Error in Create Invocie:Invalid Element product_type
Hi , This IS Rameshbabu i have One Account in Zoho book.I am Using US and Uk Organization .US Organization is working Fine.But Uk OrganizationShowing This Error Error in Create Invocie:Invalid Element product_type. Kindly Help What is Issue.Please give me Reply ASAPEmail Templates Urls/Hyperlinks
I am trying to update my email template when sending out invoices so that there's multiple URL links within the email. I see when sending an email I can insert a URL, but that just adds the url as text and doesn't provide me to name the link, so the emailI don't want my taxes to be inclusive
I am just starting with Zoho Invoice. I add a line item like so... But this is reducing my fee by the taxable amount and I don't want that to happen. I want the total to be 192.67. This seems very basic. I want the line item to be tax exclusive not inclusivePercentage deposit on invoice
I want to make invoices that have a field below subtotal (or anywhere near that) that shows a 25% deposit that needs to be paid. This should be an automatically calculated field (25% of subtotal); retainer invoices don't work because it does not allow to calculate a percentage of the invoice. Is this possible? Another option would be to be able to add the 25% amount in the email and not on the invoice. Key is that it should be calculated, no manual entry.Late Fee customization on Invoices
We just switched from Freshbooks to Zoho Book since we integrated Zoho One across the company, however, I'm having a difficult time figuring out how to automatically add our late fee? We send invoices out on the first of every month. We have Net 30 day terms so usually expect payment by the last day of the month or a few days later at most. We charge a late fee of 1.5% of the invoice per month if payment is not received by the 15th of the following month. So if we issue an invoice on July 1st andCreating Different Invoice Number Prefix
As a company with multiple products, we differentiate the prefix for each product's invoice. A customer may have multiple products, but we do not send a single invoice. Is it possible to create different templates and assign different prefix values based on the selection?Remove 'Powered By Zoho' From Footer?
Perhaps I'm missing something, but I can't find any way to remove the 'Powered by Zoho' text & image from the footer. Is this possible?Please add Zelle as an online payment option
Hello, I would like to request Zelle be added to the online payment service providers for Zoho Invoice. Considering how ubiquitous Zelle has become as a way to pay people via the major banking institutions, I feel like many freelancers would benefit fromPlaceholder for Item
Hi Could someone please advise what the placeholder is for Item on email templates. Thanks!Invoice an upcoming subscription renewal in Advance
How can I auto create and send an invoice for an upcoming subscription renewal in advance. Eg: Subscription stars on 1-Feb-2017, but I would like the invoice to a sent to the customer on 1-Jan-2017. (30 days in advance).Partial Invoice
Is it possible to invoice for a given percentage of an estimate, or estimated item? Preferably different percentages of each estimated line item?Zoho Book Contacts API issue
Hi, I am trying to create contacts through the "https://books.zoho.com/api/v3/contacts" API, I have tried following code but it is always returning invalid auth token, or invalid JSONString or you are not authorized etc. Not sure what is going wrong HereSort Items List in numerical order?
Is there a way to sort the Items list in numerical order rather than alpha? We want to use Zoho Invoice to invoice our HOA members for the Lots they own in our neighborhood. Some members own more than one lot. We've created an items list. The DescriptionHow to change "Estimate" to say "Quote"
I'm trying to change all references of "Estimate" to "Quote" because an Estimate and a Quote are two different things(!) I've so far been able to get close but I can't get a way to change the "Estimate Date" text to say "Quote Date". See here: https://prnt.sc/BK0XQVxYPU03Invoice overdue webhook
My client uses Zoho Invoice to send out invoices to customers. I'm wondering if there's a way that when an invoice becomes overdue in Zoho Invoice that it automatically sends a webhook to an endpoint on their Web App(that i'm building for them) with variousAs Vendor, how to update Invoice with external invoices ?
HI, As a service provider, I've tasks to do, but I'm not invoicing the service. The client has his own invoicing system, making the invoice on my behalf. In Zoho Invoice (and also Books), How would you update the balance, the invoice with these externalInvoice Template
Why is it not possible to use custom invoice templates? The current templates are not adjustable to our needs, even the most simple invoicing solution lets you create your own templates.Lost data
Hello, i seem to have lost a lot of data from my invoices account. Could someone please help me with this?A way to add a checkbox where customer has to agree to terms before accepting an Estimate?
I am looking for a way to have my customers agree to certain terms by reading a short text then clicking a checkbox before they are able to click the Accept button on the estimate. Is this possible to add or put on the road map? I have just integratedInvoice Rounding?
Hi, I have rounding disabled in my preferences but when creating an invoice from a timesheet all time for a task is rounded to the nearest hour. For example, 1 hour 30 minutes is rounded to 2 hours while 1 hour 25 minutes is rounded to 1 hours. How do I disable this so that the exact time on the timesheet is used in the invoice? Thanks.file name of invoice attached to email
Hi, when I send an invoice from within Zoho (or indeed export to pdf) it automatically names the file with just the invoice number. Is there a way to change the name of the file? say for example to use the placeholders for company name etc? What I'd like is for the files to be called 'Matthew Gough Ltd Invoice No. %invoice number%'.pdf or something similar. thanks in advance, MatthewZoho desk in zoho invoice costumer portal
Hello i want to know if its posible that costumers could create a zoho desk ticket from within the zoho invoice costumer portalHow to remove the zoho ads from invoice footer?
Hi, Is there a way to remove the zoho ads from the footer? It's not very professional towards customers. I assume because zoho invoice is free. But even then, is there a way to remove it somehow? Found some info about the preferences -> branding page.Zoho Invoice for designers
Hello everyone, It is a well-known fact that cash flow can be a real issue for freelancers, if they do not receive timely payments. But, this can largely be avoided if they have an efficient invoicing system. Invoices, payment reminders, and time-trackingOptional Items Estimate
How do you handle optional items within an estimate? In our case we have only options to choose with. (Like your software pricing, ...standard, professional, enterprise) How can we disable the total price? Working with Qty = 0 is unprofessional....Sending an automated payment reminder to 2 contacts
Hello, I have a client where 2 people need to be sent an automated payment reminder. How do I do that?What's New this June 2022 in Zoho Invoice?
Hello, everyone! This month, we've introduced a round of updates that will improve your user experience. Read on to see what's new this June in Zoho Invoice. Zoho Invoice Sports a New Look As you might have noticed already, Zoho Invoice has a brand-new lookManage payments effortlessly with Zoho Invoice
Hi everyone, Business owners face many challenges as they grow - managing payments being a significant one. Getting paid on time and keeping track of all the payments is no easy task. On the contrary, Zoho Invoice streamlines the entire payment process.sub items or sub totals
i need to make invoices that show detailed list of items but not individual prices how could i make an item that would group other items, this parent item having as rate the sum of the sub tiems rates ? alternatively without creating a parent items i would like to have a subtotal that would hide the single items indivdual prices ? eg eggs 4 butter 250 g flour 250 g sugar 250 g subtotal ( or parent item) cakeEstimates with options and sub-totals
Hi It seems it would be great to be able to show multiple options in an estimate. For instance I have a core product to which I can add options, and maybe sub-options... It would be great to have subtotals and isolate the core from the not compulsory items. ThanksComplete Placeholder List?
Do you have a complete list of placeholders that are available for us to use in email notifications? A complete list would be helpful, but right now I am trying to find a placeholder for the first and last name of the person who actually places the order.Can I add a column to the estimate and invoice templates?
I would like my estimates and invoices to have columns for: # of pages; pages per hour; estimated hours; rate per hour; total amount. in order to do this, I need to add a column to the template.Zoho + Fundbox: Why, What, and How of Small Business Capital Solutions
In today's world, small businesses have many tools and resources at hand to manage their working capital better. However, despite having these purpose-built solutions, there are times when a small business might run out of cash. Access to timely fundingWhat's New this April 2022 in Zoho Invoice?
Hello, everyone! This month, we've enhanced Zoho Invoice with some useful updates that'll help you get your invoicing done faster. Here's everything that's new: Protect Your Customer Data With ePHI Stay in compliance with HIPAA regulations by markingHow to add COMPANY name of customer to show on Invoice
Currently I can only add billing address of the customer, but it doesn't show their Company name. Can I also show Company?Customised report - payments received but including tax amounts
Hi, I'm looking to create a monthly report that will give me the total of all payments received during that period. The problem is I need it to break down the tax amount and tax type on each payment received. Is there currently anyway of doing this?Apply Credit Note Automatically
We need the ability to apply open Credit Notes toward invoices generated by recurring invoice as the first, priority payment. This should be an option that we can enable/disable in the recurring profile and/or the Credit Note. Other invoicing systems can do this. I'm not sure why Zoho Invoice doesn't have it. Here's an example for a Recurring Invoice... If a customer has open Credit Notes, and a saved credit card set for auto-pay, once an invoice goes out, the credit balance gets automatically appliedWhat's New this May 2022 in Zoho Invoice?
Hello, everyone! Whether it's a new feature or a few tweaks to an existing one, we are always on the lookout to improve your invoicing experience. Here's a run-through of everything that was added to Zoho Invoice in the past month: Display QR Code inset pay terms
I create new invoice, the terms default "due on receipt". How to change the default to Net 30? see the below pic:Get the best of Zoho Invoice and Zoho Mail, together
Hello everyone, Sending invoices and emails has become an indisputable part of running any #SmallBusiness. Zoho Invoice's integration with Zoho Mail lets you access all your email interactions with each customer by linking them directly to the respectiveNext Page
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Advanced Customization Options in Templates
Hello everyone! This update is all about transaction templates. We've brought in advanced customization features that will help you create and send truly professional invoices, with a bit of festival cheer. Keep reading to learn more about the advancedWhat's New in Zoho Invoice - December 2022
Hello everyone! This month, we bring you feature enhancements and some interesting iOS app updates. Here's what's new in December: Customize Reports with Multiple Parameters Customize reports based on multiple parameters by adding up to 3 parameters inZoho Invoice for developers
Hey developers, We understand that your projects involve a lot of work, from coding to maintaining large, complex frameworks. But in addition to this, a freelance developer also needs to take care of one's business. Negotiating quotes, managing customerZoho Invoice for designers
Hello everyone, It is a well-known fact that cash flow can be a real issue for freelancers, if they do not receive timely payments. But, this can largely be avoided if they have an efficient invoicing system. Invoices, payment reminders, and time-trackingWhat's New this June 2022 in Zoho Invoice?
Hello, everyone! This month, we've introduced a round of updates that will improve your user experience. Read on to see what's new this June in Zoho Invoice. Zoho Invoice Sports a New Look As you might have noticed already, Zoho Invoice has a brand-new look
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Advanced Customization Options in Templates
Hello everyone! This update is all about transaction templates. We've brought in advanced customization features that will help you create and send truly professional invoices, with a bit of festival cheer. Keep reading to learn more about the advanced
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How to maintain steady cash flow during the COVID-19 crisis using Zoho Invoice
Dear customers, I hope this finds you and your loved ones in good health. As we are witnessing, the COVID-19 pandemic has started taking a toll on businesses of all types. Here are some useful tips that could help you streamline your invoicing and AR processes to keep your business healthy. 1. Communicate clearly with your customers: During this period, transparent communication with customers is a necessity. A lot of businesses have started displaying messages on their home pages, explaining theirIntroducing: Digital signature for estimates and invoices
Dear customers, We are pleased to announce that the much awaited Zoho Invoice - Zoho Sign integration is live! You can now sign your estimates and invoices before emailing it to your customers. Also, you can have them sign your estimates while accepting it. Here is our help document to help you get started: https://www.zoho.com/invoice/help/integrations/sign-integration.html Note: This feature is available across all editions of Zoho Invoice except the Indian edition. Out of all the feature requestsWebinar: Introduction to the Client Portal
Business owners know there is never enough time in the day. Not only do you have to beat the competition and make the sale, you then have to make sure you get paid. In fact, the sales process starts way before the sale, and never really ends. Preparing and getting estimates approved, collecting payments, and fielding customer requests for information related to past transactions are all part of the day in the life of a business owner. Well, Zoho Invoice can offer some relief to weary business owners.Bulk 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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