Create invoice using API
Hi, I am unable to find the postman collection in the documentation link. https://www.zoho.com/invoice/api/v3/#apicollectionEmail is Mandatory for Payments with WePay error message when creating invoice
I am trying to send an invoice and I keep getting the error " Email is Mandatory for Payments with WePay " I have the customer's email on the invoice. I am sure it something simple I am missing but I cannot seem to find it. I have used WePay before withProject hourly rates by date range
Hourly rates can change over time and when this happens, it would be very useful to expire an existing hourly rate for any project and add a new one (preferably with a start date). This is specifically relevant to projects where billing is based on hourlyHard time understanding the ronud-off feature on Zoho Invoice
I have the round-off set up with "round up to multiple of 15 minutes". One of my tasks needed 2 hours and 9 minutes. My expectation is to round it up to 2 hours and 15 minutes, and invoice it accordingly. In the project overview page, this task is registeredInvoice Multiple Customers??
Is there a way to invoice multiple customers for the same item with the same cost? Right now it appears that you have to create an invoice and then apply it to a customer and repeat. I'd like to create an invoice and apply it to multiple customers.Retainer hours burn down
As an IT service provider, I bill customers for 10 hours monthly. We allow them to pull from the next month if they go over, or roll over hours to the next month if they have a balance remaining. Is this possible with Zoho Books?Remove "Tax Inclusive" wordings
Hi, I would like to remove the wordings of "Tax Inclusive" from my Zoho Invoice. I have also selected "Excluding Taxes" under preferences but it still appears. Could you please advice. Thanks.Is it possible to create an invoice draft without adding Invoice Number until sent?
Hello! I know with a lot of time in advance when I will need to send invoices and its full details. However, there is no option to set a "Future sending date". I was thinking of creating draft invoices as soon as I know, but not assigning them an invoice number until they are sent. As this would mean that I would still need to enter manually in the system and "Sent the invoices/change them from draft to active", I would like this process to be as automated as possible (not manually checking whatMileage
Hi! I would like to set up an invoice in Euro (works) and add my mileage expenses to this invoice (works). However as my mileage expenses are made in UK the expense is in GBP (works). But when I add it to the invoice (works) the amount GBP is not transferred into Euros - the amount stays the same just the currency symbol changes. For example mileage expenses are calculated into 50 GBP. On invoice in Euros it says Mileage Expenses 50 Euros. Exchange rate feeds are enabled though. Any idea?Increase click area around pause button in timer
Hi, The pause button in the timer is difficult to click, as it requires aiming precisely on the pause icon (the two vertical bars). The pause button in the bottom left timer Like the red "stop" button, it would be better if the whole blue area was clickable.Delete payment made and Balance due in invoice template
I only need sub total ,taxes and Total in invoices.Can I hide payment made and balance Due fiekd ?How can I enable Client Portal via Deluge Task?
zoho.books.updateRecord("contactpersons"...) doesn't seem to work (invalid URL). How do I update a contactperson? Please Help!How to raise debit note to my customer
if i want to debit my customer for some charge, how do i do that. there is an option to make a credit note, what about debit noteStripe Test Payments
Hi, We are trying Zoho Invoice to see it can match our requirements. We want to check Stripe integration and workflow, but can't find a way to make payment with a test card. I have changed Stripe mode to test, and reactivated stripe integration, but it still don't accept credit card. Is there a way to configure to accept test credit cards or a way to test payments without charging from credit card?Multi-languages on Zoho Invoice
Hi, It would be important to be able to work with Zoho Invoice in multiple languages, things like : - Associate a certain language to a customer - Having the reminders and notifications in several languages, so we could select what language to be used for each customer. At the moment we are using different Zoho Invoice organizations, but that is a lot more work because you have to setup everything on each organization (even all the common options), you have to manage customers lists in each ZohoHow to setup Plaid for Stripe ACH payments
Is there anything special I need to do inside of my Plaid account aside from requesting access to production and agreeing to the terms? I have linked my Stripe to Plaid but I see a lot of information about having to run server side code and scripts inHow to create a customer using API and get customer_id to use in create invoice API
Hi, I have an online portal to sell some digital assets. The portal is completely independent and has no integration with Zoho in any way. Now I am planning to use Zoho Invoice API to invoice my users. which means whenever someone buys anything from my site. I will hit ZOHO invoice API and generate an invoice for that particular customer. But according to invoice API documentation, customer_id is a mandatory field to create an Invoice. So I am planning to create a customer in ZOHO if it does notEmail Multiple Invoices Simultaneously To A Customer
I often have customers request copies of mulitple invoices. Is it possible to send multiple invoices at once in one email?spanish invoice needs summary for each tax type
Hi, in spain, by law, if an invoice contains several tax types (for example 10% for food, 21% for transport), we need in the bottom/footer of the invoice a summary of the totals for each tax type like this: IVA base imponible IVA 10% 50,00 € 5,00 € 21% 100,00 € 21,00 € There can be for example 5 food products in the invoice, each with 20,00 €, and food has 10% of TAX. And one transport for 50,00 €Placeholder for Month Name to use in email template
Hi, I do not see "Month Name" as a placeholder to use in the email template area. Is there something that I could use that will autofil in the email template I have something like "Invoice for the month of %Month Name% 2018"?How to automate report generation and email?
I would like to have a sales tax liability report run the 1st of every month and emailed to me. (I would also like this report to have a total amount for each column, not just the total sales tax collected, but apparently that's not possible.....)Retainer Invoices NOT treated as a Receivable
When I issue a Retainer Invoice to a customer, it is an amount I expect to be paid and when not yet paid it is therefore a Receivable. Zoho Invoice does not treat Retainer Invoices as a Receivable and does not include them within Receivables on the Dashboard. This behaviour is fundamentally wrong. When chatting with support, the explained the systems behaviour as to why they do not treat a Retainer Invoice as a Receivable because if I issue an Invoice and then use the Retainer balance to pay thisInvoice rounding after tax - round to .x0 or .x5 possible?
Hi there, Is it possible to round the calculated amount on the invoices to steps of .05, .10, .15, .20, .25, etc? Example: Amount = 102.25 Tax = 8.2% Amount = 102.25 * 1.082 = 110.6345 Amount to be shown on the invoice = 110.65 Can that be done? Problem is that in my country, the smallest coin of the currency (Swiss Francs) is 5 Rappen. 1 Swiss Franc has 100 Rappen. So all amounts are rounded to a multiple of 5 Rappen. Thanks DanDifferents rates per profile - Consulting company
Hi, I would like to be able to set up rate per profiles for a consulting company: - junior - medior - senior The rates are project specific. How may I do that? Would you have a link to the documentation? --> Rate per Task is not an option, as differentMexico Invoices for Mexico
I have a question regarding invoices for Mexico Now since the goberment force to use the electronic invoice system, we need to generate a chain provided by our ministry of finance that allows to sent a invoice to the client in PDF, is any possibility to include this database in de ZOHO system?SEPA
Hello In Zoho Invoice, I can't see anything related to SEPA direct debit (SDD) at xml format regarding new rules in Europe for the invoices that I would be asking for automatic payment through SEPA regards !Invoice Font Size
I can change the font size for most of sections in the Invoice, but not for Custom fields or fields in the Document Information section- any way to change the font size for these ?Exporting Invoices to Zoho Sheet
Can't seem to view/export invoices into Z Sheet. According to the help info for Zoho Invoice, I should be able to do this, "Alternatively you can click on the “View” link, which will open the data in “Zoho Sheet”. This will facilitate viewing and editing the data in bulk". This does not seem to work.Change Base Currency
I want to change the base currency in Zoho Invoice. The HELP section says that it can be done as long as all transactions are deleted first. I have deleted all the transactions but I can't see how to change the currency. Hope someone can help. Thanks MatthewRemover Powered by Zoho
Hello, Im a paying customer with yearly recurring subscription, its been around 3 years. But for the first time now, Im seeing powere by Zoho at the bottom of my invoices. Please advise me on how to remove this statement as I cant have other comanies mentioned on my invoice. Thats not what im paying for. Regards Austin JoyTax Rate and Tax Amount
Hi, I only want the tax rate to appear in the item table. However, if i select the tax rate without the tax amount, it does not appear. I have to select both for the tax rate to appear. Note: I want the total amount to include tax. Thanks. Below ishow to change "thank you for your business" text in invoice before sending out to customer
Where can in the Zoho Invoice template setting and change "Thank you for your business" text to my preferred statement in invoice before sending out to customer?Automatically apply credit note to the next recurring invoice
Dear Zoho, I seem to remember there was a setting that allowed me to choose to automatically apply open credit notes for a client to his/her next recurring invoice but i can't seem to find this option any more. Is this feature still available or do i have to apply the credit notes manually? I'm informing about this as i reward clients who refer a new client with a credit note that would be applied to their next hosting invoice (which are recurring invoices). Greetings, ManuelClient Pays 1/2 upfront and 1/2 when work completed
I charge clients 1/2 upfront and 1/2 when the work is completed. What is the best way to do this with Zoho Invoice so that I can see the total amount for the work, what has been billed, what has been paid, what is left to be billed and paid.Can't create new invoices "invoice already exists"
The title pretty much sums up the error, it's stuck on the last invoice we sent out. I don't want to delete it and see if that helps, we shouldn't need to. We can't create any new invoices so not sure if there has been a known issue for anyone else?Invoice Report with details of each invoice line
Hi, I need to create an Invoice Report displaying all invoiced with each invoice showing the its component products, quantities ordered and price of each line of the invoice i.e. Invoice 23012 - might contain three products of various quantities ordered within. This would create a report with many rows as each particular invoice would have on average three productsAdding a disbursements fee to an invoice
When invoicing for an architecture company, rather than charging for mileage, printing and so forth, we will often charge a flat rate disbursement, typically at 8% of fees. As it is income, it does need to be taxed as well. What do you recommend is theCan we store the values in custom fields?
I have a few invoice custom fields where we will use certain values again. Is there a way to store these values for easy reuse?Can I get a notification when draft invoices are created?
Hi, I use the recurring invoice feature a lot and it creates draft invoices that I then check and send out. Is it possible to get a notification when a draft invoice is created? If not directly within the app will Zoho Flow do this when draft invoicesHow can I print a blank invoice for use on-site at clients?
Hello, I did this about a year ago when I printed an initial batch of invoice blanks, but after the new ZOHO invoice launched, I have a completely new company logo and need to print myself some new blank invoices. Someone told me how to do this in the old version through a support email, but since you now have to select a customer to save a draft, this old method does not work: Create a custom template with the template that you generally use for invoicing. Remove all the place holders in that template.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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