Inventory control
I read on the forums that Zoho was working on inventory control for the invoice app about 3 years ago. What has happened to it? Will it ever be added?
TAX calculation based on actual price not the rounded price
Hi, We can see that when we use Zoho API to generate invoice, it does not calculate tax on the actual price of the item. Rather, it calculates tax on the rounded price. This creates an issue for us. Here is the example. Say, there is 10% tax and the actual price of the item is 54.54545 AUD. What happens here, Invoice shows Price (actual) Price(rounded) Item 54.54545 54.55 TAX
Zoho Invoice - Calculate tax on rounded Price issue
I have product with price $60.00 including 10% tax. So, I set Tax = GST = 10% in settings. What price should I have to pass to Create Invoice API to get invoice with Total amount $60? If I pass $54.55 then Zoho calculate total price $60.01 and when I pass 54.54 then Zoho calculate total price $59.99, so I am not getting right invoice with total amount $60.00. I found that Why Zoho calculate tax on rounded price instead of calculate tax on price and then round it? Why there is not any option to pass
need place holder for pending invoices
HI, Is there any option for place holders, like old due, corrent invoice balance, total due(adding former two will give total due) and for this total due place holder for paypal link
Payment reminder - %OverdueDays% is possible, but what about due days?
Does %OverdueDays% act as due days when sending a reminder for an open invoice? If not, would it be possible to have a %DueDays% tag? Thanks.
Import Function
Trying to import estimates and invoice that I've saved and downloaded from a user id that was in use prior to switching over to Google Apps. Keep getting a message: Import is not possible at the moment. Please try it again later. Sorry for the inconvenience.
Reverting Open invoice to Draft
I accidently converted a draft invoice to open, and can't determine how to change it back (in the event that it throws my reporting off of how long invoices are open)
Sort order of Tasks
Using time records, adding tasks to a project, the tasks appear in the order they are entered rather than sorted into alpha order, which makes it hard to find related tasks, for example Programming: Coding Programming: Design Programming: Testing would make sense to follow each other, rather than being scattered around the task list. Is it possible to re-order or sort tasks?
Search in Recurring Invoices
Hi Zoho team, You do a good job. And I will like you even more if you enable the possibility to search within Recurring invoices just from the search line in the top right corner. Thanks in advance. Regards, Andrey
Can i Change the status of invoice after recording full payment?
if the customer is paying advance payment for the product that i invoice so how can i find that pending order because it is showing closed in the report or in the invoice page ? A little thing should be implemented in this application and it is delivery status, after completing the invoice and payment there should be a option for delivery .
standard vs business payments
What is the difference between standard vs business payments? Why is it that only the business payments have the 50 cent pricing? Ray
sign in as administor but then reverts to staff
I am signing in as the administor but as I am scrolling through the screen suddenly changes to one of the staff users. Also I have just written two invoices today but they are not showing on my screen (however the new contact details have been saved). HELP!!
cancel queued snail mail invoices
In trying to snail mail invoices last night I received emails stating they could not be processed at that time due to internal problems. I HAVE to get these invoices out ASAP so will be printing them and mailing them myself. Meanwhile, I don't want clients to receive a second, identical invoice. Any suggestions on how to cancel queued invoices? Also, this isn't the first time I've had problems with snail mail. Need help. Thanks, Trudy Hibler
Import Quickbook customers in Zoho Invoice
What is the easiest (and best way) to export Quickbook customers and import them into Zoho Invoice? I tried exporting QB but the file had the contact and bill to as a single field? Also I see no option to import phone #? Can it be done with CSV and if not could I use Zoho CRM to sync up contacts then move them to invoice. I do not wish to subscribe to Zoho CRM just use it long enough to get the contacts as it seems to have better QB integration? Thanks, -Dane
Payment Thank-You Question
Hello, When a client sends one payment covering say 3 Invoices we now find it easier to record these by clicking on "CUSTOMERS" then "RECORD PAYMENT" This way we don't have to bring up each Invoice plus the client only receives one "Thank You" email. The problem is how do we get the thank you email to include more than one invoice number when our thank you email reads like the following: Dear %FirstName%, This is just a courtesy email to let you know that we have now received your remittance against
Quarterly Recurring Invoice
Hi Please can I put in a request for a Quarterly recurring invoice option which is currently missing from the option list. It has monthly, yearly recurring but should also have Quarterly. Thanks Gene
How do I prevent other users on my invoicing system from seeing invoices generated by the admin user?
I have just about recently started using Zoho invoice but I am really disappointed to note that all users have access to other invoice information/ payment / client details. Is there a way to restrict users from accessing admin generated customers/ invoices etc? If there is none, I will be forced to pay for 2 accounts instead of combining invoicing into a single account.
How can I import Zoho Books invoice to Zoho Invoice to use the new Zoho Invoice Android app ? Only way export/import csv file ?
Is the only way the export/import function of Zoho Books and Zoho Invoice ? My invoice template in Zoho Books is heavy customized.
Inventory Management, Group taxes | Print PDF
Hello I have 2 problems: 1) I need Inventory Management and Group taxes. Zoho Invoice supports group taxes but no inventory management and Zoho CRM supports inventory management but no group taxes. --> Please add a simple field by Zoho Invoice with products QTY. 2) I need to print all invoices. --> Please add button that marked invoices should be converted in one big PDF file. Thanks
Change column
Hi guys, We run an executive travel business and the 1st column in our invoices is a 'Date' column and not an 'Item'. Is it possible to reconfigure the 1st column with a date rather than an item? I'm a ZOHO virgin so any assistance would be welcome. Many thanks, Matt
Add Expense Category in Zoho Invoice Android App
Hello! Our development team have once again got some wonderful news for Zoho Invoice android app users who spend a lot of time recording expenses. You don't have to turn to the web app anymore just to add an expense category. You can do it right from your android app! You can add, edit or delete the expense category. Didn't I say it was wonderful :) Read more about it on our blog. The latest version of Zoho Invoice android app (1.6.2) is up for you to download in the Google Play. For those of you
Is it possible to add a non-user staff member for time tracking
I want to be able to track each individual staff member's time contribution in a project on Zoho Invoice, but I have no interest in making them users - this is strictly data collection for my use in determining staffing needs. Is there a way to add staff for time tracking without adding new users? I've gone through everything I can think of... I'm hoping the answer is right in front of me. Thank you!
Zoho custom quote to order confirmation to Invoice
I have loaded our leads contacts into ZOHO CRM with email add on. The CRM part is great to accumulate all interaction with leads which then purchase and become contacts to seel to again in future. Now i need to convert our filemaker pro templates to the invoice and Sales order Zoho system. How can I make a customer template as refined as Filemaker pro in Zoho? DAve 914-523-9978
%TaxName% and %TaxValue% are empty
I just sent an email to support but just now noticed the New Topic button so I will post here as well. We think we have decided to go with Zoho Invoice and have spend DAYS customizing an Invoice and it's just about there except suddenly %TaxName% and %TaxValue% are empty. The variable is replaced with nothing. All the other place holders work fine in this invoice and %TaxName% and %TaxValue% work fine in other templates just not in the final version of the template. I've deleted and re-added, I've
Exporting into Excel
When I export from zoho invoicing into excel i get €1,756.45 turns into €1.756,45 how can i change the settings for this ?
customer catagories
Hi guys, i have a small business and have played around with zoho invoice, with the hope of switching over - as i liked the android compatibly (i.e. i can invoice from my mobile phone) the software has a very clean layout, is simple to use and has some great features. there are a few things though ive noticed, which are standard in other software and i find really usefull, and sure other business would too, that are missing in zoho invoice. i have listed them below. please let me know if any are
Automatic late fees are incorrect
I added an auto invoice due on the 10th. I received the payment on the 8th, but didnt' enter it until the 12th. I entered the payment details correctly indicating it was received on the 8th, but the system still applied a late fee. How do I correct this?
auto bcc contact for every invoice/estimate sent
Hi Is there a way I could automatically bcc an email address with every invoice or estimate sent via zoho invoices?
What is a P.O#?
Can someone tell me what the P.O# number is or stands fora and how to utilize it? Thanks Kit
Zoho Invoice - Thank You Payment Email Template - Placeholders not working?
Hi Do the place holders for Billing Address work with a Payment Thankyou Email template? For some reason these place holders don't seem to be translating into their respective values: %CustomerBAddress% %CustomerCFValue1% %CustomerBAddress% %CustomerBCity% %CustomerBCode% Thanks Gene
payment gateway setup and saved - but still get warning that I need to set it up
I have setup a PayPal standard payment gateway. I have an invoice ready to go and I still get the warning at top that says the gateway needs to be setup? Why? How do I get the system to see that I have a payment method setup? Rick
Amount entered is more than the balance due
In real case, client may pay more than the balance due. Can it allow to do so and the extra amount record in the balance for next open balance?
Snail Mail not working
Has anyone else noticed for the last 4 days snail mail has not worked. Everytime you use the option it says "Sorry, we are unable to send the snail mail at this time. Please try again later." I contacted support several times - they seem to have no idea. Zoho support could be one of the worst i've ever seen.
Show invoices un my website??
Hi, i need to know is there a way to show the invoices or estimates in a website for each client, that he can log in and he can see their invoices and estimates , and every time that i create an invoice in zoho invoice sync with my site, i think the solution could be an integration of zoho invoice with joomla or other cms , well or integration with zoho sites , well i hope you can help me , thanks in advance
Credits not working in Zoho INVOICE
Dear Support Credits are not registering in Zoho INVOICE. I apply a credit and the credit shows up as applied on the INVOICE but the balance due is unaffected. A screenshot is attached. This has never happened before and I have duplicated it on 3 different customers with credits owing. Neal Bennett
This is pathetically unacceptable service
Service down, no info on forums, customer support hangs up. Really, what kind of operation are you running?
Error Page
I'm getting a custom 404 "There is now web page matching this request. Please try again" when I try and add items, even when I click on the Support tab on the right of the screen.
Zoho Invoice Service Interruption - Root Cause Analysis
On May 31st 2012, between 8:43 PDT and 9:37 PDT Zoho Invoice was unreachable. This being a month end, many of our customers were affected and we deeply apologize for this interruption in service. I am sharing our findings on the root cause of this service interruption here and lessons that we had learned. The key flaw that caused this outage was a database operation that resulted in the Zoho Invoice MYSQL master database going down. When the MYSQL master server goes down, we have a MYSQL slave
CRM and Invoice Integration
The main reason I'm using Zoho CRM is the ability to make the work with multiple organizations. I work full time in sales for a heating company and track all my leads in Zoho CRM, I do real estate where I also track my leads there, as well as owning a consulting company that I invoice for, as well as a separate window company that I invoice for. I noticed you can create multiple organizations in Zoho Invoice but is there any possible way to sync more that one Zoho Invoice organization with my Zoho
Zoho invoice Android
when will u have the template change? it helps when we want to use the phone to print a Delivery Order Template. please hurry. also.. the search sucks really bad.. we cant search description or name to reference certain customer's purchase history / pricing.. cant do it on the go.. so it sucks a lil this way. do hurry! it'll be pretty good after that!
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