Retainer Invoice payment not showing in Invoice
Hi - When I get a new client I have them pay me half down. I send them a retainer invoice (and apply to their invoice) and when I'm done with the project I send the main invoice. But I can't figure out how to show the retainer paid amount on the main invoice. For example I charge someone $650, they pay the retainer of $325. I bill them when I'm done for the remainder, but the invoice shows the balance due to be $650, not $325, even though I have applied the retainer to this invoice. Am I missingCurl: invalid value passed for authtoken
Hello there I signed up today at zoho.com and tried to generate few invoices as a test. I generated authtoken using link provided in the documentation and called following command: "curl https://invoice.zoho.eu/api/v3/invoices?authtoken=9fb16****" (hidden for security) I tried both on bash on linux machine and cygwin command line in windows. Unfortunately, zoho returned: {"code":14,"message":"Invalid value passed for authtoken."}. I tried few times generating new authtoken, deleting old ones, butHOW TO ENTER AN ENTRY TO SALE THROUGH ECOMMERCE PLATFORMS
I AM SELLING THROUGH AMAZON. SO HOW TO MAKE A INVOICE, CREDIT NOTE, COMMISION ETCWhat's New this August 2020 in Zoho Invoice?
Hello, everyone! We are here again to keep you up to date about the latest features from Zoho Invoice. This month, we have focused on updates that can save you time. Read on to see what's new this August. Accept online payments instantly with payment links Receiving payments from your customers is now just a link away! Introducing the Payment Links module in Zoho Invoice, where you can create and share a payment link with customers within minutes. This payment link can be used to collect miscellaneousAdd tax to subtotal
Hi, I would like to know how I would go about setting up an invoice template to be able to add tax to a subtotal. The current tax settings seems to work out the percentage of tax from the subtotal (i.e. inclusive), but In Australia GST tax is added on top of the subtotal with a grand total displayed beneath. I've tried both the Grand & Spreadsheet Plus templates without much success. Is this possible at all? Many thanks in advance.Unable to Access my Zoho Invoice account
I erroneously removed the main email address for our Zoho Invoice account during a Zoho Mail setup and now I can no longer login to the Zoho Invoice account to which the email is associated. We had recently made a payment for the Zoho Invoice account in question and now we are unable to use same due to this issue. I'm really stuck and would appreciate if any could provide a timely help with this issue. Thank you.Can a single invoice be sent to multiple email addresses?
I have a customer who normally receives his invoices by email, but his wife would also like to receive a copy to her email. I typically create invoices by importing them from a csv or excel file. When I email the invoices, I send them in bulk (25 at a time). I realize that when I am emailing a single customer (not using the bulk send feature) I can input an additional email address into the cc field. When sending in bulk there is no obvious way to do this. I can add another contact to a customer'sHow to NOT Add Tax Automatically to Recurring Invoices
Hello, I've been using timesheets to track billable hours and I have associated projects with recurring invoices. The problem I'm having is that tax gets automatically added to the invoice for the services. We don't tax services, only goods. Is there a way to set up Zoho Invoice to only apply taxes to goods?Clients cant respond to zoho invoice email
Hi there, I recently switched over to Zoho Invoice. I am having trouble with my clients not being able to respond to the invoice email. they are receiving a bounce back email . Please help, this is affecting my business. The response from the remote server was: 550 A URL in this email (email-view . com . au) is listed on https://spamrl.com/. Please resolve and retry I am successfully receiving email replies from all other emails, except Zoho invoice emails I can successfully send an invoice withHow to print invoice from Zoho Invoice Android app on a 80mm printer?
I would like to use my mobile pegasus 80mm printer with Zoho Invoice to print the invoice on the spot while at the retail shop. Any help in this regard is highly appreciatedStatements not working for full year
Hello, I am trying to create a statement that shows all outstanding invoices for 2020. However when I select "This Year" as the timeframe it only displays invoices from 1st April 2020 and not from the beginning of the year like it should from 1st Jan 2020. Can this be fixed? I am unable to create accurate statements now.Separate E-mail for Recurring Invoices
Do you have something in the works already so that the e-mail sent for recurring invoices can be customized separately from one-time invoices. If not...this needs to be added to the list. The recurring billing feature is a little lacking. Also, being able to set the total number of payments would also be helpful instead of trying to calculate the date the payments should stop if its a short-term arrangement.Set Time Entry billed_status and invoice_id using API
Is it possible to set time entry status to billed and add invoice_id via API?Invoice Template
I need the invoice template/layout as the attached pdf. I was not able to create one like that using your template customization. If someone can create one like that would be good. Thanks BernardClient Portal is now available in Zoho Invoice
Hello Zoho Invoice users, We are excited to let you know the Client Portal feature available in the new version of Zoho Invoice. Now, you can have your customers access a link to view their estimates and accept/decline it, view invoices and make payments to it. You can get notifications of the activities in the portal. Click here to know more. How can I enable the portal? 1. Switch to new interface. 2. Enable client portal for your organization under Organization Profile. 3. Set-up your portalSEARCH 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 regardsFix for the issue related to the logo size
In our recent update, we made some enhancements to improve the quality of the logo in customized templates. As a result of this, the logos which do not match our preferred dimensions may not appear correctly in your invoices. All you need to do, to get things back to normal is to make the logo fit our preferred dimensions (580px X 250px with 300dpi) and re-upload it back again into Zoho Invoice. We would also be glad to help you with getting your logos to fit the required dimensions. Send in yourZoho 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!Editing "Terms & Conditions" on Invoices
We have a template that comes up on each invoice called "Terms & Conditions". I need to edit this. However, it does not appear on our Invoice Template. Where is this field coming from and where do I go in to edit it? 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 QuickbooksSingle Line Invoice against multiple Expenses
My client would like me to invoice them for multiple expense items on a single line item on an invoice. Can this be done? I know I can import billable expenses to an invoice, but I don't know how to show them as a single line item or have them be marked as reimbursed when that invoice is paid. Any ideas?You 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!Can't update the company address in zoho invoice
Dear Sir/Madam, I want to update the company address in Zoho Invoice but failed. It popped out a sentence "Invalid value passed for Website". Please advice how to solve this problem. Thank you.What's New this June 2020 in Zoho Invoice?
Hello, everyone! Time seems to have flown by so fast and we're already halfway through the year. Though times are tough, we’ve been working as usual to bring out the best new features for you and fine-tune our existing functions. Here's what's awaiting you this month in Zoho Invoice. Create price lists with Volume Pricing Does your business offer discounts for bulk orders? We have introduced Volume Pricing, using which you can now set price breaks for items depending on the quantity sold. You canACH and Credit Card Options
I do NOT want to accept credit cards but am integrated with Authorize.net for their eCheck service. How do I turn off the credit card option in the client portal?What's New this May 2020 in Zoho Invoice?
Hello, everyone! We've spent the last month working on a slew of new features and enhancements for Zoho Invoice. This includes much-awaited features such as multiple GSTINs for the Indian edition and setting a revenue budget for projects. Here's a run-through of what's new this May. Manage multiple branches and GSTINs (Indian Edition) As your business grows, you might have different branches both within and across states in India. Depending upon your business type, each of these branches might haveChase 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 theWhat's New this April 2020 in Zoho Invoice?
Hello, everyone! We hope you and your family members are safe. As the world is grappling with the COVID-19 crisis, we at Zoho have taken to working remotely. However, this has not brought any lull to Zoho Invoice's monthly feature updates. We have, as always, been working hard to provide you with a smooth invoicing experience. Read on to know what's new this April. Fresh design for the invoice details page The invoice details page has been redesigned to help you perform invoice related actions moreERROR_invalid_timestamp
Al instalar Zoho Docs para escritorio en mi computador no me inicia sesiónHow 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 theirSPF Record
Hi! I have been trying to configure Zoho Invoice SPF records and i have been unable to get it work. I have configured the SPF entry on the server and it has been validated by other websites but Zoho itself keeps saying the SPF record cannot be validated. Example of what i have: v=spf1 a mx include:spf.protection.outlook.com include:eu-sender.zohoinvoice.com include:zoho.eu -all Any ideas what could be the problem here?Automatic 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 thisCustom Function Help
Hello, We are currently selling apartments in a project called "Cartagena Laguna Club". We use Zoho CRM for contacts management. When a contact wants to buy an apartment, we move the contact to lead, then integrate with invoice so we can build a payment plan and keep track in the future for the payments. I'm in charge of managing Zoho Invoice. When I integrate the lead info, there is some information that we are missing that I manually enter, one of those fields is the "Apartment" the lead wantsDwolla - 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?Next Page
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Coming Soon in Zoho Invoice: Send Invoices Instantly via WhatsApp
We're working on bringing a new level of convenience to your invoicing experience. Introducing a much-requested feature in Zoho Invoice: You can now share invoices directly to your customers via WhatsApp! With this new option, you can: Share invoicesWhat's New in Zoho Invoice | April - June 2025
Hello everyone! We're excited to share the latest feature updates and enhancements we've made to Zoho Invoice from April to June 2025. In this, you will learn more about the following features: New Integrations via Zoho Marketplace Add Images to EmailWhat's New in Zoho Invoice | January - March 2025
Hello everyone! We're excited to meet you with the latest set of feature updates and enhancements made to Zoho Invoice from January to March 2025. In this, you will learn more about the following features: Leave Organization Pin Columns in List PagesZoho Finance Workshop 2025 is Happening Now!
Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and takeChronicles of 2024: The Year in Retrospect
As we close out 2024, let’s take a moment to highlight the new features and updates that have enhanced Zoho Invoice in 2024. Among the exciting enhancements, we have launched a new AI-powered chatbot designed to assist you in understanding the app's features
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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 thanZoho Invoice: Playing Back 2023
What's New in Zoho Invoice - Q3 2023
Hello everyone, We're back with several updates and enhancements to make your invoicing experience better. Read the post below to discover what's new. Stripe Recurring Payments (India Edition) If you have integrated with Stripe, you can use it to collectZoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,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 their
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