Missing providers section to become a small accounting application.
At the moment, you can manage all the information related to your customers but you can not manage information related to your providers. Let´s say that we need the following sections in order to have an accounting application: Accounts receivable (where the company enters money received), Accounts payable (where the company enters its bills and pays money it owes), General ledger (The Company´s boks), Billing (where the company produces invoices to clients/customers), Stock/Inventory (where the
Organization info missing from estimates/invoices
Randomly today it seems that fields from my my organizations profile are missing from the right corner of all of our estimates and invoices generated. Some fields are showing up such as; organization name, address, city, postal code, and country. But phone, fax, website, and our license number set as a VAT will not appear. The generated estimates and invoices still have gaps in this area where the information used to be. Any one have any ideas, I have tried re-entering this information, but it will
Only bill for 50% of invoice amount?
I have an Authorize.net gateway and we want to setup fixed billing through Zoho Invoice. The way our billing works is a client pays 50% upfront and 50% at a later date. With the current Authorize.net placeholder the links brings the client to a page where they can't edit the amount they're supposed to pay. I'd like the client to be able to edit the "Pay Amount" line in the Authorize.net payment area. On a side note, I'd also like to change the text that is automatically added to the link of the
INVOICES
WHEN I CREATE AN INVOICE IT HAS THE DOCTORS NAME AND THE PATIENTS NAME. WHEN I PRINT THE TWO FIELDS ARE NOT ON THE INVOICE. I KNOW WHO THE DOCTOR IS BECAUSE ITS IN NAME AND ADDRESS FIELD. I HAVE PATIENT AND DOCTOR NEAR THE MIDDLE OF THE INVOICE,ONLY UNTIL I PRINT.
send invoices
Hi! How can i make that invoices are automatically send attached to an email template when they are created? We are going to use creator to generate automatically our recurrent monthly invoices. we'd need to automate the whole process so it's important that invoices get send automatically. Thanks a lot
Invoice template - Right hand side billing address
Hello, I need to have the billing address on the right hand side of the invoice instead of left by default. In the left hand side must be the invoice information (number, date, ref number...). How can I switch these two information blocks together ?... Thanks for your precious help. Best Regards
Change fields in Zoho Invoice - HELP URGENT!
Hi. This is urgent. I need to include a field on our invoice that states our GST number. I thought of replacing the PO field with GST, so did so when I edited our default template, but when I create a new invoice that field still remains PO#. Also, when I try and add a custom field, it works but when I export to pdf it says 'I need to change the pdf template.." This is very urgent as by law we need this on our invoices in New Zealand. I have attached a copy of an example of what the invoice currently
Rounding in Zoho Invoice
Hi, I am having difficulty rounding the Total to a whole number. Can someone help as I cannot generate invoices that reflect the quotation exactly. Jessica
Applicable Taxes are not being calculated
Hello, When I attempt to create an invoice, the applicable taxes are printed on the invoice but the calculations for those taxes DO NOT appear. Pleas see example below: Line item 19.00 First tax (1.5%) 2nd tax (0.2% ------------------------------------------------------- Total 19.00? Any ideas on what I may be doing incorrectly? Thank you in advance for your assistance.
Problem with field showing up on custom invoice-Help!
Hi - I made an adjustment to my custom invoice template, and now have one field's content not showing when printed or saved as a PDF - but it shows on the record online. I've compared the custom invoice fields to those on the standard invoices and cannot ( to my frustration) see any difference. Not to the field name, or the the field syntax, or the field's placement. Specifically, I'm having problems with %TaxValue% - the amount shows up on the invoice online, the tax amount is calculated in the
Would it be possible to add a "estimator" to my website?
I own a small swimming pool service. I think it would be wonderful if client could go to website create their own estimate/invoice ex. Swimming Pool Openings Estimate and there would be a list of different services we provide which they could pick and choose. Basically like a shopping cart but without the payment feature. There are too many variables to count until job is finished for them to prepay. So after they've created estimate it would be sent to me and them via email and after we arrange
Why there are only 3 custom fields in invoices
I am wondering why the application allows only for 3 custom fields for the invoices, estimates, customer information etc.? Is it possible to extend this great functionality to lets say 10 custom fields as a customization for our company? We believe this looks like a very promising product that we shall like to adopt.
items to project
Hi, I'm working each day on several different projects, i use material for this (items called in Zoho Invoice). Is it possible to ad items to a project (not directly to an invoice)? Thanks
How do we track inventory with Zoho Invoice (or CRM?)
We need to track our stock, what solutions are possible with Zoho ?
payment ways
Hello, I am considering the possibility of start using zoho invoice in my company. However, the way I charge my customers is by taking the money from their bank account. When I generate an invoice, the system generates automatically the charge according to the customer data (bank account, amount, date etc) The program create a kind of document which I send to the bank to make the charge in my customer´s account. Please, could you tell me if it´s possible with zoho? Thank you.
CSS not supported in templates for invoice and estimate?
Hi! I was just wondering why CSS is not supported from the editor for invoice and estimate templates? Regards Patrick
I have the impression Zoho Invoice is not further enhanced for the last 2 years.
I am evaluating Zoho Invoice, but I have the impression that it is in maintenance mode. Whenever I search for a missing feature I end up at the Zoho forum where obvious features such as custom item fields, import of items, subtotals, discount on invoice totals, discounts per customers, etc. are forever deferred since 2010. The last enhancement to Zoho Invoice was in February 2010 announced in this article https://www.zoho.com/news/zoho_revamps_zoho_invoice.html Since then nothing has been done
Zoho integration with Peachtree Accounting Software
Hi, Can Zoho invoices be exported (batched) to Peachtree? How can I do that? Thank you, Carlos
Important Features on Zoho Invoices
Good morning, We use Zoho Invoice with satisfaction, but there are some features that we really need. We need to know if they are planned or even if we can buy customization for us. 1) We need a lot more attributes for the Customers. We need to save the data bank of the customer, name of the account that follows them, Vat code, riba, rid for the authomatic transactions. 2) Example : We have a recurring invoice each 4 months. It 'important that in the invoices generated by recurring invoice is written
Tax rounding issues in Zoho Books and Zoho Invoice
I work with both Zoho Books (for my own business) and Zoho Invoice (for a client), and the problem is consistent in both platforms. In some cases, rounded prices are proposed inclusive of tax. This can cause problems when working back to an amount exclusive of tax. E.g. I have a price of 55 EUR inclusive of tax (21%). No matter how many decimals I put in the price on line item level, I always end up with 1 cent too little or too much in the invoice total. I have a feeling that VAT is calculated on
Invoice not woking
I can not invoice. Message says "please enter valid item" which I did from my drag down list???
CUSTOMER NAME
I GENERATED INVOICE BUT CUSTOMER NAME IS NOT COMING ON INVOICES
customer catagories
Hi guys, i have a small business and have played around with zoho invoice, with the hope of switching over - as i liked the android compatibly (i.e. i can invoice from my mobile phone) the software has a very clean layout, is simple to use and has some great features. there are a few things though ive noticed, which are standard in other software and i find really usefull, and sure other business would too, that are missing in zoho invoice. i have listed them below. please let me know if any are
Credits not working in Zoho INVOICE
Dear Support Credits are not registering in Zoho INVOICE. I apply a credit and the credit shows up as applied on the INVOICE but the balance due is unaffected. A screenshot is attached. This has never happened before and I have duplicated it on 3 different customers with credits owing. Neal Bennett
Cannot get to my invoicing!
I rely heavily on the invoicing for my small business...Always wondered what would happen if Zoho lost all my information...At the moment, I cannot access my account. Error message says "There is no web page matching this request..." When I called, I got an automated response saying no one is available to help me, please leave a message!
Paypal Payment Options
How do you add online (Paypal) payment options onto invoices? When I export my invoices there is no payment option. Need to send out invoices with this option ASAP!!! I also already have my paypal intergrated.
Link expense to existing invoice?
Is it possible to simply link an expense to an existing invoice? Many times I have small expenses that I would like to hold and place on an existing larger invoice. Is this possible? If not, then a check box in the expense detail stating "previously invoiced" or a text field where we can place the invoice number manually would be nice. This way, I wouldn't have so many un-billed expenses and I wouldn't have to send multiple small invoices out to my customers.
Combine expense items
I wanted to combine several expense items, and bill those items to a customer in a combined invoice.... is this possible?
How can i set a Net 60 days for a payment term for a customer?
How can i set a Net 60 days for a payment term for a customer? I am aware it is not listed in the drop down list. Also, i am aware that i can add a custom late fee. i require a option where when i select a month, there should be a drop down menu to select how many months. Hence i can select 2 to achieve net 60 days. Please advise Thanks alot.
How is the New Plan an Upgrade
Hi, I had to switch to another company; how is the new plan an upgrade? You might as well just offer the professional plan! Thank you, Mario Stevenson, Master POC; Special Project Operations & Community Organizer
Problem upgrading from Free Plan to Standard Plan
I get the following message after I entered my credit card info when trying to upgrade from the Free plan to the Standard plan: "Transaction failed: Fail to obtain approval for the online transaction due to Declined". I tried 2 different cards that I know work. Please help
Statement Of Account
In the statement of account for each payment please add the invoice that the payment is referring to. This info is not available now whereas earlier the invoice is indicated.
payment > invoice
Hi, A few of our more regular customers sometimes make payments for several invoices at once (in one payment that is). Currently we manually split to payment to the invoices, but as we would like the payments in Zoho to reflect the actual received amounts on our bankstatement, I was wondering if the following feature might be worth adding: 'add payment' button on the customer page enter an amount, and give to options: apply to oldest open invoices manually select invoices and enter amount per invoiceMaybe
Aging Summary - Thank you, Thank you, Thank you, ....
Thank you Zoho for a wonderful product and affordable tool to your users. The passing on of your product to us (your customers) becomes part of 'our' service to 'our' customers. You, us and our customers is a triangle. What you cannot escape is faith. Faith is earned through service. I lose customers because faith is lost, either because service is lost or superior elsewhere. So, let's look at the evidence of service on a particular idea with Zoho: nagendra1 2 years ago to mposen "Thanks for the
Creating a link between Estimates and Invoices
I tried to find Support but can not find it any more so I will post this here. Nearly all my business involves creating quotations (estimates), getting an order, and then, creating an invoice from my quotation. It would be really really really nice if, when I created an invoice from the quotation, something was created to link the two. In my ideal world, when I look at the listing of Estimates, instead of seeing "Invoiced", I saw "Inv-1234" One complication is that sometimes there is more than one
Zoho Invoice and its backwards payments received
In business many occasions we receive checks which cover 2 or 3 invoices. When adding payments to the system we're forced to go to each invoice and mark them paid instead of adding a single payment at once and selecting the invoices being paid. Other then this wasting unnecessary time, it also screws up accounting when looking at reports. We end up looking for payment amounts we supposedly received but they do not exist since it was a one single large payment. It also forces us to send multiple payment received /
EXCHANGE RATE CONFIGURATION
Hello, I have set our companies base currency as mexican peso. We charge services in mexican pesos to some clients and US dollars to other clients. There are two different price lists, one is not a calculation of the other. I have programmed the customers with their assigned currency and this works fine. It shows the USdollar on the us client and the MXN peso on the mexican client. But I see that when I add items to the catalog I cant assign them different currencies. For the program to truly
Example of Zoho Invoice system
Hello! I am thinking of integrateing Zoho invoice in one of our web system. Only thing is that I have doubt about how it looks like and how much can it be integrated. Can some of you give me some links where it is been done? I would like to take a look and then decide wheter to do it Huge thanks in advace!
php
send mr the php format to access invoice API , its not working normally thanks in advance varun
from MS Word to Zoho
My success story is a little more drastic. We were using MS word with a basic template to do our invoices keeping the info on a USB stick, it was always available, but still not as flexible as I wanted it. now using Zoho Invoice, I can jump on my laptop, or dive into the nearest Internet Cafe, or even on my client's pc generate and mange all my invoices with all the reporting any small business could wish for. I'm sure you will still add many features, but for now, I am already impressed. Keep up
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