How to maintain steady cash flow during the COVID-19 crisis using Zoho Invoice
Dear customers, I hope this finds you and your loved ones in good health. As we are witnessing, the COVID-19 pandemic has started taking a toll on businesses of all types. Here are some useful tips that could help you streamline your invoicing and AR processes to keep your business healthy. 1. Communicate clearly with your customers: During this period, transparent communication with customers is a necessity. A lot of businesses have started displaying messages on their home pages, explaining their
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
Introducing: Digital signature for estimates and invoices
Dear customers, We are pleased to announce that the much awaited Zoho Invoice - Zoho Sign integration is live! You can now sign your estimates and invoices before emailing it to your customers. Also, you can have them sign your estimates while accepting it. Here is our help document to help you get started: https://www.zoho.com/invoice/help/integrations/sign-integration.html Note: This feature is available across all editions of Zoho Invoice except the Indian edition. Out of all the feature requests
Zoho Invoice Follow-up Automation with help of "Workflow"?
Hey Zoho Team, Can you help us how can we create a work flow for Zoho Invoice Follow-up. 1. Can we create a Workflow for Overdue Invoice Payment reminder to our client? 2. Can we add multiple Invoice in one reminder email sent to our client with the help of "Workflow" & "Automation"? 3. Can we exclude any particular client from the follow-up loop reminder from the on-going loop that has been set for everybody? Can anyone help us out in setting up the workflow?
Introducing auto-scan for expense receipts!
Dear customers, We are excited to announce that Zoho Invoice now supports automatic scanning of expense receipts. This feature was introduced in other Zoho Finance applications a while back and we are glad to roll it out in Zoho Invoice now. No more stashing receipts in a box and waiting for your accountant to record them! Upload an image of your receipt and let us do the rest for you. :) With the auto-scan feature in Zoho Invoice: You can quickly upload receipt images and let the system scan key
Inviting you all for Zoholics Canada, India and Saudi Arabia!
Dear customers, We are delighted to inform that Zoholics, our annual user conference is all set to unfold in Canada (Nov 6th-7th), India (Nov 19th-20th) and Saudi Arabia (Nov 19th)! For registration and other event-specific details, you can visit the following pages: Zoholics 2019: Canada Zoholics 2019: India Zoholics 2019: Saudi Arabia All of these events have sessions for finance to help you streamline your back office operations. You can also book slots for exclusive one-on-one discussion with
Introducing Item Rates Inclusive of Tax
Hi, Have you had to struggle with making adjustments to your invoice amount because the last decimal place just won't match up! Fret no more! We are happy to announce that you can now specify your item rates inclusive of tax in Zoho Invoice. For instance, while creating an invoice for, say, $ 120 inclusive of 20% tax, you do not have to go through the tedious process of separating the tax amount to enter into Zoho Invoice any more. All
Error occurred while processing transaction at the gateway
Hello, Trying to process payment for an invoice by using "Charge Customer" with a credit card that I have sucessfully used in Zoho Invoice for at least (4) months and I received this error: "We are unable to process the payment at the moment as Error occurred while processing transaction at the gateway" Please advice. Thanks!
Free Webinar on The Taxation Law Ordinance 2019
Note: This webinar is only for Indian edition users of Zoho Invoice. Last week, new amendments were made to the Indian Income Tax Act, 1961 and Finance Act, 2019. The amendments are made with the intention to boost investor sentiments, push for 'Make in India' initiative, and reduce the tax burden for Indian corporates. Some of the provisions include: 1. Slashing of the tax rate for manufacturing companies incorporated after 1st Oct, 2019 to 15%. 2. Companies that do not avail tax incentives will
Meet our product experts at Zoholics 2019!
Dear customers, We are excited to announce and welcome you all to our annual user conference, Zoholics! Coming to Auckland (Sept. 17), Sydney (Sept. 19-20) and Melbourne (Sept. 23-24). For specific event information for each of these locations, check out the links below: Zoholics 2019: Auckland Zoholics 2019: Sydney Zoholics 2019: Melbourne What you can expect: Product training sessions: From billing to expense management to inventory tracking, we have dedicated sessions for all of your favorite
Richer Dashboard Experience and Ability to Customize/Configure
It would be awesome if the dashboards could really be customized to suit users unique needs - The ability to remove Budgeted Hours and add in some currency conversions for billed (outstanding) invoices as well as unbilled items. To put it into context: I work in SaaS/FinTech as a consultant subcontracting from the US with a firm based in Australia (as well as one domestically). I work/bill by billable hours - Billing the Aussi firm in AUD and being paid in AUD (converted into my US bank upon delivery).
Invoice
Hello! a have a question. There are some situations when after invoice sent and money piad something goes wrong. This leads to changes in overall price. For example: I sent my customer an invoice with the total price 2000$ and he paid it. After this my customer tells me that delivery is his responsability, and the price is going to be 1800$ but he already paid 2000$. How can I change my invoice or somehow make a note about this overpayment in ZOHO? Maybe somehow count it in future invoices for this
EU Strong Customer Authentication (SCA) for card payments
Hi, Just had an email from Stripe: "On 14 September 2019, a new European regulatory requirement called Strong Customer Authentication (SCA) will introduce two-factor authentication requirements for many online payments in Europe. We expect this regulation to be enforced in the UK regardless of the outcome of Brexit. Payments that aren’t authenticated will be declined by your customers’ banks. We’ve released a new payments API and SCA-ready products to help you prepare for this change. To get ready
Is it possible to show the reduced price in the item line?
hey, we offer discount (%) to some of our services (programs) when customer buys them for a certain amount of people. We than give them 10-25% discount on the regular price. ZInvoice does not show the reduced price for what the customer saves in the item line. They would only see this if they just bought (qty) 1 in the Amount field. Is it possible that we could add the reduced price under the regular rate? Something like the normal rate dashed through and the new Rate underneath Example: Product
Item search in Zoho invoice app
I have been using zoho invoice for almost 2 years, and the app works great. But recently when I try and do an estimate or invoice, every time I try to search for an item it doesn't show up. I have to type exactly what I am looking for in order for the item to show. say I am looking for an item (Sink: stainless steel 50/50) If under search I type 50/50, it doesn't show I have to type Sink: Stainless... for it to show up. Before the update I was able to find it just by typing 50/50 Is there
Introductory text on estimates and bills
Hello dear Zoho users Is it possible to have an editable introductory text on estimates and bills at the beginning, without fiddling with the html of the document? I'd like to describe the details of my service before the listing of the sales items ... Best regards, Z.
Regarding debit note for late fee of due invoices.
Hi, We are using zoho invoice API to create automated invoices from our application for customer. previously we were collecting late fee with in invoice as adjustment and the template was fine. but now as business rule changes we need to raise a automated(through API) debit note to collect late fee each month for all due invoices and this should same as invoice except the following changes in template one we create and send to customers: header should be "Debit note" instead "Tax Invoice", invoice
How good is Zoho Invoice with Zoho CRM?
I'm wondering how their Invoice module is and how well it integrates with their CRM. Is it flexible, easy to use? Is the time tracking feature worth being called so? What is your experience with Invoice? Thanks you!
Zoho Invoice add-on for Gmail
Hello everyone, You can now bring your Zoho Invoice organization within Gmail, with the all new Zoho Invoice add-on. You can increase your productivity by connecting Zoho Invoice with Gmail. Read on to know how this add-on can help you. Add senders as customers With the add-on, you can add customers to Zoho Invoice without leaving your inbox. Whenever you receive an email from a customer or a potential, you can add them as a customer or contact person to your Zoho Invoice organization. Click the
Estimate Template designed
Hello Is it possible to create fully custom templates for quotes? When I go into "template" I find old templates that I had created entirely. When I want to edit I have the error: "Please specify the" taxItems "This tax has been added to your HTML tax. How to correct this error? Thank you
Mileage expense in mobile app
Is there an option I am overlooking in the mobile app that is similar to the online app for entering billable vehicle mileage?
Can't import items into Zoho Invoice
Hi, I just spend whole day trying to import items into Zoho invoice. I was successful before but for some reason the file I choose doesn't correspond to the actual file on my computer?? It's as if it remembered the last file but can't see the updated one. I have tried everything - the file is not too big. If I use the option to skip it skipps all files that are already in the app, but completely ignores items that are new as if they were not there. If I use override option it says illegal value specified
What's New this May 2019 in Zoho Invoice?
Hello everyone, Zoho Invoice is growing constantly as a product and we bring in updates every month to help you manage your business efficiently. Let's take a look at the new features and enhancements introduced in Zoho Invoice for the month of May. Send messages with the SMS add-on (Indian Edition) We have introduced the SMS add-on feature for our Indian customers. You can now send SMS messages to your customers regarding their payments (provided they have a valid mobile phone number). You can also configure
Generating invoice api grant_token code from java api
Hi, In one of my application I am using invoice API. I refered https://www.zoho.com/invoice/api/v3/#oauth. I can able to get refresh_token and access_token through our java API passing grant_token as code parameter. But I generated the grant_token code from browser. I need to get grant_token code form API. I used the url https://accounts.zoho.com/oauth/v2/auth? with parameteres from API, Its redirecting to zoho login page to authenticate. how to achieve this, Am I need to add any authentication
What's New this April 2019 in Zoho Invoice?
Hello everyone, It’s a new month and we are excited to bring you the enhancements and updates we made in Zoho Invoice. Let’s take a look at some of them and see how it will help you. PayTabs Integration (UAE, KSA & Bahrain editions) If you’re a business owner in the GCC region, collecting payments from your customers just became easier. We’ve integrated with PayTabs, a payment gateway for businesses in the GCC region. You can now collect payments in nearly 168 currencies from anywhere across the
Negative balance in RED
Why can't an invoice have a negative red balance? It is easier to see customers with a refund on an invoice by selecting a category that has a credit due back... I have many customers who do not process their credit/negative balance until months later.
Invoice Date
I have many invoices that a customer will put a deposit prior to an actual invoice date. When a client initiates the order, it is sometime later from the deposit date but work commences afterwards... Deposit is noted on date but an invoice should be re-dated to a later date while noting an earlier deposited date.
Adding a Zoho Projects Task when a draft invoice is created
Hi, I have a bunch of recurring invoices set to create draft invoices for me. Is it possible to get Invoice to add a task to Zoho Projects asking me to check & approve the invoice? I've tried using webhooks connecting with Zoho Flow & Projects but these only seem to work with created invoices and not drafts. Just need a way to know when a draft has been created so I can approve it. Many thanks. Rgds Jon
Zoho Invoice API in PHP
Hi, I am trying to integrate with Zoho Invoice API using PHP. Is it possible to get the invoices and contact data using date range(like created from 01/04/2019 - 20/04/2019) using CURL ? If possible could you please send some sample PHP request and response. Thanks & Regards, Pavithra
Not mandatory field, mandaroty
Hello, I opened the Invoice App for the first time and filled out the form. There seems to be a problem, as mandatory field, aren't marked as such (ie in red with a star). i guess this should be corrected... As I didn't filled Currency and Time zone, I get the error report, but the form still show the field as not mandatory ;)
Has anyone migrated from Freshbooks?
I'm looking to migrate from Freshbooks and cannot see anywhere on Freshbooks to export my data. Has anyone ever completed a migration successfully other than manually adding your old data?
Regarding Payment
HI, I am using zoho invoice API in my application. In my application each customer can make more than one invoice payments(includes due payments) in one shot(online payment using razorpay gateway). write now In my application ui I have given payment link to each invoices. But I need user to select invoices so that all selected invoices amount can pay through one online transaction(debit or credit card or any kind). Is there any kind of payment link to zoho customer(like invoice_url one present in
ERROR: invalid element paid_through_account_id
Hello, I received this error when trying to add a billable expence on my Android mobile. invalid element paid_through_account_id It would save it, as long as it was not flagged as billable. Once I clicked the toggle, it came back with this error. I can make the expence billable from my chromebook and Win OS. I have the most updated version of the mobile app installed on my Samsung S9.
Repeating invoice numbers
At present time it seems that invoice number must be unique. Due to local regulation, I need to reset my invoice number at a beginning of each year. This seems to be impossible in Invoices since the number must be unique. Is that really so? Any way to remove the uniqueness check? How to circumvent this? (Please note, I am not allowed to add any prefix/suffix to my invoice number!)
Email and print invoices
Each month I have a mix of email and print recurring invoices. After emails have been sent not sure how to go back and print the remaining invoices.
Content of the mails sent with Zoho Invoice
Hi, When I send a quote with Zoho Invoice, I use an email template that has already been created. Sometimes, depending on the client, I add a personal message. When I send the email with the quote, I see in the quote timeline that the email has been sent. How to find the mail history with its content? Is this possible in Zoho Invoice? Maybe it's possible via Zoho CRM? Thank you
What's New this November 2018 in Zoho Invoice?
We've got some amazing product enhancements that will improve your invoicing experience in Zoho Invoice . Check them out below! Enhanced Version of Zoho Invoice - Zoho Projects Integration We have enhanced the Zoho Invoice - Zoho Projects integration. In this, you will be able to sync project related data such as Project info, Tasks, Bugs, Timesheets and its users from Zoho Projects to Zoho Invoice.With the imported data, you can send invoices from Zoho Invoice. This enhanced version is currently
Suggestions for improvement
My Business has recently used Zoho Invoices to invoice all our customers. But as much as we love this platform there is little to no room for customizability. I would love to see some of these listed suggestions added to this platform to improve its efficiency. Invoice status Add the ability to input custom status. The only ones available are paid, Sent, Void, Write Off. I would love the ability to add custom ones as I please. Invoice Templates Improve the customizability of the current templates.
What's New this October 2018 in Zoho Invoice?
We have some exciting product updates and enhancements for October. Keep reading to know about them! Zoho Invoice - Zoho Mail Integration No more switching tabs to check emails and transactions simultaneously! Integrate your Zoho Mail account with Zoho Invoice to have your emails and transactions under the same roof. This integration simplifies the process of attaching email documents to your transactions and all the mail activities can be viewed within your Zoho Invoice organisation. You can checkout
Invoice Item Description Field
Hello, When I create an invoice, I choose an article as an item, for this item I can add a description text 'Date value, or something else). But this description text is not show on the final invoice. Why ?
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