What's New this May 2021 in Zoho Invoice?
Hello everyone, We are back with the latest updates from Zoho Invoice. Read on to know what's new this May. Retail Premium Template We've added a new template named Retail-Premium under the Retail category in templates. This template accommodates almostCustom Function to update Custom Field in Zoho Invoice
Hello, I need you help urgently. I would like to see Payment Method associated with the invoice in Zoho Invoice. I have a custom field in Invoice Module called Payment Type. When I associate a payment with the invoice this field needs to be updated withCreate invoice using API
Hi, I am unable to find the postman collection in the documentation link. https://www.zoho.com/invoice/api/v3/#apicollectionHow do I remove the sample tax 1 and 2 lines from my invoice template
I don't want the two tax lines to appear on my invoice. How do I remove them from my invoice template?Email is Mandatory for Payments with WePay error message when creating invoice
I am trying to send an invoice and I keep getting the error " Email is Mandatory for Payments with WePay " I have the customer's email on the invoice. I am sure it something simple I am missing but I cannot seem to find it. I have used WePay before withProject hourly rates by date range
Hourly rates can change over time and when this happens, it would be very useful to expire an existing hourly rate for any project and add a new one (preferably with a start date). This is specifically relevant to projects where billing is based on hourlyAdd a month filed in the notes
I would like to add a custom field of the current month in the Customer Notes section of an invoice. For example I want to put {mnth} and it translates to {May} automatically. Is this possible?invoice number auto increment
Hi, I have 2 customers and I have created some invoices for them in the past. Currently the invoice number autoincrements by 1 regardless of which customer I am invoicing. So each customer ends up with invoice numbers that increments by 2, not 1. HowInvoice type reordering inventory
Can I use this app to keep track of my inventory of my product so I can reorder when item gets low,?Hard time understanding the ronud-off feature on Zoho Invoice
I have the round-off set up with "round up to multiple of 15 minutes". One of my tasks needed 2 hours and 9 minutes. My expectation is to round it up to 2 hours and 15 minutes, and invoice it accordingly. In the project overview page, this task is registeredInvoice Multiple Customers??
Is there a way to invoice multiple customers for the same item with the same cost? Right now it appears that you have to create an invoice and then apply it to a customer and repeat. I'd like to create an invoice and apply it to multiple customers.Retainer hours burn down
As an IT service provider, I bill customers for 10 hours monthly. We allow them to pull from the next month if they go over, or roll over hours to the next month if they have a balance remaining. Is this possible with Zoho Books?Remove "Tax Inclusive" wordings
Hi, I would like to remove the wordings of "Tax Inclusive" from my Zoho Invoice. I have also selected "Excluding Taxes" under preferences but it still appears. Could you please advice. Thanks.Is it possible to create an invoice draft without adding Invoice Number until sent?
Hello! I know with a lot of time in advance when I will need to send invoices and its full details. However, there is no option to set a "Future sending date". I was thinking of creating draft invoices as soon as I know, but not assigning them an invoice number until they are sent. As this would mean that I would still need to enter manually in the system and "Sent the invoices/change them from draft to active", I would like this process to be as automated as possible (not manually checking whatInvoice Draft Number Problem
Good morning, i have a zoho invoice standard subscription, and i have a huge problem with invoices, if i create a draft of invoice the number of invoice is reserved for this draft.. but i need that the number is assigned when the status of invoice changes from draft to active.. is possible? An other solution in my case is to create an estimates from the projects time entries (not an invoice draft).. Is There any solution? Your sincerely, MarcoMileage
Hi! I would like to set up an invoice in Euro (works) and add my mileage expenses to this invoice (works). However as my mileage expenses are made in UK the expense is in GBP (works). But when I add it to the invoice (works) the amount GBP is not transferred into Euros - the amount stays the same just the currency symbol changes. For example mileage expenses are calculated into 50 GBP. On invoice in Euros it says Mileage Expenses 50 Euros. Exchange rate feeds are enabled though. Any idea?Increase click area around pause button in timer
Hi, The pause button in the timer is difficult to click, as it requires aiming precisely on the pause icon (the two vertical bars). The pause button in the bottom left timer Like the red "stop" button, it would be better if the whole blue area was clickable.Delete payment made and Balance due in invoice template
I only need sub total ,taxes and Total in invoices.Can I hide payment made and balance Due fiekd ?How can I enable Client Portal via Deluge Task?
zoho.books.updateRecord("contactpersons"...) doesn't seem to work (invalid URL). How do I update a contactperson? Please Help!How to raise debit note to my customer
if i want to debit my customer for some charge, how do i do that. there is an option to make a credit note, what about debit noteStripe Test Payments
Hi, We are trying Zoho Invoice to see it can match our requirements. We want to check Stripe integration and workflow, but can't find a way to make payment with a test card. I have changed Stripe mode to test, and reactivated stripe integration, but it still don't accept credit card. Is there a way to configure to accept test credit cards or a way to test payments without charging from credit card?Multi-languages on Zoho Invoice
Hi, It would be important to be able to work with Zoho Invoice in multiple languages, things like : - Associate a certain language to a customer - Having the reminders and notifications in several languages, so we could select what language to be used for each customer. At the moment we are using different Zoho Invoice organizations, but that is a lot more work because you have to setup everything on each organization (even all the common options), you have to manage customers lists in each ZohoHow to setup Plaid for Stripe ACH payments
Is there anything special I need to do inside of my Plaid account aside from requesting access to production and agreeing to the terms? I have linked my Stripe to Plaid but I see a lot of information about having to run server side code and scripts inHow to create a customer using API and get customer_id to use in create invoice API
Hi, I have an online portal to sell some digital assets. The portal is completely independent and has no integration with Zoho in any way. Now I am planning to use Zoho Invoice API to invoice my users. which means whenever someone buys anything from my site. I will hit ZOHO invoice API and generate an invoice for that particular customer. But according to invoice API documentation, customer_id is a mandatory field to create an Invoice. So I am planning to create a customer in ZOHO if it does notEmail Multiple Invoices Simultaneously To A Customer
I often have customers request copies of mulitple invoices. Is it possible to send multiple invoices at once in one email?spanish invoice needs summary for each tax type
Hi, in spain, by law, if an invoice contains several tax types (for example 10% for food, 21% for transport), we need in the bottom/footer of the invoice a summary of the totals for each tax type like this: IVA base imponible IVA 10% 50,00 € 5,00 € 21% 100,00 € 21,00 € There can be for example 5 food products in the invoice, each with 20,00 €, and food has 10% of TAX. And one transport for 50,00 €Invalid value passed for label
I get the error message "Invalid value passed for label" when just creating a simple Estimate. I can't seem to figure out what is causing this. It certainly would be nice with there was some guidance as to what was actually wrong. This is very, very frustrating. Please help.Need a Help Migrate from Wave to Zoho
Hi dear My friend. im member of waveapps since 2018. so i have 400+ invoice in wave app. but at this movement i have to migrate to zoho. so i have export my all record. but i have cant understand how to import that record in to zoho. who can help mPlaceholder for Month Name to use in email template
Hi, I do not see "Month Name" as a placeholder to use in the email template area. Is there something that I could use that will autofil in the email template I have something like "Invoice for the month of %Month Name% 2018"?How to automate report generation and email?
I would like to have a sales tax liability report run the 1st of every month and emailed to me. (I would also like this report to have a total amount for each column, not just the total sales tax collected, but apparently that's not possible.....)Retainer Invoices NOT treated as a Receivable
When I issue a Retainer Invoice to a customer, it is an amount I expect to be paid and when not yet paid it is therefore a Receivable. Zoho Invoice does not treat Retainer Invoices as a Receivable and does not include them within Receivables on the Dashboard. This behaviour is fundamentally wrong. When chatting with support, the explained the systems behaviour as to why they do not treat a Retainer Invoice as a Receivable because if I issue an Invoice and then use the Retainer balance to pay thisInvoice rounding after tax - round to .x0 or .x5 possible?
Hi there, Is it possible to round the calculated amount on the invoices to steps of .05, .10, .15, .20, .25, etc? Example: Amount = 102.25 Tax = 8.2% Amount = 102.25 * 1.082 = 110.6345 Amount to be shown on the invoice = 110.65 Can that be done? Problem is that in my country, the smallest coin of the currency (Swiss Francs) is 5 Rappen. 1 Swiss Franc has 100 Rappen. So all amounts are rounded to a multiple of 5 Rappen. Thanks DanDifferents rates per profile - Consulting company
Hi, I would like to be able to set up rate per profiles for a consulting company: - junior - medior - senior The rates are project specific. How may I do that? Would you have a link to the documentation? --> Rate per Task is not an option, as differentMexico Invoices for Mexico
I have a question regarding invoices for Mexico Now since the goberment force to use the electronic invoice system, we need to generate a chain provided by our ministry of finance that allows to sent a invoice to the client in PDF, is any possibility to include this database in de ZOHO system?Why wont Zapier let me generate a token to connect to my Zoho Invoices?
used to work - now it doesn'tSEPA
Hello In Zoho Invoice, I can't see anything related to SEPA direct debit (SDD) at xml format regarding new rules in Europe for the invoices that I would be asking for automatic payment through SEPA regards !What's New this March 2021 in Zoho Invoice?
Hello, everyone! The latest updates to Zoho Invoice range from a separate module for developers, to advanced analytics right within the Reports module. Read on to discover all the new features we've added in the past month. Developer Space We've addedInvoice Font Size
I can change the font size for most of sections in the Invoice, but not for Custom fields or fields in the Document Information section- any way to change the font size for these ?Exporting Invoices to Zoho Sheet
Can't seem to view/export invoices into Z Sheet. According to the help info for Zoho Invoice, I should be able to do this, "Alternatively you can click on the “View” link, which will open the data in “Zoho Sheet”. This will facilitate viewing and editing the data in bulk". This does not seem to work.Change Base Currency
I want to change the base currency in Zoho Invoice. The HELP section says that it can be done as long as all transactions are deleted first. I have deleted all the transactions but I can't see how to change the currency. Hope someone can help. Thanks MatthewNext Page
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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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