Search button at new estimate window.
Hello; Is there any way to see the item description when creating a new estimate? Below there is an example. We have a coded items list and the item description is more familiar for us. Searching items window shows you item name only. Thanks a lot for your help.
Gif in email
Hi everyone ! I create a "superb" thank you email for my client and in this email I add The Brad Pitt Gif Brad It Work in the preview but when the client receive the email it was replace by a jpg :-( any feedback !?
Invoicing currency deferment from purchasing currency
Hello, we are purchasing stock in USD$ and selling in GHS. is there and option to create a price list and INV automatically in GHS? i.e Zoho to convert USD cost to GHS price by INV date of currency value and add margin to the final customer INV. Another example, we purchase product X in 50 USD and sell it 2 weeks later with 15% margin in GHS. Zoho to add 15 to add 15% margin and convert to currency of the same date (2 weeks after purchasing). We use Zoho invoice and Zoho inventory modules. Thanks.
Recurring expenses in dashboard
Hello, I have enter all my recurring expenses to see how much my tools cost every month, but when I'm on the dashboard I only see the "one time expense" not the recurring ones. How can I see all my expenses for a specific month in the dash board ? Thanks for your help
Is it possible to Accept/Deny booking by others who was delegated by calendar's owner?
Normally when I got an email notify for a new booking in calendar, I proceed accept/deny the booking. But when I am on leave, I forward email (automate) to my colleague who were delegated as manager to manage the calendar on my behalf Is it possible for them to accept/deny the booking for me?
SECONDERT DISCOUNT OPTION MISSING IN ZOHO INVOICE
I WANT TO GET SECONDERY DISCOUNT OPTION IN MY ZOHO INVOICE???? SO PLEASE HELP ME
What's New this July 2018 in Zoho Invoice?
Hello Everyone, As we step into the second half of this year, we've made some significant feature upgrades to Zoho Invoice. Read on to know to find out if this feature is what you've been looking for this month! Hassle-free GSTR 1 Filing (Indian Editon) File your GSTR-1 without much effort using this new feature in Zoho Invoice. The GSTR-1 report deals with the outward supplies of goods or services in your business. So you don't just create contacts and record invoices that are GST compliant, but
No contacts for the customer
I get the following email when a payment reminder goes out to one particular customer: Payment Reminder - No contacts for the customer John Doe Construction Hello, Payment reminder for invoice INV-599 dated June 01, 2018 is not yet sent to John Doe Construction, as contact details are not available for this customer. Please send the reminder manually. Thanks, Team ZOHO However, all contact information is in the "Contact". Please help!
Down payments
Still looking for a way to setup down payments. Our terms for payments are 40/30/30 -Milestome payments. I have no way to setup this in the invoices. Our customers need 3 invoices. I can send a 40% invoice, then a 30%, etc. But I don't have any controll about the overall amount. The only way is to do all 3 invoices at the start and "mark as send". Later edit nr. 2 and 3 and send to the customer. In this case I have to setup a virtuell due date for invoice 2 and 3. what don't work. And I can't
Recurring billing on estimates and invoices
Hi Ashika Hope you are well. We have a combination of Hardware and Software products, the H/W is a once off cost, the S/W is a saas product (software as a service) billed monthly (recurring) how to we clearly define them on an estimate and invoice differentiating between the once off and recurring costs. Thank you. Looking foward to your reply. Regards Dave Ram
zoho invoice - free plan - adding 19% VAT
HI, I have an invoice value of e.g. 2000 EUROS. now i need to add 19% VAT on this amount so in the invoice it should be VAT = 19% = 360 and total should be 2360 EUROS. Please guide me how to add this to my invoice. I tried adding custom filed but it didnt work.
Does anyone know how to edit the timesheet functionality and stop it
from "rounding up" timesheet hours entered?
How do you edit Timesheet entries, so they don't "round up" to the next whole hour? It's messing up my invoice to my customer.
What's New for this May 2018?
Hello everyone! We, at Zoho Invoice are constantly on the lookout for ways to improve our product and to provide a seamless experience for our customers. This month of May, we bring to you unique features and enhancements in Zoho Invoice. Annexure on Invoice Templates You can now include any legal information of your business to your invoices. You can add these details in the Annexure section which will be displayed at the footer of the invoice. With this, you can provide clear-cut legal details
Error in latest update rejects HTML tags
We're getting the error "Invalid value passed" for any HTML tag in an editable field. This error prevents us from creating bold or italic text in item descriptions. The error also prevents us from using hyperlinked graphics in our estimates--an extremely useful feature that we hope can be restored soon.
Invalid value passed for Customer Notes
Hi i`m trying to do some invoice and i get this Invalid value passed for Customer Notes for any customer once i wanna save
ZOHO Invoice API - Java Wrappers
Hi, searching for a convinient way to integrate zoho invoice in my java app. unfortunatly only for books a java wrapper exists. are there any plans to publish the api with swagger or raml? or any plans to provide a java wrapper? can the books wrapper be reused easily ? martin
invoice in negative amount
In Spain is necesary create invoice with negative amount. How can I do it?
Sandbox/test data
I am trying to test the Invoice API, I am wondering if there is a data set that I can upload to test the API? Or is there a sandbox for Invoice?
What's New this June 2018 in Zoho Invoice?
Hello everyone! It seems like 2018 had just begun, and we're already in the middle of the year! As time flies quickly, we at Zoho Invoice have been working on new features and enhancing them at a faster pace. Here's what we got to offer for the month of June. GDPR: To comply with GDPR , the following changes have been made in Zoho Invoice: Sensitive information will now be stored as Personally Identifiable Information(PII) in Zoho Invoice. We have brought in an option to restrict/grant access to the sensitive
Edit or Delete Invoice Items
When creating an invoice, I can go to Item, then 'Add Item' with Name, Description, Rate and Tax. Now, how can I 'Edit' an item if I want to change a field, so that everytime I choose it from the list, it has the new information? And, how do I 'Delete' an Item from the items list?
size coloumn in invoice field
qty size rate tax amount... i want to add size in invoice field please help regards Raja Rktechnology
API issue - Not working on other server
I am using the following API : https://invoice.zoho.com/api/v3/invoices?authtoken=xxx&organization_id=xxx&search_text=KPS+TRANS+SOLUTIONS+PVT+LTD which was working perfectly. But now this API is not working on my server and its working on others Can anyone help me in troubleshooting ????
Customer over payment
A customer wrote a check for $3.00 more than the invoice totals. Can this be done and left in Zoho as an over payment?
Remove Item Table From Invoice
I want to completely Remove Item Table From Invoice. Please guide.
TLS v1.2 upgrade for Zoho Invoice.
In order to maintain your communication with Zoho Invoice more secure and to meet the updated PCI standards, we will be retiring the support for TLS versions 1.0 and 1.1 on March 31, 2018. After this date, users will be required to update their processing solutions to TLS v1.2 in order to enjoy secure transfer of data. What is TLS? Transport Layer Security (TLS) is a cryptographic technology protocol used to provide secure transfer of sensitive information over the internet. Why is this update
Search not working
Just look at the attachment to see how bad Zoho Invoice Search is. It's not working at all. If I type in "Brad" I should be able to have a list of every invoice by Brad, right?
Facture périodique
Bonsoir, Je voudrais créer deux factures périodiques pour un même clients, mais avec deux adresse de livraison différentes. Le problème est que lorsque je modifie une adresses de livraison, elle est également modifiée sur la première facture périodique. HELP !!! Merci à vous. ------------------------------------------------------------------------------------------------------------------------------------------ Good evening, I would like to create two periodic invoices for the same customers,
Book Your Seat For Zoho Finance Workshop UK
Hello Everyone, Have you made your business MTD ready? Are you having doubts filing your taxes online? Is this whole MTD saga worrying you too much? No worries! We are hosting the Zoho Finance Workshop in the UK to help clear your doubts. Find us in: Bristol-May 21st | London-May 25th | Manchester-May 29th | Birmingham-May 30th Get to know about the latest feature updates, industry best practices and also about other Zoho Finance apps that can aid your business. And, what's more? Get one on one demos
Get invoice using access token
How to use access token instead of authtoken. https://www.zoho.com/invoice/api/v3/#Invoices_List_invoices In this documentation authtoken is used for getting invoice list,Can i use access token instead ?
Forte Canada - Zoho Invoice
Hello! I was hoping to get an answer if we can do the following. We currently have a merchant account with Forte and are looking at Zoho. - Add a customer's credit card or ACH details to their profile - With this saved information on file, process payments against due invoices as needed. ALSO - Add a customer's credit card or ACH details to their profile - With this saved information on file, automatically process payments against reoccurring invoices This would need to be in Canadian funds (Forte
Users who bill at multiple rates per customer or project
In my company, I hold many positions that are billable. We also work with some clients on a retainer, at a discounted hourly rate. For one customer, I might provide software training at one rate, account audits at another rate, and network maintenance at yet another. Is there a way to adjust the billing rate or add billing roles within Timesheet?
How to view contacts combined activity log?
I have an account with hundreds of contacts, I need to view his log of activities with ALL his contacts (comments on calls to contacts, estimates, invoices updates etc) - all ordered by the time of their execution - how can I get this data directly from ZOHO Invoice? This is really critical for me being able to manage my sales organization activities around the world. Note that all the relevant data is already being logged - all you need to do is simply to locate all the data between a specific time
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
reset my account data
hi all I' trying to reset the system
Using multiple filters when getting contacts from /contacts API
HI there, I'm working with the invoice contacts API and got it working with "company_name" or "company_name_contains" fields. Now I'd like to apply an additional field which is "filter_by" where I'd pass "Status.Active" as value. Unfortunately when I apply "company_name" AND "filter_by" in the same request I get ALL the contacts from my organization and not only the active once matching the value I set in company_name. Is that expected and filters must be used one at a time? Or should I create my
What's New this April 2018 in Zoho Invoice?
Hello Everyone, We're delighted to let you know that Zoho Invoice is celebrating its 10th successful year! We started this journey in 2008, and we've come a long way! Read our story here. Well, we've released a bunch of new features this March too! Read on to know more about the updates! Run Effective Marketing Campaigns A new product in the making? How about email teasers to pique their curiosity? Create a quick email campaign in Zoho Campaigns with the contact details of your customers and vendors in
You have exceeded the maximum allowed attachment size of 25 MB.
Hello Support Team As per the subject i am trying to attach only 15MB of file but it blocking to send with the captioned error email account is : rp.mahato@sabco.com.np Please try to solve it ASAP. Thanks and looking forward to hearing back from you promptly. RP MAHATO
Xero Integration
Please note CloudPerfect have produced a Zoho Invoice / Xero integration tool that syncs your contacts and invoices from Zoho Invoice into Xero. We also sync back the invoice status back to Zoho Invoice so that you can easily see which invoices are paid / unpaid as invoices are reconciled in Xero. If you would like to see a demo of how this integration works then please don't hesitate to contact me on the email address below. Ed Wray Zoho Partner CloudPerfect ed@cloudperfect.net
Cannot save default actions in Invoice dialog
I want to use the same information for every invoice for every project when creating an invoice in the "Project Invoice information" dialog but it will not keep the same values each time. Specifically I want to set the "How to sort data on invoice" field to "Group By Tasks and Users", the "Show in item name" field to "Project Name" and the "Show in Item Description" field I want to use "Task Name" "Task Description" values. It should retain those values until I change them and not make me select
When cloning project in iOS app the new project is created with a blank name.
open existing project, clone it, type in name, click Save and you are taken to the new project page displaying the new name but when you click Done it takes you back to the page for the project that you cloned. click the back icon to the main Projects page and shows the new project at the top of the list with a blank name. This has been going on for several weeks if not months. It happens 4 out of 5 times when performing this process.
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