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

      • Seeking Business/Operations Analyst with Strong Zoho Creator Skills

        Job Title: Business/Operations Analyst-Zoho Creator Specialist Location: Kansas City, MO (On-site) Company: SkyMark Refuelers About Us: SkyMark Refuelers is a leading manufacturer based in Kansas City, known for delivering high-quality aviation fueling
      • Limit POP Downloads to Inbox?

        Hello, When I connect to and download email from my account using the POP3 protocol, it appears that it's also downloading email from my Sent mailbox. Is there any way to limit the POP downloads to Inbox emails only? Thanks!
      • Recurring Events Not Disappearing from Zoho Calendar When Canceled by Organizer

        I receive a recurring meeting invitation to my Gmail address, The event correctly appears in my Zoho Calendar, since I have Gmail calendar integrated/viewable via Zoho Mail. When the organizer cancels one occurrence, the canceled meeting does not disappear
      • How Can I change admin account Email?

        Hi, I want to change admin email address for my account (I'm using Zoho Mail). How can i do this? Thanks!
      • Can't remove old phone number from Zoho email account and add a new one?

        Every time I try to add my new number it supposedly sends me a code which I never get and I still don't know how to remove the old number.
      • Many Deals to one Contact - Syncing issue

        Hi, In our CRM we have multiple deals to a contact. We have a field in deals called "Contract Type" - sometimes they are "business" and sometimes they are "personal" deals. I want to be able to send different emails to contacts depending on this field.
      • How to integrate single-sign-on using Linkedin in Zoho Creator

        How to integrate single-sign-on using LinkedIn in Zoho Creator need step by step integration.
      • What’s New in Zoho Expense: January - March 2025

        Hello users, We're excited to bring you the latest updates and improvements we've made to make your travel and expense management smoother and more effortless. Let's take a quick look at the important updates we've rolled-out in Zoho Expense between January
      • Ask the Experts 19: Live Expert Panel Discussion - Inside Zoho Desk Spring Release 2025

        Hello again! Have you ever needed quick insights into key indicators to help manage and streamline specific operations? Have you started using AI to enhance your customer service in Zoho Desk? From configuring simple bots using Guided Conversations to
      • Permissions on Views

        Having the option of any agent creating custom views is firing back and got a situation where there are a hundred different views across the team and tickets are not being dealt in the most efficient of ways.  Tickets seems to be missed by some agents, whislt others have customized their columns in a way that due dates are not visible and not being respected. There needs to be control on this function in order to have a standard set of views and the ability to prevent users from performing customizations
      • Repeating Images in Emails

        Some emails have images that are repeated when viewed both on the web client (mail.zoho.com) and when using the Zoho Mail android app. It looks like perhaps some of the email styling is being ignored or applied incorrectly, as a brief inspection of the
      • How to change the default module A"leads" to customised module "abc" in Zoho while integrating the leads from Skrapp!

        How to change the default module A"leads" to customised module "abc" in Zoho while integrating the leads from Skrapp!
      • 554 5.2.3 MailPolicy violation Error, help?

        This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. 554 5.2.3 MailPolicy violation Error delivering to mailboxes I am not sure why i am getting this, please
      • Por que utilizar o Zoho Creator 6?

        No cenário atual, as empresas enfrentam o desafio constante de adaptar seus processos com agilidade e eficiência. É aí que entra o Zoho Creator 6, a mais recente versão da poderosa plataforma low-code da Zoho — e no nosso novo vídeo, mostramos exatamente
      • Currency Field Does Not show commas upon entry - leading to inaccurate entries!

        Hello Zoho.. When our sales reps are entering deals and the profit/revenue it is difficult to accurately enter numbers with lots of zeros when there commas are NOT added until the record is saved. Could commas be added to this filed type as it is being
      • m2 is converted to Kader when switching from Dutch to English

        By default, our company works in Dutch. We sell a lot of products with m2 as a unit. Now we've noticed that if we change the language in Zoho to English, the usage unit 'm2' gets replaced by 'Kader'. We've got no idea why. I'd expect that the translation
      • E-Invoicing Automation

        Do you have an API endpoint for pushing the invoice through the e-tims for Kenya
      • Easy way to create task from call

        In Bigin I would like to have easy way of creating the tast directly from the call. Now after the call I need to enter company record and create task there. There must be some easier and more user friendly way to create new task after the call!
      • How to design a big system diagram?

        Hey, we are implementing a huge CRM system including all our departments into the CRM, just like the new UI "CRM for everyone" motivates to do. We used Draw.io to predesign everything inside of a diagram. Something like blueprints, modules, custom fields,
      • Create Funnel to Track Email Outreach Conversion

        Hello, We would like to create a funnel that measures: N° of emails sent -> N° of emails opened -> N° of emails responded We would like to measure this email response conversion rate for each of our SDRs. We use the analytics tool of Zoho CRM and not
      • Performance -> Extend Service -> Forms: How to use created form?

        So I have created a new Annual Evaluation form (cloned from the original one) and now I want to use it in an Appaisal cycle. QUESTION: How can I associate the form with the new Appraisal Template? Also, what is the difference between an Appraiser and
      • Zoho CRM - Rollup Field for "Total Calls TODAY"?

        Good afternoon, I'm trying to build a field that will track the total number of calls made to a lead in one day. This way i can organise my call queues by this to prioritise leads without an attempt. I can put in a Rollup field for *total* calls made
      • validation function for Stage QC means QC Done fileupload field not empty on Save

        validation function for Stage QC means QC Done field field not empty . if the fileupload has value also it showing the false statement on save how i fix this Also one more concern is Custom validation function work on blue print transaction. ///this is
      • Avalara Integration To Simplify Tax Calculations

        We are delighted to inform you that Zoho FSM now allows integration with Zoho Books accounts that have Avalara integration enabled in them. Designed for businesses operating across different regions and jurisdictions, Avalara ensures tax accuracy by factoring
      • Zoho Sign & Analytics

        Hi, Is it possible to import data from Sign into Analytics?
      • Transfer image url from Zoho Forms to Zoho Analytics

        I am storing an image in a zoho form. When I pull the data from the form into zoho analytics the image field does not import. How do I pull in the image url location or the image into Zoho Analytics.
      • Modules are continuously loading

        Hi! We are not able to open the task modules, it keeps continuously loading
      • Create multiple leads from a zoho form subform to populate inside zoho crm lead module

        I have corporate clients with numerous employees. When these clients complete our Zoho Form, they can nominate individual employees—providing details like first name, last name, email, mobile number, etc.—using a subform inside the zoho form. Is it possible
      • Unable to Retrieve refresh_token from Zoho Self-Client OAuth Flow

        Hello Zoho Support Team, I am currently integrating Zoho CRM with a custom Node.js backend using the Zoho OAuth 2.0 authorization process. I created a Self-Client from the Zoho API Console and generated an authorization code successfully. However, when
      • Tip: when "\r\n" not working for new-lines when building a file using the .toFile() function

        As above, ran into an issue - "\n" was working for newlines, but "\r\n" was not working for newlines and carriage returns. Took me a bit but using hexToText("0D0A") in place of "\r\n" resolved this. Including in the forums to save others any drama.
      • Multiple Pipelines

        Is it possible to create multiple candidate pipelines?
      • Showing meeting acceptances in CRM that originated from Outlook

        Hello Zoho Team, We send meeting invitations from Zoho CRM. Many of our recipients use Outlook and therefore use the RSVP buttons from Outlook to respond. They rarely, if ever, use the RSVP buttons from the Zoho invitation. Unfortunately, the meeting
      • Weekly Tips: Folder Sharing Simplified with Zoho Mail

        Let's say your team is working on a project that requires gathering numerous inputs via email. Your team lead, who manages the project, receives a flood of emails containing critical information. Instead of forwarding each email individually—which can
      • How to add a customized/dynamic Zoho Booking link in email footer?

        We just installed the latest version of the Zoho Desk <=> Zoho Booking extension from the marketplace and are quite happy to see the feature where a ticket-specific appointment booking link can be inserted in a reply. Is there any way to configure this
      • Power of Automation :: Design your Ideal Task form with Task Layout Rules.

        Hello Everyone, Use case:- One of our customers, who is managing their entire workflow in Zoho Projects wanted to dynamically display task fields based on the type of task being created. For instance, if a task falls under the "Shipment" category, only
      • Updating Zoho Multi-Select Lookup via Deluge Script

        I need to copy the ID of a lookup field (Match_with_IP) in the to the ID of a multi-select lookup field in the contact (Match_with_IP). I have the following script: record = zoho.crm.getRecordById("Contacts",ID); M_record = zoho.crm.searchRecords("Deals","(Matched_with_GC:equals:"
      • Now filter your records by multi-select pick list values from a dropdown with additional operators

        Hi everyone, Here's an update to help you elevate your filtering experience. You can now say goodbye to the cumbersome string values in filtering places for your multi-select picklist fields and say hello to a dropdown interface. It is now possible for
      • Log for Scheduled Reports

        Hello, Is there somewhere to view a log of the successful and/or failed delivery of Scheduled Reports? We have users who only receive them sporadically instead of at the scheduled intervals and I'd like to understand what causes the problem when it occurs.
      • 【Zoho CRM】BCCメール取り込みのアップデート

        ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から BCCメール取り込み用メールアドレスの認証についてご紹介します。 ・既存のBCCメール取り込み用のメールアドレスは、2025年5月15日までに認証する必要がございます。 BCCメール取り込みは、さまざまなメールアドレスから送信されたメールをZoho CRMのレコードと同期させる機能です。 BCCメール取り込み用のメールアドレスをBCCに追加するだけで、該当のメールがレコードと関連付けされます。
      • Expense Entry Error When Trying To Save (Related To Taxes)

        Hey folks, I've been trying to enter my first few expense entries in Zoho Books and I'm faced with the following error. "You cannot perform tax related operations when you are not registered for tax." But I have my HST/GST enabled and the tax rates are
      • Next Page