I must include 3 fixed tax on subtotal, can you help me?
Hello everyone, I have a problem, I have to insert 3 fixed fees on my bills, for example: SubTotal: € 1600.00 (this is the total of my articles) Then in the final part of the bill I must add that my taxes are fixed: SubTotal € 1,600.00 ---------------------------------- PASSING INPS +4% € 64.00 TAX € 1,664.00 +20% VAT € 332.80 Invoice Total € 1,996.80 Withholding 20% € 332.80 ----------------------------------- Total € 1,664.00 and therefore the total that my client has to pay: Total: 1664.00 I have
What is typical time required to send invoice via zPost?
We are using zPost to send hard copy invoices. How long does it take for the mail to be sent? I sent yesterday and today it still indicates queued??
Zoho Invoice now includes Tax Groups
With the introduction of tax groups Zoho Invoice now lets you associate more than one tax to each of your line items. When you'd like to include more than one tax to each of your line items, you can club those taxes into a tax group and apply the tax group to the line items instead. Here's a link to our blog post that talks in detail about this interesting addition: https://blogs.zoho.com/general/just-in-tax-groups-in-zoho-invoice-zoho-books
Value of un-invoiced hours
Is there a way to view the value of logged time which has not yet been invoiced? I bill some clients when a certain value threshold is reached rather than on a periodic basis. Thx in advance Ash
Customizing Zoho Invoice
I am trying to customize Zoho Estimates and Invoices. What I want to add is a Total Savings off of MSRP at the bottom of both. Is their a formula that I can use for that?
Customer Information
Did ya'll recently make a change? I can't update customer information and it automatically get changed on invoices for that customer. For instance, if a customer has outstanding invoices and they change their billing or shipping info. when I edit their customer information, the system used to automatically change the info on the invoices as well. It doesn't do that anymore. This is an inconvenience b/c now I have to go in and manually change the info on each invoice for that customer. Please
How do I record cash payments from a customer?
My customer overpays all the time so there is always a big cash balance, credit balance due to the customer. How do I record these payments? Right now I am using "credit notes" but the credit notes were recorded as "sales" , which is not correct.
I want to limit User rights --> Should not be able to delete, export, etc
For safety reasons I want to limit the User rights. 1. Once invoice is created User should not be able to delete it. 2. User should not be able to copy, send, email, export database Are you planning to include these safety features? If not invoicing with Zoho Invoice is pretty unsafe. Thanks, G.
Limit of 50 items per invoice
When importing from csv invoices with more than 50 items there is an error message for every line of this invoice: There can be only a maximum of 50 rows for each of your entities. Please check and try again. Is there a posibility to overcome this limitation? (A few weeks ago it was no problem to import larger invoices.)
How to change Organization Name?
How can I change the name of my organization or Delete the organization and start over again?
Invoice time integration with project
Team, I do my project time in Project. What are the plans to interface directly with invoice? Thanks
Zoho Invoice and Billing a Customer On Site
Hello all! Let's hope I am not beating a dead horse with this one as I looked and didn't see anything. I have a Zoho Invoice Account and Paypal Business account. I am a professional photographer and shoot events onsite at ballroom competitions. The orders are taken for the photos onsite and then shipped to the customer approximately 1-2 weeks later after printing, color correction, etc... When customers purchase the prints from us, they will pay either via cash, credit card or check (people still
Will user parsing and permissions be possible after the integration?
We would like the ability to be able to view invoices by user and also customize permissions so only Admin can see all invoices and limit Staff to view only their invoices. Will this be possible
[Zoho Invoice] Addresses
It would be helpful to refactor Addresses in your services (specifically/e.g.: Zoho Invoice Customer Details) https://invoice.zoho.com/api/customers/<customer ID> So that the address elements in the Response are more obviously typed as Address. I think this would improve the clarity of your service(s) and it would help with the (de)serialization. E.g. The service currently returns: <BillingAddress>B-1104, 11F, Horizon International Tower, No. 6, ZhiChun Road, HaiDian District,</BillingAddress> <BillingCity>Beijing</BillingCity>
Billing period indicated in the invoice
Hello, I didn't find in the forums any topic about a similar request: is it possible to have showed in the invoice (maybe in a dedicated field) the billing period invoiced from a recurring profile? For example: if I issue a montlhy recurring profile starting from 01 January 2009, I'd like to see in the invoice generate from this profile a field like notes with "period since 01 January 2009 to 31 January 2009" (obviuosly customizable, I'd need to have it in italian language). Now I'm using the "notes"
Wrong email addres
Hi I created a Zoho Invoice account, and no i realized that my user name has the wrong email account, i was able to change it in the settings page of the account, but yet when i go in Zoho Invoice, under USERS, i still seeing the wrong email address, for each invoice i sent is being sent with the wrong address as reply address. However i saw that i'm able to edit other users account, and change their email address. where can i change my email address in zoho users? Regards
Cannot add credit to invoice
"Click here" does nothing, just see some javascript in status bar "Apply credits" from sidebar does nothing at all. Tried in both Chrome and Firefox. Turned off popups. No dice. I would really like to bill these people today. Help.
Are the main menu options configurable?
We don't use Estimates and would like to remove this tab from the main menu bar. Is this possible? Thanks EuGin
logo looks very jagged in invoice .pdf export
I'm noticing that my logo looks very jagged in the invoice export. I'm not sure why this would be the case since the logo has been uploaded with the requested specs (580x250) 300dpi, and the logo is a .png based on a vector design. Any ideas what might be causing this problem? Thanks, Brian
How do I change the invoice template so that the table for customer information and the table for products will start at the same line?
Dear All, I have tried to modify a invoice template. I have managed to make the design to almost fit my preference. However, there is one disturbing thing which I cannot solve by myself. You can download an pdf-file that shows the template and how I want to change it. www.myjoice.jp/print/Billing.zip I am sure it is a very simple and easy operation if you know HTML,,,,but unfortunately I do not know....so I need your help. Where in the html code and how should I change so that the both table will
Export to PDF
Hi, my problem seems to be slightly different to others. When I export invoices or quotes to PDF the characters just turn to windings. I cannot read anything and am having to send my clients a saved HTML. It has never been correct. Cheers, Barry
Tax Not Adding To Total!
Taxes are not adding to total invoice amount. please advise.
Time tracking-Taxes are not adding to total !!!!
Please help :)
Problem with empty placeholders
On an invoice template not all placeholders exist for all customers invoices. Examples are the %CompanyStreetAddress2% or %TermsAndCondition% ... But when we create a new recurring invoice we receive the message bellow. Can't we have placeholders in an invoice template that for certain customers are empty ?! ---------------- Dear Customer We were unable to send the invoice notification email for <CUSTOMER> for the invoice# <INV_NR> dated <INV_DATE>. The email was not sent due to the reason that we
zPost always in error
Always I'm trying to send a zPost I get a address verified error, I've try to modify address in other way (eg. remove comma, swap country/city). How the address is checked? Thanks.
Changing Terms in the invoice
Currently, i can only set the term in days, 30 day etc.. but i want to be able to put there the terms : 50% down and balance upon delivery but the system does not allow it. any advice?
Create a Task and Invoice all from same Form.
I am creating an invoice from within creator. This part works fine when I create a stand-alone form. I would actually like to incorporate the invoice form in with my task form so that I can complete all info at the same time. I am attaching the create invoice code at the very end of the create task code but only the invoice gets created and sent to Zoho Invoice. How do I code this to create a task and invoice all from within the same form. I have attached my code below. As stated, only the invoice
Web app(Beta) for Zoho Invoice, now available for trial
You can now take a test drive of our mobile app from your Android/iPhone browsers. As you all know, we began developing a mobile app for Zoho Invoice a little while back and we already have a beta version available for trial. You can access this app on your Android mobiles and the iPhone. On other phones the app would look brilliant if browsed from an Opera Mini browser. The beta version offers a read only view of what could be within of the completed app. This is just a beginning to something
Invoice says "pay via Authorize.net" want to change
Invoice says "pay via Authorize.net" I want to change the text to ready "pay with a credit card" and still use the Authorize.net . How do I do this for default invoices?
Transitioning from Customer Credits to Credit Notes
You added credit notes, but you took away the customer credit feature. I still need the features of customer credits. I'd use credit notes to for invoice billing adjustments, i.e., I over billed a client on an invoice, and preferred not to change the original invoice. Especially since the credit note requires you to select a service or product item. What if the customer prepaid on an invoice that had many item codes? Are we to create an item code for customer deposits or over payments? I prefer
Payment conditions not defaulted when creating invoice
Hello, Thanks for adding time tracking to Invoice, great! I noticed one thing; the payment conditions (for example: "net 30") from the customer settings are not being defaulted into the invoice, when creating a new invoice for a project. How can I get this done? Thank you in advance, Regards, Jeroen
Zoho invoice font colour needs to be improved
For some reason, the font colour control icon in this Forum is great and easy to use. But the font colour control icon for Zoho Invoice when designing a custom invoice is un-usable. The colour choices are bad, and the colour selection tool too awful to use. Can't you just insert the font colour selection icon tool from this forum into Zoho Invoice desginer????
SPAM Flagged
Any suggestions on how to stop getting emails Zoho invoice send out (invoices / payment notices) flagged as spam? Most end up in my client's spam boxes.
"operation failed" when importing Google Apps contacts to invoice
I get an "operation failed" message when attempting to import contacts from my google apps account to zoho invoice. Only a few come in of the approx 100 contacts.
Manual linking of contacts from google apps to zoho invoice account (Gmail Contextual Gadgets)
Hello, I am aware that presently there is Zoho Invoice Contextual Gadgets in Google apps gmail account where you can access customer details from the gmail. I am also aware that you can import contacts from google apps account to zoho invoice. This can be a useful features for most users. But there need a additional feature that is missing. For example, I have a contact in Google Apps, Mr John Smith [Customer Name] Adventures Company Ltd [Company] john@gmail.com [Email 1] john@adventures.com [Email
Billing customer in a different invoice
In Zoho invoice, one customer can have only one currency? I sometimes need to bill in different currencies to the same customer.
Detailed Expense Tax Report
I am in need of a report to list expense amount & expense tax. The Expense Details report does not show tax and the Expense Tax Summary is just that, a summary. Alternative is there a way to get this info directly from Zoho into Excel?
Sync invoices between CRM and Invoice
Is there any way to sync the CRM invoice section with Zoho Invoice? Zoho Invoice is exactly what I need, but I also use CRM which has Invoice capabilities which are too complicated for my needs...
Possible to export to CRM
Greetings all. First of all what an amazing suite, can't believe I've only just discovered ZOHO. Is it possible to export customers from invoice to crm, I believe you can do it the other way round. Thanks. Wayne
True Syncing between CRM & Invoice
Hi Invoice Team, why do you call the button "sync" under customer profiles in zoho invoice, when all it does is import data from crm. This is not true syncing, you should change the name to "import" until you have updated to support true bi-directional syncing of data. Just a suggestion, it leaves the user frustrated, as it implies something else. David Corcoran Batipi / Zoho Partner http://www.batipi.com
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