API post via Android
I hope I am in the correct forum. I am trying to make a POST via the invoice API. On android, I am getting error code 500. When using curl I am getting the following message: {"code":2,"message":"Invalid value passed for JSONString"} I have tried the following > https://invoice.zoho.com/api/v3/items?authtoken=xxxxxxxxxxxx&organization_id=163411778&JSONString={"name": "H5afdrsfdswd Drive","description": "500GB, USB 2.0 interface 1400 rpm, protective hard case.","rate": 120.00,"account_id": "","tax_id":
Edit Late Fee
How do I edit the Late Fees in Zoho Invoice?
Preguntas
Saludos Ya soy usuario de otra plataforma de facturación que me parece muy buena pero para mis fines tiene algunas limitaciones que aun no solucionan y me gustaria saber si este sistema las incorpora. Mi primer gran problema es que en mi país tenemos los números de facturas asignados por el Gobierno y estos se asignan por tipo de clientes. ejemplo: Para ventas a instituciones Publicas la secuencia es: 111001 Para ventas a instituciones Privadas la secuencia es: 112001 Para ventas a instituciones
Adding extra fee when paying by credit card
Is there any kind of option or setting where I can charge,say 3% more if they choose to pay with a credit card such as swipe? Swipe takes a lot out of the payment. I only want to add an extra fee, like a convenience fee if they choose to pay with credit card. Is there a way I can do this?
Recurring invoices on the iPad
How do you edit a recurring invoice service on the iPad? You can pull up customers, but it doesn't show the recurring invoices they have associated with them.? When I pull up a client I want to see what recurring service they have with me. I want to see the next payment due for them. I don't see any of that on my iPad. I don't see upcoming invoices at all, only paid and overdue.
CAN I CHANGE THE VIEW OF THE DASHBOARD
HEY , I NEED TO HAVE VIE OF ESTIMATES AND INVOICE DATA IN MY DASHBOARD CAN THE VIEW OF THE DASHBOARD BE CHANGES
Adding default Items to Invoice Templates
Hi, I am trying to find how I can ensure that my invoice templates are created with particular items listed as a default, how do I do this?
CAN I ATTACH CATALOGUE IN ESTIMATS
IS IT POSSIBLE TO ATTACH THE CATALOGUE ALONG WITH ESTIMATES
decimal point estimates in lines
Hello, I have set decimals in currency section 0000.00 € and everything is right but when I am introducing price lines estimates will not allow me the use of the comma. for example: I write 100,22 and will not let me, I write 100.22 and then in the final estimates itself out 100.22 thanks
Late fees on desktop web version?
I see help articles that say there is a late fee option on the invoicing service - though my screens look nothing like the screens they show in the article. https://www.zoho.com/invoice/help/invoice/new-invoice.html I also see questions in the forum that say late fees are not available on the app, but I see nothing that confirms if the late fee option is available from the PC/web version. Am I missing something here? If this cannot add late fees to invoices, then this service is of no use to me.
How to bill for multiple timed projects at a fixed cost?
I have several projects for a client that are set up in the time sheets section. I would like to bill for all of these projects at once. This does not show up when I go to create an invoice: The link "include unbilled projects" just below the item table. How would I bill for these projects at one time?
Does anyone sync ZOHO crm with MYOB Account Right Live?.
I am specifically looking for the syncing of invoices between Zoho and MYOB. Entering the customer invoices in MYOB and receiving payments in MYOB.
Can Zoho Integration with Mutiple MYOB files
We are an organisation that has 5 different businesses under our umbrella. Each business sells different products but mainly sells to the same group of customers. We would like to set up a CRM whereby you have 1 Account for each customer but enables us to be able to synchronize 5 different MYOB company files depending on what product has been sold. Does anyone know if this is possible?
Edit model Invoice (xml/html)
Hello everyone ! Thank you to the Zoho team for this superb applications. I try to modify an Invoice template. I added 3 custom fields (Text). How is it possible to change the layout of the fields ? Aligned on a line, rather than column. I find only old posts about it. But, the edit tool function xml/html seems no longer available. So, how to do ? Thank you for your support ;-) Best regards, Guy-Laurent
Invoice templatre - Terms & Conditions on backside of the page
Hi, I'm trying to use one of the invoice templates from the gallery. I would like to always print the "Terms & Conditions" on the backside of the invoice. How is this done ? Can I insert a page break somewhere or any other trick ? In the past I used the "HTML editor" to create templates unfortunately this option has ben removed, it made Zoho invoice stand out from the competition. Best regards, Francis
Zoho Invoice - Custom Fields From Estimate Transfer into Invoice
When I mark an estimate as accepted and my invoice is created, the custom field information is not included on the invoice. Is there a way that all the information on the estimate ends up on the invoice See attached for example of the missing info in the invoice Thanks
Zoho CRM and Sage
Hello all, I am using Sage Professional and I am reluctant to change but would like to have the team work with Zoho CRM. Is there any integration between the two, so when we close a deal on Zoho the invoice is automatically raised on Sage? Kind regards Stephen
Windows 10 Universal Application
It is great that you guys are already supporting Windows Phone and Windows 8 with both a mobile and desktop app, however the apps are quite outdated in terms of the UI and the functionality. It would be great if you guys could develop a Windows Universal app that has the same polish and features as the apps on Android and iOS. Major features that are missing from the current Windows apps are estimates and invoices. I have also taken the time to mock up some UI concepts and to how I would like the
Zoho Invoice and Payeezy Gateway
We use Zoho Invoice and also use Payeezy Gateway via PNC as our Online Payment tool. I was wondering if integration with Payeezy Gateway formerly known as Global Gateway E4 is on the roadmap for Zoho Invoice. Or even a generic way to do integration to online payment providers not on your list. Thanks Charles
Via API: Create & Send an Estimate
Hi, I've got an already created contact, which has an email address associated with it. If I use the web interface, I am able to create an estimate and send it through seamlessly. However, when I create the estimate, I am able to create it fine, using these options: { customer_id: '[blanked]', organization_id: '[blanked]', estimate_number: '25 by Jacob Zuma', template_id: '[blanked]', date: '2016-02-13', expiry_date: undefined, exchange_rate: 1, discount: 0, is_discount_before_tax:
Need to know the amount spent to the project and profit
Hi Team, I required 1 help in zoho invoice,is there any way to track the amount which we have spent to 1 project ex : purchased lan cable,patch card & labour bill,then we need to raise the bill to customer. In the final output i need to know that remaining amount is our profit.where can i see this option. Regards, Rajesh.S
Recurring invoice - Create, Charge and Send Invoices at a customer level
Hi, There needs to be a way to apply the settings for this option on a customer level and not just for the entire account. There are times that we have the customer credit card but don't want to auto charge them monthly on a recurring invoice. But we do have the need to do this for select customers. Thank you.
Customize translation for customer's portal?
I've checked the customer's portal and it has been shown in Portuguese from Portugal language, which is very bad to brazilian people, where I am and make business. So, is there any possibility to customize some words just for the customer's portal? Additionally, I saw that customers only can pay their invoices (using Paypal for example) through customer's portal. Is there a way to send a direct paypal link instead of an url to take customers to portal?
Questions about email template
I'm facing a little issue with email templates, for invoices and/or estimates. I've customized the email template and put a html code, however after saved it, Zoho changes my code automatically inside my html code with a lot of <br> tags (<br> is line-break in html) and the template gets broken with those line-breaks. Is it normal or I can't use html content for email templates? Thank you.
Adding Billing Instructions/Wire Transfer Details to the Invoice
Hi Guys, We are in International services and have multiple overseas clients whom we invoice in their respective currencies. I am sure many of us are doing the same for our various customers. I have a suggestion here: Can you please include a option of adding billing intsructions/wire transfer details to the Invoice? I know that I can add custom notes to the end of each invoice stating the bank details for payment or international BACS transfers. However, we use multiple bank accounts and have different
Sell services instead products
I'm a webdesigner freelancer then I sell services instead of products, and each service (a webdesite for example) can have a different price for each case, customer or project. I made a test generating a new estimate to myself and, in "New estimate" screen we have no option to set the price. The same happens with "Items" list, so, I can't set a price individually to the same item, which could be "Webdesign" or "Web development". In conclusion, I inserted a new item in Zoho Invoice called "Webdesign
steps for adding double vat 5.5% & 14.5%
HI Team, Let know how to add double vat to a software product ex : if i'm going to do a bill for antivirus and support for 1 year. Request you to provide the steps. Thanking your, Rajesh.S
Cuantas cotizaciones puedo hacer y mandar con invoce?
Buen día, no he entendido la sección free que solo 25 cliente, quiere decir que solo 25 cotizaciones puedo enviar?
Can we hide the currency symbol for estimates, invoices and payment receipts?
Considering I only make business in my city, I don't need to show the currency symbol, it's totally irrelevant for my customers. Is there a way to hide it?
remove the zeros.
Hi Team, while generationg the Invoice in Qty field it shows like this 1.000 for 1 quantity ,request you to tel me the steps to remove the zeros. Regards, Rajesh.S
Custom Fields with Data Types for Expense and Payment Received in Zoho Invoice
Hi all, We are glad to present to you, the option to create Custom Fields for the Expense and Payment Received modules in Zoho Invoice. This also comes with an icing on top of it - Yes, the custom fields can now be created with different data types. Types like Text, Number, Decimal, Amount, Auto Number and Check Box are supported as of now. Rush to the gear icon at the top right corner, select 'More Settings', choose 'Preferences' in the left pane. Click the Expense/Payment preferences where you
Zoho invoice with barcode
Hi, Would like to have invoice number bar-code can zoho invoice. Can I add a barcode font or any other way ?
multiple invoice notification email templates
Hi, Depending on the scenario, I modify our "invoice notification email" template with different introductory text. It would be great if I could create multiple templates to choose from ie. template #1 is for a new customer (first invoice), template #2 is for a regular customer . . . etc. Thanks! Brian http://www.redpelicanmusic.com
Unable to set email when creating contact using API
Although the API docs state that you can set the email key when creating a contact, it doesn't take effect. The contact gets added but the email is left blank.
Customer Statement Header
Hi All, I hope someone can help. I am looking for the area to edit the header for my Customer Statement. Right now when I send this out it says "Statement of Accounts" but it should say "Statement of Account". I am sure there was a way to edit this but I cannot find this now. Thanks.
Collect feedback from your customers with the Client Portal
Introducing customer reviews, our latest feature in Client Portal. With customer reviews, you can get your service rated and reviewed by your customers. This information will be automatically captured within your Zoho Invoice account. You can also share some of your best reviews on Twitter. If you'd like to try this feature, check our user guide on customer reviews . We have also published a blog recently, highlighting some of the benefits of using this feature. You can read the blog in this link
Prices including VAT in Zoho Invoice.
Dear sir/madam, Is it possible to work with prices including VAT in Zoho Invoice, now I have to fill in the Item prices excluding VAT. I will give you a explanation below. Item Date Quantity Price (incl.) Amount (incl.) VAT Reupholster chair. 19-10-2010 1 € 600,00 € 600,00 19% Fabric 31984-5 Blue 19-10-2010
Marking items as paid
Is there an option where I can mark tasks on a timesheet as paid? It currently says they are all unbilled and I do not know how to change this.
Two issues with using workflow automation to send email
Hello, I'm trying to use the workflow automation feature of invoice to automate an email to my customer when the invoice date arrives. Ex: I want to create an invoice with a future invoice date and on that date, have it email my customer. The email successfully sends to the customer, however, I have two issues: 1- the status of the invoice did not change from "Draft" to "Sent" (shouldn't it have?) 2- there was no pdf of the invoice attached to the email (how can I get attachment to send on emails
Assign customers to salespersons - Zoho Invoice
Hi, I am new to this application and I am not sure if this application suit me as an owner of a company with few staff.I am looking an application that allow me to assign group of customers to each individual salesperson which then allow them to do estimates and sales order for their assigned customers. Besides, salespersons can only view invoices and owing of these customer rather than other customer which have been assigned to other salespersonn; whereas me and my admin can view and manage all.
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