• Invoice Emails Do Not Reflect Correct Amounts

  Hello, I noticed that when sending an invoice-email from Zoho Books, the amount due showing is not always correct.  It does not take into account any credits or partial payments that were applied to the invoice. I know the amount can be edited, but it's a hassle to close out of the email, open the invoice to view the correct amount, re-type your email and enter the correct amount due. Hopefully we can get this bug fixed!  Thank you. Alex

• Function #44: Invoices from Custom Modules

  Welcome back everyone! Last week's function was about transferring data captured from one module to another, along with the subform data. This week, it's going to be about creating Invoices from Custom Modules. Business scenario: Usually, invoices are created from the Deals module. After all, only if you win a deal can you proceed to create an invoice. However, there are millions of businesses that do not follow the specific "Deal" pattern. For instance, in a Hospital, whenever a patient receives

• Create invoice from Form

  I'm looking for a way to create an invoice based off a form. We typically have people register for events and request an invoice. I'd love for the registration form to automatically create an invoice if they don't pay with a credit card during registration. I have looked into Zapier integration, but the API requires you to set a fixed customer in the integration. Not so useful! Anybody have a way a form filler can select from a list of customers and pass that into the invoice? I don't really care

• Generating one invoice from several sales orders

  Hello, we have clients who order several times during a month via web forms. We do transcriptions and translations, so these orders are mostly task to translate some files here and some other there. We do monthly invoicing to our customers including all sales orders of the month. The have sometimes 40 different sales orders, so logically, they don't want to receive 40 individual invoices for this. In our old system, it was easy to make one invoice out of many sales order. However, this seems to be

• What's New this March 2018 in Zoho Invoice?

  Hello Everyone,  March is here, and we are back with a bunch of new features that we've rolled out this spring. Read on to know more about the updates!  Secure Data Export Last month, Zoho Invoice had introduced Export Templates and this month we have enabled the option to export data in XLSX format for smarter and secure data export. Enter a password to protect your file and click Export to export your data securely. Updates on Stripe Integration  Zoho Invoice is integrated with Stripe to make online

• HELP - Can no log into Zoho invoice (USA feature) from Spain.

  How do i log into Zoho.com from Spain? I have tried a dozen ways. It keeps taking me to the .EU or SPanish sites... I had to turn my phone on to get the validation code and then the site is still .EU not .COM and the .EU site will not show me Zoho Invoice... I can not get to the .COM site from Europe.... NEED HELP FAST... this is ridiculous...

• Custom Invoice/Estimate Numbers

  Hello there, I have a specific invoice / estimate number system which was so far based on a number of parameters: For estimates, my numbering takes on the following format: EST-YYAA-MMDD/NN.RR Where,  YY is the year in which the estimate was created (e.g. 17 for 2017) AA is a alphanumeric project code (taken from a custom dropdown field called "Project Type" I created under Estimate Preferences, it's 2 or 3 characters long) MM is the month in which the estimate was created (e.g. 12 for December)

• Timesheet, budget, estimate and invoice

  Selected clients receive a not-to-exceed budget for each project. First, a timesheet project is set up for each client project. Then, within the timesheet project setup I add the budget in the budget field. Finally, I prepare an estimate from within the timesheet project, but I can't figure out how to make the budget the not-to-exceed amount in the estimate. Is this possible? Finally, will/can Zoho invoice notify me when timesheet project time exceeds the estimated budget? [so I can send a change

• Create Payment Automation Script

  Hi there, I am trying to automate some routine tasks. I have integration with Shopify, all paid orders from Shopify automatically create Invoices in Zoho Books. To track the payment inside Zoho usually you need to manually track the Payment by clicking on this action – https://www.dropbox.com/s/cfkrngbsxkqc4sk/2017-12-16_18-14-45.png?dl=0 I want to automate this process for Invoices that created from Shopify. To do so I have created automation script which will be performed via Workflow Rules. Here

• How to send invoice in mail with image from zoho creator.

  This is my invoice in gmail. Al value is ok. When i send mail with image then automatic create a link. This is the link. When i remove the link then show my image. I want to know that why create the link. And how to solve this problem. Thanks

• How to receive offline payment in Zoho Sites ?

  Hi, in Zoho sites there is only PayPal as an checkout option and I need the possibility to let my customers choose "invoice" as a payment alternative. Does anybody know how this can be done ?

• invoice expenses

  Is there a way to combine ALL expenses in one line item on Invoices. I need to invoice expenses but my customer does not want all of the DETAIL on the invoice.

• Automatically create invoice in Zoho Books when a status changes in CRM

  We have a custom module in Zoho CRM that tracks some of our work. When the status of an item is changed to Complete, we want to automatically pull the pricing info (also stored in that custom module) and create an invoice in Zoho Books. How do I do this? Do I need to use the API? 

• No reminders after 150 days

  I like the auto-reminder function for Invoices. It's a good way to get paid! However, I find that it is not possible to set a reminder longer than 150 days after the invoice due date. Now usually I'm paid well before 150 days, but occasionally a customer needs reminding after this point and I would like to be able to continue to send automatic reminders. Is there any particular reason for this 150-day limit? I hope that you will consider to increase it. Thanks! Mark

• Ayuda en español

  Hola... me gustaria saber mas de esta pagina ya que ofrece muchos y buenos servicios sin ambargo veo que mi estatus es GRATIS quiero saber cuales son mis limitantes ya que he tenido malos ratos con aplicaciones que dicen ser gratis y despues cobran unas cantidades muy groceras llegue aqui por una aplicacion de itunes ZOHO INVOICE ......  he estado buscando una app que me lleve mis cobros pagos ya que soy profesional autónomo  y por ningun lado he leido los costos, planes o niveles,,,,  pero si he

• Zoho Invoice custom function for Estimate module

  Hi! I using invoice.zoho. I want to update "quantity" after push custom fields (Ex: NightQty and Qly):  quantity = NightQty * Qly I created a custom function for Estimate module in Custom functions tab: estimateID = estimate.get("estimate_id"); organizationID = organization.get("organization_id"); estimateMap = zoho.books.getRecordsByID("Estimates",organizationID,estimateID).get("estimate").toMap(); itemJSON = estimateMap.get("line_items").toList(); updatedLineItems = List(); for each  item in itemJSON

• attach proof of payment/ bank remittance to paid invoices

  I would really really like to be able to attach the supporting documents that an invoice has been paid to the invoice record. How to do that? I mean, I can attach docs to this forum Attachments Desktop Zoho Docs Google Docs but NOT to the invoice/ expensing tool I'm paying for? What gives?

• Multiple VAT rates Zoho books

  UK based.  Need to create a new VAT rate for sales for a conference in the Netherlands, and items with this VAT rate should NOT be included in UK VAT return. How can I do this?

• How do I access my own subscription invoices for Zoho's monthly service?

  Hi!  Each month my credit card is charged, I am not receiving any type of receipt or invoice for the payment I made.  How do I access such an invoice or receipt?  I've looked everywhere and can't figure out where to find this information. Thanks in advance!  Lauren 

• Link an invoice with hours not billed

  Hi - I usually sell my customers a number of hours of consultancy (bank of hours). So I bill them in advance let's say for 10hours and after I track my hours on zoho books. How can I link for example those 10 hours tracked to the invoice already paid ?  This will avoid me having hours not billed.  Thxs

• Want to add previously paid invoices in Zoho invoice...

  I am start using zoho invoice few months later but my business was too older than that. I want to add all of the previously paid invoices on zoho invoice so I can manage everything at one place. This helps me a lot and save my time. Looking forward for a solution. Thanks.

• Invoice Clone

  We are facing problem, when we clone the invoice. Issues comes only when we have same customer having multiple locations means.. Billing address is same and shipping address is different.  If we do clone, it randomly takes shipping address or some times take billing address.  We believe that invoice cloned, should have same billing and shipping address as original  Please help to resolve the issue..  Dharmesh

• Send invoice on save?

  Hello! We are using Zoho CRM with Zoho Invoice and creating invoices within Zoho CRM. When we do this, the process is: click new invoice and fill everything in save the invoice (which makes it into a Draft) click the invoice number click email to send it Is there any way to send it as soon as we save it? In other words, can we skip the draft process? This would make the process much simpler: click new invoice and fill everything in save the invoice, which emails it immediately Thanks for your help!

• 2 MODULES UPDATE RECORDS - I really need help, please!

  I have a small problem that I would like to help me solve. I have 2 different modules: Module 1 called invoices, here I have all the invoices I receive. Module 2 called checks, here I have all my checks in my wallet. What I need to do is: When I pay an invoice or several with a check, I need the check to change state to "used check" (I have a field for this purpose) I've tried a thousand ways but I do not really need to give me a hand. PVU

• Multiple Email Invoice Notifications

  Hi  Is it possible to have multiple E-Mail invoice notifications. We have different types of customers we want to send different types of email notifications to for different invoice templates. We seem to be able to have different invoice templates. But not e-mail notifications. Thanks Gene

• Convert Sales Order to Invoice in custom function

  I would like to convert a sales order to an invoice in a custom function.  Is there a way to do this?  Ideally, I wanted to convert upon creation of the sales order... but this apparently is not possible.  I have tried setting a field to change after sales order create.. then having a workflow watch for the field change to convert the sales order to invoice, but I do nto know if it is a timing issue or what but this never works either...

• Variable Pricing for a Plan per Month

  We offer variable pricing for our customers changing with revenue we created for our customers each month. So our plan's for our customers is like: fixed + variable per month (we calculate variable part at the end of month) how can we implement this variable structure with Zoho Subscriptions? Can we call an api to store variable part and Zoho Subscriptions use this value to invoice at the beginning of each month? All suggestions and advice are welcomed

• Jumps in invoice lists

  Hi, We are having troubles with Zoho Books. When we try to get lists with all the month invoices the sistem makes "jumps" at the list making "dissapear" real invoices. Than make us have huge financial troubles every months. In the image attached you can see how jumps from invoice 05108 yo 05110 when there is a real 05109 invoice in the sistem. Regards

• Customize Tax Rates: Add tax groups and record defaults

  Greetings busy developers! I realize ZohoCRM is used internationally, so please excuse the U.S. centric nature of my post. Furthermore I hope this isn't a duplicate topic... I have search for some time and haven't seen any threads addressing tax configuration. Here's my issue, for sales made in the U.S., sales tax rates are most often determined by three factors: 1. The type of product or service being sold. 2. The location of the office where the order is taken. 3. The location to which the purchase

• Enhancements in Invoices and Subscriptions module

  Hello everybody,  This month we've made some changes to the Zoho Subscriptions applications to make things easier and efficient for you guys in the Invoices and Subscriptions module. In this post, I've jotted down all the changes that we've made to give you all a heads-up.  So, let's just dive in! First, I'm going to list down the changes we've made in the Invoices module.  1) Additional Default Filters 2) Search using Amount Range, Addon and Custom Field 3) Bulk download and delete 4) Reason field

• Service Industry Invoice process

  Hi, We are providing services related to Travel to our customers, Below is the whole process- 1) Our Customer ask us for particular service which may relate to Airline Ticket, Taxi, Visa etc, 2) We check the price and buy the ticket directly from Airline and add margin and sell it to customer. 3) We have credit in airline and made payment in bulk in 15 days or so and record this whole amount in expense 4) As we have multiple airlines which we made payment but we record the expense in whole 1 lot

• Trigger Zoho CRM task upon event in Zoho Invoice

  Hi there,  I'm trying to set up a workflow: Account balance is overdue by X days --> New task in Zoho CRM assigned to Account Manager.   Can this be done? Note: We already set up email reminders in Zoho Invoice yet our team would prefer tasks in the CRM.  Thanks! P.S.: A fantastic out of the box feature addition would be a color-coded status flag (e.g. Paid, Outstanding, Overdue, In Collection) on the account record in the CRM . Ideally in the "Receivables" column. 

• API Books

  Please. I need via API , to create a "credit note " only when the invoice reference or invoice number ,  how in the web (invoice ---more oprions---create a credit note , (file attached)) I want not to create the credit note line to line ( copy and paste) from API Books. Is it possible? In the invoice API documentation not show how it.

• [PDF invoice export] Do not split bank details into 2 pages (like page-break-inside in CSS)

  Hi, Is it possible to force the bank details to be on one page, and not be split into 2 ? My Invoice ends with bank details, which look like this     Nos coordonnées bancaires :    Banque x    RIB : xxxxx yyyyy ...    IBAN : xxxx yyyy    BIC : .... Usually my Invoice fit on one page on the PDF export. But it's possible that, with one extra product in the invoice, the "bank details" bloc split into 2 pages (with for example IBAN and BIC on the second page.). I want to have all "bank details" on the

• Fixed Bid Invoicing

  Sometimes software projects are negotiated as fixed bids, meaning the actual hours logged are not relevant for invoicing purposes. Under this scenario, you bill your client in installments (not hours), normally linked to milestones or dates. It'd be really helpful you could add the following improvements: -Add a new billing method to projects that could be called: "Fixed Bid" or "Based on a Fixed Amount" -When creating an invoice for a project that has that billing method, the form would require

• Grand Total does not show

  Hi, I have a problem from last week. When I create an invoice the grand total field appears empty. I have tried with different templates but it only works with the original one, which it is in english and we need to create the invoice in spanish language. I have seen a lot of comments in the forum about this issue but I do not see any solution. Could you help me, please. As you can understand this is very very important for us. Thanks

• reports: BCY vs FCY

  Hi, when viewing reports in the new invoice interface, there is a selection button labled "FCY / BCY" on the right hand side above the report item list. Was just curios what FCY and BCY means. Thanks!

• How can I create multiple labels for the Quantity value in an invoice template?

  I'm trying to bill for services by the hour plus add expenses by the each. But I cannot figure out how to customize the way the items are described.  The services are saved as a project with time entry and set to bill by the hour. I add the project to an invoice using my template. In my template, I set the label for "Quantity" to say "Hours" at the top. That part works as I'd expect. But I also have unbilled expenses that I add to the invoice. These expenses are categorized and given a dollar amount.

• How to integrate data collected into CRM and Desk -

  Hi, We are using CRM, Invoice and Desk and would like to set up some integrations between the apps when we collect information. When we obtain a new client we need to gather the following info: main account information 3 different account contacts (main, billing, technical) give them XL sheet to fill out and a way for them to re-submit it We would like to give them one form to fill out, triggered through an email from Desk.  That form will then populate CRM and Desk ticket.  Desk will trigger tasks

• Multiple thank you notes

  Hello, there is an option to create multiple thank you notes in Zoho Invoice, but I don't see where I can select which note is being sent. When I mark the payment of an invoice as paid, I only have an option to send out the 'standard' thank you note. I want to send out different thank you notes based on the service provided. Is this possible? If yes, how? If no, why the option of having multiple thank you notes?

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