How can I update my timesheet?
When I have input my timesheet, how can I retrieve it for modification?Change System Logo
I want to change the System/Org Logo following this instructions: https://www.zoho.com/invoice/help/settings/online-invoice-settings.html#logo-and-themes The problem is that, as directed on the link, there's no Settings Tab, Setup Tab or anything alike. Please help. I am on the 15$ plan. Thanks.Customize Zoho Invoice
Can you put in a formula into a Zoho estimate or invoice?Send reminders based on invoice/product type?
I have two types of products: One is product-based and invoices are all individual. The other is a service set up with auto-recurring invoices each month. I have an auto-reminders set up to tell people when they are past due. However, when the service is past-due I would like to have some additional information like "Your service will be terminated if not paid, etc" to warn them ahead of time. But, I don't want this on all of the reminders since it doesn't apply to the product-based invoices - onlyEstimate change to Quotation
hi friends, I am using zoho invoices, But I need customize estimate title to quotation, Because this word "Quotation" is popular in my country (Malaysia). How can i do? please advice. thank a lot.Undelivered mail with Zoho Invoice
Hi I'm using a Google Apps domain which I have integrated with Zoho CRM. When mailing an invoice with Zoho Invoice - I get the following error: Hi, Your message to the following recipient was not delivered. Please find the details below. Bounce Details: Bounced Address : user@mydomain.com Bounce Reason : policy-related Daignostic-Code smtp;550 5.7.1 Unauthenticated email from mydomain.com is not accepted due to domain's DMARC policy. Please contact administrator of mydomain.com domain if this wasZoho Invoice will no longer support XML APIs.
Last year, Zoho Invoice enhanced its APIs and shifted to REST based architecture. Ever since we published REST APIs, we have been encouraging our customers, who are developers to shift from XML. We have also helped several of our customers to successfully switch to REST. For more information on our latest version of APIs, please refer to this link . Due to the availability of a more advanced version of APIs, with effect from January,15 2016, we will no longer support XML APIs. If you have any questionsWorkflow Automation
I would to have Zoho Invoice send an email (reminder) when I have a land lease payment due, based on Recurring Expenses "Next Expense Date". I am trying to accomplish this by creating a Workflow Automation rule. The problem that I am having is I don't have a trigger for this action. I am currently only able to do the following: Execute the workflow when "Recurring Expense" is created, edited, created or edited, deleted. I chose Created. I need a trigger filtered by "Next Expense Date" so thatE-mail address
I just paid for a Basic Account. Can I send from more than 1 e-mail address. I tried to add 2 more E-mail addresses, but the Zoho e-mail message sent to me did not have a button. Zoho message said: To verify the same, please click on the 'Confirm Email Address' button, found below. This link will expire in 7 days. But no button was present.Looking for a additional feature as QTY PER METRE
Hi Team, In zoho invoice normally we are having feature which describes about qty, amount and so on... but am looking for a feature called qty/metre. For eg. in an item description it's about cable wire, there am looking for an option which gives laying of lan cables in per metre format. So my request is for replacing qty to qty/meter. Kindly let me know how i can get that feature or if not if you people can develop and let me know. Thanking in anticipation. Regards, Rajesh SAutomated Reports
Hi, I see the following on the Zoho Invoice Release Notes Nov 4, 2015 Schedule reports on a weekly, monthly, quarterly and annual basis, and have them emailed to you I cannot find any way to set this up. Can you explain on how to use the scheduled reports?Adding a BCC field to invoice emails
Hi Team, What chance / probability is there of addinga BCC field to invoice and estimate emails? It would certainly help me and, I believe, countless others. Thanks for listening. Regards, MarkNew Custom fields
Hi, I noticed an update that you can set a type for Custom field (https://www.zoho.com/invoice/whats-new.html), but I don't see any difference in settings. But while trying zoho books this change is there and usable. Am I missing something here or why zoho invoice does not have this feature visible. Regards UrosCreate Scheduled Reports
Want a report to get emailed each day and/or week - how to do so ? (ie- Detailed Time-Sheet)Edit Expense Categories in Projects
Is there a way to change the expense categories? Or at lease make it so I can type in the expense? Mine often do no fit into the overarching categories. Thanks!Full list of placeholders
Hi, I want to include on the email communication the Carrier and tracking number but can't seem to find which is the place holder. Please helpPrices including VAT in ZOHO invoice
Hi there! I am considering becoming a user of ZOHO invoice. Very happy with the system but I am missing one feature. I would like to add a price including VAT but is currently only seems possible to add VAT exclusive on top of the product price. Can anyone let me know if this feature is possible at all? Thanks MerlijnDelete all
I have been testing the system, and now wish to start using it for real business transactions. I have management to delete invoices, but need to delete all totals as well as receipts related to invoices , how can I do this? (Basically I want to reset everything in the account to zero)Link a deposit to a quotation
Is possible to make several invoices linked to one quotation?Introducing Workflow Automation in Zoho Invoice
Hi folks, Zoho Invoice is glad to announce yet another feather to its cap - Workflow Automation. Yes, to those who wished for this feature, it is now available :) and to the rest, its a surprise treat that's going to make your work easier ;) Have you ever felt bugging to monitor, if there are any Estimates created with enormous discount margin? Have you ever wanted to automate an email whenever such an estimate is created in your organization? Or, has it ever been painful to update a custom fieldShare test organization between Zoho services
Hi there! Our team uses Zoho Subscriptions API by test organization. We want to use Zoho Invoice API for downloading pdf-version of invoices. But we don't understand how we can share single test organization between subscriptions and invoice services. Please tell me how we can generate valid api authtoken for Zoho Invoice using organization id from Zoho Subscriptions. Cheers,Fixed cost per task
Is there any way to assign a fixed cost per task, but track time for internal reporting? Don't see a way to do this currently.How to enter an expense refund?
I had an expense for my business, non-client billable, that I had created. A few weeks later due to some poor customer service issues, the company refunded that month's charges to me. How do I enter this type of refund in Zoho Invoices?Can we remove Rate and Qty from Invoice
I want to remove the rate and Quantity columns from Invoice. Is that possible ?Auto Send Report of Upcoming Reocurring Invoices for the Upcoming Month
I'd like to have Zoho Invoice email me a report of recocurring invoices that are about to generate next month. The Use Case I'm trying to solve: I'd like to be reminded that I have client domains that are up for renewal as I will be personally charged to my credit card and I want to confirm with my clients they plan to keep the domain before I get charged and have to pass the charge on to them.Portal attached to wrong account
Hi, I didn't realize I had an old Zoho account, attached to an old email address. I also have an account with my current email address. I created the portal for Invoicing in the wrong account. I didn't realize I should have renamed it before I deleted old account. I am unable to create it in the newer account, because it saying it is already taken. Please advise.Is it possible to do this? Italian taxes
Hello, I'm about to buy a subscription for Zoho invoice as it seems really good, but I am not able to find a way to make things work like this: I'd like to have two kinds of invoices/estimate: 1. "normal" invoice. Eg.: Cost of service = 1000 € IVA (22%) = 220 € TOTAL = 1220 € I'd like to have the possibility to enter the cost of the service (tax exclusive) or the total (tax inclusive), but for some reason with the latest option I always get Cost for service = TOTAL. 2. Invoice with "ritenuta d'acconto"How do I add a logo to the signature in ZOHO Invoice
Hi, Please advise me how I add a logo to the signature in ZOHO Invoice. Thanks Grahamgrouping clients
I think that you can make an interesting feature for Invoice: posibility to split your clients in groups. That is good if you want to sort all clients that are billing each 2 months, the clients that need a reccursive bill etc.Timers dont really workout well for me?
Hey, I currently use Zoho for invoices and an iPhone app for tracking time as Zoho doesn't really work how I would prefer. My workflow is that I have numerous clients, all pay a different hourly rate - but I dont really have projects - i just need to clock in and clock out and generate an invoice. The zoho time logging only works if you have a project - I could make a project for every single client but then It just gets too messy. Is there a possibility of soho changing how timers work in the futureInvoice API - You do not have access as your account is disabled. Please contact your administrator for details
https://invoice.zoho.com/api/v3/invoices?authtoken=*******************************&SCOPE=ZohoInvoice/invoiceapi&EMAIL_ID=********&PASSWORD=***********&organization_id=********* I am getting this error while requesting invoice api ? {"code":6018,"message":"You do not have access as your account is disabled. Please contact your administrator for details."} Already checked i have access to my account? Anything wrong in the query ?How do I make the time spent on a task to show in the time column when creating an invoice.
Hi Zoho, I have created a project where each task is time based in minutes. For example. I have had a phone conversation with a customer, which took 15 minutes. Then I used the android to record the activity. I scroll the time duration and then set it to 15 minutes, enter the details and then save. At the end of the month, when I try to create an invoice, I need to be able to show each event in the record. This works fine, but the problem is that in the time column, it either show "0" or "1".Reports without taxes included
Hi all, My first question in this forum so please forgive me if it's not the right place to post this. We've been using Zoho Invoice for a while and it would be really handy to have the reports (invoice details, estimate details, etc) without VAT as that's the way we report books here in Spain. All forecasting as well as all book keeping is done always without VAT. Also, not all our clients have VAT (inside the EU VAT is not charged in destination countries) so it's not as simple for me to just getConditional placeholders
I would like to show to show the customer address as below. %City%, %State% %ZipCode% Since some of our customers do not have an address filled, the invoice ends up having a comma [ ,] where the address should be which makes the invoice look unprofessional. Is there any way in Zoho invoice to put a comma only when the fields exist?Linking Zoho Invoice Contact ID with Zoho CRM Contact ID
Background: - we use Zoho Invoice to create new contacts and create invoices for these - we use Zoho CRM to manage our contact database (we are in B2C, thus contact = customer), manage campaigns and communication. A few contacts are created in Zoho CRM. - we set up a SYNC BOTH WAYS between Zoho Invoice Contacts and Zoho CRM Contacts. What we want to do: - download data from Zoho Invoice, slice and dice it and upload it into Zoho CRM (contacts) Issue: - there is no unique key between the contacts.Missing Invoice from 28/07/2014 20$
Missing Invoice from 28/07/2014 20$ User - shaya770@gmail.com Please, help!Problems getting to invoicing...
Why can I not get to my invoices? Has something changed? I can no longer access my clients. Please help. Step by step directions would be very nice.Wanted to upgrade my account and want to pay by Paypal
Hello, I want to upgrade my account but willing to pay by credit card. Is that possible? MikeRetainer rollover hours
It's hard to break down billable hours to exactly the amount of the specified retainer invoiced. Can you have hours roll over under time sheet for new retainer invoices?profit calculation
Can this be done in Zoho Invoice as well? In CRM with a little script you can calulate with a little formula the profit on a opportunity. It would be great to calulate profit made on sold items invoiced by Zoho Invoice. Fe. using list and purchase price of the Products module out of CRM Let me know Jean-Paul Damen INTERNET OVERAL The Netherlands Zoho Alliance PartnerNext Page
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Announcements
Charting the 2025 Voyage: Zoho Invoice's Year in Review
2025 has been a year of progress, productivity, and purposeful growth for Zoho Invoice. From expanding into new regions to refining everyday workflows, each update was designed to help businesses stay compliant, get paid faster, and work with confidence.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 Email
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Charting the 2025 Voyage: Zoho Invoice's Year in Review
2025 has been a year of progress, productivity, and purposeful growth for Zoho Invoice. From expanding into new regions to refining everyday workflows, each update was designed to help businesses stay compliant, get paid faster, and work with confidence.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 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 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 requests
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