How to customize bill to address and shipp to address on invoice?
Hello, Can you please help me to understand how can I modify the bill to and ship to address on my invoice? Required format - Bill to - ${CONTACT.CONTACT_DISPLAYNAME} Additional Line: ${CONTACT.CONTACT_Salutation} ${CONTACT.CONTACT_first_name} ${CONTACT.CONTACT_last name} Additional Line: ${CONTACT.CONTACT_Mobile_Phone} ${CONTACT.CONTACT_ADDRESS} ${CONTACT.CONTACT_CITY} ${CONTACT.CONTACT_CODE} ${CONTACT.CONTACT_STATE} ${CONTACT.CONTACT_COUNTRY} ${CONTACT.CONTACT_GSTIN_LABEL} ${CONTACT.CONTACT_GSTIN}Invoice in Marathi Language does not show Marathi Language details when exported as PDF
Hello, When I export the Invoice with having Customer details in Marathi Language, the pdf does not show the localize text. Can you please help me with this? Regards, AnandCustom Field Zoho invoice - Not populating on invoice
Hi, I've created a Customer field for my customers for the VAT number (for EU customers). I have gone into 'More Settings' and added it under the address fields, however, when i create the invoice - the field label appears - but the contents do not. How can I fix this?Invoice API PHP example
Hello, I'm trying to integrate with zoho, but I have some issue with API, Please provide same php example of using api, e.g how to get list contact I tried to use : function listCustomers() { $authtoken = '2f89455f7767e00d28ea38ee0baa7837'; $Organisation = '37517635'; $url = 'https://invoice.zoho.com/api/v3/contacts?authtoken='.$authtoken.'&organization_id='.$Organisation; $ch = curl_init($url); curl_setopt($ch, CURLOPT_VERBOSE, 1); curl_setopt($ch, CURLOPT_SSL_VERIFYPEER,Postdated Cheques
Hi there, Is there a way to enter postdated cheques and keep a credit on the account for future invoices?Regarding invoice
HI, I am using zoho invoice api for my application, Here if previous month invoice is not paid then in the next invoice I need to add interest charge as penalty(for previous invoice amount). How can I achieve this, I seen API documentation There is no way to add Interest penalty to the invoice amount. Thanks.Invoice
hi, Do you have any samples C# code for Zoho Invoice API integration with C#?Regarding zoho Organizations.
Hi, I am using zoho invoice for my two applications. And I am using zoho API in my two applications too. I Have created two organizations with my zoho account and I can able to access zoho invoice through zoho UI. My doubt is could I able to use two organisations for my two applications simultaneously using zoho invoice api with one zoho account(considering one account charges of plan for invoice), or It's not possible to use simultaneously with one account. Thanks.How can I adjust the business address for different Invoice templates?
Hello! I create german and english invoives. My probpem is: On the german invoice, I don't want to have the country placeholder for my business address. On the other hand - I need this feature for my english invoices. If I change this item on one invoice - it gets changed on ALL invoice templates. How can that be fixed? Thanks in Advance PatrickSuggestion - Credit Limits
Hello, I'd like to suggest a new feature for Invoice. I'd like to be able to set a credit limit for each client and to see a report showing how close to the limit each client is. When posting an estimate or invoice a warning should appear if this would take the client over their credit limit. It should also be possible in the settings to set a default credit limit for new clients which would be used if a specific limit is not set for that client. Regards, MarkChangeable invoice notes?
In Invoices: Settings > Preferences > Invoices. I've filled in what my husband often likes to put, in his invoice notes for customers -- but he doesn't want it to ALWAYS appear, but cannot remember the text on his own. Is there any way to save that as a notes "option," and call it up into the invoice, the exact same way, "on demand?"Edit item details
Hi! I'dl like to edit the Quantity section, in the item details field. It always appears Days generically but i'd like for it to be Hours. how do i do this? Thanks, AlbertoAccess to Zoho Invoice offline?
Hello, I see that zoho invoicing is a cloud based system which very useful. However, since I am in the process of integerating it to my business, I want to know if we can use it incase there is a temporary unavailability of internet due to unforseen circumstance. So, can your system be used in "Offline Mode" to create invoices without net access, and synchronise again when net becomes available? since, our business cannot stop even if internet goes down for a while.Export Expense Attachments in Bulk
Greetings, Is there anyway to export expense attachments in bulk? Thank you.How to show two taxes in an invoice
Hi, I have two taxes and i'dd like to show them on my invoice. Now the tax rate is calculated butthere is only one line Tax with the sum of my two taxes. on my invoice, i'dd like to have sub-total ______ TPS _______ TVQ _______ TOTAL ________ is it possible? ThanksZoho Invoice - Timesheet entry sort order is inconvenient
Before, I think the default was sorted according to Date. In the last month or so somehow this has changed to Task order. And even if I sort by date, it resets itself next time I log in. I believe default should be date in descending order... i.e. most recent dates first. Or at least leave the sort order I set to last and don't keep resetting it to Task order Thankswhy does this say this Estimate cannot be raised for items that have been deleted or marked as inactive.
Estimate cannot be raised for items that have been deleted or marked as inactive. trying to clone an EstimateHow do ask for a read receipt on emailed Invoices?
How do ask for a read receipt on emailed Invoices?Legal invoices
As you may have noticed several countries like Peru, Chile, and Colombia have started to standarize a similar invoices format so I was wondering what would be the format for integrating that with your ZOHO Invoice platformAre there any plans to add a Polish language into Zoho Invoice?
I have Polish customers and it would be much easier to have a possibility to translate the templates: invoice, estimate, payment confirmation. Is it possible to do it? or maybe you plan to add this feature?Generating invoices from CRM for multiple clients
We currently use Zoho CRM. We invoice clients on an annual basis, with different clients being billed different months. We would like to be able to generate a report in Zoho CRM listing all clients that are to be invoiced that month with a list of the products they use. Then we would like to automatically create invoices in Zoho Invoice for those select clients. Is there a way to do this?How to email a credit note via API with default email template?
Hello, I send credit notes via API using https://www.zoho.eu/invoice/api/v3/#Credit_Notes_Email_a_credit_note but without JSONString. It sends a credit note to default contact email and uses a default email template. Now I have to use JSONString because of the need to email credit notes to specific email addresses. It requires to set subject and body. But that body replaces the default email template. Is it possible to send a credit note to specific email address using the default email template?ZOHO CRM We require invoice to show subtotal, tax 1, tax 2, grand total
I see there are many topics posted relating to this issue. We are required by law to display these items individually on the invoice or receipt. Love Zoho, but without this ability I am afraid we will have to look for another crm provider. Please tell me there is a way to fix my invoice templates to display the subtotal, tax 1, tax 2 and grand total individually. Specifically we require Subtotal: $ GST: $ PST: $ Grand Total: $Search button at new estimate window.
Hello; Is there any way to see the item description when creating a new estimate? Below there is an example. We have a coded items list and the item description is more familiar for us. Searching items window shows you item name only. Thanks a lot for your help.Invoicing currency deferment from purchasing currency
Hello, we are purchasing stock in USD$ and selling in GHS. is there and option to create a price list and INV automatically in GHS? i.e Zoho to convert USD cost to GHS price by INV date of currency value and add margin to the final customer INV. Another example, we purchase product X in 50 USD and sell it 2 weeks later with 15% margin in GHS. Zoho to add 15 to add 15% margin and convert to currency of the same date (2 weeks after purchasing). We use Zoho invoice and Zoho inventory modules. Thanks.Is it possible to Accept/Deny booking by others who was delegated by calendar's owner?
Normally when I got an email notify for a new booking in calendar, I proceed accept/deny the booking. But when I am on leave, I forward email (automate) to my colleague who were delegated as manager to manage the calendar on my behalf Is it possible for them to accept/deny the booking for me?Down payments
Still looking for a way to setup down payments. Our terms for payments are 40/30/30 -Milestome payments. I have no way to setup this in the invoices. Our customers need 3 invoices. I can send a 40% invoice, then a 30%, etc. But I don't have any controll about the overall amount. The only way is to do all 3 invoices at the start and "mark as send". Later edit nr. 2 and 3 and send to the customer. In this case I have to setup a virtuell due date for invoice 2 and 3. what don't work. And I can'tinvoice in negative amount
In Spain is necesary create invoice with negative amount. How can I do it?Edit or Delete Invoice Items
When creating an invoice, I can go to Item, then 'Add Item' with Name, Description, Rate and Tax. Now, how can I 'Edit' an item if I want to change a field, so that everytime I choose it from the list, it has the new information? And, how do I 'Delete' an Item from the items list?API issue - Not working on other server
I am using the following API : https://invoice.zoho.com/api/v3/invoices?authtoken=xxx&organization_id=xxx&search_text=KPS+TRANS+SOLUTIONS+PVT+LTD which was working perfectly. But now this API is not working on my server and its working on others Can anyone help me in troubleshooting ????Facture périodique
Bonsoir, Je voudrais créer deux factures périodiques pour un même clients, mais avec deux adresse de livraison différentes. Le problème est que lorsque je modifie une adresses de livraison, elle est également modifiée sur la première facture périodique. HELP !!! Merci à vous. ------------------------------------------------------------------------------------------------------------------------------------------ Good evening, I would like to create two periodic invoices for the same customers,Forte Canada - Zoho Invoice
Hello! I was hoping to get an answer if we can do the following. We currently have a merchant account with Forte and are looking at Zoho. - Add a customer's credit card or ACH details to their profile - With this saved information on file, process payments against due invoices as needed. ALSO - Add a customer's credit card or ACH details to their profile - With this saved information on file, automatically process payments against reoccurring invoices This would need to be in Canadian funds (ForteHow to view contacts combined activity log?
I have an account with hundreds of contacts, I need to view his log of activities with ALL his contacts (comments on calls to contacts, estimates, invoices updates etc) - all ordered by the time of their execution - how can I get this data directly from ZOHO Invoice? This is really critical for me being able to manage my sales organization activities around the world. Note that all the relevant data is already being logged - all you need to do is simply to locate all the data between a specific timereset my account data
hi all I' trying to reset the systemYou have exceeded the maximum allowed attachment size of 25 MB.
Hello Support Team As per the subject i am trying to attach only 15MB of file but it blocking to send with the captioned error email account is : rp.mahato@sabco.com.np Please try to solve it ASAP. Thanks and looking forward to hearing back from you promptly. RP MAHATOCannot save default actions in Invoice dialog
I want to use the same information for every invoice for every project when creating an invoice in the "Project Invoice information" dialog but it will not keep the same values each time. Specifically I want to set the "How to sort data on invoice" field to "Group By Tasks and Users", the "Show in item name" field to "Project Name" and the "Show in Item Description" field I want to use "Task Name" "Task Description" values. It should retain those values until I change them and not make me selectWhen cloning project in iOS app the new project is created with a blank name.
open existing project, clone it, type in name, click Save and you are taken to the new project page displaying the new name but when you click Done it takes you back to the page for the project that you cloned. click the back icon to the main Projects page and shows the new project at the top of the list with a blank name. This has been going on for several weeks if not months. It happens 4 out of 5 times when performing this process.Zoho integrating with Ogone/iDeal payment
Dear all, I was wondering why Zoho doesn't hav a payment integration with iDeal for the Dutch/European market. In Holland almost no customers use Paypal or Google Checkout. Please check iDeal info: http://www.ideal.nl/?s=idealupdate&lang=eng-GB And Ogone: http://www.ogone.nl/en/Default.aspx As for my Zoho Invoice we actually need this integration to fully enjoy the benefits. Does anyone know what is the status of iDeal integration? Best regards, CarlosOn-line gateway partial payments
Hi - where do I find the following option when creating an invoice? Is there setting I need to activate? From the user guide: Make sure "Allow customer to make partial payments for this invoice" option is selected for that particular invoice on the invoice creation page. Only then it’s possible to receive partial payments for that invoice via online."Started Getting "Sent Using Zoho Invoice" from Last 2 Days
I am paid subscriber and Started Getting "Sent Using Zoho Invoice" from Last 2 Days. Please fix it.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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