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

      • Agent form for car showroom

        Hey all! I am trying to make a useful crm form in creator for a car showroom. However, I am struggling with the best way to configure the CRM modules so I can make the form useable. They need to be able to have say a basic top level of is it a drop down
      • Multiple packages in one shipment

        Guys we have been asking for this for years. we want to be able to ship multiple packages for one customer in the same shipment, so as to avoid entering shipping info repeatedly, and avoid customer getting multiple tracking emails. When does this arise?
      • Changing Color Theme of Guided Conversations

        Hello, We have recently added Guided Conversations to one of our websites, but I am wondering if there is a way to customize the color scheme so it matches the appearance of the website? Thank you in advance!
      • Workdrive Android - how can I open a file in its native app?

        Hi, I'm testing Workdrive as a replacement for Onedrive. On a laptop/Windows this works fine. It syncs between devices and when I open a file, it opens the file in its native app. However, the Workdrive Android app seems to work differently. On a Android
      • Zoho SDK versioning and repositories need permanent naming/versioning changes moving forward

        I spent all day on this, a simple problem. Add a note to a lead, retrieve the notes from the lead. Finding samples and documentation is VERY difficult BECAUSE the versioning is totally non-standard. The php SDK doesn't follow SemVer. I suppose it may
      • Filter by technical IDs that should not be displayed

        Hello Zoho and Cumminity. I know I have already found similar requests elsewhere, but have not yet received a solution from Zoho. Therefore I would like to refresh the topic and hope that a solution can be found. I have reports in the Creator, which I
      • is Zoho desk down ?

        We have not received any tickets via email on the Zoho desk for the past hour. I also tried sending several test emails, but as of right now, no new ticket has been created on the desk.
      • How to make one code flow run for multiple people in the org

        Hi Folks, I have built a flow to transfer a Zoho calender event as Zoho CRM module record. The code works perfectly as needed. But the issue is I want the same functionality for others in our org. It is showing only my calendar in the selection trigger.
      • For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account.

        Hello Zoho Even if we open 10-15 windows in still we are getting our accounts locked with error " For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account. "
      • Subject: Urgent: Unrelated Email Automation Issue – Request for Immediate Resolution

        Dear Zoho One Support Team, We are currently facing a critical issue with email automation in our Zoho One account. Despite deleting the associated templates and workflows, the same email templates are still being sent to our customers. This has become
      • Tip of the week 63- Know your contacts well with polls in Zoho Campaigns

        Communication in its true form is characterised by feedback. In email campaigns there are a few avenues via which you can achieve this. Using polls in Zoho Campaigns is one such way. With polls enabled in campaigns, your contacts can interact with your emails and help you understand them well.     There are three types of polls available to be enabled in your email campaigns:   Basic poll Rating based poll Reaction based poll     Basic poll-    Provide a question and allow the email recipients to
      • Relocating from Zoho Connect External to Zoho Connect Internal or Zoho CommunitySpaces... or move off of Connect completely.

        This conversation is aimed at Zoho clients that currently use Zoho Connect's External network platform. As I discovered in the comment section of another post, Zoho Connect is halting development of Zoho Connect EXTERNAL networks in favor of the new Zoho
      • Relay Mail Failed

        Hello, We are using SMTP Relay Settings in ZOHO CRM for sending emails using office 365 server. But every time we are receiving below errors. The Relay Configuration for the domain Domain.com and feature WorkFlow has failed 3 times today . Mails will
      • Leverage layout rules to customize workflow

        Layout rules in Zoho Sprints primarily aim to customize the field layout of your creation forms to meet complex requirements. But it doesn't stop there. Its customization can push the boundaries of how your fields behave, how data is gathered, how processes
      • How can I see sent mail ?

        Hi, When you send a sale order or invoice to the customer using the email function, where can bee seen the sent email ? I can't find it in the "sent" folder of my mail client, nor I can't find it in the mail Related list under the company or the contact.
      • Add RTL (Right-to-Left) Text Direction Support Across All Zoho Learn Editing Interfaces

        Hi Zoho Learn Team, Hope you're doing well. We would like to request an important enhancement to Zoho Learn regarding support for right-to-left (RTL) languages such as Hebrew and Arabic. 🔹 Current Issue While the Knowledge Base Article editor provides
      • Zoho Creator Populate radio field with values with all the created rows subfor

        I have Main Form where i have a lookup field where i get brewery names and the number of tanks as a multiline text field with a list of beer names Based Brewery selected and bbt_tanks number i create rows in the subform and now i want to populate list
      • How to control the # of version of files to keep?

        Currently most of the WorkDrive Storage comprise of the many versions of files saved. How do I save some space and reduce the number of version of date or files saved in WorkDrive? Thanks
      • Meet Zoho Sign's AI answer bot!

        Hi, Our goal has always been to ensure all our resources are readily available for our users. With this in mind, we're excited to introduce Zoho Sign's answer bot, a solution designed to help users instantly find relevant help articles by eliminating
      • LinkedIn X-ray Search on Google

        Are there any workarounds or ways to extract mutliple Linkedin Profiles from a google Linkedin X-Ray search. My ideal would be copy the X-Ray search
      • Writing a single vendor check for multiple bills

        I need to be able to create a single payment for 15 to 75 bills.  We have a few vendors that bill us per transaction.  During our heavy sales season those vendors will send as many as 40 bills per day and we pay these bills weekly. The check wringing
      • Zoho CRM mobile: support for record images, predefined WhatsApp messages, and multi-select lookup field

        Hello everyone We've made a few enhancements to the Zoho CRM mobile app to improve your experience. Here’s what’s new: Extended record image support for modules (Android) Predefined text support for WhatsApp messages (Android) Multi-select lookup field
      • Zoho Customer Portal App for android is not compatible

        Trying to get client to install the app with their android phone but all the same which mention not compatible but IOS is working fine, anyone has the same issue and has alternative solutions?
      • Zoho Social vous présente Linkthread : un seul lien pour tout votre univers digital

        Nous sommes fiers de vous présenter Linkthread, la toute dernière solution signée Zoho Social. Cet outil repense la manière de partager vos contenus sur les réseaux sociaux, en offrant une expérience plus fluide, personnalisée et impactante. Pourquoi
      • Automatically restrict access to a sub-folder within a team folder

        I have a flow that creates a folder within a team folder and then it creates a handfull of sub folder within each folder that is created in this team environment. There is one folder that is created in this team environment that i want to restrict access
      • Task List Workflow Rule

        I'm having an issue when creating a workflow rule to notify customers by email of the project progress. I need the criteria to be TASK LIST STATUS not just task status. I don't want our customers getting too many email notifications throughout the project,
      • Using Zoho for Quarterly Forecasts and Tracking Sales

        Hi, I'm trying to set up Zoho to be useful for our company, and am finding it exceedingly difficult. We sell inexpensive products directly to a large number of accounts. All I want to do is to be able to make quarterly sales estimates, then track how
      • Adding Sender Address with Basic Plan

        According to the knowledge base, I should be able to add Sender addresses with the Basic Plan. But whenever I try to add an email, it takes me to a search window and I cannot find any emails in the list. Even mine, which is the admin. email.
      • Payment for product renewal

        Good morning, I am requesting your kind assistance to renew my subscription because when I try to make the payment I get this way
      • Email with uppercase letters causes problem with portal

        Hello, When my customers register on a form, if they use uppercase letters in their email adress it causes problem with the portal. When I send the invitation for the portal, all letters are automatically modified in lowercase by the system, and when
      • Introducing Color and Order Preferences for Blueprint Transitions

        Blueprints exist to improve the efficiency of your company's processes and ensure compliance — but only if your users follow them promptly. More often than not, your users may find it challenging to adopt your processes and follow through on them, especially
      • The Status in Zoho Finance is inaccurate

        We have many overdue invoices, but when we try to filter it by Status Overdue in the Zoho Finance Module it shows it as none This is also creating a problem when I need to Create a Chart or KPI for overdue Invoices If I open the Invoice I can see the
      • Permissions within a sub-folder

        Hi all, I am interested to know if it is possible to remove a member from a subfolder, even if he/she is member of a folder of higher hierarchy. As an example, let's assume I add 5 members in folder X with Edit privileges and folder X has several sub-folders, let's say X1, X2, ...., X1.1, X1.2, ... In this case, all 5 members inherit the same privileges to all sub folders. Is it possible to go and change the privilege in one of the subfolders? So far, I have not managed to do it. thank you, Sofoklis
      • Workdrive - permissions inside folders

        Is it possible to set folder permissions inside team folders that are different to the main folder? My specific case is so that I can share a team folder with my sales team, to access shared docs, but have one folder per user that are shared only with
      • Hide subfolders in a team folder

        Hello, I am starting to use Zoho WorkDrive to manage files and I find the need to restrict access to a subfolder in the team folder for some users until all of the documents in it are ready to be printed. However, I do not want to create separate team
      • Introducing WhatsApp Marketing with Zoho Marketing Automation

        Dear Marketers, In the world of marketing, personalizing engagements with customers is often exhaustive but—thanks to WhatsApp—not exactly mysterious. WhatsApp has evolved from a simple messaging platform to a sophisticated tool for sending out marketing
      • Zoho CRM - Analytics: How Can I Set Monday as First Day of The Week?

        Hello, In the analytics section of our Zoho CRM (not Zoho Analytics), we would like to track our SDRs' outreach activity. However, it appears that Zoho CRM treats Sunday as the first day of the week for the "This Week" and "Previous Week" filters. How
      • Location functionality now deletes bundle information if changed

        With the introduction of Locations, we are experiencing several issues. 1. When bundling an item, the 'default' is to the organisation, not a location. This is not a significant issues, other than when you change the value, any batch tracking information
      • Is Zoho Abandoning Zapier Integrations in Favor of Flow?

        I recently invested in a paid Zapier account to automate key parts of my Zoho workflows, but I’m hitting roadblocks. Zoho’s automation tool, Flow, clearly gets the lion’s share of development effort, and their Zapier connectors feel neglected. When I
      • Bookmark order

        Hi all, We have a very big document/template that requires manual editing after doing a mail merge. To make this easier, I thought I would add bookmarks to navigate to the areas that will require editing. I thought these would be in order that they appear
      • Next Page