SEARCH ITEM BY DESCRIPTION WHEN I CREATE AN INVOICE
Good Morning I would like to know if this is possible to add a search bouton in decription field of invoice creation When I create an invoice, I would like to select my item with the description, not with the item name Thanks in advance for your help Best regardsZoho invoice/Slack integration not showing all payments
We successfully set up our Zoho invoice account with Slack to easily show payments received. And it works just fine for any online payments that come through. However, any payments that are manually put in, don't show a notification in the slack thread. So if we receive a check, for example, and one of us manually puts in the customer payment for their account, it does not send a notification to slack. Please let me know if I have missed something in the settings somewhere. Thank you,Create Work Orders?
I love using the invoice system and I was wondering if there was a work order app that I can use with Zoho? I repair computers and would love to have a system where I can create a work order for the customer, take notes of what was done with the computer and attached it to the customer's account. This will help me stay on top of issues when the customer calls back at a later time and I need something to reference. Thanks!How to use payumoney gateway in zoho invoice ?
I want to configure payumoney payment gateway in zoho invoice. how can i ?How to show Traditional Chinese
Zoho invoice can display Traditional Chinese, however, it is unable to: 1. display traditional Chinese in PDF 2. cannot type Chinese character to find customer in create invoice page (as type English). Browsing is the only way. If there is a long list, it is difficult to find it out. how to fix this problems?Profit Margin Column with Percentage (%) Column while creating Estimates.
Feature required: Profit Margin Column with Percentage (%) Column while creating Estimates. So, apparently we could see how much we are earning or saving while making quotation. After wining that quote and spending cost; at end of all we could compare Cost & Profit like quoted price vs actual spending (Variance Analysis). Same Feature available in QuickbooksYou do not have access as your account is disabled. Please contact your administrator for details.
Trying to access the Invoice API to create an item, but it is throwing this error: Please let us know what to do further. How is the account disabled, when we are able to log into it successfully!Chase Paymentech
Hello, I absolutely love ZOHO BUSINESS. I hope the software makes you billionaires one day! I use Chase Paymentech and would love to see Chase Paymentech intergrated into ZOHO Invoice. Thanks,Translating Notes, Terms & Conditions
Hi, When I use different templates (for different languages), I easily translate the Labels, but where do I translate the actual notes and terms & conditions? They are automatically pulled from the entries made in preferences/Invoice? ThanksError creating an invoice via JSON
Hi all! I'm sending this request to create an invoice with JSON: $url = "https://invoice.zoho.com/api/v3/".$this->service."?authtoken=".$this->authtoken."&organization_id=".$this->organization_id."&JSONString=".$this->json_data; $curl = curl_init($url); curl_setopt($curl, CURLOPT_RETURNTRANSFER, TRUE);//Set to return data to string ($response) curl_setopt($curl, CURLOPT_POST, TRUE);//Regular post curl_setopt($curl, CURLOPT_HTTPHEADER, array("Content-Type: multipart/form-data") ); //curl_setopt($curl,[bug] six-minute blocks of time in timesheet
Hi, I have two requirements: That time spent is reported in blocks of six minutes. There are ten six-minute blocks in an hour. That time spent is reported in whole blocks or part. Both 0.5 minutes and 6.0 minutes would be 1 block. This is a common standard that Zoho invoice provides support for at Settings > Preferences > Projects > General: Round Off Time (The time entries will appear on your invoices and reports based on the selected round-off format.) Round up to multiples of 6 minutes Apply theERROR_invalid_timestamp
Al instalar Zoho Docs para escritorio en mi computador no me inicia sesiónAutomatic tax rate for each line
Helo, i bought today 30 days professional Zoho Invoices subscription to migrate our invoicing system but i discovered something incredible. If i make invoice with 15 products lines for example i must for every line choose the tax rate. We are selling only 20% TVA products, it's crazy do say to my collaborators "listen everybody, from today you must make hundreds clicks to check the tva rate for all product. If you forget some, you must make a Credit note and recreate a new invoice to correct thisDwolla - Payment Gateway
I just came across Dwolla.com the other day and signed up for their services. They have a really cheap way to handle transactions, and I think it would be most effective when utilizing payment gateways through Zoho Invoice. Just throwing it out there. Anyone else see some success with Dwolla?Send Snail Mail Invoices Automatically
Zoho Invoice supports sending of Snail Mail invoices, but it's a manual process. We need an option to auto-send Snail Mail invoices for Recurring Invoice profiles. One of the reasons we switched to Zoho was because of the Snail Mail invoice option. Most cloud invoicing solutions don't offer it. We were surprised to discover later that it's a manual process. We still have plenty of customers that insist on receiving a printed invoice (whether we like it or not), so this is a critical need for us.Terms & Conditions
Hello, How can I add the terms & conditions in the template of the estimates to be sure they are linked to the document ? To be clear : I do not want to use the small field that is existing in zoho... I need to include a pdf of 4 pages. Thank you for your helpWhat happens to associated expenses when I void an invoice?
Hello, I regularly use expenses or logged hours to generate invoices. A customer has asked me to void an invoice and submit a revised version. If I void an invoice, do the associated expenses go back to the "not billed" state, or do I need to re-enter them? If it does not return those expenses to "not billed", is there any other way to do that? Willam TracyACH payment / echecks fees
How much are the fees for processing ACH payments or echecks? I've seen at the Help docs from Zoho (https://www.zoho.com/invoice/help/integrations/online-payments.html#achpayments) that the fees for ACH payments from Authorize or Forte are like about 2.9% +30 cents but that is the same as credit card processing fees so it shouldn't be right... Does anybody know how much are the real fees for ACH payments or echecks? Thank youACH Payments
I just saw that Zoho invoice just rolled out support for ACH payments. How do I get this setup? What payment gateway do I use? Thanks in advance.Poor pdf print quality
Hi there, I created a custom invoice template and the pdf quality of text and design were poor. I analyzed pdf metadata and found that custom pdf producer was zoho 1.0.0, while premade templates were produced by iText 2.0.6 (by lowagie.com). Even if I created a new custom template, without modifying it I got a poor print quality from pdf. How can i do to solve this problem?Item Categorisations
Can you please please add the following functionality.. (unless i've missed a huge section somewhere!?) Item Categorisations There is the ability to add items which is very useful however you cannot group them and therefore for reporting purposes they are fairly useless unless you code everything up which is fair from the best option. It doesn't matter what sort of business you are, this would be hugely helpful for everyone.. please see examples below Examples: <Category> <Item> <Description> IfConvert Invoice Template to Estimate Template
How can I use a Template I've created for "Invoice" in the "Estimates" area? Thank you.API error : "error": "invalid_client"
Hello I am trying to get an acces_token folowing this documentation : https://www.zoho.com/invoice/api/v3/#oauth And I always receive an error : "error": "invalid_client" How can I solve it ? Thank you.How to enter one or more discounts when I receive a payment?
Really the problema is more complex.. In Argentina when our customers pay for something normally they must "retain" some of our money as a TAX paid in advanced. When the year ends, we discount all this money from tne yearly TAX. How can I put this discounted value in the receipt to balance our Bank with our TAXES and consider also this money in advanced as the correspondig TAX in the reports? Thanks in advanced.how to display Non-billable tasks on invoice
Hi, Just wondering if I can display non-billable log entries on the invoice? I have billable and non-billable time that I want the customer to see. Thank you ReganPayoneer payment process into Zoho Invoice
Hello Zoho guys, I was wondering if you have in mind to integrate the payoneer company in your system, many users for small economy countries don't find a solution on the payment solution you are linked to. Payoneer has solved my need pretty well, I'm from Nicaragua and I believe that the integration of this will make Zoho invoice stronger. do you have plan to introduce it to your system?How to add DATE to the Items Field (labels)
Hi there. I consult and send out invoices every month. I work random days on accounts and want to be able to add an ITEM line that has a DATE field so that the customer can see when i did the work. SZoho Invoices to Zoho CRM
I set up the Finance integration to link Zoho Invoice with Zoho CRM with the intention of being able to see client invoices in CRM, but it seems only the contact details are synced between the systems. Is there a way to see invoices from Zoho Invoice in Zoho CRM so I can see what invoices clients has outstanding, part paid, fully paid etc. Thanks Eoin Hhidden field to customers
any way to add a field that can be tracked in our systems when we create a invoice, to add what the cost of the item is vs the item sold cost and have it not printed when it comes to invocing a customer? i do alot of sales and like to know what im making on any item, is there a way to add that into zoho invoice?? It would save alot of time on my end when im creating invoices to see how im doing on a month or weekly basisMinimum balance against service.
Hi, I am using zoho subscription and zoho Invoice for one of my application. In my application, Customers will pay in advance for the services that they may use. Then at the end of the month when an invoice is generated, it should be balanced off with the advance payment that is already done. Also, Customers should be able to top up the balance. They should always keep a minimum balance of a fixed amount. How can I achieve this in zoho ? Can I achieve this just by using invoice and credit-noteNew column : "coefficient"
Hi ! Is it possible to create a new optional column "coefficient" I'm in a renting business and when the duration is more than 1day, we put a coefficient like this : - 1d = 1 - 2d = 1,5 - 3d = 2 ... For moment I will to multiply every product... So if there was a coefficient column it was wonderfull for renting business guys ! ThanksPlaceholders in email template
Would like to have a placeholder for Project Name available to put in the email template for invoices. Also, is there a lookup for ALL placeholders that are available? Additionally, below is a wish list for Invoices. Some of them may be possible but I haven't figured them out: Web: Projects: link projects when changing a project name Invoice creation: default checkbox to selected to include all expenses save preference for how to sort data on invoice - "Group By tasks and users" and show in itemZoho Projects and Zoho Invoice(Books) Integration
I keep getting this message It looks like an organization has already been integrated with this portal. Also, your ZSC key has recently been regenerated. Please update the credentials and try again. While adding Customers through webrequests, some information are not being registered.
This was my final JSONstring: {{ "contact_name": "AutomationTestingF_PrajwalRaj", "first_name": "AutomationTestingF_PrajwalRaj", "company_name": "Insta", "email": "xyz@abc.com", "phone": "9999999999", "mobile": "9999999999", "billing_address": { "attention": "PrajwalRaj", "phone": "9999999999", "mobile": "9999999999", "pin": "232423", "zip": "232423", "address": "grerte rt erte" }, "gst_no": "AAAAAAAAAAAAA", "gst_treatment": "business_gst" }} Here, CustomerOrganization address not display in final PDF (from Zoho Templapte)
Hello, I have setup the Organization Address Format as following: Settings > Preferences > General: ${ORGANIZATION.STREET_ADDRESS_1} ${ORGANIZATION.POSTAL_CODE} ${ORGANIZATION.CITY} ${ORGANIZATION.COUNTRY} The address is correctly displayed in the preview page. But I have notice that the final PDF sent to our customer doesn't display the full address as setup. Only the country is there. I tried with all templates available, dans checked the "Show Organization Address" box. Only the country is displayed,How to send an invoice ahead of the invoice date
We need to be able to create and send a recurring invoice about three weeks ahead of the invoice date. Can this be automated? How would it be done? The scenario: We provide a service to our customers for which they pay annually in advance. We need the invoice date to match the service start date because we are on accrual based accounting, and the invoice date determines the date that the revenue is booked. Our customers, however, need to be notified about three weeks ahead that their service renewsPre-paid service tracking
I currently offer my clients the ability to pre-pay for services in blocks of 40 hours. I would like to be able to do the following; 1: Clients pre-pays for $1000.00 worth of future service. 2: I enter the payment into Zoho Invoice, and client receives an email showing $1000.00 credit in his account. 3: Everytime I service the client, I create an invoice for the work, and enter the payment against the clients existing credit. 4: Client receives the invoice of the work performed, along with"Payment gateways have not been set up yet."
I keep getting this error when I try to email an invoice, despite the fact I've (seemingly) synced my Paypal and Stripe accounts. What do I need to do to get this working? Error is below. 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.Paying on time discount on Estimates/Invoices
Looking to see if there is a way to provide an incentive (or penalty/late fee) for when a customer makes their payment. For instance, is there a way in an estimate to say if payment is made on 'this date" it is this price (to incentivize prompt payment or to give a discount) and say if made after that date it's 'this price" (that could be a late fee)? Almost like a 'it's this price due on this date' and then under it, it says 'it's this price if payments are made after 'xx days after initial date?'VAT number
I require my VAT Number and my Client's VAT Number to be on all Printed Invoices. It would be great if I can input the VAT number in the account level and get it automatically in any invoice done to that client. Thank youNext 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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