Tax rates not appearing on invoice pdf
Hi! I cannot see the tax rates on invoces when I generate PDFs. Why? Default templates should have taxes. I tried to edit column manually and add it but I don't know how to add a column to the table in a template editor.
Adding Users
How do you add users to the account and allow the users to access the the same invoice account? How can the users log in and create an invoice?
Creating a Custom Payment Term
Hi.. I'm trying to add a custom payment term to my invoices. I tried following the instructions given in amministrazionentw's (Filippo's) previous post but I don't seem to be getting anywhere. I want to add a term value "Ship on Receipt", so that it shows up in my drop down list of terms to select. (For customers who have already sent a check for their goods.) Can anyone help me with a detailed step by step on how to get the job done? TIA, Barb artgalstudio
separating totals from sub totals on invoices
Hi, I cant separate the sub total from the total in my invoices.
Call Invoice from Creator?
Is is possible to create an invoice upon clicking the 'Submit' button in Creator? I have a registration form in Creator and I would like to send customer and item information from there to Invoice so that my customers can register for an event and make payment in the same workflow. Ideally, Invoice would send a 'transaction complete' message back to Creator, but that may be asking too much. Thanks, J--
recurring invoice
Hi, 1. Is there a way to create a recurring invoice using the invoice API. I really hope there is but I dont find it in the API documentation 2. Is there a workaround for supporting the autobilling feature of paypal/authorize.net since invoice doesnt support it yet? Is there a workaround using the API? Please do reply ASAP. Your help is very much appreciated. Thanks
Can you use Zpost in Canada?
Hi there, love the zpost ability, does it work in Canada as well? Thanks! Lauralee
Plugin for Zoho Invoice
Is possible develop and add a plugin for zoho invoice?
custom column
Dear all, Except default column, like item, Description, Qty, Rate, Tax, Amount, can I add custom column and how to add? Thanks
Tax doesnt show up on generated PDF
Hello All. This is my first day with Zoho and I have a problem, I have created a new invoice which appears correctly on screen but when I create a PDF the tax fields are left blank. The total is correct it just doesnt show any data for the taxes. Can someone give me a hand, Thanks
Support Traditional Chinese?
1. In create invoice page, it can only use the pull down menu to choose customer or type English character, however, it is unable to type Chinese. 2. To create PDF invoice, it cannot display Chinese. How to fix the problem
You do not have permission to access Zoho Invoice.
I am the Google Apps Administrator. Zoho Invoice shows as installed and enabled. I can also select it from the menu on my non-admin id. But all I get is this message "You do not have permission to access Zoho Invoice. Please contact your Administrator." Please reply with solution. I see others have had same problem for Zoho CRM.
Traditional Chinese Fonts @ custom template
I want to show Chinese characters in my invoice. As I know that currently I can use custom template to do so, but there is no option for me to choose the font type. I would like to suggest you have to provide the following font type: Traditional Chinese Fonts: 細明體 新細明體
Multiple cc's for email?
We are close to subscribing to this wonderful application. One issue we can't resolve is how to have multiple copies of an invoice posted cc'd. eg cc fred@company.com; pandit@company.com (etc...) In Outlook a semi-colan";" is sufficient to indicate there is more than one person copied. However Zoho Invoice responds in red that this is a invalid ID and will not send, unless it is just one addressee. Is this a feature? Is it possible in Zoho Invoice to have multiple email addressees. If so, how? Regards
show credit in invoice
Can I show the available credit amount in the invoice?
Downgrading Subscription from Yearly to Monthly
On 7/30/2010 I upgraded my account to the standard zoho invoice plan. When the upgraded processed I was charged the yearly fee instead of the monthly fee. I have called you all 3 times since 7/30 requesting the my account be changed to monthly instead of yearly and that the extra funds withdrawn from my account be refunded. I've been assured several times that this would be taken care of in 72 hours and it has not. I NEED THIS TAKEN CARE OF ASAP!!!! The invoice # is INV-139517
Reports: Revenue by staff
Hi, I really need this report added to the Invoices Reports section: "Revenue by Staff" This is needed in order to allocate sales commissions at the end of each month. Will this be implemented soon? Thanks in advance
Nicer looking emails in Invoice
Hi, I have been experimenting with using Zoho Invoice for my business. Is there a way to have nicer looking outgoing emails that accompany the attached invoice? ie. rich text with logo etc.
incorrect translation
Dear Zoho, I'm writing to let you know there's a small mistake in the Dutch translation of Zoho Invoice. The "Bedanke-mail voor betaling versturen naar klant." Should be "Bedankings e-mail voor betaling versturen naar klant." Greetings, Manuel
Amazing help staff at Zoho
Hi Readers I dont know what you all think about the help that zoho provides. I am actually amazed by it. I was helped by "Deepa R" for importing invoice information from my old system (Billings for mac) into Zoho. The entire process was analyzed tested and is now being migrated. Thats quiet a premium service. Any other good stories out there? Zoho rocks!
Credit Notes?
Can this app do credit notes? If not when will it be implemented Great product Regards
Zoho invoce is make with Zoho Creator?
Are all types of forms, lists, features that can be seen in zoho invoice can be done with Zoho Creator? Thaks for all.
Sales order reporting
Here is what I want to do: a commissioned salesperson sells our product for $500.00 and collects a $250.00 deposit with the order with the balance due n/30. I need the salesperson to be able to enter the deposit and have the sales order show: Item sold Deposit collected/paid at time of sale Balance due w/due date I attempted to do this in ZohoInvoice but cannot create the report showing the sale amount, amount collected and balance outstanding. At the end of each week I need to create a report sorted
Second Invoice Identity?
Very happy with Zoho Invoice for our photo scanning service, and I'd like to invoice clients for our other services in the same way. The services have different names, logos, prices etc. Is it possible to do this within my Zoho Invoice account - or do I need to open a second, and third Zoho account? Keep up the great work Zoho. Jeff Underwood 1Scan.co.uk
Late Fees: Not handled well on statements
I have recently started using the Late Fees featire of Invoice, but I don't think this is handled well on statements. Customers need to be able to look at invoices and statements and see clearly where charges have arisen and when they were charged. Right now, if a late fee is added automatically to an overdue invocie then on the next statement sent to the customer, the amount due for the overdue invoice appears as an updated amount. This will certainly confuse customers, who may look at the statement
How to import new customers from Zoho CRM?
I have Zoho Invoice up and running, have imported some customers from Zoho CRM, and am able to update those customers in Invoice when they have been updated in CRM. I can't seem to import a new Zoho Invoice customer from Zoho CRM. Am I doing something wrong, or am I stuck with a one shot deal to import contacts from Zoho CRM?
Add more detail to the Aging Summary Report
I just finished migrating our data from Simply Accounting. In Simply Accounting there is a report where you can see every invoices that are unpaid for each client with colums like 15 days, 30 days + etc.. So it's almost the same report that you already offer, but under each client, you have a row for each invoice. Is tehre anyway you could implement that?
My Customer's Data Base is Getting really big
It's been very hard for me lately to just find the customer's name when I'm making the invoice or estimate just because my database is getting really big. I know this could be easy to use as other competitor's website do. Please let me know if you are planning to correct anytime soon or I'll have to take my bags and move somewhere else? Please, help me out cse I do really love Zoho Invoice...., except for this very bad inconvenience... Thanks again
Multiple Company Invoices & Export to Quickbooks?
Is it possible to create invoices for multiple companies? Our company handles invoicing for one of our clients. I would like to manage invoicing for both companies. Also is there a Export to Quickbooks or better Quickbooks sync available via Zoho or a 3rd party?
Can't invite other user
We use ZOHO Invoice at work. I want to invite a college, but I can't. The system says that my college is already a member of another organization. How can I solve this problem and invite my college?
Italian (and English too?) incorrect translation
Hello, in the Italian version, under payments type, the word "controlla" is wrongly used for "assegno" (Italian translation for the English word "cheque"). I looked up in the English version and I found that, instead of the word "cheque", You have used the word "check" (which in Italian correctly translates in "controlla"...) A strange case of correct translation of an incorrect word?!? Thanks in advance and keep up the good work
User Level Customization
Hello Zoho, Thank you for adding multiple users in Zoho Invoice. How can we limit the "user functionality" by user level? For example we would like a standard staff/employee to not be able to "delete or edit an invoice". Our company auditors stated that we cannot use this system unless those levels can be better monitored and managed. My proposal was to utilize the "reporting functions". Such as searching all invoices that were "deleted". Here is the problem we have: How can we audit who has
How can I stop the "Total" from getting pushed down when my "Terms and Conditions" are longer?
Please help
Importing selective contacts
Hello Support and other users I have my ZI account linked to my Google Apps account and love it. So far so good. Now I tried to import contacts directly from Google Apps some customers... and the list is not alphabetical or any other that I recognize. What gives. I have about 2000 names in My google Apps contact book. I really do not want to go through all of them to find the 2 I need as new customers so I can bill them. So I tried exporting from Outlook 2010 as a vcard file, but the import would
Invoice Tab
When I click on the Invoice tab, I would like the display to default to Open Invoices only. Any way of accomplishing this?
Extra Features for Multiple Expense Selection
Hi, At the moment in Zoho Invoice the only actions that I can perform on a selection of many invoices are DELETE and CONVERT TO INVOICE. It would be wonderful if we could have more options, for example: Apply tax Not apply tax Change category name Change amount Change date Add notes Change name Thank you, Alexander
Lessons Learned with Multiple Zoho CRMs and Invoice Integration
I have been using Invoice for a little over a month now and have learned a few lessons along the way. I hope this will help someone avoid the same mistakes. I have multiple CRM accounts based on the type of services as custom fields required are unique to the type of client. A number of customers are in multiple CRM's. CRM 1 had Accounts and Contacts linked to the Accounts. CRM 2 had mostly Contacts as these were individuals and not companies. I have one Invoice account. Invoice allows you to import
Unable to sign in to Zoho invoice
I have a Zoho account and want to try out Zoho Invoice. I am able to sign into Zoho, but after that when I go to invoice.zoho.com while I am signed into Zoho nothing comes up and the the page is waiting for invoice.zoho.com forever.
Auto-pay Question
When our customers receive an invoice, I would like them to have the option of giving permission to have future invoices paid automatically (via their designated credit card or ACH). We do not invoice at a set time interval (ie. every month), but our invoices are recurring (and are typically the same dollar amount). I am hoping that Zoho will build this feature into Zoho Invoice, but in the mean time, does anyone have suggestions on how to accomplish my goal with another vendor or software. We
How to insert total VAT amount in invoice (Total - SubTotal)
Hi, in order to meet regulatory compliance in EU, we need to include the total VAT amount we are charging for VAT in every invoice. I can get the Total and Sub total amount, but i need Total VAT amount which is (total - sub total). How can I achieve this? I couldn't find any relevant placeholder for this. For example: I'm billing customer for 100 EUR VAT is 19% SubTotal is: 100 EUR Total is: 119 EUR Total VAT is: 19 EUR How can I get the Total VAT amount into template? Many thanks!
Next Page