How to replace the default text for the generated link from PayPalLink?
We're using the %PayPalLink% placeholder in our emails to generate the payment link, but the payment processor we are using is strip, not paypal. unfortunately that placeholder hard-codes a reference to paypal in the link text. Is there a way to override this default (besides editing the link text in the individual email editor). unfortunately, we occasionally forget to update the text, and that can be confusing for the client.
Attach files by default
Hi Zoho, Is there a possibility to attach files by default? For example, when I send out an estimate, I would really like to send along my general terms and conditions. I can do that now by attaching the file manually, but it would be great if I could set Zoho up to do this for me. From a legal perspective it is important that my clients receive the terms before we start working for them. Hope to hear from you soon, Best regards, Menno
Workflow Automation - Custom Function - Warning message
I have a Custom Field set on Contacts called "Bad Debt?", with values being "Yes" or "No". So now I'm trying to figure out how to, using Automation and Custom Functions, create a warning message that would pop up when any of users start an Estimate for a particular client, and the client has "Yes" in "Bad Debt?". Obviously, being a rookie in programming custom functions, I am struggling to get data for Customers from Estimate function. Is what I'm trying to do even possible?
Error ZOHO Invoice
Hi everybody, i have this error while using the api to create an invoice. string '{"code":1002,"message":"Devis n’existe pas."}' (length=47) Here is my code: <?php
$invoice = array(
'customer_id' => '382119000000065031',
'contact_persons' => array("382119000000065031"),
'invoice_number' => 'TEST-00001',
'reference_number' => '123456',
'template_id' => '382119000000051135',
'date' => '2015-11-23',
'payment_terms' => 0,
'payment_terms_label' =>
[Webinar] - Introducing Warehouse Management in Zoho Inventory!
Hi Everyone, We've introduced Warehouse Management feature in Zoho Inventory. What is it all about it? Managing warehouse is a tedious and time-consuming task and we’ve made it extremely easy for you with Zoho Inventory. To help you understand it better, we'll be walking you through a demo on the Warehouse Management feature in Zoho Inventory on the 13th of October, 2016. Join us for the free webinar and learn how to: 1. Manage multiple warehouses. 2. Track inventory levels in each warehouse.
Export PDF with Hebrew charcters - ISSUE
Hello, I added Hebrew to an invoice in Zoho Invoices, all good in the web, but once I'm trying to export the invoice to PDF > my computer, I can't see Hebrew. *** I tried to change the fonts to DejaVu LGC or Noto Sans - but nothing. Do you have any solution?
Hebrew text in PDF
Hello, I have Hebrew text in my invoices, and looks good on the web version. Once I'm downloaded the file to my computer the Hebrew text is reversed. for example, The correct text: קבלה What I'm getting in PDF: הלבק For example in English: ABC In your system: CBA
Tax transfer reminder
I want Zoho to send me an email telling me how much tax money to put in to my business savings account from my last sale. Can I do this with automation?
Request several invoice details all at once
Is there a way to fetch several invoice details (with custom fields, etc) on a single request in the zoho invoice API?
Australian version?
Hi team, when I logged in just now it asked if I wanted to explore an Aussie version of the Invoice app. I clicked it and took a look but after logging in it doesn't mention it again. Do I need to shift to this version for localised benefits, if so how do I do this please? Thanks
Zoho Invoice + Paypal integration
If I integrate my Paypal account into Zoho Invoice, when someone pays for an item using Paypal and an Invoice is recorded in Zoho Invoice, does it also record that user who paid on Paypal as a Zoho Invoice Customer? I'm hoping the answer here is that it doesn't, so that my Customer database isn't flooded with one of customers.
Export Expense Receipts
I like the "Expense" feature and the ability to upload directly the "Receipt". I use it to take a photo of my restaurant bills or to upload the PDF of my train/flight tickets. But you can export the list of expenses but not the receipts and I need it for my accountant and for my clients (billable expenses) So I developped a little script in Ruby to check my account and download all the receipts in a directory tree by client / project Take a look, fork, improve ! https://github.com/jgrossiord/zoho-invoice-get-receipt
iOS app won't open again after leaving application
It seems that since the ios 10 update I'm only able to use the app once - if I press the home button or switch to another app, I just get the "out of focus" screen when I try to use the app again. I have to force close the zoho app and restart to be able to use it a second time. This gets very tedious and time consuming when I'm trying to use the calculator or verify totals from other sources to input into the app.
Citrus Integration
Citrus Integration Cannot see the feature Any particular reason What if we have signed up and need the same as alink in invoice - does that work how soon can this be done any customisation possibility Vivek
P.O. #
I use recurring invoices for my business. I use a "customized" invoice template. I have a box on the invoice that is sent out that says "P.O.#" (beside of Date, Terms, and Due Date). Where do I go in Zoho Invoice to fill in this field? Thanks!
Export overdue invoices by client
I am trying to export all of the overdue invoices for one of my clients. I have looked through all the reporting features and all other areas of Zoho Invoice and cannot find a way to do this. I would like to export a summary of all outstanding, unpaid invoices, their amounts, their due dates, how many days past due, etc, just for this one selected client.
Zoho Invoice: iOS App - Payment Terms selection issue
While using the iPhone app to generate invoices I'm unable to select the desired payment terms (eg. NET 30) from the settings prompt. Invoice will always default to "due on date specified". Various terms options can be created and will appear in settings menu, but I can not actually select it. I'm only experiencing this with the app version, desktop is ok. Any resolution to this or just a bug that needs fixing? Thanks in advance!
iOS app update v4.0 issues
After updating to v4.0 there are a couple of issues that are mostly just annoying and one that breaks the app completely. Project list sorting does not stick. If I set project list to sort from the Project screen then go into add a new time entry the projects are not sorted when I go back to Projects screen. Also if I close app completely it loses the sorting preference. Related to the above, when I Tap to Select project in Add Time Entry screen, the project list is neither sorted, filtered nor shows
Payment not processed
I thought I'd give Zoho Invoice a try. I only setup one customer to gauge their experience. Problems. When they try to make their payment, it says "cannot process". On my side, I get no notification other than "unable to process". I am using PayPal Pro. It must be setup correctly, as I do not see any error notifications. My client is baffled and can't provide enough info for me to solve the problem, and I don't have ANY information on my side to solve the problem. Any suggestions or ideas?
Maintenance Data Center
Hi Your planned data center maintenance was to be concluded September 10. As per your announcement. Why are we still getting the announcement bar whenever we open the (invoice) app? Thanks Albert
Invoice API customer fields
Hi, Is there a way to get custom fields using the Invoice API? Thank you in advance
How to get a webhook from Stripe after user had paid his invoice ?
Hi, I juste need to notified my backoffice after user had paid invoice with Stripe. Idea ? Regards
Bug in invoice on mobile, field discount disapear
Hi, Look at the picture, the discount field (Remise(10%) in french) not appear in invoice on mobile phone Have you plan to fixe this bug Regards
Billing clients a percentage of full invoice amount
I bill clients in 3 parts. Is it possible to set up an invoice which could show the full invoice amount, any part payments, and balance due as percentage of Full invoice amount. For instance, total is R100, part payment R50, balance due R20 as 20% of full invoice amount (not R50).
Estimate / Invoice for Equipment Rental
Hello, I usually have to rent out some equipment to customers. I don't see any option where Equipment rental can be charged based of number of days. Eg. ABC equipment per day rental Rs. 500 no. of day -2 total per day Rs. 1000 Something like this. I am sorry if its there and I am not able to explore the option. Need help. For equipment selling part its working great so far. Regards, S.Singh
Set Advenced Payment Amount
Hi, When I create invoice (with API) I use allow_partial_payments field to tell the user can paie a part of invoice But I would like to set the amount to partial paiment and not give the choice to user Look the picture, user have to set the amount Have you plan to give us control of choosing this amount ? Regards
Customizing Zoho Invoices
Is there a way to customize invoices to include additional fields to track sales related information? I would like to include a field to track the salesperson for each invoice. Also to be able to create a sales report by salesperson. This would be invaluable to be able to export the report to Zoho Sheet to calculate commissions, etc. Is this currently doable in Zoho Invoice? Earl Rudolfo Zoho Small Business Advisor http://smallbusiness.wiki.zoho.com/HomePage.html
Billing, invoicing and rebates
I have an agent who is selling my services (computer repair) to consumers. When the repair is finished, I want to create a bill for the end user who will pay the agent the amount specified. The agent will then pay me the amount on the bill minus a fixed percentage commission or perhaps the full amount and then receive a rebate later. Does Zoho support such a process? I don't need to track whether the end-customer pays the bill but rather whether my agent has paid me.
PDF Printing For Thai Font
Hi, I would ask about PDF. file: After make an new estimate/invoice I press the print or export, the Thai font always error but English not. How can I fix it, I use for Thai customer and must use Thai font. thanks.
how to change name when issuing invoices.
I inherited a generic email account from a previous employee. Now whenever issuing invoices it sends from this - message-service@sender.zohoinvoice.com - and in the old employee name. Is there anyway I can change this, as the previous employee does not know how? The name on zoho email is perfectly fine.
WePay Dont use it or you'll be sorry!
The old saying still holds true "If its too good to be true it probably is". I would like to warn everybody about using WePay as a payment gateway. There business practices are almost criminal. Read any of the reviews! They had to change there percentage rate to 1.9%+30 from the standard rate because NOBODY wants their payment a week and a half after the customer has paid it, Thats right EVERY payment goes through a rigorous 2-3 days of processing, Then it has 2 days of sending your payment but
How to get auto notificcation to email (for instance), when there is a new customer entered into zoho invoice
Hi, How to get auto notification to email (for instance), when there is a new customer entered into zoho invoice? Is there a way to do so, and maybe programmatically ? Simon.
VAT
How can I activate the vat on my invoices please
Timesheet - Period of time not visible (Online /Display + Report /Invoice)
Hello everyone, How to display the time periods entered in the timesheet ? (No need to edit each entry of the sheet to control). Even with an export to PDF, fields do not appear ! (Hourly ranges must be visible for my clients - Eg. As for night hours). Is it not possible to view this information online ? (display main page Timesheet) and also the notes for a quick check of the data entered. (Without having to go with the cursor over it). Apart from the many topics on the "notes", I am surprised that
Invoice Template
Hi Is it possible to display the VAT base on inovice. For example if I have following situtation: Product name Qty Price Tax Value Product 1 10 100 25% 1,000.00 Product 2 100 1 10% 100.00 Total: 1.000,00 VAT 10%
report on smartphone
hello how to access to invoices report / employee on smartphone apps report is available on the computer but not on iPhone Could you help Thanks manu
Both inclusive and exclusive taxes
Hi! Is there a way to have both inclusive and exclusive taxes? For example, lets say I have an item with sales price 1000 and I want to have Tax1 [20%] inclusive to that price, but also a Tax2 [24%] added to that price (total 1240). Is that possible? Thank you
Payment Gateways choices
Hi, I am looking for clarification on the available payment gateways for Zoho Invoice. There used to be more than I see under the setup. So I am wondering: Can you integrate Google Wallet? Are there plans for Apple Pay integration? Are the plans for Dwolla integration? If none of the above, is there a custom option and a tutorial where we can set up these or other gateways? Thanks, Helen
Card swipes and z invoice (POS)
We use zoho invoice for online billing, works great. We have a small showroom with a PC so we can peruse our catalog with customers and print orders. We need that big screen for viewing the catalog. Just had the second Android phone and swiper (square) stolen. I want to swipe cards from the PC and get the payment info direct into Z invoice. Square only does Android. What will work on the PC and integrate with Z invoice? Greg Aanes 2109 Queen Street Bellingha WA USA
Payment Terms Option
Hi, I would like to ask about payment terms option for estimate. When we create the estimate, there are only 3 option of payment term for me to choose. But, in the contact details, there are more option stated. Net 60 was selected in the contact page but during the estimate creation, there are no option for net 60. So, how to add new payment term (net 60) in the estimate form. Kindly, please assist. Thank you.
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