• Rounding off

  How to I round off the amount field in invoice or bills? Is there an option available? Else kindly provide such option. It is a much needed option as amounts are rounded off very often. Thanks

• Feed data to Zoho Books from a custom module

  Is it possible to connect Zoho Books or Invoice to a custom module in CRM? We're looking into processing certain services that aren't cataloged as Products, and it would be preferable if we could assign Books to only processing invoices from them.

• DISPLAY INVOICE TOTAL IN MULTIPLE CURRENCY.

  Hello Zoho Team In order to comply with local tax regulation we do need to display total amount of invoice in double currency for every invoice ( USD as base currency , KHR as local currency with a fixed monthly exchange rate defined by local tax authority)

• ZOHO CRM - Invoice: Unfixed Values for Invoiced Services (Products)

  We run a study-travel agency and write invoices to partner institutions for referral services. The commission for each referral is dependent upon the price that our referred customers pay to our partner institutions  in tuition and fees for their study program. The percentage we receive in commission also varies from contract to contract. Therefore, the cost of the commission we invoice each partner for essentially the same service (product) is never the same. Is there away to manually input the

• 2 or more salespersons on the invoice

  Can I assign 2 or more salespersons on the invoice?

• Custom fields of the budgets be reflected (appears the data) in the invoice

  Good afternoon Zoho team, Nice to greet you, I apprectiate your support on the following: 1) I require that the custom fields of the budgets be reflected (appears the data)in the invoice. EXAMPLE: Quotes: custom field: PVD: San Jose Invoice: custom field: PVD: San Jose (Does not appear) How could I solve this important detail? Thank you.

• Can I prohibit "Update" and "Delete" for a certain record depending on a status field?

  I have a request from a German customer regarding GOBD compliancy regarding invoices in Zoho CRM. He wants me to secure, that an invoice cannot be updated or deleted, as soon as the invoice has a certain status e.g. "Approved" or "Final". This is a requirement for invoice documents to make sure, that a invoice, which is once delivered to customer cannot be changed later on. The only way would be to create a storno - Credit Note - for the old invoice and the create a new invoice. 

• Invoice expense summary

  Is there a way to include an expense subtotal for multiple expenses in an invoice?

• Triggered Invoice generated but I need it to list each product and the price, right now it only shows the name of the deal.

  Hi, I am really hoping someone can help me figure out where I am going wrong.  I have zoho crm and books integrated. I have multiple products which are visible in both crm and books. I have the triggered process set so that when my deal moves to closed won it generates the invoice. The problem is that the item/product data is not showing up correctly on the invoice. The following invoice is an example of a deal which had two products attached, test two is the name of the deal: How do I change this

• Invoice - Schedule Email

  In Books you can only schedule an email to be sent at 8:00am, 5:00pm and 12:00am. In the API you can customize this scheduled time It would be great if you could allow any time to be entered to schedule an email.  Use case - the timing of the delivery of an email may be dependent on other factors and we should have the flexibility to change the time. 

• Earmark the Sales Order for future billing

  We have created Sales Orders for each of our customer who has assigned us the Work Orders (POs). In our case, 1 Sales Order has many items that get billed to the customer over a year or more. What we want to be able to do, is Plan and earmark the amounts

• Zoho Invoices on Deals Page Layout

  I have zoho invoices. On my deals module the invoice object is the default one that comes with zoho and not the enhanced one. I have already created all of my templates, but the only one that shows up is the standard template that comes with zoho plus

• Using time entered in DESK to create invoices.

  I am attempting to use the time which has been entered in Zoho Desk to create an Invoice within Zoho Invoice. I have searched and cannot seem to find the information on how to create an Invoice from desk time entries. Can I please be pointed to the instructions or work throughs for this.

• Triggered Invoice generated but I need it to list each product and the price, right now it only shows the name of the deal.

  Hi, I am really hoping someone can help me figure out where I am going wrong. I have zoho crm and books integrated. I have multiple products which are visible in both crm and books. I have the triggered process set so that when my deal moves to closed won it generates the invoice. The problem is that the item/product data is not showing up correctly on the invoice. The following invoice is an example of a deal which had two products attached, test two is the name of the deal: How do I change this

• Problems with Swedish characters when importing

  Hi, first of I l really LOVE your product but I have one major problem right now: When I try to import contacts from Gmail I get ���.  It all looks good in the pop-up, I see ÅÄÖ, but when I have imported the contact and look in the list I only see this question marks. Is this a know bug? I haven't seen any reports on it...  I also have a request - it would be great if it was possible to sync contact date between Invoice and Gmail. I don't use Zoho CRM because it is to much for me so syncing back

• How do i Add Taxes after the total?

  is there a feature of custom field that allows me to calculate a VAT after the total has been added. I want to be able to calculate a final VAT on the total amount rather than to add it to each item. lilke this; Subtotal = $000 Tax 1 = $000 Total = $ 000 VAT = $000 Grand Total = $0000

• Adding contact to Zoho Invoice from deluge not working!

  Hey everyone, I've been trying to develop this super simple application that will let clients signup using a form I made in Creator. After submitting, they will be prompted to pay and when payment is successful, I want to send them an invoice using Zoho Invoice. All automatically. I started writing a deluge script to add contacts to Zoho Invoice when the form is submitted, but the only value that's actually getting saved is the "contact_name"... I've tried every single suggestion found on this community

• Timely invoice generation with Zoho Workerly - Zoho Books integration

  Hola! Timely payments give your temp workforce a boost to work and also meet deadlines for your projects. Having a temp staffing software that enables easy invoice generation and processing is a need. Zoho Workerly does just the same. With its built-in Zoho Books integration, quickly create invoices, submit them to clients and process payments by the hour.  In our last two posts, we discussed about scheduling of temps and tracking their work hours effectively with e-timesheets. Find out in this post,

• Efficiently creating a quote

  I'm looking for a way to efficiently create a quote by selecting items form a list instead of searching for each product. Any suggestions? 

• Create Invoice with 2 or mor lines on Quickbooks with Deluge

  Hi, Do you know how to create an invoice with 2 or more lines on Quickbooks from Zoho Creator with deluge? I've tried many times, but when I add a text variable to a map variable like this: Invoice = map(); Invoice.put("Line", TextVariable); The map variable ends up with a lot of "\", and I can't do anything about it, even after removing the "\" with replace all because it ends being a text variable. Thanks.

• Can't cc additional contact when sending invoice. Why?

  I am trying to send an invoice to my client but also want to CC their boss. I do have both persons in my contacts but for some reason when I start typing the boss' email into the CC field, it doesn't give me the suggestion as it normally does. Is this

• Link projects to zoho books invoices

  Hi, I'm a happy Zoho One user. We'd need to link projects to zoho books invoice. Because, this is the way we work: we first create the zoho books invoice, and then, maybe after a few weeks, we create and work on the relative project. We'd like to link the projects to the zoho books invoice/customer. I've seen a table in Zoho Analytics, "Project Client Mapping", but they are listing the Client in Projects Portal Client Company :-/ Starting from a list on month invoice, I'd need to create (and print)

• Deal to Project Invoice

  When I create a deal I sometimes create an invoice. Once the deal is closed I create a project, however the invoice does not show up in the Finance--> Invoice section of the associated Project. Is there a way to more fully integrate the Deal and Project so the Invoice shows up? Of course I would want this to show up in Books too.

• How to tell when a Deal has been Invoiced

  Hi, hopefully not missing something very obvious here - I'd like to be able to automatically see on the DEAL page when that deal has been invoiced or not (from the INVOICE module). Is this possible?

• Save Invoice-Template in Invoice itself

  Hi, I have the following problem: we have three different types of invoices. Each type gets rendered differently, so we have THREE invoice templates. Now, when we save an invoice, I'd like to be able to save in the invoice as well, WHICH template it should use when it gets printed... How should I solve this problem? Cheers

• Retainer invoice query for newby

  hi all, ‘I realise this must be a dumb question but I have searched and cannot work this out. I’d appreciate some one syllable instructions please. i am an artist and I do commission pet portraits. I require a 20% deposit up front prior to commencing the work and the balance on completion. So, do I create a retainer invoice for the total amount and send that with instructions for the 20% in the terms and conditions? Then apply that payment to the restrained invoice. Then send a final invoice?  Or....

• Custom Item kit - Sales order VS Package

  Greetings, We are a compagny which sales GPS. According to the type of Vehicle (Brand, model, year), our GPS is composed of differents items. In other words, we can sell: GPS 1 = - composed of item 1, item 5, item 7 for vehicle A - composed of Item 3, item 6, item 7 for vehicule B GPS 2 = - composed of item 2, item 5, item 7 for vehicle A - composed of Item 4, item 6, item 8 for vehicule B - On our Sales Order and Invoice, we want to show to client "GPS 1" or "GPS 2" - but for our internal stock,

• How to apply standard hourly rates per user ?

  is it possible to apply standard billing rates / per user and not always fill in the individual rates for every new project. 

• Set Invoice status to sent via Deluge

  Hello, I try to generate an invoice from Creator with Delug. After generating the invoice the user should be redirekted to the invoice url. This works fine, but the invoice is generated with status draft. So the invoice url will not work. Here is my test

• How do I link fields from different sections?

  I understand that some sections are related to each other and you can link between fields without any problems. However, some sections are not related. For instance, if I have a company address field in the customers section, I can't transfer this field to invoices section since an invoice has already contain a different field for that. You can't map those two whatsoever. I am sure there is a solution for this but I can't seem to find it. So can someone please assist me ?

• Custom Field Zoho invoice - Not populating on invoice

  Hi, I've created a Customer field for my customers for the VAT number (for EU customers).  I have gone into 'More Settings' and added it under the address fields, however, when i create the invoice - the field label appears - but the contents do not. How can I fix this?

• Receipt Printing

  Hi, Does zoho provide a facility for producing receipts once the client has paid the invoice? Thanks. Keet

• Create Invoice php

  Hello, I'm trying to create an invoice on Zoho Books using API, using the sample you provide on the documentation. But I'm getting the following error: Return: {"code":4,"message":"Invalid value passed for JSONString"} The code I'm using is: <?php $invoice = array(     'customer_id' => '198938000001208463',     'contact_persons' => array("198938000001222003"),     'invoice_number' => 'TEST-00001',     'reference_number' => '123456',     'template_id' => '198938000000124001',     'date' => '2015-11-23',

• How can I adjust the business address for different Invoice templates?

  Hello! I create german and english invoives. My probpem is: On the german invoice, I don't want to have the country placeholder for my business address. On the other hand - I need this feature for my english invoices. If I change this item on one invoice - it gets changed on ALL invoice templates. How can that be fixed? Thanks in Advance Patrick

• Additional custom PDF files with invoice

  Hi, we are exploring Zoho Invoice.  One of our requirement is to send few more PDF documents (certificate, etc) along with each invoice.  Those documents will also carry a reference to the item and invoice meta information (like description, invoice number etc). Can any one tried this before, if so provide some pointers? PS: I can create a custom template but that may not help here as I need to send 4 documents in total (including invoice) for each sale. Regards!

• Can't add Invoice to sales order

  I'm writing an api script in php that creates a sales order and invoice when a customer submits an order on our website. The script has no problem making both the invoice and the sales order.  But when I goto the sales order's invoice tab, it hasn't added the invoice that I created to the sales order, even though the invoice is listed in the invoices section of Zoho inventory. Does anyone have any idea how to add the invoice to the sales order?   $params ='{ "customer_id": '.$contactsDecode->contacts[0]->contact_id.',

• Repeat Header on EVERY page

  I can't believe that ZOHO does not support this: when we generate invoices that have multiple pages (long product table), we need the header section on EVERY page, in our country this is required from a legal point of view. So how do I solve this in my invoice templates?

• Zoho Invoice - Timesheet entry sort order is inconvenient

  Before, I think the default was sorted according to Date. In the last month or so somehow this has changed to Task order.  And even if I sort by date, it resets itself next time I log in. I believe default should be date in descending order... i.e. most recent dates first. Or at least leave the sort order I set to last and don't keep resetting it to Task order Thanks

• PlaceHolders in Email Template

  Hi, when creating Invoices in Zoho Inventory and want to send notification emails out, i want some information to be in the email like : Invoice # Customer Name Company name and Item list / products name . i found everything but the  "Item list / products name" , how can i added to the email template ?? thanks

• Unable to Link Invoices with Sales Orders using 'Invoices' API

  Hi, I am trying to link an Invoice with a Sales Order using the 'Invoice' API. However, I have successfully added the Invoice in ZOHO CRM, with the referenece of the Sales Order. But, the order status is still in 'Created' state. According to business logic, when a Sales Order is invoiced the, order status will be changed to 'Delivered'. Actually, I want to 'Convert' a Sales Order to Invoice using the API. Is there any way by which I can perform this operation? Please let me know. Best, Souvik

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