• Tips Payment

  Hi Zoho team, I have some clients who occasionally send payments with an extra amount. For example, if I send the invoice for $41,5, they will send $50. They consider this as a tips instead of to be used as credit for the next bill. What should I do to make it considered as a tips, not as an "unused amount"? Thanks.

• Send reminders based on invoice/product type?

  I have two types of products: One is product-based and invoices are all individual. The other is a service set up with auto-recurring invoices each month. I have an auto-reminders set up to tell people when they are past due. However, when the service is past-due I would like to have some additional information like "Your service will be terminated if not paid, etc" to warn them ahead of time. But, I don't want this on all of the reminders since it doesn't apply to the product-based invoices - only

• Adding a BCC field to invoice emails

  Hi Team, What chance / probability is there of addinga BCC field to invoice and estimate emails? It would certainly help me and, I believe, countless others. Thanks for listening. Regards, Mark

• Invoice Deductions - Security Deposits

  I am having difficulty trying to enter Security Deposits into Books. If Books allowed deductions to be allocated to Current Asset and Current Liability accounts I would know what to do,but it doesn't. So here is my scenario: We have a 4yrs contract with a customer where we agreed that the customer shall withhold 5% from every invoice and pay it when the contract concludes. --- Invoice Example: Service charge +$100,000 (Income) 5% Deduction -$500 (Current Asset) --- So we submit an invoice for $100,000

• Update Products in Invoice using Custom Function, API or zoho.crm.updateRecord?

  Hi, I have some invoices which I want to update.  I need to update the Product Lines. I can see how this is possible using the Request URL Method documented here> https://www.zoho.com/crm/help/api/updaterecords.html. However in the custom function I have tried to use the inbuilt function zoho.crm.updateRecord. Howver it would appear that the function zoho.crm.updateRecord can only handled Key Value Pairs and not the nested pairs that would be required for adding Product Lines. Can you confirm my

• Timers dont really workout well for me?

  Hey,  I currently use Zoho for invoices and an iPhone app for tracking time as Zoho doesn't really work how I would prefer. My workflow is that I have numerous clients, all pay a different hourly rate - but I dont really have projects - i just need to clock in and clock out and generate an invoice. The zoho time logging only works if you have a project - I could make a project for every single client but then It just gets too messy. Is there a possibility of soho changing how timers work in the future

• Exporting/Importing - Time Entries - z.Support to z.Invoice

  Looking for best practice to export time entries for ticket charged in z.Support, then importing into z.Invoice for invoicing purposes. Look forward to your responses. Regards, Wayne

• How To register a late fee when receive invoice payment overdue? ZOHO BOOKS

  Hi, example… Invoice value= $ 100,00 Due date = 10/03/2012 (dd/mm/yyyy) Receive date = 15/03/2012 Amount Receive = $ 110,00 .Principal value = $ 100,00 .Late fee……… = $ 10,00 Regards, Alessandro Lucca

• How to distinguish paid vs. unpaid invoices?

  Hello,    I am having trouble with marking invoices as paid. I know I can create a custom field with a picklist of Paid and Unpaid but that seems elementary when working with invoices in excess of tens of thousands of dollars.     We frequently take partial payments from customers too. So determining how much is owed on an invoice is important as well. This is important for reconciling accounts receivable. I thought about using the "Adjustment" category but unfortunately that is already being used

• Sincronización de módulos

  Hola, necesito ayuda Estoy usando  modulo CRM, INVOCEy BOOKS. Tengo dos organizaciones y las cree en books pero no puedo crear la segunda en INVOCE, me dice que ya existe y es la mía que están en BOOKS Y debo facturar a algunos  por una organizacion a otros por la segunda y llevar  el control en BOOKS e INVOCE Que estaré haciendo mal? Mario

• Aggregate Sales Orders into Invoices

  Hi, at my company we have the following process which I'm trying to implement with Zoho CRM. We sell a service and I customised the Sales Order module to keep track of each service sold. As some of our customers are recurrent customers we invoice them every month/every quarter instead of invoicing them after each sale. When I create an invoice in Invoice module of CRM it doesn't seems like I'm able to associate more than one Sales Order. Is there any way to aggregate more sales orders into one invoice?

• What is the best way to offer discounts?

  I would like to offer discount categories to my customers.  For example, I would like to offer a neighbor to neighbor discount of 25% for local residents.  I understand I can do this through setting up price lists but what I found is that upon assigning a price list when creating an invoice, the invoice item only lists the discounted price.  I would like to have the original un-discounted price listed. then show a discount line with the name of the discount and the discount amount.  for example: 

• Invoices printing out all text in the same size font

  So we have customized our invoices to our needs, which required certain information to be in a larger font. This shows up on the print preview but when actually printed out all fonts print out in the smallest size which is hardly legible. How can we stop this?

• How do I add a discount?

  Hello, I have a custom invoice but I need to add a % discount to the invoice for one company.  I have not been able to find how to do this.  I know that I have seen it somewhere before but doesn't seem to be an option anymore. I want to show the original pricing and then show that we are giving them a discount. Please advise how to do this.  Thank you. Jennifer Wood

• Use Zoho Invoice templates in Zoho CRM

  I am new to Zoho. I am not very fond of the standard template that is used for quotes, sales orders and invoices in Zoho CRM. I was digging around and found Zoho Invoice and it has some very nice templates. How do I get those templates in Zoho CRM?

• Invoicing From CRM

  Is there a way that I can create an estimate from CRM and not need to exit CRM and go into Invoice?  While in a contact record I would like to be able to generate an invoice from there. Any way this can be done?  Can Quick Actions be customized to do this? Thank you for your help.

• Custom start and end date for invoice line items

  How do I add custom fields to show on invoices and sales orders that indicate start and end dates for each line item?  Here is an example of where I want to add the start and end date.   Product Details # Product Details List Price($) Quantity Amount ($) Discount ($) Tax ($) Total ($)

• Move recurring invoice to Subscriptions

  Is there an easy way, instead of manually typing it all over, to move selected recurring invoices from Zoho Books to Zoho Subscriptions? It seems zo wel connected, but no way to change a recurring invoice to an active subscription.

• See ZOHO Invoice information in Zoho CRM

  Hello Guys,  Is it possible to see the ZOHO Invoice information about a client or a contactperson in Zoho CRM? I pay for one user in CRM and in Invoice.  Awaiting some respons.  Yours Sincerely,  Mathijs Jonkers

• Invoice Intro Webinar

  I missed the webinar.  Will there be a recording I can access and if so, where?  Thanks!

• Remember / Save payment info for customer

  Hi.  Is there any way for the customer to save/remember their payment (credit card) information after their first invoice? I'm connected to Stripe, but I don't seen anything on the payment window (zoho invoice) that would allow them to save their CC info so that they can avoid having to re-input all that information again on the next invoice. Please help.

• Invoice unbilled time from mobile

  The Windows Phone app for Zoho Invoice is wonderful for creating contacts and tracking hours, but the actual invoicing is very nearly useless for anyone in the services sector.  Creating a new invoice is easy, but you cannot apply the timesheet data you just created using the timer feature! Please add the functionality to bill for time in the invoicing app for Windows Phone.

• How do i stamp/sign the invoice when using zpost

  I have been using zoho invoice for my invoicing operations, and am very happy with the product on the whole. Before using Zoho, i used to manually create invoices and then print them out, add my company stamp, sign on it and then courier it to my client. The courier company used to send a pick up guy every couple of days to collect all invoices and send them on my behalf. When my client received the invoice, they used to take their own sweet time to send back a cheque. When i saw zpost, i was elated

• Unable to custoize the Quotation and Invoice screen?

  Dear, My Zoho User ID is 39236873 I have following issues with the enterprise version: 1. in Invoice, we get a 16 digit invoice on (which is not custmizable) 2. in Quote, the table containing Product Name, Qty, Rate and Total is distorted. Hw do I manage? Please advise as due to unable to use it to full extent, we didnot make payment for enterprise version and because of which now Quotes, Invoice etc important tabs have disappeared now. Please advise. Thanks, Santosh Gaikwad santoshg@a1fenceproducts.com

• Zoho Invoice mobile client error "Invalid value passed for authtoken"

  I was using my mobile client fine for a while now, but over the last 4 days I have been having problems when I try to submit a timesheet entry from the timer. I get a message "Invalid value passed for authtoken". I am forced back out the dashboard which then asks me to sign in. Meanwhile I have lost the timesheet. Has anyone seen similar? Thanks!

• 2way syncing Zoho Invoice <-> Zoho CRM

  Hi, is there a way for a real 2-way syncing accounts and contacts between zoho invoice and zoho crm? we need it urgently! thany you stephan

• Zoho CRM and zoho support - Products

  Hello, I integrated the Zoho CRM together with Zoho Support. I am surprised to see that the products cannot be integrated and synced between the two apps. In my opinion, if we sell something through CRM to our customers and create invoices, this should be also normal to have the different products lines integrated between the two apps : if you have to maintain to separate list, you will notice gaps and gaps mean error in reporting issue. As the Zoho CRM Plus states is truly customer centric, I would

• Can I select the specific CRM accounts/contacts to sync with Invoice?

  I am setting up Invoice after may years using Zoho CRM. I have a long list of accounts in my CRM.  Many accounts are dormant and will not receive invoices in the near future.  When establishing my Invoice contact list using the CRM sync method, can I chose to sync just my active accounts/contacts? (A subset?) I would prefer to have my Zoho Invoice customer list streamlined and don't want the inactive customers to show up in Invoice. Is there a solution in the sync process? Maybe there is a fix on

• My phone number and email doesn't show on my invoices

  Hi there, My phone number and email doesn't show on my invoices, I've put it in the 'correct' fields under address in the organisation profile but they don't show. I am I missing something very obvious?!  Thank you.

• Error With Multiple Payment On Invoice

  A customer is trying to make multiple payments on an invoice, but is receiving an error message.

• Why Can't I Get to Zoho Invoice Anymore?

  In the past few days, when I click on Zoho Invoice, it takes me to timesheets.  I've never used timesheets.  I want to create an invoice for a client, but I can no longer navigate to create an invoice.  Don't know what happened.  No changes to my account recently.   Evan

• Creating invoices from leads module

  We are using the leads module to keep a database of our retail contacts and use Zoho invoice. I see that we can create invoices in the Companies and Potentials modules, but not the Leads module. Is there a workaround so we can create a Zoho Invoice right from the leads module? Mas convert the leads into Potentials, we are not really utilizing the Potentials database? Once converted they leave the Leads module and only show in the Potentials? What might the downside be for moving all the leads into

• Enable Portal Access for Multiple Contacts using the Same Email

  I need to know how to enable portal access for multiple contacts using the same email address. Here is my specific situation. One office manager receives all invoices for all their multiple offices.  Each office needs to be billed separately I assume for tax purposes.  How do I add portal access for this office manager so she can view all offices?  Thanks.

• Change past invoice number

  I began 2015 with a new invoice format but the first 10 invoices still having las year's numbers and format. How can I change past invoices numbers? Only these 10 not the rest I have created since that moment. Thank you.

• Report listing all active recurring invoices?

  I can not find a report listing all active recurring invoices. Need this to keep track of this. How can I find this information?

• Duplicate Sales Order

  Looking at the other forums, I'm guessing this isn't possible, but I was wondering what it would take to add the ability to duplicate an existing sales order for an existing account.  We sell a lot of the same products to the same accounts on a regular basis.  Right now it appears that we will have to reenter all of the product/pricing info every time we want to create a new SO (even if everything but the date and the SO# are the only variables that change.   Am I just missing where this option is?

• Paypal shipping address

  Hello, We're an online retailer, and so we need a shipping address every time we take payment. When a customer pays with paypal though on a Zoho Invoice link, they are never asked to input their shipping address. This means that we then have to call up or email the customer afterwards for their address, which isn't very efficient at all. Is it possible to just add a tickbox in the paypal integration page that would force customers to specify a delivery address with each payment? Most paypal payment

• Fiscal year

  Hello everyone, I've just ask help to the customer support, but I'm trying and see if anyone out there can help me. Since our fiscal year coincides with the solar year, on 1st Jan. 2015 our fiscal year is changed. Today, we tried to produce our 2015 first invoice, just to discover that apparently the invoice numbering doesn't restart. Last year, our invoicing numbering system was: (Prefix)_currentyear_-_invoicenumber_ (which is sort of mandatory in Italy). That's to say: 2014-001, 2014-002, etc.

• Do I really have to use Zoho Reports (and pay 50$ a month) to create a report containing elements from Potentials and Invoice module?

  We are currently using Zoho CRM and I can create custom reports. But not, it seems, custom reports that are useful to us. Do we really have to use Zoho Reports (and pay 50$ a month) to create a report containing elements from both the Potentials and the Invoice module?  Or am I missing something here? Thanks! Afrikaans Albanian Arabic Armenian Azerbaijani Basque Belarusian Bulgarian Catalan Chinese (Simplified) Chinese (Traditional) Croatian Czech Danish Detect language Dutch English Estonian Filipino

• Zoho CRM API insertRecord Invoice difficulties

  I have spent a good deal of time trying to get insertRecord/Invoice to work through the Zoho CRM API without success. I have been able to make a number of other API transactions successfully, but the invoice insertion is not working. In pursuit of this, I have already: - Read the help pages thoroughly, including the API description, API examples, and field requirements for Accounts, Products, and Invoices. - Reviewed and followed other forum posts relating to invoice insertion. I understand that

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