Multiple organizations and users under one account
Hi, I'm considering to offer a billing platform to my clients. I need to know if, having a subscription to Professional Invoice, I will be able to: 1. create an organization for each of my clients (unlimited?) 2. create users and assign them exclusively to their organization I'm currently trying out a free account with which I have not the opportunity to test the functionality of assigning users to organizations. Michele
Timesheet + Invoice issues
I am just exploring Zoho Timesheet and Invoice to see if it fits our needs. 1. Is there some way to enter timesheet start and end times using 12 hour clock and AM/PM? 2. From other messages I gather that displaying start and end times on the invoice is being worked on. Any estimate for completion? 3. When creating a second or subsequent invoice, I see that the invoice feature shows a message alerting (correctly) that there is an unpaid balance for a previous invoice. How do you make that unpaid balance
Change format of bill to address
I'm testing the Standard template and the format for the bill to address is wrong. It formats it as... Rob & Joe Traders 4141 Hacienda Drive Pleasanton 94588 CA USA when it should be Rob & Joe Traders 4141 Hacienda Drive Pleasanton, CA 94588 USA How can I change it? Also, how do I disable the country from the Organization and bill to adresses?
Pay invoice as a Guest (i.e., without using an e-mail address)
I am a physician and may of my clients are older and thus may not have an e-mail address or have not provided me with an e-mail address. Can I set up invoices to allow patients to sign on as a guest using an invoice number or patient unique identification number and a password (provided to the patient on the invoice) without having to supply an e-mail address with the option of setting up an account using their e-mail address? Many healthcare patient portals allow patients to sign on and pay invoices
How can clients without e-mail address login with an invoice number and password printed on an invoice.
I am a physician with older patients, some of whom do not have e-mail addresses, as well as patients that have not provided us with an e-mail address. We would like to have the ability to have patients login to the payment portal using their account number and a password that has been printed on the invoice (i.e., make payments as a guest). Many healthcare payment portals give patient access this way with the option of setting up future access by creating an account with their e-mail address and
Lost ability To connect to Zoho Invoice!
From the old zoho version: I'm pressing on the little Invoice icon and I'm getting a blank screen. From new zoho version: The little 'invoice' icon is not even available. I can log in to my mail and everything in Mail is working perfectly except for switching to zoho invoice. To acces my invoices I need to login to zoho Invoice otherwise Invoice is not available through the shortcut. Any Help?
Return Receipt in email
Hi Zoho, I think we all need a return receipt option for invoicing and estimates it would be nice to know if and when my customers received the estimates / invoices the idea is make them force to confirm the email so we know to 100% the invoice has been received Hope this is not so difficult to add (I'm sure it is that's why it is not added yet ) other then that you guys are awesome and I love ZOHO Thanks Mario
Invoice sent by name
Hi, When I send invoices, they are displaying my Zoho account name as the sender in the email header. How can I change this?
How can I delete a credit note with a refund?
How can I delete a credit note with a refund? when I try to delete the credit note, it says that the credit note has a refund but I didnt found the option to delete that refund.
Future invoices (on invoicing after 1st year with different amounts)
Hi, I have set up the ZOHO invoicing app for our company which provides annual services. Currently i have noticed the following two cases for which i cannot find a solutions. 1. I need to create invoice for Year 1 (sales with X amount) and then separate invoice for each subsequent year (maintenance with Y amount). Is there was way to do that from year 1 itself or must it be done manually. 2. I need a place to store notes for each customer. Some customers provide special notes which are applicable
%projectname% placeholder
Hi, I'm having some difficulty figuring out how to use this particular placeholder in my email templates. In my Invoices, I have the field for "Project" checked, and fill in the name of the project as I do for all other fields in the invoice. This is not a custom field, but rather one that seems to be a standard optional field in Zoho. The project name that I enter in this field, however, does not for some reason associate with the placeholder %projectname%... in which case, wherever I use
Maximum number of invoice and estimate lines
My evaluation continues - so far, mightily impressed by Zoho Invoice. I've typed quite a few invoice lines and estimate lines in but got a bit tired! Is there a limit on the number of lines that can be added to an invoice or estimate? Likewise,is the API restricted to the same limit?
Invoices Not Displaying Correct Values for Time Sheet (hourly) Based Billing
When creating an invoice from time sheets, using the "Service - Professional" template, the Qty column displays "1" and the Rate column displays the Rate*Hours (total amount), and the Amount column displays the total amount. This is not the way the information should be displayed or populated. As an example of properly populating the invoice, if number of hours billed is 10, and the rate for services is $150/hour, then the Qty = 10, Rate = $150, and Amount = $1500. I have attached an example invoice
API limits for ZOHO Invoice
Hi I really need to know the API rate limits for ZOHO Invoice. Why are these not listed in the API Help documentation? Is there a per minute rate limit? A per day rate limit? Hope I get an answer soon. We are evaluating Zoho Invoice but need to know about any API limits before we can proceed. Cheers!
How do I change the Currency Base for my organisation
Hi I'm an Australian Based Company that charges and account in USD (US clients) I'm unable to change the currency base in Zoho Invoices - it appears all options are "locked" and cannot be changed Have followed any forums help topic I can find but as above - all options are either locked or does not exist - this is a new organisation registered with Soho - there is zero data and still trying to get pass this step. so the question is does SOHO invoices support companies registered in one country
Create an invoice in php with API
Hello, I try to create an invoice in php from the API with this code : $jsonData = '{ "customer_id": "467818000000193001", "reference_number": "", "date": "2016-05-18", "payment_terms": 15, "payment_terms_label": "Net 15", "due_date": "2016-05-18", "discount": 0.00, "is_discount_before_tax": true, "discount_type": "item_level", "is_inclusive_tax": "false", "exchange_rate": 1.00, "recurring_invoice_id": "", "invoiced_estimate_id": "", "salesperson_name": "", "line_items": [ { "item_id": "467818000000031001",
Webhook for Payments Module in Zoho Invoice
Hi, I would like to trigger the webhook while Payment is created in Zoho Invoice. Could you please let me know if this is possible.? Thanks in Advance
Import multiple orders
Hi, Is it possible to import multiple orders (commandes) or invoices in zoho? Thank's :-)
Send delivery note directly from Zoho?
Hello, when I create an invoice I can send it directly from Zoho. After creating an invoice I create a delivery note, but I cannot send it directly from Zoho as far as I see... I have to safe it as pdf and then send it. Is there a way to send it directly like an invoice? thanks Paul
Regular invoices for unbilled work
Can you create a regular invoice for all unbilled work?
Zoho Invoice. Expenses Not to be double taxed
Dear colleagues, I'm doing invoices where, in general prices are tax-excluded (it is market in "edit invoices, last point before including concepts")... When I include expenses.... such expenses are included in the calculations for the total amount, but they are also taxed (independently of their own tax, if any) !!! For example: a) Situation A ---> Item 1: Price of 100 € + 21% VAT = Total 121 --> It is OK b) Situation B --> [Item 1: Price of 100 € + 21 % VAT] + Expense of 40 € (VAT already
Zoho Invoice and Zoho people
Hello again Zoho, Is there a way to synchronize the 'expenses' in zoho invoice with a form in zoho people? My company records expenses made for the office and employees in the expenses section of invoice. I would like to synchronize so that once I approve a payment, it records automatically in 'expenses'. I await your reply. Thanks
Invoice adjustment showing up as customer credit balance - help?
I had a customer pay me in advance for a portion of a project based on an estimate. When I issued an invoice for the remainder, I entered that payment as an adjustment on the invoice, so that his pre-payments were reflected in the invoice total. He paid the remaining balance and I thought everything was fine. However, when I created a new invoice for some additional work, Zoho is now telling me this customer has a "credit balance" that, if I desire, I can apply to this invoice. This is not correct!
Paying thru Zoho
I just received an invoice from my supplier Simplewan in AZ and it has been impossible to pay neither by CC or paypal, Looks like there's a problem! We were unable to process the payment because the billing address of the card holder does not match with the address entered. Simplewan & Zoho say there's no problem, so why doesn't it work ... I find this very unflexible and unconvenient, zoho is not up to its promises I'm afraid, won't recommend it ...
Add a item type column to the input form
It sure would be nice to define a type for each item on an invoice. IT can be difficult to account for items that are Products, Services, Reimbursable Expenses, or Various Fees. They all get mashed together at the end of the day and it is hard to seperate them at tax time. Thanks!
Automatically add Terms of Service into the Invoice, and Add footer informations.
Hello ! I have 2 questions : - I would like to know how it's possible to add a "Terms of Service" section displayed on the page after the invoice (I don't want it attached, or just after the invoice informations). - How is it possible to add footer informations in small characters like VAT number, Company adresse, phone number... (i'm using the "simple" template) Thanks a lot ! Quentin.
customize invoice template
Hi Zoho… Your invoice software is running great for me… I’m all definite to buy it when I hit my 25 Customer limit For the moment, I just can’t figure one small thing… want to customize my template to this Screenshot… can you please guide me how I would do it ?
Send new invoice with reminders about invoices overdue
Hi! It will be more effective for me to send to my customers new invoice with reminder about overdue for his old invoices. For example. If customer1 has not invoices overdue I would like to sent a new invoice with text: Dear customer1, The invoice #008 is attached with this email. Here's an overview of the invoice for your reference. Invoice Overview: Invoice: #008 Date : 30 Mar 2016 Amount : $1,000.00 Debt in favor of our company- $4,000.00 Please let me know if you have any questions. If custumer2
What is wrong with the following url?
https://invoice.zoho.com/api/GET/estimates/{$estimate_id}?authtoken={$auth}&organization_id={$org_id} hello there, im using the above url to get the data from estimates module in zoho invoices, but i keep getting the following response <Response status="0"> <Code>5</Code> <Message> <![CDATA[ Invalid URL Passed ]]> </Message> </Response> can you please tell me, what im doing wrong here?
How do I create an invoice with all of my timesheets?
How do I create an invoice with all of my timesheets?
Banking details appearing over logo!
So we've been using Zoho Invoice, no major issues until the last couple of days. Suddenly our banking details are appearing over the top of our company logo up the top left of the page!!!! I've tried sorting this out with your "live chat", however no one has come back to me and your rep could see this is an error. Why does this take so long for you to sort out? We are not invoicing customers now until you fix this as it looks very unprofessional.
Custom Domain Mapping
Hello, Is it possible to use my own domain for Zoho Invoice like billing.mycompany.com instead of invoice.zoho.com ? If so, could you point me in the direction of the documentation as I have been unable to find it.
Get original copy of paid invoice
I want to get a copy of an invoice for which I have already recorded payment. Currently, if i just download the pdf, the invoice total will be zero. I want a copy of the original state invoice, with the correct total and without the payment. Is the only way to do this to delete the payment, export, and then add it back?
How to fetch data from estimations in zoho invoices?
Hi, I am working with zoho invoices and want to fetch data of estimations from Zoho invoices using Zoho api using php curl, now i have tried 3 to 4 different solutions but none works, please don't refer me the official site's documentation i have read it 4 times and i'm not able to do what i want. To sum up i need the php curl url to fetch data from estimation module in zoho invoices.Thank you.
Custom portal url for zoho invoice
Hi, Is it possible to have a custom url for the zoho invoice portal? Regards, Christian
Show Prices Incvoice
Good Morning I would like to know if we can show on the invoice the retail price, the price list aplicable to that customer and the discount. Many Thanks
Final Invoice Layout
When creating an invoice, the user can choose to invoice unbilled expenses. I do that and all is fine EXCEPT that invoices come on the invoice listed first. I would rather have my time and tasks first and invoices at the bottom. I do not understand this. Is there a way to do this? Zoho tells me there is not, but surely I am not the only user that would like expenses at the bottom of the invoice and my time at the top.
How can I import my Zoho Projects timesheets into Zoho Invoice ?
Hi ! I use Zoho Projects for years and now, I'm testing Zoho Invoice in order to see if it could replace my current billing system. I setup the whole thing and I'm ready to send my first bills produced by Zoho Invoice. The only problem is that I can't see how I can "import" / see / use my Zoho Timesheets for billing. As all products seems to be related with the token, why can't I have access to my timesheet from Zoho Invoice. I don't want to dupplicate all entries. Thank you !
How can I change an expence status to indicated it has been reimbursed
Hi! I've just finised importing all my expenses from september until march in Zoho Invoice / Expenses. Of course, all transactions has been reimbursed so for but I can't see where I can change the statut of those expenses to "reimbursed" either one by one or bulk change. Thank you !
Bulk Printing now available in Zoho Invoice
Hello, We are happy to announce the much requested and much awaited feature in Zoho Invoice - Bulk Printing of Estimates and Invoices. All you need to do is, select the invoices you wish to print and then click the 'Print' button. All the invoices will be downloaded as a single PDF file which can be printed as you wish. You can print upto 25 invoices at a single go. Go ahead and give it a shot and let us know how it worked for you. Regards, Reshma
Next Page