• HOW TO ADD FUNCTION CONVERT QUOTES TO INVOICE

  Hello guys, can i re-create Button Convert with Function Convert Quotes to Invoice  in zohocrm? because, if i create new custom field on quotes item, when i click button convert, new custom field on quotes didn't doing same on invoice module even though

• Is it possible to add a Google web font to invoice templates?

  Hi zoho, Is it possible to add a Google web font to invoice templates through by adding CSS values to the HTML? If not, is there another way to change the font of templates to a random web font? Kind regards Jimmy van Dijk

• preprinted invoice template with zoho books

  We are changing our billing system to Zoho books in next 2 months.  we are migrating from peachtree.    We want to have an invoice template which can be used with preprinted paper invoices as per attached file. is it possible to make this template in

• How do I allocate a retainer and final invoice payment made in one deposit?

  We have recently migrated to Zoho and are transferring all our information. Our company usually issues a retainer invoice, then allocates the payment to the retainer. We then issue the invoice, apply the retainer amount to the final invoice and then allocate

• How to change the Invoice / Bill upload template in Zoho

  With the introduction of TCS on the sale of goods in India. i am unable to use the current invoice upload temple. Is there a way i can change the template format. How to edit and configure that. ?

• invoice with or push timesheet attachment

  Please add ability to send invoice using attachment used during timesheet submission. Also, ability to mark atatchment as compulsory during timesheet submission.

• How to enable "Submit to approve" for all (regular) users?

  Hi! We recently introduced Zoho Invoice on a slightly bigger scale in our team and added the regular approval layer. In our daily work we were hitting a wall with this since apparently not every "regular" user can submit invoices but only in cases if

• Storing Payment Info

  Any one having problems with this?  My company is looking to save a customer's credit card information after they pay an invoice. Subscriptions allows us to do this (see image below). Am I missing anything, or is it possible to replicate this functionality

• Invoicing - Amount in Words

  Do we have any option whereby the currency name like Rupees Five Thousands only  will come before the Amount in Words. Right now its just Five Thousands.

• How to handle line items with no fixed prices when using Books API

  We are trying to generate invoices using Zoho books APIs from our application.  When creating an invoice manually in Books portal, we can enter items which are not present in inventory, but when using the API we could not do the same. Also, we have a

• Additional Charges

  Hello, In my account there is no option for additional charges in preferences in UAE version. Account ID - dubai.erp1@gmail.com PFA

• 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

• Is it possible on invoice creation, to automatically send the invoice as pdf from an inventory template, to the client?

  In combination with Zoho Flow, I've managed to automate the creation of the invoice in CRM, but cannot seem to figure out how to send the same invoice as a pdf attachment to the client via email.

• 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.  

• Retrieve CRM Invoice Subject Field in custom function

  For some reason the invoice "subject" field is not returned with the zoho.crm.getRecordById method.  Essentially all other values except the field that is required to create is not returned.  Very odd.  But I need a means to retrieve this value in a crm custom function.

• How to give discount on invoice.

  If there is invoice of 10000 INR and mu customer pay me only 10900 INR and want 100INR as discount on bill. How can i do that. In simple words he wants to paid partially bill and close account.

• 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!

• Invoices without lineitems/products

  Hi there,  I've just started developing with the rest api and I am very confused. Based on the api documentation, "Invoices" should be useable module name. however it is not. response is always invalid module name.  via Meta Data Api i figured out, that the invoice module uses the api name CustomModule5001. Which is very confusing, but if I need to guess, I'd think it is because of the zohoBooks integration. The real issue is, that I cant find any way to create an invoice with items/products. According

• SMS Invoice

  Hello, Can i send Invoice template which is generated from Zoho creator in sms using a url?

• Zoho Finance - Invoice Module doesn't connect custom CRM modules

  I'm trying to include information on my invoices but I cannot edit the Zoho Finances (Books) Invoice module. I can add fields but not lookup fields. I might be able to use the CRM Invoice module instead, then automate posting client and amount of the invoice to Books, but thats extra work. Is there a way to link the Zoho Finance Invoice module to custom modules?

• Missing custom fields into api call - invoices

  Hello, there, If I make a query in Subscription to get all open invoices, I get a list with the open invoices, but some of my user defined fields are missing in the delivery of the data. See Screendumps . If I call up the details of each open invoice, the missing user fields are also supplied. It looks to me like this is a bug in the API. Or is there a way to specify which additional fields you would like to receive in the reply? Request a list of 2 invoices: curl_setopt_array($curl, array( CURLOPT_URL

• Creating Invoice from Sales Order, control where Order Number is coming from

  Whenever an invoice is created from a salesorder is created, the order number on the invoice is automatically populated  with the salesorder number. It would be great if we had better control over where the order number for the invoice is coming from. In our case we have a reference number on the sales order which would like to use instead. Currently: SalesOrder.Sales Order# =>  Invoice.Order Number Desired Outcome: SalesOrder.Reference# =>  Invoice.Order Number Is there any way to customize where

• Can I add a custom field to the document title in Invoice/Salesorder Template

  There are a handful of fields that we like to add to the top of our invoices and sales orders. Pretty much at the same position as Order Reference, Invoice Date, Payment Terms etc... But I have not found a way to achieve that. The only "Customize your header content" also doesn't seem to work as it puts the content above everything which is barely visible.

• Balance Payment Due on the Job Date

  Booking me requires a retainer, followed by the balance payment on the day of the job. While the retainer invoice due date is easy (upon receipt), I struggle with manually updating the due date on the final invoice. These invoices can be associated with CRM jobs (deals) which are dated, so the date is in the system already. So, how can I make the the final invoice due date to be the day of the job?

• How to enter one or more discounts when I receive a payment?

  Really the problema is more complex.. In Argentina when our customers pay for something normally they must "retain" some of our money as a TAX paid in advanced. When the year ends, we discount all this money from tne yearly TAX. How can I put this discounted value in the receipt to balance our Bank with our TAXES and consider also this money in advanced as the correspondig TAX in the reports? Thanks in advanced.

• Add Transactions as Related List on Product record

  Hi, I’d like to add transactions (Sales Orders and/or Invoices) as a related list on product records. Does anyone have experience with this setup? How can I make this happen? Thanks, Yonton.

• Attaching a file to an Invoice via the API using C#

  Hi, I'm currently writing some code for a site that needs to integrate with Zoho. I've managed to write code that calls the API for creating an invoice, getting lists of products, customers etc and they all work fine. I'm now writing a function to attach a file to an existing invoice and have found the following method: Add attachment to an invoice Constructing the url is no problem and I have a byte[]  with the contents of the file and I should be able to stream that into the request body (I'm using

• Transfer from NCH to Zoho books

  We are using NCH inventoria as a stock management and its syncing with NCH express invoice for invoices and quotes, payments. And now we need to switch to zoho books, i only exported the clients as csv file and imported into zoho and it worked fine. The

• Headers and footers for this holiday season

  Hello, customers!  The holiday season is here and 2020 is just around the corner.  Just as we introduced holiday-themed transaction templates last year, we have published new headers and footers for templates. They are designed to help you send holiday-themed invoices or other transactions to your customers.  To use the themed headers or footers in your templates:  Click the Gear icon and select Templates.  Hover over a template and click Edit.  Click Header or Footer in the left sidebar.  Click Choose

• Zoho Invoices to Zoho CRM

  I set up the Finance integration to link Zoho Invoice with Zoho CRM with the intention of being able to see client invoices in CRM, but it seems only the contact details are synced between the systems.  Is there a way to see invoices from Zoho Invoice in Zoho CRM so I can see what invoices clients has outstanding, part paid, fully paid etc. Thanks Eoin H

• Address Format (Displayed in PDF only. ) Placeholders not displaying in PDF invoice

  We've created a form on our website that allows users to update their company_name, billing address and VAT (which is setup as a custom field).  The form uses the Zoho Subscriptions API to update these values in Zoho Subscriptions.  However, when we create a PDF invoice, only the company_name, dislay_name, and vat are displaying. None of the Billing Address values are shown. Below is the Address format as configured in our Zoho Subscriptions Admin here https://subscriptions.zoho.com/app#/settings/preferences/addressformat

• How to force users to attache documents when recording a payment

  Hello, I want to force my users to attache the payment proof (PDF or Image) when they record the payment of an invoice. How can I do that in settings ? I didn't find it yet. Thanks in advance for your help.

• Woocommerce - Invoice

  Hi! I'll have an online shop, with wordpress and I'm using Zoho invoice. I want to know if there is a way to create authomatic invoices from WooCommerce; some plugin or something like that. Thanks, Eva

• Change customer company name of an invoice at zoho subscriptions

  Hi. Our Client has purchased our service and invoice was generated automatically but then they realized that the company name should be a different one.  We tried to change the customer company name of this specific invoice at Zoho subscriptions , but we couldn't.. How should we proceed in that case? Thanks

• Long time zoho user but new to backstage

  Needed to organise an event and zoho to the rescue again. Thanks. It was all pretty easy. One question. How do we send receipts. We linked it to zoho CRM but really it was all about poor as it did not import the address. We the. Had to manually create an invoice in books etc. Is that the correct way. 

• How to : set a task to invoiced

  We currently created a statuslabel "invoiced" within the status "closed". But now we want to create a connection between Zoho Projects and Books. If we create a invoice based on a project it gives all the tasks. That's great but a couple of tasks are allready invoiced within our old invoice system. How can we set a invoice state to a task so it wouldn't show in Zoho Books.

• Enabling invoice payment in Zoho Creator

  Hi,  I am trying to execute the following:  Generate invoice > add payment button to the invoice with a Forte payment Gateway (already configured) > email invoice to a customer > customer pays directly through the invoice.  I know how to create the invoice and populate the customer information. Im having difficulty integrating the payment function into the invoice so that it can be sent as an email.  A tutorial or series of steps on how to do this would be fine.  Thank you 

• How to Invoice Customer first and then send goods?

  Our business Invoices the customers on Day 1 and starts sending goods after a few days. All goods are not sent at the same time. Some goods are sent after 1 month and some after 3 months. Is there a way to record how many goods are sent and how many goods are pending to be sent to the customer? Day 1 - Invoice with 10 goods Day 20 - 1 good is sent Day 60 - 9 Goods are sent

• I have a problem linking task with Invoice

  Hi Zoho Developer, I have written a code in php zoho api which create task and assign it to the invoice. Create task is working fine and its creating task into zoho panel but its not linking with the invoice. Please find below code: $crmid = "3051265000001316001"; // customer id $realted_to_id = "3051265000003854220"; // invoice id $task_data = array(     'Subject' => "New Invoice - 22",      'Due Date' => date('Y-m-d',strtotime("10-10-2020")),     'Status' => "In Progress",     'Priority' => "High",

• Next Page