Staff (user) on Zoho Invoice permissions (Level of access) request.
I am signed on as a user, on my Invoice account.... And my staff has way too much access to sensitive information! I need the Users to only create invoices, add payments, and add items.... Not have access to the "Dashboard", Settings and Reports. Will this level of control be added soon? I would like to be able to create a user for my account, and set the level of access, and then send the information to them, not "invite" them. Invites should be for customers to access their invoices.
between two lines of products
How to achieve the contrast between two lines of products on the lines of the quotation so that it is more readable? Example on the visual here. exemple of statement ... https://help.zoho.com/portal/en/community/topic/what-s-new-in-zoho-invoice-march-2017 Thank you
How to show a project name in the header an Retainer Invoice?
I see that from the Project module one can create Estimates, Invoices, and Retainer Invoices and they are associated with that project. Great! But, if I create a Retainer Invoice this way the Project Name appears outside of the actual invoice, not listed in the header (as it is with Estimates and Invoices). Is there a way to list the Project Name in the header of a Retainer Invoice without having to manually type it in?
Please add date sort to Expenses during Invoice creation
Zoho, Time on a project is delivered to the invoice in date order (as opposed to entry sequence - which was changed about 2 years ago) - why can't we have the same thing for expenses? I enter expenses as I have them - sometimes, my expense information isn't available until the end of the month - for expenses earlier in the month. The invoice shows these expense items in the order they were entered, regardless of date. I know I can move them and re-order in the invoice - that's what I'm doing
Link location to make a payment
Does any one know the link to make a payment to increase space? Please send. I cannot upload anymore documents and need to immediately. But, I cannot find portal to make a payment to purchase on Zoho. msoler@executiveworkforce.com. Thank you, Mike
How to remove empty placeholders on an Invoice?
Hello, On Zoho Invoices in Contacts' Billing Adress we have a few placeholders for different address lines, however not every contact has every single address line filled out (eg for somebody 'state' might be empty), and when we create an invoice for such contact we get empty lines (where the placeholders should be, but they are empty) in between of other placeholders. Is there a way to remove empty line of an empty placeholder on the invoices?
Estimate Help
Hi can someone please advise me if it is possible to have only a sub total, GST and total at the bottom of an estimate? I do not want prices showing up along side item & description and would just like the total figures at the bottom. Thank You
Different Logos for one organisation on invoice
Hi, is it possible to place on my invoices diferente logos? We work in informatics and snacks, but with the same company. So it would be very helpful to create invoice templates with diferente logos. Or is there any trick to achieve this? thanks and regards from spain, Martin
Can't sent .dwg files as attchement anymore with invoice
Hi, i can't sent .dwg files anymore when i sent a invoice, i get the message "File types with extension dwg are not supported". But from begin this year untill now i was able to! so why it changed? and is there a way to fix this so i don't have to go toi my email client to sent my invoices? Regards Jos
Create a task in Z-Desk from Z-Invoice via a webhook ? [SOLVED TWICE]
Hello everyone, I'm not a coder or dev. So, sorry if my question sounds weird. Is it currently possible to do such an action with Zoho Invoice ? I just read that Zoho Invoice stops supporting XML in API for more than a year now. Since yesterday, Zoho Invoice API documentation is a 403 forbidden page "Getting Started" apart. Thanks for help. Cheers
Merging zoho components?
We set up a free Zoho invoice module about a year ago and added the free website module not long afterwards. Since this worked out so nicely for our purpose, we decided to set up a Zoho account using our own domain name so we could add email and ultimately port our whole website to Zoho, whose features are more advanced for a better price. The older account's primary email was with a common email provider, but not with gmail. We cannot change either the primary email address in the old account to
A way to Invoice Copier Cost per page contracts
I am trying to work out if we can use Zoho Invoice to Bill Photocopiers Contracts. Each Contract may be simlar to a project. Any Advice or help would be appreciated. Our contracts are based around charging the client for the number of prints / copies and scans that have been done on a particular machine. This information is attained from meters on the device that is collated into a csv. Plus some other standard recurring charges. So at its simplest level a machine will have a start meter reading
What's New in Zoho Invoice - February 2017
Every day we get lots of great feedback from our Customers. So this February, all we wanted to say is we love you too! And to celebrate your fabulousness, we have added a bunch of slick new features to Zoho Invoice. So, buckle up and read on What's New this February 2017. 1.Introducing Zoho Checkout Our newest addition to the Zoho Finance suite, Zoho Checkout, provides businesses an easy way to accept online payments. Add a touch of your company’s brand and style to your payment pages, and share
Unable to filter Timesheet entries
Hi, In the All Timesheet page, you can choose to filter your entries by selecting a different status in the "View By" drop-down: However, lately, this option keeps producing an error whenever the filter is changed to anything other than "All": I believe the culprit appears in the resulting route (URL) when the change is made. You can see in the address bar that the filter_by parameter is changed to Status.Unbilled%2Cundefined. I assume the undefined has no business being there at all: Let me know
Expenses in Invoices not sorting correctly
Hi, Years ago, timesheet entries would appear on an invoice in ID order - so they would show up in the order they were entered, not necessarily in chronological order. This required a re-shuffling of the entries manually to make the invoice coherent for the customer. This was fixed some time ago. At the time (looking back through the forum), it was said that expenses would also appear in date order. That is not what's happening for me. Expenses are appearing in ID order, requiring a manual adjustment
zoho giving 414 error
I am using coldfusion to post a code to the Zoho Invoice API So far so good, if i send a very Long Data in JSONString it throws me 414 error: Here is the code which i am using <cfhttp method="post" url="https://books.zoho.com/api/v3/invoices?authtoken=#token#&organization_id=#structurl.organization_id#&JSONString=#arguments.jsondata#"> <cfhttpparam type="header" name="Content-Type" value="application/json"> </cfhttp> this way: it gives 414 error, if i try to pass JSONString in body without giving
Discount for payment by check/cash
I am a month into using Zoho Invoice now. I linked payments to my Paypal account as a nice option for my clients to pay me more quickly. I was not prepared to see how much 2.9% + .30 was adding up. What I want to do is factor this fee into my rate but provide a discounted rate if they are paying by check or cash. I understand that you can do discounts on a per invoice level but can you provide a more automated method where the client understands what the discounted fee will be should they choose
GET ZOHO INVOICE ID TO FIELDS IN ZOHO CREATOR BY API
Hi, Good morning.I have used API in zoho creator to create contacts and invoice in zoho invoice.Can I able to get invoice id from zoho invoice by using unique fields in creator(ID in creator,email id,mobile number)?I also need to store that invoice Id in any one of the fields in creator. Kindly assist me. Thank you
Templates with a Twist!
The holiday season is at our doorstep and to add to the feel of the festive season, Zoho Invoice presents invoice templates with a twist. These templates with holiday themed background will make your already personalized invoices even better. To give your invoices a festive feel, go to Settings> Templates> Edit> Header and Document Information> Header> Background Image> Choose from Gallery, and choose the background that best suits your style. For a more detailed view of your holiday themed backgrounds,
Mileage Expense Tracking
Is there any possibility of creating quantity and unit price for the expense module? Today we have to modify each line of the invoice to change te default quantity from 1.0 toth enumber of miles - and then change the unit price tot he price/mile allowed. We need to report mileage logs to the government in order to claim back the car expenses. This would be a major enhancement to the invoicing application.
Generate invoices for a membership site. How to handle the advanced payment
Hallo, I'm try to handle this scenario: - I have a membership site where readers can access after they pay the subscription feed with PayPal. This is handled by my membership software. - Once a week I import the new customer data in Zoho Invoice and send the invoices (in the future I'll do that with API, but it's another story) - Since the client has a already sent his payment I want to make it clear and evident on the invoice. The only way I can think is to add a Custom Payment Term that says something
Better treatment of advance payments and "bulk" payments needed
Hi, There are two situations that are not handled well in Zoho Invoice and I hope that at some point the functionality might be improved. 1) I receive, say, a USD 2,000 advance from a customer, which I will use to pay future invoices. I can't issue an invoice for the received amount, because that would be an incorrect accounting practice. I need to be able to apply that payment as a cash balance on the clients account and then offset it against the invoices as I issue them. The only way that
Error 1002 Creating Invoice
While creating invoice I am passing the basic required parameters but I am getting 1002 Contact does not exist. as error in response. Can anybody please tell what might be the issue? Passing following json "{'customer_id':557604000000039040,'line_items':[{'name':'TV Guide','rate':5,'quantity':1,'item_total':5}]}"
Suggestions for Deposts using Zoho Invoice
Hi there, Does anyone have any suggestions on how we can incorporate the collection of deposits using Zoho invoice? We are a language school and require a deposit of 30% to secure a place on our courses. However, when using Zoho invoice it only allows me to send an invoice/request payment for the full amount (cant change the amount in the check-out procedure). Anyone have any ideas for this? Broc
Round off ledger addition during invoice making
I am not able to link up round off ledger during invoice creation to adjust decimal figure
Zoho Invoice Integrates with GoCardless
Hey everyone, We are more than excited to announce that Zoho Invoice is integrated with GoCardless to provide Direct Debit experience to our customers in UK. Direct Debit? Tell me about it. Direct Debit is a way of collecting payments that puts you directly in charge of your cash flow. Whether it's a recurring invoice or a one-off invoice, your customers can authorise you to collect money directly from their bank account whenever the invoice is due, which means you always get paid on time. Direct
No date column on invoices
Why do all of the invoice templates have numbers in the first column, and none has a date column? The item numbers are useless to me, but at least I can delete them. The lack of the ability to specify a date of service for a particular project or task is mind-boggling. I feel like that should be in bold type somewhere ("Cannot put a task date on invoice") on the main page, and I could have saved my time and moved onto another software provider. Yes, it's free, but my time isn't. Also, all of the
Recurring Invoice or Payment Reminder
I have many clients that make monthly partial payments until paid in full. We want to remind them of their monthly payment without having to manually send them an invoice or automatically doing a Paypal charge. Is there a way to set up the invoice to automatically go theme every month. I set up recurring invoice, but I have a feeling that it is going to automatically charge them instead of just reminding them to pay.
Get total invoices for organization
I want to get total number of records and pages for the invoices under and organization via API. I can see this in Invoice Section but how can I get this via API. Looking forward to your responses. Thanks
Hide Invoice Custom Fields in Document Information
Hello! Im trying to work on ZOHO Invoice Template From BOOKS, please help me information on how to hide Invoice Custom Fields in Document Information section on Top Right side where the list Invoice No & Date... Thanks in Advance Can
ACH AND CREDIT CARD HELP!
HELLO, I've posted before but never got a response. Is it possible to only offer ACH payments through the customer portal or online invoicing system? I do not want to allow credit cards, only ACH. Thanks!
Upload time sheet from csv
Is it possible to upload in Zoho Invoice a time sheet from a CSV file?
Auto Roundoff Invoices to nearest Rupee
Kindly enable this. Very small thing but greatly efficient.
email address issue
Hi, I have a contact in invoice where the details of the person has their email but in the contact list there is no email. If I try and edit the contact to add an email into the blank email field then I get a message telling me I need to use a unique email address. I have to add their email each time I generate an invoice. Any thoughts or can someone try and edit the contact? Thanks
Bi-weekly recurring invoice
Hi, thank you for the great service. I use it to send out the invoices to the company I work for as contractor, but I have a problem. I must be able to send the invoices bi-weekly (the first of the month, and the 15 (or the next monday if the 15 is not a working day). This is common practice in USA so I wonder why this option isn't available. Am I missing something?
Change Edition to UK
Hello, We are changing ZOHO Invoice edition to UK. We created new organisation and now exporting all the details. Contacts and Items are done. We started with ESTIMATES but it doesn't allow us to import more than 1MB which is pain. The main issue we have is that Estimate status is not correct. Where it's status Invoiced, it changed to Draft. Is there any way we can exceed 1MB and makes Export/Import easier? Thank you
Shipping address
Can the label "Shipping Address" be changed to "Work carried out at" or something like that on the invoice template. I have just done a job for a new customer who owns quite a lot of property's that are let out, and it looks like I will be doing some more but it would be handy to be able to put the address of the property on the invoice. Also how many address can be saved. Jes
Possibility for using Price Lists but still showing the rebates/discounts on estimates?
Hi there, Is there a way, while using price lists with discounts set for some special clients to still have the discount of the price list appearing on the estimates so as for the client to have a vision of the commercial privilege he has been granted...? Thanks for any help on the matter
Status List
Is there a list of all the possible values of the Status field. I'm reading Invoice information in Creator. In most cases I only want to process a Status = 'paid' but I need to test for other values such as 'partially paid' or 'void'. A full list would help me know what values need to be handled.
Migrate estimate to project
Is there a way to move an estimate (with a paid retainer) to become a "project" where I can track time?
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