HELP! Rolling Payment Policy
Hi we have a rolling payment policy were customer only pays for items which they have sold. so how do i invoice this to customers??? eg. 1st month we supply customers with 10 boxes - we invoice customer but customer does not pay any money 2nd month the customer only pays for 5 boxes that they sold and the remaining 5 still on the shelf. so we stock up further 5 to the original 10 boxes (sometime even more). how can i intergrade this scenario into Zoho invoice????/ so that we dont have reaccuring
Hyperlink on PDF's
Since zoho email's invoices to customers, does anyone know how to modify the invoice template to add hyperlinks to the PDF's. I've tried <a href="http://www.mywebsite.com/">%CompanyName%</a> etc. When the pdf gets exported the blue underlined hyperlink shows but no hyperlink ?
HELP! need to delete column
hello, i'm having a hard time trying to customize an invoice template i have watched the video and followed all the instructions on here and i cant get the little x to pop up so i can remove a column please help
How do you set the past due date for a invoice.
After one day they are showing up as overdue.
Invoice API search customer
When trying to find a specific customer through the API by using https://invoice.zoho.com/api/search/customers/?authtoken=ec3e4dxxxxxxxxxxxxxxxxx&scope=invoiceapi&apikey=b77ebxxxxxxxxxxxx&searchtext=brocom it produces the following error: <Response status="0"> <Code>5</Code> <Message> <![CDATA[ Invalid URL Passed ]]> </Message> </Response> What am I doing wrong ?
Refund updates for payments received via Google Checkout
Here's a quick tip for Zoho Invoice users who use Google Checkout to receive online payments. For payments received via Google Checkout, if you were to refund an amount to the customer from the payment amount, Zoho Invoice will capture this refund and update it automatically. For example: If John Smith your customer pays you $100 for an invoice. You refund $10 to John as a discount via Google Checkout. When you sign in to your Zoho Invoice account, you'll see that the $10 refunded to John will be
put in extra rule for products
When I create a new product, for my invoice, i want a extra line for color.: i will explain it: when i fill in a new product, i want 2 extra scroll down bars where i can fill in the colors and the size, so i can fill in the size en color when i make a invoice, the scrolldown bars should be containing the size and colors, is this possible to fit in?
Overdue days
Hi, Actually i wanted to calculate the number of overdue days once the due date is over in invoice. So there any way where i can subtract the due date from the current date. This will give me the number of overdue days. (This is possible in Excel buit how i can do it in zoho ) Overdue days = Current date - Due Date
tracking payment if customer pay offline.
is it possible to have customer payment who only pay us offline, meant use manual way as bank transfer or bank in directly to account. Can i create a payment options as pay offline? Thanks Shin shin@beandesignstudio.com
Invoice Tab
When I click on the Invoice tab, I would like the display to default to Open Invoices only. Any way of accomplishing this?
Google contacts idea
The Zoho Invoice - Google Apps integration is great, but there is a simple thing that would make it a lot better: In a typical scenario, you are adding one new customer at a time (assuming that you are already a Zoho Invoice user) rather than a whole batch of customers. Rather than hunting through the potentially thousands of contacts in your google contacts, it would be nice to just have a simple search box in the import contacts area to find the one contact you'd like to add. Easy right? On this
Zoho Invoice google apps integration problem
When trying to log into zoho invoice using the google apps integration, I get the following error. The page you are looking for is temporarily unavailable. This can be because of an unhandled error or network connectivity issue. We will duly fix this issue.
URL Customized
Allow us to setup a URL "customized", using some CNAME record in DNS. Justo Llecllish
"Edit an Invoice" Report
Hello Zoho, Thanks for adding multiple users logins to Zoho Invoicing! Currently the question came up about not allowing employees to "edit the invoice" or being able to run a particular report on any edits completed. For example, employee ABC goes into "edit mode" for Invoice 1234 and changes the quantity and dollar amount. How can we audit this? Currently the only log I see is "Updated" but that is for any changes made such as comments and emails added. Is there any other way to pinpoint a
Sharing invoice with others
I'm new to Zoho but I have been absolutely impressed by it. I'm now testing the function of Zoho Invoice. And I wonder how the invoices could be shared amongst people also with Zoho account? Thanks.
Cloning or duplicating an invoice
Cloning or duplicating an invoice is an often requested feature. We really feel bad to keep saying that it is not currently support. Yes, this is definitely on the priority list and will be added shortly but till such time we suggest the following work around. Give this a try and let us know your comments. Typically the requirement here is to copy the entire content of the invoice apart from the customer information. Here is how you can do that 1. Just like creating an invoice, create an estimate/quote.
Automatically filling Due Date
Hi Is there a way to automatically fill the new due date based on the Invoice Date. Say add 30 days from the date of the invoice. Thanks, Arun
Returns and Credits
Hi Does anyone have thoughts/ideas/workarounds for handling returns and credit notes through Invoice? I'm curious to hear how people are dealing with this situation. Cheers, Gregg
Zoho Invoice: Providing a custom seed
Hi Is there a way to provide a autonumber seeding for Invoices? For example I want the Invoice Number to begin from say 1000 or 5000 and the next invoice will be 1001, 1002 or 5001, 5002 and so on. Regards, Arun
Announcements
Tips and Tricks #1: How to send automated payment reminders to customers in Zoho Invoice
Dear customers, We are starting a Tips and Tricks series, wherein, we'll be sharing insights on how you can tap into each and every feature of Zoho Invoice. We are commencing this series by discussing how you can set up automated reminders in Zoho Invoice. Receiving payments is an important part of any business as it's one of the main sources of cash inflow. Each delayed payment means that you're working with money spend from your pocket. It is therefore crucial that you remind your customers to
Capture Bank Charges for Invoice Payments.
We've added the Bank Charges field in the "Add Payments" page both in Zoho Invoice & Zoho Books. So all you need to do is to enter the bank charges when you record a payment for the invoices. This bank charge will be included to the amount paid for that invoice. Steps to add the bank charges while you record the payment: 1. Click the "Invoices" tab. 2. Click the 'add payment' link for the invoice that you wish to record the payment for. 3. On the add payment page, include the "Bank
Fix for the issue related to the logo size
In our recent update, we made some enhancements to improve the quality of the logo in customized templates. As a result of this, the logos which do not match our preferred dimensions may not appear correctly in your invoices. All you need to do, to get things back to normal is to make the logo fit our preferred dimensions (580px X 250px with 300dpi) and re-upload it back again into Zoho Invoice. We would also be glad to help you with getting your logos to fit the required dimensions. Send in your
Disable the zoho invoice integration with the google apps mail
GMail gadgets for Zoho Invoice will be automatically enabled for the users who installed Zoho Invoice from Google Apps Marketplace. However, if you do not wish to see the gadget in (footer) your Gmail account, then you can disable the app for the user. Once the app is disabled for the user, the users will not be able to access the Zoho Invoice account under the universal navigation bar 'More'. Please refer the image below: To access Zoho Invoice account, the users need to get into the login
For Google apps/ Yahoo user, you need to set up a password for signing into Zoho Invoice via the iPhone or Android app.
As a Google apps/ Yahoo user you must set up a Zoho username and a password to sign in to the iPhone/Android apps. To do so; Visit https://accounts.zoho.com/password (through a web/mobile browser). Specify your Google or Yahoo email address in the "Enter your registered email address" field. Please make sure that you enter the email address as 'email[at]gmail[dot]com or as email[at]yahoo[dot]com'. Type the characters and validate the "Image verification". Click the Request button. You will receive