Please change pack the method for "recording payments" to how it was before
Hi Zoho, I noticed that you suddenly have changed the design and method for recording payment. Before your change, record payment was a simple action to make. I just had follow below easy steps. 1) Click on the actual invoice 2) Press the link that says "record payment" 3) Then press "OK" and then the invoice is saved as "payment done". Now, with your new design, I have to do the following steps. 1) Click on the actual invoice 2) Press the link that says "record payment" 3) Enter information the
Planned service upgrade rescheduled for 18th Dec 2011
Dear All, We had planned an upgrade to Zoho Invoice on 17th Dec 2011. Unfortunately, we had to postpone this and now it will happen on Sunday, 18th Dec 2011 between 9:00 AM and 11:00 AM GMT. Apologies, for the inconvenience and thanks so much for your patience. Regards Prashant
customer statement
Is there a way to print a customer statement that only shows open invoices?
Help giving discount for on time payments
How do I give a customer a discount in % for paying on time? I see the late penalty. I want to do the same thing for early or on time payments
How can use three taxes at same time on an invoice?
I saw the you solved our problem about the pre paid taxes, but in Italy we also another tax (only the professionists) that may vary from 2% to 4% tobe added to the amount of the invoice. Per example: service $ 100.00 RIVALSA INPS 4% $ 4.00 V.A.T. 20% $ 20.80 Ritenuta d'acconto -20% $ -20.80 Total $ 104.00 Can ZoHo invoice do that? How? Thanks in advance Massimiliano Scaletti
the fields %TaxName% and %TaxValue% disappear
First of all sorry for my english! I'm trying to work with Zoho Invoice! I have to solve 2 problems: 1 - I customized the invoice template but when I export it to PDF, the fields %TaxName% and %TaxValue% disappear. The fields work correctly except when I export them to PDF. 2 - Is it possible to manage multiple expiration date in the same invoice? for example total invoice € 1.200 expiration date : on 31/01 € 600 and on 31/03 € 600. How have I to do? Thanks in advanced for your answer. You find here
reminders
Firstly, let me say that Zoho Invoice is great and helps my business be more professional and easy to manage. are there plans to include more reminder options? Currently there are 3 emails sent out over a period. can it be changed to keep sending until payments are posted?
Custom invoice template
Hello, I try to integrate two days since my template to zoho invoice. The result does not suit me. I would like to have a result like this: http://bgstudio.be/invoice/zohotemplate.pdf Could someone help me please? Thank you in advance
TaxValue issue
Hi everyone, I'm a new user to zoho invoice and i have an issue with the quotation template. I've personnalized a template, it works fine for a few day but then the tax value var are blanks when I export my quote in PDF. If a select a default template the values are here but with mine it's empty. I'm using this line to display the tax value : <tr> <td style="font-family:arial;font-size:14px;">TVA</td> <td style="font-family:arial;font-size:14px;text-align:right;"
payment > invoice
Hi, A few of our more regular customers sometimes make payments for several invoices at once (in one payment that is). Currently we manually split to payment to the invoices, but as we would like the payments in Zoho to reflect the actual received amounts on our bankstatement, I was wondering if the following feature might be worth adding: 'add payment' button on the customer page enter an amount, and give to options: apply to oldest open invoices manually select invoices and enter amount per invoiceMaybe
Customer details are not available for imported invoices.
Recently I have imported invoices from another platform, updated customers details, added address, contact details etc. and found that all imported invoices does not have any billing information from company details. It is look like, invoices are detached from customer record, I don't know is it bug or feature, but it doesn't seems right to me. By updating customer details I'm expecting that all related records would use same details as it reference, updating records manually each time I change something
Reduccion del tamaño de la factura
Necesito que la factura y la cotizacion queden en un tamaño diferente por ejemplo media carta como puedo reducirla?
UI Question
So when I am working within a client screen and it shows a list of overdue or unpaid invoices for that client I click on one invoice to mark it paid and add the info. Once I hit enter it takes me back to the main invoice screen and then I have to re-navigate back to that client or invoice again. I think it should take you back to the last screen you were working on not the main invoice screen especially since the search bar has been removed. Any comments or work arounds on this?
invoice only works with one language
Zoho Invoice is such an easy and powerful tool to use. I've found it is what I really want and am ready to become a regular user. Before that, I'd like to ask a question to see if there's a way around that. Our business needs to display English and Chinese. Chinese is for terms and conditions, and English is for our accountant and the local taxation office. We set our system language to English and are able to type Chinese, and these Chinese characters are exactly what they're supposed to look
Using multiple addresses on Estimates
I have multiple offices in several cities. I want the quote to reflect which office it came from depending on the customer. I currently have to go in and manually change my address every time I am doing an invoice for a different city. Is there a way to choose office addresses?
Importing Invoices
Hey guys, I'm still testing this software out. I'm trying to import invoices that I exported from quickbooks. I've got around 400 invoices, but the free version only allows 5 invoices per month. Is there a way I can import all of these or do I need to pay the monthly fee? If I have to pay the fee, I'd need the $25 per month account just to import all of these, but I realistically only create 25-35 invoices per month. If I have to subscribe at $25 to get my invoices imported, can I go down to the
which version do i need to import invoices please?
I dont have the button there at the moment. Thank you
Custom template for fixed cost projects?
Hi there, I allready create a custom template for my normal invoices, based on project hours. And it works fine. But now i've got a simple project with a fixed price for everything. As there are no time informations, I understand that I may need another template. So I took a predefined "fix cost" template and tried to change it to fit my design. But without success. I was not sure, if I did everything right, or missed something, so I tried again, this time with just a small text change. But again,
Is there a facility to recommend Zoho Invoice to friends?
Hi, I'd like to recommend Zoho Invoice to friends and wonder if I would get anything in return for getting others to sign up. If I don't ask, I don't get! Regards Graham
Import Zoho Invoice into Zoho Books - Message: "This user is not associated with any organization."
..how do I associated my Zoho Books account with my Zoho Invoice account?
Invoicing timesheets
A few weeks ago I logged time against a project and created a couple of invoices. Today I did the same thing: logged time in the Timesheets. the entries show up as unfilled along with the billed ones. The problem is I cannot figure out how to create an invoice from the unbilled timesheet entries even though i have done it before. either i'm blind, or something changed! could someone help. feeling so stupid right now :) thanks
Tax Exempt Customers
The "Setting up Tax Details" portion of the docs uses Canadian tax rates (5% GST & 7% PST) for the illustration. I take this to mean that Zoho Invoice should be able to handle Canadian tax scenarios. Unfortunately, I can't seem to find any way to flag a customer as tax exempt. We have many customers who are PST exempt, for instance. Am I perhaps missing something, or is this feature not currently implemented? Thank you for your attention, Steph
Automatic Zoho Invoice number per customer account?
Is there a way I can generate a new automatic invoice number generated with a code based on the customer name? So if IBM was invoiced, the first invoice may be IBM-1000, second: IBM-1001 etc.
Incorrect letter spacing in exported PDF
Hi there, I've created a custom Invoice template, but when it's exported as PDF the letter spacing is incorrect. The characters are too close to each other, or the spacing is too wide. This messes up the whole lay-out. To illustrate what's bothering me,i've included three files: - An image wich shows the letter-spacing problem and the Fonts handling in the Document properties. - A predefined template (N_2011_066.pdf), with correct letter spacing. - A custom template (N_2011_66-custom.pdf), this is
Aging Summary - Thank you, Thank you, Thank you, ....
Thank you Zoho for a wonderful product and affordable tool to your users. The passing on of your product to us (your customers) becomes part of 'our' service to 'our' customers. You, us and our customers is a triangle. What you cannot escape is faith. Faith is earned through service. I lose customers because faith is lost, either because service is lost or superior elsewhere. So, let's look at the evidence of service on a particular idea with Zoho: nagendra1 2 years ago to mposen "Thanks for the
API - Estimate Status
Hi! Is there a definition which status in the API is which status in the interface for Zoho Invoice and Estimates? Thanks Patrick
Service upgrade scheduled for 17th Dec 2011
A service upgrade is planned for Zoho Invoice on Saturday the 17th of December 2011, between 9am and 11am GMT. Zoho Invoice will be inaccessible during the time. We'll be immensely thankful if you can plan your accounting ahead, to avoid any inconvenience. Oh and a little secret is that we may also be moving in some sumptuous features in during this upgrade, do watch this space for updates related to that. Thanks in advance. The Zoho Invoice team
how to setting exchange rate?
Pls answer me by email: contact@aliceshops.com Thanks & Regards
Creating a link between Estimates and Invoices
I tried to find Support but can not find it any more so I will post this here. Nearly all my business involves creating quotations (estimates), getting an order, and then, creating an invoice from my quotation. It would be really really really nice if, when I created an invoice from the quotation, something was created to link the two. In my ideal world, when I look at the listing of Estimates, instead of seeing "Invoiced", I saw "Inv-1234" One complication is that sometimes there is more than one
Custom Invoice Template - no tax name - no tax value
Hi there! I created a custom template for invoice and everything works fine, except for the placeholders %TaxName% and %TaxValue%. When I test my invoice with some data anything is ok, until I create the pdf file. It's obvious there is a problem with the placeholders. Seems there are getting replace, but with nothing more than an empty string. I dont understand why? I attached a textfile containing the hole template I use. Please could someone help me with this?! Cheers, Frank
Adding hours per project based upon multiple people working that is not based on 24 hour format
I would like to assign a project and have it track by total hours that is not limited to the 24 hour/day format. Example: I have 5 people working on day 1 for 6 hours and I would like to be able to assign 30 hours to the project for that day without having to individually put each person into the project and assigning individual hours to each person. Currently If the amount of total hours exceeds 24 it will not let you continue the project hour documentation. The next day the project amount of
Integrating freemium product customers sold on wordpress site to Zoho
We are trying to integrate our orders collected online via wordpress to zoho to manage our customers -- should our site talk directly to the zoho invoice module then our contacts go from there to the CRM or should the site talk to CRM and we import customers from there into the invoice module? Just confused on how the CRM contacts talks to invoice ap contacts when all of our contacts are originating from our website.
Quick Search and PO number are Back !
Dear Customers, We want to thank you for your feedback and comments for the recent user interface changes. As requested, we've brought the 'Quick Search' option back to all modules. Not just that, we've gone one step ahead and now you can search for anything, by selecting the correct module from the drop list in quick search. We understand the difficulties that you had faced while searching for a particular invoice/estimate. We're happy to say that we've introduced the 'Reference Field' /P.O # in
Paypal Integration
Hi, i am using supersaas to rent rehearsal rooms. After the booking the customers are forwarded to paypal. I would like to automate the invoicing from paypal but i could not find the setting how to receive automatically the information from paypal. Can you please help? Kind regards, Csaba
Zoho Invoice and its backwards payments received
In business many occasions we receive checks which cover 2 or 3 invoices. When adding payments to the system we're forced to go to each invoice and mark them paid instead of adding a single payment at once and selecting the invoices being paid. Other then this wasting unnecessary time, it also screws up accounting when looking at reports. We end up looking for payment amounts we supposedly received but they do not exist since it was a one single large payment. It also forces us to send multiple payment received /
creating an invoice for several estimates
I am using the estimates form for a work order generator. \itIorks fine for that portion but I now want to create a single invoice for multiple work orders automatically. This occurs if a job goes more than one day for instance. Any help out there?
Add flag that indicates when check are presented to the bank
Hi, We received a client payment by check. After we present the check to our bank. At the end of each month we check that we received all our payment on the banking account. We would need a flag on payment to indicates if the correct amount appears on our banking account reports. EDIT: The flag could be placed in payment reports (list of payemen during the period) or could be a status for "payment encashement" or something like that. Thanks,
How do I change font size and colour of text in the signature area?
How do I change the font size and colour in the signature area? Regards Graham
expense vs cost
I deal with computer hardware and software, and i buy from various sources, is there a way to keep track of what i purchase from a vendor and tie it to a invoice Example Customer 1 wants upgraded memory, i purchase memory from amazon.com it is $40.00 can i tie that expense to a invoice but not show the actual cost i would like it to include my selling cost to my customer so that way they don't see that i only paid "X amount of $$ for the purchase instead of there purchase price" Thank you
HELP! Rolling Payment Policy
Hi we have a rolling payment policy were customer only pays for items which they have sold. so how do i invoice this to customers??? eg. 1st month we supply customers with 10 boxes - we invoice customer but customer does not pay any money 2nd month the customer only pays for 5 boxes that they sold and the remaining 5 still on the shelf. so we stock up further 5 to the original 10 boxes (sometime even more). how can i intergrade this scenario into Zoho invoice????/ so that we dont have reaccuring
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