change date format within zoho invoice 2.0
Does anyone know if it's possible to change the date format display on pages for inputting data from the US format (MM-DD-YY) to the UK format (DD-MM-YY). Note, the date format option on the Organisation Profile ONLY affects MAIN display screens, NOT data input screens. As an aside, it should be possible to use UK spellings rather than US spellings - organisation vs organization. Perhaps there should be a 'locale' setting, which would provide global options like default currency, dictionary, date
Payment Terms - 20 days from EOM
Hi - it is common to have payment terms 20 days from end of month or 10 days from end of month. I am not sure on how to configure this, Can you help
HELP - Can no log into Zoho invoice (USA feature) from Spain.
How do i log into Zoho.com from Spain? I have tried a dozen ways. It keeps taking me to the .EU or SPanish sites... I had to turn my phone on to get the validation code and then the site is still .EU not .COM and the .EU site will not show me Zoho Invoice... I can not get to the .COM site from Europe.... NEED HELP FAST... this is ridiculous...
How do I create subheading in an invoice
We are test running ZOHO products so that we can use it for our operations. But we need to know the possibility of of customizing the invoice template to have a semblance of our excel template. Attached is a sample of how our existing invoice looks like. The emphasis is on the sub-topics A, B and C and there may be more or less depending on the job. Let us know if this is achievable with your invoice template customization.
Zoho Invoice Packages
I'm thinking of using the zoho invoice app. On the pricing page where it says "number of customers you can invoice"... does that mean each month e.g. where it says '5' on the free package. Does that mean 5 customers a month?
Sorry this is attachment from last post
Sorry this is attachment from last post
How to include expenses on a labor based invoice
I am trying to bill a customer for both time and expenses on the same invoice. I have all my task based hours entered in for a project using the time tracking feature. I have also entered in several receipts(billable) in the expenses section. However I cannot figure out how to pull both the labor and the expense entries into the same invoice. Any help would be greatly appreciated.
Total Sales v Total Receipts
Hello! I have a questions about Zoho Invoice. On the ,y dshboard it shows a graph of yearly income. There are 3 numbers. 1 - Total Sales 2 - Total Receipts 3 - Total Expenses. My question is What is the difference between Sales and Reciepts? I would think they should be the same but maybe I made an error somewhere? MY numbers are as below and I do not know which is correct (I am thinking about my tax filing time in April, so I want to check it early) Total Sales ¥934,491 Total Receipts ¥930,891
Is this possible to import more than 400 rows in ZOHO invoice
I am using ZOHO invoices. I work in a platform which allows buyers and sellers to meet and do business. So the our customers are primarily the sellers. We use rows for individual orders. Its natural that one particular invoice might require more rows , if the seller had more than 400 orders. Hence i need to have the facility to use as many rows as possible
Make time adjustments on invoices
Hi, When billing based on timesheets, when I generate the invoice I cannot change the number of hours billed to client. I would like to be able to do so without having to delete the line and add a new one, because I want ot use Zoho report and want to have a report on number of hours billed by employee. Any suggestion?
Timesheet, budget, estimate and invoice
Selected clients receive a not-to-exceed budget for each project. First, a timesheet project is set up for each client project. Then, within the timesheet project setup I add the budget in the budget field. Finally, I prepare an estimate from within the timesheet project, but I can't figure out how to make the budget the not-to-exceed amount in the estimate. Is this possible? Finally, will/can Zoho invoice notify me when timesheet project time exceeds the estimated budget? [so I can send a change
GoCardless
Hello I have a client registered in Zoho Invoice and in GoCardless. The email address is the same in Zoho and GoCardless. I clicked on "synchronize now" in the GoCardless integration settings in Zoho Invoice. The order has been recovered and is visible in the client account on Zoho Invoice. In the customer's account on Zoho Invoice, I checked the box "Authorize this customer to pay by direct debit". A levy was created on 27/12/17 in GoCardless. The sample was submitted by GoCardless on 28/12/17 The
Printing multiple statements
We currently have to select individually 25 statements at a time to print our monthly 150 or so statements. This is a real pain. Is there a way to print all those statements at once? (Or is that feature coming?)
Invoice Creation using API
Hi , Iam getting error like this : string(50) "{"code":1002,"message":"Estimate does not exist."}" while creating invoice through API. How to solve this. Thanks in advance.
Invoice Notes
Even when I go to, "Setting" > "Preferences" > "Invoice" > and I change the, "Notes" section, the invoices default to: "Please remit payment to:" [My Organization] [My Organization Address] How do you change this?
HOW TO ADD TAXES FOR VARIOUS PRODUCTS?
HOW TO ADD TAXES FOR VARIOUS PRODUCTS?
slowness in zoho invoice
zoho invoice's been going very slow lately. opening an invoice sometimes takes minutes, or I have to leave the account and re-enter. The connection is fiber optic and goes very fast
How to disable Invoice prefix!
Hello, I just want to use the number without prefix, I leave it blank but it doesn't change, still appear INV- Please, help.
IP has been blocked as you have exceeded the maximum number of requests per minute
Hi, when using zoho invoice API I get erro message "For security reasons your IP has been blocked as you have exceeded the maximum number of requests per minute that can originate from one IP address." How long the IP Address will be blocked? And where can I see my current amount of API calls for zoho invoice.
Zoho Invoice bug when Voiding an invoice
Hi I found a bug. When you void an invoice it marks any time on it as unbilled but it doesn't make any expenses that are on it as unbilled. So you either have to delete the invoice entirely or recreate the expenses Ian
zoho invoice or books
I am planning to build an e-commerce website based on magento. I am planning to use Magento Zoho crm Synchronization i am currently using zoho books for my other company and I am satisfied with it. My question is, which one, zoho invoice or zoho books should I choose for the purpose of my e-commerce website? thanks
Expenses and Projects on same Invoice?
Is is possible to create an Invoice that has both the expenses as well as the project done for a customer?
Tax Change
Hi, Starting from next month, tax rate is going up in New Zealand form 12.5% to 15%. Do I just change the current tax rate to 15% or just create a new one and use from next one. But leave existing one so all the invoices created with 12.5% rate are not changed ? cheers, k
Import Payments from csv file without Payment Number
Hi, I am trying to import my bank transactions directly from my bank to then match them to my invoices. However - My bank does not use payment numbers and invoice seems to need that field as it is mandatory. Is there a way to delete the field or make it not mandatory anymore? The rest of the fields seem to work just fine and I will have to match the bookings manually anyways because this is a real estate management business and the renters only give their name and address, not an invoice number.
Add Authorize dot Net as a payment gateway
Please add Authorize dot Net as a payment gateway. This is a really easy gateway to interface with, and I'm sure others will agree they are one of the largest out there. Thanks!
impossible to generate pdf
Hello, I created an invoice. When I want to export the PDF of the invoice I have an error message: "I can not generate the PDF because the file is empty". I do not understand where the error comes from, can you look at my account (Invoice 1057)? cordially
Creating invoice that matches billable time
I'm hoping someone could help me figure this out. Consider the following example: Set rounding preferences to no rounding. Create a project with a rate of $100/hour. Log time for a task that was 30 minutes. The dashboard accurately shows 30 minutes of billable time. However, when attempting to create an invoice, a quantity of 1 with the hourly rate forces a total of $100 instead of $50. While I understand I could manually modify this, shouldn't the application correctly calculate the total based
Grand Total not showing on the estimate
Hello, when I am editing the customer's ESTIMATE the total is shown on the bottom of it - but when I send/or preview the estimate then the Total is not there. See picture for the "total" option I am referring to. Thanks in advance for your help.
Automated Commitment amount
Hi Is there a way that I can include a commitment amount on recurring invoices that gets updated automatically when an invoice in generated. eg. Commitment amount for a product priced at $1000 is billed for on a recurring invoice over 10 months. Each month the commitment amount decreases by $100 until the end of the recurring invoice.
How do I create a negative or credit memo invoice?
I need to cancel an invoice and create a new one the same but negative. The system won't let me.
Zoho invoice log timer broken, records wrong time!
I have complained to the support but only got wishy washy answers. I read here: https://help.zoho.com/portal/en/community/topic/round-time-to-nearest-15-minutes-half-hour-or-hour This round up feature is nice! Great! But it does _not_ solve the underlying issue. The issue with the zoho timer is that _each time_ I press STOP on the log timer my time _GETS STRICTLY ROUNDED DOWN_. I press stop in average 10 times a day. Rounding down all seconds to 0. Yes. I press 10 times a day stop at the say :59
No reminders after 150 days
I like the auto-reminder function for Invoices. It's a good way to get paid! However, I find that it is not possible to set a reminder longer than 150 days after the invoice due date. Now usually I'm paid well before 150 days, but occasionally a customer needs reminding after this point and I would like to be able to continue to send automatic reminders. Is there any particular reason for this 150-day limit? I hope that you will consider to increase it. Thanks! Mark
Square Up Payment
Hi, I was wondering if it may be possible in the future to use www.squareup.com as a payment gateway so when i use my square up credit card slider and a payment is made zoho invoice will see that is was paid via square up however i would have to reflect the Invoice# on square up in order for this to work? just a suggestion i am sure there would have to be some interaction with the square up company in order for the two to work seamlessly. I think there service with yours would be the best for both
Ayuda en español
Hola... me gustaria saber mas de esta pagina ya que ofrece muchos y buenos servicios sin ambargo veo que mi estatus es GRATIS quiero saber cuales son mis limitantes ya que he tenido malos ratos con aplicaciones que dicen ser gratis y despues cobran unas cantidades muy groceras llegue aqui por una aplicacion de itunes ZOHO INVOICE ...... he estado buscando una app que me lleve mis cobros pagos ya que soy profesional autónomo y por ningun lado he leido los costos, planes o niveles,,,, pero si he
Change Column Width in PDF Invoices?
Is there a way to change the column width in PDF invoices created by Zoho? I couldn't find any way to change the physical layout, aside from the content contained in each column (i.e. text). By default, the "Amount" column is wayyyy too wide, making my Description section too small as a consequence. Please see these screenshots: "Preview" Invoice PDF http://screencast.com/t/cXtvSEn6 Actual Invoice PDF http://screencast.com/t/tzFRQv4m1Z6 Thanks, Andrew
PayU Latam
Hi Everyone, Can I connect PayU (www.payulatam.com) as a Payment Gateway in Zoho Invoice? It's very important for LatinAmerican Countries. Thank you, David
Can Creator be used with Estimates? How to make estimates more functional...
I'd like to be able to customize the estimate section so if I sent a proposal to a client I can set up like a trigger system so that the customer can select optional services in the estimate. Is this possible and how can I do that? I was thinking perhaps Creator can link up with Invoice somehow and then i can create options for the customer to add or delete in the estimate section. Or would I use Zoho form? Hope that makes sense. I am new to Zoho so not sure how everything works yet. Thank you.
Automated custom report
Every month I need to go into the reports and run a custom report. once i run the report I need to export as pdf and email the customer. Is there a way to automate this? My steps are: Reports Project and Timesheets Timesheet Detail Customize and select CUSTOMER DATE = THIS YEAR Run Report Export as PDF Email to Client
Invoices with several pages
Hi, We regularly have invoices that need to be sent in PDF to the clients. Legally speaking it is required for each such invoice to : - show the reference of the invoice clearly identified on each page, - show on all pages the indication of the total number of pages of the invoice (#/Total pages). How to set this up as default behaviour of our Zoho Invoice when generating PDF? That would seem to be basic settings but we are unable to identify where to set this up... and clearly the pdf generated
All my data is gone
I recently set up my account and uploaded a large number of customers (contacts). In addition I created a few invoices. When I logged on today, I was taken to the account set up page to enter my company information. It appears that all my data is gone. What happened?
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