Zoho CRM and Sage
Hello all, I am using Sage Professional and I am reluctant to change but would like to have the team work with Zoho CRM. Is there any integration between the two, so when we close a deal on Zoho the invoice is automatically raised on Sage? Kind regards Stephen
Windows 10 Universal Application
It is great that you guys are already supporting Windows Phone and Windows 8 with both a mobile and desktop app, however the apps are quite outdated in terms of the UI and the functionality. It would be great if you guys could develop a Windows Universal app that has the same polish and features as the apps on Android and iOS. Major features that are missing from the current Windows apps are estimates and invoices. I have also taken the time to mock up some UI concepts and to how I would like the
Zoho Invoice and Payeezy Gateway
We use Zoho Invoice and also use Payeezy Gateway via PNC as our Online Payment tool. I was wondering if integration with Payeezy Gateway formerly known as Global Gateway E4 is on the roadmap for Zoho Invoice. Or even a generic way to do integration to online payment providers not on your list. Thanks Charles
Via API: Create & Send an Estimate
Hi, I've got an already created contact, which has an email address associated with it. If I use the web interface, I am able to create an estimate and send it through seamlessly. However, when I create the estimate, I am able to create it fine, using these options: { customer_id: '[blanked]', organization_id: '[blanked]', estimate_number: '25 by Jacob Zuma', template_id: '[blanked]', date: '2016-02-13', expiry_date: undefined, exchange_rate: 1, discount: 0, is_discount_before_tax:
Need to know the amount spent to the project and profit
Hi Team, I required 1 help in zoho invoice,is there any way to track the amount which we have spent to 1 project ex : purchased lan cable,patch card & labour bill,then we need to raise the bill to customer. In the final output i need to know that remaining amount is our profit.where can i see this option. Regards, Rajesh.S
Recurring invoice - Create, Charge and Send Invoices at a customer level
Hi, There needs to be a way to apply the settings for this option on a customer level and not just for the entire account. There are times that we have the customer credit card but don't want to auto charge them monthly on a recurring invoice. But we do have the need to do this for select customers. Thank you.
Customize translation for customer's portal?
I've checked the customer's portal and it has been shown in Portuguese from Portugal language, which is very bad to brazilian people, where I am and make business. So, is there any possibility to customize some words just for the customer's portal? Additionally, I saw that customers only can pay their invoices (using Paypal for example) through customer's portal. Is there a way to send a direct paypal link instead of an url to take customers to portal?
Questions about email template
I'm facing a little issue with email templates, for invoices and/or estimates. I've customized the email template and put a html code, however after saved it, Zoho changes my code automatically inside my html code with a lot of <br> tags (<br> is line-break in html) and the template gets broken with those line-breaks. Is it normal or I can't use html content for email templates? Thank you.
Adding Billing Instructions/Wire Transfer Details to the Invoice
Hi Guys, We are in International services and have multiple overseas clients whom we invoice in their respective currencies. I am sure many of us are doing the same for our various customers. I have a suggestion here: Can you please include a option of adding billing intsructions/wire transfer details to the Invoice? I know that I can add custom notes to the end of each invoice stating the bank details for payment or international BACS transfers. However, we use multiple bank accounts and have different
Sell services instead products
I'm a webdesigner freelancer then I sell services instead of products, and each service (a webdesite for example) can have a different price for each case, customer or project. I made a test generating a new estimate to myself and, in "New estimate" screen we have no option to set the price. The same happens with "Items" list, so, I can't set a price individually to the same item, which could be "Webdesign" or "Web development". In conclusion, I inserted a new item in Zoho Invoice called "Webdesign
steps for adding double vat 5.5% & 14.5%
HI Team, Let know how to add double vat to a software product ex : if i'm going to do a bill for antivirus and support for 1 year. Request you to provide the steps. Thanking your, Rajesh.S
Cuantas cotizaciones puedo hacer y mandar con invoce?
Buen día, no he entendido la sección free que solo 25 cliente, quiere decir que solo 25 cotizaciones puedo enviar?
Can we hide the currency symbol for estimates, invoices and payment receipts?
Considering I only make business in my city, I don't need to show the currency symbol, it's totally irrelevant for my customers. Is there a way to hide it?
remove the zeros.
Hi Team, while generationg the Invoice in Qty field it shows like this 1.000 for 1 quantity ,request you to tel me the steps to remove the zeros. Regards, Rajesh.S
Custom Fields with Data Types for Expense and Payment Received in Zoho Invoice
Hi all, We are glad to present to you, the option to create Custom Fields for the Expense and Payment Received modules in Zoho Invoice. This also comes with an icing on top of it - Yes, the custom fields can now be created with different data types. Types like Text, Number, Decimal, Amount, Auto Number and Check Box are supported as of now. Rush to the gear icon at the top right corner, select 'More Settings', choose 'Preferences' in the left pane. Click the Expense/Payment preferences where you
Zoho invoice with barcode
Hi, Would like to have invoice number bar-code can zoho invoice. Can I add a barcode font or any other way ?
multiple invoice notification email templates
Hi, Depending on the scenario, I modify our "invoice notification email" template with different introductory text. It would be great if I could create multiple templates to choose from ie. template #1 is for a new customer (first invoice), template #2 is for a regular customer . . . etc. Thanks! Brian http://www.redpelicanmusic.com
Unable to set email when creating contact using API
Although the API docs state that you can set the email key when creating a contact, it doesn't take effect. The contact gets added but the email is left blank.
Customer Statement Header
Hi All, I hope someone can help. I am looking for the area to edit the header for my Customer Statement. Right now when I send this out it says "Statement of Accounts" but it should say "Statement of Account". I am sure there was a way to edit this but I cannot find this now. Thanks.
Collect feedback from your customers with the Client Portal
Introducing customer reviews, our latest feature in Client Portal. With customer reviews, you can get your service rated and reviewed by your customers. This information will be automatically captured within your Zoho Invoice account. You can also share some of your best reviews on Twitter. If you'd like to try this feature, check our user guide on customer reviews . We have also published a blog recently, highlighting some of the benefits of using this feature. You can read the blog in this link
Prices including VAT in Zoho Invoice.
Dear sir/madam, Is it possible to work with prices including VAT in Zoho Invoice, now I have to fill in the Item prices excluding VAT. I will give you a explanation below. Item Date Quantity Price (incl.) Amount (incl.) VAT Reupholster chair. 19-10-2010 1 € 600,00 € 600,00 19% Fabric 31984-5 Blue 19-10-2010
Marking items as paid
Is there an option where I can mark tasks on a timesheet as paid? It currently says they are all unbilled and I do not know how to change this.
Two issues with using workflow automation to send email
Hello, I'm trying to use the workflow automation feature of invoice to automate an email to my customer when the invoice date arrives. Ex: I want to create an invoice with a future invoice date and on that date, have it email my customer. The email successfully sends to the customer, however, I have two issues: 1- the status of the invoice did not change from "Draft" to "Sent" (shouldn't it have?) 2- there was no pdf of the invoice attached to the email (how can I get attachment to send on emails
Assign customers to salespersons - Zoho Invoice
Hi, I am new to this application and I am not sure if this application suit me as an owner of a company with few staff.I am looking an application that allow me to assign group of customers to each individual salesperson which then allow them to do estimates and sales order for their assigned customers. Besides, salespersons can only view invoices and owing of these customer rather than other customer which have been assigned to other salespersonn; whereas me and my admin can view and manage all.
Tips Payment
Hi Zoho team, I have some clients who occasionally send payments with an extra amount. For example, if I send the invoice for $41,5, they will send $50. They consider this as a tips instead of to be used as credit for the next bill. What should I do to make it considered as a tips, not as an "unused amount"? Thanks.
Backup function
Hello, as I'm sure you will agree, backing up is extremely important. Currently, to backup my data I go to each table and export the files to excel individually customers / invoices / items / recurrences / payments A function which would produce all files (and maybe even a settings file, plus custom templates) and download as a zip would be extremely useful. What do you think? V.
How do you use the "Automation --> Email Alerts" section?
How do you guys use the "Automation --> Email Alerts" section? Can you give me an example of how you use it? I'm not sure if it would be helpful for me, but maybe I haven't been creative enough in my thinking. I'd love to know how you guys use it to give me some ideas. (:
Tips Payment
Hi Zoho team, I have some clients who occasionally send payments with an extra amount. For example, if I send the invoice for $41,5, they will send $50. They consider this as a tips instead of to be used as credit for the next bill. What should I do to make it considered as a tips, not as an "unused amount"? Thanks.
Include a customer satisfaction survey
For every invoice I send, I should have the option to include a customer satisfaction survey, the results of which can be posted to my linkedin or googleplus account. I think I read that freshbooks has such a feature. This feature helps small businesses aim to have a 5-star rated service.
Can I specify when invoice will send?
I am gone at times when invoices should go out. I would like to be able to create the new invoice, and then schedule it to email at a specific time/date. Is this possible? It is project by hours, not reoccurring or retainer. Thank you
currency
About base currency and customer currency. In the Invoice, I would like to the base currency for all items, sub total and total amount. And show a additional customer currency in the final total amount. Also, show the exchange rate. For example: Item # 1 100 2 110 3 200 sub toal 410
Cannot create estimate/Invoice (the Zoho Invoice version) from Potential page?
According to the documentation regarding the Zoho CRM and Zoho invoice integration, I should be able to create Zoho Invoice estimate/invoice from within the Zoho CRM contacts or potential page. See https://www.zoho.com/crm/help/zoho-invoice/#Create_Invoices It clearly states: To create an invoice/estimate Click Contacts, Accounts or Potentials module and select a record. In the [Record Details] page of the Contacts, Accounts or Potentials module, go to the Zoho Invoice/Books Related List. Click Fetch (if
Zoho Invoice Attachments Questions
I have been using Zoho Invoice for about a year now and I LOVE it. I recommend it to clients all the time. I have noticed that the attachments feature has improved quite a bit and it is looking like something I could actually use in my workflow. However before I do, I have a few questions I can not seem to find the answer too and thought I would ask publicly so others could find the info as well. 1. Is there, or will there be a way to mass export attachments? I have no desire to leave Zoho, but I
Currency in dashboard not correct
I read in the forum that currency problems exists here and there. In the dashboard it is completely wrong. I've sent invoices in SEK but the amount is shown in euro in the dashboard. Probably because euro is my base currency? Will the dashboard support multiple currencies in the future?
Delivery note Align to centre problem.
Hi, Just went to create a delivery note for my invoice and the title 'Delivery Note' nearly overlaps my bill to address. It needs to be centered like the Invoice template. As it looks like it's 'align to left' instead of 'Justify centered'. Thanks, Will.
Inovice Autogeneration
Hi, one of the major reasons I want to use Zoho Invoice was because of the auto-generating invoice numbers and associated statistics! However, the government made the invoice formatting mandatory, and I need to find out if its possible to make this work somehow? The Prefix is R1 (associated with an LTD. and taxation) is OK but, I need the auto generated invoice number (next number) to be followed by a constant /S1/1 e.g. Invoice numbers (max 999 a year). 001/S1/1, 002/S1/1, 003/S1¸/1, etc. (numbering
How can I update my timesheet?
When I have input my timesheet, how can I retrieve it for modification?
Change System Logo
I want to change the System/Org Logo following this instructions: https://www.zoho.com/invoice/help/settings/online-invoice-settings.html#logo-and-themes The problem is that, as directed on the link, there's no Settings Tab, Setup Tab or anything alike. Please help. I am on the 15$ plan. Thanks.
Customize Zoho Invoice
Can you put in a formula into a Zoho estimate or invoice?
Send reminders based on invoice/product type?
I have two types of products: One is product-based and invoices are all individual. The other is a service set up with auto-recurring invoices each month. I have an auto-reminders set up to tell people when they are past due. However, when the service is past-due I would like to have some additional information like "Your service will be terminated if not paid, etc" to warn them ahead of time. But, I don't want this on all of the reminders since it doesn't apply to the product-based invoices - only
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