Zoho Invoice integration with Xero
Hello, Do you guys foresee any integration between Zoho Invoice and Xero? It would be wonderful to have invoices being imported in Zoho as soon as they're delivered, so they can be reconciled and accounted. Thanks, Fred2 or more salespersons on the invoice
Can I assign 2 or more salespersons on the invoice?Customize the Payment terms
Hi all, in Italy it is very common to have different payment terms like: Wiretransfer at 30 day from the invoice date Wiretransfer at 60 day from the invoice date etc... etc... Could I customize in some way the invoice to have this kind of payment terms appear? We also do Invoice with payment terms splitted in more than one tranche like Wiretrasnfer at 30-60-90 days from the invoice... how could zoho invoice deal with this? Thanks in advance, FilippoFormatting of Discount on Invoice
When I use the Discount feild on my invoices, the field label prints as follows: Discount(10.00%) This is not a major issue, but the formatting looks ugly without a space between Discount and the parenthesis. Can you please add a space there? Also, is it possible to show the discount without any decimal places (e.g., 10% instead of 10.00%)? Thanks, DonnyChanging email for Super Admin on Free Account
I want to change the email for my Super Admin user in Zoho Invoice. I have the free account, so I only get one user, and it won't allow me to change my email. It seems like you need to switch the Super Admin to someone else and then change, which obviously can't happen with one user. Do I need to upgrade in order to change?Invoice expense summary
Is there a way to include an expense subtotal for multiple expenses in an invoice?Contract Management
I own an outdoor advertising business and have been using Zoho Invoice for about 6 months. I must say that I love the functionality, ease of use and benefits it gives me. One major option that I could use is a module to management contracts. Some things I would like to have are: keep up with start and end dates, remind me when a contract is about to expire, be able to attach my docs to it, be able to add notes for potential new clients, etc. Does Zoho offer anything like this now? Can I add a contractGetting this Error while Creating Invoice "Invalid Element gst_treatment_code"
Hello Zoho, I am easily using Zoho Invoice without any errors till today. Today when I am creating any INVOICE getting this error - Invalid Element gst_treatment_code Getting this error when I use Save and Send function. I am NOT GST registered, so why I am getting this error. My portal name - serpwizardExporting detailed
Dear support team, I would like to export an invoice that shows projects and expenses to get more detailed information regarding which tasks compare to which invoices. After adding several items, I managed to get a lot of detail from the invoice export, however I would like to be able to get the dates of the timesheets from where the invoice has been generated from. How can I achieve this? This would be the structure that I have in mind: Timesheet date/entry Invoice number Customer name Item nameProblems with Swedish characters when importing
Hi, first of I l really LOVE your product but I have one major problem right now: When I try to import contacts from Gmail I get ���. It all looks good in the pop-up, I see ÅÄÖ, but when I have imported the contact and look in the list I only see this question marks. Is this a know bug? I haven't seen any reports on it... I also have a request - it would be great if it was possible to sync contact date between Invoice and Gmail. I don't use Zoho CRM because it is to much for me so syncing backHow can I change the invoice as paid at App?
Hi there, My invoices are overdue because I have no idea how to mark them as paid. I found usage online, but I could not find how to change them as paid at application. Does anyone can help me with this? Thank you!invalid valid passed for file name
I cannot attach pdf files. the names do not contain any strange characters and are named similar to other files that were updated succsffully one day ago. I tried to have a chat on line but she was useless and wasted my tim, I really need this addressed quickly so I can invoice my clientIRPF in Zoho Invoices?
In Spain, some times, in one invoice, you need to add two different taxes: one positive (IVA) and one negative (IRPF) Are you planning to add the possibility of adding two different taxes in the same invoice? Thanks!Previous/Unpaid Balance on Invoice
Hello, How do I get my customer's unpaid outstanding balance to automatically show on their invoices? I'm assuming there's a %placeholder% to get this information to appear. I want it to show something like: %InvoiceTotal% (current invoice's total) %PreviousBalance% (customer's outstanding balance due from previous invoice(s) ) %TotalBalanceDue% (current invoice + unpaid previous invoices = TOTAL) Right now, I can only get their outstanding balance to show up if I manually add it into the invoiceRetrieving invoices via the API - error This user is not associated with any organization
Hi, I am trying to retrieve invoices for a particular company. If I use this request: GET https://invoice.zoho.com/api/v3/invoices HTTP/1.1 User-Agent: Fiddler Content-Type: multipart/form-data Host: invoice.zoho.com Content-Length: 0 Authorization: Zoho-oauthtoken 1000.8eb42651497dc8d0859bfad74af4753f.0a863a2dccddb0d7375df14fe4xxxxx X-com-zoho-invoice-organizationid: 3229705000005137583 I get this response: {"code":6041,"message":"This user is not associated with the CompanyID/CompanyName:3229705000005137583."}Custom Email text for scheduled sending of invoices
I can only edit email-text when directly sending the invoice. If I schedule the sending process, I don't get the message window.How do I change my billing increments to 1/10th of an hour?
Currently my invoices bill in very small increments and I would rather bill in 1/4 hour increments or 1/10th hour increments. Thanks.How to show contact name and telephone number ont the invoice
Can anybody show me how to do this?Employee (user) cost rate?
Is it possible to track user (employee) cost rate?Department Setup?
Hi, Is it possible to set up company departments in Zoho Invoice? If so, is it possible to add users to specific departments? Is it possible to restrict users to their department dashboard, invoices, and timesheets? If it's not possible, what is the best way to set up Zoho Invoice for a company that has several departments and needs to have an admin with dashboard, invoices, timesheet access to all and department managers who only need access to their department?Total value after deducting discount off the subtotal does not show on quote
Hi we need help in this issue, I copy and paste because in the other forum doesn´t show the answer. Although In tried all possibly suitable fields, the total value after deducting discount off of the subtotal of all product items does not show on quote. Example: Product1 price: 100 Product2 price: 200 Subtotal: 300 Discount: 10% Total after discount: 270 --> This value does not show! This is a critical issue for our company, please help.Retainer invoice query for newby
hi all, ‘I realise this must be a dumb question but I have searched and cannot work this out. I’d appreciate some one syllable instructions please. i am an artist and I do commission pet portraits. I require a 20% deposit up front prior to commencing the work and the balance on completion. So, do I create a retainer invoice for the total amount and send that with instructions for the 20% in the terms and conditions? Then apply that payment to the restrained invoice. Then send a final invoice? Or....Merging 2 Organisations So I can switch between them in the app
Hi there I have 2 companies that I have set up independently and I wanted to add them both to the iOS application, but I can only see a way of creating a NEW organisation rather than adding an existing one. does that make sense? Many thanks JimSearch tiem by any contains text of item name or SKU when create Estimate
Currently when I add the new item to Estimate, I need to type the correct name or SKU from the start of text for example LENOVO ThinkPad SKU: LENOVO-THINKPAD LENOVO IdeaPad SKU: LENOVO-IDEAPAD Should we just type "th" or "id" instead of "lenovo th" and "Lenovo id" to search?My Company GSTIN number got changed. I am trying to update the GSTIN unders settings. But it does not allow me to do so.
My Company GSTIN number got changed. I am trying to update the GSTIN unders settings. But it does not allow me to do so. I get the below error message : Cannot change the GSTIN Since taxes are associated with transaction(s). Delete the transaction(s) to proceed. Does this mean I need to delete all invoices to change the GSTIN? IS there any way out.Arturo
Buenas Tardes, Como reactivo mi subcripciónBalanceDue vs InvoiceBalance
In customer statement you have the tag: BalanceDue In invoice settings the tag: InvoiceBalance Can you make available the BalanceDue for the invoice template? It's more logical to inform a client about all the balance, not the balance of one invoice. For 90% of users, the tag InvoiceBalance it's useless. Almost everyboy has a balance for the current invoice and almost everybody pay in full.Is it possible to change the PayPal button on an invoice to Stripe? or is that a PayPal or nothing feature?
I'd like to use Stripe as the primary collection methods when sending invoices to clients. I can't see a way to include a link, or change the default PayPal link to Stripe. Does Zoho currently support this?Adding Attention field to the exported PDF
Hello, is there a way to make sure that the Attention to field is in the invoice. Currently I have to manually go in and add it each time I export an invoice to a client. Once that is done then I have to go back and change it for the next invoice. If I only had three customers I could create a template for it and just use that. But we have many customers and it is very time consuming when I am sending out 20 plus invoices at a time. Can this be put into a suggestion for future feature that ZohoAdd feature to of send recurring invoices X days in advance
see attached picture from quickbooks please integrate the same I created a recurring invoice which runs every 1st of the month and is DUE on receipt (rent bill) and I want the system to email it to my customer 2-3 days before to my customer. in quickbooks you can do that, you choose how often the invoice runs and you can also choose how many days in advance to create it so in short I want 1) Invoice date AND Due date to be 1st of the month 2) System should mail it 2-3 days in advance Thank you,ZOHO INVOICE SIGNATURE
HEllo, on zoho crm all the users have their own signature... I don't find where to manage this feature on Zoho Invoice ? tks for your help MayaZoho Support and Zoho Invoices integration?
Is there or will there be support for Zoho Invoices from Zoho Support? I have found the ZSC Key but I don't know where to put them now. Thanks, EddieAUTOMATIC REMINDERS - CONTACT EMAIL
Hello, The automatic reminders are sent directly the the mail email adress of the company. It will be great if you modify the recipient by the one which receive the invoice. Let me explain : info the reminder is sent to info @ coca.com --> the invoice will never reach the accounting department. if the reminder to pay is sent to the accounting department which receive the invoice we have more chances to be paid. Thank you MayaHow to create a rectification Invoice
Hi!I have to do a rectification invoice and I'm trying to do it with zoho invoice like always. The problem is that I cannot save the invoice, when I try it, the system show me this message "La factura se puede crear solo si la cantidad total es mayor que cero." that means "The invoice cannot be saved with an amount 0". Could anyone help me? Thanks a lot! Dani.Invoice Background Image
Hello, I've edited some invoice templates to include a background image. In the Edit Template section, I can see I have uploaded a background image, and I can see the preview of my invoice template where it correctly displays the background image. However, when I actually generate an invoice, there is no background image. It does not display as I'm creating the invoice, nor does it display in the emailed version sent to the customer, in the PDF, nor seen if looking at the invoice via the client portal.Can't access Zoho Invoices after receiving a request to join from Zoho invoice account owner
Dear Zoho Team, I have created a zoho email id. My office back-end team wants me to join the zoho invoices platform. These are the steps I have followed so far: 1. Email id created and login successful. 2. I receive a request to join Zoho Invoice. 3. I accept the request but I receive an error that "An account already exists for this email" - Screenshot is attached below. Please help urgently.What is the function of "Payment Terms"?
While creating a customer, we can see a field "Payment Terms" and we have the options "Net 15, Net 30, Net 45"... Just to clarify: what is that, I mean, what does "Payment Terms" do exactly? In addition, I'm from Brazil, so I have no idea what is the meaning of initials "Net" (like "Net 15" for example). Is it about working days? I've just generated a new invoice to myself for testing purposes and I could see that, if we leave the Payment Terms as "Due on Receipt", 1 day after the invoice shows aExpense Descriptions on Reports
How to show expense descriptions in expense reports?Cuentas gratuitas
Tengo una pregunta, Actualmente tengo 5 cuentas de correo configuradas de forma gratuita, si quiero tener una cuenta adicional debo pagar con el plan lite, debo pagar 1 dolar por cada cuenta o por cada cuenta adicional?How to Add CIN (Company Incorporation Number) of Private limited company on Invoice?
Hello, I run a Pvt. Ltd, Firm and according to ROC law, each document that is issued by Pvt. Ltd. Company should have the CIN mentioned on it. Accordingly, can you please help me to understand how can I customize all my document headers to include the CIN on it? http://corporatelawreporter.com/2014/04/04/corporate-identification-number-cin-mandatorily-mentioned-letterheads-1st-april-2014/ Regards, AnandNext 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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