several of my customers have been requesting that. I am open to any credit card processing company. Thanks in advance.Italian Invoice: How to put 2 "total" fields one with tax the other without
Good motning i m looking for help to make invoices following italian law requirements. All i need is 2 field for total one with all vat+cost , the other with vat+cost-prepaid taxe Example with a total of 2000$ will be something like this subtotal: 2000 vat : 440 Total+Vat=2440 PPT: -400 Tota:l 2040 the most important is to show the 2 field of total+vat 2440 and final total 2040 is that possibile? if yes can someone tell me how? thanks very muchAutomatic Payments
I have been using the automatic recurring invoices for quite some time, and I'm quite pleased with it. Several of my customers wish for me to automatically bill their credit card each month. Is there a way to do this in Zoho Invoice?ARB (Automatic Recurring Billing) with Authorize.net?
I think I read somewhere that Zoho invoice supports automatic recurring billing. Is this true? How do I set it up. This obviously differs from recurring invoice. How do I utilize Authorize.net ARB feature in conjunction with recurring billing? Thanks!Export Records is gone
Hello, For some reason it looks like the export records functionality no longer exists in Zoho Invoice. I used to be able to go to settings -> export and export our records. We use this weekly to generate our subscriber list for our newspaper. We are also unable to import records. Thanks!Change CRM Account you are integrated with
Hello, Is it possible to change the crm account you're integrated with for Zoho Invoice? I created a test account for the integration, just to make sure it works, now I want to hook it up to my production account. It looks like I'm unable to do that. Thanks!Timer in iOS mobile app resets when task switching
Has anyone else experienced the timer in the Zoho Invoice iOS mobile app (used for time tracking) automatically resetting to 0.00 if you switch to a different app on your phone and then come back into the Zoho app? I understand Zoho is working on upgrading their Time Tracking, but I'm not sure if/when that will occur.Can I Email a Copy of Invoice or Estimate to a Staff Person
I am wondering if I can send a copy of an invoice to a specific staff person without having to add them to a client's profile... and without sending them to the client. We meet several of our clients in person to pick up payment and it would be nice to present them with an invoice, but my salesperson is not very computer savvy. Thanks in advance for any help!Timezone is stuck on -08:00
Hello everyone, my timezone is stuck on -08:00 and it cant be changed. i tried to change it from the zoho account and sign out then sign in again but it was the same.Invoicing for subsidiaries in differenr countries from 1 common Zoho account
We have 3 subsidiaries in 3 different countries, each of whom have a different address. We would like to be able to issue and track all invoices issued from the 3 subsidiaries from one Zoho invoice account. Is that possible?Synching existing Zoho Invoice Customers with Zoho CRM
Hello, I am currently using Zoho Invoice and would like to begin using Zoho CRM. Based off the following document, it looks like the updated integration is only from Zoho CRM -> Zoho Invoice and not vice versa: https://www.zoho.com/invoice/help/integration/zoho-invoice-zoho-crm-integration.html That being said, how can I setup Zoho CRM to show the invoices of my customers in Zoho Invoice? Would I: Export all of the contacts in Zoho Invoice Import them into Zoho CRM Synch them from Zoho CRM -> ZohoLine breaks in Timesheet notes
Is there a way to add a line break in the Timesheet's Log's notes? I have multiple items I had to add in the notes so that when I run a report and generate a PDF all line items are printed in separate lines instead of jumbled up in one line.Zoho Invoicing
Hello, I wonder if you can help me please. We are looking to see if we can have the Zoho CRM perform Invoicing in the following way... 1. We have a client we log as a Lead. 2. We convert that lead and it adds as a contact. 3. We select the contact and create a sales order. 4. Once all agreed we then convert that sales order to an Invoice. Which also creates an account for this client. Here is what we are looking for... We take stage payments for the job. Is there a way for us to raise an invoiceConditional Logic
Hi, Saw other posts but they all seem to be old. Has conditional logic been added to Invoice templates, or any of the templates for that matter? I'd like to display certain fields, based on other field criteria. Thanks!Signing up for Zoho Invoice - email
I am a zoho mail user and I want to sign up for Zoho Invoice. When I attempt to sign up using my zoho email xxx@zyzcompany.com I see this message: Email address already exist....... Yes it exists, because I set it up using Zoho...it is my company email and I want to use it in Zoho Invoice... I was thinking of a paid account but if Zoho can't fix this then I will go to competitive product...How to insert Estimate based on a particular customer in zoho invoice using php curl?
Hi, How to insert estimate based on a particular customer in zoho invoice using php.Also how to fetch the customers from zoho invoice api? Thanks,Amount of Customers - Free plan
If a person is using the free account, it's only 5 customers but does this mean 5 customers ever or 5 active customers at any one time?Invoice and Quote Templates with Header and Footer
Would be great if you could define a Header and Footer for each template or a section where we can define which should be on each page and which parts shouldn't break through pages ... ;)Zoho Invoice not loading
Hi I log in and I get past the 'wait while we work our magic' bit then the application starts looping through the loading sequence. Please help I need access to my account urgently. Many thanks JustynCan I send an automated paypal subscription using Zoho invoice?
Hi, I have been trying to find the answer to this but nothing seems to be written down about it in a step by step instuction.We have a web based directory and charge an annual fee to customers of £195 plus VAT. I need to know if Zoho invoice can do the following: 1. We'd like to set up an invoice using PayPal as the payment merchant and automatically have this as a recurring annual subscription amount that is collected form the client automatically each year. 2. We would also like to issue invoicesSeriously: Auto Billing promised since 2010
Hello Zoho Team, I like Zoho a lot, but the lack of the auto billing feature already caused us big losses as customers can simply decide to "not pay". Unfortunately, searching forum archives on this topic is frustrating. The Auto Billing was considered by you one of the most awaited features from your users, and since 2010 your only replies were like "We are yet to implement", "sorry to disappoint", "we will release it soon", etc... Now, please do not reply me you're sorry to disappoint. Do not tellInvoice to set up recurring billing (not recurring invoicing) with one online payment to PayPal PayFlow Pro
Is it possible for an invoice to include an online payment link for recurring credit card payments? I have a PayPal PayFlow Pro account with recurring billing. I'd like to provide a link for individuals to set up their recurring billing payments. I only want to invoice them once and have PayPal debit their credit cards on a recurring basis. Is this something I can do with Zoho Invoices?Add options to saving invoices
A lot of invoices I create I manually print out immediately after I create it. When I create an invoice, the only option I have is to create a draft, or send a pdf in an email. I have to go to the email option, go back to the invoice list, find the invoice, and then generate a pdf. It's a minor annoyance, but it would be nice if I could just immediately generate a pdf when I create the invoice, rather than being forced to email. Thanks!Option to adjust how a business address is displayed
Would it be possible to add an option to re-arrange the way the address fields are displayed on invoices? The way it currently displays is: Acme Company Corp 1234 Street Lane City 123456 State In Canada, we display as follow: Acme Company Corp 1234 Street Lane City, State 123456 I've had a few comments from my customers that I should change this, but without manually changing a PDF file I can't.Why are invoices that are "Void" showing a balance?
Hello, I have a number of invoices that were incorrectly sent and we are marking them as "Void" - however, when I go to my open invoices they still show a balance? Is this how it is meant to work? What is the best way to handle invoices that were incorrectly sent?Getting Customer by Search String from Invoice
This doesnt work all times for me... For a few people it doesn't seem to return results. I am searching by first and last name. It works for most, but I can't seem to figure out what the specifics of the cases where it isn't working are. Can y'all posit a reason as to why get customer search may not work sometimes?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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