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.
slowness in zoho invoice
zoho invoice's been going very slow lately. opening an invoice sometimes takes minutes, or I have to leave the account and re-enter. The connection is fiber optic and goes very fast
How to disable Invoice prefix!
Hello, I just want to use the number without prefix, I leave it blank but it doesn't change, still appear INV- Please, help.
Base price column without tax
Hi! I try modify the default invoice template for our business laws. I need in the Item table section the new column with base price (net) without taxes. And need the SUM() of this values in the Total section. How can i do this? Thanks Balogatt
IP has been blocked as you have exceeded the maximum number of requests per minute
Hi, when using zoho invoice API I get erro message "For security reasons your IP has been blocked as you have exceeded the maximum number of requests per minute that can originate from one IP address." How long the IP Address will be blocked? And where can I see my current amount of API calls for zoho invoice.
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
Zoho Invoice bug when Voiding an invoice
Hi I found a bug. When you void an invoice it marks any time on it as unbilled but it doesn't make any expenses that are on it as unbilled. So you either have to delete the invoice entirely or recreate the expenses Ian
zoho invoice or books
I am planning to build an e-commerce website based on magento. I am planning to use Magento Zoho crm Synchronization i am currently using zoho books for my other company and I am satisfied with it. My question is, which one, zoho invoice or zoho books should I choose for the purpose of my e-commerce website? thanks
Expenses and Projects on same Invoice?
Is is possible to create an Invoice that has both the expenses as well as the project done for a customer?
Invoice using custom data
For our customers we have to create invoices with different prices for almost every single customer. There is a way to add add to customer profile his pricing and us that to create the invoice. Also considering we invoice every trimester there is a way to generate the invoices for all customers based on the previous rule.
Tax Change
Hi, Starting from next month, tax rate is going up in New Zealand form 12.5% to 15%. Do I just change the current tax rate to 15% or just create a new one and use from next one. But leave existing one so all the invoices created with 12.5% rate are not changed ? cheers, k
Import Payments from csv file without Payment Number
Hi, I am trying to import my bank transactions directly from my bank to then match them to my invoices. However - My bank does not use payment numbers and invoice seems to need that field as it is mandatory. Is there a way to delete the field or make it not mandatory anymore? The rest of the fields seem to work just fine and I will have to match the bookings manually anyways because this is a real estate management business and the renters only give their name and address, not an invoice number.
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.
A few questions
So we use zoho crm but always found the invoicing within it a bit lacking. We really wanted repeat invoice and the ability to take payments via email invoice. So Zoho invoice fits the bill. 1. is it possible to have price books in zoho invoice for different customers. 2. please could the syncing between the two products be more frequent, i know there is manual but really sometimes the office girls pull their hair out. 3. Why can we not have accounts as well as contacts. As a company we work for
Add Authorize dot Net as a payment gateway
Please add Authorize dot Net as a payment gateway. This is a really easy gateway to interface with, and I'm sure others will agree they are one of the largest out there. Thanks!
Client's biz name changed: Should I update or create new contact info?
I have a client that had to dissolve their first business and reform it under a new name mid-year, but they are still doing the same work (publishing the same magazine). Should I deactivate the original contact info and create a new contact for the new company name, or should I simply update the existing contact? I ask for 2 reasons: 1) Tax reporting: If I will need 2 separate 1099s from this person (for the two separate companies) then maybe it would be best to have two separate contacts so that
How to modify or delete custom fields?
Hi, I created a few custom fields for Items in Zoho Sales and would need to update/modify some of them, and to delete others. However, when i try to delete or to modify settings (such as "Display when creating transactions" from Yes to No), I have the notification that "since the custom field has been used in some transactions, it cannot be deleted" (although for some fields i just try to modify settings of the custom field, not to delete it)... What to do in that situation? Thanks in advance
impossible to generate pdf
Hello, I created an invoice. When I want to export the PDF of the invoice I have an error message: "I can not generate the PDF because the file is empty". I do not understand where the error comes from, can you look at my account (Invoice 1057)? cordially
Creating invoice that matches billable time
I'm hoping someone could help me figure this out. Consider the following example: Set rounding preferences to no rounding. Create a project with a rate of $100/hour. Log time for a task that was 30 minutes. The dashboard accurately shows 30 minutes of billable time. However, when attempting to create an invoice, a quantity of 1 with the hourly rate forces a total of $100 instead of $50. While I understand I could manually modify this, shouldn't the application correctly calculate the total based
Grand Total not showing on the estimate
Hello, when I am editing the customer's ESTIMATE the total is shown on the bottom of it - but when I send/or preview the estimate then the Total is not there. See picture for the "total" option I am referring to. Thanks in advance for your help.
Zoho Invoice
Hi, Invoice is running really slowly on all platforms today, are there any solutions ?
Automated Commitment amount
Hi Is there a way that I can include a commitment amount on recurring invoices that gets updated automatically when an invoice in generated. eg. Commitment amount for a product priced at $1000 is billed for on a recurring invoice over 10 months. Each month the commitment amount decreases by $100 until the end of the recurring invoice.
Support for MBOX
Will this be a supported import file-type in the future? Best regards, -dave
Custom Invoice Template
I am looking for someone to create a custom template for me? Anyone that can help?
How do I create a negative or credit memo invoice?
I need to cancel an invoice and create a new one the same but negative. The system won't let me.
Zoho invoice log timer broken, records wrong time!
I have complained to the support but only got wishy washy answers. I read here: https://help.zoho.com/portal/en/community/topic/round-time-to-nearest-15-minutes-half-hour-or-hour This round up feature is nice! Great! But it does _not_ solve the underlying issue. The issue with the zoho timer is that _each time_ I press STOP on the log timer my time _GETS STRICTLY ROUNDED DOWN_. I press stop in average 10 times a day. Rounding down all seconds to 0. Yes. I press 10 times a day stop at the say :59
No reminders after 150 days
I like the auto-reminder function for Invoices. It's a good way to get paid! However, I find that it is not possible to set a reminder longer than 150 days after the invoice due date. Now usually I'm paid well before 150 days, but occasionally a customer needs reminding after this point and I would like to be able to continue to send automatic reminders. Is there any particular reason for this 150-day limit? I hope that you will consider to increase it. Thanks! Mark
Square Up Payment
Hi, I was wondering if it may be possible in the future to use www.squareup.com as a payment gateway so when i use my square up credit card slider and a payment is made zoho invoice will see that is was paid via square up however i would have to reflect the Invoice# on square up in order for this to work? just a suggestion i am sure there would have to be some interaction with the square up company in order for the two to work seamlessly. I think there service with yours would be the best for both
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
Ayuda en español
Hola... me gustaria saber mas de esta pagina ya que ofrece muchos y buenos servicios sin ambargo veo que mi estatus es GRATIS quiero saber cuales son mis limitantes ya que he tenido malos ratos con aplicaciones que dicen ser gratis y despues cobran unas cantidades muy groceras llegue aqui por una aplicacion de itunes ZOHO INVOICE ...... he estado buscando una app que me lleve mis cobros pagos ya que soy profesional autónomo y por ningun lado he leido los costos, planes o niveles,,,, pero si he
Change Column Width in PDF Invoices?
Is there a way to change the column width in PDF invoices created by Zoho? I couldn't find any way to change the physical layout, aside from the content contained in each column (i.e. text). By default, the "Amount" column is wayyyy too wide, making my Description section too small as a consequence. Please see these screenshots: "Preview" Invoice PDF http://screencast.com/t/cXtvSEn6 Actual Invoice PDF http://screencast.com/t/tzFRQv4m1Z6 Thanks, Andrew
Default display settings for Timesheet
It is not very useful for the display to constantly reset to ALL timesheet entries when you click on the TIMESHEET tab within Zoho Invoice, after you've entered a specific Project. Rarely do I and I think most users need to see entries from a long long time ago displaying there! It would be helpful to allow the user to set the default display in whatever timeframe they prefer, and in DESCENDING order, versus asceneding. For example I would like that screen to immediately show me THIS MONTH in
PayU Latam
Hi Everyone, Can I connect PayU (www.payulatam.com) as a Payment Gateway in Zoho Invoice? It's very important for LatinAmerican Countries. Thank you, David
Can Creator be used with Estimates? How to make estimates more functional...
I'd like to be able to customize the estimate section so if I sent a proposal to a client I can set up like a trigger system so that the customer can select optional services in the estimate. Is this possible and how can I do that? I was thinking perhaps Creator can link up with Invoice somehow and then i can create options for the customer to add or delete in the estimate section. Or would I use Zoho form? Hope that makes sense. I am new to Zoho so not sure how everything works yet. Thank you.
automate the change of invoice status
Hello, Is it possible to automate the change of invoice status? When my recurring bills are created they are with the status "draft". I want to change the status for "paid" automatically 5 days after creating the invoices. How to do ? Thank you
Automated custom report
Every month I need to go into the reports and run a custom report. once i run the report I need to export as pdf and email the customer. Is there a way to automate this? My steps are: Reports Project and Timesheets Timesheet Detail Customize and select CUSTOMER DATE = THIS YEAR Run Report Export as PDF Email to Client
Invoice Processing!
Hi, Does anyone know the companies offering the application for invoice processing in Toronto? In an internet surf, I came across some but, I haven't heard about them before. So, I need your suggestions before consulting them. I run a restaurant and the invoice provided here are handwritten. The method is both difficult and outdated. So, I am planning to implement an automated system for the same. This would also reduce the man-made errors. And I need to track the number of invoices processed per
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?
Invoices with several pages
Hi, We regularly have invoices that need to be sent in PDF to the clients. Legally speaking it is required for each such invoice to : - show the reference of the invoice clearly identified on each page, - show on all pages the indication of the total number of pages of the invoice (#/Total pages). How to set this up as default behaviour of our Zoho Invoice when generating PDF? That would seem to be basic settings but we are unable to identify where to set this up... and clearly the pdf generated
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
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