Can't update the company address in zoho invoice
Dear Sir/Madam, I want to update the company address in Zoho Invoice but failed. It popped out a sentence "Invalid value passed for Website". Please advice how to solve this problem. Thank you.
Convenience Fees
I use Zoho Invoice for invoicing my billboard customers. I have a few customers that want to pay using credit cards and ACH. As a result, I have integrated an Online Payment Gateway (Stripe) for these customers. I currently charge these customers a "Convenience Fee" of 3% for using this service as I typically only take checks as payment (and the gateway charges 2.9% + $0.30 per transaction). I do this by creating a separate line item on the invoice and adding 3% to it. I would like to offer
Peppol integration zoho invoicefu
Hi, Belgium will require Peppol invoicing as of 2026. I found that this is being prepared for Zoho books, to be released in Sep 2025. Will Zoho Invoice get this functionality too? I like the Invoice app for my part-time side business as bike mechanic
Disable payment thank-you emails
Hello, can someone please tell me how to disable sending of the "Payment Thank-You" emails?
Cómo creo una factura negativa o de abono?
NEcesito anular una factura y crear una nueva igual pero en negativo. El sistema no me lo permite
Cost of good field
Is there a way we can have cost of good sold as a field added to the back end of the invoicing procedure and available in reports?
How to add image to items list in Invoice or Estimate?
Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just because
Optional Items Estimate
How do you handle optional items within an estimate? In our case we have only options to choose with. (Like your software pricing, ...standard, professional, enterprise) How can we disable the total price? Working with Qty = 0 is unprofessional....
Possible to bold or indent text in the description field?
As part of one item, I often have a detailed description that would be much easier to read if there was the ability to have a bulleted list or bold text and the like. Is this possible? My last invoicing software allowed markup in the field so, for example, an asterisk meant a bullet. I haven't been able to find any documentation related to this. Any information would be appreciated. Thank you.
when I email a invoice how can i see it was sent and also were i can go to see all emails sent
when I email a invoice how can i see it was sent and also were i can go to see all emails sent?
Getting ZOHO Invoice certified in Portugal?
Hello, We are ZOHO partners in Portugal and here, all the invoice software has to be certified by the government and ZOHO Invoice still isn´t certified. Any plans? Btw, we can help on this process, since we have a client that knows how to get the software certified. Thank you.
Is there any way to bill one client in different currencies on different invoices?
I have some customers who have their currency set as USD and most of their billing is done in USD. However, from time to time I have a need to bill them in my base currency GBP for some specific invoices, but there seems to be no way of doing this that I can see. The only workaround that I can see is to create two client records for the same client, one for USD billing and one for GBP billing, but this is not an ideal situation. Is it likely that the (hopefully!) soon to arrive multi-currency support
Tracking product & invoice margins and costs
We currently use Zoho Invoice and looking to understand how other people manage their product costs, margins, reporting etc. How do you know how much a particular job/invoice has made you and the costs involved? We have over 100,000 SKUs so not sure how
Setting Up Auto-charges using payoneer as a gateway
I use payoneer as my gateway because of my location, however, I have a new client who wants to be auto-charged every mont. Is this possible with the gateway I use? Or does the client have to manually pay every month?
Mark up column
Is there a way I can add or change the discount column to a mark up column (which would allow me to add a % to each line item?) in estimates and invoices?
Tax Deduction at Source (TDS)
I issued a sale invoice outside UAE , the customer apply TDS on the invoice , i checked my Zoho ( professional version ) i couldn't find the option of Enable TDS to let it appear while posting the incoming payment , please how to make it and how to configure
Card payment surcharge?
Hi, I would like to offer my customers the ability to pay invoices by card (using the PayPal integration). However, PayPal charges me around 5% to receive a card payment, and I would like to pass on this cost to my customer by way of a card payment surcharge. Is there any way for Zoho Invoice to be set up to automatically add a defined "card processing fee", say 5% of the invoice total, if the customer elects to pay by card? I don't want to add this on to invoice manually, since most of my clients
We can generate arabic language invoice?
Hi, is it possible to generate arabic language invoice?
Stripe Terminal with Invoice/books
Is there a way to integrate Invoice/books with a device such as the stripe terminal if you are already using their payment processing? Looking to setup a retail shop with a way to take cards on the spot.
Fetching bank transactions SFTP or WS?
Hi! I need to read my bank transactions to use in some deluge scripts in Zoho Invoice. We use the product for invoicing and everything works ok (but it is manual for now). The bank offers access via SFTP (restriced to 1 specific IP we define) WS Basic
custom function update invoice oder number not woking if the invoice created from zoho books (billings)
Hi, i have workflow that will run whenever invoice created or updated which will call this custom function job = invoice.get("custom_field_hash"); jsonMap = Map(); jsonMap.put("reference_number",job.get("cf_job_id")); response = zoho.books.updateRecord("Invoices","123456789",invoice.get("invoice_id"),jsonMap,"zohobooks2");
what does Profile mean in a invoice seting up process
Dear all, I don't know what does Profile mean in a invoice seting up process. Would you mind helping me? Regards, Lam
How is the due date calculated on a recurring invoice?
Hi I may have misunderstood how this is set up but can't seem to find answer on help. I have a monthly invoice I need to send out and the due date is say 5th of every month. So now I want to make this a recurring invoice sent 2 weeks before the 5th of every month. How can I set this up? Do I choose "Net Terms 14" say and that will automatically adjust the due date + 14 days the start date of the invoice? Which doesn't make sense as it won't always land you on the 5th of the month. Thanks Gene
Create contact with API in PHP
Hi, I try to create a new contact in Zoho Invoice from a custom application. I make this code (take on Internet) : $url = 'https://invoice.zoho.com/api/v3/contacts?authtoken='.Variable::$Token.'&organization_id='.Variable::$Organisation; $param = array( 'contact_name'=>$_POST['nom'], 'company_name'=>$_POST['nom'] ); $ch = curl_init($url); curl_setopt($ch, CURLOPT_VERBOSE, 1); curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, FALSE); curl_setopt($ch, CURLOPT_SSL_VERIFYHOST, FALSE); curl_setopt($ch, CURLOPT_RETURNTRANSFER,
Download customer statement pdf through API form invoice API
Hi, I have a requirement of download customer statement pdf through API in one of my application like invoice. I am able to download invoice pdf through API. But not able to achieve customer account statement using invoice API. Any documentation or suggestion will be appreciated. Thanks
Selling products/services on my website
I use Invoice to manually invoice clients for services after the fact. However, I would ideally like to allow clients to purchase some products and services in advance through my Wordpress website. Is there any way to embed products/services that I've
Invoice report
Please help me my report of sales person is exporting just one row with "others " in name and total amount I need report of each sales person with name and invoice paied and invoice unpaid It's available??
Zoho invoice - attachment not showing in PDF
Hi there, Earlier any attachment uploaded to an Invoice was showing when I save the invoice as PDF. But looks like last few times this is not happening. Any update on this?
How to use Profit Margin Scheme tax on second hand item sales in Zoho Invoice
Hi Second hand items Tax applied only on profit. How to configure Profit Margin GST in Zoho Invoice ?
Invalid Element is_taxable
When trying to add or edit an item I am getting this error message. i have previously added items without problems however it says this now everytime I hit save and will not allow new items to be added. Please help! Thanks.
Zoho invoice creating error { code: 8, message: 'Invalid Element place_of_supply' }
i tested with the example data provided on the zoho invoice documentation
Add Profit & Loss Report to Zoho Invoice
All the data needed to make the report is already collected. It would be great if a report could be generated like in zoho books.
"Check to add budget" option missing when creating a new project
Hi, I need to add a $ budget to a new project and then track the spend (timesheet logged) for that project so I don't exceed the budget. In the documentation (https://www.zoho.com/in/invoice/help/timesheet/timesheet-create.html) it says there is a checkbox
How to disable my signature that is added to every Invoice notification
In my 'Invoice Notification' emails, there's an extra signature. This signature is not in the mockup of the email and gets added when sending the email. See screenshot. Can you please point exactly where I find the setting to switch this off? regards, Doron I've posted this question also here: https://help.zoho.com/portal/en/community/topic/signature-18-12-2012
Custom quote Formulas
Hi Is there a possibality of getting a custom qoute and invoice. I need me quote to show my rate*Service*Days.For example 5k x 2 Macbooks for 2 days witch need to amount 2 days as i run a rental company.
How to change Emailed invoice button from "Pay Now" to "View PDF"
When I send a paid invoice to a customer who has paid in full as a receipt, it is awkward to have tell them to click "Pay Now" to view the paid invoice even though they have already paid in full. Can this green button be changed to say "View PFF" instead
Weekly and Monthly time log missing
Hi, I am trying to find the weekly and monthly time log as per the documentation (https://www.zoho.com/in/invoice/help/timesheet/timesheet-logtime.html). Have these options been removed or moved to a different location? Kind regards, Sunil
How do I add a past unpaid balance to a new invoice?
I'd like to add my customers' unpaid balances to each of their new invoices as a reminder, but I don't want to charge them for the unpaid balance twice by adding it as a new item. How can I get around this?
Custom fields in Invoice Template
Namaste, Need to add two custom fields to my invoice template, Project Manager and Project Number which can be entered at the time of invoice. Is this possible? Any help is greatly appreciated. Thank you, Sri
How to update custom field for each invoice item by deluge ?
I have below code to try to update custom field named "Com". When I run it, I get this error message "{"code":15,"message":"Please ensure that the invoice_items has less than 100 characters."}" The reason I tried this way is because I didn't find how
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