Set Default field values for Payments Received
Hello, Is there anyway to set what the default values are when we receive payments? 9 times out of 10 our payments are sent in by check - is there anyway to make that the default value? We process hundreds of payments so it'll be a time saver. I know this functionality exists on Zoho CRM, I just want to see if it's possible to bring to Zoho InvoicePrice Books in invoices based on another field?
I am trying to help out a client with a ZOHO invoice need. They have 1 price book now and when they select ZOHO invoice from the Customer in the CRM to create an invoice they have the item details linked as a lookup field to that Price Book. What they want however is to have several price books with each connected to a property. So if I am invoicing a customer at The Oaks property I see only The Oaks price book when I select the item details for the invoice. When I invoice someone at Windermerezoho invoice for windows phone users?
I reckon they could bring zoho invoice App for windows phone users as well. As it makes it lot easier to work with.Zoho Invoice & Zoho Reports
Is there anyway to automatically pull data from Zoho Invoice to Zoho Reports? I'd love to be able to schedule a weekly custom report that gets emailed to a distribution list. I know Zoho CRM is connected, is there a relatively easy way to connect Zoho Invoice?sending letters during few hours
Hello! I noticed that the emails with invoices and "payment thank you" sent to the customer for a very long time - the delay can be 3-4 hours. I know when the letters come because put checkbox "send me a copy." Tell me, please, what it can be connected with? may be the reason is the difference in hours or another, or what the another reason? thanks in advanceURL Too large
Hi, I'm trying to create an invoice via the API and I'm getting an error that the URL is too large - which makes sense since URLs have length limitations. Can I send the JSONString at the POST body where there are no limitations? Putting it on the url makes it impossible for create invoices with more than a couple of items. Please advise. Thanks, JohnDraft invoices...How client could have seen it?
Dear Support: As long as I know, at client portal just appears sent invoices... How client could have seen a draft invoice as show on attached image? Regards, Mauricio.Purchase Order in recurring invoice
How do I add a PO# to a recurring invoice?Record expenses while in offline mode
Hi, I am using the Zoho Invoice Android App (and loving it). My main use of the mobile app is Expense recording. Although internet connectivity is increasingly easier to find, there are still those awkward spots where you just can't be online - recording expenses "locally" until network is available and synchronising then would be a great time saver - I'll often record the expense as I pay, but if I had to do it later, it opens an opportunity to forget! Does this make sense?upgrade and downgrand auto billing?
If I were to subscribe to authorize.net and use the auto billing, would I be able to upgrade/downgrade my clients billing? For example: My clients have the option to add on services (which bill monthly). A monthly plan for example is $50/month but the client wants to add on an enhancement that is an additional $10 per month = $60/month. Would I be able to append onto an existing subscription (auto bill) - or would my client get multiple billings? I have several add on options and I am trying to justCoupon Codes for online portal?
Hello, Is there anyway to have coupon codes setup for users, so when they log in they can redeem them off their invoice? We'd love to use that as a way to entice people to pay their bills online. Thanks.Price book info from CRM to Invoice
Hi Hope someone can help. How do I get the price book info from CRM to Zoho invoice, is there a step by step procedure? Can the price book info be synced?Written off report
Hi there, Please advise how to take written off report in Zoho Invoice (New Version) ?Adding a signature
Hello. We'd like to add an email signature that we can use when we send recurring invoices. Is it possible in Zoho Invoice to create/add another signature?Sending invoice with one broken email-address
hi, have noticed one strange thing I have to send invoices to one my client on 6 email-addresses. I do it through Zoho. One of that email-address sometimes works sometimes - not (sometimes I recieve letter "Undelivered Mail Returned to Sender" ) nevertheless it is important to me to keep it in the recipient. My problem is that when this one e-mail does not work, all other recipients receive not full letter (invoices are in attachment, but the text is not completely). Please tell me why thisAdding Company and contact person's name on invoices
Hi Zoho, I would like to include a contact person's name above their company name/address on invoices (beneath "Bill To:"). Is this possible? I've tried editing the contact's details, however I can only seem to get either the person's name or the company name to display. PS: I love Zoho Invoice – it is by far the best invoicing software I have tried. Thank you.Invoice for Multiple Projects
Is there a way to invoice a client for multiple projects on the same invoice?Adding non-billable time entries
We manage want to be able to manage all of time in Zoho. Is it possible to add non-billable time entries? Or even convert a time entry to billed without actually creating the invoice?Time Tracking time entry time log
Hello, When logging time by start and end time instead of number of hours, is there a way to enter time using A.M. and P.M. instead of a 24 hr clock? Also, I would like for the report to include this start and end time instead of just the number of hours worked. Is there a way to do this? Thanks, TeresaOver payment of Invoice
Hi. I have two customers that I do a lot of work for and are invoiced weekly so there can be a few invoices that need paying. When they pay me it is usaly a round number and will cover more that one invoice, if I enter the whole amount in the oldest invoice will the extra show up on the next invoice. Thanks JesHow can I get my timesheet details into a client's portal
My clients would very much like to keep track of my hours on their own through their portal .... is this possible ? or In the works ? Thank you ! BabaOoHow can I make a recurring invoice/receipt that is being paid by a direct Paypal monthly subscription ?
I have clients, which pay me monthly a fixed rate directly via my paypal account. (I'M NOT USING ZOHO for this) Those clients are also being invoiced (some punctual & some recurring) for different other products & services I provide, and Zoho Invoice takes care of all that. But I want these external recurring paiements on paypal to show under my projects, reports and dashboard...Basically I want them to be calculated into Zoho Invoice, so I can balance my projects and know when my clients need toModify Notes when the timer is running
Suggestion. Allow access to the Notes Field on a Timesheet while Timer is running. I use the "Timer" a lot in Invoicing. It helps me keep track accurately and I love it. I'm a contractor. I'll show up on site, start the Timer and I see the animation to the right indicating the clock is running. But, I'd like to be able to add and modify to the Notes field as I complete each indiv task throughout the day. The only way to do that now is to STOP the timer, add or modify Notes, then RESTART theVisibility & Access
Hello, I recently started using Zoho Invoices and have added a few more users to my account. However I noticed that other users under 'Staff Role' can: 1. Delete your account 2. Enable and Disable the ''Two Factor Authorisation'' option 3. Have Visibility of all Expenses 4. Manage the 'Allowed Ip's'' Shouldn't these options be only available to the ADMIN user? I don't feel safe that ' Staff ' users can have access to these options. There must be some way that this can be disabled from them; or ifTravel Expenses- reimbursement by mile
Can Zoho Invoice calculate reimbursements by mile for travel? Is there a way to customize more fields for expenses?Json not well formed when creating customer payment.
Hello, I am currently integrating zoho books with woocommerce via the zoho books api and a custom plugin that I am writing in php. I can create a new customer, item and even invoice, but when I make the call to record the customer payment which is defined HERE: I am getting an error that my json is not well formed. I have been struggling for a few days now trying to get this to pass, but so far no luck. I would greatly appreciate it if anyone could tell me what is wrong with my json or point meZoho Invoice. Online Payments.
Hello, I want to use online payments for invoices, so I have a few questions about this: 1. Is it possible to make automatic requests from Zoho to our API when customer successfully made his payment? (for tracking purposes in our system) 2. Is it possible to make refunds for online payments? Thank you. Regards John P.nicer looking emails
Please make nicer looking "invoice notification" emails. Thanks, Brian http://www.redpelicanmusic.comHow to resolve Internal Error 15
Hi There, I've been using the Zoho Invoice API quite happily up until this point using Node.js/Restify for my requests. I'm trying to send the following request to create an estimate and am receiving this in the body of my response. Error : {"code":15,"message":"Internal Error"} Request : URL : https://invoice.zoho.com/api/v3/estimates?authtoken=******&organization_id=****** Post Data : { JSONString: '{"status":"draft","billing_address":{"address":"123 Fake St.","city":"Fake Town","zip":"12345","state":"Fakesend via fax or export with fax cover
Sometimes my client do not use email as the communication. They prefer to use traditional fax. It will be great if inovice can be sent via built-in efax. Or, the invoice can be exported as pdf together with a fax cover which include the email template. So that I can use my own efax and then send the invoice to my client.amount of invoice changed to 0 in paypal...
Hello, I'm not sure if is Zoho or PayPal but: - clients click on Pay now button (to pay with PayPal) - in PayPal, the amount for the invoice is 0 - if they try to insert manual the amount, PayPal do the conversion in US (my currency is Canadian dollar) Do you have any clue why? Thank you,Sinchronizing Budgets and Products with CRM
I have som budgets and products created in CRM. Can I sinchronize CRM and Invoice, or do I have to export/import it manually? Tksuploading photo of receipt on i phone app
When I try to save a photo of receipt to an expense on the i phone app the pic is not saving. Can anyone help?How to export multiple PDF files to Google drive?
Can you please advise how you can upload mulitple PDF files to Google drive at once? Thank you. JenOutgoing Email Sender Name
Hi, Not sure if this is a feature already that I'm just not seeing or if anyone has already requested it.. We have our sender email set as billing@company.com... The problem is that the Sender Name is not being set as our Company name but instead showing up in Gmail and our client email clients as simply "billing" Any way to provide a field to enter a customer Sender Name - Would love to be able to have emails show up as Company Billing or Company Accounting Thanks! Mitul GandhiInvoice Custom Total
Hello, I want to change columns Rate and Discount in the Invoice template and set it with custom data (charges and fees). For this purposes I want to disable total calculation due to it spesific in my service. So, 1. Is it possible to disable total calculation in Zoho Invoice? 2. If yes, it is possible to set it manually via REST API? Thank you Sorry for bad englishAdd customers in API v3
Hello, Does API v3 has methods to add and edit customers? (I'm using Zoho Invoice) I found only for an old API that didn't work for me https://www.zoho.com/invoice/api/customers/customers.html#how-do-i-add-a-customer? Thank you!Can I set timesheet log entry as billed?
Hi, Thanks for Zoho Invoice - really sweet app, a joy to use. Is there a way to mark a timesheet log entry as "billed"? I started a new project about a month ago, and used Zoho for invoicing. Now that I see Zoho does timesheets as well, I'd like to move all my timesheets into Zoho. But when I add all my time logs for the last month, the log entries as say "unbilled", even though I've already invoiced the client through Zoho. Is there a way to tell Zoho, "Hey, these timesheet log entries are alreadyZoho Invoice's integration with Zoho CRM, an update
Here's a heads up on the scheduled revamp of the integration between Zoho Invoice and Zoho CRM. We are listing down a list of inclusions that you'll see for sure. a. We will be supporting the option to importing "Contacts". With the present level of integration you'll be able to import only the "Accounts" and the contacts associated with them. The new integration will let you import independent contacts who aren't associated with an Account. This is a shift from invoicing only from B2B to invoicingZoho Invoice Serial Number Issue
I am facing a serial number sequence issue. i am not able to change it back to 001 for a new financial year. but is asks that is already exist in the system and tells me to rename it. need help urgently. I thought it would have done it automatically after year ending.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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