HELP! need to delete column
hello, i'm having a hard time trying to customize an invoice template i have watched the video and followed all the instructions on here and i cant get the little x to pop up so i can remove a column please help
Invoice number being converted to date field when exporting to CSV or viewing in Zoho Sheet
We have a serious problem. We currently use a prefix of "11-" and then use auto generation of invoice number. For example the complete invoice number would be "11-5983". When we export the invoices to CSV or view in Zoho sheet it converts these invoice numbers to a date field. We need a fix for this.
Modifying a template doesn't work any more
I get this error message (dutch version): ID voor de "Itemtabel" moet gespecificeerd worden als "lijnitem". De itemtabel is de tabel met de naam van het item, hoeveelheid, tarief, enz.
Add Office 2007/2010 fonts (Calibri, Cambria, etc)
Add the Office 2007/2010 fonts (Calibri, Cambria, etc) so the estimate/invoice PDF can be generated using these fonts. All of our estimates also include a proposal document, which is written in Office 2007/2010. For branding and consistency purposes, it's important that all fonts match.
Multiple Users
We have 3 sales guys on the road and currently they email HQ to invoice but it would be great if we could have a multi user for the invoice module so that we can give them the access to do this and they only see there invoicing etc
LABELS FOR INVOICES
Hi, i would like to ask if you can implement this simple but very useful feature in everyday life for ZOHO invoices. Can i have a simple label or a sticky that can be color coded like google labels to any or each invoice? And an invoice to have multiple labels to be stuck to it? with a little x to remove it? Why- because sometimes there are some notes we stick on invoices to remind us of certain things. This would greatly help if it can be bonded into the search. simple personal notes for us as normal
Payment Options
I am new to Zoho Invoicing. I own a small outdoor advertising business and I am very interested in using this program for my invoicing needs. I would like to give my customers the option to pay their bill via bank to bank payment but NOT via credit cards (as I don't want to give up the 2.9% fee). Is there an option in Zoho to only allow this or is this something I would have to set up in Paypal (or someother payment tool)?
PLEASE REMOVE THE CURRENCY DENOMINATION AT THE TOTALS!!
please go back to the $ sign. putting the currency denomination there makes life difficult. especially since when we can revert back and forth between currencies! i can make a notation at the bottom saying "this invoice is in US Dollars" GO BACK TO WHAT WORKS PLEASE!
Message sent confirmation
Hi the team, I send my first invoice from Zoho Invoice, and when I've click on the send button, there were no confirmation for sending (I've seen the loading in the bottom bar of chrome). I was thinking, that wasn't been sent, so I click once again, the send an invoice form was still open with no confirmatio, and so I check for to be sure in my webmail (because I was in copy), and what a surprise to see that the message have been send twice ! So I think there's an issue with this feature. Sarah
Snail Mail Not Being Sent
I've been "sending" invoices via zoho snail mail for several months. Turns out, may of the invoices weren't sent at all. Zoho doesn't notify users, Users have to go to snail mail history for each invoice to find out whether or not it was sent. Think about that for a second. Create an invoice, send Snail Mail, wait a few hours (because it shows in the Queue for a while), then manually go in and check to see if it was processed. I have invoices as far back as May that I thought were sent but were not.
Add Item by taping the Item Code instead of selecting a code in a list.
Hi, Currently, we have to select a item code in a list in order to add an item. It would be better if we could just tape item code in the field, then description, rate, etc..; would be filled automatically. Regards,
Automatic email send for recurring invoice
Hello, is possible to set a reminder email to send with recurring invoce before the due date? For example 14 and 7 days before? So the client have something for remind when is the day for the payment. Thnx Michele
Dose Zoho invoice support at least 17 items?
I'm having issues with another online invoicing app. When I try to add payments to an invoice the page freezes. I've asked their customer service and they tell me that I have too many items, but my invoices sometimes need 12-17 items, so they're out. Dose Zoho invoice support at least 17 items, or will it crash too?
Error on creating an invoice
Hello, I try to create an invoice but I get an error, code:4 XMLString should be a part of the request even if I send the XMLString by POST encoded. Can anyone help me? Another question: if I want to create an invoice do I have to create a customer first to attach the invoice? Thank you, Bianca
Error creating invoice from timesheet
I am getting the following error when trying to create an invoice from a timesheet : Please enter the staffs rate. I cannot find where I need to go to enter the staff rate. The staff person in question is me, and I am the only staff. Can you help me on this? Thanks, Kevin
code error 4 - XMLString should be a part of the request
Hello, Try to add an invoice from php using curl but I get "XMLString should be a part of the request" error. My code is simple $query = urlencode('authtoken='.AUTHTOKEN.'&apikey='.APIKey.'&SCOPE'.scope.'&XMLString='.$xml); $x = curl_init("https://invoice.zoho.com/api/invoices/create"); curl_setopt($x, CURLOPT_HEADER, 0); curl_setopt($x, CURLOPT_POST, 1); curl_setopt($x, CURLOPT_POSTFIELDS, $query); curl_setopt($x, CURLOPT_FOLLOWLOCATION, 0); curl_setopt($x, CURLOPT_RETURNTRANSFER, 1); $data = curl_exec($x);
pdf and print not possible
Hi First of all: I'm new into Zoho, which might be the reason for this bug report... However, when I try to do a pdf export or a print of an invoice, I get a warning, which translated is something like: "IE can't get ExportAction.do from invoice.zoho.com. IE could not open this internet site. The site is either not accessible or couldn't be found. Try again later". What do do? Regards Carsten Richter & Lund
Zoho Invoice + Zoho Sheet
Did you know that you can view your data and reports in Zoho Sheet? Now how does that life simpler for you... You can work on any math with right there on Zoho Sheet Export it from Zoho Sheet into formats like csv, tsv, xls, html, pdf, etc. Here's are some screen captures to show you how we do it: Select the View in Zoho Sheet option This is how the view will be.
Can't "View in Zoho sheet"
At one time, clicking on "View in Zoho Sheet" from any of the tables containing said link would generate the expected output. However, for months now, all I receive is a blank output regardless of what I'm attempting to view in Zoho Sheet (Invoices, Customers, Estimates, etc). Zoho support has failed to get back to me on this issue, so I'm wondering if I'm an isolated case or if others are seeing this issue. STR (Steps to Reproduce) are pretty straight-forward. . .Select any "list" (tab) in Zoho
Scrool Invoices details
Hi, 1/ In invoive wiew details, it would be convenient if we could move from an invoice to another by clicking on arrow left or right. In Zoho CRM we can do it for activities. 2/ Stock Management as well would be great ( can be include with integration with Zoho CRM). Thanks,
How can I add a discount code in my form?
How can setup an option in my form so that people can fill-in a special discount code (voucher) and receive discount off the price item?
Can I create a field and enter the drivers name as a vendor?
I have a courier company and I use independent contractors (vendors). Is there any way that a ZOHO invoice can be edited so I can create a field and enter the drivers name as a vendor? Math would be nice too, they bet paid a % of the invoice. Any workarounds? Thanks Vic
Invoice Module
Is it down or did you make changes I'm not aware of?
Google Apps Users
I am the admin for my families Google Apps domain. My wife needs to use Zoho Invoice so I installed it from Marketplace. However my user id is automatically added to the Zoho Invoice Users... we only want to use the FREE edition of Zoho Invoice. How can I as the Google Apps Administrator install Zoho Invoice but have a different user as the Zoho Invoice user under the free plan? Thanks Sean
How do you set the past due date for a invoice.
After one day they are showing up as overdue.
Introducing the iPhone App for Zoho Invoice
Now you can invoice on the go from your iPhone through the Zoho Invoice iPhone app. Our iPhone app is available at the apps store for download. The app is special in more ways than one: An impeccable UI takes your invoicing experience to a whole new level That's a first native app we've come up with It's available for FREE!!!!! Yeah, absolutely Free. No brainer there, we just wanted to make our users to enjoy the app no strings attachedHere some snapshots of the app: For the real experience, head
iPhone compatible
is there any plan to configure zoho invoice to be iPhone friendly?
BLACKBERRY COMPATIBILITY
Dear sirs, I am really excited at the idea of managing Zoho invoice thru my Blackberry device (bold as of today), I don't need to create invoice on the go, i simply need to view and manage data stored in my zoho invoice. Please help me because that's gonna be the killer application for it. I am a Finance Manager and use zoho in a small company; i am thinking to switch to zoho in another MEDIUM company, but the fact i cannot use it thru my mobile device is frustrating because our current system is
Introducing the Android app for Zoho Invoice
We launched the Zoho Invoice app for Android devices recently. Ever since we launched the Zoho Invoice iPhone app, we had requests pouring in for an Android app. We had no choice but to oblige considering the volume of requests. So here it is the much requested for Android app. Download this app for free at the Android Market linked below: https://market.android.com/details?id=com.zoho.invoice&feature=search_result For a more extensive review of the app please read our blog post: https://blogs.zoho.com/general/zoho-loves-android-announcing-our-first-android-app-for-zoho-invoice
How to get a customfield response via API?
Hi! What kind of name convention is used for getting ghte custom fields from invoice and estimate through the api? Thanks Patrick
How do I get my Contact's name above the shipping/billing address on my invoices?
How do I get the name of my Contact to show up above the Billing and/or shipping address on my invoices?
Tax name and value not appearing on invoice pdf
I have the placeholders for tax name and tax value on my invoice template but they do not appear on the pdf. There is a blank line instead beneath the sub-total, then the total appears which has correctly added in the tax. I have another invoice template that has this section entered exactly the same and it works as it should. The only difference between the two templates is an extra column to show a discount. I would appreciate some help on this ASAP. Thanks. Cathy
Invoice API search customer
When trying to find a specific customer through the API by using https://invoice.zoho.com/api/search/customers/?authtoken=ec3e4dxxxxxxxxxxxxxxxxx&scope=invoiceapi&apikey=b77ebxxxxxxxxxxxx&searchtext=brocom it produces the following error: <Response status="0"> <Code>5</Code> <Message> <![CDATA[ Invalid URL Passed ]]> </Message> </Response> What am I doing wrong ?
best practice for refunding deposits
What is the best way to handle the following scenario: 1. Customer pays a deposit to secure a booking for an appointment. 2. Customer cancels their appointment and their deposit is refunded. We need to record the initial payment and the refund, however, we obviously do not wish to record the sale as it never eventuated and it also is not a 'bad debt' that should be written off. At the moment I am changing the the item on the invoice to a $0 amount and showing the refund as a negative 'payment'.
Paypal notice?
Google Checkout (before Zoho) sends me notices that people have paid. I'm new to using Paypal (and have had a business account for several years) so I would like to know if it will too without any using any settings? If so where can I find them? Paypal is now showing on my invoices along with Google Checkout. I plan on using Zoho on a tablet while between my courier orders. All this and I fear that my trial will expire before I can make a decision, but I think I can get by using the 8 dollar a month
Can't create a new Credit Note
hi When I create a new credit note it just keeps on coming up with message: The credit note# specified already exists. But when I search for the existing credit note it is not listed anywhere. Please can you assist. Rgds Gene
import customer info from Zoho CRM to invoice
Hi: Have a quick question: If I have 3 new customers in CRM today, and I want to import them into ZOHO Invoice account, so far I know I need to import all the customers (including the old customers and 3 new customers in CRM) to Invoice account. Is that correct? What if I have thousands of old customers in CRM, because I need import those 3 new customers, I need to import all of them? Seems unreasonable. May be I am missing something here. Thanks. James
Why does my sent invoice emails say "Make payment via PayPal." when I have Paypal and Google Checkout set up
Why does my sent invoice emails say "Make payment via PayPal." when I have Paypal and Google Checkout set up? When the link is hit there are both choices though.
More than 500 characters in the description
I need to include descriptions longer than 500 characters in quotes. How can you do? Thanks Claudio
integration with Zoho Creator app
I have developed a custom CRM app in Zoho Creator which I would now like to integrate with Zoho Invoice via the API so our staff can generate invoices from within our app. We need to populate certain custom fields (e.g. "Medicare Provider No.", etc) depending on which person in our organisation is providing the services to the client. I can't find any details in the API documentation pertaining to this. Any advice or assistance would be much appreciated. Thanks, Anton
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