About HTML customize with Estimate and Credit Note
Hi there, I am new here and I want to ask you guys something. I have been able to make a Custom Template for my Invoice with my own HTML formatting etc., but when I turn to the Estimate and the Credit Note; sounds like I don't have that option of custom HTML. Am I right about this, or is this function hidden somewhere I don't know ? I think that if the invoice have this feature than other documents should have it too, because most of us need the documents in the same style and format; like brandingPaypal Payments with credit card and without registering an account.
Hi. I have configured Zoho Invoice with Paypal Standard as the online payment gateway. I don't want that my customers already have a Paypal account, I just want them to pay entering only their credit card number. My problem is that they get redirected to a Paypal page with two options (see attached picture).: - login with existing paypal account ("¿Tiene una cuenta Paypal?" - in the picture) - create a new one ("Abra una cuenta Paypal" - in the picture) How can I show payment via credit cardNew Interface How to Combine Multiple Expenses into One Invoice..
I'm missing something basic here. From the Expenses area, how to you create one invoice from multiple expenses? Is there a manual for the new interface? I'm finding it very confusing compared to the old one. Thanks.error on sending invoice - online payment gateway not set up
Hi, I am receiving a notification when trying to send an invoice that online payment gateway is not set up. I don't want to use an online payment gateway. What can I do?New interface - Convert to open
Hello, When creating an invoice, it is always done as a Draft. In the old interface, there was an option to convert it to "Open". I can't find this option any more in the new interface. The only way is to Record a payment, but if we didn't receive any payment, this is not an option. As long as the invoice is a Draft, it doesn't show as overdue, even if the payment date has passed. This is really annoying as I like the new interface, but I constantly have to switch to the old interface to change theNotification when we add a comment
Hi: We are using Client Portal feature of Zoho Invoice. There our clients made comments on estimates and invoices, and we get an email notification. But, when we make a comment in Zoho Invoice new interface we just have a "Do you want to show on the customer self-service portal?" checkbox and the client do not receive a email notification. Is there a chance to include an email notification to clients when we add comments, as we received theirs? Cheers. MauricioSearching using customer notes under invoices (advance search tab)
Hello, In the previous version of advance search I was able to search invoices using customer notes keywords. However, after some recent updates on Zoho invoice I am unable to do the same as customer notes have disappeared from advance search of invoices. Please provide a solution asap.How do I associate more than one payment mode to an invoice?
Hi, i need to associate more than one payment term to an invoice. For example: for the invoice nr. 5 i need to associate 3 payments terms in advance 30/60/90 days. How i can do this? Thank you in advance FilippoAutobilling stopped working from around April 10
Hi Zoho, Thank you very much for a quite OK invoice service. I have regular customers who I automatically bill on the 10th of every month. Autobilling has worked fine until April 10. From April 10, the autobilling function stopped working. The error message says something like "The following place holder could not be inserted, and thats why the invoice was not sent out" %CompanyStreetAddress2% Checking my invoice template through the old UI, the selected place holders that I use in the templateAvoid Export/Import functionality for non Admin users
Is there a way to avoid exporting/importing entities for non-admin users?Upload logo into invoice in free version?
Is that possible? I can only seem to upload a background image. Clear steps would be helpful! Thanks MegConverting a Case to an invoice
Is there a way to attach a case or convert a case to an invoice? We always diagnose the problem before we create an invoice. The details of the case need to be included on the invoice. Any suggestions?Count of email addresses
Hi! Tell me please is it possible to increase the maximum number of contact persons that can be added in contact details at least until 15. The matter is that I have one customer which has several departments. One type of invoices I must send to one department, another type - to another department and so on. I need to add a little more contact persons to consider all. I don't want to create a new customer because I need to see total balance. Thank you in advance for the answer.Delete Online Payments from Invoice
I need to delete Online Payments from invoice ! We are from Argentina and none of those companies operates in Argentina. Also it does not allows me to send an email if Online Payment is not configured !!After an Invoice PAID how can print a RECEIPT of this transaction?
After an Invoice get PAID how can print a RECEIPT of this transaction?Payment Mode: Paypal option gone?
Sorry if this is a double post. Seems my last post didn't make it... I'm marking a few invoices as paid, but Paypal is no longer a choice. I haven't changed anything in my settings. Was this done intentionally or is there some bug? All of my customers use Paypal to pay me, so there's no option for me to choose at the moment. ThanksAttaching multiple documents to an invocie or quote
I have a client interested in quoting, and invoicing. Presently when they send a quote or an invoice they add pages to the invoice. Pages are: Invoice Product Sheet Terms and Conditions Line Card They use PDF Fill to combine them into one pdf file. So when an email is sent out there are not multiple files but one file with all the relevant pages in it. It can be 4 pages to 9 pages depending on what is ordered. Is there a way to create an invoice template that will allow the user to combine additionalAddress Formats bug
Hello: I want to report a problem. I want to change Address Format of Organization using preference settings, as seen below: If I click on Edit customer format, I can see the Placeholders. But, if I click on Edit Organization format, the box is empty. So, I insert a Placeholder, just to test... And what I get... customer address updated.Search Customers by Email
I'm using the API on to to link customers to their respective companies after registering on our company website. To make it easier for the customer I'm linking them to their CompanyID based on the customer's verified email. Currently, the API only supports searching the customer list for "Customer Name" and "Customer Notes". In order to circumvent this, I've had to paste the customer's email(s) into the note fields and search them for emails. It would be easier and more logical if we could searchI cannot find your invoices or bills (that is, my payments to Zoho service)
I cannot find invoices or bills for my payments to Zoho services :(+++123/1234/12345+++
Hi, I use "ZOHO invoice" for 3 years, with the French mode. I want to automate a structured payment communication(+++123/1234/12345+++) in the invoice !. Can you help me? Thank you.Export Zoho invoice
Hi, I need to export my invoices from Zoho invoice. I cannot export more than 10 000 records (detailles invoices). What can I do to export them all ? I just need the balance (10 000 records) and I don't need the detailed view (70 000 records) . Thanks for your assistance, Fred,Exporting - add a date range
It would be helpful if your export functions allowed the entry of a from/to date range. We import 800+ invoices a month and 1000+ payments - exporting the entire list each month is getting....large. Hopefully, we won't hit a limit anytime soon - but the ability to specify the date range would be helpful. I also looked at retrieving this via the API. It seems to support a single date (invoice or due), but not a range and the payments and credits API appears limited solely to a specific invoice, WhatPayment Reminders based on invoice sent date?
The automatic email reminding customers is a great feature. Can it be based on the date the original invoice was sent instead of the date the invoice was created? When I do work for a client I create an invoice but I usually wait a few days or even a week or two before sending the invoice. It is common for the customer to request small changes to the project that I want to capture on the invoice.How to work with Invoice API create a customer payment?
I am trying to cal an API to create a customer Payment. My Code is <%{ authToken = "<myauthtoken>"; invoiceMap = { "invoice_id" : "489509000000031013", "amount_applied" : "10100", "tax_amount_withheld" : "" }; baseUrl = "https://invoice.zoho.com/api/v3/customerpayments"; jsonMap = { "customer_id" : "489509000000030001", "invoices" : "[" + invoiceMap + "]", "payment_mode" : "Cash", "description" : "", "date" : "2014-03-27", "exchange_rate" : 1, "amount" : "10100", "bank_charges" :Ability for customers to view invoice and status online
I like just about everything on Zoho Invoice, except there's no ability that I can see for a customer to view the invoice online and see the status (sent/awaiting payment, paid, overdue, etc).Zoho Dashboard is Down 10:35 EST - Anyone Else?
Anyone else? 3 browsers: Chrome/Firefox/Safari. Suddenly, all show blank screen for: https://invoice.zoho.com/app#/home/dashboard Culprits? .js ? .css? https://css.zohostatic.com/invoice/Feb_19_2014_4_17642/zbooks/assets/styles/app.css ??? https://js.zohostatic.com/invoice/Feb_19_2014_4_17642/zbooks/assets/vendor.min.js ??Print Remark on a new page
Hi Is there a way to print the Remark on a new page, i can have long remarks and i do not want to have it separated on two pages. RegardsCan't see all unpaid invoises in "invoice payment"
Hi! I have one inconvenience in using zoho invoices. I have one customer with a lot of counts of unpaid invoices (at this moment he has 109 unpaid invoices). When this customer pay for his overdue invoices I go (in new version of the site) to Contacts->choose him-> new transaction -> invoice payment. On this page of the site I see his unpaid invoices. But inconvenience is that I can't see ALL his unpaid invoices (at this moment I see only 99 unpaid invoices instead 109). Also I can't sort the listChange Currencies disabled, for imported CRM accounts?
Hi, I have accounts that i have imported from CRM, now i want to change the currency to USD or AUS. However, I can not seem to be able to do this! can you please advise as this is a big problem! The issue, I can not specify the Currency in the CRM, as such I have no way of telling invoice that this client should be using USD $ or AUS $ etc.... AbsRe: online payments
Hello, I had a complaint from a client. The invoices sent to him contain wrong link to online payments. The link is to client portal, not to paypal page for the payment. Please note that portal client is not active for the client.Is there a way to view the frequency, last invoice date, and next invoice date all in the same location like in the older version of Zoho Invoice?
Above is the screenshot of what I am talking about. In the new version of Zoho Invoice, you can't view all these things in the same location. Do you know where I can view all these things in a list like the old Zoho Invoice?Z invoice password
Can Zoho invoice be setup with its own password independent of the main zoho account (to keep unwanted hands out of our CRM, email and such). Greg Aanes 2109 Queen Street Bellingha WA USAemail "Payment Thank-You"
Hi, help me, please. I can't sent email "Payment Thank-You". Going to "contacts"->choosing customer->"new transaction" -> invoice payment, fill the payment recieved i see "Email To" and e-mail adresses with checkboxes. I choose e-mails, including my e-mail, but I don't recieve nothing, and I presume that others too. Please tell what is the reasonZoho Invoice and Paypal Subscription Payments
Hello all, So I've tried looking around the forum and haven't found an answer yet. My question is this: Can zoho invoice be configured to set up paypal subscription payments? I do love the auto-billing feature and it's a good feature. However, I really want to make the payment process as automated as possible and make it void of any manual intervention by either myself or my clients. If it is possible, how do I configure that feature? If it's not, is Zoho looking at making that functionality available?"Balance should occur at least once" error when creating new invoices
It appears that Zoho Invoices has problems with the latest dev version of Chrome: Whenever I try to save an estimate it produces the following zen-like error (at the top of the screen): Balance should occur at least once This makes no sense for an estimate. It's probably something wrong with the JavaScript code on the page or a bug in the dev version of Chrome. Either way you should get your devs on it to figure it out before it surprises anyone when the next version of Chrome comes out. OnlyCan't attach a file to invoice
Hi, I'm having a problem attaching a PDF file to an invoice. I use this functionality all the time and normally it works fine. However, today I am getting an error message "Invalid value passed for attachments" after I attach the file and then press "Send". Any help with this is appreciated! Regards, MarkDifference between "net 5" and "net 30" in the field "due date"
Hi! I have some customers with the Payment terms "net 30". Recently have noted that for the field "due date" for this customers fills automaticaly with next logic: date of creation + 29 days. For another side, I also have some customers with the Payment terms "net 5". But for field "due date" for this customers fills automaticaly with another logic: date of creation + 5 days. So, for them I must change "due date" manually. Is it a program error?sending invoice without pdf attachment
Is it possible to send an invoice email but without the default invoice pdf ? I need to send it with my countrys oficial invoice only, wich I attach manually. Thanks for your helphow do i set auto billing ?
i want to add auto billing i working with monthly subscription for example a customer needs to pay me 500$ a month i want to insert his credit card / bank account once and i want it to charge him automatically and send him an email for the payment i also want it to use customer credit notes before the payment , so if i gave the customer 200$ credit note for this month its will only charge him with 300 is it possible ? thanksNext 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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