Workflow Automation - Custom Function - Warning message
I have a Custom Field set on Contacts called "Bad Debt?", with values being "Yes" or "No". So now I'm trying to figure out how to, using Automation and Custom Functions, create a warning message that would pop up when any of users start an Estimate for a particular client, and the client has "Yes" in "Bad Debt?". Obviously, being a rookie in programming custom functions, I am struggling to get data for Customers from Estimate function. Is what I'm trying to do even possible?
Tax transfer reminder
I want Zoho to send me an email telling me how much tax money to put in to my business savings account from my last sale. Can I do this with automation?
Request several invoice details all at once
Is there a way to fetch several invoice details (with custom fields, etc) on a single request in the zoho invoice API?
Zoho Invoice + Paypal integration
If I integrate my Paypal account into Zoho Invoice, when someone pays for an item using Paypal and an Invoice is recorded in Zoho Invoice, does it also record that user who paid on Paypal as a Zoho Invoice Customer? I'm hoping the answer here is that it doesn't, so that my Customer database isn't flooded with one of customers.
iOS app won't open again after leaving application
It seems that since the ios 10 update I'm only able to use the app once - if I press the home button or switch to another app, I just get the "out of focus" screen when I try to use the app again. I have to force close the zoho app and restart to be able to use it a second time. This gets very tedious and time consuming when I'm trying to use the calculator or verify totals from other sources to input into the app.
Citrus Integration
Citrus Integration Cannot see the feature Any particular reason What if we have signed up and need the same as alink in invoice - does that work how soon can this be done any customisation possibility Vivek
P.O. #
I use recurring invoices for my business. I use a "customized" invoice template. I have a box on the invoice that is sent out that says "P.O.#" (beside of Date, Terms, and Due Date). Where do I go in Zoho Invoice to fill in this field? Thanks!
Export overdue invoices by client
I am trying to export all of the overdue invoices for one of my clients. I have looked through all the reporting features and all other areas of Zoho Invoice and cannot find a way to do this. I would like to export a summary of all outstanding, unpaid invoices, their amounts, their due dates, how many days past due, etc, just for this one selected client.
Zoho Invoice: iOS App - Payment Terms selection issue
While using the iPhone app to generate invoices I'm unable to select the desired payment terms (eg. NET 30) from the settings prompt. Invoice will always default to "due on date specified". Various terms options can be created and will appear in settings menu, but I can not actually select it. I'm only experiencing this with the app version, desktop is ok. Any resolution to this or just a bug that needs fixing? Thanks in advance!
iOS app update v4.0 issues
After updating to v4.0 there are a couple of issues that are mostly just annoying and one that breaks the app completely. Project list sorting does not stick. If I set project list to sort from the Project screen then go into add a new time entry the projects are not sorted when I go back to Projects screen. Also if I close app completely it loses the sorting preference. Related to the above, when I Tap to Select project in Add Time Entry screen, the project list is neither sorted, filtered nor shows
Payment not processed
I thought I'd give Zoho Invoice a try. I only setup one customer to gauge their experience. Problems. When they try to make their payment, it says "cannot process". On my side, I get no notification other than "unable to process". I am using PayPal Pro. It must be setup correctly, as I do not see any error notifications. My client is baffled and can't provide enough info for me to solve the problem, and I don't have ANY information on my side to solve the problem. Any suggestions or ideas?
Maintenance Data Center
Hi Your planned data center maintenance was to be concluded September 10. As per your announcement. Why are we still getting the announcement bar whenever we open the (invoice) app? Thanks Albert
Invoice API customer fields
Hi, Is there a way to get custom fields using the Invoice API? Thank you in advance
How to get a webhook from Stripe after user had paid his invoice ?
Hi, I juste need to notified my backoffice after user had paid invoice with Stripe. Idea ? Regards
Billing clients a percentage of full invoice amount
I bill clients in 3 parts. Is it possible to set up an invoice which could show the full invoice amount, any part payments, and balance due as percentage of Full invoice amount. For instance, total is R100, part payment R50, balance due R20 as 20% of full invoice amount (not R50).
Estimate / Invoice for Equipment Rental
Hello, I usually have to rent out some equipment to customers. I don't see any option where Equipment rental can be charged based of number of days. Eg. ABC equipment per day rental Rs. 500 no. of day -2 total per day Rs. 1000 Something like this. I am sorry if its there and I am not able to explore the option. Need help. For equipment selling part its working great so far. Regards, S.Singh
Billing, invoicing and rebates
I have an agent who is selling my services (computer repair) to consumers. When the repair is finished, I want to create a bill for the end user who will pay the agent the amount specified. The agent will then pay me the amount on the bill minus a fixed percentage commission or perhaps the full amount and then receive a rebate later. Does Zoho support such a process? I don't need to track whether the end-customer pays the bill but rather whether my agent has paid me.
PDF Printing For Thai Font
Hi, I would ask about PDF. file: After make an new estimate/invoice I press the print or export, the Thai font always error but English not. How can I fix it, I use for Thai customer and must use Thai font. thanks.
how to change name when issuing invoices.
I inherited a generic email account from a previous employee. Now whenever issuing invoices it sends from this - message-service@sender.zohoinvoice.com - and in the old employee name. Is there anyway I can change this, as the previous employee does not know how? The name on zoho email is perfectly fine.
How to get auto notificcation to email (for instance), when there is a new customer entered into zoho invoice
Hi, How to get auto notification to email (for instance), when there is a new customer entered into zoho invoice? Is there a way to do so, and maybe programmatically ? Simon.
VAT
How can I activate the vat on my invoices please
Timesheet - Period of time not visible (Online /Display + Report /Invoice)
Hello everyone, How to display the time periods entered in the timesheet ? (No need to edit each entry of the sheet to control). Even with an export to PDF, fields do not appear ! (Hourly ranges must be visible for my clients - Eg. As for night hours). Is it not possible to view this information online ? (display main page Timesheet) and also the notes for a quick check of the data entered. (Without having to go with the cursor over it). Apart from the many topics on the "notes", I am surprised that
Invoice Template
Hi Is it possible to display the VAT base on inovice. For example if I have following situtation: Product name Qty Price Tax Value Product 1 10 100 25% 1,000.00 Product 2 100 1 10% 100.00 Total: 1.000,00 VAT 10%
report on smartphone
hello how to access to invoices report / employee on smartphone apps report is available on the computer but not on iPhone Could you help Thanks manu
Both inclusive and exclusive taxes
Hi! Is there a way to have both inclusive and exclusive taxes? For example, lets say I have an item with sales price 1000 and I want to have Tax1 [20%] inclusive to that price, but also a Tax2 [24%] added to that price (total 1240). Is that possible? Thank you
Payment Gateways choices
Hi, I am looking for clarification on the available payment gateways for Zoho Invoice. There used to be more than I see under the setup. So I am wondering: Can you integrate Google Wallet? Are there plans for Apple Pay integration? Are the plans for Dwolla integration? If none of the above, is there a custom option and a tutorial where we can set up these or other gateways? Thanks, Helen
Payment Terms Option
Hi, I would like to ask about payment terms option for estimate. When we create the estimate, there are only 3 option of payment term for me to choose. But, in the contact details, there are more option stated. Net 60 was selected in the contact page but during the estimate creation, there are no option for net 60. So, how to add new payment term (net 60) in the estimate form. Kindly, please assist. Thank you.
Controlling the size of the company logo on Invoices and Estimates
My logo is 2" wide, but prints 6". Within the template section, are there qualifiers inside the % that can be added that will control the printed size of the logo? See attached example.
Variable billing rate for project
Is it possible to have multiple billing rates for a project? I need to two different rates depending on the type of work performed. Thanks.
I cant try Data Type to the Custom Fields
Hello friends, I cant see the option to change data type to the custom fields i was created in estimate and in invoices. Only put Custom Field like Text Box i want more options. In the FAQ of invoice see can try the data type in the fields but i dont see. Maybe is a perform for payment accounts ? i Actually have 2 acc in zoho CRM Thanks for the support
CRM and Invoice integration
I used to have access to the invoice module in my CRM. Now, that option is gone. I tried to reintegrate, but the Invoice option is not present. If I log directly into Invoice and look at the integrated apps and the CRM is still present in my integrated apps, but I have this message next to the integrated CRM app. I have not changed editions, what has changed? How do I fix this? Looks like there's a problem! Your Zoho CRM edition does not support this module
How can i AD the NIF or CIF to our Invoices ?
In the CRM i have a field to show this but in the Zoho Invoice this dont show. How can i make it see ? Thanks a lot !
How to remove past "Item Details" when making an invoice?
Sometimes it's useful to have past "Item Details" and sometimes it's not. When one wants to remove a past Item Detail, how does one do it? Hitting delete doesn't work. Right clicking shows no option to delete.
Problems with Pay Now Button & PayPal Link in Invoice
My client is complaining he cannot get the pay now button to work, or the PayPal button in the invoice. Is there an issue with browsers? Because The Pay Now button works for me in Opera, but the PayPal button does not. Yes, my PayPal account is connected. Thank you, Connie
New company, existing subscription
I have a Zoho Invoice basic subscription that expires April 2017. I recently incorporated my company and want to start afresh with the record keeping. Can I use this subscription for the new company?
Zoho Invoice : Adding Discount amount instead of percentage
Hi, Is there a way I can enter the discount in amount, instead of mentioning it in percent terms? For example, if the price of book is $10 and, I sell it for $8. Can I enter "$2" as discount, instead of entering it as 20%? I tried creating a custom template, but couldn't go very far. Any help / advice will be highly appreciated. Thanks!
How do you refund a customer for their payment?
Is it possible to refund a customer for a payment?
How to manually set timesheet entry to Billed?
I have a project where the billing is based on the project hours... with a twist. The twist being that at the end of the month, I look at my Timesheet entries, sum up all the project hours, and then I round them up to the nearest half-day (a half-day being 4.5 hours). When I am creating the invoice monthly, I am creating it manually (not generated through the project) so that I can edit the amount accordingly. Only problem is, there seem to be no way of manually flagging timesheet entries as Billed!!
How to change email address of recipients of invoice
Hello, I have to delete one email recipient from one of my invoices and add another email address... How do I do that? How Do I Change Email Addresses? Please let me know, Rod
Is there a way to duplicate an invoice line item?
Hello all, I use Zoho Invoice for a farm business that sells meats. Many of my products sell by the pound, and packages are not identical weights. For instance, I raise chickens. People buy many chickens (sometimes 30 plus), and they each line item is the same except for the weight. I find that generating invoices takes a long time for these large orders, since i have to start by looking up the item name in the list each time. (Faster Internet would probably help, too, but that's not on the horizon.)
Next Page