No bills in the customer portal
Customers can not see invoices in the customer portal
change company name?
Hi, how do I change the company name on my invoice? Thank you in advance.
Can I search by custom fields?
Hello all, I had added a custom fields to my contacts so that I can reconcile them with another system. Can I search contacts by custom fields? Right now I have to pull ALL my contacts and search them. Thanks Ralph
Status of unbillable tasks default incorrectly to "unbilled"
Steps to reproduce (in the browser interface): - click on Timesheet in the left sidebar - click on a project name - in the Tasks list rollover a Task with Type "Non-Billable" and click the Start button that appears - the Status of the task appears as Unbilled Shouldn't the status be "Non-Billable"?
How can I create multiple labels for the Quantity value in an invoice template?
I'm trying to bill for services by the hour plus add expenses by the each. But I cannot figure out how to customize the way the items are described. The services are saved as a project with time entry and set to bill by the hour. I add the project to an invoice using my template. In my template, I set the label for "Quantity" to say "Hours" at the top. That part works as I'd expect. But I also have unbilled expenses that I add to the invoice. These expenses are categorized and given a dollar amount.
I added some custom fields, now I need to export them
Can someone let me know how to export custom fields?
Does zoho offer something like hello sign where customers can sign a contract electronically?
Does zoho offer something like hello sign where customers can sign a contract electronically? Im getting frustrated with entering the customers information twice (once for each application) and I am looking for a product that is more seamless. I use zoho invoice, so i want something that will merge the data over.
Tax calculation not adding correctly
I'm having a problem with my taxes on invoices. Currently I have two taxes set up; PST at 7.0% and GST at 5.0%. I've set them up as a group so that they display separately however when the two are added together as a group they add up to 12.35% for some reason. This means that I'm constantly overcharging taxes. I checked both rates a reset them to 7.0 and 5.0 respectively but it hasn't changed the group rate. I need to get this fixed soon. Can anyone help me with this?
Multiple thank you notes
Hello, there is an option to create multiple thank you notes in Zoho Invoice, but I don't see where I can select which note is being sent. When I mark the payment of an invoice as paid, I only have an option to send out the 'standard' thank you note. I want to send out different thank you notes based on the service provided. Is this possible? If yes, how? If no, why the option of having multiple thank you notes?
Staff (user) on Zoho Invoice permissions (Level of access) request.
I am signed on as a user, on my Invoice account.... And my staff has way too much access to sensitive information! I need the Users to only create invoices, add payments, and add items.... Not have access to the "Dashboard", Settings and Reports. Will this level of control be added soon? I would like to be able to create a user for my account, and set the level of access, and then send the information to them, not "invite" them. Invites should be for customers to access their invoices.
How to show a project name in the header an Retainer Invoice?
I see that from the Project module one can create Estimates, Invoices, and Retainer Invoices and they are associated with that project. Great! But, if I create a Retainer Invoice this way the Project Name appears outside of the actual invoice, not listed in the header (as it is with Estimates and Invoices). Is there a way to list the Project Name in the header of a Retainer Invoice without having to manually type it in?
Please add date sort to Expenses during Invoice creation
Zoho, Time on a project is delivered to the invoice in date order (as opposed to entry sequence - which was changed about 2 years ago) - why can't we have the same thing for expenses? I enter expenses as I have them - sometimes, my expense information isn't available until the end of the month - for expenses earlier in the month. The invoice shows these expense items in the order they were entered, regardless of date. I know I can move them and re-order in the invoice - that's what I'm doing
Link location to make a payment
Does any one know the link to make a payment to increase space? Please send. I cannot upload anymore documents and need to immediately. But, I cannot find portal to make a payment to purchase on Zoho. msoler@executiveworkforce.com. Thank you, Mike
How to remove empty placeholders on an Invoice?
Hello, On Zoho Invoices in Contacts' Billing Adress we have a few placeholders for different address lines, however not every contact has every single address line filled out (eg for somebody 'state' might be empty), and when we create an invoice for such contact we get empty lines (where the placeholders should be, but they are empty) in between of other placeholders. Is there a way to remove empty line of an empty placeholder on the invoices?
Can't sent .dwg files as attchement anymore with invoice
Hi, i can't sent .dwg files anymore when i sent a invoice, i get the message "File types with extension dwg are not supported". But from begin this year untill now i was able to! so why it changed? and is there a way to fix this so i don't have to go toi my email client to sent my invoices? Regards Jos
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
Unable to filter Timesheet entries
Hi, In the All Timesheet page, you can choose to filter your entries by selecting a different status in the "View By" drop-down: However, lately, this option keeps producing an error whenever the filter is changed to anything other than "All": I believe the culprit appears in the resulting route (URL) when the change is made. You can see in the address bar that the filter_by parameter is changed to Status.Unbilled%2Cundefined. I assume the undefined has no business being there at all: Let me know
zoho giving 414 error
I am using coldfusion to post a code to the Zoho Invoice API So far so good, if i send a very Long Data in JSONString it throws me 414 error: Here is the code which i am using <cfhttp method="post" url="https://books.zoho.com/api/v3/invoices?authtoken=#token#&organization_id=#structurl.organization_id#&JSONString=#arguments.jsondata#"> <cfhttpparam type="header" name="Content-Type" value="application/json"> </cfhttp> this way: it gives 414 error, if i try to pass JSONString in body without giving
Discount for payment by check/cash
I am a month into using Zoho Invoice now. I linked payments to my Paypal account as a nice option for my clients to pay me more quickly. I was not prepared to see how much 2.9% + .30 was adding up. What I want to do is factor this fee into my rate but provide a discounted rate if they are paying by check or cash. I understand that you can do discounts on a per invoice level but can you provide a more automated method where the client understands what the discounted fee will be should they choose
Mileage Expense Tracking
Is there any possibility of creating quantity and unit price for the expense module? Today we have to modify each line of the invoice to change te default quantity from 1.0 toth enumber of miles - and then change the unit price tot he price/mile allowed. We need to report mileage logs to the government in order to claim back the car expenses. This would be a major enhancement to the invoicing application.
Generate invoices for a membership site. How to handle the advanced payment
Hallo, I'm try to handle this scenario: - I have a membership site where readers can access after they pay the subscription feed with PayPal. This is handled by my membership software. - Once a week I import the new customer data in Zoho Invoice and send the invoices (in the future I'll do that with API, but it's another story) - Since the client has a already sent his payment I want to make it clear and evident on the invoice. The only way I can think is to add a Custom Payment Term that says something
Better treatment of advance payments and "bulk" payments needed
Hi, There are two situations that are not handled well in Zoho Invoice and I hope that at some point the functionality might be improved. 1) I receive, say, a USD 2,000 advance from a customer, which I will use to pay future invoices. I can't issue an invoice for the received amount, because that would be an incorrect accounting practice. I need to be able to apply that payment as a cash balance on the clients account and then offset it against the invoices as I issue them. The only way that
Error 1002 Creating Invoice
While creating invoice I am passing the basic required parameters but I am getting 1002 Contact does not exist. as error in response. Can anybody please tell what might be the issue? Passing following json "{'customer_id':557604000000039040,'line_items':[{'name':'TV Guide','rate':5,'quantity':1,'item_total':5}]}"
Round off ledger addition during invoice making
I am not able to link up round off ledger during invoice creation to adjust decimal figure
Recurring Invoice or Payment Reminder
I have many clients that make monthly partial payments until paid in full. We want to remind them of their monthly payment without having to manually send them an invoice or automatically doing a Paypal charge. Is there a way to set up the invoice to automatically go theme every month. I set up recurring invoice, but I have a feeling that it is going to automatically charge them instead of just reminding them to pay.
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
Hide Invoice Custom Fields in Document Information
Hello! Im trying to work on ZOHO Invoice Template From BOOKS, please help me information on how to hide Invoice Custom Fields in Document Information section on Top Right side where the list Invoice No & Date... Thanks in Advance Can
ACH AND CREDIT CARD HELP!
HELLO, I've posted before but never got a response. Is it possible to only offer ACH payments through the customer portal or online invoicing system? I do not want to allow credit cards, only ACH. Thanks!
Upload time sheet from csv
Is it possible to upload in Zoho Invoice a time sheet from a CSV file?
email address issue
Hi, I have a contact in invoice where the details of the person has their email but in the contact list there is no email. If I try and edit the contact to add an email into the blank email field then I get a message telling me I need to use a unique email address. I have to add their email each time I generate an invoice. Any thoughts or can someone try and edit the contact? Thanks
Bi-weekly recurring invoice
Hi, thank you for the great service. I use it to send out the invoices to the company I work for as contractor, but I have a problem. I must be able to send the invoices bi-weekly (the first of the month, and the 15 (or the next monday if the 15 is not a working day). This is common practice in USA so I wonder why this option isn't available. Am I missing something?
Shipping address
Can the label "Shipping Address" be changed to "Work carried out at" or something like that on the invoice template. I have just done a job for a new customer who owns quite a lot of property's that are let out, and it looks like I will be doing some more but it would be handy to be able to put the address of the property on the invoice. Also how many address can be saved. Jes
Possibility for using Price Lists but still showing the rebates/discounts on estimates?
Hi there, Is there a way, while using price lists with discounts set for some special clients to still have the discount of the price list appearing on the estimates so as for the client to have a vision of the commercial privilege he has been granted...? Thanks for any help on the matter
Status List
Is there a list of all the possible values of the Status field. I'm reading Invoice information in Creator. In most cases I only want to process a Status = 'paid' but I need to test for other values such as 'partially paid' or 'void'. A full list would help me know what values need to be handled.
How do I record advance payment?
What is the correct way to record advanced payment received from customers? Some of my customers send several months rent payment in one check. I have used the Credit Note function, but this makes my reports not accurate. I have seen the older version ( http://www.youtube.com/watch?feature=player_embedded&v=ywkKMul7NSs) of this task but it does not work like this in new version. Please help.
US to EU Data Migration
Hi - due to EU laws, we need to transfer our data from US servers to EU servers. So far the response from Zoho has been: Open accounts with Zoho.eu Pay Back up data on Zoho.com Transfer Ask refund This is an awkward proceeds - especially the pay, ask a refund. For instance as a 3 year customer we have a large file structure on Doc - no advice given as to how to replicate this.
Zoho Invoice trail a disaster before it even gets going
We have just decided ot trial Zoho based on its excellent reviews it has received as we need a new invoicing tool to replace the now broken Invoice2go, and it's even worse!!. No matter what we do to change the design of our new invoice we get the error message "Requested version change is not permitted"....Six of us had fiddled with it and changed anything we feel may cause this error message but we've done everything perfectly....and even if we hadn't...what sort of error message is that to send
customer view recurring invoice which is automatically charged
Hi, I understand that a customer portal will only show invoices after they have been generated. If I have a customer with recurring invoices that will be charged automatically, there is no way to allow them to see what amount will be charged and when it will be charged before it happens. No email can be generated as a reminder. No view of the invoice upcoming in the portal. Is there another way to let a customer know of their upcoming charge? Thanks, Helen
Create, Charge and Send Invoices question
I send out recurring invoices monthly for 3 different services. I have Zoho invoices send me a draft before it gets sent to the client. I do this because I use different email templates according to the service i'm billing. I always have to select the email template from the dropdown because the default one is always selected. My question is if I set the Recurring Invoices option as "Create, Charge and Send Invoices", will it always use the default email template? Charles
Imported invoices will not be mapped to an existing customer, instead a new customer is created (even if Customer Name field is populated correctly)
Hi, we are already using Zoho Invoices so we have already configured a bunch of contact/customers. Now we would like to import some old invoices that reference the already configured contact/customers. Unfortunately the importing system does not consider the Customer Name field as a key so a new customer/contact with the same name is being created for every import action we perform. Is there a way to import invoices that referrer to an existing customer? Thank you in advance Denis
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