Make time adjustments on invoices
Hi, When billing based on timesheets, when I generate the invoice I cannot change the number of hours billed to client. I would like to be able to do so without having to delete the line and add a new one, because I want ot use Zoho report and want to have a report on number of hours billed by employee. Any suggestion?
Feature Flashback of 2017
2017 has been a feature-rich year with a lot of enhancements and updates. As the year ends, let us look back at some of the major features that we introduced this year. Templates We have enhanced the template section with the following updates. Exciting new templates Four new templates have been added (Spreadsheet, Spreadsheet Plus, Retail and India GST) to our existing collection, giving you more options to choose from. Custom-made item table You can adjust the width of the item columns
Timesheet, budget, estimate and invoice
Selected clients receive a not-to-exceed budget for each project. First, a timesheet project is set up for each client project. Then, within the timesheet project setup I add the budget in the budget field. Finally, I prepare an estimate from within the timesheet project, but I can't figure out how to make the budget the not-to-exceed amount in the estimate. Is this possible? Finally, will/can Zoho invoice notify me when timesheet project time exceeds the estimated budget? [so I can send a change
GoCardless
Hello I have a client registered in Zoho Invoice and in GoCardless. The email address is the same in Zoho and GoCardless. I clicked on "synchronize now" in the GoCardless integration settings in Zoho Invoice. The order has been recovered and is visible in the client account on Zoho Invoice. In the customer's account on Zoho Invoice, I checked the box "Authorize this customer to pay by direct debit". A levy was created on 27/12/17 in GoCardless. The sample was submitted by GoCardless on 28/12/17 The
Printing multiple statements
We currently have to select individually 25 statements at a time to print our monthly 150 or so statements. This is a real pain. Is there a way to print all those statements at once? (Or is that feature coming?)
Tax Invoice
I Dont want Tax invoice in template just i want simple invoice
Other Accounting?
So Zoho is fine for invoicing, but what about other accounting stuff? I saw someone else wanting to export into QuickBooks but that wasn't an option... Is there some other app (free hopefully!) that I can export to? Or is there something I should just switch to entirely?
Zoho_Invoice
Hello, Could you please tell me how can I create a retainer invoice from 1 selected article when my invoice includes several articles (I would like to exclude of payment other articles from the same invoice) ? For example : I create an invoice that contains 7 articles. For the first moment, I would like my client to pay me only 50% from the 1st article. Is it possible to send a retainer invoice that concerns only 1 article ? Thank you very much in advance, Kind regards
Invoice Creation using API
Hi , Iam getting error like this : string(50) "{"code":1002,"message":"Estimate does not exist."}" while creating invoice through API. How to solve this. Thanks in advance.
How to modify or delete custom fields?
Hi, I created a few custom fields for Items in Zoho Sales and would need to update/modify some of them, and to delete others. However, when i try to delete or to modify settings (such as "Display when creating transactions" from Yes to No), I have the notification that "since the custom field has been used in some transactions, it cannot be deleted" (although for some fields i just try to modify settings of the custom field, not to delete it)... What to do in that situation? Thanks in advance
Invoice Notes
Even when I go to, "Setting" > "Preferences" > "Invoice" > and I change the, "Notes" section, the invoices default to: "Please remit payment to:" [My Organization] [My Organization Address] How do you change this?
HOW TO ADD TAXES FOR VARIOUS PRODUCTS?
HOW TO ADD TAXES FOR VARIOUS PRODUCTS?
Stock
I am new and learning this software before making any payment How to add stocks I am using zoho invoice But not able to see where to add stock.
slowness in zoho invoice
zoho invoice's been going very slow lately. opening an invoice sometimes takes minutes, or I have to leave the account and re-enter. The connection is fiber optic and goes very fast
How to disable Invoice prefix!
Hello, I just want to use the number without prefix, I leave it blank but it doesn't change, still appear INV- Please, help.
Base price column without tax
Hi! I try modify the default invoice template for our business laws. I need in the Item table section the new column with base price (net) without taxes. And need the SUM() of this values in the Total section. How can i do this? Thanks Balogatt
IP has been blocked as you have exceeded the maximum number of requests per minute
Hi, when using zoho invoice API I get erro message "For security reasons your IP has been blocked as you have exceeded the maximum number of requests per minute that can originate from one IP address." How long the IP Address will be blocked? And where can I see my current amount of API calls for zoho invoice.
Copy Estimate Number over to Invoice?
Is it possible to have the Estimate Number auto-copied or placed into the invoice when I use the Convert to Invoice option for that Estimate? Thanks for your help. Jim
Zoho Invoice bug when Voiding an invoice
Hi I found a bug. When you void an invoice it marks any time on it as unbilled but it doesn't make any expenses that are on it as unbilled. So you either have to delete the invoice entirely or recreate the expenses Ian
zoho invoice or books
I am planning to build an e-commerce website based on magento. I am planning to use Magento Zoho crm Synchronization i am currently using zoho books for my other company and I am satisfied with it. My question is, which one, zoho invoice or zoho books should I choose for the purpose of my e-commerce website? thanks
Expenses and Projects on same Invoice?
Is is possible to create an Invoice that has both the expenses as well as the project done for a customer?
Invoice using custom data
For our customers we have to create invoices with different prices for almost every single customer. There is a way to add add to customer profile his pricing and us that to create the invoice. Also considering we invoice every trimester there is a way to generate the invoices for all customers based on the previous rule.
Tax Change
Hi, Starting from next month, tax rate is going up in New Zealand form 12.5% to 15%. Do I just change the current tax rate to 15% or just create a new one and use from next one. But leave existing one so all the invoices created with 12.5% rate are not changed ? cheers, k
Import Payments from csv file without Payment Number
Hi, I am trying to import my bank transactions directly from my bank to then match them to my invoices. However - My bank does not use payment numbers and invoice seems to need that field as it is mandatory. Is there a way to delete the field or make it not mandatory anymore? The rest of the fields seem to work just fine and I will have to match the bookings manually anyways because this is a real estate management business and the renters only give their name and address, not an invoice number.
Need assistance
We are a company who making online business. We have urgently need sending invoice to the customers individually through mail. We need the requirements following by 1. Bulk invoice ( Own / Selectable template) sending to 1000+ customers daily through email automatically when upload excel file. 2. Looking customer support for our customers (Like zendesk) 3. And E-Mail marketing. We need to know what is the procedure and further details.
A few questions
So we use zoho crm but always found the invoicing within it a bit lacking. We really wanted repeat invoice and the ability to take payments via email invoice. So Zoho invoice fits the bill. 1. is it possible to have price books in zoho invoice for different customers. 2. please could the syncing between the two products be more frequent, i know there is manual but really sometimes the office girls pull their hair out. 3. Why can we not have accounts as well as contacts. As a company we work for
Add Authorize dot Net as a payment gateway
Please add Authorize dot Net as a payment gateway. This is a really easy gateway to interface with, and I'm sure others will agree they are one of the largest out there. Thanks!
Client's biz name changed: Should I update or create new contact info?
I have a client that had to dissolve their first business and reform it under a new name mid-year, but they are still doing the same work (publishing the same magazine). Should I deactivate the original contact info and create a new contact for the new company name, or should I simply update the existing contact? I ask for 2 reasons: 1) Tax reporting: If I will need 2 separate 1099s from this person (for the two separate companies) then maybe it would be best to have two separate contacts so that
How to modify or delete custom fields?
Hi, I created a few custom fields for Items in Zoho Sales and would need to update/modify some of them, and to delete others. However, when i try to delete or to modify settings (such as "Display when creating transactions" from Yes to No), I have the notification that "since the custom field has been used in some transactions, it cannot be deleted" (although for some fields i just try to modify settings of the custom field, not to delete it)... What to do in that situation? Thanks in advance
Versioning of Quotes and Invoices
Would be nice if Zoho Invoice would offer the feature of saving all versions of a quote or invoice during the process - so if quotes or invoices get changed over time - a version of the old ones exist and can be reviewed and reactivated if necessary ... ;)
impossible to generate pdf
Hello, I created an invoice. When I want to export the PDF of the invoice I have an error message: "I can not generate the PDF because the file is empty". I do not understand where the error comes from, can you look at my account (Invoice 1057)? cordially
Creating invoice that matches billable time
I'm hoping someone could help me figure this out. Consider the following example: Set rounding preferences to no rounding. Create a project with a rate of $100/hour. Log time for a task that was 30 minutes. The dashboard accurately shows 30 minutes of billable time. However, when attempting to create an invoice, a quantity of 1 with the hourly rate forces a total of $100 instead of $50. While I understand I could manually modify this, shouldn't the application correctly calculate the total based
Grand Total not showing on the estimate
Hello, when I am editing the customer's ESTIMATE the total is shown on the bottom of it - but when I send/or preview the estimate then the Total is not there. See picture for the "total" option I am referring to. Thanks in advance for your help.
Zoho Invoice
Hi, Invoice is running really slowly on all platforms today, are there any solutions ?
Automated Commitment amount
Hi Is there a way that I can include a commitment amount on recurring invoices that gets updated automatically when an invoice in generated. eg. Commitment amount for a product priced at $1000 is billed for on a recurring invoice over 10 months. Each month the commitment amount decreases by $100 until the end of the recurring invoice.
Support for MBOX
Will this be a supported import file-type in the future? Best regards, -dave
Custom Invoice Template
I am looking for someone to create a custom template for me? Anyone that can help?
How do I create a negative or credit memo invoice?
I need to cancel an invoice and create a new one the same but negative. The system won't let me.
Zoho invoice log timer broken, records wrong time!
I have complained to the support but only got wishy washy answers. I read here: https://help.zoho.com/portal/en/community/topic/round-time-to-nearest-15-minutes-half-hour-or-hour This round up feature is nice! Great! But it does _not_ solve the underlying issue. The issue with the zoho timer is that _each time_ I press STOP on the log timer my time _GETS STRICTLY ROUNDED DOWN_. I press stop in average 10 times a day. Rounding down all seconds to 0. Yes. I press 10 times a day stop at the say :59
No reminders after 150 days
I like the auto-reminder function for Invoices. It's a good way to get paid! However, I find that it is not possible to set a reminder longer than 150 days after the invoice due date. Now usually I'm paid well before 150 days, but occasionally a customer needs reminding after this point and I would like to be able to continue to send automatic reminders. Is there any particular reason for this 150-day limit? I hope that you will consider to increase it. Thanks! Mark
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