New company, existing subscription
I have a Zoho Invoice basic subscription that expires April 2017. I recently incorporated my company and want to start afresh with the record keeping. Can I use this subscription for the new company?
Zoho Invoice : Adding Discount amount instead of percentage
Hi, Is there a way I can enter the discount in amount, instead of mentioning it in percent terms? For example, if the price of book is $10 and, I sell it for $8. Can I enter "$2" as discount, instead of entering it as 20%? I tried creating a custom template, but couldn't go very far. Any help / advice will be highly appreciated. Thanks!
Account disabled.
My account has been disabled on zoho invoices. can anyone help?
How do you refund a customer for their payment?
Is it possible to refund a customer for a payment?
How to manually set timesheet entry to Billed?
I have a project where the billing is based on the project hours... with a twist. The twist being that at the end of the month, I look at my Timesheet entries, sum up all the project hours, and then I round them up to the nearest half-day (a half-day being 4.5 hours). When I am creating the invoice monthly, I am creating it manually (not generated through the project) so that I can edit the amount accordingly. Only problem is, there seem to be no way of manually flagging timesheet entries as Billed!!
How to change email address of recipients of invoice
Hello, I have to delete one email recipient from one of my invoices and add another email address... How do I do that? How Do I Change Email Addresses? Please let me know, Rod
Is there a way to duplicate an invoice line item?
Hello all, I use Zoho Invoice for a farm business that sells meats. Many of my products sell by the pound, and packages are not identical weights. For instance, I raise chickens. People buy many chickens (sometimes 30 plus), and they each line item is the same except for the weight. I find that generating invoices takes a long time for these large orders, since i have to start by looking up the item name in the list each time. (Faster Internet would probably help, too, but that's not on the horizon.)
Multiple organizations and users under one account
Hi, I'm considering to offer a billing platform to my clients. I need to know if, having a subscription to Professional Invoice, I will be able to: 1. create an organization for each of my clients (unlimited?) 2. create users and assign them exclusively to their organization I'm currently trying out a free account with which I have not the opportunity to test the functionality of assigning users to organizations. Michele
Timesheet + Invoice issues
I am just exploring Zoho Timesheet and Invoice to see if it fits our needs. 1. Is there some way to enter timesheet start and end times using 12 hour clock and AM/PM? 2. From other messages I gather that displaying start and end times on the invoice is being worked on. Any estimate for completion? 3. When creating a second or subsequent invoice, I see that the invoice feature shows a message alerting (correctly) that there is an unpaid balance for a previous invoice. How do you make that unpaid balance
Change format of bill to address
I'm testing the Standard template and the format for the bill to address is wrong. It formats it as... Rob & Joe Traders 4141 Hacienda Drive Pleasanton 94588 CA USA when it should be Rob & Joe Traders 4141 Hacienda Drive Pleasanton, CA 94588 USA How can I change it? Also, how do I disable the country from the Organization and bill to adresses?
Announcing WePay integration with Zoho Invoice!
WePay, an online payment processor, is now integrated with Zoho Invoice. By setting up integration with WePay, you can create a merchant account and start accepting online payments from your customers. Some striking features of WePay include: - Creating a merchant account in minutes - A low transaction fee of 2.75% + 30 cents per transaction - No setup or monthly fee - Keep track of all WePay related transactions (Payments, transaction fees, and refunds) in one place. As of now, WePay integration
Invoice task with start and stop times
I am wanting to show the start and stop time on each billable task in the invoice. Basicly, line item one date xxxxx start xx:xx-end xx:xx total hours x.xx. So far I can only get it to show date and total hours. Under the New Log Entry on the time sheet, I can enter the time frame but I want those times to show on the invoice So I am asking, is this possible or something in the works, One of my clients ask's for the time frame. I can do this in the notes but it is a duplication of effort.
Pay invoice as a Guest (i.e., without using an e-mail address)
I am a physician and may of my clients are older and thus may not have an e-mail address or have not provided me with an e-mail address. Can I set up invoices to allow patients to sign on as a guest using an invoice number or patient unique identification number and a password (provided to the patient on the invoice) without having to supply an e-mail address with the option of setting up an account using their e-mail address? Many healthcare patient portals allow patients to sign on and pay invoices
Add more Payment Gateways
Hello Team, I am new to Zoho Invoicing. I need help to add additional payment gateway for INDIAN users. Currently I only see Paypal as the option. I went in Settings > Integrations > Online Payment. Please help. Since you've mentioned Multi currency support, I would like to see the option to change the currency while creating invoice; since I have clients from INDIA, USA, AU and Saudi. Please help me. Best Regards, Syed H
How can clients without e-mail address login with an invoice number and password printed on an invoice.
I am a physician with older patients, some of whom do not have e-mail addresses, as well as patients that have not provided us with an e-mail address. We would like to have the ability to have patients login to the payment portal using their account number and a password that has been printed on the invoice (i.e., make payments as a guest). Many healthcare payment portals give patient access this way with the option of setting up future access by creating an account with their e-mail address and
Lost ability To connect to Zoho Invoice!
From the old zoho version: I'm pressing on the little Invoice icon and I'm getting a blank screen. From new zoho version: The little 'invoice' icon is not even available. I can log in to my mail and everything in Mail is working perfectly except for switching to zoho invoice. To acces my invoices I need to login to zoho Invoice otherwise Invoice is not available through the shortcut. Any Help?
Return Receipt in email
Hi Zoho, I think we all need a return receipt option for invoicing and estimates it would be nice to know if and when my customers received the estimates / invoices the idea is make them force to confirm the email so we know to 100% the invoice has been received Hope this is not so difficult to add (I'm sure it is that's why it is not added yet ) other then that you guys are awesome and I love ZOHO Thanks Mario
Invoice sent by name
Hi, When I send invoices, they are displaying my Zoho account name as the sender in the email header. How can I change this?
How can I delete a credit note with a refund?
How can I delete a credit note with a refund? when I try to delete the credit note, it says that the credit note has a refund but I didnt found the option to delete that refund.
Braintree gateway automatically sends email with receipt
Hi, we are using Braintree gateway on our website like on really easy e-shop. Client choose a product, fill the form and pay it through the Braintree. We want to automate sending e-mails with receipt to each customer and BCC to our financial department. Is it possible to configure zoho like this? Thank you very much! Adam
Future invoices (on invoicing after 1st year with different amounts)
Hi, I have set up the ZOHO invoicing app for our company which provides annual services. Currently i have noticed the following two cases for which i cannot find a solutions. 1. I need to create invoice for Year 1 (sales with X amount) and then separate invoice for each subsequent year (maintenance with Y amount). Is there was way to do that from year 1 itself or must it be done manually. 2. I need a place to store notes for each customer. Some customers provide special notes which are applicable
Order of Tax items in invoice
Hi, Have successfully added KK Cess. Now another issue. In the Edit invoice screen the order of the Tax items appears correctly ie. Service Tax SB Cess KK Cess However in the View mode and the Pdf the order is interchanged. Please help thanks, anu
%projectname% placeholder
Hi, I'm having some difficulty figuring out how to use this particular placeholder in my email templates. In my Invoices, I have the field for "Project" checked, and fill in the name of the project as I do for all other fields in the invoice. This is not a custom field, but rather one that seems to be a standard optional field in Zoho. The project name that I enter in this field, however, does not for some reason associate with the placeholder %projectname%... in which case, wherever I use
Krish Kalyan Cess
Hi, Please treat this as urgent as I am not able to get thru the Phone support. In order to Add the new Krish Kalyan Cess of 0.5 % to all my Recurring Invoices from today is there a way to change it Centrally in one place, or do i have to make the change in each individual Item. Appreciate quick support please, thanks, Anuradha
how to delete damain? I want to delele account.
I want to delete account. but delete org first, then delete domain first. I have canceled email hosting. but I can't delete domain.
Maximum number of invoice and estimate lines
My evaluation continues - so far, mightily impressed by Zoho Invoice. I've typed quite a few invoice lines and estimate lines in but got a bit tired! Is there a limit on the number of lines that can be added to an invoice or estimate? Likewise,is the API restricted to the same limit?
Invoices Not Displaying Correct Values for Time Sheet (hourly) Based Billing
When creating an invoice from time sheets, using the "Service - Professional" template, the Qty column displays "1" and the Rate column displays the Rate*Hours (total amount), and the Amount column displays the total amount. This is not the way the information should be displayed or populated. As an example of properly populating the invoice, if number of hours billed is 10, and the rate for services is $150/hour, then the Qty = 10, Rate = $150, and Amount = $1500. I have attached an example invoice
API limits for ZOHO Invoice
Hi I really need to know the API rate limits for ZOHO Invoice. Why are these not listed in the API Help documentation? Is there a per minute rate limit? A per day rate limit? Hope I get an answer soon. We are evaluating Zoho Invoice but need to know about any API limits before we can proceed. Cheers!
How do I change the Currency Base for my organisation
Hi I'm an Australian Based Company that charges and account in USD (US clients) I'm unable to change the currency base in Zoho Invoices - it appears all options are "locked" and cannot be changed Have followed any forums help topic I can find but as above - all options are either locked or does not exist - this is a new organisation registered with Soho - there is zero data and still trying to get pass this step. so the question is does SOHO invoices support companies registered in one country
Create an invoice in php with API
Hello, I try to create an invoice in php from the API with this code : $jsonData = '{ "customer_id": "467818000000193001", "reference_number": "", "date": "2016-05-18", "payment_terms": 15, "payment_terms_label": "Net 15", "due_date": "2016-05-18", "discount": 0.00, "is_discount_before_tax": true, "discount_type": "item_level", "is_inclusive_tax": "false", "exchange_rate": 1.00, "recurring_invoice_id": "", "invoiced_estimate_id": "", "salesperson_name": "", "line_items": [ { "item_id": "467818000000031001",
Webhook for Payments Module in Zoho Invoice
Hi, I would like to trigger the webhook while Payment is created in Zoho Invoice. Could you please let me know if this is possible.? Thanks in Advance
Import multiple orders
Hi, Is it possible to import multiple orders (commandes) or invoices in zoho? Thank's :-)
add myself as a customer
When I record a business expense (not a project expense) should I add myself as a customer? And is that possible?
Send delivery note directly from Zoho?
Hello, when I create an invoice I can send it directly from Zoho. After creating an invoice I create a delivery note, but I cannot send it directly from Zoho as far as I see... I have to safe it as pdf and then send it. Is there a way to send it directly like an invoice? thanks Paul
Regular invoices for unbilled work
Can you create a regular invoice for all unbilled work?
Zoho Invoice. Expenses Not to be double taxed
Dear colleagues, I'm doing invoices where, in general prices are tax-excluded (it is market in "edit invoices, last point before including concepts")... When I include expenses.... such expenses are included in the calculations for the total amount, but they are also taxed (independently of their own tax, if any) !!! For example: a) Situation A ---> Item 1: Price of 100 € + 21% VAT = Total 121 --> It is OK b) Situation B --> [Item 1: Price of 100 € + 21 % VAT] + Expense of 40 € (VAT already
Zoho Invoice and Zoho people
Hello again Zoho, Is there a way to synchronize the 'expenses' in zoho invoice with a form in zoho people? My company records expenses made for the office and employees in the expenses section of invoice. I would like to synchronize so that once I approve a payment, it records automatically in 'expenses'. I await your reply. Thanks
Invoice adjustment showing up as customer credit balance - help?
I had a customer pay me in advance for a portion of a project based on an estimate. When I issued an invoice for the remainder, I entered that payment as an adjustment on the invoice, so that his pre-payments were reflected in the invoice total. He paid the remaining balance and I thought everything was fine. However, when I created a new invoice for some additional work, Zoho is now telling me this customer has a "credit balance" that, if I desire, I can apply to this invoice. This is not correct!
Paying thru Zoho
I just received an invoice from my supplier Simplewan in AZ and it has been impossible to pay neither by CC or paypal, Looks like there's a problem! We were unable to process the payment because the billing address of the card holder does not match with the address entered. Simplewan & Zoho say there's no problem, so why doesn't it work ... I find this very unflexible and unconvenient, zoho is not up to its promises I'm afraid, won't recommend it ...
Add a item type column to the input form
It sure would be nice to define a type for each item on an invoice. IT can be difficult to account for items that are Products, Services, Reimbursable Expenses, or Various Fees. They all get mashed together at the end of the day and it is hard to seperate them at tax time. Thanks!
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