• Payments Received report is deeply flawed

  Payments Received report is deeply flawed What good is a Payments Received report if it does not include the INVOICE NUMBER?! https://books.zoho.com/view/ZB_Main/ZB_Reports/ZB_ReportsPaymentTableView_VWrapper?FILTER_PERIOD=5&SELECTED_ID=Payment

• 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

• 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.

• How do I mark time as billed in timesheet

  How do I mark time as billed?  Right now all my time in the time tracking system say unbilled, even though I've already sent out a bill for most of the time. There are no invoices for my project in the project view) even though I created an invoice and marked it as open (in the invoice view).  Is this part of the problem It's like the invoice and time tracker are not connected. Thanks

• What does this message mean in zoho invoice?

  I tried to change an invoice to "open" (which I assume means that you have sent a bill), but I get this message: "Only status of draft invoices can be changed to open. Are you sure you want to continue?" What does this message mean?  Perhaps an invoice a draft until you make it open?

• Configuring Users (google Apps) to multiple Zoho Modules

  Hello all - I`m having problem to organize my users. I use a few Zoho applications (Zoho Invoice, Zoho Books, Zoho Creator, Zoho Projects, etc.) As i`m using it as developer/adm account i have no problem using Zoho to me, but my question is how to organize a few others users to have access to the same applications i`m using. Should I just invite who is on my domain? Google Apps to login would be great to me, but how can i configure that? Thanks, Kleber Alcatrao

• How is the New Plan an Upgrade

  Hi,             I had to switch to another company; how is the new plan an upgrade? You might as well just offer the professional plan! Thank you, Mario Stevenson, Master POC; Special Project Operations & Community Organizer

• how to add such non-rate charges like freight on top of subtotal to make up a complete invoice?

  urgent!

• ZohoCRM:Need automatical date culculation formula to auto culculate invoice date.

  Dear Support  Thank you very much for helping us for always. My name is Takasumi and I am reseller of ZohoCRM in JAPAN. Currently I am implementing ZohoCRM for my customer in Japan. We need to calculate several date related with invoice data in ZohoCRM Account page. Customer A[Account] Need to automatically calculate Invoice date using Formula field(Custom field). Would you kindly inform us how to retrieve following date by formula. Please give us actual sample of formula. A) Formula which return

• advice for new user and new consultant

  Hello, I am experienced in my field but very new to the business of consulting--recent layoff forced me to go it alone.  I have been using Zoho Invoice for the past year and as my projects and client list grows I am questioning whether my project/invoicing "structure" is appropriate. I am looking for advice with respect to setting up Zoho Invoice projects for the long-term. Here is my situation: Scientific Consultant; currently one-man-show but looking to grow; multiple clients; a mix of defined

• Tax breakup on the invoice

  Invoices that I send to my customers has taxable as well as non-taxable line items. As per law in Maharashtra state, invoice is required to show subtotal of tax on taxable line items. Is this possible?  For example, Line Item            Rate            Amount Item 1                400              400 Item 2                500              500                          Subtotal       900                          Tax (5%)       45 Item 3                300              300                          Total

• Invoice Payment Email Error

  Hello, I made some changes from the default look of my invoiced emails to my customers and now my customer cannot use the payment link provided. It says payment already made for the wrong invoice #. I was wondering if some one can help me by providing the default email structure and the proper way to change it. Thanks  Jose

• Back and forward in the invoice screen

  I wanted to suggest an idea..I would like to be able to go from invoice to invoice and see the detail by clicking a back/forward button in the invoice screen without having to leave and go back and forth causing many extra steps.  Is that possible?

• creating invoices from creator

  I'm not a developer but fairly technical. Is there a tutorial regarding how to do the following 1 - I have a Customer file 2 - I have a file that has all items we sell and prices related I also have ZOHO Invoices setup in a way that integrates with Authorize.net (our gateway). How do I tie this all together so something as easy as the following can be done. 1) An employee can pull up a customer, apply detail items to it, generate an invoice, and email it to the customer, who can then pay it through

• Amount in Words

  Hi, one of my customers wants the amount of the currency to be mentioned in words as well. i.e., $3000, should be mentioned as Dollars Three Thousand, in addition to the numeric value on the invoice. Is this possible to do this automatically in any of the templates of the Invoice/Estimates in Zoho Invoice? ASD

• 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

• CRM Invoice to Invoice App

  Perhaps I am making a mistake, but I have subscribed to the CRM and invoice services with ZOHO. In CRM, it has an option to create an invoice, but it doesn't seem to link with the invoices application. Am I doing something wrong, or do I just not use the invoice module in CRM? Thanks for your time and a good product.

• 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

• Creating Zoho Invoice reports in Zoho CRM?

  Hi: Thanks for backwards integrating Zoho Invoice into Zoho CRM.  The Invoices show up nicely for each customer profile (under the Zoho CRM heading).  Problem -- However, I noticed that if I want to run a report (in CRM) that details the Zoho Invoices, there is no such capability.  There is only the capability to run Zoho CRM Invoices - which I do not use because I use Zoho Invoice.  Question -- When will the capability to report on Zoho Invoice invoices be available in Zoho CRM? Thanks, PL

• What is the meaning of "Contextual integration with Zoho Invoice" ?

  Hi,  What can we expect from "Contextual integration with Zoho Invoice" ? (see Road map)  For example:  - Duplicate management in Zoho Invoice - Invoice data from Zoho Invoice available in Zoho CRM reports - Invoice creation and display between Zoho CRM and Zoho Invoice (2 ways) - Import of [Zoho CRM] Customer Id into Zoho Invoice Thanks,

• Last client relation

  Hi, 1/ How to create a custom field that indicates the last client contact (call, invoice date or visit). Or 2/ I'd like to identify clients I have not been in contact with since x months or weeks. Regards,

• Inventory Templates - Letterhead

  Hi - I've managed to create a quote using the HTML section of the template editor but can't for the life of me work out how to put an image into the HTML code so that when it exports to PDF, it keeps the image at the bottom of the page regardless of how much text is on the page. The reason that I want to do this is so that it exports on my company letterhead.

• About change the prefix "Euro" on it's official sign

  Hi, Is it possible to change the prefix "Euro" front of the prices on the official sign €? Now the prices look too heavy. Thanks, regards, Galina

• Titles for Names

  Is there a way to add to the default titles for names in Zoho Invoice?  Titles such as Mr., Mrs., and Dr. exist, but the list is missing at least one that I need:  Rev.  Since there are many possible titles that may be needed, is there any way to add these? Thank you.

• I would like the ability to provide a supplier name for expenses in Zoho Invoice.

  It would be very helpful to me if I could have a list of Suppliers (with similar information as Customers), and if I could optionally select one of these suppliers when I am logging an expense. I currently have to type the name of each supplier into the notes of an expense, and I have to be very careful to always spell it the same way, so I will know how much I spent with each particular supplier. I know this may be possible with an involved integration with CRM, but I am just looking for something

• How to invoice a service

  I sell services by the hour.  I dont see how I can add these services to invoices.  What I've been doing is creating a product for each service.  One problem with this is inventory.  There is no inventory with services, and it looks silly putting quantity 99999 in the product quantity.

• Invoice designers who can re-create a .PDF invoice

  Hi, I have an invoice that i use which is a .pdf file and i would like to use it in ZOHO invoice however i am struggling to re-create it. Is there and easy way? Or would someone willing to re-create for me for a fee?

• Expenses: API and using expenses fields on an invoice template

  Hello ZoHo, Congrats on the new-look Invoice 2.0! I have been using it and find it is much easier to handle than the old interface. I have a couple of questions on the new Expenses module. First, is it possible to populate expenses fields using the API -- i.e. can I import expense data from elsewhere (also via file upload)? Second (related question): how can I use ALL the expense fields on my invoices? I would love to be able to use the Date and Reference fields on my invoices. (In fact, if I could

• Invoice time integration with project

  Team, I do my project time in Project.  What are the plans to interface directly with invoice? Thanks

• logo looks very jagged in invoice .pdf export

  I'm noticing that my logo looks very jagged in the invoice export.  I'm not sure why this would be the case since the logo has been uploaded with the requested specs (580x250) 300dpi, and the logo is a .png based on a vector design. Any ideas what might be causing this problem? Thanks, Brian

• Can Zoho do it all?

  I am on a Mac platform.  I am currently using: - Salesforce.com as CRM - ConstantContact for email marketing (monthly newsletter to various groups) - Entourage for email - Excel for accounting I would like to use: - Zoho for CRM, email marketing and accounting/invoice - Mac mail for email (able to synchronise with Zoho CRM) Is this possible? If not, which parts should be handled by another service? Thanks for any insight Laurent

• Web app(Beta) for Zoho Invoice, now available for trial

  You can now take a test drive of our mobile app from your Android/iPhone browsers. As you all know, we began developing a mobile app for Zoho Invoice a little while back and we already have a beta version available for trial. You can access this app on your Android mobiles and the iPhone. On other phones the app would  look brilliant if  browsed from an Opera Mini browser. The beta version offers a read only view of what could be within of the completed app. This is just a beginning to something

• Dashboard and invoice widget

  Hi, the invoice widget that can be added to the dashboard won't display any invoice data and errors with Zoho Invoice API can be accessed only over a secure connection like https. But the page connection is already https. Any ideas? Ta.

• Online buying-car... data base

  Hi Im DAvid, I am using Invoice to take my accounts... but I´ve an webpage where cutomers can buy my products. The problem is that I have to actuallice my inventory each sale...  Anybody knows a way to upload my inventory and Invoce with Online purchases?

• warehouse management

  Zoho with when running the stock?

• Invoice numbers us COMMA instead of DECIMAL

  Why does ZOHO Invoicing use comma seperators instead of decimals in number amounts? Example: 125,00 instead of 125.00 Is there somewhere to change this? Thanks, Gavin

• CRM Invoice App needs to be completed

  Tracking a sales transaction from Quote to PO to Sales Order to Invoice is a critical element of every business. Please finish the CRM Invoice application. It needs to have more options for service companies as it handles inventory and per hour rates. It needs to have Paypal and other epayment options integrated right away. My clients need this to be completed, and I need it to be completed.  I hope you will make it a priority. Scott Kaye Streamside CRM Scott@StreamsideCRM.com A ZOHO PARTNER Streamside

• How can I choose/set which Contact of an Account receives Invoice emails

  Example: 1. In Zoho CRM, an Account has 5 Contacts. 2. I import all these into Zoho Invoice using  "Re/Import from Zoho CRM" 3. When I send an email all Contacts are added to the TO field. How can I define a "Finance/Invoice" contact so that only the customer expecting an invoice receives emails? Ideally, I'll like to set this in Zoho CRM. but any solution is better than none! thanks

• Need help with Lookup field for Quotes

  Every account has its own Distributor/Cusftomer ID text field. I have tried to make a lookup field in my Invoice layout where I chose from a list of Accounts in order to populate the Quote's Distributor/Cusftomer ID field, but it has not worked. Is there a way to either: To select an Account for an invoice such that a seperate field automatically populates that account's Distributor/Customer ID, as defined in the Distributor/Customer ID for that account's file. OR Can I have a lookup field where

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