Sales reports
I am a subcontractor in the construction industry, so my customers have to deduct 20% income tax from my labour. I can use a field in the total set up to deduct the CIS tax but my reports are then wrong - so for instance I charger £2,000 + VAT which totals £2,400. which it the correct total of the invoice but then my customer has to deduct 20% from my labour which is £400, and has to be shown on the invoice. so My customer only pays me £2,000 and pays the £400 over to the Inland Revenue - which is
Multiple Organizations under one Zoho Account?
I have 3 different companies/entities for which I have set up separate Zoho accounts: 1) NuInvest (own domain) 2) ISLSP (own domain) 3) Gpolzer (personal no domain) Questions: should I have set up one Zoho account and established multiple organizations with different domains. It is becoming difficult to log in and out and am trying to consolidate under one 'umbrella' account if possible. Thank you. George
invoicing for Maintenance company
i want to computerized all work on http://jevego.com . please help.
Which Zoho product to use?
I am rolling out a Saas based online service. I am planning to provide 3 different plans for customers 9.99$ a month 19.99$ a month 29.99$ a month Apart from subscription cost, there are on demand services that customers can order and we need to expense them accordingly. We charge our customers on monthly basis (subscription + on demand expenses). I have the following requirements 1. Ability to manage subsrciptions for customers 2. Add an expense for customer based on on-demand orders 3. A portal
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
Zoho Invoice: Store client's credit card details for future transactions
Hi Zoho, One important feature in Zoho invoice should be the possibility to store client's credit card details in its contact form, and charge him on any transaction (recurring or not on a regular basis), using an integrated 3rd party. We use Stripe, so that part is solved. But... Unfortunately, it seems the only way Zoho allows to store client's details is only if it is a recurring invoice! Our transactions are never recurrent on a regular basis, even if the amount may be the same and repetitive.
Error creating an Invoice in Zoho Projects
I'm trying to create an invoice for the first time in Zoho Projects and am getting a strange error message that I don't understand. It says: "Sales order disables. Please, Enable Sales Order to access sales Order related settings." I have my Zoho Projects account integrated with my Zoho Invoices account. Help! Thank you!
Zoho Invoice Question
Hello! I have products that I sell and I offer the ability to have the customer pay up front (one invoice) or divide the payments over 12 months for monthly invoicing. While I know that I can do an invoice for the entire amount, what is the best way to divide the amount owed and invoice over 12 months? Is this possible? Do I have to do this manually? Thanks!
Problem to delete contact(s)
Hi ! I noticed today that I could not delete contacts in my Zoho Invoice. Every time I have a error message in French as you can see on my screenshot: Google Trad: ""Customer Order Disabled Enable sales orders to access customer order settings." I can not delete one or more contacts at all. I searched everywhere to activate this famous "Customer Order". The most amazing thing is that I have two organizations with a standard plan. Each under a different user and with different parameters. And I have
Timesheet - View non-billable tasks
I am contracting for a company but for the sake of clarity I have to show when I take holidays so they can check and see my working days and my non-working days. Is it possible to show this in the timesheet overview on the portal? So I created two tasks now * Work * Holiday but when I set the holiday as a unbillable task, it does show up in my list but not on the customers portal list. Thanks!
Editing an invoice after payment has been made
Hi. I'm wondering if you could help with the following: I have a customer that wishes to pay for an invoice (hire of equipment for an event next month), however they may add to the equipment they have ordered between now and the event. If they pay for the invoice now, can I edit it later (if they choose to add more hire items) and then resend them the updated invoice so that they can pay the difference? Thanks
Php with zoho invoice api
I am new in zoho invoice api. I would like to create a new invoice by the following step, Step 1 : html form post data to php script, Step 2 : PHP script send the data to create a new ZOHO invoice throw ZOHO invoice api. The problem I am facing is that I can't create a new invoice by doing all this. I would like to have a simple example(minimum data need) of that php script to create a new invoice.
Zoho Invoice is not useful
Hello, Zoho invoice free is adding Zoho ad (sent by information) to outgoing email subject even if email body have "powered by" information. This is very bad commercial promotion because is no one can prefer to use it in this way. Free version is very limited, on the other hand standard plan very expensive. Why? Basic plan is not good option because of 50 contact 1User limitation. Standard plan seems very good but cost is 150 USD per year so 550 Turkish liras because of exchange rate difference.
Zoho invoice reports
I am just new to zoho and a self employed tradesman. I have left invoice2go and joined zoho.
Remove Customer Name From PDF Invoice
I'm trying to change my invoice so that only the company name shows in the "Bill To" field. Unfortunately, the contact's name (Customer's name) also shows in the field. Can you tell me how to remove the contact's name and only show the company name in the invoice?
may i combine two or more zoho invoice accounts under one organization
hi i am happy if you let me know how to merge two or more zoho books account under one account because i created 3 zoho invoice accounts under one user name kindly let me know
Portal customisation
Hello, How do you customise the Invoice customer portal? Here are what I need to change: - choose which custom fields to show in the "My Account Details" section - choose the layout of the document previews how can you do that? thanks
Embed company logo in e-mail template (embed, not link)
Hi all, we're currently sprucing up our outward appearance a bit, and as part of this effort we're revising our invoice notification and payment reminder email templates. To add our company logo to the email itself, we've resorted to using a standard img=src direct link format so far, but with the increased blocking of image links by newer email clients, more than often the resulting email looks blah with the images being blocked out and replaced with the email clients' placeholder. One way to work
link to view invoices on portal
Hello, I notice an issue when clicking the link sent to customers so they can view esimates/invoices/etc on the portal. If the customer is not logged-into the portal, the web page to view the document is show in the language configured for Zoho invoice admin which might not be the customer language. Could you at least use the langage of the user's browser? thanks
Please Bring "Reporting Tags" to Zoho Invoice
Hi Zoho, Could you please bring the Reporting Tags from Zoho Books over to Zoho Invoice? I use Invoice mainly to keep track of rent for our (money-losing) art studio, but we also sell some of our own paintings. I'd use Zoho Invoice more for the paintings if there was a way I could more easily differentiate between the two revenue streams. Since this feature already exists in Books, in my mind it should be simple to bring to Invoice. https://www.zoho.com/books/help/settings/reporting-tags.html Thanks!
I have two organizations, can I merge them?
I have two organisations under my user account, with different templates, contacts, numbering, etc. I'd like to merge them together. Is it possible? Thanks in advance! Elaine
All dates are off by one day.
For instance, today (Friday, June 2) is appearing as June 3rd.
Different Discount Groups
Hello World: I am testing invoice.zoho and was looking for this feature: We always have a BASIS price, which is the same for everyone, but we have different customer groups and attached to these clients different pre set discounts. Regular one time buyer get 0% discount Regular buyer get always 10% discount after first order Dealer get 25% Discount Distributor get 40% discount. I want zoho to choose automatically the discount for each client once pre selected. How would I accomplish that?
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.
Tasks not visible on the portal
Hello, I have a problem with the portal on Zoho Invoice. I activated the portal for a contact. This contact has an active project with several tasks and a few timesheets. Everything is active and no task or project is inactive. When the contact connects to the portal, it sees the project but it sees no task in this project. Why ? thank you in advance
Zoho Invoice - CRM -One integration questions
I have Zoho Invoice as part of the Zoho One package. Yet it will not let me add users. 1. When in Zoho Invoice > Users & Roles, there is no 'INVITE' option for adding any of the four CRM/Zoho One users. And when I click on the Users tab, I get an internal server error on a page with a long url but that has zoho books in the url. I have emailed support and not received an answer so trying here. 2. When in Zoho Invoice, I am trying to sync 'invoices and estimates' with Zoho CRM. But when I click enable
Restrict workflow rule trigger when Invoice updated via API
Hello Team, I would like to know whether it is possible to restrict the workflow rule trigger while updating Invoice through API. There is a facility in Zoho CRM API to pass parameter value false for parameter wfTrigger. Please let me know if this is possible. Thanks in advance
Sending invoice pdf via email from Zoho Invoice
Hi, two questions: - how can we remove " - Sent Using Zoho Invoice" from the subject line when sending out invoices directly from Zoho Invoice? - can we add information from the contacts module when creating an invoice / to the invoice without having it show up on the actual invoice? This info is only required when sending out emails (invoice, reminders, etc.). Thanks
Access to portal without password?
I'm testing the customer's portal features and actually there is something that I think it's not so useful to the customers. My point is: each time a new contact or account is added to Zoho Invoice I have to authorize them manually to access the portal? Can't we "bypass" the authentication and leave customers to log into portal without having to input a password? Why I'm asking that: when we send a new estimate to customer, on the email template we have a url that takes the customer to the portal,
[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
Zoho invoice Braintree Payment issue (Internal error)
Hello, My client tried to pay his invoice several time with braintree API but it's showing an internal error... Need your help to fix that please. Thank you in advance.
Name format
So we seem to have a strange mix of name formats in our zoho invoice. We linked it t zoho crm and did the name format in zoho crm but still no consistency. Ideas please
Banking details needs to be captured during payment/receipt transactions
Banking details needs to be captured during payment/receipt transactions
print out items- catalogue
As a company we carry pricelists which has always been difficult with zoho crm. So in invoices what are our options. We have just been printing out the item page in different views. Does anybody have ideas on creating proper reports with the images. This would be so great. i know we could create a blankish quote sheet and the list all of the items but not ideal.
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!
Restrict Items showing in Zoho Invoice?
Is it possible to only show certain items in the Invoicing App, even if listed in Inventory App. I have created composite items, which are manufacturing components and not required for the Sales person to see in Invoicing. Having all the items showing makes it too complicated for the Sales Person, you know what sales people are like!
Invoice with hourly rates plus lump sum / fixed rate
I bill my clients per time plus when I work for them at their location I charge a fixed rate that covers the time and expenses spent on travelling to them. When I work from my office, I do not charge them that fixed rate of course but only the time that I worked for them. My question is: How to include the fixed rate for travelling in my invoices? Currently I am using Google Sheets to keep track of my work and have a column to state if the fixed rate applies. Ideally, I had hope for a checkbox like
Report Designer
Hi, Is there a possibility to create a new report by user themselves - selecting the columns required in the report and the filter fields and the field to be grouped. Basically a report designer kind of functionality is what is my look-out. As in the Project area - only there are 3 reports - Project summary, project detailed and timesheet report. This is not enough. So may be if a designer sort of interface is there - then it will be good to choose our own columns and grouping and filtering to generate
Bad change in online payments
Until now, when I send an invoice to a customer to pay online, the email contained the link to the payment page, no matter if the customer had enable portal or not. From now on, if the customer (or one of the contacts under the customer) has the portal enable, the payment link at the invoice do not bring him to the payment page, but to the portal access page. This add an unnecessary step for the payment, first to log in the portal, just to pay. For customer was better before when they just clic the
Zoho Invoice and Zoho CRM integration
hey, i'm using zoho invoice for estimated/quotes and invoices i activated it in zoho crm. Now i want to send my customer an "sales order". Is it possible in zoho invoice to create this? I don't use the quotes module or invoice module from zoho crm because it has limited funtionalty for my workflow. And what i also don't want to do is creating the sales order from scratch in the sales order module. I want it to work automaticly otherwise it's just slowing me down not helping me. maybe someone can
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