Controlling the size of the company logo on Invoices and Estimates
My logo is 2" wide, but prints 6". Within the template section, are there qualifiers inside the % that can be added that will control the printed size of the logo? See attached example.
Is Zoho Invoice reliable? Would you recommend this product?
Hi, I wanted to get the forums feedback on Zoho Invoice. I'm thinking about using it for my business, but I've had major ongoing issues with Zoho Mail for a couple of years now so I'm hesitant on using another Zoho product. Emails and getting paid are critical for businesses. For those that use this Zoho Invoice, is it reliable? Have you ever encountered any major issues—and lastly—would you recommend using this product? Any feedback would be appreciated.
ZOHO Invoice-Get last payment date using API.
As i am using ZOHO Invoice API.how do I get the last date of payment using anyway? can u help me.....
Invoice - importing expenses using .csv file
I am happy with your product so far except I am unable to successfully import expenses. First I created an example expense that will be similar to all of my expenses and saved it. - see expense example.jpg attached Next I exported a csv file of this expense - see expense example export.csv (zipped) attached Next I deleted the original expense and tried to import the csv file again.....failed - see expense IMPORT FAIL example.jpg attached. Why am I unable to import a csv file that was exported by
Variable billing rate for project
Is it possible to have multiple billing rates for a project? I need to two different rates depending on the type of work performed. Thanks.
I cant try Data Type to the Custom Fields
Hello friends, I cant see the option to change data type to the custom fields i was created in estimate and in invoices. Only put Custom Field like Text Box i want more options. In the FAQ of invoice see can try the data type in the fields but i dont see. Maybe is a perform for payment accounts ? i Actually have 2 acc in zoho CRM Thanks for the support
Proplem in sorting by invoices serial number !
I got an issue with sorting the invoices in serial wise in Zoho invoices! I got the following serial; J-123 J-124 J-125 J-126 When i try sorting by invoice serial this will be the result; J-125 J-123 J-126 J-124 Please advise ASAP
Template with info from two different contacts
Dear all, is it possible to create an invoice template where we get info (like names and addresses) from two different contact names from Zoho CRM? This is useful in case we want to add to the invoice information from the end-user (customer) and the distributor contacts (re-seller). Another example is to add info from a contact of one account (end-user) and invoice another contact from the same account (purchasing department). I assume that the two cases above are very common, so there should be
CRM and Invoice integration
I used to have access to the invoice module in my CRM. Now, that option is gone. I tried to reintegrate, but the Invoice option is not present. If I log directly into Invoice and look at the integrated apps and the CRM is still present in my integrated apps, but I have this message next to the integrated CRM app. I have not changed editions, what has changed? How do I fix this? Looks like there's a problem! Your Zoho CRM edition does not support this module
Problem with pdf export and order of billing address
Hi, i have some problems/qustions with zoho invoice. 1) on the right hand side the formatting of the header is wrong (pdf export). The colon slides in the wrong row (see screenshot). 2) how can i change the order of name, company name and address? the surname and name of my contact is always at the top of the other lines. in the options i can only change the order of the things below the first line? I want the company name in the first line! Thanks for your help!
How can i AD the NIF or CIF to our Invoices ?
In the CRM i have a field to show this but in the Zoho Invoice this dont show. How can i make it see ? Thanks a lot !
How to remove past "Item Details" when making an invoice?
Sometimes it's useful to have past "Item Details" and sometimes it's not. When one wants to remove a past Item Detail, how does one do it? Hitting delete doesn't work. Right clicking shows no option to delete.
Problems with Pay Now Button & PayPal Link in Invoice
My client is complaining he cannot get the pay now button to work, or the PayPal button in the invoice. Is there an issue with browsers? Because The Pay Now button works for me in Opera, but the PayPal button does not. Yes, my PayPal account is connected. Thank you, Connie
Setting up recurring invoices to be created and sent in advance of the invoice date
I want to be able to send a recurring invoice ahead of the invoice date. Is this possible? Can it be automated? If so, how? Here is the scenario: Our company provides a service to other companies on an annual basis. If the customer does not pay by the due date, the access to that service is terminated. For example, with a one-year service period renewing August 1, 2016, we need to create an invoice dated August 1, 2016 because that is the date we book the revenue (accrual basis accounting). However,
New company, existing subscription
I have a Zoho Invoice basic subscription that expires April 2017. I recently incorporated my company and want to start afresh with the record keeping. Can I use this subscription for the new company?
Zoho Invoice : Adding Discount amount instead of percentage
Hi, Is there a way I can enter the discount in amount, instead of mentioning it in percent terms? For example, if the price of book is $10 and, I sell it for $8. Can I enter "$2" as discount, instead of entering it as 20%? I tried creating a custom template, but couldn't go very far. Any help / advice will be highly appreciated. Thanks!
Account disabled.
My account has been disabled on zoho invoices. can anyone help?
How do you refund a customer for their payment?
Is it possible to refund a customer for a payment?
How to manually set timesheet entry to Billed?
I have a project where the billing is based on the project hours... with a twist. The twist being that at the end of the month, I look at my Timesheet entries, sum up all the project hours, and then I round them up to the nearest half-day (a half-day being 4.5 hours). When I am creating the invoice monthly, I am creating it manually (not generated through the project) so that I can edit the amount accordingly. Only problem is, there seem to be no way of manually flagging timesheet entries as Billed!!
How to change email address of recipients of invoice
Hello, I have to delete one email recipient from one of my invoices and add another email address... How do I do that? How Do I Change Email Addresses? Please let me know, Rod
Is there a way to duplicate an invoice line item?
Hello all, I use Zoho Invoice for a farm business that sells meats. Many of my products sell by the pound, and packages are not identical weights. For instance, I raise chickens. People buy many chickens (sometimes 30 plus), and they each line item is the same except for the weight. I find that generating invoices takes a long time for these large orders, since i have to start by looking up the item name in the list each time. (Faster Internet would probably help, too, but that's not on the horizon.)
Multiple organizations and users under one account
Hi, I'm considering to offer a billing platform to my clients. I need to know if, having a subscription to Professional Invoice, I will be able to: 1. create an organization for each of my clients (unlimited?) 2. create users and assign them exclusively to their organization I'm currently trying out a free account with which I have not the opportunity to test the functionality of assigning users to organizations. Michele
Timesheet + Invoice issues
I am just exploring Zoho Timesheet and Invoice to see if it fits our needs. 1. Is there some way to enter timesheet start and end times using 12 hour clock and AM/PM? 2. From other messages I gather that displaying start and end times on the invoice is being worked on. Any estimate for completion? 3. When creating a second or subsequent invoice, I see that the invoice feature shows a message alerting (correctly) that there is an unpaid balance for a previous invoice. How do you make that unpaid balance
Change format of bill to address
I'm testing the Standard template and the format for the bill to address is wrong. It formats it as... Rob & Joe Traders 4141 Hacienda Drive Pleasanton 94588 CA USA when it should be Rob & Joe Traders 4141 Hacienda Drive Pleasanton, CA 94588 USA How can I change it? Also, how do I disable the country from the Organization and bill to adresses?
Announcing WePay integration with Zoho Invoice!
WePay, an online payment processor, is now integrated with Zoho Invoice. By setting up integration with WePay, you can create a merchant account and start accepting online payments from your customers. Some striking features of WePay include: - Creating a merchant account in minutes - A low transaction fee of 2.75% + 30 cents per transaction - No setup or monthly fee - Keep track of all WePay related transactions (Payments, transaction fees, and refunds) in one place. As of now, WePay integration
Invoice task with start and stop times
I am wanting to show the start and stop time on each billable task in the invoice. Basicly, line item one date xxxxx start xx:xx-end xx:xx total hours x.xx. So far I can only get it to show date and total hours. Under the New Log Entry on the time sheet, I can enter the time frame but I want those times to show on the invoice So I am asking, is this possible or something in the works, One of my clients ask's for the time frame. I can do this in the notes but it is a duplication of effort.
Pay invoice as a Guest (i.e., without using an e-mail address)
I am a physician and may of my clients are older and thus may not have an e-mail address or have not provided me with an e-mail address. Can I set up invoices to allow patients to sign on as a guest using an invoice number or patient unique identification number and a password (provided to the patient on the invoice) without having to supply an e-mail address with the option of setting up an account using their e-mail address? Many healthcare patient portals allow patients to sign on and pay invoices
Add more Payment Gateways
Hello Team, I am new to Zoho Invoicing. I need help to add additional payment gateway for INDIAN users. Currently I only see Paypal as the option. I went in Settings > Integrations > Online Payment. Please help. Since you've mentioned Multi currency support, I would like to see the option to change the currency while creating invoice; since I have clients from INDIA, USA, AU and Saudi. Please help me. Best Regards, Syed H
How can clients without e-mail address login with an invoice number and password printed on an invoice.
I am a physician with older patients, some of whom do not have e-mail addresses, as well as patients that have not provided us with an e-mail address. We would like to have the ability to have patients login to the payment portal using their account number and a password that has been printed on the invoice (i.e., make payments as a guest). Many healthcare payment portals give patient access this way with the option of setting up future access by creating an account with their e-mail address and
Lost ability To connect to Zoho Invoice!
From the old zoho version: I'm pressing on the little Invoice icon and I'm getting a blank screen. From new zoho version: The little 'invoice' icon is not even available. I can log in to my mail and everything in Mail is working perfectly except for switching to zoho invoice. To acces my invoices I need to login to zoho Invoice otherwise Invoice is not available through the shortcut. Any Help?
Return Receipt in email
Hi Zoho, I think we all need a return receipt option for invoicing and estimates it would be nice to know if and when my customers received the estimates / invoices the idea is make them force to confirm the email so we know to 100% the invoice has been received Hope this is not so difficult to add (I'm sure it is that's why it is not added yet ) other then that you guys are awesome and I love ZOHO Thanks Mario
Invoice sent by name
Hi, When I send invoices, they are displaying my Zoho account name as the sender in the email header. How can I change this?
How can I delete a credit note with a refund?
How can I delete a credit note with a refund? when I try to delete the credit note, it says that the credit note has a refund but I didnt found the option to delete that refund.
Braintree gateway automatically sends email with receipt
Hi, we are using Braintree gateway on our website like on really easy e-shop. Client choose a product, fill the form and pay it through the Braintree. We want to automate sending e-mails with receipt to each customer and BCC to our financial department. Is it possible to configure zoho like this? Thank you very much! Adam
Future invoices (on invoicing after 1st year with different amounts)
Hi, I have set up the ZOHO invoicing app for our company which provides annual services. Currently i have noticed the following two cases for which i cannot find a solutions. 1. I need to create invoice for Year 1 (sales with X amount) and then separate invoice for each subsequent year (maintenance with Y amount). Is there was way to do that from year 1 itself or must it be done manually. 2. I need a place to store notes for each customer. Some customers provide special notes which are applicable
Order of Tax items in invoice
Hi, Have successfully added KK Cess. Now another issue. In the Edit invoice screen the order of the Tax items appears correctly ie. Service Tax SB Cess KK Cess However in the View mode and the Pdf the order is interchanged. Please help thanks, anu
%projectname% placeholder
Hi, I'm having some difficulty figuring out how to use this particular placeholder in my email templates. In my Invoices, I have the field for "Project" checked, and fill in the name of the project as I do for all other fields in the invoice. This is not a custom field, but rather one that seems to be a standard optional field in Zoho. The project name that I enter in this field, however, does not for some reason associate with the placeholder %projectname%... in which case, wherever I use
Krish Kalyan Cess
Hi, Please treat this as urgent as I am not able to get thru the Phone support. In order to Add the new Krish Kalyan Cess of 0.5 % to all my Recurring Invoices from today is there a way to change it Centrally in one place, or do i have to make the change in each individual Item. Appreciate quick support please, thanks, Anuradha
how to delete damain? I want to delele account.
I want to delete account. but delete org first, then delete domain first. I have canceled email hosting. but I can't delete domain.
Maximum number of invoice and estimate lines
My evaluation continues - so far, mightily impressed by Zoho Invoice. I've typed quite a few invoice lines and estimate lines in but got a bit tired! Is there a limit on the number of lines that can be added to an invoice or estimate? Likewise,is the API restricted to the same limit?
Next Page