• Retainer Invoice tracking and reporting

  We need more retainer invoice tracking and reporting It would be nice to have a report that has Sent Retainer invoices and Sent Invoices all in 1 report. This shows the actual invoices that are in process - I need to see a total for these 2 together.

• Different Logos for one organisation on invoice

  Hi, is it possible to place on my invoices diferente logos? We work in informatics and snacks, but with the same company. So it would be very helpful to create invoice templates with diferente logos. Or is there any trick to achieve this? thanks and regards from spain, Martin

• Create a task in Z-Desk from Z-Invoice via a webhook ? [SOLVED TWICE]

  Hello everyone, I'm not a coder or dev. So, sorry if my question sounds weird. Is it currently possible to do such an action with Zoho Invoice ? I just read that Zoho Invoice stops supporting XML in API for more than a year now. Since yesterday, Zoho Invoice API documentation is a 403 forbidden page "Getting Started" apart. Thanks for help. Cheers

• Custom Fileds in Invoice

  Hi Guys While trying to add custom field to my invoices, I am do not see separate tab for Custom fields. Instead custom fields are available in same tab. When I try to create additional custom field, it by default considers data type as Text and neither ask me to select nor allow me to change the data type. Screenshot is attached. I am currently using more than 1 companies and this issue is being faced by me in respect of only one company and not others. Please advice Regards Ritwij Joshi

• Get total invoices for organization

  I want to get total number of records and pages for the invoices under and organization via API. I can see this in Invoice Section but how can I get this via API. Looking forward to your responses. Thanks

• Allow login-less invoice payments when portal is active

  Hi, with portal not active, emailed invoices can simply be click-and-pay directly from the emailed invoice. No login is required. however, when the portal is enabled, the link in the invoice now requires to login. This seems like a step backwards, as it can now take longer to effet payment by clients (cannot find password/lost password etc) Payment is also not necessarily done by the same person(s) that actually access the portal. It will be better to allow the option, with portal enabled, to still

• Invoice item name chosen is not compatible with the billing method chosen for this project

  When trying to create an Invoice off of timesheet entries I get this message: Invoice item name chosen is not compatible with the billing method chosen for this project What does this mean, and how do I fix it? Thanks! -David

• Company AND contact name for BILL TO?

  Hi there Why do we only get an option in the invoice template to BILL TO a company OR contact name? And not both? I want to sometimes sync my Zoho CRM contacts to a company and invoice to the company. And sometimes I work with a single person with NO company, and want to invoice the person.  It seems that if I sync Zoho CRM to Contacts, then I can't use a company name on the invoice. or if I sync Accounts and Their Contacts to Zoho CRM, then I can't add a single company-less person to an invoice.

• Change Books client currency when using CRM connection?

  Hi there When I create a new invoice in Books, I use the Zoho CRM connection to find my client details. BUT...they ALWAYS show up with Canadian currency selected and I'm unable to change this. I can't find anywhere to change the Zoho CRM contact to US dollars, not in books, not in crm. How can I easily change the currency of the contact when creating a new invoice? Thanks.

• Can't find the "article" section during an invoice editing

  Hi, I can't find the "article" section next to the "descritpion" section as I set in the template settings.  How can I figure it out ? Thanks so much Vincent

• Zoho Invoicing messing with my Zoho email

  I subscribed Zoho invoicing service before and disconnected the service this year, as I do not need it any more. Now I am setting up emails through Zoho, but I can't set up an existing email using Zoho. The error message says "User already exist in your org". It seems the problem may be that this email is already in Zoho's database. Can Zoho please help? I need to continue to use this email badly.

• Product tax calculation is incorrect

  Just trying out zoho and really surprised that I find this problem. For invoices and quotes, I add a product. List price £10, VAT (20%) tax is on that product and it puts tax of £2 on that item line. But when it comes to the tax total, it's adding 20% again (an extra £2.40). Something isn't right here. Can you explain?

• data from Account fields do not update in Sales order or Invoice

  hello, from the web version, when I convert a sales order to invoice the Due Date do not update on the Invoice. I experimented with the "convert sales order" map field option on the Customization Menu,  but this is option is only available for the Custom created fields... This "Due Date" field is a system created field and normally these should map by default, right? can you assist me please?

• Contact from invoice are not synced to zoho crm

  Hello I cant find a way to sync   invoice contact and operation to zoho crm ...      link is created and well configurated .  But in fact , contact and operation not apperas in zoho crm .  have an idea ? im a on the free plan , maybe its for that ? Plz help  Best regards

• Australian version?

  Hi team, when I logged in just now it asked if I wanted to explore an Aussie version of the Invoice app. I clicked it and took a look but after logging in it doesn't mention it again. Do I need to shift to this version for localised benefits, if so how do I do this please? Thanks

• Zoho Invoice: iOS App - Payment Terms selection issue

  While using the iPhone app to generate invoices I'm unable to select the desired payment terms (eg. NET 30) from the settings prompt.  Invoice will always default to "due on date specified".  Various terms options can be created and will appear in settings menu, but I can not actually select it.  I'm only experiencing this with the app version, desktop is ok. Any resolution to this or just a bug that needs fixing? Thanks in advance!

• Account Name Lookup

  We have a problem with our salespeople creating sales orders and invoices and, instead of using the account lookup widget, manually typing in the name of the account on the form. This frequently duplicates account records and has created burdensome cleanup of our database. Is there a way to make the account field solely a lookup field without allowing ad hoc account creation?

• Controlling the size of the company logo on Invoices and Estimates

  My logo is 2" wide, but prints 6". Within the template section, are there qualifiers inside the % that can be added that will control the printed size of the logo? See attached example.

• How do I create a recurring invoice?

  We would like to create recurring invoices but I do not have the option anywhere I've looked in Zoho.  I've searched the forum and seen suggestions to go to the invoice details, then to recurring invoices, but I cannot find these links.  Please help.

• Invoice - importing expenses using .csv file

  I am happy with your product so far except I am unable to successfully import expenses. First I created an example expense that will be similar to all of my expenses and saved it. - see expense example.jpg attached Next I exported a csv file of this expense - see expense example export.csv (zipped) attached Next I deleted the original expense and tried to import the csv file again.....failed - see expense IMPORT FAIL example.jpg attached. Why am I unable to import a csv file that was exported by

• Create paid invoice and send to client

  Hi,   I am trying to create a paid invoice through API. I set the balance to 0 and tried setting the invoice status to paid as well. Is there a way to do this without calling payment API as an additional step. Also I am not able to send the invoice email to the contact even though the email id is set in the contact in zoho books. I tried adding the contact_id in contact_persons and it complains of invalid id.  I have marked send = true in query params when calling the API. I also get this error message

• Get list of all invoices for a customer's subscription

  Hello Team, I am going through the API and playing around but can't seems to find a way to get list of all invoices for a particular subscription of a particular customer. Please guide through. (Query in relation to get data / list of invoices from Zoho Subscription API) Thanks.

• Zoho Invoice : Adding Discount amount instead of percentage

  Hi,  Is there a way I can enter the discount in amount, instead of mentioning it in percent terms? For example, if the price of book is $10 and, I sell it for $8. Can I enter "$2" as discount, instead of entering it as 20%? I tried creating a custom template, but couldn't go very far. Any help / advice will be highly appreciated. Thanks!

• How to manually set timesheet entry to Billed?

  I have a project where the billing is based on the project hours... with a twist.  The twist being that at the end of the month, I look at my Timesheet entries, sum up all the project hours, and then I round them up to the nearest half-day (a half-day being 4.5 hours).  When I am creating the invoice monthly, I am creating it manually (not generated through the project) so that I can edit the amount accordingly. Only problem is, there seem to be no way of manually flagging timesheet entries as Billed!!

• Record Summary - formatting

  In the Record summary, I need to format the sub-form Item like the invoice template in zoho help https://www.zoho.com/creator/help/images/record-summary-invoice-details.jpg how to do: formatting the Item rows (add line under each record) set the data position vertically (top /middle/ bottom Omar

• sliding scale tariff

  Hi, I'd like to know if it's possible, either in Zoho CRM or Zoho Invoice, to custom some sliding scale tariff for a monthly billing process. We've investigate how to set it : - first on a single account, based on its yearly consumption,  - then for a groupe of customer, based on the # of subscribers. First support we've got from one of Zoho partner were inconclusive. If there is a simple solution to this issue, I'd appreciate it a lot. Many thanks in advance, Thierry

• I need to edit an invoice which has the wrong Tax categorie.

  Hi,  I'm looking a way to change the "Tax section" of several invoices. During the import from another accounting system, it created a different Tax category on a few invoices. It uses the TVA 0% instead of the TVA 20%. When i click on edit, it doesn't allow me to change it.   Hope someone can help me. Kind regards,  Sidney

• Create an invoice in php with API

  Hello, I try to create an invoice in php from the API with this code : $jsonData = '{ "customer_id": "467818000000193001", "reference_number": "", "date": "2016-05-18", "payment_terms": 15, "payment_terms_label": "Net 15", "due_date": "2016-05-18", "discount": 0.00, "is_discount_before_tax": true, "discount_type": "item_level", "is_inclusive_tax": "false", "exchange_rate": 1.00, "recurring_invoice_id": "", "invoiced_estimate_id": "", "salesperson_name": "", "line_items": [ { "item_id": "467818000000031001",

• Bug? - Invoice indicates paid but not paypemt via Paypal not completed

  I have found that a customer can initiate a payment through Paypal which doesn't complete successfully due to lack of funds. Zoho shows as payment successful in Invoices but nothing comes across to the bank account.

• Zoho Invoice. Expenses Not to be double taxed

  Dear colleagues, I'm doing invoices where, in general prices are tax-excluded (it is market in "edit invoices, last point before including concepts")... When I include expenses.... such expenses are included in the calculations for the total amount, but they are also taxed (independently of their own tax, if any) !!! For example: a) Situation A --->   Item 1: Price of 100 € + 21% VAT =   Total 121 --> It is OK b) Situation B -->   [Item 1: Price of 100 € + 21 % VAT] + Expense of 40 € (VAT already

• Sum product volume and packages inside invoice

  I’m trying to create a custom function butI have 2 problems:  1) In custom functions, how can I get the values of the list of products inserted and sum it? Here’s a snippet of the code I’m working on:        set i(this.invoice.getInvoice()); //get the object of current invoice         set c(0); // double number variable        foreach (product p in i.getProducts())             c+= p.getColli(); // colli is custom field inside each product       i.setColli(c); // Colli is the custom field inside invoice 

• Connecting Invoices and Quotes

  Is there anyway to connect an existing Invoice with the Quote it was converted from?  I can think of work arounds that would involve multiple API calls to essentially search for the Quote based on certain Invoice fields, but it would save time and API calls to be able to succinctly retrieve a QUOTEID from a given invoice.

• Discount applied after taxes is an accounting aberration!

  Hi,  In all modules in ZOHO CRM (Quotes, PO, SO, Invocies) an overall Discount can be applied in addition to the discounts per product. It's great and useful. A big issue though is that you put it AFTER taxes. In addition to not fit any financing/accounting standard, it messes with all possible reports. Piloting the business in this context is VERY hard. There can't be any clear view on the cash. It's a strong drawback for ZOHO, renders it almost useless because for any business, particularly SMBs,

• Preguntas

  Saludos Ya soy usuario de otra plataforma de facturación que me parece muy buena pero para mis fines tiene algunas limitaciones que aun no solucionan y me gustaria saber si este sistema las incorpora. Mi primer gran problema es que en mi país tenemos los números de facturas asignados por el Gobierno y estos se asignan por tipo de clientes. ejemplo: Para ventas a instituciones Publicas la secuencia es: 111001 Para ventas a instituciones Privadas la secuencia es: 112001 Para ventas a instituciones

• decimal point estimates in lines

  Hello, I have set decimals in currency section 0000.00 € and everything is right but when I am introducing price lines estimates will not allow me the use of the comma. for example: I write 100,22 and will not let me, I write 100.22 and then in the final estimates itself out 100.22 thanks

• Edit model Invoice (xml/html)

  Hello everyone ! Thank you to the Zoho team for this superb applications. I try to modify an Invoice template. I added 3 custom fields (Text). How is it possible to change the layout of the fields ? Aligned on a line, rather than column. I find only old posts about it. But, the edit tool function xml/html seems no longer available. So, how to do ? Thank you for your support ;-) Best regards, Guy-Laurent

• Invoice templatre - Terms & Conditions on backside of the page

  Hi, I'm trying to use one of the invoice templates from the gallery.  I would like to always print the "Terms & Conditions" on the backside of the invoice.   How is this done ?  Can I insert a page break somewhere or any other trick ?  In the past I used the "HTML editor" to create templates unfortunately this option has ben removed, it made Zoho invoice stand out from the competition.    Best regards, Francis

• Products are too simple for quotes

  The product entry into Quotes/invoices is a little to simple for us.  We work in prices per pound, but could also be in Kilo, or metric ton.  Not to mention that our packaging is pretty custom and could have a slew of different inco terms. I was hoping to be able to customize one thing on Zoho and it looks like it is the only thing I can not.  Am I wrong? Is there way to have the product detail pull in actual detail? Like pack size, and price per ? So I don't have to type it into the product detail

• Customize translation for customer's portal?

  I've checked the customer's portal and it has been shown in Portuguese from Portugal language, which is very bad to brazilian people, where I am and make business. So, is there any possibility to customize some words just for the customer's portal? Additionally, I saw that customers only can pay their invoices (using Paypal for example) through customer's portal. Is there a way to send a direct paypal link instead of an url to take customers to portal?

• Questions about email template

  I'm facing a little issue with email templates, for invoices and/or estimates. I've customized the email template and put a html code, however after saved it, Zoho changes my code automatically inside my html code with a lot of <br> tags (<br> is line-break in html) and the template gets broken with those line-breaks. Is it normal or I can't use html content for email templates? Thank you.

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