Zoho CRM to Zoho Invoice
How can I import data I've inputed into Zoho CRM (customer name, address, contact, etc.) into Zoho Invoice information. DavidStripe issues - Australia
Hi Team I have set up a Stripe account in Australia (its in Beta here but works fine). I have entered my Live Secret Key into the required setup field. When I do this, I see that AUD is not listed, only USD CAD EUR and GBP. Now if I create a brand new invoice, I have the ability to select Stripe (the option is enabled, and checked) until I enter a product, (so, until the price field gets populated) at which time the Stripe option gets unchecked and disabled. I presume this to be due to the unsupportedChange Timer-Entries from billable/unbilled to unbillable
Hi How can I change a timer entry from "unbilled" not unbillable? I have a project that I can not charge, but I also dont want to delete the entries. So how can I change the status of these entries? Maybe for the whole project so I dont have to do it for every single entry? ThanksHow do I see which Projects have unbilled time?
How do I see which Projects have unbilled time? ThanksNeed Account # on Estimates and Invoices
I'm using Invoice, not the Creator database Zoho Invoice. Is it just me or does anyone else want to display the customer's Account Number on Estimates and Invoices? When customers call with billing questions, one of the first thing we ask is "What is your account number"? And it would be a lot easier to answer that question if the number was on the invoice. Every invoice I receive in the mail has my Account Number on it. It looks like estimates and invoices are created for Customers, not Accounts.Tweak Tax Report
I just switched to Zoho for Invoice amazing it works great, but the tax report does not work well for cash based accounting. I saw a couple older posts about this, but never really a solution. I would hate to have to export my invoices every month and tweak the data my self to make it work. There has to be a simple solution. Not a deal breaker but annoying.User who created invoice
Hello Zoho Support Team! We have several users registered in Zoho Invoice Please could you let me know how I can see which user created the invoice? Thanks, AndreyCan we incorporate visa bill pay in Zoho invoice
Can we incorporate visa bill pay in Zoho invoice as in India our clients don't feel comfortable on PayPal or other payment gateways which have not created enough presence . Visa bill pay is one example which most people in India are aware and a trust factor is working . How can this be achieved by your team .Getting Contacts (e.g. Phone number, email address) thru Invoice API
I am a paying customer of Zoho Invoice, and I would to get the Contacts (e.g. Phone number, email addresses) thru Invoice API, how can I do that ? Simon.Persian & Arabic language disapears in PDF export invoice!
Persian & Arabic language disapears in PDF export invoice!Report sales with tax break-up
Hello - I'm trying to generate a sales report with a break up of the sales amount as well as the corresponding VAT. However the sales report includes the tax amount as well. This seems like a very basic sales figure. I can get the figure in the TAX report, but there are some sales which don't have tax (like exports and services) so this wont work for me either. Am I missing something or this is a glaring omission in the product?Splash Screen Keeps Coming Up
The screen saying: Hassle-free Invoicing Stay in love with your work while we make sure you get paid fast and quick. Excellent way to bill clients! Keeps coming up to try to get me to become a customer: but I am already a customer.. Why am I forced to go through the many steps to sign in; 1. Enter user name and password 2. Go to Invoices category and click 3. See Marketing Splash screen 4. Click Sign In at top right of page 5. Then click on Invoices to get to my list of outstanding invoices Can'tUpload receipts for expenses?
Is there a way to upload receipts for an expense item? If so, how? If not available in the core, has anyone created this functionality with the API as an add-on? Seems to be the only thing missing.... Thanks! JennTime Reporter?
Hi, Do zoho have any timereporter app for android? We need a function where we can have a start time and a stop time.Sales By Customer and Item
Hi Under Zoho Invoice "Sales Reports", you have Sales by Customer Report and Sales by Item Report. Is there a report that shows both of them together. i.e. I want a report for a single customer that shows total sales items for the year. How can we show such a report? Many thanks Geneinvoice forwarding
I can see that I sent an email in the invoice portal but not in the email portal for that specific account nor in my email list. How do I forward the email that was originaly sent to someone else?Can't export report from only one customer
When I do a report and I come to export using CSV or XLS, it gives me ALL my customers. On top of that, you you export a line for every item. All I want to do is get the all the following invoice data from one specific customer: Date of invoice Total amount I can't believe how much time I'm wasting trying to get this basic information just so I can generate a chart...Customizing PO# on invoice
Hi. When making a new invoice is there any what to customize the PO# line (below the drop down invoice line) to make it read something else? Since our invoice number and PO# are used for the same thing, we'd love to have it read "Description" or "Project Name" when making one. Thanks.HOW TO CREATE MASS INVOICES IN ZOHO INVOICE?
HOW TO CREATE MASS INVOICES IN ZOHO INVOICE?Access to Recurring Invoices via Zoho Invoice API
Is it possible to have access to the recurring invoices via Zoho API ? If not when will it be possible ? The idea is to be able to have a projection on future income based on the recurring invoices. Regards!Free edition
How do I create an invoice in Zoho Free?invoice payement issue with API in php
Hi Team, Please can you help to understand i have this error when i am to make a payement with Zoho invoice API ? Error Code 14:Invalid Ticket Passed This is the code that i am using to make the paiement in php $params = array ('SCOPE'=>'invoiceapi','authtoken'=>$authtoken,'apikey'=>$apikey,'XMLString'=>$xmlstr); $ch = curl_init('https://invoice.zoho.com/api/payments/create/'); curl_setopt($ch, CURLOPT_VERBOSE, 1);//standard i/o streams curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, FALSE);// curl_setopt($ch,Exporting data from Zoho Invoice to Zoho Sheet
We are happy to announce the integration of Zoho Invoice with Zoho Sheet. Now you can export your data from Zoho Invoice to Sheet very easily. You can find more details about this in the following blog post - http://blogs.zoho.com/uncategorized/one-two-three-export-data-from-zoho-invoice-to-zoho-sheet/ We will be happy to hear your comments on this. Regards SivaPayment Invoice Issue
Hi Team, I have and error "Error Code 14:Invalid Ticket Passed" during processing payement Please can you tell me what is the issue ? This is the php code that is using $params = array ('SCOPE'=>'invoiceapi','authtoken'=>$authtoken,'apikey'=>$apikey,'XMLString'=>$xmlstr); $ch = curl_init('https://invoice.zoho.com/api/payments/create/'); curl_setopt($ch, CURLOPT_VERBOSE, 1);//standard i/o streams curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, FALSE);//Customer Balances Report @ a specific date
Please could someone advise how I can view / print the Customer Balances on a specific date. The system defaults to today's date but I need it at a previous period / date. Thank you.Export Customer Statement / Ledger to csv or excel
Good day - Is there a way to export the Customer Statement Information to either a csv or 'excel'? Thank you.full customization of templates - disabled for how long?
Hi We are currently evaluating the Zoho Suite (invoice, projects,...) as our main tool to administrate our business. Since we are a software integrator company we are also potentially interested in interfacing zoho invoice with other softwares. By going through the software functionalities we were just astonished that the html editing of templates was disabled and not directly replaced by an upgrade of the functionality. How long will this functionality (full customization of templates) be disabled?signature line
how do i add a line for the customer to sign their signatureChange quotes template
Hi, Does Anyone know where I can find the button the change the lay-out (via HTML or the easier option) after choosing a template. I already customized the fields but know I want to change the lay out. I can't find the button anymore. Thanks in advanceAfter Alter Quot template the result in PDF get messed up
I made changes to my Quot template, minor move of field into different location. After save the export to PDF got the wrong results and preventing me from get quotation from the system. Here is the HTML code used in the template. Start Code Here <table border="0" cellspacing="0" cellpadding="0" width="100%" style="background:#fff;padding:2px;"><tbody><tr><td><table border="0" cellspacing="0" cellpadding="0" width="100%" style="border-left:1px solid #dadada;border-right:4px solid #dadada;border-top:1pxHow I get the Receipt or Tax Invoice?
I have got only the Invoice when I buy the Zoho CRM and Zoho Project. My company need to have the Receipt.Any chance to disable mandatory rate field in items? Ideally totally customize items - change curency in items as well.
Hello, Is there any chance to get the functionality I need? Totally custom items: ability to set the currency different from the default currency in items. Ability to cereate invoices in EUR( for ex.) and see the reports both in EUR and my default currency - RUB."Payment gateways have not been set up yet."
I get the error below when I try to send an invoice, despite having synced our Stripe account. Any ideas? *** Online Payment Options Payment gateways have not been set up yet. Please set up a payment gateway for online payments or remove the online payment link in the body of this email.Delivery Bill
Hello, I have seen a lot of questions around delivery notes with answers from a year ago saying that Zoho was thinking of working on it. Is it done? Is there a actual real way to create a delivery bill automaticaly from a order but before an invoice? Thank you for your help Best regardsSynchronize Zoho Report with Zoho CRM and Zoho Invoice
Hi, I need to monitor my sales team performance/activity. I need to create a cross table report that indicates per week, per month, per quarter key business indicators bellows: - Number of new leads src: Zoho CRM - Number of lead converted src: Zoho CRM - Number of calls done src: Zoho CRM - Number of events/clientsView Draft under the customers information along with open, closed and overdue
When I set up a upcoming job It is set as draft and I date the invoice the date of the job. When I pull the customers name from the customer section it shows all the types of invoices except draft. How can I make a draft invoice show up on the customers info.Tracking hourly, but charging Per Diem?
Hi there, I need to be able to track time hourly, but charge clients Per Diem. Does anyone know if this is possible? Please help - I'd like to purchase, but this is possibly a deal breaker. Or....even if I can just keep the time sheet line items on the invoice, but get rid of the hourly rate on each line? Thank you so much! VesPaypal payments not always recorded in Zoho Invoice
We have problems for a moment now, and it seems to be random (most works OK), what can cause the problem ? We do receive the Paypal payment, but it's not recorded in Zoho as its should. Customers are using the links from zoho invoice email, as it should... Thank you for your help JonathanIs it possible to import CRM contacts into Zoho invoicing more frequently than every 12 hours automatically?
Hi Is it possible to import CRM contacts into Zoho invoicing more frequently than every 12 hours automatically? if so how can this be done? Thanks ReneeCreating an invoice from a timesheet using iphone.
So I am new customer and I come in and make a post asking how to create an invoice from a time sheet and you DELETE the post? You have to be kidding me. I am immediately reversing the charges for this on my CC. Thanks for your great support. Moderate a payment reversal.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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