what does Profile mean in a invoice seting up process
Dear all, I don't know what does Profile mean in a invoice seting up process. Would you mind helping me? Regards, Lam
How is the due date calculated on a recurring invoice?
Hi I may have misunderstood how this is set up but can't seem to find answer on help. I have a monthly invoice I need to send out and the due date is say 5th of every month. So now I want to make this a recurring invoice sent 2 weeks before the 5th of every month. How can I set this up? Do I choose "Net Terms 14" say and that will automatically adjust the due date + 14 days the start date of the invoice? Which doesn't make sense as it won't always land you on the 5th of the month. Thanks Gene
Download customer statement pdf through API form invoice API
Hi, I have a requirement of download customer statement pdf through API in one of my application like invoice. I am able to download invoice pdf through API. But not able to achieve customer account statement using invoice API. Any documentation or suggestion will be appreciated. Thanks
Attachments to invoices not visible online at the PAY NOW link
I have the various options checked to include the attachments to my invoices when they are viewed online. However, when my invoice is sent to a client that is not using the Client Portal the attachments are not showing up. What happens is that: the client clicks on the "PAY NOW" link in the email that is sent out with the invoice and then they click on the invoice number at the top of the Pay Now webpage their invoice is then displayed, but without the attachments... even though they should be
Selling products/services on my website
I use Invoice to manually invoice clients for services after the fact. However, I would ideally like to allow clients to purchase some products and services in advance through my Wordpress website. Is there any way to embed products/services that I've
Complete Placeholder List?
Do you have a complete list of placeholders that are available for us to use in email notifications? A complete list would be helpful, but right now I am trying to find a placeholder for the first and last name of the person who actually places the order.
Zoho invoice - attachment not showing in PDF
Hi there, Earlier any attachment uploaded to an Invoice was showing when I save the invoice as PDF. But looks like last few times this is not happening. Any update on this?
How to use Profit Margin Scheme tax on second hand item sales in Zoho Invoice
Hi Second hand items Tax applied only on profit. How to configure Profit Margin GST in Zoho Invoice ?
How to cancel an invoice
In Spain when we need to cancel an invoice we have to make another one with the same amount in negative. We cannot delete any invoice as we have to mantain all the correlative invoice numbers. How can I solve this problem?
Invoice address not updating
Hi there. No matter how many times I update a client's address, the invoice is never updated. I also check the box that says "update all estimates, invoices etc". Still no luck :( I changed the address in Books directly on the contact, nothing...the address
Zoho Invoice 2.0 - Automated Reminders - X day(s) before due date and at least Y day(s) after invoice date
Greetings ZOHO Developers, I must say I was very excited to hear about the release of ZOHO Invoice 2.0. It includes some feature requests that I submitted myself. One of them being the ability to set automated reminders to send X days BEFORE the due date instead of AFTER. However, I see that when I set an automated reminder to send "Before due date" I am presented with the option of setting it to send "X day(s) before due date and at least Y day(s) after invoice date." What exactly does this mean?
Add Profit & Loss Report to Zoho Invoice
All the data needed to make the report is already collected. It would be great if a report could be generated like in zoho books.
"Check to add budget" option missing when creating a new project
Hi, I need to add a $ budget to a new project and then track the spend (timesheet logged) for that project so I don't exceed the budget. In the documentation (https://www.zoho.com/in/invoice/help/timesheet/timesheet-create.html) it says there is a checkbox
How to disable my signature that is added to every Invoice notification
In my 'Invoice Notification' emails, there's an extra signature. This signature is not in the mockup of the email and gets added when sending the email. See screenshot. Can you please point exactly where I find the setting to switch this off? regards, Doron I've posted this question also here: https://help.zoho.com/portal/en/community/topic/signature-18-12-2012
Custom quote Formulas
Hi Is there a possibality of getting a custom qoute and invoice. I need me quote to show my rate*Service*Days.For example 5k x 2 Macbooks for 2 days witch need to amount 2 days as i run a rental company.
How to change Emailed invoice button from "Pay Now" to "View PDF"
When I send a paid invoice to a customer who has paid in full as a receipt, it is awkward to have tell them to click "Pay Now" to view the paid invoice even though they have already paid in full. Can this green button be changed to say "View PFF" instead
Weekly and Monthly time log missing
Hi, I am trying to find the weekly and monthly time log as per the documentation (https://www.zoho.com/in/invoice/help/timesheet/timesheet-logtime.html). Have these options been removed or moved to a different location? Kind regards, Sunil
How do I add a past unpaid balance to a new invoice?
I'd like to add my customers' unpaid balances to each of their new invoices as a reminder, but I don't want to charge them for the unpaid balance twice by adding it as a new item. How can I get around this?
Zoho Invoice Will Soon Discontinue Support for Older Browser Versions
Hello users, Starting from May 15, 2024, Zoho Invoice will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than
Sending invoice to vendor name
Hi team. We need to be able to send invoices to our vendors often. I can only see a spot where it searches (customer name) and then also I found accounts. However I need to send invoices to my vendors (Under their business name and their business address,
How to change Item Table titles from "Task & Description"
When editing a custom invoice template using a custom layout. How do I change the columns and/or the titles of those columns for unbilled time that has been added to the invoice. Below is a screen shot of what I would like to change. The use case: We
Estimates & Invoice - Mark up on items
it would be awesome, if i can add an mark up to my items. Items would show my wholesale cost and then the mark up on an item (percentage), this of course will not be viewable by my customers. thanks for the great tools!
Why are some reports not available for scheduling?
I know I have asked about this years ago, but I can't understand why only some reports are able to be scheduled while others are not. I need a monthly report generated and emailed for my sales tax liability.
Sales by Item total not equal to Payments received
I'm running reports on my Zoho invoice account for the previous year. The total showed for the "Sales by Item" report is LOWER than the total showed for "Payments Received" Can someone explain why? I'd understand if the Payments Received were lower than
Late fee customization
I would like to set up late fees. I have searched and cannot figure out how to accomplish this. Also, on the app I am unable to select the "terms" while creating an invoice. I just have to select the due date I want. This is disappointing because I use the app 99% of the time. Any help is greatly appreciated.
Automatic Late fee on some invoices, but not others.
Hello, I was wondering if there is a way to set the automatic late payment fee on only the invoices I choose. All my clients have recurring profiles that invoice them monthly for our services. These have a late payment fee if they do not pay by the 15th of the month. However, we also sell an occasional product to our clients also. These invoices I do not wish to have a late payment fee for. Thanks, Chuck
Late Fee customization on Invoices
We just switched from Freshbooks to Zoho Book since we integrated Zoho One across the company, however, I'm having a difficult time figuring out how to automatically add our late fee? We send invoices out on the first of every month. We have Net 30 day terms so usually expect payment by the last day of the month or a few days later at most. We charge a late fee of 1.5% of the invoice per month if payment is not received by the 15th of the following month. So if we issue an invoice on July 1st and
How to create automatic Estimate Reminder Email
Hello - We do a lot of Quotes/Estimates. However, we always fail to follow-up with customers on these quotes. Therefore, many times we fail to convert these quotes into orders. We want to automate the process of Quotes/Estimate Reminders. Here is the
Zoho invoice report needed: Sales by country
Nowadays is vital analyze sales by country. This report on sales by country need to be based on a country code table. Very simple and a great tool. Thanks a lot Zoho Team. Keep up the good work¡
Xero Integration with Zoho CRM
Hello! Suvichar Technologies, our partner, has developed an integration utility that lets you sync your Zoho CRM accounts, contacts and invoices with Xero (a popular Accounting package). Vinay Joshi, CEO of Suvichar Technologies, has posted about this integration in our blogs. Read More. Do try this integration and let us know your feedback. Regards, Sharanya R The Team Zoho CRM
Recurring expenses
I am on the free version of Zoho Invoice (because that is all there is now, I think?) and I am looking for recurring expenses. It is shown on the website, it is documented in the documentation. But I cannot find it anywhere to activate. How do I use
"CUSTOMER HAS VIEWED THIS INVOICE" - PLEASE SPECIFY *WHICH EMAIL ADDRESS* IT WAS VIEWED BY
Please allow us to see when a specific email recipient views an invoice/estimate/etc. Sometimes, I like to CC myself when I send invoices to customers. If I open the email, Zoho Invoice then tells me "Customer has viewed invoice", which is not technically
Profit / Loss report
Hi, Now we have expenses implemented (which is great), can we have a report which shows our true profit, after expenses are taken into account? Thanks Vinay
Custom Placeholders in Terms & Conditions
Hi Zoho, Totally loving the Zoho Invoice and I am excited about revolutionizing my current workflow. I do have a question about adding custom placeholders into an estimate/invoice. For example, when I create an estimate, in the terms & conditions it will always have the following: • 50% project payment of $6,667.50 upon signing of project contract to start brand design, wire-framing + design of website • 25% project payment of $3,333.75 upon start of programming of website, or on March 1, 2017,
Sending Invoices to Vendors
Hi team, using Zoho One. In the Invoices system, I can see that 'contacts' load into the 'invoices' system. So I can send an invoice to a 'contact'. However I can't seem to load 'vendors'. Is this normal or I am missing something? I am trying to send
Custom field in "Bill To" section
Hello, I am trying to add a custom field called VAT number at the bottom of the address that's shown in the "Bill To" section on invoices. I've created a new custom field in global Settings → Preferences → Invoices → Field Customization. If "Show in All
Default attachments emailing invoice
I would love to be to define default attachments (files) that are included with every invoice emailing. For example every time I email I need to attach my pdf with sales conditions manually. It would be nice if this would be included by default.
Create a rule to allow only one related contact has custom checkbox checked
As noted on this page a custom check box is needed for contacts in order to correctly sync the primary contact for each client/account: https://www.zoho.com/us/invoice/kb/contacts/crm-primary-contact.html How do you validate, when a contact is created
deposit on invoice
how does zoho invoice handle deposits on a total invloice. we do web design work and often collect an upfront (deposit) on the work. lets say the invoice is for $6000 total, we may request $4500 to start work. How would you deal with this issue?
Create invoice with other currency
After checking the internet result, I want to confirm Zoho invoice does not have the option to create an invoice/customer with other than base currency, right? For example, my base currency is HKD, but I have a customer who only accept USD currency invoice,
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