Is it possible to show the reduced price in the item line?
hey, we offer discount (%) to some of our services (programs) when customer buys them for a certain amount of people. We than give them 10-25% discount on the regular price. ZInvoice does not show the reduced price for what the customer saves in the item line. They would only see this if they just bought (qty) 1 in the Amount field. Is it possible that we could add the reduced price under the regular rate? Something like the normal rate dashed through and the new Rate underneath Example: Product
varias monedas
UNA MOMENTO DE HACER UNA COTIZACION O FACTURACION NO ME PERMITE FACTURAR O ELEGIR EL TIPO DE MONEDA. AL MOMENTO DE GUARDAR A CLIENTE ME SALE MONEDA BASE DOLAR PERO QUIERO EN SOLES Y NO ME PERMITE CAMBIAR DE MONEDA.
Formatting of Discount on Invoice
When I use the Discount feild on my invoices, the field label prints as follows: Discount(10.00%) This is not a major issue, but the formatting looks ugly without a space between Discount and the parenthesis. Can you please add a space there? Also, is it possible to show the discount without any decimal places (e.g., 10% instead of 10.00%)? Thanks, Donny
I Pay
Hi all. I was wondering if you could put an I Pay option on the online payments options.
Changing email for Super Admin on Free Account
I want to change the email for my Super Admin user in Zoho Invoice. I have the free account, so I only get one user, and it won't allow me to change my email. It seems like you need to switch the Super Admin to someone else and then change, which obviously can't happen with one user. Do I need to upgrade in order to change?
Invoice expense summary
Is there a way to include an expense subtotal for multiple expenses in an invoice?
Contract Management
I own an outdoor advertising business and have been using Zoho Invoice for about 6 months. I must say that I love the functionality, ease of use and benefits it gives me. One major option that I could use is a module to management contracts. Some things I would like to have are: keep up with start and end dates, remind me when a contract is about to expire, be able to attach my docs to it, be able to add notes for potential new clients, etc. Does Zoho offer anything like this now? Can I add a contract
Getting this Error while Creating Invoice "Invalid Element gst_treatment_code"
Hello Zoho, I am easily using Zoho Invoice without any errors till today. Today when I am creating any INVOICE getting this error - Invalid Element gst_treatment_code Getting this error when I use Save and Send function. I am NOT GST registered, so why I am getting this error. My portal name - serpwizard
How to disable Automatic Reminders during the week-ends ?
Hello, the automatic reminders are sent during the week ends. This disturbs a lot our clients. Is there a way to disable the automatic reminders during the week end ? thank you in advance
Exporting detailed
Dear support team, I would like to export an invoice that shows projects and expenses to get more detailed information regarding which tasks compare to which invoices. After adding several items, I managed to get a lot of detail from the invoice export, however I would like to be able to get the dates of the timesheets from where the invoice has been generated from. How can I achieve this? This would be the structure that I have in mind: Timesheet date/entry Invoice number Customer name Item name
Invoice detail lines not showing
Hi, Previously, all timesheet items have displayed on an invoice. The current invoice shows one total line. How do I get all the lines to display on the invoice?
Item search in Zoho invoice app
I have been using zoho invoice for almost 2 years, and the app works great. But recently when I try and do an estimate or invoice, every time I try to search for an item it doesn't show up. I have to type exactly what I am looking for in order for the item to show. say I am looking for an item (Sink: stainless steel 50/50) If under search I type 50/50, it doesn't show I have to type Sink: Stainless... for it to show up. Before the update I was able to find it just by typing 50/50 Is there
What's New this August 2019 in Zoho Invoice?
Hello everyone, A slew of new integrations and enhancements are what awaits you this month! Keep reading to know what we've added to Zoho Invoice in this past month. Enhancements to Zoho CRM integration The Zoho Invoice - Zoho CRM integration has been enhanced to bring more context to customers when syncing them with Zoho CRM. As part of this enhancement, we've made the below changes: To differentiate between B2B and B2C customers, we have now added a field Customer Type in the contact creation page,
Introductory text on estimates and bills
Hello dear Zoho users Is it possible to have an editable introductory text on estimates and bills at the beginning, without fiddling with the html of the document? I'd like to describe the details of my service before the listing of the sales items ... Best regards, Z.
Problems with Swedish characters when importing
Hi, first of I l really LOVE your product but I have one major problem right now: When I try to import contacts from Gmail I get ���. It all looks good in the pop-up, I see ÅÄÖ, but when I have imported the contact and look in the list I only see this question marks. Is this a know bug? I haven't seen any reports on it... I also have a request - it would be great if it was possible to sync contact date between Invoice and Gmail. I don't use Zoho CRM because it is to much for me so syncing back
Regarding debit note for late fee of due invoices.
Hi, We are using zoho invoice API to create automated invoices from our application for customer. previously we were collecting late fee with in invoice as adjustment and the template was fine. but now as business rule changes we need to raise a automated(through API) debit note to collect late fee each month for all due invoices and this should same as invoice except the following changes in template one we create and send to customers: header should be "Debit note" instead "Tax Invoice", invoice
How can I change the invoice as paid at App?
Hi there, My invoices are overdue because I have no idea how to mark them as paid. I found usage online, but I could not find how to change them as paid at application. Does anyone can help me with this? Thank you!
invalid valid passed for file name
I cannot attach pdf files. the names do not contain any strange characters and are named similar to other files that were updated succsffully one day ago. I tried to have a chat on line but she was useless and wasted my tim, I really need this addressed quickly so I can invoice my client
How good is Zoho Invoice with Zoho CRM?
I'm wondering how their Invoice module is and how well it integrates with their CRM. Is it flexible, easy to use? Is the time tracking feature worth being called so? What is your experience with Invoice? Thanks you!
Zoho Invoice add-on for Gmail
Hello everyone, You can now bring your Zoho Invoice organization within Gmail, with the all new Zoho Invoice add-on. You can increase your productivity by connecting Zoho Invoice with Gmail. Read on to know how this add-on can help you. Add senders as customers With the add-on, you can add customers to Zoho Invoice without leaving your inbox. Whenever you receive an email from a customer or a potential, you can add them as a customer or contact person to your Zoho Invoice organization. Click the
IRPF in Zoho Invoices?
In Spain, some times, in one invoice, you need to add two different taxes: one positive (IVA) and one negative (IRPF) Are you planning to add the possibility of adding two different taxes in the same invoice? Thanks!
Previous/Unpaid Balance on Invoice
Hello, How do I get my customer's unpaid outstanding balance to automatically show on their invoices? I'm assuming there's a %placeholder% to get this information to appear. I want it to show something like: %InvoiceTotal% (current invoice's total) %PreviousBalance% (customer's outstanding balance due from previous invoice(s) ) %TotalBalanceDue% (current invoice + unpaid previous invoices = TOTAL) Right now, I can only get their outstanding balance to show up if I manually add it into the invoice
Retrieving invoices via the API - error This user is not associated with any organization
Hi, I am trying to retrieve invoices for a particular company. If I use this request: GET https://invoice.zoho.com/api/v3/invoices HTTP/1.1 User-Agent: Fiddler Content-Type: multipart/form-data Host: invoice.zoho.com Content-Length: 0 Authorization: Zoho-oauthtoken 1000.8eb42651497dc8d0859bfad74af4753f.0a863a2dccddb0d7375df14fe4xxxxx X-com-zoho-invoice-organizationid: 3229705000005137583 I get this response: {"code":6041,"message":"This user is not associated with the CompanyID/CompanyName:3229705000005137583."}
Fix shipping charges fees (Custom Function?)
Hi. I plan to fix a standard price for shipping charges. Instead of manually typing it, I was hoping to use Work Flow and Custom Function to automate a fix amount for shipping charges. Anyone know how I can find the code for it?
How do i Add Taxes after the total?
is there a feature of custom field that allows me to calculate a VAT after the total has been added. I want to be able to calculate a final VAT on the total amount rather than to add it to each item. lilke this; Subtotal = $000 Tax 1 = $000 Total = $ 000 VAT = $000 Grand Total = $0000
Estimate Template designed
Hello Is it possible to create fully custom templates for quotes? When I go into "template" I find old templates that I had created entirely. When I want to edit I have the error: "Please specify the" taxItems "This tax has been added to your HTML tax. How to correct this error? Thank you
Mileage expense in mobile app
Is there an option I am overlooking in the mobile app that is similar to the online app for entering billable vehicle mileage?
What's New this June 2019 in Zoho Invoice?
Hello everyone, We're back with yet another set of updates and enhancements that makes your invoicing experience easier. Let's take a look at all the changes made to Zoho Invoice for the month of June. Get timesheet entries approved by manager We have Client Approvals for timesheet entries already, and now we've gone a step further and introduced approvals by project managers as well. Users can submit their logged time entries to their manager for approval. Once the manager approves it, the time
Custom Email text for scheduled sending of invoices
I can only edit email-text when directly sending the invoice. If I schedule the sending process, I don't get the message window.
How do I change my billing increments to 1/10th of an hour?
Currently my invoices bill in very small increments and I would rather bill in 1/4 hour increments or 1/10th hour increments. Thanks.
How to show contact name and telephone number ont the invoice
Can anybody show me how to do this?
Can't import items into Zoho Invoice
Hi, I just spend whole day trying to import items into Zoho invoice. I was successful before but for some reason the file I choose doesn't correspond to the actual file on my computer?? It's as if it remembered the last file but can't see the updated one. I have tried everything - the file is not too big. If I use the option to skip it skipps all files that are already in the app, but completely ignores items that are new as if they were not there. If I use override option it says illegal value specified
Employee (user) cost rate?
Is it possible to track user (employee) cost rate?
Department Setup?
Hi, Is it possible to set up company departments in Zoho Invoice? If so, is it possible to add users to specific departments? Is it possible to restrict users to their department dashboard, invoices, and timesheets? If it's not possible, what is the best way to set up Zoho Invoice for a company that has several departments and needs to have an admin with dashboard, invoices, timesheet access to all and department managers who only need access to their department?
Total value after deducting discount off the subtotal does not show on quote
Hi we need help in this issue, I copy and paste because in the other forum doesn´t show the answer. Although In tried all possibly suitable fields, the total value after deducting discount off of the subtotal of all product items does not show on quote. Example: Product1 price: 100 Product2 price: 200 Subtotal: 300 Discount: 10% Total after discount: 270 --> This value does not show! This is a critical issue for our company, please help.
How to create new Contact using Invoice API?
Give an Example... I'm also tried a methode that has been given from ZOHO invoice Guide... Its not Working munch Well..Please Guide me.. And Give an brief example for that Question.....
Retainer invoice query for newby
hi all, ‘I realise this must be a dumb question but I have searched and cannot work this out. I’d appreciate some one syllable instructions please. i am an artist and I do commission pet portraits. I require a 20% deposit up front prior to commencing the work and the balance on completion. So, do I create a retainer invoice for the total amount and send that with instructions for the 20% in the terms and conditions? Then apply that payment to the restrained invoice. Then send a final invoice? Or....
Invoice groups with sub-totals on a single invoice
Looking for ways to either group by item/service type or by customer on a single invoice with the group sub-totals. Is there functionality to do this? Anyone have an idea how if functionality doesn't exist? For Example; Customer wants to see service/product totals by location
How to prevent users from editing other invoices created by other users?
I couldn't find any option to allow a user to edit only his own invoice. As Zoho Invoice allows any user to edit any invoice whether it is created by him or someone else.
What's New this May 2019 in Zoho Invoice?
Hello everyone, Zoho Invoice is growing constantly as a product and we bring in updates every month to help you manage your business efficiently. Let's take a look at the new features and enhancements introduced in Zoho Invoice for the month of May. Send messages with the SMS add-on (Indian Edition) We have introduced the SMS add-on feature for our Indian customers. You can now send SMS messages to your customers regarding their payments (provided they have a valid mobile phone number). You can also configure
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