How to add COMPANY name of customer to show on Invoice
Currently I can only add billing address of the customer, but it doesn't show their Company name. Can I also show Company?Customised report - payments received but including tax amounts
Hi, I'm looking to create a monthly report that will give me the total of all payments received during that period. The problem is I need it to break down the tax amount and tax type on each payment received. Is there currently anyway of doing this?What's New this May 2022 in Zoho Invoice?
Hello, everyone! Whether it's a new feature or a few tweaks to an existing one, we are always on the lookout to improve your invoicing experience. Here's a run-through of everything that was added to Zoho Invoice in the past month: Display QR Code inset pay terms
I create new invoice, the terms default "due on receipt". How to change the default to Net 30? see the below pic:Get the best of Zoho Invoice and Zoho Mail, together
Hello everyone, Sending invoices and emails has become an indisputable part of running any #SmallBusiness. Zoho Invoice's integration with Zoho Mail lets you access all your email interactions with each customer by linking them directly to the respectivecustom fonts
We just try to create some custom templates and already managed to add some custom images. But another important feature is to add our custom fonts, because they are part of our corporate identity. Is there a chance to include a font file (maybe in css3 style). Do you use a browser engine to render the PDF-Documents? Webkit? Thanks and regards, maxusAm I able to use Zoho Invoice free and Zoho Books free at the same time?
Hi, I initially paid for Zoho Invoice. They then made it possible for me to use the free plan for my clients. I then thought I would upgrade to Zoho Books. Liked using it (although I still can't login to my bank) and started using it. Now that the freeInvoice with separate supplies and services sub totals.
I am a handyman that charges for services or labor and also supplies. I have always thought it would be good to have sub totals of all the labor charges and sub totals of all the supplies and then a grand total. Any suggestions on how to do this....ThankOnline invoice payments via ACH bank transfer!
This is a great feature available in Quickbooks Online. The best thing about it is that they only charge $.50 per transfer! That's inexpensive convenience for you and your customers. How about it?Automatically add tax to invoice?
Hi there, I'm trying Zoho Invoice. It seems pretty functional so far. However, when I create an invoice it doesn't automatically include taxes. I've defined one, and I can select it against a task while creating the invoice but that leaves me open to making mistakes and forgetting to add the tax. Which I'm prone to do. So far I haven't seen a way to define default tax for a customer, project, or task. Is there a way? Thanks, AndrewAnyone familiar with Zoho Invoice as a plugin with Google Workspace?
I'm trying to use Zoho Invoice to send invoices to customers. I am trying to import customers from my contact list from G Suite, but on the Zoho website it will not connect and only will show this error. I do not want to have to manually add dozens ofPage number in invoices (PDF)
Hello Zoho, is there any possibility to add page numbers in multi page invoices when generating a PDF file? Generally it would be greate if there were a possibility to add a kind of a "footer" element in the invoice template, which appears on every page in the generated PDF file. Regards, AlfredInvoice API create customer - response on duplicate
When trying to create an already existing customer (customer name), the API returns a Code = 1001 and Message = The customer "xxxxx" already exists. Please specify a different name. I think it would be very interesting for the API to send out also the customerID of the already existing customer, with no further need to make a new 'find a customer' API search call based on the customer name to retieve the customerID.How to import invoices with multiple taxes
I need to import invocies generated before switching to Zoho Invoice. My invoices show 2 taxes (Federal and provincial taxes). In the provided samle of csv files, we can see 2 taxes (tax1 and Tax2). However, when I run the invoice import wizard, I am only able to map Tax1. Could you please help me with that ? ThanksZoho Invoice: A complete tutorial
Hi everyone, Having an invoicing tool that takes care of your estimates, invoices, expenses, payments, and more can really simplify the life of a freelancer or a small business owner! Zoho Invoice is a powerful invoicing platform that helps you craftReport showing discounts from invoices?
I've gone through all of the reports in Zoho Invoice and searched the forums for possible answers, but have not found a way to see all of the discounts that I have issued clients. Is there a way to see the discounts without going into every invoice and manually viewing each one individually? Ideally, I would like to be able to generate a report similar to "sales by item/customer" that would show the discounts given on all invoices for a given date range could be grouped by either item or customer.What's New this March 2022 in Zoho Invoice?
Hello, everyone! Zoho Invoice gets regularly updated with features that help you simplify business invoicing. Here's a round-up of what's new this March: Integrate With QuickBooks Online (US and UK Editions) If you’re using QuickBooks Online for accountingMandatory compliance with anti-fraud law in France
Hi guys, as of January 2018, all French companies are obliged to only use software that is compliant with their new law against tax fraud. Can you let me know whether Zoho is compliant? I have attached a document that describes this. Thanks!Updating Contact API
Hello, I am trying to update a contact created with the API. The creation works fine but a simple update of the currency or company name doesn't work i get { "code": 57, "message": "You are not authorized to perform this operation" } I verified the scopePrompted to upgrade to a paid plan?
While I attempt to create an invoice for a new customer of mine, I receive an error stating that I need to upgrade to a paid plan for more than five customers. Is this a glitch? I thought there were no hidden fees and this was free forever? PleaseI cannot access my ZOHO invoice account.
I changed the monthly plan and suddenly locked out from my account. All data are remaining in that account. Need help immediately.No payment link/option when viewing invoice online
I have sent out several invoices via email, as I have been doing for years, and when the customer clicks on the payment link the invoice displays but has no option to pay the invoice. I've verified the payment gateway (PayPal) is setup. I've reset theHow do I revert to the old version of Zoho Invoice
Hi, When I last logged into Zoho Invoice, I was presented with an option to move to a new version. However no-where did it tell me that I would now be sending adverts for Zoho every time I sent an Invoice. How do I revert to the old version where my InvoiceHow to change the e-mail/user ID sent from the invoice
Hello, I'm trying to change the E-mail ID that displays when I send invoices to my clients. I would like it to be the company name rather than my name. I tried going under change E-mail ID and I changed the primary e-mail and edited my display name/nick name however this did not update my ID. Please help. Regards, ReviMultiple Terms and Conditions
is it possible to have different terms and conditions for each invoice template in Zoho Invoice? I need to invoice customers with different terms and conditions than the invoices that go to my suppliers. Thanks!How can I get invoices into Quickbooks
We've been using Zoho Invoice now for just under a year, and overall I really like it. That said, our accountant insists that we keep using Quickbooks for our business operations because Zoho Invoice is only an invoicing app. We looked at Zoho Books, but it's not even close to meeting our feature requirements. There must be a way of somehow generating a report in Zoho Invoice, then somehow importing the invoices into Quickbooks. I can't believe I'm the only person that needs to do this. Does anyoneZoho Invoice and QuickBooks Online Integration
Hi everyone, Today, small business owners often find it difficult to manage their accounting and invoicing in one place. Zoho Invoice's integration with QuickBooks Online can help you account for all the sales transactions automatically and simplify yourExporting Zoho Invoices into Quickbooks
Is the a way to export Zoho Invoices into Quickbooks or other accounting software? SmallBiz Online 360° http://smallbizonline360.wiki.zoho.comStripe and Bitcoin
Hello, I just added my Stripe account to my "Zoho Invoice" account. Stripe allows you to receive payments by Bitcoin. How to accept the Bitcoin with integration? Thank youHow to create a negative invoice
This message appear when I want to create a negative invoice. "An invoice can be created only when the total amount is greater than zero." Why I can not create a negative invoice for my customer that wants me to pay a comission for his services? TYAdd Payment Status to Expenses
Hello developers, I would like to request an important feature: Add the expense payment status. - Paid - Not Paid For example. It's possible?How to add field "Original" on invoices, according bulgarian law?
Hello, I am using since 2 months the zoho invoice, everything works so far well - automatic invoice e-mail sending, etc. etc. So far I really love the software and it is the best one I ever used. Unfortunately there is one problem I still found no solutionPortal invice no password?
whenever i create a new customer, and/or send the portal invite they get an empty password field. So they cant logon. I have told them to click reset/forgotten password but surely the invite should include a password?How do you create a packing slip
Invoices are great, but how do you create a packing slip for that invoice?Streamline your Client Collaboration
Hello everyone, When it comes to invoices and payments, the biggest blessing for a client is to track them all in one place and stay organized. Fortunately, Zoho Invoice makes this possible through its interactive 'Client Portal' feature. If you aren'tCan I archive an invoice without deleting it
Hi, I am wanting to move my paid & fulfilled invoices to archive so I can separate out the ones with items not sent & those that are fulfilled. Thank you.Zoho Support taking too long to resolve invoicing issue
I've been waiting for a problem to be fixed with my invoices. I reported the error 2 weeks ago and still waiting for a response. In the meantime I cannot send the invoice I need, which means I'm not getting paid. Not good when you're self-employed. PleaseDispatch From - Not getting displayed in Invoice
Dear Sirs I am unable to see the "Dispatch From" details selected when creating an Invoice, to be displayed in the Template. I do not find any option in the template configuration to display the same."You have crossed the maximum number of contact persons that can be added."
One of my clients has changed her email address but I need to add her new email address to the "Email to" at the bottom of the invoice page. But when I tried to add her new details to the "+ Add New" I get the following message: "You have crossed theMonthly Retainer Invoice with task and hour list
I'm about to start a monthly retainer engagement with one of my clients. I'm going to charge the monthly retainer fee, and would like to list the hours for each task, which should not accompany with the hourly rate. I have 2 issues formatting the invoice,Next Page
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What's New in Zoho Invoice | Jan - Apr 2024
Hello everyone, We're glad to meet you with the latest set of feature updates made to Zoho Invoice from January to April. Keep reading to learn more about them. You'll learn more about the following feature updates: Safaricom M-Pesa Integration [KenyaZoho 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 thanXero Integration with Zoho CRM
Hello! Suvichar Technologies, our partner, has developed an integration utility that lets you sync your Zoho CRM accounts, contacts and invoices with Xero (a popular Accounting package). Vinay Joshi, CEO of Suvichar Technologies, has posted about this integration in our blogs. Read More. Do try this integration and let us know your feedback. Regards, Sharanya R The Team Zoho CRMZoho 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 collect
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Custom fields in Invoice Template
Namaste, Need to add two custom fields to my invoice template, Project Manager and Project Number which can be entered at the time of invoice. Is this possible? Any help is greatly appreciated. Thank you, SriHow to update custom field for each invoice item by deluge ?
I have below code to try to update custom field named "Com". When I run it, I get this error message "{"code":15,"message":"Please ensure that the invoice_items has less than 100 characters."}" The reason I tried this way is because I didn't find how
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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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