Can't update the company address in zoho invoice
Dear Sir/Madam, I want to update the company address in Zoho Invoice but failed. It popped out a sentence "Invalid value passed for Website". Please advice how to solve this problem. Thank you.
What's New this June 2020 in Zoho Invoice?
Hello, everyone! Time seems to have flown by so fast and we're already halfway through the year. Though times are tough, we’ve been working as usual to bring out the best new features for you and fine-tune our existing functions. Here's what's awaiting you this month in Zoho Invoice. Create price lists with Volume Pricing Does your business offer discounts for bulk orders? We have introduced Volume Pricing, using which you can now set price breaks for items depending on the quantity sold. You can
ACH and Credit Card Options
I do NOT want to accept credit cards but am integrated with Authorize.net for their eCheck service. How do I turn off the credit card option in the client portal?
What's New this May 2020 in Zoho Invoice?
Hello, everyone! We've spent the last month working on a slew of new features and enhancements for Zoho Invoice. This includes much-awaited features such as multiple GSTINs for the Indian edition and setting a revenue budget for projects. Here's a run-through of what's new this May. Manage multiple branches and GSTINs (Indian Edition) As your business grows, you might have different branches both within and across states in India. Depending upon your business type, each of these branches might have
Chase Paymentech
Hello, I absolutely love ZOHO BUSINESS. I hope the software makes you billionaires one day! I use Chase Paymentech and would love to see Chase Paymentech intergrated into ZOHO Invoice. Thanks,
Translating Notes, Terms & Conditions
Hi, When I use different templates (for different languages), I easily translate the Labels, but where do I translate the actual notes and terms & conditions? They are automatically pulled from the entries made in preferences/Invoice? Thanks
Error creating an invoice via JSON
Hi all! I'm sending this request to create an invoice with JSON: $url = "https://invoice.zoho.com/api/v3/".$this->service."?authtoken=".$this->authtoken."&organization_id=".$this->organization_id."&JSONString=".$this->json_data; $curl = curl_init($url); curl_setopt($curl, CURLOPT_RETURNTRANSFER, TRUE);//Set to return data to string ($response) curl_setopt($curl, CURLOPT_POST, TRUE);//Regular post curl_setopt($curl, CURLOPT_HTTPHEADER, array("Content-Type: multipart/form-data") ); //curl_setopt($curl,
[bug] six-minute blocks of time in timesheet
Hi, I have two requirements: That time spent is reported in blocks of six minutes. There are ten six-minute blocks in an hour. That time spent is reported in whole blocks or part. Both 0.5 minutes and 6.0 minutes would be 1 block. This is a common standard that Zoho invoice provides support for at Settings > Preferences > Projects > General: Round Off Time (The time entries will appear on your invoices and reports based on the selected round-off format.) Round up to multiples of 6 minutes Apply the
What's New this April 2020 in Zoho Invoice?
Hello, everyone! We hope you and your family members are safe. As the world is grappling with the COVID-19 crisis, we at Zoho have taken to working remotely. However, this has not brought any lull to Zoho Invoice's monthly feature updates. We have, as always, been working hard to provide you with a smooth invoicing experience. Read on to know what's new this April. Fresh design for the invoice details page The invoice details page has been redesigned to help you perform invoice related actions more
ERROR_invalid_timestamp
Al instalar Zoho Docs para escritorio en mi computador no me inicia sesión
How to maintain steady cash flow during the COVID-19 crisis using Zoho Invoice
Dear customers, I hope this finds you and your loved ones in good health. As we are witnessing, the COVID-19 pandemic has started taking a toll on businesses of all types. Here are some useful tips that could help you streamline your invoicing and AR processes to keep your business healthy. 1. Communicate clearly with your customers: During this period, transparent communication with customers is a necessity. A lot of businesses have started displaying messages on their home pages, explaining their
SPF Record
Hi! I have been trying to configure Zoho Invoice SPF records and i have been unable to get it work. I have configured the SPF entry on the server and it has been validated by other websites but Zoho itself keeps saying the SPF record cannot be validated. Example of what i have: v=spf1 a mx include:spf.protection.outlook.com include:eu-sender.zohoinvoice.com include:zoho.eu -all Any ideas what could be the problem here?
Automatic tax rate for each line
Helo, i bought today 30 days professional Zoho Invoices subscription to migrate our invoicing system but i discovered something incredible. If i make invoice with 15 products lines for example i must for every line choose the tax rate. We are selling only 20% TVA products, it's crazy do say to my collaborators "listen everybody, from today you must make hundreds clicks to check the tva rate for all product. If you forget some, you must make a Credit note and recreate a new invoice to correct this
Custom Function Help
Hello, We are currently selling apartments in a project called "Cartagena Laguna Club". We use Zoho CRM for contacts management. When a contact wants to buy an apartment, we move the contact to lead, then integrate with invoice so we can build a payment plan and keep track in the future for the payments. I'm in charge of managing Zoho Invoice. When I integrate the lead info, there is some information that we are missing that I manually enter, one of those fields is the "Apartment" the lead wants
Dwolla - Payment Gateway
I just came across Dwolla.com the other day and signed up for their services. They have a really cheap way to handle transactions, and I think it would be most effective when utilizing payment gateways through Zoho Invoice. Just throwing it out there. Anyone else see some success with Dwolla?
Send Snail Mail Invoices Automatically
Zoho Invoice supports sending of Snail Mail invoices, but it's a manual process. We need an option to auto-send Snail Mail invoices for Recurring Invoice profiles. One of the reasons we switched to Zoho was because of the Snail Mail invoice option. Most cloud invoicing solutions don't offer it. We were surprised to discover later that it's a manual process. We still have plenty of customers that insist on receiving a printed invoice (whether we like it or not), so this is a critical need for us.
What's New this March 2020 in Zoho Invoice?
Hello, everyone! We are back with the latest updates from Zoho Invoice! Read on to know what's new this March. Attach files using the Attachment custom field Custom fields are helpful when you want to add additional information to your transactions. You can now create a custom field with the Attachment data type to attach files, such as PDFs and JPGs, to transactions. This can be particularly useful when you want documents like warranty details or terms & conditions to be mandatory for sending invoices
Stripe Terminal with Invoice/books
Is there a way to integrate Invoice/books with a device such as the stripe terminal if you are already using their payment processing? Looking to setup a retail shop with a way to take cards on the spot.
Terms & Conditions
Hello, How can I add the terms & conditions in the template of the estimates to be sure they are linked to the document ? To be clear : I do not want to use the small field that is existing in zoho... I need to include a pdf of 4 pages. Thank you for your help
What happens to associated expenses when I void an invoice?
Hello, I regularly use expenses or logged hours to generate invoices. A customer has asked me to void an invoice and submit a revised version. If I void an invoice, do the associated expenses go back to the "not billed" state, or do I need to re-enter them? If it does not return those expenses to "not billed", is there any other way to do that? Willam Tracy
Email reminders based on balance due
Is there a way to send email reminders for past due invoices only if they have a balance due greater than a specified amount? For instance I don't want to send reminders to people who have $0.05 owing, but I would for people who owe greater than $50.00. Thanks
What's New this February 2020 in Zoho Invoice?
Hello, everyone! We are here to inform you about the first set of updates to Zoho Invoice this year. Check out what our team has put forth for the month of February. Create related lists to fetch data At times, you might want to access data from other Zoho Invoice modules or other third-party services. You can now retrieve this data by creating a related list, where a deluge script will fetch the required data. The respective module's details page will then display this data. To create a related
ACH payment / echecks fees
How much are the fees for processing ACH payments or echecks? I've seen at the Help docs from Zoho (https://www.zoho.com/invoice/help/integrations/online-payments.html#achpayments) that the fees for ACH payments from Authorize or Forte are like about 2.9% +30 cents but that is the same as credit card processing fees so it shouldn't be right... Does anybody know how much are the real fees for ACH payments or echecks? Thank you
ACH Payments
I just saw that Zoho invoice just rolled out support for ACH payments. How do I get this setup? What payment gateway do I use? Thanks in advance.
Poor pdf print quality
Hi there, I created a custom invoice template and the pdf quality of text and design were poor. I analyzed pdf metadata and found that custom pdf producer was zoho 1.0.0, while premade templates were produced by iText 2.0.6 (by lowagie.com). Even if I created a new custom template, without modifying it I got a poor print quality from pdf. How can i do to solve this problem?
How to add title line
I would like to add empty or partially empty line into my zoho invoice. How I can do that (via web or via API) ? Ex: Category 1 [nothing more] Product A Description A Quantity A Price A Total A Because, for long invoices, it's not really readable...
Item Categorisations
Can you please please add the following functionality.. (unless i've missed a huge section somewhere!?) Item Categorisations There is the ability to add items which is very useful however you cannot group them and therefore for reporting purposes they are fairly useless unless you code everything up which is fair from the best option. It doesn't matter what sort of business you are, this would be hugely helpful for everyone.. please see examples below Examples: <Category> <Item> <Description> If
Convert Invoice Template to Estimate Template
How can I use a Template I've created for "Invoice" in the "Estimates" area? Thank you.
API error : "error": "invalid_client"
Hello I am trying to get an acces_token folowing this documentation : https://www.zoho.com/invoice/api/v3/#oauth And I always receive an error : "error": "invalid_client" How can I solve it ? Thank you.
What's New this November 2019 in Zoho Invoice?
Hello, everyone! This past month, we have updated Zoho Invoice to provide you an easier invoicing experience. Here's a glimpse into how you can make use of them: Check the usage of custom fields Custom fields help you to store additional data for your modules in Zoho Invoice. But, there's a limit to the number of custom fields that you can create for a module. We have introduced the Custom Fields Usage feature so that you can keep a check on the number of custom fields created in your organization.
Zoho Invoice's 2019 in a Nutshell
Hello, everyone! December has often been a time to pause and reflect on the accomplishments of the year. Here at Zoho Invoice, it's no different. The past 12 months have kept us busy rolling out countless features and enhancements to provide you the best invoicing experience. Now, it's time take to a step back and rewind through the major updates we've made to Zoho Invoice in 2019. We know that's a pretty long list, but that's not even all of it! There were countless other updates, which you can
How to enter one or more discounts when I receive a payment?
Really the problema is more complex.. In Argentina when our customers pay for something normally they must "retain" some of our money as a TAX paid in advanced. When the year ends, we discount all this money from tne yearly TAX. How can I put this discounted value in the receipt to balance our Bank with our TAXES and consider also this money in advanced as the correspondig TAX in the reports? Thanks in advanced.
Automatic tax rate for each product line
Helo, i bought today 30 days professional Zoho Invoices subscription to migrate our invoicing system but i discovered something incredible. If i make invoice with 15 products lines for example i must for every line choose the tax rate. We are selling only 20% TVA products, it's crazy do say to my collaborators "listen everybody, from today you must make hundreds clicks to check the tva rate for all product. If you forget some, you must make a Credit note and recreate a new invoice to correct this
Attaching a file to an Invoice via the API using C#
Hi, I'm currently writing some code for a site that needs to integrate with Zoho. I've managed to write code that calls the API for creating an invoice, getting lists of products, customers etc and they all work fine. I'm now writing a function to attach a file to an existing invoice and have found the following method: Add attachment to an invoice Constructing the url is no problem and I have a byte[] with the contents of the file and I should be able to stream that into the request body (I'm using
Bill print formats
Does it support thermal printer, as I cannot see any format that can be printed on thermal printer Sheet and pdf are there and both are A4 size
Late Fee / Custom Function / Automated WorkFlow
Base on some forum postings i have found, i went ahead and create a Flat Rate Late fee, which will then be run weekly with the Automated Work flow. Please find my script i'm using: ========================================================= //create a variable to get invoice total and add a $5 LateFee latefee = 5; orgID = organization.get("organization_id").toString(); invoiceID = invoice.get("invoice_id").toLong(); //display the value stored in the latefee variable info latefee; //add late fee and
Add option to display project name in invoice header
Currently, when creating an invoice, you can choose to display the project name in the item name. This creates unnecessary repetition. Please add an option, either in the "project invoice information" or, more likely, in the template setup, to display the project name in the invoice header (i.e., the section that contains customer name, invoice number, etc.) Also, the requirement to show in item name at least one of the following: Project name, task name, staff name should be removed. In other words,
how to display Non-billable tasks on invoice
Hi, Just wondering if I can display non-billable log entries on the invoice? I have billable and non-billable time that I want the customer to see. Thank you Regan
Payoneer payment process into Zoho Invoice
Hello Zoho guys, I was wondering if you have in mind to integrate the payoneer company in your system, many users for small economy countries don't find a solution on the payment solution you are linked to. Payoneer has solved my need pretty well, I'm from Nicaragua and I believe that the integration of this will make Zoho invoice stronger. do you have plan to introduce it to your system?
How to add DATE to the Items Field (labels)
Hi there. I consult and send out invoices every month. I work random days on accounts and want to be able to add an ITEM line that has a DATE field so that the customer can see when i did the work. S
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