Zoho Invoice trail a disaster before it even gets going

Zoho Invoice trail a disaster before it even gets going

We have just decided ot trial Zoho based on its excellent reviews it has received as we need a new invoicing tool to replace the now broken Invoice2go, and it's even worse!!.

No matter what we do to change the design of our new invoice we get the error message "Requested version change is not permitted"....Six of us had fiddled with it and changed anything we feel may cause this error message but we've done everything perfectly....and even if we hadn't...what sort of error message is that to send to a potential brand new customer without the slightest explanation about what it means???....and so we go to your customer service to submit a call for help and our application whirls around for ten minutes without doing anything before we despaired and searched Google for something that works....and we thought Invoice2go had lost the plot? Please cancel our trial and the news list we signed up to. Thanks
    • 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 than
    • Bulk Printing now available in Zoho Invoice

      Hello, We are happy to announce the much requested and much awaited feature in Zoho Invoice - Bulk Printing of Estimates and Invoices. All you need to do is, select the invoices you wish to print and then click the 'Print' button. All the invoices will be downloaded as a single PDF file which can be printed as you wish. You can print upto 25 invoices at a single go. Go ahead and give it a shot and let us know how it worked for you. Regards, Reshma   
    • Introducing the iPhone App for Zoho Invoice

      Now you can invoice on the go from your iPhone through the Zoho Invoice iPhone app. Our iPhone app is available at the apps store for download. The app is special in more ways than one: An impeccable UI takes your invoicing experience to a whole new level That's a first native app we've come up with It's available for FREE!!!!! Yeah, absolutely Free. No brainer there, we just wanted to make our users to enjoy the app no strings attachedHere some snapshots of the app: For the real experience, head
      • Recent Topics

      • Portal URL Not Working?

        When I view my Company Profile, it shows my portal URL as being not created although it has been.  For example my profile shows the following:  https://meeting.zoho.com/a/..  The directory name that I chose is missing and it appears that I need to create a new Portal URL although one already exists for my organization. When I try to visit the URL that I previously created, I receive a "Page Not Found" error.
      • Improve user efficiency with Automated reminders

        When it comes to business, keeping up with the deliverables is imperative. Automated reminders help you just with that, allowing you to set up notifications that are automatically triggered to your workspace users to remind them about important updates,
      • Setup Outlook for domain email address fails

        I am trying to setup outlook for one of my domains email addresses and I am unable to add the account in Outlook I get "Operation could not be completed" errors. I am using the imap.zoho.com 993 for incoming and smtp.zoho.com 465 for outgoing email. I
      • Free webinar alert! Empower Customer Experience in a Changing World with Zoho Desk and Zoho Workplace

        Hello Zoho Workplace Community! We’re back with another exciting webinar—and this time, it’s all about delivering exceptional customer experiences. Join us for "Empower Customer Experience in a Changing World with Zoho Desk and Zoho Workplace," where
      • Portal permission for report only

        Hello, I have a hard time setting portal permission for my users. I have a form that is an order subform for items. I use that subform to create a filtered report for sellers to see their own orders, but at the same time I have to give them access to
      • How to modify query from a DataBridge Connection

        Hello, I just installed the new DataBridge tool to import data to our Zoho Analytycs account from our local database. It works well so far, and data gets sync every day. The only issue that I found is that we do not know how to modify the query that imports
      • Tip of the Week #55 – Assign roles to inbox members

        Ever heard the phrase, "Right people, right access"? That’s exactly what you can achieve in Zoho TeamInbox by assigning roles to your inbox members! In any team, not everyone needs the same level of access to your shared inboxes. Some members may need
      • iOS 18 is here! Discover the enhanced Bigin app with iOS 18, iPadOS 18 and macOS Sequoia.

        Hello, everyone! We are excited to be back with new features and enhancements for the Bigin app. Let us take a look at the new iOS 18 and iPadOS 18 features. The following is the list of features covered in this update: Control widgets. New app icons.
      • Fourth Insight - The power of Multi-Layouts

        The Wheels of Ticketing - Desk Stories The power of Multi-Layouts In the previous insights, we have established that layouts are the foundation for a ticketing system, and fields are the building blocks for the same system. Fundamentals of layouts Fields
      • App Crash on MacBook Pro

        Hi Zoho, I am still struggling to keep Zoho Notebook stable on my Mac platform. I have sent in a couple of crash logs and I am making sure I have the latest version from the Mac App store. I love this application and really want to get it stable. The
      • Automating Sales Order Confirmation & Picklist Generation in Zoho Inventory

        Hi everyone, I’m looking to automate the sales order creation and confirmation process in Zoho Inventory, along with the automatic generation of picklists with bin-level details. Here’s what I need: Sales orders should be automatically created and confirmed
      • Spotlight series #7: Path animation

        Animating objects on your slide helps make your presentations lively and interesting. Animations add movement to an otherwise static deck, which helps grab your audience's attention. While you can animate your objects' entry and exit, or use animation
      • Zoho Forms to Zoho Projects

        Can Zoho Forms be used to collect task details and automatically create a new task under a specific project in Zoho Projects upon submission?
      • campaings flagging domain error but crm says OK

        campaings flags error with domain buy crm says notig wrong - this is new, help
      • Zoho Books - Currency Conversion

        I am trying to convert all the transactions into another currency such as converting multiple currencies into global USD Currencies. How Can I do this ?
      • Changing Default PDF Name

        Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?
      • Singup Form Embed code won't load

        I created a new signup form, and can't seem to get the code to load in to make it usable. It is constantly stuck with the loading image. The only code I can access is the iFrame code.
      • Workflow : Update a multiline text field

        Hello, I'm creating a workflow to update a multiline text field. But it looks like I only can format my text as a one-line. How can I format the text to multiple lines ? Thanks
      • how to prevent double entry

        How to set up a form so that someone cannot fill it out twice or more Thanks a lot
      • "The data you have entered already exists" when trying to create contac@mydomain.com

        Hi all, Our domain is ananasjuicebar.com. Working as admin in the control panel: When I try to add the email account "contact@ananasjuicebar.com" I get the error: "The data you have entered already exists" I've tried creating a new user or creating a new group with this address associated. To my knowledge this address has never been added and I can also not find any reference to it. (Shopify used this address to send customer notifications BEFORE setting up Zohomail.) Any ideas? are there any restrictions
      • Incoming Emails Are Delayed by 20 Minutes

        Emails are showing up in my Zoho email 20 minutes after they were received. Is Zoho having problems with their servers at the moment? This started happening about 3 weeks ago.
      • Sharing shreadsheets

        My wife and I each have zoho accounts. If She creates a spreadsheet and shares it with me using my email that is associated with my account, zoho shows a warning that I do not have a zoho account and the only way I can access this file is via the link
      • Filter Vendors/Suppliers from Campaigns

        We are unable to filter out our vendors/suppliers from any mass campaigns we send out. When synching our CRM contacts within Campaigns, we are unable to map the "Vendor Name" field. We have tried to create a segment from our all contacts list but to no
      • Field Validation and Profile restrictions bypassed using Mass Actions

        We have a Validation Rule that prevents ticket closure if the "Subcategory" field is blank. This has been working fine, but recently we noticed a few tickets per day somehow being closed without a "Subcategory". Upon further investigation we found the
      • Any Companies using HubSpot for Marketing integrated to Zoho CRM ? - Looking for Feedback

        Our company is using HubSpot for Marketing looking at moving from our presently working Z-CRM to hubspot for CRM. I am looking for any companies that are successfully integrating HubSpot Marketing functions with Zoho CRM. Upsides/Downsides/Effort/etc.
      • Customize Thank You message for native forms

        While it allows me to add a personalized message when completing a form, it would be nice to be able to customize the title (Thank You) and the button text (Close). In my case, the page is in Spanish, and those texts are in English, so I can't edit them.
      • Customize forms validation for native forms

        I'd like to be able to edit and/or translate the validation messages of a native form. My page is in Spanish, but the messages appear in English, and I couldn't find a place to edit what I want to display. Perhaps they can be edited when adding fields
      • Add picklist in subform lookup

        Hello, I am trying to rewrite a script that works on a from as parent form, to the same form when is is a subform. Here is what I did in the form itself : RefCat = Offre_de_produits.distinct(Categorie_OFFRE); clear Categorie_LIGNE; for each Record in
      • Ticket layout based on field or contact

        Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup
      • Looking for basic script structure course

        Hi, I am not a programmer, but try to learn on my own. I get a lot of good advises in this forum, and thanks, but I tend to ask the same questions since I do not remember comparable answers I already received. Is there a basic course of "scripting structure"
      • How to let only account-bound products visible to users

        Hello friends, I'm trying to leave only the Products linked to the accounts visible to Zoho Portal users. If the user clicks "All Products," they can open tickets incorrectly for products that do not belong to the account that are registered. Is it possible
      • RTL Support on iPad

        hi I have this issue that when I create notes on my android app [in hebrew] all the text is aligned correctly to the right because I’m typing in Hebrew. But then when I open it up on my iPad, everything is suddenly aligned to the left and there is no
      • No sync

        I have amended a note on my PC, startet syncing but on the smart phne sync starts und runs for minutes. The note amendment ist not shown, but when I go to version the new version is shown but not possibility to accepte the new version
      • Dark mode

        Because the whole world talks about it and iOS also will get this option. Please make a real dark mode happen. It is very cool to switch the navigational color, but the content always stays in light colors.
      • Compliant SQL?

        I am a Microsoft Access developer. At the moment I am downloading tables from Zoho into an Access database to create join queries that I am unable to do in Zoho. I am doing this because Zoho doesn't seem to fully support all SQL statements that Access
      • Assign existing general timelog to a task

        Hello, is there a way to assign a General timesheet log to a task? I.e. I have the following General log: General | Log name | 01:30 I'd like to assign it to a task: Task name | Log name | 01:30 Thank you
      • "Error while processing" when I try to send an e-mail

        Several times today when I have tried to send an e-mail it tells me that there is an "error while processing." What's that about?
      • E-Mail auto-complete for deleted contacts

        I am having contacts pop-up in auto-complete when I start to type a letter in the TO address line. These e-mail address have been deleted from my contacts. I also have deleted all e-mails from/to these e-mail address but still there address is showing
      • How to validate Rich Text in Zoho Creator! Urgent!

        Hi members, Recently I just started to use Rich Text field. Now I have a requirement where I need to validate to ensure this Rich Text field must contain a value. Meaning must contain something. I use the below script if(input.Rich_Text == null) { alert
      • Public send to group address?

        Am I doing something completely wrong or is it not possible for the public to send to a group email address? For example support@domain.com? I'm able to send from support@domain, but am not receiving emails to that address? Thanks for any help!
      • Next Page