email notices to team members
Hi. I've been using Zoho Invoice for some time now and I love it. Thank you. Is there a way to cc or bcc a team member when an estimate or invoice is sent to a client?
Terms & Conditions
It would be such a relief if we can have an area to introduce different T&C to different services we offer currently there is only one for all which is forcing us to use another software before we do i thought i would ask.
Logo Settings - System Logo skew
We are trying to upload the attached logo as our systems logo. Its attributes are 140px x 36px, slightly under the recommended 140px x 60px you list. Everytime we upload a logo, whether it matches the recommended settings or not it seems to get resized to a much smaller 28 x32 pixels. Can you help? Jason
invoice/ estimate state conversion button
is there any button to manually convert invoices or estimates between draft, closed, and etc?
zoho keeps signing out
i have tried for 25 minutes now, it keeps signing out itself, why is the quality so crap? why do we pay money then?
Tax Is Rounding Up
I just started using ZoHo Invoice and I noticed that our CA sales tax is getting rounded up to the nearest dollar. Why can't the amount just be the actual exact amount? Now when I enter the invoice into our accounting system, I have to make an adjusting entry to account for the rounded cents. For example, I have 3 taxable items on an invoice: 882.72 70.00 30.00 Total is 982.72 tax at 8.75% = 85.988 but the ZoHo invoice shows an event $86.00. It should be $85.99. Not much of an error but creates
Email reports
Hi, I'm new to Zoho, so forgive me if this is a basic question... I'd like to see what notifcation messages my customers have been sent since their last invoice was raised, so that if I need to send a manual follow up reminder, I can see whether or not I'll be bombarding them with the one message that the system already sends. Rgds, Michael
Import Items from zoho crm not working
I export products from Zoho CRM and then go to import on Zoho Invoice. I get an error to say that the import failed..... Should this feature work?
Import facture from Zoho creator
We prepare invoices in Zoho Creator and we would like to export to Zoho invoice to manage shipments, payments, ... Is this possible?
Can I Change currency of articles?
Hello.. I´m new here I´m trying to use ZOHO Invoice with my new company. Maybe can you help me: We are in Colombia and our base currency is Colombian pesos, but we have several articles that the price is in Dollars. It´s important that we can have the price of this articles in US Dollars because the dollar changes every day. 1. I already have an article in Us Dollars, but trying to add another that is in Colombian Pesos, that system show me only Us Dollars as currency. How I can change ths currency
Make line item description field bigger/expandable
I often find the description field to be way too small and is hard to edit: make the textbox automatically expand allow the quick-edit editor to be used to add some formatting
Copy estimate
I often have to start from scratch to make a new estimate or I have to copy/paste from an older one that looks similar. Would be nice to be able to create a new estimate based on an existing one.
Date format problem
Hi, I've a problem setting date format. I've to use DD-MM-YYYY, but when I open a new estimate it display "07-06-2009" and today it's 06-07-2009. Could you help me?
Translation problem
Hi, I'm finding many mistakes in the italian translation. Do you mind if I help you?
Sorting doesnt work
tried clicking the headers, nothign re-sorts. please do let me know.
page 2 or next buttons in items dont work
keep clicking it doesnt go to next page. neither will it allow the 200 qty to display all.
Departmental Invoicing
I am wanting to create an option to invoice and track per department - 3 in total. Is there a way outside of creating separate templates for each (easily done) that I can then look at invoices then generated from the specialized templates for summary? Thx
zoho invoice sometimes slow, sometimes dont work
why is this? sometimes its slow, sometimes there are issues with connection. please advise. hope u can make it as quick and fast like gmail!
Search function
its terrible!! cant search certain key words in descriptions . hard to hunt for certain things, if we made addtional notes in the decription area. how come search is not global ?
Printing/PDF support Traditional Chinese Character
I try to input some Chinese characters. I am happy it seems allow me to use Chinese character. However, the printout cannot support.
Sharing costumer between Zoho CRM and Zoho Invoice
Can i share costumer between Zoho Crm and Zoho Invoice ? if i can , how can i do this ?
Standard of measurement
Hi, I think it's a good idea to add a standard of measurement in the documents (estimate and invoice). i.e.: 8500 pieces (PCS) 90 inches (IN) More over... is it possible to enlarge Qty inputbox to write numbers like "999999"? Thank you!
Possible to bold, underline text?
Is it possible to bold, underline text in the Terms and Conditions field? Thanks for any help. Alex
Selected Estimates to only one Invoice
Hi, I'm trying Zoho Invoice. I've to send many estimates (to the same client) and then create only one invoice near the end of the month. Is there a way to do that? Thank you!
Create only one invoice collecting different estimates
Hi, I've to send many estimates to the same client and at the end of the month I've to create only one invoice for those. Is it possible? Thank you!
Logo not showing on invoices
We are using the "Professional" template and it works great except, the logo we uploaded does not show up on sent invoices. Please help.
Reset estimate auto-increment
Hi, I've removed my first test estimate. How could I reset auto-increment estimete number? Thank you!
Subscription Plans
Hi - we are a small (and growing) company and have been using Zoho invoice. Our average invoicing requirement is about 10-12 invoices per month. However the Basic plan offers 25 invoices which we are sure cannot be used all in one month by us and so would not like to make a recurring investment of $8 per month. Is it possible to have "pay per invoice" kind of pricing model for small companies like urs? Or may be if we can carry forward our unutilised invoices from the previous month to next month
Recurring profile issue - two invoices generated instead than one
Hello, on 01/01/2009 we've created a recurring profile which should generate an invoice every 181 days. The first invoice was generated on 01 of January, and the second invoice was automatically generated on 01 of July (yesterday): this is absolutely correct. BUT today, 02 of July, the same recurring profile has generated a new invoice, identical to the yesterday's one! If I look at the "generated invoices' list" for this profile, I see all the three invoices, dated 01/01/2009, 01/07/2009 and 02/07/2009.
Report - Sales by Customer by Currency
Hello Zoho Invoice Team, I have a request. I am curious to know how much I have earned each year within the three currencies I accept (CAD, AUD and USD). I like the "Sales by Customer" report which shows me how much each customer has been charged for the given time period followed by a grand total at the bottom. However, because I accept 3 different currencies, the grand total is incorrect. It would be nice to see a grand total for each currency accepted at the bottom of the report. This way
Restore to default ( erase everything)
Hi I am testing your service can everything be erase for my account I cannot delete two test invoices I created. Now I am planning two upgrade but not with those invoices. Thanks
Due on Reciept on PDF
Hi I detected that when Invoices are set in Spanish , on the invoice pdf that it is sent to the client everything translates except "Due on Reciept" in should say "Pagadero a la recepción" as it is inside the spanish invoice zoho system. Can I change that ? cause I did not find where , it is already set to spanish Thanks
"receipts" discrepancy
On my "Home" tab there is a discrepancy between the total amount of receipts and the actual amount of receipts. I received more money, but the total on the "Home" tab shows less. There appears to be an error in the math. How do I fix this?
Adding 3.4% to online payments
If anyone is accepting Google or PayPal payments - is there a way to automatically add a 3.4% charge to an invoice? At present, if a client pays by PayPal or Google I am loosing 3.4% in admin fees. My last order £830 cost me £30 ! I have no problem with passing this on to my client for the privilege to pay online - but I certainly do not want to pay 3.4% each time. Many thanks for your support Costa
German Salutation
I use the German version auf Zoho Invoice. Sending emails the variable %Salutation% is not substituted correctly. I get the English "Mr." instead of German "Herr". There are also a few other wrong or not translated terms but the salution is the most important for me. Over all I'm very happy with Zoho invoice!
Sync with CRM
Hello, I've been looking around and cant find anyway to sync the invoices I have in Zoho Invoice with Zoho CRM. Where is the link to do that :) or what are the steps?
Late Fee Terms printed on Invoice
Hello, I would like to have Late Fee Details to be printed on invoice and, since we have different terms for different clients I need to use data from settings set on "Payment Terms and Late Fee" page. There are Late Fee Details that can be set with different interest rate and our invoice must have the line such as: Terms: %PaymentTerms%. Interest will be charged at 1% per month (12% per annum), where "1% per month (12% per annum)" is the name in Late Fee Details. So, what kind of variable should
Couldn't send the invoice...several times
Hello. I tried to send my invoice by email and I kept getting a prolonged 'Please Wait' window and 'waiting for invoice.zoho.com' message, then it tells me that it failed to send the invoice. Is there some kind of connection problem, because I've been trying the send this several times and I would really like to send this off today.
Treatment of multi-currencies
Hi, Not sure if this is a bug or a "feature" but the way that different currencies are treated seems a bit odd. My "base" currency is GBP but I send some invoices to clients in USD, EUR, etc. What I note is that the "item" prices are always given in GBP (although the currency is not made clear on the invoice) and then at the bottom of the invoice the sub-total is also in GBP (again, currency not stated) and only at the end, for the final total, is the currency converted to USD, EUR or whatever using
Paypal not working
PI added my merchant aypal email to the field in online payment settings. I did not know what to do with the field below it. When I send an invoice, it is not including the Paypal link for online payment. Any thoughts?
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