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

      • Introducing Assessment-based Filters in Zoho Recruit

        We're thrilled to announce a handy new feature: Filtering Candidates by Assessment Answers. This tool allows you to refine your candidate search based on their performance in screening tests or assessments. It's a great way to find candidates who meet
      • Editing data in Related List tables

        Hi, we have a related list table showing many quotes on our Client record. At present, we have to edit each quote record by entering each record and then going back to the Client record. Is there a way to edit the various fields shown in the related list
      • Best practices for logging - Custom Scripts/Functions [How do you do it / Survey]

        Hi @all , I would be very interested to know how you log your functions and client scripts. Until now, I have always sent error messages and relevant logs to a central e-mail address, but this quickly becomes confusing and can clutter up my mailbox. How
      • 【最新版】オンラインフォーラム 初めてガイド (2025年4月更新)

        お世話になっております。 ゾーホージャパン コミュニティチームです。 日頃より、Zoho コミュニティ オンラインフォーラムをご利用いただき、誠にありがとうございます。 このたび、「オンラインフォーラム 初めてガイド」を更新いたしましたのでご案内します。 これからフォーラムをご利用になる方や、あらためて利用方法をご確認されたい方は、ぜひご活用ください。 ◉オンラインフォーラム 初めてガイド こちらからご覧ください:https://writer.zohopublic.com/writer/published/2e1eed38a6e75da9f451787e82097f9dba22d
      • Is there a way to add Expenses in a milestone or a task?

        Hi, I have a project that one milestone is a lumpsump and another milestone is billable time and material. Is there a way to add a specific milestone or task when adding an expense in my project?
      • Welcome to Zoho IoT Community

        Hello all, Welcome to Zoho IoT’s community, your go-to space for all things IoT and all things intelligent. This community is built just for you, our customers, developers, partners, and fellow creators. Whether you're building your first IoT application,
      • Let’s Talk Recruit: Are you still managing hiring manually?

        Welcome back to our Let’s Talk Recruit series! This time, we're talking about automation in hiring—the kind that saves you from the endless loop of manual updates, follow-ups, and status checks. You know the drill. You shortlist a candidate, send an email,
      • Can I transfer Quote Grand Total to Deal Amount field?

        I would like the Deal to be updated with the Grand Total or Pre Tax Total field from the Quote. A deal may be an indicative price, but the Quote will be the exact price. It would be great to have the deal reflect the exact amount without the sales person
      • Organisational Chart

        I can see from screenshots that Zoho people has organisations charts but cant seem to find it anywhere online.  Can you please direct me to the right place Below shows the screenshots I am talking about http://www.zoho.com/people/screenshot-tours/screenshot-tours.html#Organizationchart http://www.zoho.com/people/organization-chart.html Cheers Sam
      • CUSTOMER PORTAL SIGN-UP FORM

        Is there a way to customise the customer self sign-up form so that it asks for FIRST-NAME and LAST-NAME? The field "Name" is likely to get people signing up like "Bob".   Also, is it still the case that we receive no notification of new user sign-ups? Is there a rule or workflow that will alert agents when new portal users sign up?
      • Adding Email Aliases - You don't have permission to perform this action

        Hi, I am super admin of my organization. The target user is an admin. - I can't add a new alias to a target user's email. - I am able to delete user aliases for the target user. - I tried to add the desired alias to me user, that worked. Then I tried
      • How can I send my new Blogs to my subscribers

        I have a blog that I publish new entries every day. How can I automate it to always send my blog to my subscribers
      • Creating a support request / ticket via email to xxx@zohosupport.com

        Is there the ability to create a ticket from an email sent to my support email address (e.g. xxx@zohosupport.com)? For example, I am running a small computer support/service business and I would like to be able to direct potential customers to send an
      • Zoho CRM Live chat cant chat on Contact record?

        We just implemented Live chat in Zoho and I was shocked to find out that you cannot have a Live chat on the actual Contact record in Realtime. We used Salesforce Live agent for the last 7 years and I took it for granted that Live chats come in on the
      • The Handy Board - The Cricket Robotics Controller (BF245)

        This article describes the The Handy Board - The Cricket Robotics Controller (BF245). The content is very simple, very helpful. Components in this article can help you understand better understanding of this article. For example, in this article, you can go to find and buy these components: BF245. The Handy Board is a 6811-based microcontroller system that lets you build mobile robots for educational, hobbyist, and industrial purposes. People use the Handy Board to run robot design courses and competitions
      • Cant make payment, pls help

        I've contacting the support team, but i have no luck updating my Credit card payment on the zoho..please advice.. thank you
      • Bigin use in hospital- Human Med or Veterinary

        I am looking for users who are in either human or veterinary medicine and use the CRM specifically for referral management tasks. Are you using the basic version? How many users update the CRM and is it effective? Did you pay for additional customizations?
      • Open url deluge task on page

        Does the openUrl task not function on page scripts? For my particular case ive been attempting to create a popup window on the dashboard page for certain users. I've edited and reedited my code multiple times to no avail. The same code functions in a
      • Lookup field in User module cannot look up to custom modules!

        Hi there, Expense has been great so far but it's sad to see that a simple thing such as allowing a lookup to custom modules from the Users module is not yet implemented. Hope to see this in the next release. Do you have any plan for that?
      • Sprint Integration Problem: Form Submission Fails Because of Date Field

        I'm setting up a connection from Forms to Sprint so that when the form is filled out, it creates an item in the Sprint. However, I created a date field in Sprint, and the item is not being created because it says the format is invalid. I've already changed
      • Integrate Google Chat with Zoho CRM for seamless collaboration

        Hello everyone, Sales is a team sport and sales reps have to be in constant communication with people inside and outside their organization. While email remains the most effective channel for important conversations, sales reps often collaborate via chat.
      • Fill Mail Merge document up with subform fields of an Inventory module record being in the Related List

        Hi, I try to insert subform fields from an inventory module record being on the Related List of another inventory module record into a Mail Merge template without success. For example: we use ratecards in licensing and this ratecard items are available
      • 30+ criteria in a query/filter

        I need to do a query/filter of leads that are in any of 30+ cities - how do I do that without adding so many separate lines for each city on the list and exceeding the maximum number of criteria?
      • Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts

        Hello ZOHO, why am I getting this kind of error? Your Incoming has been blocked, and the emails will not be fetched in your Zoho account and POP Accounts. Kindly unblock this.
      • How to incorporate WIP inventory on Zoho Inventory?

        In the ITEMS section, I have listed my Raw materials (Say RM1 - For Mild Steel Pipes).  Once I raise a PO to buy these Raw materials, and close the PO by raising a Bill and recording a Payment, the Raw material gets updated in my Stock-Inventory. RM1 - Mild Steel Pipe 6meter in Length - Initial Stock count - 10Nos WIP1 - Mild Steel Pipe 6meter in Length with Drilled holes - 0 Nos Now I perform a value addition on 3 Nos (cutting, drilling, notching etc), which will convert the RM1 to WIP1 (Work in
      • My email cannot be set up

        I’m setting up a email with Shopify domain name. I can successfully send out emails but cannot receive. What should I do?
      • I just want a filter to stop emails going to newsletters and notifications! AHHHHHH *pulling hair*

        I have been trying a filter, after an hr I know its not working, then another filter, and another, and another. Its been 3 days and I'm going crazyyyyy Has anyone had any luck with a filter that sticks, so that mail goes to the inbox (unless you have
      • how do I update my credit card information

        ho do i update my credit card info
      • Syncing Sql Query Table to Zoho Sheets

        I want to sync Query table to Zoho Sheets. I already used data connection zoho sheets but the issue I am facing is while it gets synced the data I entered in new columns next to synced columns is getting mismatched as new row data is coming. So is there
      • Downloading Phonebridge Call Recording

        Hi there, I am trying to build a deluge function to transcribe the voice call recording. Well using CRM API accessing the Call record entry, the response contains a field and value for the URL of the recording "Voice_Recording__s":"https://phonebridge.zoho.com/phonebridge/recording/067fa1757?????5093ba6?serviceID=648185902"
      • ZOHO CRM and Make.com integration, Search records API Call

        Hello, I am trying to use the search records api call through make.com however I keep getting the "Invalid Query" error even though I am sure I have formatted the query correctly. I have uploaded a screenshot of the query, could anyone please let me know
      • Deluge needed to see Invited Meetings related list has changed

        Hi, I need to trigger a workflow depending on if/when a Deal's Contact has declined a meeting invite. Theres an Invited Meetings related list in the Contacts module which shows which meetings they have declined/no response/agreed/maybe. So, I need some
      • Integration of WhatsApp with Zoho Commerce for Customer Support

        I am looking to integrate WhatsApp Plus into my Zoho Commerce store to enhance customer support and communication. Specifically, I want to know how to set up WhatsApp chat for real-time assistance on product inquiries, order tracking, and post-purchase
      • Create custom button that sends an email

        Hello, I have a scenario that I cannot figure out if I can make happen and would like some help. Scenario: We sell via distribution and direct. When a distribution opportunity comes in we send an email to the distributor with details on the opportunity
      • Make Tasks universal across all Zoho Applications/Platforms

        I feel it would be good for tasks to be a universal product across all Zoho platforms! Our company currently uses several Zoho products, but it is extremely frustrating that "Tasks" are not universal to all Zoho Platforms.   As an example "Zoho Connect" has tasks but they are not the same as tasks in "Zoho Mail" tasks.  Zoho Mail Tasks is much more user friendly, has more features and uses.  As a company it is frustrating trying to tell users where to assign and use tasks as they would have to login
      • Workflow Pass/Failure Report - Showing all passed and failed workflows (all workflows view)

        Hi Team I'm unsure if this already exists but an idea for a view in the usage report to view all ran workflows pass or fail, this would be great to be able to manage all workflows for failures without looking at individual rules especially with numerous
      • Excluding specific email address when sharing email across organization

        Hi There. Please could you let us know if there is a way of sharing email across organization but excluding one specific email address (e.g. your private gmail).  Our approach: We thought about excluding gmail domain in general, but this useless as all
      • Weekly Tips: Say Goodbye to Email Anxiety Using Undo Send

        It is common to feel uncertain about whether our email draft is polished or if it is the right moment to hit send. Just when we think we have made a decision, we might accidentally send it or suddenly question whether we should revise the content again.
      • Different behavior when adding breaks via check-out/in and via regularization

        Hello, I use Manual Mode for breaks and the following settings: I noticed I can see the breaks in detail view, list view and Presence Hours Break-up report if I check-out/in manually during lunch break (which is the behavior I want). Problem: I can't
      • Printing Mailing labels

        Is there any way to adjust the size of the printing labels? or product would I use to print labels from Zoho? Thanks, Josef Krieger Moderation Update (14th April 2025): We have another post discussing the same topic with votes and feedback from users.
      • Next Page