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,I need to create a branch, Zoho Support team cannot find answers
Hello Since I subscribed to Zoho, I have not been able to use it due to internal system issues in building the app, that even support team cannot solve these issues for about a month now. I feel I am wasting my time and money with Zoho :( I am a subscriberZoho Invoice's 2021 All Wrapped Up
Does Zoho Invoice has Chat support ??
Does Zoho Invoice has Chat support ?? Becuase i couldn't find ... Let me know if there is.. Thank you, Sidhant A.Payments diagram in mobile app
Hello. I like your service very much. It is probably on the the best sofwware for invoicing I have ever seen. Moreover, I think that Zoho Invoivce is the most advanced from the user experience perspective among other Zoho App. But there is one UX thingZoho and WHM/Cpanel
Is there any way to get Zoho (particularly Invoice) to play nicely with WHM/Cpanel? It would be great if they all worked together. I'd like to be able to administer my WHM from Zoho as well as handle billing etc. As I currently run a hosting company,Pay with stripe button doesn't do anything
I have my Zoho account linked with Stripe, but when I create a PDF invoice, at the bottom it says "Pay with credit card using Stripe" and there's an image of a little payment button, but in the PDF that button is just a picture, and clicking it doesn't do anything. I had this working at one point because I had a client pay via stripe, but now it's not doing anything. I tried switching invoice templates and double checked the integration between zoho and stripe, and I can't get it working. AnyoneWhy the API pages are Forbidden ?
403 Forbidden We can't use anymore this API ? What is the restriction with the free version of Zoho Invoice? Are you plan to do FacturX with PDF/A3 for the french government ?Customer-specific default Payment Mode
I have been able to set a global default for the Payment Mode (e.g. cash, cheque, credit card) when recording payments in Zoho Invoice via "+ Configure Payment Mode" in the Payment Mode drop-down when entering a new payment. I would like to be able toAttaching External Images to Invoice Templates
I have built a template that uses external images (stored on http servers) to display really good looking invoices. In the browser the images show up fine in the template. (<img src="http://xxxxx.com/images/invoice.jpg">) but when it prints to PDF, the only image that shows is the LOGO image that was set in the settings. Is there a way to get your PDF builder for ZOHO INVOICE (AND ZOHO CRM) to include external images in the Invoice?Problem with taxes in retainer invoices
Hello. I have a problem making retainer invoices in Spain. I issue a retainer invoice with taxes included. Then I apply that retainer invoice to a total commercial invoice. However, according to Spanish law, you should only deduct the total amount ofProblem zoho invoice in crm
Good morning i have an integration between zoho invoice and zoho crm but when i import quotes and invoice in a contact zoho crm i can see the link but when i'm going out from the page and i come back to the page i lose the link of zoho invoice. I have another problem i can not import the invoice and quotes in zoho crm potential client is not possible to see the link also here in the potential? thank you SimoneDoes ZOHO actually work for anyone?
Has anybody actually managed to successfully integrate multiple apps and have them work as they should? So far, I'm seeing bugs/issues with at least 4 apps (CRM, Books, Flow and Invoice) and the 'support' staff are yet to offer any help with even theCustomize Payment Stub
Is there a way to customize the payment stub that is sent out with the invoices? I see all the other templates to be customizable but not the payment stub.Mark Invoice Paid using Zoho API
Hello, I'm looking at the API's available and can't seem to find how to mark the Invoice paid using API :https://www.zoho.com/invoice/api/v3/invoices/ Is there a method I can use to perform this function? Thanks, HarsimratCredit Card Scanning on Mobile App
Hi there, I occasionally use the mobile iOS app for Zoho Invoice as a POS device for my business. It's pretty good (especially the QR code scanning when adding items to the invoice, oh my goodness it's so good) but there's 1 thing that I wish it had -anHow to add image to items list in Invoice or Estimate?
Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just becauseCalculating item rate automatically based on item total amount...
Currently, it seems that there is no way to add an item to an invoice, enter a quantity, and then enter a total amount for that quantity and have the software calculate the item rate automatically. Instead, you have to choose your quantity and guess at the item rate until you figure out a combination that matches the item total that you're looking for. Does anyone know a way around this?I want to insert Woocommerce product details in Invoiced Items, how can do this??
I want to insert Woocommerce product details in Invoiced Items, how can do this?? I am usin woocommerce plugin ,I want to insert by curl. Need to insert in Product name, List Price ($), Quantity, Amount ($), Discount ($), Tax ($), Total ($), Sub Total ($),Auto-charge may fail for recurring payments from 1 October 2021 (India Edition)
Hello everyone, This announcement applies to the India edition of Zoho Invoice. As per RBI's new regulations, which aim to prevent fraudulent transactions, your customers' card details that were stored before 1 October 2021 cannot be used for automaticRemoving Sent Using Zoho Invoice from subject header on client emails
I've tried locating where to turn off ZOHO branding in settings in various locations in ZOHO Invoice but to no avail. It is super tacky and unprofessional to have that at the end of every client email subject header. Any ideas on how to get rid of that?VAT in retainer invoices
Hello, I've just noticed that Zoho does not mention VAT in retainer invoices. Retainer invoices must have VAT... it's the law! Is there a way to do this? Otherwise, the entire solution just cannot be used. This is a huge show-stopper... thanksHow to POST data via API to Invoice Item Custom Field
I would like to use the API to POST hundreds of Sales Order Items to 1 invoice. It seems there is no built-in way to convert 100s of Sales Orders to 1 invoice, so I thought that I could just use API to post all of the items from all of the sales orders to 1 invoice. This seems easy enough, but I need a custom field on the items to record the sales order ID #. so, my invoice would have hundreds of lines like: SO ID | Item | Quantity | Rate | Total G1234 | shirt | 5Pay Invoice via Stripe or 2checkout - optional
Hi, We are trying to use Stripe and 2checkout for payments in Zoho Invoice. However, whenever a user tries to pay the invoice, only 2checkout option is being used when both of these options are checked. Furthermore, if we deselect any, the other optionHow do I import Invoices from Freshbooks?
We're wanting to move from Freshbooks (FB) to Zoho Invoice for a few reasons. We have a lot of invoices in FB and would like to move them over. For some reason FB's invoice export is very weak - it only exports: invoice_number organization fname lname amount paid po_number create_date date_paid terms,notes Is there a widget or a way to port the invoices over using the APIs? It is literally impossible to do with the FB export - it simply lacks the info needed for the ZOHO import. JacobRemove "Balance due" from invoice
Hi, Been searching for hours now, is it really not possible to completely remove the "Balance due" this from the invoice template ? By the way...some of us who know html preferred the old way of customizing templates... Thank you in advanceZoho Invoice Zapier Integration Broken
Is anyone else having problems with their Zoho Invoice integration with Zapier? My integration broke about two weeks ago and has been causing me major problems ever since. My first problem is that whatever update they did removed the customer fields fromDue date to automatically sync with google calendar
Hi, We are an events company. First of all there is no field for event date in zoho estimate and invoice. Currently we are using Due date as events date. Another problem is there is no way our google calendar is able to be auto updated when the due date is updated. So far, your team has informed that they are only able to sync invoice date to calendar. But it will be of great help if you are able to link due date to calendar. In that case we do not have to manually key in our event dates in our[INVOICE] - Set Global Preset Options for Invoice Item Names and Descriptions
Hello, Currently I have noticed that each individual project can have it's invoice preferences set, so that when it comes to invoicing it's simply a case of selecting the project and adding to the invoice - the fields have already been assigned - as theTravel company
i own a travel company and have multiple suppliers who issues invoices to be paid by me, is there any easy method where i can add them in Purchases as it is very confusing, Also is there any manual specifically pertaining to travel companies , if yesPayPal payment issue
Hi all! I have an issue with one of my clients not being able to make a payment via paypal. They have said they have submitted the payment but nothing as come into my PayPal account. The below is visible when looking at the invoice payment: Please canProject based on Daily Rate?
Guys, how do I define a new project based on Daily Rate instead of hours rate? I'm paid by day not by hour .. thx for the support.How to GET invoices by custom fields?
Hi! I'm trying to GET invoices by contact id and a custom field. Let's say I have a custom field with label 'userId', and I want to search for an invoice that it's userId == 2. What's the correct URL to GET in my request? right now I'm trying without success: https://invoice.zoho.com/api/v3/invoices?customer_id=<contactId>&custom_field=userId=2 Thanks a lot!How to filter Zoho Invoice API data with DateTime ?
Hi Expert , I am New user for Zoho Invoice API , I am not able to filter get data with datetime . Please share any document where we can get help on Datetime filter on API data. Please help me i am stuck for it. Thanks Surajit KunduNext Page
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Announcements
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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