How do i stamp/sign the invoice when using zpost
I have been using zoho invoice for my invoicing operations, and am very happy with the product on the whole. Before using Zoho, i used to manually create invoices and then print them out, add my company stamp, sign on it and then courier it to my client. The courier company used to send a pick up guy every couple of days to collect all invoices and send them on my behalf. When my client received the invoice, they used to take their own sweet time to send back a cheque. When i saw zpost, i was elated
Estimate signature line
Is there or has anyone come up with a way to have a line for customers to sign the estimate. As I am a contractor I need to have a signature in-case i need to (unfortunately) take a client to court, In my opinion it is unprofessional to draw a line and ask someone to sign here on the X please.
Digital Signing
Hi, It would be a huge help if we could issue an invoice in Zoho and enable our customers to sign it electronically, indicating whether we should use a credit card on file or they will send a check. Is there any plan to provide this functionality? I saw some blog entries about a year ago suggesting this was not on your agenda, but I am wondering whether anything has changed... Peter
READ ONLY MODE
My account is in read only mode How to disactivate this feature? I need to work on my invoices. URGENT Thanks
"The ZSC key or email address entered is incorrect. Please enter again."
I am receiving this error when trying to connect to CRM from Invoice. I am copying and pasting my email and ZSC key from CRM, so it is not a typo on my end. I searched the forums and found a similar issue here: https://help.zoho.com/portal/en/community/topic/zsc-key-error-for-zoho-invoice-crm , so tried to connect to Invoice from CRM, but I don't have the option. I have options to connect to Projects, Support, Survey, Visitor Tracking and Advanced CRM analytics, but not Invoice. Please help!
Convert estimate to retainer invoice?
We send estimates- then take a deposit for work to be done, and then at completion do a full invoice. Tis a logical progression but can it be done? Greg Aanes 2109 Queen Street Bellingha WA USA
Printing Shipping Labels
I know many of your customers are service oriented businesses, but surely there are many who actually invoice and ship products via Zoho Invoice. Currently, we send invoices, and once payment is made, we print the invoice and use it as a "Picking Slip and Receipt for the customer. When we receive notice that an invoice has been paid, we then login to Zoho, print the invoice that was paid, pick the item/(s), login to Stamps.com and manually print the shipping label. Which takes a lot of time to do
Zoho Invoice mobile client error "Invalid value passed for authtoken"
I was using my mobile client fine for a while now, but over the last 4 days I have been having problems when I try to submit a timesheet entry from the timer. I get a message "Invalid value passed for authtoken". I am forced back out the dashboard which then asks me to sign in. Meanwhile I have lost the timesheet. Has anyone seen similar? Thanks!
Report time weekly, invoice semi-monthly
I need to report indirect client time weekly to a contractor, but bill the contractor semi monthly. I would like to mark the time entries that have been reported each week, but create the invoice semi-monthly. Any suggestions. I would think this is the way many sub-contractors work.
How to add/display payment history into invoices closed
Hi , How can I make a invoice template to display all information about payments history related to the invoice ? Regards,
Api Validation
I interact with the zoho invoice API quite a bit and it seems that you guys have quite a bit of validation on the data that gets created in zoho. For example contact and invoices fields prevent some special characters from being used when creating entries in zoho. This is great, but it doesn't seem to be documented anywhere. Where can I find our more information about what you guys actually validate so we can make sure we have similar validation or at least sanitise the data before passing it to
Suggestions for Invoicing Time-Based Work
As an attorney, I bill for my time. Here are some suggestions to make Zoho Invoicing more usable for people such as me who bill for their time: 1. The manner of creating tasks is not helpful for me. I (as most attorneys) have one entry per case/client per day on which I work, and that one entry has all the tasks I performed that day (e.g. phone call with X, write letter to Y, draft motion, appear at court, etc.). Each set of tasks is unique. Therefore, it is not helpful to create a library of
2way syncing Zoho Invoice <-> Zoho CRM
Hi, is there a way for a real 2-way syncing accounts and contacts between zoho invoice and zoho crm? we need it urgently! thany you stephan
Recurring Invoices - Weird Schedule
I am trying to setup up recurring billing/invoicing for my wife who is a dog walker. She has an usual schedule for some of her clients that may need to bill on Monday, Tuesday and Friday of each week. Or have the option of not sending a recurring invoice for a specific date if her client cancels. Is there anyway to set this up to be more automated or tied to a calendar schedule? Any help is greatly appreciated.
How to Preview a Standard Template Invoice
How do I preview a standard invoice template based on time sheet entries?
How to Display Timesheet Dates in Invoice
How do you display the timesheet dates in an invoice?
how can i transfer shipping address to paypal?
Hello,guys When payment received, there is no shipping address in paypal, how can i pass the shipping address from invoice to paypal? If we can add the shipping address, it will be good for us if the buyer file a dispute Thanks
Template Fonts Supporting Unicode (Arabic)
Dear Sirs, Its been years now, you have added multiple fonts to support various English, European, Chinese, Japanese and Korean character sets. But you did not even bother a universal Unicode type font face. There are many free versions available, please add one to the invoice template so we may start expanding our use of the system. I look forward to hearing back from you. ~Dikheel
Associate different email notifications with estimate templates
Hello, I love all the new upgrades you've been doing, new interface and am gradually getting used to it. Thanks! However, there is one thing that is still bothering me. It is a feature I requested years ago and hope you now have time to prioritize it. I have different client types and when I send an email notification, I want to be able to choose from different templates. Currently, I have to include 2 different messages in the email template, times 2 for different languages. This is a pain because
Rate Increase
Hello, I am trying to increase my rates within the project section of Zoho Invoice. When I attempt to edit a project and change the rate I get an error saying: Almost there, but… - The rate cannot be changed for the staffs who were invoiced. Is there another area I should be using to increase my rates? Can I do this globally or do I have to do it on each project? Thanks, TekTough.
Quotation Request sent, but no response
We did not get any response for the quotation request we sent
Integrate with shopify
Hello, Can i connect zoho invoice with shopify ecommerce. Thanks.
Pop up calander
When I created a new invoice a calendar pops up when I go to enter the invoice date, I would like to be able to bring up the Calendar when I am adding items to an invoice. I have 2 customers that I invoice at the end of the month but do quite a lot of work for so have a lot of items on the invoice. On each one I put where and what the work was done then the date. On my computer I can just click on the clock to see a small calender but I cannot do that in the phone app.
How do I change payment terms to 50% deposit? Won't let me do half amounts
Hello, I am new to Zoho invoicing and it won't let me choose 50% deposit of an invoice. Can you please help? Thanks
Status Update on Feature Request: "Ability to add VAT to Retainer Invoices" ?
Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices. It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe! So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes
Exporting Reports - Missing Columns
Hey Team Zoho, I'm exporting some reports as I prepare my 2014 taxes. The specific report I'm using is the Invoice Details report. When I run the report, the web display of the report looks great. Very clean and tidy. However, when I export it to Excel or CSV formats, the results are much different. Column headings have strange names , and some columns are missing altogether (like Customer Name). How can I get a report export which is nice, clean and includes all of the columns? Thank you! - Matthew
Dates in a price list
I'm trying to create an invoice that will include dates for each task performed. I don't seem to be able to do it. Help?
Introducing Zoho Expense: Effortless Expense Reporting!
Hi, We're pleased to announce a new addition to the Zoho Finance suite, Zoho Expense. Zoho Expense is an expense reporting software that automates expense recording for businesses. Users can upload receipts and expenses are automatically created with all the major details from the receipt. Users can also connect their credit cards to automatically import transactions and convert them into expenses. Users can simply group together a bunch of expenses and submit an expense report. With a instant
Can I select the specific CRM accounts/contacts to sync with Invoice?
I am setting up Invoice after may years using Zoho CRM. I have a long list of accounts in my CRM. Many accounts are dormant and will not receive invoices in the near future. When establishing my Invoice contact list using the CRM sync method, can I chose to sync just my active accounts/contacts? (A subset?) I would prefer to have my Zoho Invoice customer list streamlined and don't want the inactive customers to show up in Invoice. Is there a solution in the sync process? Maybe there is a fix on
Invoice not showing up as paid on client dashboard
My client paid their invoice with paypal business payments and it's not showing up as paid or even payment pending. So if they have multiple invoices and forget which one they paid, they are actually able to pay the same invoice twice. This is a problem. Can this be fixed asap? Thank you!
zoho crm & zoho invoice
Hi I have the paid subscription in zoho crm, do I also have to pay for zoho invoice??
Reports, GST on Paid Invoices
HI there, is it possible to create a report for tax paid on paid invoices only rather than just all invoices. Cheers Ivana
Update: Enhancement in Aging Summary Report
Hello Everyone, We’re enhancing our reports and as a first step towards that, we’ve added few customization options in our ' Aging Summary Report ’. The Aging Report is a great tool for owners to plan and predict cash flow better. It’s the easiest way to identify and monitor the payment status of outstanding customer invoices. Updates: 1. Custom Intervals and columns for your Aging Report : You can now customize the reports based on your payment terms and determine when to schedule calls to
carry over unpaid invoice
how do you carry over unpaid invoice to the next year thanks
Customize Statement
Hi, When pulling a statement, it only shows the Invoice numbers. I would like to add to what my customers see on their statements. e.g. Add REF: below the first line that says Invoice Number: XXXXX Also add Statements as a Report. Then I can go and pull statements for all choosing the customer(s) and get statements for them. Especially by Fiscal Year-End. Your thoughts?
timesheet as expense
Hi! I would like the time sheets to show as an expense on the Dashboard, is it possible? Payroll is an expense, after all :) Jen
Timesheet as expense
Hi! I would like the time sheets to show as an expense on the Dashboard, is it possible? Payroll is an expense, after all :) Jen
Difference on the ideas sites
Hi What is the difference between this ideas forum and the one that you are redirected from the help option of zoho invoice? zohofinance.uservoice.com I have posted some ideas there and also voted ones and didnt appear here, should I enter here also? Regards
understanding zoho invoice reports
i cant understand reports in BAD DEBTS And BANK Charg, please understand all reports use and advatages
Add ability to invoice customer for all projects in a given time period
I am a professional who sends out invoices on a monthly basis. In a particular month, I sometimes do more than one project for a particular client. I would like to be able to: Choose a time period Choose a customer Invoice that customer for work done on multiple projects during that time period. This would include: A cover page including a figure representing all time billed during the period on all projects Separate pages for detailed invoices for each project billed Ability to apply retainer invoice
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