Template guidelines?
I'm working with Zoho Invoice for more than two years and it is still very cumbersome to build on templates. It seems that some IDs, tables and attributes are mandatory. On the other side, it seems to be impossible to build a tabeless design. And what about page breaks? It seems that a special nesting of tables is needed to make a consistent page break possible... Why doesn't Zoho publish some kind of Templating Guide?Creating an invoice from a timesheet using iphone.
Hello everyone. This has to be something simple that I am overlooking. We do service calls and often need to create an invoice from a time sheet on our iphone. I see that you can do this from the website but I cannot find out how to do this from the App. Can you create an invoice from a time sheet using the iphone app? This is kind of a deal breaker for us. Thank you!Invoice template
Hi I've been trying to create a custom invoice template but have run into problems. I think they're bugs but maybe it's user error as well 1. When I create a custom invoice from a pre-made one, the formatting of the text changes even before I've edited anything. Could it be a browser bug (I'm using Firefox 3 on Win XP). 2. I can't seem to move the main table (housing the invoice description) up closer to the top area. Drag and drop doesn't seem to work. 3. The table rows/columns are very fiddly toFiltering Overdue Invoices Report By Customer
Hi, I need to send an overdue report to one of my clients but the report brings up ALL my overdue invoices. How do I eliminate all other clients invoices from this report? BTW, I emailed this query to support, days ago and I still have not received a response. What is the normal response time, for future reference? I'm in Australia so as far as I know there is no support phone number here I can call.... Many thanks, Dez78Questions About Zoho Invoice
HI there, just wanted to know if Zoho Invoice has the ability to calculate tax paid on invoices in one financial year rather than tax on invoices in one year, this meaning paid invoices. Our tax laws are setup to record paid sales and not invoiced sales, so we would only need to calculate tax on paid invoices in one year. Also is there the ability to offer customers a 5% discount on invoices if paid within 30 days? If the invoice is not paid within 30 days then the full ammount is outstanding? CheersInvoice Export as PDF-P.O goes missing
Hello, I noticed since yesterday that the export as PDF function under invoice functions has an issue. The PO number which I input on the webpage is not shown in the PDF format. All I see in the empty P.O row is "P.O.#". Developers please fix this asap as I don't want to end up filling P.O numbers by hand in each invoice. Thanks.Contemporary Invoice template set as default, but still shows old invoice template in PDF
Hello, I have selected on of the nice looking 'Contemporary' invoices as default, though when I go to view a test invoice as an exported PDF, it is the same old 'Professional' looking format. Can you help? Kind regards, PhilCopy Estimates - to get Delivery Notes
Possibility to copy an estimate. This way, if I use a customized Template it would be nice to walk through the business steps: 1. Create an estimate A 2. Copy the estimate A1 3. Select the delivered parts (if partial delivery) 4. Change the template to a custom "Delivery Note" (f.e. this template could be without rates and amounts, just quantity and text) 5. Send the Delivery note 6. repeat with delivery note A2, A3, etc... (if partial delivery) 7. if all delivered create an invoice from estimateStatements?
Where the heck is statements located? It's 2013 and still no search function, and thats something that can be coded in very little time by using Googles search API. Never mind, I found it using Google search, but the way zoho implemented it makes it useless. I need details not just invoice numbers! I did notice that other users(5 years ago) questions were addressed by it's on the roadmap. Thats total BS, you simply can't say that anymore in the 2000's! Time to start looking at other invoicing apps!snail mail not delivered
I started using snail mail more then a month ago to sent invoices to Luxembourg. According to the customer they are not receiving any invoices from me and according to snail mail the mail is being sent. I realize that mail is sent from the US, but this can not take more then a month I assume. How can this be checked?Right few questions need help
is there anyway i can categorise my items? also is there anyway i can hide the Cost to the client? (i mean the item costs) just show the overall cost to the customer? thanks ScottINVOICES
WHEN I CREATE AN INVOICE IT HAS THE DOCTORS NAME AND THE PATIENTS NAME. WHEN I PRINT THE TWO FIELDS ARE NOT ON THE INVOICE. I KNOW WHO THE DOCTOR IS BECAUSE ITS IN NAME AND ADDRESS FIELD. I HAVE PATIENT AND DOCTOR NEAR THE MIDDLE OF THE INVOICE,ONLY UNTIL I PRINT.Notes are criticals fror Customer Svce on the GO!
Ref: Notes (These notes are for your personal reference and will not be displayed to your customers)... Is it possible to access those info via a tab to check clients history (as we can do for invoices) and memo instead using other mean like catch,Submit invoice for approval
Hello, is there a way for invoice to be submitted for approval to the office manager or a stipulated individual. There have been cases where staff have sent out invoices with errors so it would be good to check first.Exhausted the maximum customers
hi there! got the message today "exhausted the maximum customer".... I once imported my contacts from ZOHO (without actually needing them all in Invoice) and used only about 20 or 30 customers... Now, when I got the Error-Message today, I thaught about deleting the contacts I don´t use but I can´t delete them Zoho Invoice tells me... how can I get rid of the unused Zoho-Contacts so that I will have left some more customers to be used fpr sending Invoices to them? Yours thankfully StefanError message when adding new customer
when trying to add new customer I get the message (SubmitType should occur at least once.) any clues? This Appears in The Page header.Delete Additional/ Custom Fields
How to delete Additional Fields i.e. Custom Fields?Adding Bank Account Details for Payment
We are testing out Zoho invoice and haven't figured out how to do this. There was a blog post about adding custom fields which no longer works with the current version. Under payment options on the invoice we want to add our bank account details so customers can EFT/Bank deposit payment directly to our bank instead of using paypal or other payment option. (1). Is there a way to add our bank account details on every invoice template? (Note Custom fields no longer works as an option ie this thread:Invoice Status Labels
I have customers who must receive a copy of a PAID invoice.. Am I correct that there is NO way to change the status names for invoices? for example: Current Zoho Invoice Invoice Status: Draft change to: PENDING Open change to: OPEN Sent change to: EMAILED Void change to: VOID Overdue change to: PAST DUE (dont most US Businesses Use "Past Due" when referencing invoices rather than "Overdue"? Closed change to: PAID and if this is not availableunable to replace placeholder on recurring invoice
Hi, I have been testing my custom Invoice template and for a single invoice, all field show exactly as required. After creating a recurring invoice, I received the following message: The invoice for Testklant has been created and it's saved as a draft in your Zoho Invoice account. However, some of the placeholders used on your invoice template were not replaced with the appropriate information. Please check this before you send the invoice to your customer. The placeholders which were not replacedTax amount
Hello everyone, I've got a little problem with tax amount on my invoice. I've heva one product with proce $49,99 and tax rate set to 10%, so in summary amount should be $4.99 but it is $5 (next to TAX (10%)). Any help would be greatly appreciated. Thanks!Can we collaborate invoices for 2 organizations under one account
Hello, We have two separate division and therefore we have created 2 separate Organizations in zoho invoice. This helps in using 2 separate logos for our invoices. We would like to know: Can the invoices of these 2 organizations tracked in one page? Can we have 2 separate logos in a single organization? Thanks, RupmeetHow can I get a graphical report of sales received .
I want to give it a date range of say 6 months and to see each month what the sales where in a graphical manner ?iPhone Invoice App - order of time records?
Using the iPhone app, entering time records, there is a refresh button to tap, but it doesn't seem to order the entries by date?withholding taxes
Is there any way to have withholding taxes? Thanks in advance ArturoDisplay Fax Number on Customer Screen?
When I look up a customer, I would like to be able to see his FAX number displayed. The way it works now is that I must select the customer and then click EDIT in order to look up a customer fax number. Is there a better way? Am I missing something? Shouldn't the customer's fax number be displayed when I look him up?DOUBLE LINE IN PDF EXPORT OF INVOICES
Good Morning If send a 2 pages pdf invoice to my Customer the last line of the 1st is copied a second time at the beginningn of the second page could you please solve this bug ? Thanks in advanceDOUBLE LINE ON PDF INVOICES
Good Morning when we send pdf invoice to Customer, if the invoice has 2 pages, the last line of the 1st page is copied on the 2nd page could you please solve this bug ? Thanks in advanceZSC Key Error for Zoho Invoice / CRM
I'm Using both zoho crm and invoice and setting up the sync. I have already imported my contacts in to invoice so I know there is a clear communication but I cannot see the invoices from within the CRM. I was told there is an additional key that needs to be added. When I go to the following: I get the zsc key from Invoice by going to Customers / Reimport from crm Then I go to: CRM/ APPS and Add On's / Zoho Apps / Zoho Invoice / Existing Zoho User / When I paste this key and my email address intoEstimate/invoice ownership.
I am investigating the viability of zohoinvoice as a solution to our needs. One thing I can not seem to make happen, is to create ownership with an estimate or quote. We would have several users and have a need to be able to identify an estimate/invoice by the sales person, to give ownership to a job. Further we would need to sort the estimates/invoices by ownership in a report. Is this possible, if so how?Estimate # automatically referenced on invoice
When converting an estimate to an invoice, is there a way to have the invoice automatically reference the estimate number?Jagged fonts in the pdf invoice
Hi, I'm trying to create custom template for an invoice, and everything works fine until i export the invoice, all the text appears very jagged no matter if i change the font or the font size, i attached a copy to see what i mean. I thought maybe this was an issue of rendering text over an image, because i created the customer info area with a background image, but it also happens in the invoice table, which has no image background behind it.Recurring profile - 'Unable to send invoice'
I'm currently using a heavily customised invoice template which is working flawlessly for all my normal invoices. However it seems that it's failing with any invoices created via any recurring profile. Upon a recurring profile firing on its specified date, I receive email(s) stating that: We were not able to replace some of the placeholders in the invoice/email template for invoice# INV-xxxx dated 18 July 2008. Hence it has not been sent to the customer. I've gone through my template several timesWe were unable to send the snail mail.
I keep getting this error: We were unable to send the snail mail. Please check if the Country is specified in the customer's billing address and try again. I have tried different ways of setting the country, US, USA and United States. I keep getting the same error.Customers extract with Reference ID
Hi, In invoice, When I extract my customers (in csv or xls), the field "Reference ID" is empty. Note: My customers were imported from Zoho crm. How can I get the ZohoCrm ID from invoice customers? Many thanks.Zoho Invoice
How do I import all invoices/estimates and templates from CRM to Zoho Invoice?how do I switch between zoho organizations on my iphone
how do I switch between zoho organizations on my iphoneSnail mail won't send - Zoho Invoice adds extra address lines
I want to send a snail mail to a customer. I have credits. I have chosen NOT to enter a separate shipping address. Yet in the snail mail preview it has redundant lines for the customer address, city, state & country and therefore the snail won't send. I have triple checked and the customer profile address is correct. Ideas? Linda CEXCEL EXPORT SINGLE INVOIE
HELLO Is there any solution to export only 1 invoice into excel cause when I choose the option export to excel, all the invoices are exported into one file Thanks in advance SebastienRefund Payment Method
Hi It seems there are only 2 options to select for payment method of a refund. - Cash - Cheque Will you be adding other options. e.g. Bank Transfer? Many 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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