Recurring invoices : modify the due date
Hi, I've some recurring invoices that's are actif. I'd like to change the due date of every of this invoices. How can I modify this date because I don't see such button for doing that. Could you help me? Thanks a lot, Phil
Primary contact instead of the selected one?
Hi, Is it possible to have the selected contact's %FirstName% %LastName% when printing out the invoice? Currently, the primary contact's name is printed, disregarding the selection made at invoice form. Is it a bug or it's realy meant so? Best regards, Alexey.
Authorize.net expiration date issue
I have an authorize.net payment gateway. I tried to run a live small charge & it is denied. It says issuer denied it. I call CC co & they say the expiration date is off. The expiration is off by one month. I entered February & the CC co says it was sent by the merchant as March. Can someone tell me why the payment form sends March for when I enter 02 as the month?
Automated sending on recurring invoices?
Hi, I've been Googling a bit on this subject and can't seem to find a discussion with concrete information. It's mostly partial answers. Is it possible to configure a recurring invoice to be automatically sent via Email to the client on the 1st of each month (just like a manually sent invoice) as well as having the automated payment reminders when the invoice is due 15 days before, etc? I know how to configure the automated payment reminders. I am confused because the discussion I read seemed to
Contact disappears from Zoho CRM when fetched again
Hi I imported my contacts from Zoho CRM to Zoho Invoice with ZSC key which worked fine. I then edited contact details in Zoho CRM for a contact. I then selected in Zoho Invoice "Fetch again From Zoho CRM" The record has now disappeared from Zoho Invoice so I can't fetch details. Please can you explain. Thanks Gene
Cannot get to my invoicing!
I rely heavily on the invoicing for my small business...Always wondered what would happen if Zoho lost all my information...At the moment, I cannot access my account. Error message says "There is no web page matching this request..." When I called, I got an automated response saying no one is available to help me, please leave a message!
Zoho Invoice offline?
I am not able to access Zoho Invoice and I'm getting this message: Zoho Invoice There is no web page matching this request. Please try again. 1. The address entered maybe incorrect, please check and try again. 2. The page you are looking for does not exist. Is this happening to anyone else? I'm concerned because I have business history there. Any ideas?
Sort Order of Contacts in Zoho Invoice
Hi I have imported contacts from Zoho CRM into Zoho Invoice and requested automatic updates. I've noticed though, the sort order in Zoho Invoice does not match Zoho CRM contacts. It seems in Zoho Invoice, to take the Salutation into account as part of the first name sort order. Which doesn't make any sense. Please can you advise how we would view sort order of contacts in Zoho Invoice just by First Name or Last Name. Many thanks Gene
Cannot delete columns on Invoice template
Hi I cannot select the table or delete a column in the Invoice template. using Safari on a mac.
Location in Email Template
Why is the Company Location not showing up in the email template I've created?
Days open
Hello, I would very much like to have a report where I can see how many days the open invoice are open (not paid). I can see which invoices are overdue, but I have to calculate myself how many days. Thanks! Bas
Subscription Plans
Hi, It bothers me each time I view the subscription plans and I couldn't figure it out; besides the upgrade-downgrade, until now. It doesn't make sense to have Unlimited Customers, Limited Customers, then Unlimited Customers! The plans only differentiate in the amount of users rather than customers. Simply have all the plans Unlimited Customers, estimates, etc.; except the number of users would be different. Obviously Zoho wants the standard {low | medium | high}, so leave it at {2 Users
Insert Dates for item billings
Hi, I am new to Zoho invoice and have signed up a subscription plan. I would like to insert billing dates into my recurring invoices as follow :- Recurring Monthly Service Fee 01 May 2012 - 31 May 2012 $25.00 Currently, I would have to manually create 12 items from Jan - Dec 2012 each $25.00 and then each month, i will have to create an invoice. I have 200+ invoices which i have to create each month, inserting the relevant month(i.e. relevant item list) However
Schedule reports or users that can login and pull reports
Have been a long time user of invoices and I love it as a service, it for fills many of or my requirements, however I have recently expanded and now have re sellers. With these re sellers i send them invoices for various services, at time they can have a bunch of opened invoices, and they have requested monthly reports on these. This is something that I have to create manually via customer and then export and then send. I would love the ability to create a report, save its variables and then schedule
more detailed sales reporting
I would like to drill down my sales report by item and customer, so i can tell in month 2, how many items of x and y, each customer bought.
Timesheet entries - unbilled to invoiced?
How do I change unbilled entries to invoiced without actually generating an invoice? I have entered details from another system to keep all details together but obviously do not want to produce new invoices etc.
Edit Invoice bug: after editing an invoice clicking Save does not save changes
Using latest Chrome browser (19.0.1084.46) I have tried editing the description of a line item and it will no save. I also tried re-adding the line item and deleting the original; this will not save either. After clicking Save the invoice reverts to its previous state. So I tried Internet Explorer 8, same problem. Help? Thanks!
Why is customer relation number not available in Zoho Invoice?
Hi Zoho Invoice, If you have 10 customers with the same last name, or even same first name, how do you quickly find the correct record? Most CRM and Invoicing systems have a unique customer relation number assigned for each customer registered in the system. Wny is this very simple but so important function not available in Zoho Invoice? If a unique customer relation number is generated (auto numbering) each time you register a new customer, it will simplify the process of finding the right customer
Wufoo data to Zoho Invoice
Guys, is that possible to match the Wufoo form entries detail to Zoho invoice invoice entries (customer name, item, discount?)
Zoho Sites linked to Zoho Invoice
Hi Zoho Team, Thanks a lot for your great release zoho sites!! I'm very interested to see where you guys can go with such breathtaking solutions. I did not ask for e-commerce solution or website site solution since I was waiting for integration between Zoho reports-Zoho CRM and zoho Invoice. My questions is: 1/ How can create a website that allow my client to fill order that feed in Zoho Invoice ? Regards, PS: The topic Zoho sites is not available for the moment.
Page number on invoices, layout on invoice pages 2f
Hi there Would be fabulous to have page numbers on the Print Out/PDF-invoice pages. If you have 30 or so items in a single invoice, would be cool to have the normal first page layout on every following page, with just a page number added: 1/4 - 2/4 - 3/4 - 4/4... 4 example :-). Thanks for checking.
Paypal Payment Options
How do you add online (Paypal) payment options onto invoices? When I export my invoices there is no payment option. Need to send out invoices with this option ASAP!!! I also already have my paypal intergrated.
Customtemplates - Available fonts list
Hi, i am redesigning my custom invoice and estimates templates within INVOICE. Before I start, I'd like to know which fonts are supported? Is there a list or an overview somewhere? I couldn't find anything. Would be nice if you could help me out! Regards! Frank
Search ALL Modules in Zoho Invoices
I just want to say that the new search in Zoho Invoices is completely annoying, restrictive and counter productive! A) Is there the option to search across estimates, invoices, customers etc. AKA all modules form the search in the top right corner w/out having to select the drop down menu. This extra step is USELESS. B) Is there any plan to change it back to what it was. It was far better. Thank you, Trevor Trevor.Niblock@NiblockEnterprises.com
Timesheet Suggestions
Hi, A couple of feature request/suggestions for capturing time: 1. Add an option to the "Show" filter to only display non-invoiced time. 2. Add "start" and "end time" fields and have the system calculate the duration. This is important when working on multiple tasks. Thanks. Jack.
PAYMENT DELETION??
Zoho Invoice : Payment deletion process is too cumbersome! Help! If I make a typo I am screwed! Help1
Client additional fields dissapeared from client edition view
Hello. I use client additional fields to add some info like VAT number. But now if I try to create a new client or edit an existing one, this additional fields simply doesn't appear in the edit view and there is no way to change the value. Is it a bug? Or there is another way to do this? Thank you
Bug: Project "Based on Project Hours" -> Invoice (Foreign Currency)
Hi guys, I have started to use a free account of Zoho Invoice for evaluation purpose and if everything works as expected, I will migrate all my information to this service. The software has a lot of useful features, but I have found a problem with my workflow: I live in Spain, so I set my base currency as EUR. I have created a new customer using USD as currency. I have created a new project "Based on Project Hours" and I have introduced my hourly rate in USD. I have started to create tasks and log
PO # doesn't show in PDF after editing an invoice.
If I create an invoice, including a PO# at the time I create it, and export it as a PDF, the PO# appears as expected. If I edit an invoice after creation, and add a PO#, the PO# will not appear in the exported PDF, despite appearing in the summary. Any hints?
Cost of good field
Is there a way we can have cost of good sold as a field added to the back end of the invoicing procedure and available in reports?
One client (my organization) and multiple suppliers .How to create my own invoice ?
Hi , My suppliers don't produce invoices.I need to create my own invoices for them. Then I pay them for the goods I bought from them. In a nut shell, One client (my organization) and multiple suppliers . How can I use/configure Zoho invoice ? Thanks,
Restricting users from viewing all invoices
I would like to have 10 users, each user, can create their own invoices, however, when they choose to view all open invoices...it only shows the invoices they have created and not invoices the other users have created. Is this possible? Thanks in advance
Zoho Invoice: 2 rates ( B2B rate and B2C rate)
Hi, I would need to set up a B2B rate and a B2C rate for my items. Could you please provide a solution ? NB: - When some clients order for 50 units of the same item I'd like to apply a B2B rate (8 €/ units) - When other client order only 2 unites of the same item I'd to apply a B2C rate (15€/units) Regard,
Shipping status management
Hi, In our business, we sale goods and materials. We need to know whether or not we processed our Clients orders (i.e to send order to warehouse, to ship the order, to deliver to solve issues , etc...). Please find attached a description of that fields defined as attributes of invoices (Shipping status and shipping comments) to be displayed in the invoice tab. Regards Welfor
User rights
i would like to add a user, who when logs in, would see only Expenses part. I want him to add expenses only and not to see my invoices and other details. how can i do that?
Zoho Invoice: How to create an invoice from time tracking?
I am using Zoho Invoice only (not Zoho Project). Within Zoho Invoice, I can track time. However, I have not found a way to add the tracked time into an invoice. I can add other cost (say some software I resell) to the invoice at the time I generate the invoice, but it seems not possible to add the time spent in a similar way. If there is a way, I haven't found it yet. Can you give me a hint? Thanks Daniel
Link expense to existing invoice?
Is it possible to simply link an expense to an existing invoice? Many times I have small expenses that I would like to hold and place on an existing larger invoice. Is this possible? If not, then a check box in the expense detail stating "previously invoiced" or a text field where we can place the invoice number manually would be nice. This way, I wouldn't have so many un-billed expenses and I wouldn't have to send multiple small invoices out to my customers.
Recurring Invoice - PO / Reference #
Hi All, We use Zoho invoice for all our invoicing and think it's great. However one gripe: we use recurring invoices. We also use nicely formatted emails which include the PO/Reference field %ref%. But with recurring invoices, there is no way to populate this - even to say "Hosting Yearly Fees" so the end client gets an email (in the case of recurring invoices) saying "Ref: %ref%". This looks unprofessional and shoddy for an IT company such as ours. Surely an easy add-in to the recurring invoice
Customer Statement Templates
Hi I know Credit Note Templates have been proposed but I would also like to see Customer Statement templates. Thanks Gene
Lacking MAJOR Functionality and Support
Any updates on any of our outstanding issues? There are SEVERAL. Any updates on this? This service is currently not an option for us because we are not able to enter in credit card details ourselves, then run the payments through Authorize.net within Invoice, CRM, Books. Our salespeople collect the payment information over the phone, so in order for this to work for us, we would need to be able to run payments from within Zoho Invoice/Books or Zoho CRM, and automatically run recurring monthly payments.
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