ACH and Credit Card Options
I do NOT want to accept credit cards but am integrated with Authorize.net for their eCheck service. How do I turn off the credit card option in the client portal?
How to add title line
I would like to add empty or partially empty line into my zoho invoice. How I can do that (via web or via API) ? Ex: Category 1 [nothing more] Product A Description A Quantity A Price A Total A Because, for long invoices, it's not really readable...
Bill print formats
Does it support thermal printer, as I cannot see any format that can be printed on thermal printer Sheet and pdf are there and both are A4 size
OpenSearch
Hello, Is there an OpenSearh engine, for me to be able to view the tables and objects from Zoho Invoice? where can I get the "OpenSearchDescription URL" I've configured an Oauth connection but i am getting an error that states. "This is probably not a valid OpenSearch Description, verify that the URL points to an OpenSearch compliant search engine"
Generate Invoice for a specific date range
We use Projects and enter time in Projects. We then want to be able to generate an invoice for an a specific date range of the Project time. For example, 8/15/19 through 8/31/19. But it appears Invoice only lets me select a Date to bill up to. I don't want all the unbilled time to show on the Invoice, just a specific date range. How can I do this with in Invoice please? Thanks!
varias monedas
UNA MOMENTO DE HACER UNA COTIZACION O FACTURACION NO ME PERMITE FACTURAR O ELEGIR EL TIPO DE MONEDA. AL MOMENTO DE GUARDAR A CLIENTE ME SALE MONEDA BASE DOLAR PERO QUIERO EN SOLES Y NO ME PERMITE CAMBIAR DE MONEDA.
Invoice detail lines not showing
Hi, Previously, all timesheet items have displayed on an invoice. The current invoice shows one total line. How do I get all the lines to display on the invoice?
How to create new Contact using Invoice API?
Give an Example... I'm also tried a methode that has been given from ZOHO invoice Guide... Its not Working munch Well..Please Guide me.. And Give an brief example for that Question.....
Getting scope error(23:Invalid Scope Passed) while creating invoice using zoho invoice api.
I am new to zoho invoice api, I want to create invoice for one of my application and I choose to use invoice api. I red the documentation. I am facing scope error while creating invoice. I am using url https://accounts.zoho.com/apiauthtoken/nb/create and parameters as ?SCOPE=ZohoInvoice/invoiceapi&EMAIL_ID=[ZohoID/EmailID]&PASSWORD=[Password] to generate authtoken from my java application api. and following is my service to create invoice RequestBody formBody = new FormBody.Builder().add("JSONString",
The Dashboard on the Mobile version of Zoho Invoice shows receivables for LAST 6 MONTHS.
But the desktop allows THIS FISCAL YEAR. It would be VERY helpful if the desktop and mobile apps both allows the same time frame, as the numbers may otherwise not be the same. Thanks, folks.
Pause button in Timer in Zoho Invoice
It would be very helpful if there were a PAUSE button in the TIMER. Unless I am missing something, I have to stop the timer and re-start the timer for a new session after I've paused to do something non-billable.
add date range to unbilled project hrs - invoice creation
see screen shot. email me if you want more detail! jeffrey@hark.bz
Marking an invoice as paid pending cleared funds
I am trying to find a way to mark an invoice as having the payment sent, but still waiting to clear. I can see that invoices can be listed as "Payment Initiated" but I don't see any documents that explain what that is, nor can I find a way to assign that status to an invoice. I want to be able to give my invoice a status between unpaid and paid. Can anyone suggest any way to do this? Thanks.
Dedcuct from Retainer before sending Invoice
Hello One and all I just started re-using zoho invoice for my OneMan IT Shop. I make use of retainer payments in the form of pre-paid services. What i have noticed, is when i generate and invoice, i have to 1. Save it first 2. Deduct the Invoice amount from the Retainer 3. Then finally send it off to the client What would be much more idea. 1. Invoice is created. 2. Zoho Checks to see if there is funding in the Retainer account 3. Just below the invoice, Zoho, shows u how much is in retaner 4. Zoho,
How do I use different hourly rates for different people and their tasks when invoicing from Zoho Projects?
When I create an invoice out of Zoho Projects (Timesheet tab), I'm asked for just one hourly rate. I need to use a different hourly rate for different people, even if they are putting time in on the same task. I know I can break out lines in the invoice separately to accomplish this, but that is, obviously, manual and risky. How do I do this automatically? Can I enter a billable rate for an individual somewhere? On the invoice, can I specify which person the hours are associated to, then change
Create invoice from Form
I'm looking for a way to create an invoice based off a form. We typically have people register for events and request an invoice. I'd love for the registration form to automatically create an invoice if they don't pay with a credit card during registration. I have looked into Zapier integration, but the API requires you to set a fixed customer in the integration. Not so useful! Anybody have a way a form filler can select from a list of customers and pass that into the invoice? I don't really care
Tax Invoice
I Dont want Tax invoice in template just i want simple invoice
Zoho_Invoice
Hello, Could you please tell me how can I create a retainer invoice from 1 selected article when my invoice includes several articles (I would like to exclude of payment other articles from the same invoice) ? For example : I create an invoice that contains 7 articles. For the first moment, I would like my client to pay me only 50% from the 1st article. Is it possible to send a retainer invoice that concerns only 1 article ? Thank you very much in advance, Kind regards
Stock
I am new and learning this software before making any payment How to add stocks I am using zoho invoice But not able to see where to add stock.
Copy Estimate Number over to Invoice?
Is it possible to have the Estimate Number auto-copied or placed into the invoice when I use the Convert to Invoice option for that Estimate? Thanks for your help. Jim
Need assistance
We are a company who making online business. We have urgently need sending invoice to the customers individually through mail. We need the requirements following by 1. Bulk invoice ( Own / Selectable template) sending to 1000+ customers daily through email automatically when upload excel file. 2. Looking customer support for our customers (Like zendesk) 3. And E-Mail marketing. We need to know what is the procedure and further details.
Webservice
I would like to know if it is possible to use webservice? Is that in order to generate the invoice number, the number will be given to me by the supervisory government through webservice, I can not generate the correlative. Once it generates the correlative the inspection government will register the products of the invoice which will have to send them via webservice as well, it means that I receive and I just receive the invoice to create the invoice automatically. Has anyone done anything like
Notation numbers, amounts European style
Can I change the notation of an amount in European style: say one and a half as 1,5 instead of 1.5?
Formattong values, numbers
Hello, How can I use European style numbers? Ex. two and a half as 2,5 (comma separated) instead of 2.5
Mandatory custom fields
Under preferences we made a new custom field for Invoices. Is there a way to make it mandatory? If not, can you suggest a workaround? e.g. custom function that aborts saving if the field is empty? thank you for your help! Umberto
convenience fee
Hi i would like to know how to add convenience fee when billing a customer? say the bill is 1000 and i need the 3% to be paid by a customer how do I add it manually to the bill after total amount? is it done in tax or adjustment? can my customer see the the convenience fee if i would like them to see it?
Want to add previously paid invoices in Zoho invoice...
I am start using zoho invoice few months later but my business was too older than that. I want to add all of the previously paid invoices on zoho invoice so I can manage everything at one place. This helps me a lot and save my time. Looking forward for a solution. Thanks.
First time Invoicing
We are preparing to run our first round of invoicing via Zoho this Friday. I have a couple of hopefully basic questions: 1. We have a number of pre-payments, which we entered into "Payments Received". Will those payments appear on the associated invoice so that amount due is adjusted accordingly? 2. We have outstanding amounts from some clients carrying over from July. What are some good ways to get that information included on the upcoming invoice? Thank you in advance! Chris
Upload expense receipt
Hi there, Is there a way that one can upload the image of a receipt for an expense? Thanks, Danny.
Viewing Zoho invoices in Zoho books
I have created a few invoices in Zoho Invoice. But I would like to migrate to Zoho Books. Please let me know how to view the created invoices in Zoho books or how to migrate these to Zoho books
Total Invoiced Hours On Invoice
Hi, Is there a way to display a total of the number of hours invoiced, per invoice? Thanks
Invoice date restriction
Is it possible to restrict Invoice date? I want the users who create new invoices can not create invoices for the past. This menaas a user can not create an invonice with a date in the past. How could Inrestricti ti? Thanks
Language change doesn't apply to all the messages..
Hello! I've chosen Spanish language while registering at Zoho Invoice, but when I changed it to English, all the messages in the e-mails seem to stay in Spanish. Is it possible to change that "in bulk"? I really don't want to do it by hand with every writing I see in Spanish now. Thank you!
Importing Invoices
I'm importing a large number of invoices via CSV. I finally got all the field formats and everything working but now it's putting all rows into one client's invoice instead of creating an invoice for each row/client. What am I missing?
Workflow Automation
I am a long time Zoho Invoice user for my billboard company. I am interested in creating a Workflow Automation rule to send me (and other users) an email alert when a land lease payment is due. I have my land leases set up as "recurring expenses" in Zoho Invoice, so that they automatically input (once yearly per land owner). I am having trouble finding a "Workflow Rule Trigger". I feel like I need an option for "expense date" but the only choices I have are: When an Recurring Expense is: created,
Mass publishing of periodic invoices
Hi,I need to edit 52 periodical invoices in order to complete the terms and conditions field. Is it possible to mass-produce recurring invoices? Thank you
Date and Time in Invoice lineitem
How can I include timesheet date and time (time spent from - to) on an invoice line item. I did it once but cant remember how I did it. Also, can that be set as default?
between two lines of products
How to achieve the contrast between two lines of products on the lines of the quotation so that it is more readable? Example on the visual here. exemple of statement ... https://help.zoho.com/portal/en/community/topic/what-s-new-in-zoho-invoice-march-2017 Thank you
Estimate Help
Hi can someone please advise me if it is possible to have only a sub total, GST and total at the bottom of an estimate? I do not want prices showing up along side item & description and would just like the total figures at the bottom. Thank You
Expenses in Invoices not sorting correctly
Hi, Years ago, timesheet entries would appear on an invoice in ID order - so they would show up in the order they were entered, not necessarily in chronological order. This required a re-shuffling of the entries manually to make the invoice coherent for the customer. This was fixed some time ago. At the time (looking back through the forum), it was said that expenses would also appear in date order. That is not what's happening for me. Expenses are appearing in ID order, requiring a manual adjustment
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