Customising statements
Hi - I'm a new user and Zoho Invoice has been a great way to prepare and print invoices. Now it's time to chase payment, I'm afraid the customer statement function is not as strong, although this could be fixed easily if there was a way to customise the template in the same way as invoices can be customised. I really only want to make a couple of changes: 1, insert the word "invoice" immediately before where the invoice numbers appear on the statement. 2, add a payment slip at the bottom of the invoice
Invoice API: error while creating a customer
I was trying to create a customer using invoice API and I specified the following in the XMLString for the property PaymentsDue <Customer> <Name>Sample Customer</Name> <!-- Mandatory --> <PaymentsDue>1370.0</PaymentsDue> I got the following: RESPONSE CODE: 200 RESPONSE TEXT: 2Invalid Value 1370.0 specified for PaymentsDue property What am I doing wrong? Thanks
Zoho invoce users in Spain.
Would you know how many users have Zoho Invoice in Spain? thanks
Invoice date questions
I've created an invoice in July, and I set the "invoice date" as August 1, and the "invoice due date" as September 1. Two questions: 1) If I send the invoice to the client now (in July), will the client also get an email on the official invoice date (August 1). Or if I send it now is the invoice date changed to today's date? 2) If I don't send any emails now, and leave the invoice in draft status, will it automatically be sent on August 1? Thanks, Jill
Russian Language Invoice Generation
Hi First of all Thank you for the apps. May I know when will it be available of Russian Language invoicing? Rgds Marlen B.
Zoho Invoice with Google Apps
Hello, it's any plan to add Zoho Invoice to Google Apps Marketplace? Killing combination
Timeline
Hi, I wanted to know by when we can expect the following. The direction we take with our design is dependent on this - whether we choose to upgrade our accounts with Zoho Invoice or not. 1. When will the APIs for creating recurring invoice be introduced? 2. When will the auto billing feature be introduced in Zoho Invoice (and through APIs)? Hoping to hear a reply soon. Thanks a lot
3 suggestions
Dear Zoho, Some small suggestion to further improve (the already great) Zoho Invoices: If you customize the date format, it is not used in the online interface, only in the invoices and mails being sent to clients... This might be a little confusing for the administrators ex: I've set the date format to dd/MM/yyyy but in the online zoho invoice interface, the MM/dd/yyyy format is still being used. The date 04/06/2010 (4 June 2010) will appear as 06/04/2010 in the online interface and might be interpreted
Customer Statments in Bulk
Hello, Is there any way to print all customer statments at once? We print customer statments once a month at the end of the month, but with up to 150 customers its very time consuming to go to each indiviual customer to print their statement. I'm the one who switched our office from Quickbooks so I'm very much still a novice. If i've missed the obvious please let me kno! -Best Regards Denise Mims Heney Financial www.henleytalkstax.com
How can I choose/set which Contact of an Account receives Invoice emails
Example: 1. In Zoho CRM, an Account has 5 Contacts. 2. I import all these into Zoho Invoice using "Re/Import from Zoho CRM" 3. When I send an email all Contacts are added to the TO field. How can I define a "Finance/Invoice" contact so that only the customer expecting an invoice receives emails? Ideally, I'll like to set this in Zoho CRM. but any solution is better than none! thanks
Customer Credit
Hi, Thanks to all at the Zoho team for the new Invoice Customer Credit function. It looks like it's going to be a useful functionality. I can't quite see how the held credit is applied to a new invoice, but maybe I'm missing something? Maybe the Zoho team could post a quick guide to using this new function? One thing I'd like, which seems not to be implemented, is to be able to email the client when a credit is applied to their account, in much the same way as an email is sent to confirm payment
Moving accounts
Hello i hope someone can help me. I have a [paid for Zoho Invoice account linked to my gmail email because that's how I started. Now I have moved part of my infrastructure to google apps and as zoho invoice is now available to the Google Apps marketspace I wanted to move everything across to Google apps... while maintaining my paid for plan of course. Been looking around, but cannot find anything that helps me. \can someone help me or point me in the right direction please ? Thanks A satisfied customer
Google contacts idea
The Zoho Invoice - Google Apps integration is great, but there is a simple thing that would make it a lot better: In a typical scenario, you are adding one new customer at a time (assuming that you are already a Zoho Invoice user) rather than a whole batch of customers. Rather than hunting through the potentially thousands of contacts in your google contacts, it would be nice to just have a simple search box in the import contacts area to find the one contact you'd like to add. Easy right? On this
Zoho Invoice google apps integration problem
When trying to log into zoho invoice using the google apps integration, I get the following error. The page you are looking for is temporarily unavailable. This can be because of an unhandled error or network connectivity issue. We will duly fix this issue.
Cold be possible to integrate a newsletter system to Customer Database?
Right now our company is exporting the contacts (database) information out of invoices in order to be able to sent newsletters on a 3rd party application. Thanks, Also, we would like to include other kind of customer's information like the day of birth
Invoice 2.0 - Rounding Error on Customer Balances Report
Hi, There is a small rounding error bug on this report. The report shows all customer balances in the base currency, but for some customers who I bill in a foreign currency they are showing a balance of a few pence (positive or negative) although their actual foreign currency account balance is showing (on their individual customer page) as clear. I guess that this is rounding in the foreign to base currency calculation. I hope you can fix this! Regards, Mark
cambiar datos compañia
Hola, no puedo cambiar los datos de la compañia, hemos cambiado la razon social y no me deja cambiar los datos para seguir facturando. Me podeis ayudar? gracias!
Question
Question. We have regular customers who purchase the same service, with the same adjusted pricing every month. The only thing that changes is the quantity. When creating a new monthly invoice for this customer, is there a way to have it auto-populate with the particular item and any price adjustments associated with the customer? Thanks!
Quote choices or alternatives
When I'm making quotes I often have the need to give my clients alternatives. For example: they can ask the price for 5000 or 10000 items, but when I add those items to the quote, both are calculated in the total price. I would like to have 2 different total prices: one with 5000 items and one with 10000 items so they can see the difference in price between the two options. Is that possible? Or is this an option that will be added in the future?
Which hostname, IP adresses to add to my domains SPF record?
A growing percentage of email servers reject hostname/IP not matching SPF records of a domain. Your system sends emails in the name of our email addresses domain. Which hostnames, IP addresses do we have to add to our SPF records?
Add additional payment reminders
Hello, Can you add more payment reminders. right now there are only 3...can you add the ability to keep on adding more reminders. Arthur
does invoices work with the ZOHO crm?
does invoices work with the ZOHO crm?
Can u create an invoice directly from a potential?
When i'm viewing a potential i cannot seem to create an invoice straight from within it. I have to create a sales order first then create the invoice from that. I'd rather not have to do this every time I want to raise an invoice. Can someone confirm that it is possible to create an invoice straight from a potential, if it is possible how do you do it? Regards David
Google Chekout refusing to pay me
I don't know if there is a solution to this one. I have a Google Checkout link on my invoices and for the first time a client used it recently. But Google have got really obstructive with me. I cannot get them to give me the money. Eventually I received an explanation which was that the Google Checkout description did not contain a detailed description of the services / goods sold. I asked what I could do about this and I received the message below. The problem is that with Zoho, I don't think I
Currency conversion
We have customers using different currencies. I found that some reports don't convert currency values and just add up values from different currency denominations. This would render the reports as useless....
Languages
Currently Zoho Invoice sends out invoices only in the English language. And customer statements are in English too. Is it possible that you add in other languages like SalesForce.com? Thanks.
security
As far as i gone through all the functionality in the zoho invoice.all is well but it shows nothing about the security and related assurance for the security problems we are supposed to face
commas
why do we have commas in estimate figures instead of dots?? canbody answer please
Plimus Integration
Zoho Invoice Team, Are you considering an integration to Plimus Online store http://home.plimus.com/ecommerce/? That would be a finer blend of both the worlds right? ---- Deepak Vasudevan http://thamizhththendral.blogspot.com/
Discount still showing in PDF even if I removed it from the option
In French, discount still showing in PDF even if I removed it from the option. I tried to create a new template from an existing one and still have the problem. Going to edit the raw html to fix this but just wanted to report it
Paypal link only shows up as %PayPalLink%
I have done a mock invoice and sent it to one of my email addresses just to beta test the invoice function of my business. In the email I received, all I can see is the same typed characters -- " % PayPal % " but includes no actual PayPal link that can be clicked and - you know - linked to a PayPal destination where customers will ultimately pay me.....so what do you think I need to correct in order to fix this and collect the money I am owed?
Hiding paid and closed invoices
How do I hide all paid and closed invoices, so I do not have to select overdue and open each time I open the application. I would like to be able to hide all paid and closed invoices so I don't have to scroll through every invoice I ever prepared just to locate an unpaid invoice or am I missing something.
Email PayPal link connected to wrong Invoice
When I generated an invoice email for a client with included paypal link the link that he got was link to pay for another clients invoice. I deleted that invoice and generated a whole new invoice and still did the same thing. Then I created a whole new invoice under a different client and did the same exact thing that email. Please help. Thanks
Bug in invoice Print version in Portuguese, actually prints in English
Zoho Invoice lets me choose the language invoice setup. In our case we wanted the Portuguese version. Once setup, we started "invoicing" and we could visualize that the invoice created was using the portuguese language and terms in all fields. The problem arises when we want to print the invoice! The print version prints the field terms in english! Is there another setup requirement somewhere else in the Zoho Invoice definitions that I may be missing? Need some help here. Thankyou, Marcos
I Cannot Delete A Customer With No Activity
Hello, I have 3 customers that I would like to delete. I have checked the customer details to confirm there are no contacts, invoices, estimates, expenses, email history nor payment history. Yet I cannot delete these customers. I still get an error message that the customer cannot be deleted. Belinda
Stacked Taxes on Expenses?
Hi, I live in Quebec, Canada and we have 2 taxes, your software seems to handle them well for invoices but what about expenses? I need to track expenses that have both taxes since theses taxes are refoundable here in Quebec. Thanks
import payment
How do I set up my CSV file in order to get it to import payments in to zoho invoices. If any one has a template would appreciate it. I have tried following the one they have their but that has not worked for me
Comma is set wrongly when exporting expenses
see subject when I try to export my expenses the comma in the amounts are set wrongly. instead of 10.20 EUR it exports 1,020 EUR Kai
How do I record Business Partners cash contributions to business capital?
We have a business that has three business partners. Each partner is expected to contribute a certain amount in cash to cover initial start up costs, marketing, product samples etc. How do we go about recording these contributions with in Zoho Invoice?
Re-calculate Item Rates functionality not working correctly.
Reporting a bug or what seems to be incorrect functionality. Basically, when creating an estimate or invoice for a customer that has a different currency than your base currency the "Re-calculate Item Rates" link does not work correctly. It re-calculates the rates based upon the item's set value rather than it's shown value. For example, let's say you have an item ABC in your inventory that costs $5 USD. You create an estimate for a customer who uses AUD currency. You add item ABC to the estimate.
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