iOS app won't open again after leaving application
It seems that since the ios 10 update I'm only able to use the app once - if I press the home button or switch to another app, I just get the "out of focus" screen when I try to use the app again. I have to force close the zoho app and restart to be able to use it a second time. This gets very tedious and time consuming when I'm trying to use the calculator or verify totals from other sources to input into the app.Citrus Integration
Citrus Integration Cannot see the feature Any particular reason What if we have signed up and need the same as alink in invoice - does that work how soon can this be done any customisation possibility VivekP.O. #
I use recurring invoices for my business. I use a "customized" invoice template. I have a box on the invoice that is sent out that says "P.O.#" (beside of Date, Terms, and Due Date). Where do I go in Zoho Invoice to fill in this field? Thanks!Export overdue invoices by client
I am trying to export all of the overdue invoices for one of my clients. I have looked through all the reporting features and all other areas of Zoho Invoice and cannot find a way to do this. I would like to export a summary of all outstanding, unpaid invoices, their amounts, their due dates, how many days past due, etc, just for this one selected client.Zoho Invoice: iOS App - Payment Terms selection issue
While using the iPhone app to generate invoices I'm unable to select the desired payment terms (eg. NET 30) from the settings prompt. Invoice will always default to "due on date specified". Various terms options can be created and will appear in settings menu, but I can not actually select it. I'm only experiencing this with the app version, desktop is ok. Any resolution to this or just a bug that needs fixing? Thanks in advance!iOS app update v4.0 issues
After updating to v4.0 there are a couple of issues that are mostly just annoying and one that breaks the app completely. Project list sorting does not stick. If I set project list to sort from the Project screen then go into add a new time entry the projects are not sorted when I go back to Projects screen. Also if I close app completely it loses the sorting preference. Related to the above, when I Tap to Select project in Add Time Entry screen, the project list is neither sorted, filtered nor showsPayment not processed
I thought I'd give Zoho Invoice a try. I only setup one customer to gauge their experience. Problems. When they try to make their payment, it says "cannot process". On my side, I get no notification other than "unable to process". I am using PayPal Pro. It must be setup correctly, as I do not see any error notifications. My client is baffled and can't provide enough info for me to solve the problem, and I don't have ANY information on my side to solve the problem. Any suggestions or ideas?Maintenance Data Center
Hi Your planned data center maintenance was to be concluded September 10. As per your announcement. Why are we still getting the announcement bar whenever we open the (invoice) app? Thanks AlbertInvoice API customer fields
Hi, Is there a way to get custom fields using the Invoice API? Thank you in advanceHow to get a webhook from Stripe after user had paid his invoice ?
Hi, I juste need to notified my backoffice after user had paid invoice with Stripe. Idea ? RegardsBug in invoice on mobile, field discount disapear
Hi, Look at the picture, the discount field (Remise(10%) in french) not appear in invoice on mobile phone Have you plan to fixe this bug RegardsBilling clients a percentage of full invoice amount
I bill clients in 3 parts. Is it possible to set up an invoice which could show the full invoice amount, any part payments, and balance due as percentage of Full invoice amount. For instance, total is R100, part payment R50, balance due R20 as 20% of full invoice amount (not R50).Estimate / Invoice for Equipment Rental
Hello, I usually have to rent out some equipment to customers. I don't see any option where Equipment rental can be charged based of number of days. Eg. ABC equipment per day rental Rs. 500 no. of day -2 total per day Rs. 1000 Something like this. I am sorry if its there and I am not able to explore the option. Need help. For equipment selling part its working great so far. Regards, S.SinghSet Advenced Payment Amount
Hi, When I create invoice (with API) I use allow_partial_payments field to tell the user can paie a part of invoice But I would like to set the amount to partial paiment and not give the choice to user Look the picture, user have to set the amount Have you plan to give us control of choosing this amount ? RegardsCustomizing Zoho Invoices
Is there a way to customize invoices to include additional fields to track sales related information? I would like to include a field to track the salesperson for each invoice. Also to be able to create a sales report by salesperson. This would be invaluable to be able to export the report to Zoho Sheet to calculate commissions, etc. Is this currently doable in Zoho Invoice? Earl Rudolfo Zoho Small Business Advisor http://smallbusiness.wiki.zoho.com/HomePage.htmlBilling, invoicing and rebates
I have an agent who is selling my services (computer repair) to consumers. When the repair is finished, I want to create a bill for the end user who will pay the agent the amount specified. The agent will then pay me the amount on the bill minus a fixed percentage commission or perhaps the full amount and then receive a rebate later. Does Zoho support such a process? I don't need to track whether the end-customer pays the bill but rather whether my agent has paid me.PDF Printing For Thai Font
Hi, I would ask about PDF. file: After make an new estimate/invoice I press the print or export, the Thai font always error but English not. How can I fix it, I use for Thai customer and must use Thai font. thanks.how to change name when issuing invoices.
I inherited a generic email account from a previous employee. Now whenever issuing invoices it sends from this - message-service@sender.zohoinvoice.com - and in the old employee name. Is there anyway I can change this, as the previous employee does not know how? The name on zoho email is perfectly fine.WePay Dont use it or you'll be sorry!
The old saying still holds true "If its too good to be true it probably is". I would like to warn everybody about using WePay as a payment gateway. There business practices are almost criminal. Read any of the reviews! They had to change there percentage rate to 1.9%+30 from the standard rate because NOBODY wants their payment a week and a half after the customer has paid it, Thats right EVERY payment goes through a rigorous 2-3 days of processing, Then it has 2 days of sending your payment butHow to get auto notificcation to email (for instance), when there is a new customer entered into zoho invoice
Hi, How to get auto notification to email (for instance), when there is a new customer entered into zoho invoice? Is there a way to do so, and maybe programmatically ? Simon.VAT
How can I activate the vat on my invoices pleaseTimesheet - Period of time not visible (Online /Display + Report /Invoice)
Hello everyone, How to display the time periods entered in the timesheet ? (No need to edit each entry of the sheet to control). Even with an export to PDF, fields do not appear ! (Hourly ranges must be visible for my clients - Eg. As for night hours). Is it not possible to view this information online ? (display main page Timesheet) and also the notes for a quick check of the data entered. (Without having to go with the cursor over it). Apart from the many topics on the "notes", I am surprised thatInvoice Template
Hi Is it possible to display the VAT base on inovice. For example if I have following situtation: Product name Qty Price Tax Value Product 1 10 100 25% 1,000.00 Product 2 100 1 10% 100.00 Total: 1.000,00 VAT 10%report on smartphone
hello how to access to invoices report / employee on smartphone apps report is available on the computer but not on iPhone Could you help Thanks manuBoth inclusive and exclusive taxes
Hi! Is there a way to have both inclusive and exclusive taxes? For example, lets say I have an item with sales price 1000 and I want to have Tax1 [20%] inclusive to that price, but also a Tax2 [24%] added to that price (total 1240). Is that possible? Thank youPayment Gateways choices
Hi, I am looking for clarification on the available payment gateways for Zoho Invoice. There used to be more than I see under the setup. So I am wondering: Can you integrate Google Wallet? Are there plans for Apple Pay integration? Are the plans for Dwolla integration? If none of the above, is there a custom option and a tutorial where we can set up these or other gateways? Thanks, HelenCard swipes and z invoice (POS)
We use zoho invoice for online billing, works great. We have a small showroom with a PC so we can peruse our catalog with customers and print orders. We need that big screen for viewing the catalog. Just had the second Android phone and swiper (square) stolen. I want to swipe cards from the PC and get the payment info direct into Z invoice. Square only does Android. What will work on the PC and integrate with Z invoice? Greg Aanes 2109 Queen Street Bellingha WA USAPayment Terms Option
Hi, I would like to ask about payment terms option for estimate. When we create the estimate, there are only 3 option of payment term for me to choose. But, in the contact details, there are more option stated. Net 60 was selected in the contact page but during the estimate creation, there are no option for net 60. So, how to add new payment term (net 60) in the estimate form. Kindly, please assist. Thank you.Controlling the size of the company logo on Invoices and Estimates
My logo is 2" wide, but prints 6". Within the template section, are there qualifiers inside the % that can be added that will control the printed size of the logo? See attached example.Is Zoho Invoice reliable? Would you recommend this product?
Hi, I wanted to get the forums feedback on Zoho Invoice. I'm thinking about using it for my business, but I've had major ongoing issues with Zoho Mail for a couple of years now so I'm hesitant on using another Zoho product. Emails and getting paid are critical for businesses. For those that use this Zoho Invoice, is it reliable? Have you ever encountered any major issues—and lastly—would you recommend using this product? Any feedback would be appreciated.ZOHO Invoice-Get last payment date using API.
As i am using ZOHO Invoice API.how do I get the last date of payment using anyway? can u help me.....Invoice - importing expenses using .csv file
I am happy with your product so far except I am unable to successfully import expenses. First I created an example expense that will be similar to all of my expenses and saved it. - see expense example.jpg attached Next I exported a csv file of this expense - see expense example export.csv (zipped) attached Next I deleted the original expense and tried to import the csv file again.....failed - see expense IMPORT FAIL example.jpg attached. Why am I unable to import a csv file that was exported byVariable billing rate for project
Is it possible to have multiple billing rates for a project? I need to two different rates depending on the type of work performed. Thanks.I cant try Data Type to the Custom Fields
Hello friends, I cant see the option to change data type to the custom fields i was created in estimate and in invoices. Only put Custom Field like Text Box i want more options. In the FAQ of invoice see can try the data type in the fields but i dont see. Maybe is a perform for payment accounts ? i Actually have 2 acc in zoho CRM Thanks for the supportProplem in sorting by invoices serial number !
I got an issue with sorting the invoices in serial wise in Zoho invoices! I got the following serial; J-123 J-124 J-125 J-126 When i try sorting by invoice serial this will be the result; J-125 J-123 J-126 J-124 Please advise ASAPTemplate with info from two different contacts
Dear all, is it possible to create an invoice template where we get info (like names and addresses) from two different contact names from Zoho CRM? This is useful in case we want to add to the invoice information from the end-user (customer) and the distributor contacts (re-seller). Another example is to add info from a contact of one account (end-user) and invoice another contact from the same account (purchasing department). I assume that the two cases above are very common, so there should beCRM and Invoice integration
I used to have access to the invoice module in my CRM. Now, that option is gone. I tried to reintegrate, but the Invoice option is not present. If I log directly into Invoice and look at the integrated apps and the CRM is still present in my integrated apps, but I have this message next to the integrated CRM app. I have not changed editions, what has changed? How do I fix this? Looks like there's a problem! Your Zoho CRM edition does not support this moduleProblem with pdf export and order of billing address
Hi, i have some problems/qustions with zoho invoice. 1) on the right hand side the formatting of the header is wrong (pdf export). The colon slides in the wrong row (see screenshot). 2) how can i change the order of name, company name and address? the surname and name of my contact is always at the top of the other lines. in the options i can only change the order of the things below the first line? I want the company name in the first line! Thanks for your help!How can i AD the NIF or CIF to our Invoices ?
In the CRM i have a field to show this but in the Zoho Invoice this dont show. How can i make it see ? Thanks a lot !How to remove past "Item Details" when making an invoice?
Sometimes it's useful to have past "Item Details" and sometimes it's not. When one wants to remove a past Item Detail, how does one do it? Hitting delete doesn't work. Right clicking shows no option to delete.Next Page
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Zoho Invoice Now Supports VeriFactu for Businesses in Spain
Starting from January 1, 2026, Spain requires real-time invoice reporting for all B2B transactions. From July 2026, this requirement will extend to B2C transactions as well. All reporting must be carried out through the VeriFactu to AEAT (Agencia EstatalWhat's New in Zoho Invoice | July - September 2025
Hello everyone! We’re back with the latest updates and enhancements we’ve rolled out in Zoho Invoice from July to September 2025. Here’s what’s new this quarter: Introducing the Singapore Edition in Zoho Invoice Share Invoices through WhatsApp GST 2.0Coming 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 Pages
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Zoho Invoice Now Supports VeriFactu for Businesses in Spain
Starting from January 1, 2026, Spain requires real-time invoice reporting for all B2B transactions. From July 2026, this requirement will extend to B2C transactions as well. All reporting must be carried out through the VeriFactu to AEAT (Agencia Estatal
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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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