How can I create a project with no rate and no budget for internal activities?
Hello, I use zoho invoice for a consultancy company. we book project hours with a rate and a budget. we also book hours on "non billable" internal activities. ATM I need to create a project with 1€ rate and no budget to log my "non billable" internal
Mutiple invoices from one estimate?
Hi there, We use Zoho Invoice extensively to issue quite detailed estimates to our clients. The total of this estimate will often then split across multiple invoices. Is there a way we can automate this split in Zoho invoice? 1) Create estimate worth (say) £3000 2) Invoice 1 = 30% of estimate (£900) 3) Invoice 2 = 40% of estimate (£1200) 4) Invoice 3 = 30% of estimate (£900) All of the above is run with the estimate as the source. Is this possible or is it in the roadmap? Kind regards and
Billing and subscription
I am looking for assistance with taking payments from clients and provide billing to them. Will the invoice app act as a payment processor?
How to Set Up Multiple Organization Names in Invoice Templates?
I have a "dba" business name that is different from my corporate name, and I would like to send invoices and other corporate communications from each name (DBA name and corporate name) from time to time. How can I set that up in the templates? Thanks! John Hollway
Delivery Note
Hi, i want to know how to generate or create new delivery note. I want to precise that i've cofigurate it, but i don't know how to generate it in pdf to print and send it to my client. Best Regards, Serge MENGUEME
Thai Language Support for PDF Font?
I was unable to see Thai font in PDF of my invoice. How to fix this? Thanks in advance Win
How do I create a custom invoice number sequence?
I'm trying to find a way to use a custom numbering scheme for my invoices, but I can't find a way to do this in Invoice. How can I accomplish this? Thanks, Tim
How can I set up different rates within the same project for different persons?
Hello, I use invoice to timesheet consultancy projects. I need to define different prices per profiles. Junior --> XXX euros Senior --> XXXX euros How can I do that? and automatically compute total amount based on timesheets? Thank you.
Payment Reminder History
I am using the 'Payment Reminders' which is an excelent feature. Would it be possible to automatically record the fact that an Payment Reminder has been sent in the invoices 'Comments & History' Cheers Dean
Need help ! with installment payments
I originate and invoice for lets say 1000 and I only get paid 200 , how do i set up for the balance to be invoice in monthly installments, please give me some tips
Get invoices meeting EU requirement VAT standards
Hello, I am setting ZOHO invoice for a business based in belgium. I face 3 problems. 1. Most important - I can't get the VAT amount to added to my total amount even though I check the box "add tax to amount" in my template setup. See picture for understanding. 2. Requirement - How to display one line with total of VAT amounts (as required by law) before my total amount 3. Less urgent - I want to log my time sheets in hours and bill in days. Do you have link to tutorial? Thank you for your help.
Zoho Invoice - Need Deluge Coding Help
Hello, I would like to write a code for calculating sales commissions after creation of each invoice. I added a custom field for commission percent to CRM Contacts module and synced this module to Zoho Invoice. Custom field for commission percent : cf_commission_percent Custom field for commission amount : cf_sales_commission Formula : Sales Commission = Invoice Total*cf_commission_percent/100 My code is as follows but it is not working. Any help is appreciated. customerID = invoice.get("customer_id");
Automatic Invoice Creation and Sending (Authorize.net)
Hi, Let me first outline the customer purchase order and book keeping flow: 1. Customer fills out form to be subscribed to our membership 2. They are charged through Auth.net and set up with a subscription with ARB (Automatic Recurring Billing) 3. Using Auth.net's silent post URL, information is sent to Zoho CRM 4. Every month (on the same date they began the subscription), they are charged once again. For this step, an invoice should be sent with the status of paid to the customer to inform them
Email in /api/v3/contacts
How could I add an email or phone number to new contact using Contacts INVOICE API? Even if I put it in JSON, contact saved with empty fields. { "contact_name": "Sarah Doe", "company_name": "Testimonial LTD", "payment_terms": 15, "email": "example@gmail.com", "phone": "+18001234567", "website": "www.example.org" }
Retainer Invoice payment not showing in Invoice
Hi - When I get a new client I have them pay me half down. I send them a retainer invoice (and apply to their invoice) and when I'm done with the project I send the main invoice. But I can't figure out how to show the retainer paid amount on the main invoice. For example I charge someone $650, they pay the retainer of $325. I bill them when I'm done for the remainder, but the invoice shows the balance due to be $650, not $325, even though I have applied the retainer to this invoice. Am I missing
Curl: invalid value passed for authtoken
Hello there I signed up today at zoho.com and tried to generate few invoices as a test. I generated authtoken using link provided in the documentation and called following command: "curl https://invoice.zoho.eu/api/v3/invoices?authtoken=9fb16****" (hidden for security) I tried both on bash on linux machine and cygwin command line in windows. Unfortunately, zoho returned: {"code":14,"message":"Invalid value passed for authtoken."}. I tried few times generating new authtoken, deleting old ones, but
HOW TO ENTER AN ENTRY TO SALE THROUGH ECOMMERCE PLATFORMS
I AM SELLING THROUGH AMAZON. SO HOW TO MAKE A INVOICE, CREDIT NOTE, COMMISION ETC
What's New this August 2020 in Zoho Invoice?
Hello, everyone! We are here again to keep you up to date about the latest features from Zoho Invoice. This month, we have focused on updates that can save you time. Read on to see what's new this August. Accept online payments instantly with payment links Receiving payments from your customers is now just a link away! Introducing the Payment Links module in Zoho Invoice, where you can create and share a payment link with customers within minutes. This payment link can be used to collect miscellaneous
Add tax to subtotal
Hi, I would like to know how I would go about setting up an invoice template to be able to add tax to a subtotal. The current tax settings seems to work out the percentage of tax from the subtotal (i.e. inclusive), but In Australia GST tax is added on top of the subtotal with a grand total displayed beneath. I've tried both the Grand & Spreadsheet Plus templates without much success. Is this possible at all? Many thanks in advance.
Unable to Access my Zoho Invoice account
I erroneously removed the main email address for our Zoho Invoice account during a Zoho Mail setup and now I can no longer login to the Zoho Invoice account to which the email is associated. We had recently made a payment for the Zoho Invoice account in question and now we are unable to use same due to this issue. I'm really stuck and would appreciate if any could provide a timely help with this issue. Thank you.
Can a single invoice be sent to multiple email addresses?
I have a customer who normally receives his invoices by email, but his wife would also like to receive a copy to her email. I typically create invoices by importing them from a csv or excel file. When I email the invoices, I send them in bulk (25 at a time). I realize that when I am emailing a single customer (not using the bulk send feature) I can input an additional email address into the cc field. When sending in bulk there is no obvious way to do this. I can add another contact to a customer's
How to NOT Add Tax Automatically to Recurring Invoices
Hello, I've been using timesheets to track billable hours and I have associated projects with recurring invoices. The problem I'm having is that tax gets automatically added to the invoice for the services. We don't tax services, only goods. Is there a way to set up Zoho Invoice to only apply taxes to goods?
Clients cant respond to zoho invoice email
Hi there, I recently switched over to Zoho Invoice. I am having trouble with my clients not being able to respond to the invoice email. they are receiving a bounce back email . Please help, this is affecting my business. The response from the remote server was: 550 A URL in this email (email-view . com . au) is listed on https://spamrl.com/. Please resolve and retry I am successfully receiving email replies from all other emails, except Zoho invoice emails I can successfully send an invoice with
How to print invoice from Zoho Invoice Android app on a 80mm printer?
I would like to use my mobile pegasus 80mm printer with Zoho Invoice to print the invoice on the spot while at the retail shop. Any help in this regard is highly appreciated
Statements not working for full year
Hello, I am trying to create a statement that shows all outstanding invoices for 2020. However when I select "This Year" as the timeframe it only displays invoices from 1st April 2020 and not from the beginning of the year like it should from 1st Jan 2020. Can this be fixed? I am unable to create accurate statements now.
Separate E-mail for Recurring Invoices
Do you have something in the works already so that the e-mail sent for recurring invoices can be customized separately from one-time invoices. If not...this needs to be added to the list. The recurring billing feature is a little lacking. Also, being able to set the total number of payments would also be helpful instead of trying to calculate the date the payments should stop if its a short-term arrangement.
Set Time Entry billed_status and invoice_id using API
Is it possible to set time entry status to billed and add invoice_id via API?
Invoice Template
I need the invoice template/layout as the attached pdf. I was not able to create one like that using your template customization. If someone can create one like that would be good. Thanks Bernard
Client Portal is now available in Zoho Invoice
Hello Zoho Invoice users, We are excited to let you know the Client Portal feature available in the new version of Zoho Invoice. Now, you can have your customers access a link to view their estimates and accept/decline it, view invoices and make payments to it. You can get notifications of the activities in the portal. Click here to know more. How can I enable the portal? 1. Switch to new interface. 2. Enable client portal for your organization under Organization Profile. 3. Set-up your portal
when I email a invoice how can i see it was sent and also were i can go to see all emails sent
when I email a invoice how can i see it was sent and also were i can go to see all emails sent?
SEARCH ITEM BY DESCRIPTION WHEN I CREATE AN INVOICE
Good Morning I would like to know if this is possible to add a search bouton in decription field of invoice creation When I create an invoice, I would like to select my item with the description, not with the item name Thanks in advance for your help Best regards
Fix for the issue related to the logo size
In our recent update, we made some enhancements to improve the quality of the logo in customized templates. As a result of this, the logos which do not match our preferred dimensions may not appear correctly in your invoices. All you need to do, to get things back to normal is to make the logo fit our preferred dimensions (580px X 250px with 300dpi) and re-upload it back again into Zoho Invoice. We would also be glad to help you with getting your logos to fit the required dimensions. Send in your
Zoho invoice/Slack integration not showing all payments
We successfully set up our Zoho invoice account with Slack to easily show payments received. And it works just fine for any online payments that come through. However, any payments that are manually put in, don't show a notification in the slack thread. So if we receive a check, for example, and one of us manually puts in the customer payment for their account, it does not send a notification to slack. Please let me know if I have missed something in the settings somewhere. Thank you,
Create Work Orders?
I love using the invoice system and I was wondering if there was a work order app that I can use with Zoho? I repair computers and would love to have a system where I can create a work order for the customer, take notes of what was done with the computer and attached it to the customer's account. This will help me stay on top of issues when the customer calls back at a later time and I need something to reference. Thanks!
Editing "Terms & Conditions" on Invoices
We have a template that comes up on each invoice called "Terms & Conditions". I need to edit this. However, it does not appear on our Invoice Template. Where is this field coming from and where do I go in to edit it? Thanks.
How to use payumoney gateway in zoho invoice ?
I want to configure payumoney payment gateway in zoho invoice. how can i ?
How to show Traditional Chinese
Zoho invoice can display Traditional Chinese, however, it is unable to: 1. display traditional Chinese in PDF 2. cannot type Chinese character to find customer in create invoice page (as type English). Browsing is the only way. If there is a long list, it is difficult to find it out. how to fix this problems?
Profit Margin Column with Percentage (%) Column while creating Estimates.
Feature required: Profit Margin Column with Percentage (%) Column while creating Estimates. So, apparently we could see how much we are earning or saving while making quotation. After wining that quote and spending cost; at end of all we could compare Cost & Profit like quoted price vs actual spending (Variance Analysis). Same Feature available in Quickbooks
Single Line Invoice against multiple Expenses
My client would like me to invoice them for multiple expense items on a single line item on an invoice. Can this be done? I know I can import billable expenses to an invoice, but I don't know how to show them as a single line item or have them be marked as reimbursed when that invoice is paid. Any ideas?
You do not have access as your account is disabled. Please contact your administrator for details.
Trying to access the Invoice API to create an item, but it is throwing this error: Please let us know what to do further. How is the account disabled, when we are able to log into it successfully!
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