Bank "Invoice transfer notification email" to Zoho invoice
i was wondering if there is any chance to get connected standart bankaccount incoming payments with Zoho invoice. i can configure free custom notification email from bank account about incoming payments including invoice number & p.o when arrive.... it should not be hard to collect/resend these emails by zoho (the email can be configured in any way i want) and match them according to invoice number. is not it possible already? :-)
Reducing zoho invoice pdf file size
Hi there. I was wondering why my invoice pdf size is about 300kb even though I've reduced my logo size down to 50kb from its original 200kb. Please advise why. thanks
Tax order
Hello, Please anyone can teach me on how to change the order of the displayed taxes ? For example, I have created a group and appears like this; IRPF ( -9%) IVA ( 21%) I need to be displayed in the Quote on the other way round: IVA ( 21%) IRPF ( -9%) Thanks in advance, Braian.-
Renaming a payment method
Hello, Is it possible to change the name of such a field ? We are using the french version but can't find a way to change the field payment method from 'Due on receipt" to "Payable à reception".... Is there a way to do it or is hard coded ? Best regards
Zoho Inovice module on Suppliers (PO and Stock Control)
What is status on applying function on stock control and purchase orders on Invoice? Any suggestion, as CRM has this function, but integration is one way only. Thanks
Segregation in Invoice Aging
Currently we can see few pre paid and post paid customer invoices together in Invoice Aging File. In Zoho, We want to bifurcate between prepaid and postpaid customers so that we can run aging report only for post paid customers, so that we dont manually segregate from csv, how can we achieve this Kindly advise
Zoho Invoice Client Emails Can Not be Edited
I have changed/deleted 6 times the email addresses associated with a customer record, and added the corrected client email information. However, when I generate an invoice from Zoho Projects, those same three email addresses reappear, every time. This is a problem because: I would have to create a new customer record and lose history from the current record. It is time consumer to have to edit the customer record several times, when the edited information is not saved the first time. Every time
Conditional fields in estimation template
Hi there, Is there a way to display fields with a condition (like a if condition) inside an estimation field ? The goal would be to display discount amount only if > 0. Thanks Vincent
payment mode
Was wondered if the payment mode could be insert onto the invoice showing what type of payment the customer submitted.
Estimate reference number limited to 50 characters
is the any way to increase the number of characters in the estimate reference number?
multiple projects with creditory payments
I have a construction business and often have multiple projects for one customer. I wish i could group invoices for specific projects under one heading. I recently invoiced a project for $1500 and the customer paid me $2500 as they added more work that has not been completed or invoiced how would i apply the amount owed and give a credit for the balance on this particular project and not confuse the credit with the four other projects i have for this customer. some are bid and some are T&M
Duplicate invoice created and recorded payment
Hi All, I have created a duplicate invoice by mistake and recorded payment twice for same customer on the same day. Now I need to void/ delete one of the invoice, but it wont let me as I have recorded payment. Can someone guide me, Thanks in advance
exporter documentation
we are the exporting company, Our requirement is after the customer PO, We need the following documentation after invoicing. We need , Invoice, packing list. Also the format should have gross, nett weight colomn. Can i achive it? Regards. Veera,
How to Record a Refund Event?
Hello, I have a scenario and I would like some advice / help. Say I raised an Invoice of $1000 to the customer for some services which I want to offer him. The customer pays and I mark the invoice as paid (add payment). Then one fine day customer is not happy and request for a refund. We have already given him services worth of $400, so now we have to refund him the balance $600. So, how do we record this event? Ultimately, at the end of the transaction, we have only made $400 and all accounts with
may get refund... I paid for a whole year 150$ but I want mo-by-mo pay... well
may get refund... I paid for a whole year 150$ (zoho invoice) but I want mo-by-mo pay... well? payment is for all zoho services?
Need example in PHP or Ruby for Invoices API
Hi guys, After reading the ZOHO API, I need some example in PHP or Ruby to start. I am trying to get invoices data. Do I need to get both API key and Ticket to get data (https://www.zoho.com/invoice/api/index.html) ? How do I pass in parameters ? for example -> https://invoice.zoho.com/api/items?apikey='blahblah'&ticket='moreblah' //get all active invoices Thanks much
invoices in alphabetical order
Not sure how it happened but at one point, all of my invoices were in alphabetical order by name and I liked it that way. It has since gone back by itself into a random order. Can I get it back that way?
need to do my estimates but i need to right my cost and add markup in % it is possible ?
the estimate sheet you add a sale price but i need to right my cost and add markup it is possible to make this modification ? and i dont want to save a product i do the estimated in the same page if i save the product i dont want to add the price in each product
closed invoices
After an invoice has been paid in full and closed, is there a way to remove it from the list so that the list isn't so long? In my business, I still need to see some of the Paid and Closed invoices but most of them I do not.
Rendering Exceptions in time sheet overview
In the https://invoice.zoho.com/view/ZB_Main/ZB_Timesheet/ZB_TimesheetTableView_VWrapper the column with status shows .Rendering exceptions. on every line. Now I can't see which line is invoiced or not yet. Please fix or give work around.
Possible to exchange data with Magento?
I need to set up a Magento e-store and many of the products would be duplicates of what are in Zoho Invoice. Is there compatibility in certain areas, and if so, which? I thought I'd ask here first as it may prevent doing extra, unnecessary work
Total of open payments on the invoice
Can I add the total payments that are open or due on a new invoice for a recurring customer ?
Statement template
Hello, Is there any possibility to create/use a template for customer statement? Thanks in advance. Jacob
Invoice template to show payment and credits line items.
Is there an invoice template which lists the payments and credits to a vendor? thanks.
Invoice template issue
On my invoice template: the tag : Invoice Total: %Total% would render something like : Invoice Total: USD736.85 Invoice Balance due: USD736.85 I don't like the format "USD736.85" because when I search for the amount 736.85 in Gmail it does not render the right results. I recommend using "USD 736.85" instead of "USD736.85". Note the space? Thanks!!!!
Zoho invoice automation: How to automate sending of invoice email?
I have a requirement whereby I need to send out Zoho Invoice email from my zoho creator application i.e. the creator application generates invoices and emails them out (something I would manually do by going into the Zoho Invoice interface and click "Send Email" on the right of the invoice. I have tried the integration tasks and there does not seem to be a method to accomplish this. Any work around? Any hack? Thanks and Regards, Moiz Tankiwala
Zoho Invoice, sub category option to track Expences in specific projects within the organisation ?
My question is, how can I add specific stand alone projects under subscribed organisations, I am in the construction industry and I need to separated Expences for each project so that I can track and analys each project with its own income and expenditure, also I need to also have some kind of drop down menu to select the account certain Expences have been paid from. Is all this possible or not? And if it is x how and what do I do. You're assistance would be greatly appreciate. Thx Ned
"Save" & "Cancel" buttons at top of "Edit Invoice" page
A quick suggestion: I think it would be great to have save and cancel buttons at the top of the Edit Invoice form, as well as at the bottom. Nearly of the info that needs to be entered/edited on a regular basis is at or near the top of the form, not the bottom, so it would be very convenient to have save and cancel buttons up there, instead of having to scroll all the way down past the paypal/google info and the customer notes and T&C info just to get to the buttons. I know a little scrolling is
Zoho custom quote to order confirmation to Invoice
I have loaded our leads contacts into ZOHO CRM with email add on. The CRM part is great to accumulate all interaction with leads which then purchase and become contacts to seel to again in future. Now i need to convert our filemaker pro templates to the invoice and Sales order Zoho system. How can I make a customer template as refined as Filemaker pro in Zoho? DAve 914-523-9978
mandatory field
Hello, I need to creat new articles, but without the price. i want to add the price every time. but this field is mandatory. how can i solve this? Thanks Francesco
how to add such non-rate charges like freight on top of subtotal to make up a complete invoice?
urgent!
Line item calculation
Hi, I need to add sum of %ItemAmount% and %TaxAmout% per item on invoice. Is it possible to use some calculation inside template? regards Uros
CANCEL PAYMENT
Hi, unfortunately we set a payment for an invoice that actually was not paid. how can we restore it and leave that invoice "open"? Thx,
Estimate automatic number with problem when cloned
Hi. Today i try to clone an estimate and when i finished some changes and click on SAVE, system ask me to input a Estimate number. It is automatically when i add a new estimate, but some bug happening when i do it on a cloned estimate. Could you guys take a look, please? Thank you
time sheet invoice
i created a time sheet invoice by importing a document already created how do i now add a submit button so it gets sent to an email address
Authorize.Net logo on invoice
I'm using Authorize.net for the payment gateway. Is there a way to put their logo on the Invoice and/or include it on the email. Herb Wexler
How to insert "Payment for Month of" into recurring invoice
Hi .. I've set up a recurring invoice for a few clients to bill them monthly. The challenge I've got is that I've gotta manually insert the payment month in the Description of the invoice .. it's not a big thing but .. would really really like to automate that in case I missed out. Thanks in advance
top right of sales invoice
Hi , On the top right of all my sales invoices , zoho prints my name and underneath USA . Like this J Bloggs USA How can I get rid of this ? Any assistance would be much appreciated. Regards Mike
Reduccion del tamaño de la factura
Necesito que la factura y la cotizacion queden en un tamaño diferente por ejemplo media carta como puedo reducirla?
creating an invoice for several estimates
I am using the estimates form for a work order generator. \itIorks fine for that portion but I now want to create a single invoice for multiple work orders automatically. This occurs if a job goes more than one day for instance. Any help out there?
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