A change to the way invoices are organized
Hi, When I create an invoice for a project, the entries appear in the order they were entered. How hard would it be to have it sort by the transaction date? As it is, I spend too much time reordering the invoice. Thanks, Rick
Clone and rename invoice template
I have a saved invoice template (my default). I would like to know how to do the following... 1. I want to rename the original template, else clone and save with new name then delete original 2 I want to clone my default template so I can edit slightly and save with new name as 2nd template without starting from scratch to make a new template that is 95% same as my custom default.
Timer for multiple task
Hi, I'd like to use timer functionality to track time for multiple tasks on the same time (simultaneously). Is it possible? how? because while the timer is on for a task, system refuse start the timer for other task...
Invoicing in a foreign currency?
Is there anyway to keep the invoice in a foreign currency and NOT to have it convert to your home currency on the invoice? I wish to be paid in the currency that I invoice in and it is really annoying when the contract says 1 amount, but the invoicing system automatically translates it to my home currency amount. Good thing I'm not using zoho accounts as currently I am using an exchange rate of 1 to keep it in the contract currency and manually managing the conversion. Thanks
Syncing on Android
G'day! I'm not sure if I'm doing something wrong, but when I open Zoho Invoice on my Android phone, it only shows the two test invoices that I made originally. If I logout then login it will show all invoices. Is there a way to get it to show all invoices without having to do this? Many thanks, Rob
New invoice start-up
I am just staring to use the invoice app. How do I list my outstanding invoices to get started without send ing to customers and just entering totals.
Add functionality
Hi Can I use Zoho Creator to create a new functionality ? for example: track providers invoices and later integrate it with Zoho Invoice? Thanks
Customize Email Sending Gateway
I would like to be able to have the Emails sent by Zoho Invoice show up in my Exchange Mailbox's "Sent Items" folder, so I have a better picture of all the emails I'm sending to my clients. Would it be possible to have some sort of custom smtp gateway setup for sending email so it shows up in my sent box? Thanks in advance
Problem with Amount from Tax, LateFee and Balance
Hi Guys, we have created a new Template with the following Placeholders: - %InvoiceSubTotal% - %TaxValue% - %InvoiceTotal% - %LateFee% - %PaymentMade% - %CreditsApplied% - %InvoiceBalance% Problem is, Amount from InvoiceTotal and InvoiceBalance is the Same! Means, the InvoiceTotal is the Same as InvoiceBalance - it includes the Saldo INCLUSIVE the LateFee. But thats wrong: It has to be the InvoiceSubTotal PLUS Tax... I put a screen - need fast help, please because of recurring Invoices! Thanks a
Need to change from closed to unpaid, any idea?
By mistake I close one invoice which is not yet paid. I tried to erase it so so I can replace it but it is also not allowing me. Any advice? Thanks!
Some of the zoho invoices are saved as draft, why ?
Hi, I tried to create invoices in zoho through the API. (Send=true) Most of the invoices are saved as open but some of them are marked as draft. How can I fix it ? I don't want to review any of them before sending them out. Thanks.
Getting all accepted invoices list throught the API
Hi and first of all CONGRATULATIONS and THANK YOU for your work !!! Waiting for the ORDERED state between the ESTIMATED and INVOICE states, we are planning to use your API to display the list of all the ESTIMATES that have been tagged as ACCEPTED on an external HTML page set for this. Is there a way to collect the data from the API ? I can't find any mention to the ACCEPTED/REJECTED/NONE field on the API docs. Thanks for your feedback. Frank
Is there an easy way to get customerId ?
I'm building an application for non tech team. I need to register on my side the customerId (for ZohoInvoice). Where the end user can find the customerId of a contact ? (as simple as possible. Eventually an url ending by ...&customerId=1234 or invoice.zoho.com/user/1234 is ok)
How to get reference field on an estimate to print on an invoice?
I want to use the reference field in estimates for a property address. I then need that field to carry over to invoicing once the estimate has been accepted and work completed. The customer( a property management company) is the same for all the different addresses. I don't want to have to use an item entry. Instead I would like it to be in the header of the estimate/invoice/credit. I have tried many different approaches and none seem to work. I tried renaming the reference field and customizing
Unable to show CustomerBalance in Invoice - only able to show Balance. Can this be fixed?
Hi, I have signed up for a 30 day trial of Zoho - the only thing keeping me away from it is the fact that I cannot display a Customers total balance in an invoice pdf generated. Can you please support the addition of %CustomerBalance% in the invoice? I want to show the customers previous balance and then add the invoice amount, giving a total balance.
Need multiple invoice notification email templates!
Need multiple invoice notification email templates! This would greatly speed up our workflow and prevent errors. For example, brand new clients might need a different message than long-standing customers. Also, with multiple invoice notification email choices, we could have specific messages depending on the service purchased. Please prioritize this. thanks, Brian http://www.redpelicanmusic.com
Change fields in Zoho Invoice - HELP URGENT!
Hi. This is urgent. I need to include a field on our invoice that states our GST number. I thought of replacing the PO field with GST, so did so when I edited our default template, but when I create a new invoice that field still remains PO#. Also, when I try and add a custom field, it works but when I export to pdf it says 'I need to change the pdf template.." This is very urgent as by law we need this on our invoices in New Zealand. I have attached a copy of an example of what the invoice currently
Cannot delete or void invoices
I am unable to delete or void invoices for the past week or so. The error I am getting is "Script Error Occurred : TypeError: dialogProperties is undefined" FYI: I am using Firefox 11 beta 4.
Payment Thank-You after PayPal payment
When a customer pays with PayPal, the "Payment Thank-You" email is not sent out. How can this be fixed?
Late Fees not calculating
I have an invoice sent to the client on July 31, 2012. It was due August 31, 2012. The late payment interest charge is 2% per month. The balance is $7947 (without taxes) It's only showing $103, which doesn't make any sense. It should be 2% compounded to 7 months to $9128.
INVOICE TEMPLATE CUSTOMIZATION
Hi I am interested in the product and have been trying to customize your Invoice Templates to suit our requirements. After many attempts I am not able to get rid of tables where I want to or delete certain rows .. Is it possible that you can edit the Professional Template a little bit based on our requirements, its not too much just want to delete a few rows and place other things on different areas. Since I am not familiar with the HTML coding its very hard for someone to work with the editor provided
Rounding in Zoho Invoice
Hi, I am having difficulty rounding the Total to a whole number. Can someone help as I cannot generate invoices that reflect the quotation exactly. Jessica
How to delete a fail invoice.
I am new to Zoho and to test it I made an invoice for a test and send it to myself. I then tried to delete it but got the message it is not paid yet and can not be deleted. Then I made a test payment, Now it says payment received. Still I cannot delete that test invoice. How do I do that ?
CRM Sync: Operation failed
Hi I try to Sync Invoice with CRM and get the following message: "Operation failed Problem in communicating with ZohoCRM". What would be the reason for this? Thanks, Gregg
Effect of Downgrading on Customer & Invoice Data
Hi, I currently have two organizations on a standard monthly plan. One of the organizations is no longer active as I have transitioned all the business to the second one. I would like to downgrade my plan for the first organization; however, there is quite a bit of historical invoice and customer data in there. Will I still be able to view and access all of this info if I downgrade? Thanks, Patrick Frantz
Unable to add estimate using API with PHP
Hi !, I am not able to add an estimate using the API with php. No error is shown too. openssl :enabled. my php code is as below. Thanks in advance! <?php function do_post_request($url, $data, $optional_headers = null) { $params = array('http' => array('method' => 'POST','content' => $data)); if ($optional_headers !== null) { $params['http']['header'] = $optional_headers; } $ctx = stream_context_create($params); $fp = @fopen($url, 'rb', false, $ctx);
Unable to create Estimate using invoiceapi with Curl and PHP
Hi !, i am trying to create an estimate with the invoice api using Curl and PHP from the code below. The estimate is not getting created and there are no errors shown either. Details: curl:on SSL:enabled Thanks in Advance! <?php $url = 'https://invoice.zoho.com/api/estimates/create?'; $ch = curl_init(); curl_setopt($ch, CURLOPT_HEADER, 0); curl_setopt($ch, CURLOPT_VERBOSE, 1); //standard i/o streams curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, FALSE); // Turn off the server and peer verification curl_setopt($ch,
Unsolved issue with Italian (and maybe European) tax schema
Despite I found many discussion about it a can't understand IF and HOW I can achieve the following taxation schema: ----------------------------------------------------------------------------------- Service 1: €1500.00 Insurance compensation (4% of Service 1): €60.00 --------- Subtotal 1 (Service1 + Insurance compensation): €1560.00 VAT (21% applied to Subtotal1): €327.60 Invoice
Bill status open after customer paid
Hello, First of all, thank you for the lovely app! Now, I have a small issue with my customers. 2 of them reported, I just noticed the 3rd one. After they pay the bill, they still receive reminders as the bill was not paid. The status of the bill is still open. Even 3 days after the bill was paid the status still doesn't change. I know this worked before, as last month all bills were paid/closed automatically. Now I have to do it manually. Is it a bug or a feature? Thank you, Stefan.
TROUBLE WITH TAXES
Is possible create withholding taxes? I need to do an invoice with this kind of taxes Thanks in advance. Arturo
Custom field (invoice) How can I get a report based on these?
Hi, I have used the custom field to show which sales representative created the sale and want to be able to see how many sales they are making at the end of every week. Can I pull this info onto a zoho sheet along with the rest on the invoice details? Ta dan
not listing invoices above 999 in all invoices
i recently made my 1000th invoice without any problems, i can see it in todays payments etc but when i choose to list all invoices, no invoices above invoice number 999 appear, is this a bug? thanks
Applicable Taxes are not being calculated
Hello, When I attempt to create an invoice, the applicable taxes are printed on the invoice but the calculations for those taxes DO NOT appear. Pleas see example below: Line item 19.00 First tax (1.5%) 2nd tax (0.2% ------------------------------------------------------- Total 19.00? Any ideas on what I may be doing incorrectly? Thank you in advance for your assistance.
zoho invoice not producing pdfs!
There is a problem with zoho invoice not producing a pdf file, you cannot export as a pdf you cannot email as the pdf of the invoice cannot be generated. This needs to be addressed asap please.
Remove Staff From Project/Set hourtly rate
I changed my email address over 2 months ago. When I create a new project it shows ME as the administrator with my OLD email address. When I attempt to change my hourly rate I get a message EMAIL ADDRESS INVALID. I cannot delete myself because I created the Project. Cannot Edit my Billing rate because the "email address is invalid." So this is obviously a bug. I have checked user settings and have only one email address under my account but what is interesting is that my subscription payments
Integration of
As the mobile application is quite clear for Zoho invoice , please let me know how to have Zoho book into Zoho invoice integrated so that when viewing Zohoinvoice one sees all that in on in the book. Reason for this I couldnt find the mobile application for Zoho books
Bank "Invoice transfer notification email" to Zoho invoice
i was wondering if there is any chance to get connected standart bankaccount incoming payments with Zoho invoice. i can configure free custom notification email from bank account about incoming payments including invoice number & p.o when arrive.... it should not be hard to collect/resend these emails by zoho (the email can be configured in any way i want) and match them according to invoice number. is not it possible already? :-)
Can I transfer organization to new user without data loss
When I first signed up to use zoho invoice, I used my personal email. I was naive and did not know how useful it would be to attach the free zoho hosted email account I now have to my zoho invoice. Since then I have added my zoho hosted email as an admin user in zoho invoice, but I would like to delete the user I used to create the organization. I am afraid to do this because I assume that I will lose two years worth of invoices, contact information and various other data. Is there a safe way to
Custom fields in items
Hi, in zoho invoice, i need to add some fields to item table to edit and print in invoices. As far as i can see, only invoice table have custom fields. There is a way to add to items table ?
Multi currencies
Hi, I can't use multiple currencies. Can you contact me urgently please ? thanks
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