Deleting an invoice when a credit has been applied to it.
Hello, I'm still testing your Zoho Invoice software. I have ran into the following issue: I've set up a test customer. For which I have opened an invoice and paid the invoice with a credit note for the same customer. Now I want to delete the invoice but I can't. I get the message: "This invoice has credits applied to it. Hence, it cannot be deleted." Next I went to the credit note to delete it but I can't delete it either. I get the message "Credits applied to invoice(s) or refunded cannot be deleted"Adding New Users
When I add new users, they can't see the invoices or contacts or anything that I can see. For one user it has worked. I'm not sure/can't remember what we did differently. What do? Can't remember if it has to do w/ the ZSC key and if so, whose do we use and where do we put it?Missing notes and Terms & Conditions when an estimate get approved
Hi All: I would like to transfer the information from notes and Terms & Conditions of an estimate, to an invoice automatically when the estimates get approved. I made plenty of test and the only informations missing are notes and Terms & Conditions , the rest is working O.K. Thanks.What happened to the Discount column on quotes and invoices?
I can no longer show the discount column on my quotes. How do I enable it? thanksInvoice Templates -- Why can I not see the dropdown menu in the top-right screen of my Edit screen to change invoice templates?
In Edit mode, other users in our department see a dropdown screen in the top-right corner which allows them to change templates for the invoice. On mine, it is blank. The "Edit" row is there at the top, but there is nothing to the right of it all the way over to the right side of the screen. Can someone explain why and how I can remedy this? Thank you.Custom Invoice Template
I am a custom invoice template user and we rely on it on some critical business requirement. I once reported the sometimes the PDF got performance issue and I really appreciate Zoho team is working on it. But I am very disappointed by the solution - disable HTML editor completely. Create User Case would not do it. YOU CANNOT SATISFIED ALL USERS WITH USER CASES !!! How many templates you want to create ?!Add expenses to existing invoice
Is there a way to add one or more billable expenses as a line item to an existing invoice, or to add them to an invoice I am creating? Or, alternatively, a way to mark billable expenses as paid without generating an invoice for them? If I have to do domain registration for a client, and pay for hosting, I record these as billable expenses. When it comes time to charge the client for these items + my time, I have to turn both expenses into an invoice and do another another for my time. This is 3 separateInvoice displays wrong headers for item table
Hi, There's an apparent problem with the labels above the items table in Zoho Invoice. I have two different templates for my invoices: one in English (the default one) and one in French. When I go to the templates settings and choose to edit or preview the French template, the labels show up just fine. But when I go to create an invoice with that particular template, the "Item & Description" as well as the "Qty" headers are still in English! I believe this is a new bug because it used to work before.ZOHO CRM invoices & ZOHO Invoices- which one?
hi, we have the CRM module and it can send out invoices. So if we sign up for this zoho invoice, how does it reconcile with the crm module... do they invoices have the same invoice #? and how about all our products? how do we load it into the invoice?How and when do customers sync from CRM?
Do I have to manually tel Zoho Invoice to sync with contacts in the CRM? I am trying to programmatically add contacts and create invoices for them using the API but I am running into the problem of a missing customer ID for newly created contacts.Organisation profile
You standard have these boxes in your organisation profile. Your Logo Organization Name Industry Adress Contact Email But in the netherlands it is normal to also add KVK Nummer (Chamber of commerce number) BTW Nummer (Tax Number) IBAN (Account number) BIC Code How can I add these? Since i need them on my invoice..I have an .osd for an invoice, how do I...
What's the best way for me to do this. Here's what I have been doing. I have an .ods (OpenOffice Document) that's a spreadsheet we use to create an invoice for a potential customer. I have been creating it on my desktop and saving it as a PDF and emailing it to the client. What do you recommend I do to simply and make more professional? As of yet I have not tried "Zoho Invoice", because I already have an invoice. I don't want to have to learn another thing to send invoices. Is that possible?Creating an overdue invoice
How can I create an Invoice programmatically with an overdue status? Alternatively, can I set the status of draft Invoices to overdue? Thanks, GabeTimelog - minutes
Regarding timelog: "HH:MM" I manually enter time. Is the "MM" 0-59 minutes? For example, if I spend 2 hours 20 minutes is it as simple as entering "2:20" or do I need to do some formula? This must be obvious to everyone as I didn't see this question in the forum. Thank yoU!Multiple billable expenses for one client?
Using your invoicing system I have entered a couple of expenses for a particular client. The system does not appear to allow me to select multiple billable expenses and create an invoice for the client? Surely we do not have to create a separate invoice for each billable expense?Recent 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' dropCustom Field in Invoice Details
We have prepaid and postpaid customers. Right now when we download Aging file, we have to manually bifurcate these customers in excel. Is it possible to have custom field whereby we can have a flag/dropdown to choose Prepaid or Postpaid customers. So we can download only Postpaid customer details.3 Support Questions
Hi I've switched over to the new system which looks v nice indeed, but I have a few questions: 1. Can I change the time period for total receivables and sales in the dashboard? 2. If I have 2 organisations set up, can I transfer old invoices or estimates between organisations? 3. We've noticed some data missing from invoices when printing from Zoho (e.g. field labels such as VAT and subtotal). Has anyone else reported this?Disable/enable contacts for a client
Hi, I have a number of clients that have 30+ contacts, when i import these into the invoice application, all i want to do, is enable a 3 or 4 of these contacts to have Portal access. However, I can not do anything to change this at the moment, and I do NOT wish to delete contacts from Zoho CRM, as they are important! Any ideas? CheersSet payment term during invoice creation via API
I am using Zoho Invoice to create some invoices, only with the API. Is it possible to add specific payment term, only with the API, on the same call than invoice creation (not with another api call as visible in documentation) ? Best regardsUnable to save Timesheet duration properly
Hi everyone, I can't believe I'm the first one to report this, but since this morning (Feb 25, 2014, 10:50 AM EST), I am unable to change the duration of an existing Timesheet entry in Zoho Invoice. The bug is actually very easy to reproduce. Here's what I'm trying to do (and was able to up until this morning): Go to the Timesheet section Choose an existing task (I'm using one that I tracked using the timer) Note the time on the counter for that task, for example 4:05 Click on it to load the 'EditDouble print in same page
I need to print a double copy of invoice in the same sheet. I use pre-printed modules in a A4 format , divided in two . One part is for me and one is for customer. (I know is complex, but we are talking about italian laws...) Is possible to customize the page in this way?purchase invoice
Hi, This software is very good... to manage the selling invoice. But I think it could be nice can manage all the purchase invoice in order to give a really complete accounting managament system. Do you think will be implement in the future? Thanks for your answer. Davidepdf format
1) if the invoice more than one page, can add page number on the end of page? and mark invoice number on second and after page? 2) how to email the PAYMENT RECEIPT to client? 3) can add the invoice number on PAYMENT RECEIPT? (https://invoice.zoho.com/app#/paymentsreceived)Add a column to invoice
I would like to know if there is a way to add acustom column to an invoice. I would like to add a shipping column and a tax column so I can enter a fixed amount for shipping and a fixed amount for tax per line per item Here is what I am looking for Qty Item unit Price shipping Tax Total ThanksCan't Open File when Printing or Exporting PDF
I get a pop up box that says "Can't open this file. There's a problem with the file format" when I try to "Print" or "Export as PDF" in Zoho Invoice. I recently got a new computer that is running Win 8.1. I never had this problem before??Bitcoin Currency Support
I've started to accept Bitcoin from my customers for payment as well as paying for online services. The currency code is BTC and the currency symbol being (re)used is the Thai Baht symbol ฿ in the same way as the $ symbol has been reused for different currencies. Any chance of adding support for this currency? If not I'm just going to have to keep using Thai Baht / BTC, but that's going to cause an issue later when we start doing business with Thailand. Many thanksHow to send invoice through API
Hi, I'm working with the Invoice API and most of it goes well ! I am however struggling with the 'send invoice' instruction. I read that I can send out the invoice upon creation, by adding the Send=true parameter. But I don't know where or how to integrate this. On the other hand, I'm trying to email an already created invoice, and am sending following data through a post request: $data = "<Custom.Subject>This is mail subject</Custom.Subject> <Custom.Body>This is the mail content</Custom.Body>Zoho Invoice Payments Thru Paypal
Hello! I have business payments setup through Zoho Invoice for Paypal. This is my first time using Zoho Invoicing and didn't know if my customers would then be directed to pay to paypal when they clicked the link that asked them to pay online through the email invoice template I created. Since these are also going through PayPal Business Payments, I wanted to ensure that the fee would be $0.50 like other paypal business payments I have received in the past from another company using the same paymentCan't Export Customers Anymore? No customer reports?
I can't export contact or customer information in the new version of Zoho... The choice is missing. Only import exists now as a choice. There are all kinds of reasons one needs this. Am I correct? Cheers, Nealinvoice template
How to add company Phone and Fax number to company header?Using Zoho Invoice for a shopping cart
Hello, I'm using Zoho to invoice my customer when I work on IT stuff. I'm now selling webhosting from my website. There is a way to create a form so when user chose a plan, send them to a form, client will enter information, pay for the plan that their chose and after send me an email so I can create their account? Thanks, Marcpayment using zoho invoice API
By logging in to zoho website, we can send email to coustomer to pay via playpal/authorize.net (using link in the email) Can we generate link using your invoice API and use in our Application? can you tell me how to do this? if it is not possible, can you please suggest other way? -thanks,How can I add two columns in my invoice template??
Hi, I need to add two columns in the plain invoice. One to show what type of TAX it is (i.e. either 21% or 6%) and the other columns to show how much is the TAX, so that in the last column (Amount) shows the total amount for that item. Thank you. Murray HarperImport Contacts broken
In the past two days, you have changed/broken the Contacts import. In Step 2 of the process where you map the fields/columns of the import file with your matching columns, the 'Customer Name' column is missing. It was working two days ago- and we have created code to export our data into a CSV with matching column names, which no longer works. Was this change intentional? If not, please fix this asap.If it was intentional, then is there a way to get notice of schema/layout changes as we have createdCan the User Type (Staff) create projects and tasks?
Hello, general inquiry here. We just started using Zoho invoices and have a couple of questions on user types: Can a Staff user create projects and tasks? With the default setup, only admin users are able to create projects and tasks. Is this right? So what is the difference between a staff user and a staff user with time tracking access? LawAdd bankaccount to the invoice
Hello I dont understand where i can add my bankaccount-number.. dont know what this is called, but its my number to the bank, where people pay the money. Can someone please help me with this? Thanks.How can i add bank account to my invoice?
Hello, i really dont understand this. When i send an invoice to a customer they will pay me.. and to do that, they need my bank account, so they got somewhere to pay... I dont understand where i can add this. Can someone please help me with this?Multiple address formats?
Is it possible to define multiple address formats for including on Estimates, Invoices, etc.? Ideally, it would be good to have this defined on a per template basis and not globally.Can you combine Timesheet, Expenses and Invoice into a single invoice?
Hi I would think this would be quite a common request. We would like to bill our clients monthly. So on the monthly invoice we would like to add in: 1. Any expenses 2. Any timesheet logs 3. Our monthly management fee At the moment it seems we have to create 3 separate invoices for each category. Is there any functionality to combine this into a single invoice? Thanks GeneNext 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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