How do I record advance payment?
What is the correct way to record advanced payment received from customers? Some of my customers send several months rent payment in one check. I have used the Credit Note function, but this makes my reports not accurate. I have seen the older version ( http://www.youtube.com/watch?feature=player_embedded&v=ywkKMul7NSs) of this task but it does not work like this in new version. Please help.
US to EU Data Migration
Hi - due to EU laws, we need to transfer our data from US servers to EU servers. So far the response from Zoho has been: Open accounts with Zoho.eu Pay Back up data on Zoho.com Transfer Ask refund This is an awkward proceeds - especially the pay, ask a refund. For instance as a 3 year customer we have a large file structure on Doc - no advice given as to how to replicate this.
Allow login-less invoice payments when portal is active
Hi, with portal not active, emailed invoices can simply be click-and-pay directly from the emailed invoice. No login is required. however, when the portal is enabled, the link in the invoice now requires to login. This seems like a step backwards, as it can now take longer to effet payment by clients (cannot find password/lost password etc) Payment is also not necessarily done by the same person(s) that actually access the portal. It will be better to allow the option, with portal enabled, to still
Zoho Invoice trail a disaster before it even gets going
We have just decided ot trial Zoho based on its excellent reviews it has received as we need a new invoicing tool to replace the now broken Invoice2go, and it's even worse!!. No matter what we do to change the design of our new invoice we get the error message "Requested version change is not permitted"....Six of us had fiddled with it and changed anything we feel may cause this error message but we've done everything perfectly....and even if we hadn't...what sort of error message is that to send
customer view recurring invoice which is automatically charged
Hi, I understand that a customer portal will only show invoices after they have been generated. If I have a customer with recurring invoices that will be charged automatically, there is no way to allow them to see what amount will be charged and when it will be charged before it happens. No email can be generated as a reminder. No view of the invoice upcoming in the portal. Is there another way to let a customer know of their upcoming charge? Thanks, Helen
Create, Charge and Send Invoices question
I send out recurring invoices monthly for 3 different services. I have Zoho invoices send me a draft before it gets sent to the client. I do this because I use different email templates according to the service i'm billing. I always have to select the email template from the dropdown because the default one is always selected. My question is if I set the Recurring Invoices option as "Create, Charge and Send Invoices", will it always use the default email template? Charles
Imported invoices will not be mapped to an existing customer, instead a new customer is created (even if Customer Name field is populated correctly)
Hi, we are already using Zoho Invoices so we have already configured a bunch of contact/customers. Now we would like to import some old invoices that reference the already configured contact/customers. Unfortunately the importing system does not consider the Customer Name field as a key so a new customer/contact with the same name is being created for every import action we perform. Is there a way to import invoices that referrer to an existing customer? Thank you in advance Denis
Set Default Due Date
Is there a way to set the default due date for invoices? For example, every new invoice that is created is set to NET 15.
Confused about timesheets and billable hours
So I have a project set up, and I logged the time for three tasks: 20 min, 30 min, and 40 min. That's a total of 1:30. But the overview page of the project says I have 2 billable hours. I deleted all the time logs and reentered, but it still says 2 hours. I have no idea what to do next. Ideas? Thanks.
What programming language is Zoho?
I am just curious. Anyone knows in what programming language is zoho invoice developed?
How to remove 'Address State' field from Stripe form
Hi, I connected Stripe to Zoho Invoice State Address field is useless in France How to remove id ? Regards,
Invoice item name chosen is not compatible with the billing method chosen for this project
When trying to create an Invoice off of timesheet entries I get this message: Invoice item name chosen is not compatible with the billing method chosen for this project What does this mean, and how do I fix it? Thanks! -David
Error when adding new item
When trying to add a new item I'm getting an error saying "Invalid Element is _ taxable" and it will not save my new item. I have also tried to edit an already saved item and I get the same error.
Payment Template - Amount Outstanding
Hi There, A client recently paid a part payment for an invoice we sent them. When the invoice went over the required time for payment the customer rang me to say why they had been sent a reminder. To which I replied you made a part payment. Their response was "oh, we didn't spot that, can you make it more obvious next time?" Can we add "Amount Outstanding" on the Payment Template and if so how would one do it? Many thanks. Conrad
What's New in January
Check out what's new in Zoho Invoice for the month of January: Custom View: Enjoy the liberty of choosing, the view of your Invoice, Estimates, Credit Notes, Recurring Invoices and Retainer Invoices list. Say for example, out of all the invoices created, you might want to view the invoices that are due this week. With our custom view feature, you can categorize the invoice lists based on a criteria and display them in the order you require. Classify your data with ease. Allow timesheet staff to record
A recap of major features released in Zoho Invoice in 2016
This year, we have added a lot of new features and product enhancements to help you tackle your invoicing tasks better. Here is a look at some key features we had added this year. Get Feedback from Clients. Business is nothing without customers and it is necessary to keep them happy. Getting feedback from your customers lets you know whether they are happy. This is exactly why we introduced the feedback/rating feature. With this feature, your clients can rate your service and provide feedback through
Sales by Department
It would be helpful if we could breakdown our merchandise by a department so that we could run a report for the total of the specific department and not by item.
Custom Function Help
Basically what I am try to do is update the price list automatically. On invoice creation I want it to look to the custom field and if its value is one then set the price list to {1} I have a custom field in contacts Label: Price Band, Value: 0 - 6 but the bit im struggling with is I can't find the correct command to get the price list map in the invoice its not listed here https://www.zoho.com/invoice/help/settings/automation/custom-functions.html
Bank transfer or credit card free of charge
Hi everyone, Is there any service that can be used through Zoho Invoice offering the possibility to a client paying what he has to with his credit card or via bank transfer, free of charge ? Right now, my clients use the IBAN informations that I've incorporated in my invoice template (this solution is free of charge for them and me), but I wish to find something more user friendly; still free of charge. Thank you, Julien
Recurring roosters
I would love to have, recurring roosters. As many IT specialists we have customers with contracts that wil be billed 2 hours a month. This can be done with recurring invoicing bud then there's no way to see how many hours a specfic person (user) has made these hours. For instance Customer A gets billed 2 hours a month, these hours have to be on the user Dirk because he has to maintane this cutomer.
Internal Error while creating invoices via API
Hello, today I am experiencing issues in creating invoices via the API. Everything always worked just fine in past years so it is not a coding issue. Also, other calls to query customers and existing invoices are still working just fine. That said, this is how the XML I am sending to the API looks like (/invoices/create): <Invoice> <CustomerID>xxxxxxxxx</CustomerID> <PaymentsDue>15</PaymentsDue> <PaymentGateways> <PayPal>2</PayPal> <Braintree>true</Braintree> <Authorize.Net>false</Authorize.Net>
is there anyway to upgrade zoho invoice via debit card or net banking?
is there anyway to upgrade zoho invoice via debit card or net banking? i want to upgrade zoho invoice account.
What Location Is Snail Mail Sent From?
Hi. I just wanted to know what city and state the snail mail is sent from in the US. If the destination matters as to which location the snail mail will ship from, most of my customers will be in the Chicago, IL area. Thank you!
How do I set payment terms where I take payment in 30%-40%-30% as the project progress ?
Hi, I make a Invoice a project, and I take 30% in first payment, then 40% as the project progress and then 30%. This % may vary from project to project, and the dates also vary in between the payment times. So, how do I create Invoice for that ?
invoice template
I need the invoice template/layout as the attached pdf. I was not able to create one like that using your template customization. If someone can create one like that would be good. - kris
Invoicing from Projects - Add currency Selector
When invoicing from projects, user should have the ability to select the currency for the Rate being entered. I'm sure a lot of users would find this helpful, mainly when you want to integrate with Zoho Books, where you have a default currency, that's not always same currency you use for invoicing your clients.
Credit Note Cloning
I can clone an estimate. I can clone an invoice. I can't clone a credit note. Why not?
"The invoice has been created. We face an error while sending the invoice. Reason: Email subject cannot be blank."
Hi, I am trying to send an invoice via https://invoice.zoho.com/api/v3/invoices?send=true&authtoken=xxxxxxxxxx (xxxxxxxxxx is my authtoken) with some JSONString. IN response, I get the invoiceId as :4373120000000***** When I GET query: https://invoice.zoho.com/api/v3/invoices/4373120000000*****/email?authtoken=*********** The response I get has a field: "subject": "Invoice - INV-000008 from RecurPay", which means the subject is clearly set. Why doesnt the email get sent then?
Can Invoice app be added to my email app list
Can Invoice app be added to my email app list? If so how?
ZOHO Inventory - inventory tracking cannot be enabled
So I keep getting this error. We uploaded 100's of items into Inventory after having tried ZOHO Invoice What is the work around for this? There are Invoices with these items on them .
Account renewal through NEFT
Hi, My credit card is blocked and I want to renew my account through NEFT. Please help me to renew my account
How Can I Freeze time sheet already entered by the Staff?
Hi, I have tried creating a new Role unchecking all the access. The same role is assigned to staff. He Can still enter the time sheet and edit the time sheet Please reply Regards Vinod
Zoho Invoice and Zoho CRM integration
Dear customers, The new version of Zoho Invoice is already released and is in the beta access now. It's time for us to start the work on the next agenda. YES, it's the integration between Zoho Invoice and Zoho CRM. We are aware that this is a crucial one that most of you are looking for. We would like to talk to you on your requirements in detail so that we can address most of your concerns. Please feel free to write to us on support[at]zohoinvoice[dot]com with your contact number and a good time
Mark as paid from list
So I have a spreadsheet of invoices from my bank that have been paid. How can I use that list as a search set so that I can mark them all as paid? Do I have to write something to use the API? Thanks for the help! Simon
What's New in Zoho Invoice- December 2016
Check out what's new in Zoho Invoice for the month of December. 1. OFFICE 365 INTEGRATION: Zoho Invoice integrates with Office 365 to make invoicing more easy and effortless for customers. Sync all your Office 365 customer contacts to Zoho Invoice automatically, and select the ones you would like to import. You can also add your employees as users and manage your invoicing better as a team. 2. INTRODUCING RAZORPAY: The holiday treat for Indian customers is here early. Zoho Invoice integrates with
Clients not receiving invoices
In the past few days I've had several clients not receive the invoices I've emailed to them straight from Zoho. Some of them are clients that have received invoices in the past, so I know the email address is not incorrect. They've checked their spam as well and nothing. Is this a known issue?
Can't find the "article" section during an invoice editing
Hi, I can't find the "article" section next to the "descritpion" section as I set in the template settings. How can I figure it out ? Thanks so much Vincent
Zoho Invoicing messing with my Zoho email
I subscribed Zoho invoicing service before and disconnected the service this year, as I do not need it any more. Now I am setting up emails through Zoho, but I can't set up an existing email using Zoho. The error message says "User already exist in your org". It seems the problem may be that this email is already in Zoho's database. Can Zoho please help? I need to continue to use this email badly.
Estimate and Invoice text color not dark enough.
I am using the standard template for Estimates and Invoices. The template looks good overall but the text body is not dark enough when it prints. I have not altered the template fonts or colors (it shows it as black text) but it looks more like a light gray when it is printed out. I have not only had this issue at my office but have had customers also call and ask if I could darken the text in the body. Is there a way to make this darker (maybe a bold option)?
Announcement: Zero transaction fee on Indian debit cards.
Hello everyone, Good news for Indian customers! In a move to encourage businesses to go cashless, the Indian Government has ordered banks to completely waive the merchant transaction fee on debit card payments until December 31. This is a welcome move in line with the recent demonetization of currency notes, and would make it easy for merchants to urge their customers to transact online. Refer this article to learn more about the announcement. The transaction fee on online debit card payments
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