Pdf print 2 page
All , i am new in zoho i try to download invoice but its showing me 2 pages invoice as i attached also stamp and signature but invoice is not that big long then why its convert in 2 page after downloading in pdf
Emails showing HTML code when being sent via API
When I try to email an invoice to a customer using the Zoho Invoice API, the customer sees a bunch of html code beneath the subject line (in the message preview). Please refer to the following screenshot taken from my iPhone's native Mail application:
Convenience Fees
I use Zoho Invoice for invoicing my billboard customers. I have a few customers that want to pay using credit cards and ACH. As a result, I have integrated an Online Payment Gateway (Stripe) for these customers. I currently charge these customers a "Convenience Fee" of 3% for using this service as I typically only take checks as payment (and the gateway charges 2.9% + $0.30 per transaction). I do this by creating a separate line item on the invoice and adding 3% to it. I would like to offer
Stripe integration questions
Hi, I am just integrating Stripe with Zoho Invoice so I haven't tested it yet. When a client clicks the link to pay online within the email, I assume the %InvoiceURL% goes to something that is connected to Stripe? Stripe offers ACH as of January 2016. When clicking the same pay online link, is the ACH option there along with the various credit cards that Stripe accepts? Thanks, Helen
TIPS AND TRICKS #9 - Displaying different bank details on invoices
Most businesses will have customers from foreign countries. In that case, you might need to display different bank account details in their invoices. With a few simple steps, you can easily create a new template with the necessary bank details and associate
Removing Fields
Hi Is it possible to remove fields. e.g. we don't need a "Quantity" nor "Rate" as we don't deal really deal with item products nor charge on a time and material basis. Thanks Eugin
Invoice API Feature: method for "updated since date"
In my application and, I would think, in those of most other developers, I the developer have no use for getting all of the invoices (or customers or items or payments made, etc.) after the first time. Too much data exchange. Just give me what has changed since I last checked. I suggest creating a GET method something like https://invoice.zoho.com/api/[invoices]/modified-after/ where one of the parameters is a time stamp string (i.e. yyyy-mm-dd hh:ii:ss). The response would list all [invoiced] modified
TIPS AND TRICKS #8 - Collecting online payments for multiple invoices at once
Sometimes your clients will have multiple invoices due and it will be a hassle for them to get all the invoices in order to pay online. With the tips mentioned below your clients will be able to pay for multiple invoices at once online. How does it work?
Is multiple invoice e-mailing possible?
I wonder if following is possible: When you are in the invoice view, assume you have five invoices to five different customers that are pending (you have just created them, but not sent them away yet by email.) To the left of every invoice in the overview list, you can tick a box. Is it possible to check these boxes for the five invoices and have them sent away by email to each customer with one command? Look forward to hear your response on this question.
TIPS AND TRICKS #7 - Currency formats
Currencies displayed in transactions in Zoho Invoice will have a specific format. This format can be changed as per the user preference in a few simple steps. How does it work? ♦ Navigate to Settings >> Currencies. ♦ Select the currency for which you
Total Sales and Base Currency Compared to Receipts.
Hi, I'm extremely confused about how currency conversion is happening. I'm inputting/importing invoice in dollars to the invoice application. I'm applying a payment on the date the invoices were raised on another marketplace application I work through
TIPS AND TRICKS #5 - Recording Multiple Invoice Payments and Storing Credits
There might be situations when your customer pays for all their due invoices using any offline payment method. In addition to that, they might also pay an advance amount for their future invoice(s). It will be a hassle to open each invoice and record
Zoho 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 customer
TIPS AND TRICKS #4 - Dashboard Tips
The importance of a comprehensive Account Receivables dashboard can’t be overstated. Zoho Invoice offers an insightful dashboard that gives you a clear picture of your company’s finances, key performance indicators and real-time summarized AR data. Let’s
Display timesheets entries used for a given Invoice
All of our invoices are based on Projects & timesheets. Once an invoice has been created, how can I see all the timesheet entries that made up that invoice? If I use the current Timesheet view, it only shows Invoice numbers when I hover over a timesheet
Track Time In Zoho Projects or Invoices?
Correct me if I'm mistaken, but Zoho Invoices doesn't sync time sheets with Projects, does it? That is to say, if I track some time in Projects I can't see those entries within "Time Tracking" in Invoices. And if I track some time in Invoices those entries aren't available to me within Projects. Is this correct?
Time Tracking
I'm wondering if there's any 3rd party timers that would work with Zoho invoice. I find the zoho chrome timer to really be lacking. I'm always forgetting to stop it because it gets lost in all of my other windows. Even a solution like zapier or iftt might be good, but I can't figure out the best way to handle this.
Logging time within Time Tracking
At the moment I use the call logging feature of CRM to log time spent on clients work. Its nice to be able to start, stop and pause the timer and record how many hours I need to bill the client. Any chance of implementing this in Zoho Invoice's time tracking feature The same interface as CRM would be great or a simple start/stop/pause/restart timer.
TIPS AND TRICKS #3- Item Header and Bulk Add
When creating a sales invoice, you may want to divide the line items into several groups or categories and send it as a PDF file to customers. By including headers while adding the items to your invoice, you can separate the list of items into as many
TIPS AND TRICKS #2: Report with details on invoices created from Recurring invoices.
If you are a business who bills customers recurrently, you might want to see all the child invoices that are generated for all recurring profiles over a specific period. This simple trick in the Invoice Details Report can help you with that. Here's
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 ASAP
Email 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 email
I 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 inclusive
Percentage 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.
Creating 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?
Placeholder for Item
Hi Could someone please advise what the placeholder is for Item on email templates. Thanks!
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 Here
Sort 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 Description
How 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/BK0XQVxYPU03
Invoice 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 various
As 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 external
Invoice 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 integrated
Invoice 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.
Zoho 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 portal
How 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-tracking
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?
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