Send Snail Mail Invoices Automatically
Zoho Invoice supports sending of Snail Mail invoices, but it's a manual process. We need an option to auto-send Snail Mail invoices for Recurring Invoice profiles. One of the reasons we switched to Zoho was because of the Snail Mail invoice option. Most cloud invoicing solutions don't offer it. We were surprised to discover later that it's a manual process. We still have plenty of customers that insist on receiving a printed invoice (whether we like it or not), so this is a critical need for us.What's New this March 2020 in Zoho Invoice?
Hello, everyone! We are back with the latest updates from Zoho Invoice! Read on to know what's new this March. Attach files using the Attachment custom field Custom fields are helpful when you want to add additional information to your transactions. You can now create a custom field with the Attachment data type to attach files, such as PDFs and JPGs, to transactions. This can be particularly useful when you want documents like warranty details or terms & conditions to be mandatory for sending invoicesTerms & Conditions
Hello, How can I add the terms & conditions in the template of the estimates to be sure they are linked to the document ? To be clear : I do not want to use the small field that is existing in zoho... I need to include a pdf of 4 pages. Thank you for your helpWhat happens to associated expenses when I void an invoice?
Hello, I regularly use expenses or logged hours to generate invoices. A customer has asked me to void an invoice and submit a revised version. If I void an invoice, do the associated expenses go back to the "not billed" state, or do I need to re-enter them? If it does not return those expenses to "not billed", is there any other way to do that? Willam TracyEmail reminders based on balance due
Is there a way to send email reminders for past due invoices only if they have a balance due greater than a specified amount? For instance I don't want to send reminders to people who have $0.05 owing, but I would for people who owe greater than $50.00. ThanksWhat's New this February 2020 in Zoho Invoice?
Hello, everyone! We are here to inform you about the first set of updates to Zoho Invoice this year. Check out what our team has put forth for the month of February. Create related lists to fetch data At times, you might want to access data from other Zoho Invoice modules or other third-party services. You can now retrieve this data by creating a related list, where a deluge script will fetch the required data. The respective module's details page will then display this data. To create a relatedACH payment / echecks fees
How much are the fees for processing ACH payments or echecks? I've seen at the Help docs from Zoho (https://www.zoho.com/invoice/help/integrations/online-payments.html#achpayments) that the fees for ACH payments from Authorize or Forte are like about 2.9% +30 cents but that is the same as credit card processing fees so it shouldn't be right... Does anybody know how much are the real fees for ACH payments or echecks? Thank youACH Payments
I just saw that Zoho invoice just rolled out support for ACH payments. How do I get this setup? What payment gateway do I use? Thanks in advance.Poor pdf print quality
Hi there, I created a custom invoice template and the pdf quality of text and design were poor. I analyzed pdf metadata and found that custom pdf producer was zoho 1.0.0, while premade templates were produced by iText 2.0.6 (by lowagie.com). Even if I created a new custom template, without modifying it I got a poor print quality from pdf. How can i do to solve this problem?How to add title line
I would like to add empty or partially empty line into my zoho invoice. How I can do that (via web or via API) ? Ex: Category 1 [nothing more] Product A Description A Quantity A Price A Total A Because, for long invoices, it's not really readable...Item Categorisations
Can you please please add the following functionality.. (unless i've missed a huge section somewhere!?) Item Categorisations There is the ability to add items which is very useful however you cannot group them and therefore for reporting purposes they are fairly useless unless you code everything up which is fair from the best option. It doesn't matter what sort of business you are, this would be hugely helpful for everyone.. please see examples below Examples: <Category> <Item> <Description> IfConvert Invoice Template to Estimate Template
How can I use a Template I've created for "Invoice" in the "Estimates" area? Thank you.API error : "error": "invalid_client"
Hello I am trying to get an acces_token folowing this documentation : https://www.zoho.com/invoice/api/v3/#oauth And I always receive an error : "error": "invalid_client" How can I solve it ? Thank you.What's New this November 2019 in Zoho Invoice?
Hello, everyone! This past month, we have updated Zoho Invoice to provide you an easier invoicing experience. Here's a glimpse into how you can make use of them: Check the usage of custom fields Custom fields help you to store additional data for your modules in Zoho Invoice. But, there's a limit to the number of custom fields that you can create for a module. We have introduced the Custom Fields Usage feature so that you can keep a check on the number of custom fields created in your organization.Zoho Invoice's 2019 in a Nutshell
Hello, everyone! December has often been a time to pause and reflect on the accomplishments of the year. Here at Zoho Invoice, it's no different. The past 12 months have kept us busy rolling out countless features and enhancements to provide you the best invoicing experience. Now, it's time take to a step back and rewind through the major updates we've made to Zoho Invoice in 2019. We know that's a pretty long list, but that's not even all of it! There were countless other updates, which you canHow to enter one or more discounts when I receive a payment?
Really the problema is more complex.. In Argentina when our customers pay for something normally they must "retain" some of our money as a TAX paid in advanced. When the year ends, we discount all this money from tne yearly TAX. How can I put this discounted value in the receipt to balance our Bank with our TAXES and consider also this money in advanced as the correspondig TAX in the reports? Thanks in advanced.Automatic tax rate for each product 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 thisAttaching a file to an Invoice via the API using C#
Hi, I'm currently writing some code for a site that needs to integrate with Zoho. I've managed to write code that calls the API for creating an invoice, getting lists of products, customers etc and they all work fine. I'm now writing a function to attach a file to an existing invoice and have found the following method: Add attachment to an invoice Constructing the url is no problem and I have a byte[] with the contents of the file and I should be able to stream that into the request body (I'm usingBill print formats
Does it support thermal printer, as I cannot see any format that can be printed on thermal printer Sheet and pdf are there and both are A4 sizeLate Fee / Custom Function / Automated WorkFlow
Base on some forum postings i have found, i went ahead and create a Flat Rate Late fee, which will then be run weekly with the Automated Work flow. Please find my script i'm using: ========================================================= //create a variable to get invoice total and add a $5 LateFee latefee = 5; orgID = organization.get("organization_id").toString(); invoiceID = invoice.get("invoice_id").toLong(); //display the value stored in the latefee variable info latefee; //add late fee andAdd option to display project name in invoice header
Currently, when creating an invoice, you can choose to display the project name in the item name. This creates unnecessary repetition. Please add an option, either in the "project invoice information" or, more likely, in the template setup, to display the project name in the invoice header (i.e., the section that contains customer name, invoice number, etc.) Also, the requirement to show in item name at least one of the following: Project name, task name, staff name should be removed. In other words,how to display Non-billable tasks on invoice
Hi, Just wondering if I can display non-billable log entries on the invoice? I have billable and non-billable time that I want the customer to see. Thank you ReganPayoneer payment process into Zoho Invoice
Hello Zoho guys, I was wondering if you have in mind to integrate the payoneer company in your system, many users for small economy countries don't find a solution on the payment solution you are linked to. Payoneer has solved my need pretty well, I'm from Nicaragua and I believe that the integration of this will make Zoho invoice stronger. do you have plan to introduce it to your system?How to add DATE to the Items Field (labels)
Hi there. I consult and send out invoices every month. I work random days on accounts and want to be able to add an ITEM line that has a DATE field so that the customer can see when i did the work. SHeaders and footers for this holiday season
Hello, customers! The holiday season is here and 2020 is just around the corner. Just as we introduced holiday-themed transaction templates last year, we have published new headers and footers for templates. They are designed to help you send holiday-themed invoices or other transactions to your customers. To use the themed headers or footers in your templates: Click the Gear icon and select Templates. Hover over a template and click Edit. Click Header or Footer in the left sidebar. Click ChooseZoho Invoices to Zoho CRM
I set up the Finance integration to link Zoho Invoice with Zoho CRM with the intention of being able to see client invoices in CRM, but it seems only the contact details are synced between the systems. Is there a way to see invoices from Zoho Invoice in Zoho CRM so I can see what invoices clients has outstanding, part paid, fully paid etc. Thanks Eoin Hhidden field to customers
any way to add a field that can be tracked in our systems when we create a invoice, to add what the cost of the item is vs the item sold cost and have it not printed when it comes to invocing a customer? i do alot of sales and like to know what im making on any item, is there a way to add that into zoho invoice?? It would save alot of time on my end when im creating invoices to see how im doing on a month or weekly basisWhat's New this December 2019 in Zoho Invoice?
Hello, everyone! As we gear up to say goodbye to this year, spare a few moments to check out what we have in store for you this December. Read on to know the latest features in Zoho Invoice: Integrate with Zoho Sign to digitally sign documents The long-awaited integration with Zoho Sign is here! Link your Zoho Invoice organization with Zoho Sign to digitally authenticate your invoices and estimates. Here is what you can do with the integration: Get your Zoho Invoice user's signature on invoices andMinimum balance against service.
Hi, I am using zoho subscription and zoho Invoice for one of my application. In my application, Customers will pay in advance for the services that they may use. Then at the end of the month when an invoice is generated, it should be balanced off with the advance payment that is already done. Also, Customers should be able to top up the balance. They should always keep a minimum balance of a fixed amount. How can I achieve this in zoho ? Can I achieve this just by using invoice and credit-noteInvalid Value passed for JSONString when using Crea invoice api
Hi There, I'm very new to using api's, but I wanted to test creating an invoice, I'm using Postman and as you will see from the screenshot attached I get an error, I don't see any issue with the code and the header is just "Content-Type:application/json". Could somebody please help me understand and overcome this issue? Many Thanks, MikeNew column : "coefficient"
Hi ! Is it possible to create a new optional column "coefficient" I'm in a renting business and when the duration is more than 1day, we put a coefficient like this : - 1d = 1 - 2d = 1,5 - 3d = 2 ... For moment I will to multiply every product... So if there was a coefficient column it was wonderfull for renting business guys ! ThanksPlaceholders in email template
Would like to have a placeholder for Project Name available to put in the email template for invoices. Also, is there a lookup for ALL placeholders that are available? Additionally, below is a wish list for Invoices. Some of them may be possible but I haven't figured them out: Web: Projects: link projects when changing a project name Invoice creation: default checkbox to selected to include all expenses save preference for how to sort data on invoice - "Group By tasks and users" and show in itemIntroducing: 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 requestsZoho Projects and Zoho Invoice(Books) Integration
I keep getting this message It looks like an organization has already been integrated with this portal. Also, your ZSC key has recently been regenerated. Please update the credentials and try again. What's New this July 2019 in Zoho Invoice?
Hello everyone, We're six months into 2019, and as always, we have been bringing in updates each month to provide a better invoicing experience. Read on to know about the enhancements made to Zoho Invoice for the month of July. Choose SMS template for notification messages If you have configured SMS notification to notify customers, you can now change the templates of these messages. You can choose from three different templates for each of the SMS notification that you send, based on your businessWhile adding Customers through webrequests, some information are not being registered.
This was my final JSONstring: {{ "contact_name": "AutomationTestingF_PrajwalRaj", "first_name": "AutomationTestingF_PrajwalRaj", "company_name": "Insta", "email": "xyz@abc.com", "phone": "9999999999", "mobile": "9999999999", "billing_address": { "attention": "PrajwalRaj", "phone": "9999999999", "mobile": "9999999999", "pin": "232423", "zip": "232423", "address": "grerte rt erte" }, "gst_no": "AAAAAAAAAAAAA", "gst_treatment": "business_gst" }} Here, CustomerZoho Invoice Follow-up Automation with help of "Workflow"?
Hey Zoho Team, Can you help us how can we create a work flow for Zoho Invoice Follow-up. 1. Can we create a Workflow for Overdue Invoice Payment reminder to our client? 2. Can we add multiple Invoice in one reminder email sent to our client with the help of "Workflow" & "Automation"? 3. Can we exclude any particular client from the follow-up loop reminder from the on-going loop that has been set for everybody? Can anyone help us out in setting up the workflow?Organization address not display in final PDF (from Zoho Templapte)
Hello, I have setup the Organization Address Format as following: Settings > Preferences > General: ${ORGANIZATION.STREET_ADDRESS_1} ${ORGANIZATION.POSTAL_CODE} ${ORGANIZATION.CITY} ${ORGANIZATION.COUNTRY} The address is correctly displayed in the preview page. But I have notice that the final PDF sent to our customer doesn't display the full address as setup. Only the country is there. I tried with all templates available, dans checked the "Show Organization Address" box. Only the country is displayed,How to send an invoice ahead of the invoice date
We need to be able to create and send a recurring invoice about three weeks ahead of the invoice date. Can this be automated? How would it be done? The scenario: We provide a service to our customers for which they pay annually in advance. We need the invoice date to match the service start date because we are on accrual based accounting, and the invoice date determines the date that the revenue is booked. Our customers, however, need to be notified about three weeks ahead that their service renewsHow do you add shipping?
I'm a total newbie to Zoho and probably missed the procedure? How do you add shipping to your invoices? Thanks for any assistance. StuartNext 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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