Get invoice using access token
How to use access token instead of authtoken. https://www.zoho.com/invoice/api/v3/#Invoices_List_invoices In this documentation authtoken is used for getting invoice list,Can i use access token instead ?
Forte Canada - Zoho Invoice
Hello! I was hoping to get an answer if we can do the following. We currently have a merchant account with Forte and are looking at Zoho. - Add a customer's credit card or ACH details to their profile - With this saved information on file, process payments against due invoices as needed. ALSO - Add a customer's credit card or ACH details to their profile - With this saved information on file, automatically process payments against reoccurring invoices This would need to be in Canadian funds (Forte
Users who bill at multiple rates per customer or project
In my company, I hold many positions that are billable. We also work with some clients on a retainer, at a discounted hourly rate. For one customer, I might provide software training at one rate, account audits at another rate, and network maintenance at yet another. Is there a way to adjust the billing rate or add billing roles within Timesheet?
How to view contacts combined activity log?
I have an account with hundreds of contacts, I need to view his log of activities with ALL his contacts (comments on calls to contacts, estimates, invoices updates etc) - all ordered by the time of their execution - how can I get this data directly from ZOHO Invoice? This is really critical for me being able to manage my sales organization activities around the world. Note that all the relevant data is already being logged - all you need to do is simply to locate all the data between a specific time
Create invoice from Form
I'm looking for a way to create an invoice based off a form. We typically have people register for events and request an invoice. I'd love for the registration form to automatically create an invoice if they don't pay with a credit card during registration. I have looked into Zapier integration, but the API requires you to set a fixed customer in the integration. Not so useful! Anybody have a way a form filler can select from a list of customers and pass that into the invoice? I don't really care
reset my account data
hi all I' trying to reset the system
Using multiple filters when getting contacts from /contacts API
HI there, I'm working with the invoice contacts API and got it working with "company_name" or "company_name_contains" fields. Now I'd like to apply an additional field which is "filter_by" where I'd pass "Status.Active" as value. Unfortunately when I apply "company_name" AND "filter_by" in the same request I get ALL the contacts from my organization and not only the active once matching the value I set in company_name. Is that expected and filters must be used one at a time? Or should I create my
What's New this April 2018 in Zoho Invoice?
Hello Everyone, We're delighted to let you know that Zoho Invoice is celebrating its 10th successful year! We started this journey in 2008, and we've come a long way! Read our story here. Well, we've released a bunch of new features this March too! Read on to know more about the updates! Run Effective Marketing Campaigns A new product in the making? How about email teasers to pique their curiosity? Create a quick email campaign in Zoho Campaigns with the contact details of your customers and vendors in
You have exceeded the maximum allowed attachment size of 25 MB.
Hello Support Team As per the subject i am trying to attach only 15MB of file but it blocking to send with the captioned error email account is : rp.mahato@sabco.com.np Please try to solve it ASAP. Thanks and looking forward to hearing back from you promptly. RP MAHATO
Xero Integration
Please note CloudPerfect have produced a Zoho Invoice / Xero integration tool that syncs your contacts and invoices from Zoho Invoice into Xero. We also sync back the invoice status back to Zoho Invoice so that you can easily see which invoices are paid / unpaid as invoices are reconciled in Xero. If you would like to see a demo of how this integration works then please don't hesitate to contact me on the email address below. Ed Wray Zoho Partner CloudPerfect ed@cloudperfect.net
Cannot save default actions in Invoice dialog
I want to use the same information for every invoice for every project when creating an invoice in the "Project Invoice information" dialog but it will not keep the same values each time. Specifically I want to set the "How to sort data on invoice" field to "Group By Tasks and Users", the "Show in item name" field to "Project Name" and the "Show in Item Description" field I want to use "Task Name" "Task Description" values. It should retain those values until I change them and not make me select
When cloning project in iOS app the new project is created with a blank name.
open existing project, clone it, type in name, click Save and you are taken to the new project page displaying the new name but when you click Done it takes you back to the page for the project that you cloned. click the back icon to the main Projects page and shows the new project at the top of the list with a blank name. This has been going on for several weeks if not months. It happens 4 out of 5 times when performing this process.
Zoho integrating with Ogone/iDeal payment
Dear all, I was wondering why Zoho doesn't hav a payment integration with iDeal for the Dutch/European market. In Holland almost no customers use Paypal or Google Checkout. Please check iDeal info: http://www.ideal.nl/?s=idealupdate&lang=eng-GB And Ogone: http://www.ogone.nl/en/Default.aspx As for my Zoho Invoice we actually need this integration to fully enjoy the benefits. Does anyone know what is the status of iDeal integration? Best regards, Carlos
Zoho Invoice app crashing on opening on OSX
Hello, we are currently evaluating Zoho Invoice as an option for our back end time tracking. We are all Apple based. I have tried to install it on four different macbooks, on two of them everything is perfect, but on the other two, the app is crashing during opening. I have re-install it several times, but it does not make a difference. How can we solve this? Thanks, Kamen
On-line gateway partial payments
Hi - where do I find the following option when creating an invoice? Is there setting I need to activate? From the user guide: Make sure "Allow customer to make partial payments for this invoice" option is selected for that particular invoice on the invoice creation page. Only then it’s possible to receive partial payments for that invoice via online."
Started Getting "Sent Using Zoho Invoice" from Last 2 Days
I am paid subscriber and Started Getting "Sent Using Zoho Invoice" from Last 2 Days. Please fix it.
"Attention" field not showing on Invoices
I have several customers that require me to put specific names in the "Attention" field on their invoices. I am putting this information in the Contacts\Edit\Address\Attention field (see attachment top). This field shows up on the "Overview" tab (see attachment middle). However, this does not show up on the invoice (see attachment bottom). Please help!
Attachment to the email template not getting sent when multiple invoices are sent
I have an attachment in invoice notification email template (please see the screenshot). It is a newsletter that I'd like to send to all customers with invoices. But when I select multiple invoices and click email icon button to send them it sends emails without that newsletter attachment. But if I select only one invoice and click the email button it sends the attachment. Is this a bug? Thanks and regards Kush
Duplicate an estimate
Hi Is it possible to duplicate an estimate within the Zoho Invoice system? I have a client who asked for one estimate to be broken down into 6 separate estimates - it would be much easier to duplicate the complete estimate and delete the items I don't need from each. If not, is this something that could be added? Thanks in advance.
Zoho Invoice app
Hi, I want to export invoices but with app, with Zoho Invoice app with Ipad Thanks
change date format within zoho invoice 2.0
Does anyone know if it's possible to change the date format display on pages for inputting data from the US format (MM-DD-YY) to the UK format (DD-MM-YY). Note, the date format option on the Organisation Profile ONLY affects MAIN display screens, NOT data input screens. As an aside, it should be possible to use UK spellings rather than US spellings - organisation vs organization. Perhaps there should be a 'locale' setting, which would provide global options like default currency, dictionary, date
What's New this March 2018 in Zoho Invoice?
Hello Everyone, March is here, and we are back with a bunch of new features that we've rolled out this spring. Read on to know more about the updates! Secure Data Export Last month, Zoho Invoice had introduced Export Templates and this month we have enabled the option to export data in XLSX format for smarter and secure data export. Enter a password to protect your file and click Export to export your data securely. Updates on Stripe Integration Zoho Invoice is integrated with Stripe to make online
Payment Terms - 20 days from EOM
Hi - it is common to have payment terms 20 days from end of month or 10 days from end of month. I am not sure on how to configure this, Can you help
API OAuth connection
I have a trial account for the invoice app and i try to connect my service with OAuth. I follow steps described in the api documentation but in step 3, i have a {"error": "invalid_client"} as response... Is it limited by the trial version ? or it's me and i miss something obvious ?
HELP - Can no log into Zoho invoice (USA feature) from Spain.
How do i log into Zoho.com from Spain? I have tried a dozen ways. It keeps taking me to the .EU or SPanish sites... I had to turn my phone on to get the validation code and then the site is still .EU not .COM and the .EU site will not show me Zoho Invoice... I can not get to the .COM site from Europe.... NEED HELP FAST... this is ridiculous...
Timesheet via API
Hi, Is it possible to manage and log timesheets via the zoho invoice API? I can't find any documentation about it. Robby
Tracking Payments by Customer / Estimate
Is there a way to track the payments by customer / estimate? And can I add this information on an invoice as previous payments to be deducted from the invoice amount due?
Awaiting Moderation?
My posts are stuck on awaiting moderation. What is wrong?
Help on creating Invoices
Our current invoicing is as follows: - Architectural fees for a project are a pre-agreed fixed amount - the contract amount. Our contracts are the result of an offer (estimate) sent and agreed by the customer - The project is broken in 12-15 work stages each of which bears a % of the contract amount e.g stage 1 - deposit 10% of contract amount, stage 2 - design 15% of contract amount etc - At the completion of each stage the client is billed with the corresponding stage amount, (based on the stage
Files saved on Zoho Invoice as XLSX (good) but when accessed/downloaded they are converted to .txt--HELP
Love Zoho Invoice. But here's a question: when I invoice clients monthly, I push an invoice with invoice detail from excel. The excel is saved to Zoho Invoice as an .xlsx file and it sends to the client correctly. The issue is that later, when I go to access to attachment easily, the attachment saved WITH the invoice has been converted to a .txt file. Is there a Zoho Invoice developer that can look into this and correct it? Otherwise I have to dig through emails to find the invoice and its attachment...and
How do I create subheading in an invoice
We are test running ZOHO products so that we can use it for our operations. But we need to know the possibility of of customizing the invoice template to have a semblance of our excel template. Attached is a sample of how our existing invoice looks like. The emphasis is on the sub-topics A, B and C and there may be more or less depending on the job. Let us know if this is achievable with your invoice template customization.
Editing the Invoice Template
How do I reduce space in the Item box to accomodate more items on the sheet using Invoice Template.. Or can I reduce space between the Item box and Footer ?
What's New this February 2018 in Zoho Invoice?
Hello Everyone! The new year is here and we have kickstarted this year with our all new features for Zoho Invoice. So read on to know what's new in Zoho Invoice this January! Transaction Approval Zoho Invoice now lets you verify and approve the transactions you or the users create. This feature lets your users to create and submit transactions to an approver. Once the approver validates them, the user will be able to send it to customers and record payments. So, you can now eliminate potential
Automated Reminders
Hi all, At the moment, our automated reminders are disabled. If we turn them on, do they apply only to the invoices we'll send after the activation or also to the invoiced currently past due? In other words: we have a couple of invoices past due, but we don't want those customers to receive automated reminders. But, at the same time, we want to send reminders automatically for all the invoices we'll send from now on. Furthermore, is the signature automatically added to reminders? I mean, the same
Zoho Invoice Packages
I'm thinking of using the zoho invoice app. On the pricing page where it says "number of customers you can invoice"... does that mean each month e.g. where it says '5' on the free package. Does that mean 5 customers a month?
Sorry this is attachment from last post
Sorry this is attachment from last post
How to include expenses on a labor based invoice
I am trying to bill a customer for both time and expenses on the same invoice. I have all my task based hours entered in for a project using the time tracking feature. I have also entered in several receipts(billable) in the expenses section. However I cannot figure out how to pull both the labor and the expense entries into the same invoice. Any help would be greatly appreciated.
Total Sales v Total Receipts
Hello! I have a questions about Zoho Invoice. On the ,y dshboard it shows a graph of yearly income. There are 3 numbers. 1 - Total Sales 2 - Total Receipts 3 - Total Expenses. My question is What is the difference between Sales and Reciepts? I would think they should be the same but maybe I made an error somewhere? MY numbers are as below and I do not know which is correct (I am thinking about my tax filing time in April, so I want to check it early) Total Sales ¥934,491 Total Receipts ¥930,891
Be careful when asking for help from Zoho
I have put off sharing this to give Zoho time to solve the problem. Before christmas my team reminded me that we struggled with the integration between crm and invoices as we use both accounts (sometimes) and contacts. We work b2b and b2c. We have discussed this on the forum and had been lead to believe that Zoho could 'sort it their end' so that we could invoice accounts or contacts. And so on the 19th of December i contact them via chat and we discussed the matter. Not a problem i was told. Well
Is this possible to import more than 400 rows in ZOHO invoice
I am using ZOHO invoices. I work in a platform which allows buyers and sellers to meet and do business. So the our customers are primarily the sellers. We use rows for individual orders. Its natural that one particular invoice might require more rows , if the seller had more than 400 orders. Hence i need to have the facility to use as many rows as possible
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