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
Can't login to my business portal
When i try to login to my portal i receive a message telling tath my email adress or password is not valid. But i am sure i am typing it correctly. I can use the other zoho apps with no problem using the same credentials, except Zoho InVoice Organization ID: 20060891515 URL Portal: https://invoice.zoho.eu/portal/inovgrid/ E-mail linked to the portal: raphael@inovgrid.com.br Thank you all! Raphael Ventorim Mozzer
All my data is gone
I recently set up my account and uploaded a large number of customers (contacts). In addition I created a few invoices. When I logged on today, I was taken to the account set up page to enter my company information. It appears that all my data is gone. What happened?
Recurring invoice vat time lines no vat
I have recurring invoices that add timehseet lines to the invoice. This is a welcome feature. The only thing is that these lines do not have VAT calculated. Because we send these invoice directly, we now have troubles every month with some invoices that not have the correct VAT. I can't find any option that enables this. Please help
Zoho Invoice custom function for Estimate module
Hi! I using invoice.zoho. I want to update "quantity" after push custom fields (Ex: NightQty and Qly): quantity = NightQty * Qly I created a custom function for Estimate module in Custom functions tab: estimateID = estimate.get("estimate_id"); organizationID = organization.get("organization_id"); estimateMap = zoho.books.getRecordsByID("Estimates",organizationID,estimateID).get("estimate").toMap(); itemJSON = estimateMap.get("line_items").toList(); updatedLineItems = List(); for each item in itemJSON
How does snail mail work in Zoho Invoice
Hi, I'm new to Zoho Invoice and was wondering how I can create invoices in Zoho Invoice and then send them by mail? Thanks in advance for the help! -Sam
is there an option to add shipment costs/ shipping to invoice?
dear, At the moment im pretty new to Zoho invoice...im trying to set up an invoice and hope someone can help me if there is an option/ feature to add shipment costs to the invoice? if so, where can i add it? otherwise how can i still have it in there in another way? normally it is in the column/ line right under the taxes. regards, Misha Bax
How to create an invoice in invoices.zoho?
I have some code to create an invoice in invoices.zoho: $invoice = array( 'customer_id' => 918439000000063105, 'contact_persons' => array('918439000000063085'), 'invoice_number' => 'TEST-00001', 'reference_number' => '', 'template_id' => 918439000000017001, 'date' => '2017-09-28', 'payment_terms' => 0, 'payment_terms_label' => 'Pagadero a la recepcion', 'due_date' => '2015-10-28', 'discount' => 0, 'is_discount_before_tax' => true, 'discount_type' =>
Missing seconds
I believe I'm missing out on a lot of billable time because when I stop the timer, ie at 00:10:57, and then restart it the time drops down to the nearest minute, ie to 00:10:00, so I've lost nearly a minute of billable time. When you're stopping/re-starting tasks often this time mounts up considerably.
Zoho invoice for service industry
I am in Service industry having multiple engineers who attend to technical problems onboard ships by physically visiting them where ever part of world they are. Each ship has her individual name and owned by shipping companies ie any shipping company can have any number of ships who are our clients( not the ships). The process is we receive enquiry for attendance onboard ship for some problem. We have some travel rates for engineers and at time fixed rates. We also provide some spares which are
Changing the Name
How do I change/edit the customer name on my invoice without having to create a new invoice?
zoho expense vs.zoho invoice (expense button)
I don't see why one needs zoho expense, if there is a expense button in invoice. It's also strange that one user can not see the input of another user in expense, because this can produce massive confusions. Anyway everything is so far from reality here. A company has not 10 kinds of expenses, just one kind. Expenses. That's all.
Template for my current Invoice?
Hi, I'd like to make an edit to our invoice layout, but when I go into templates what I see looks like a generic template and doesn't look like the one we've got set up. (See attachment 1) What I'm hoping to do should be pretty simple--I wan't only the test ordered to show in the first column (since the other info is also present in later columns). See attachment 2. Thanks in advance
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?
How do I access my own subscription invoices for Zoho's monthly service?
Hi! Each month my credit card is charged, I am not receiving any type of receipt or invoice for the payment I made. How do I access such an invoice or receipt? I've looked everywhere and can't figure out where to find this information. Thanks in advance! Lauren
Reverse an accidentally sent invoice
I have a scheduled invoice which was marked as a draft for invoice in 7 months which I accidentally marked a payment against. The invoiced was marked as sent and paid. I have deleted the payment from the invoice and associated it with the correct invoice. I am now in a position where I need to mark the invoice as draft once more otherwise it will be not sent in 7 months. How can I achieve this? Thank you in advance. Sam
Recurring invoicing - how do I create items lines in the format: from 01-02-2011 to 01-05-2011
hello, I would like to use recurring billing - but I have some issues to configure the Item lines on the invoice. 1st Invoice: service from 01.02.2011 to 01.05.2011 2nd Invoice: service from 01.05.2011 to 01.08.2011 Etc Anyone how can I advise me how I do this ?
Incorrect invoice already declared to public treasury
Hi, I have a problem and I am not sure how to fix it. In the Q1 I have an invoice 00006 sended and not payed by my client, because this invoice is incorrect due to exists another invoice in Q2 related with the works and this has been payed. furthermore the invoice 00006 has been already declared to public treasury, so I need to make rectifying invoce in Q3 with negative value of 00006 because I need to recover the payed taxes. So, I know exists Credit Notes with this objective but I am not sure
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.
Invoice API: Invalid Ticket Passed
Hi, I am trying to use the invoice API and presently am trying to view the list of active items. Following is the code <form method="GET" action="https://invoice.zoho.com/api/items?apikey=[APIKEY]&ticket=[TICKET]"> <input type="submit" value="Submit Request"> </form> I get the following error: <Response status="0"> <Code>14</Code> <Message>Invalid Ticket Passed</Message> </Response> I generate a ticket and literally cut and paste it. I tried this with multiple tickets but get the same response
Receiving payment less than total on invoice
I have a payment that is less than the total amount due for a client. I would like to enter this amount/check info, and then have a remaining balance due, but when I try I get this notification: The amount entered for individual invoice(s) exceeds the total payment the customer has made. Please check and retry. Any suggestions?
Troubleshoot post request to /api/v3/estimates
Hi, We are trying to use the POST /api/v3/estimates endpoint but we always end up with a 400 Bad Request : {"code":2,"message":"The request passed is not valid."}. Bellow is the curl request used (with credentials masked and customer_id changed): curl 'https://invoice.zoho.com/api/v3/estimates?authtoken=********************************&organization_id=********' -X POST -d 'JSONString={ "customer_id": 982000000561057, "date": "2017-08-31", "line_items": [ { "name": "Name", "description":
how to void a invoice?
how to void a invoice?
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
Recurring invoices on iphone/ipad app
Is there a way to manage recurring invoices on the iphone/ipad app? If not, are there plans to add this at some point in the future? Thanks, Jason
Zoho Invoice - GST Compliant Invoices and GSTR
Hi, Please advise the mechanism to generate GST compliant invoices for export of goods and services. Under Zoho Invoice settings, I am unable to find any preference for specifying appropriate declaration.This affects at least 3 things Declaration for Export of Goods and Services Scenario 1: SUPPLY MEANT FOR EXPORT UNDER BOND OR LETTER OF UNDERTAKING WITHOUT PAYMENT OF INTEGRATED TAXOr Scenario 2 SUPPLY MEANT FOR EXPORT ON PAYMENT OF INTEGRATED TAX Potential manual solution, does not scale - With
What's New in Zoho Invoice- May 2017
May is here, and with it, new updates and features from Zoho Invoice. Check out what's new in Zoho Invoice this May. Fundbox integration Zoho Invoice is integrated with Fundbox to help you get advance on your outstanding invoices and run your business without any hitches. Fundbox integration is currently available for our customers in the United States who use Zoho Invoice to create and send invoices. Read more. Project name for Retainer Invoices The new update lets you add project name for retainer
Zoho Invoice - How to create an item that is "Partially" Taxed
Hi Zoho, I am using the Zoho Invoice system and enjoy using the various customizations available. I am running into an issue as I am trying to use the invoice system for my Automotive repair shop. For the most part I am able to adapt and get the system running. One particular question or issue I am having though which I wanted to see if anyone else had suggestions to implement. Thank you for any help in advance. I am trying to add an Item that includes Automotive Parts and Service within a single
Add Comments to Invoice line items
When I manually generate a line item on an invoice, a box appears that says 'Add Comments', but those comments don't appear on the actual invoice as far as I can tell. Would be very helpful to have that function, any ideas?
Lost admin access to email and invoice
lost admin access to email and invoices for igerminate<dot>co<dot>za can you send me the admin email, i have create one invice already and have multiple email accounts
Bill Task Time in advanced
I've asked this before but never really got to thebototm of it. We basically sell a services which is billed in advanced (customers but blocks of time 10 hours for example). I''m looking for a way on Zoho I can work this. Where I have: The time purchased from the customer Allocated against customer account We then log any work in timesheet which deducts from the allocated amount already purchased. Every month a report is sent to the customer with the time they have used for that month. When time
post Estimate 403
Hello, when I post an estimate with the API, I receive: {"code":104003,"message":"Vous n’êtes pas autorisé à effectuer cette opération. Veuillez contacter votre administrateur."} Data sended: JSONString={ "customer_id": 123456789, "date": "2017-08-11", "line_items": [ { "name": "Développement de la fonctionnalité #19974", "description": "Mise en place du projet\nInscription - Intégration\nInscription - Conception\nMise en production\nAjout de fonctionnalités oubliées\n",
Zoho User Directory management for Invoice
We are paid users of Zoho Invoice. One of the employees in our organization lost his Two-factor authentication tokens. We looked at the help docs and it suggested that we go to Zoho Mail control panel to reset/disable Two-Factor auth. Our email is not with Zoho but we were able to create a free account in Zoho mail and get access to the panel mentioned above. As a free account in Zoho Mail, we see only 5 users in the list (even though with Invoice we have close to 10 users). Our employee#4 had the
Books/ Invoice
Hello... right now I am using books to manage all my invoices etc. Unfortunately it is not possible to create an own invoice number with books- but it is with invoice! If I would swop from books to invoice I would loose all kind of estimates and invoices, right? Is there any possibility to keep them? hanks in advance! Jochen
Export to PDF changes format
My custom invoice looks great in preview and when I print, but for some reason when I export to a PDF it removes one of the table division lines. As a designer invoicing clients, I can't sacrifice these details. Please advise on this issue!
Zoho multiple organization feature for invoice
What's the idea behind having multiple organizations under the same zoho login. Are these organizations different departments in the same company or different companies altogether?
Invoices exporting ..??
hello we are unable to export the Pre-GST invoices, please help.
Contact Limits
Hi Team, Unable to add contacts. Regards, Madhu Sudhan Ganeshan
Projects/tasks/time billed + existing invoices?
Is it possible to link time logged on a project to an existing invoice? Example: I negotiate work with a new client, send the invoice, and receive payment. I then create a Project to track my time. This is billable time, but it has already been billed on a per-project price instead of hourly. How do I add that to the existing invoice?
Payment reminder
The balance place holder in manual pending invoice reminder is all messed up @22.10 (time bottom right) then i changed it from the settings in https://books.zoho.com/app#/settings/reminders @22.12 (time bottom right) but it it still messed up after saving the change and refreshing the template @22.14 (time bottom right) just check it ? how to rectify it video link https://1drv.ms/v/s!AutJ_-XCiO6DjZwxF95jWC4zE2afHg
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