New Comments and History Update
The update to the "Comments and History" section needs to be changed back! Our company relies on that section being easily visible when looking at an invoice. We use this section several times a day to understand if the product from that invoice has been send to our distributor. This is imperative for us. Please help!
view start and stop times
Is it possible to view the logged start and stop times for a task?
Tax issues
I think I must be missing something very basic here, since no one seems to have the same question. I am helping a friend set up different tax scenarios for her German translation business. Within Germany she charges VAT; business clients outside Germany have to pay the VAT themselves (reverse charge) so she doesn't add it to her invoices except as a sentence reminding them that it is their responsibility to pay it. I can't figure out any way to just leave taxes off, it seems I have to choose a tax
Edits to timesheet, goes back to unfiltered list
If I examine my timesheet entries by client, then select View By: Unbilled and Period: Previous Month, when I edit a timesheet entry (for example, to clarify my notes or fix a typo), as soon as I press "Save" on the log entry I go back to a totally unfiltered view of timesheet entries for that client. Oddly enough, when I begin in the "All Timesheet" view and make edits as above, I return to a properly filtered view where my selection of "Unbilled" and "Previous Month" is maintained. Can you fix
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
API post via Android
I hope I am in the correct forum. I am trying to make a POST via the invoice API. On android, I am getting error code 500. When using curl I am getting the following message: {"code":2,"message":"Invalid value passed for JSONString"} I have tried the following > https://invoice.zoho.com/api/v3/items?authtoken=xxxxxxxxxxxx&organization_id=163411778&JSONString={"name": "H5afdrsfdswd Drive","description": "500GB, USB 2.0 interface 1400 rpm, protective hard case.","rate": 120.00,"account_id": "","tax_id":
Edit Late Fee
How do I edit the Late Fees in Zoho Invoice?
Adding extra fee when paying by credit card
Is there any kind of option or setting where I can charge,say 3% more if they choose to pay with a credit card such as swipe? Swipe takes a lot out of the payment. I only want to add an extra fee, like a convenience fee if they choose to pay with credit card. Is there a way I can do this?
Recurring invoices on the iPad
How do you edit a recurring invoice service on the iPad? You can pull up customers, but it doesn't show the recurring invoices they have associated with them.? When I pull up a client I want to see what recurring service they have with me. I want to see the next payment due for them. I don't see any of that on my iPad. I don't see upcoming invoices at all, only paid and overdue.
CAN I CHANGE THE VIEW OF THE DASHBOARD
HEY , I NEED TO HAVE VIE OF ESTIMATES AND INVOICE DATA IN MY DASHBOARD CAN THE VIEW OF THE DASHBOARD BE CHANGES
decimal point estimates in lines
Hello, I have set decimals in currency section 0000.00 € and everything is right but when I am introducing price lines estimates will not allow me the use of the comma. for example: I write 100,22 and will not let me, I write 100.22 and then in the final estimates itself out 100.22 thanks
How to bill for multiple timed projects at a fixed cost?
I have several projects for a client that are set up in the time sheets section. I would like to bill for all of these projects at once. This does not show up when I go to create an invoice: The link "include unbilled projects" just below the item table. How would I bill for these projects at one time?
Does anyone sync ZOHO crm with MYOB Account Right Live?.
I am specifically looking for the syncing of invoices between Zoho and MYOB. Entering the customer invoices in MYOB and receiving payments in MYOB.
Can Zoho Integration with Mutiple MYOB files
We are an organisation that has 5 different businesses under our umbrella. Each business sells different products but mainly sells to the same group of customers. We would like to set up a CRM whereby you have 1 Account for each customer but enables us to be able to synchronize 5 different MYOB company files depending on what product has been sold. Does anyone know if this is possible?
Invoice templatre - Terms & Conditions on backside of the page
Hi, I'm trying to use one of the invoice templates from the gallery. I would like to always print the "Terms & Conditions" on the backside of the invoice. How is this done ? Can I insert a page break somewhere or any other trick ? In the past I used the "HTML editor" to create templates unfortunately this option has ben removed, it made Zoho invoice stand out from the competition. Best regards, Francis
Zoho Invoice - Custom Fields From Estimate Transfer into Invoice
When I mark an estimate as accepted and my invoice is created, the custom field information is not included on the invoice. Is there a way that all the information on the estimate ends up on the invoice See attached for example of the missing info in the invoice Thanks
Windows 10 Universal Application
It is great that you guys are already supporting Windows Phone and Windows 8 with both a mobile and desktop app, however the apps are quite outdated in terms of the UI and the functionality. It would be great if you guys could develop a Windows Universal app that has the same polish and features as the apps on Android and iOS. Major features that are missing from the current Windows apps are estimates and invoices. I have also taken the time to mock up some UI concepts and to how I would like the
Need to know the amount spent to the project and profit
Hi Team, I required 1 help in zoho invoice,is there any way to track the amount which we have spent to 1 project ex : purchased lan cable,patch card & labour bill,then we need to raise the bill to customer. In the final output i need to know that remaining amount is our profit.where can i see this option. Regards, Rajesh.S
Recurring invoice - Create, Charge and Send Invoices at a customer level
Hi, There needs to be a way to apply the settings for this option on a customer level and not just for the entire account. There are times that we have the customer credit card but don't want to auto charge them monthly on a recurring invoice. But we do have the need to do this for select customers. Thank you.
Customize translation for customer's portal?
I've checked the customer's portal and it has been shown in Portuguese from Portugal language, which is very bad to brazilian people, where I am and make business. So, is there any possibility to customize some words just for the customer's portal? Additionally, I saw that customers only can pay their invoices (using Paypal for example) through customer's portal. Is there a way to send a direct paypal link instead of an url to take customers to portal?
Questions about email template
I'm facing a little issue with email templates, for invoices and/or estimates. I've customized the email template and put a html code, however after saved it, Zoho changes my code automatically inside my html code with a lot of <br> tags (<br> is line-break in html) and the template gets broken with those line-breaks. Is it normal or I can't use html content for email templates? Thank you.
Adding Billing Instructions/Wire Transfer Details to the Invoice
Hi Guys, We are in International services and have multiple overseas clients whom we invoice in their respective currencies. I am sure many of us are doing the same for our various customers. I have a suggestion here: Can you please include a option of adding billing intsructions/wire transfer details to the Invoice? I know that I can add custom notes to the end of each invoice stating the bank details for payment or international BACS transfers. However, we use multiple bank accounts and have different
Sell services instead products
I'm a webdesigner freelancer then I sell services instead of products, and each service (a webdesite for example) can have a different price for each case, customer or project. I made a test generating a new estimate to myself and, in "New estimate" screen we have no option to set the price. The same happens with "Items" list, so, I can't set a price individually to the same item, which could be "Webdesign" or "Web development". In conclusion, I inserted a new item in Zoho Invoice called "Webdesign
Can we hide the currency symbol for estimates, invoices and payment receipts?
Considering I only make business in my city, I don't need to show the currency symbol, it's totally irrelevant for my customers. Is there a way to hide it?
remove the zeros.
Hi Team, while generationg the Invoice in Qty field it shows like this 1.000 for 1 quantity ,request you to tel me the steps to remove the zeros. Regards, Rajesh.S
Zoho invoice with barcode
Hi, Would like to have invoice number bar-code can zoho invoice. Can I add a barcode font or any other way ?
multiple invoice notification email templates
Hi, Depending on the scenario, I modify our "invoice notification email" template with different introductory text. It would be great if I could create multiple templates to choose from ie. template #1 is for a new customer (first invoice), template #2 is for a regular customer . . . etc. Thanks! Brian http://www.redpelicanmusic.com
Customer Statement Header
Hi All, I hope someone can help. I am looking for the area to edit the header for my Customer Statement. Right now when I send this out it says "Statement of Accounts" but it should say "Statement of Account". I am sure there was a way to edit this but I cannot find this now. Thanks.
Marking items as paid
Is there an option where I can mark tasks on a timesheet as paid? It currently says they are all unbilled and I do not know how to change this.
Two issues with using workflow automation to send email
Hello, I'm trying to use the workflow automation feature of invoice to automate an email to my customer when the invoice date arrives. Ex: I want to create an invoice with a future invoice date and on that date, have it email my customer. The email successfully sends to the customer, however, I have two issues: 1- the status of the invoice did not change from "Draft" to "Sent" (shouldn't it have?) 2- there was no pdf of the invoice attached to the email (how can I get attachment to send on emails
Assign customers to salespersons - Zoho Invoice
Hi, I am new to this application and I am not sure if this application suit me as an owner of a company with few staff.I am looking an application that allow me to assign group of customers to each individual salesperson which then allow them to do estimates and sales order for their assigned customers. Besides, salespersons can only view invoices and owing of these customer rather than other customer which have been assigned to other salespersonn; whereas me and my admin can view and manage all.
Tips Payment
Hi Zoho team, I have some clients who occasionally send payments with an extra amount. For example, if I send the invoice for $41,5, they will send $50. They consider this as a tips instead of to be used as credit for the next bill. What should I do to make it considered as a tips, not as an "unused amount"? Thanks.
Backup function
Hello, as I'm sure you will agree, backing up is extremely important. Currently, to backup my data I go to each table and export the files to excel individually customers / invoices / items / recurrences / payments A function which would produce all files (and maybe even a settings file, plus custom templates) and download as a zip would be extremely useful. What do you think? V.
How do you use the "Automation --> Email Alerts" section?
How do you guys use the "Automation --> Email Alerts" section? Can you give me an example of how you use it? I'm not sure if it would be helpful for me, but maybe I haven't been creative enough in my thinking. I'd love to know how you guys use it to give me some ideas. (:
Tips Payment
Hi Zoho team, I have some clients who occasionally send payments with an extra amount. For example, if I send the invoice for $41,5, they will send $50. They consider this as a tips instead of to be used as credit for the next bill. What should I do to make it considered as a tips, not as an "unused amount"? Thanks.
currency
About base currency and customer currency. In the Invoice, I would like to the base currency for all items, sub total and total amount. And show a additional customer currency in the final total amount. Also, show the exchange rate. For example: Item # 1 100 2 110 3 200 sub toal 410
Cannot create estimate/Invoice (the Zoho Invoice version) from Potential page?
According to the documentation regarding the Zoho CRM and Zoho invoice integration, I should be able to create Zoho Invoice estimate/invoice from within the Zoho CRM contacts or potential page. See https://www.zoho.com/crm/help/zoho-invoice/#Create_Invoices It clearly states: To create an invoice/estimate Click Contacts, Accounts or Potentials module and select a record. In the [Record Details] page of the Contacts, Accounts or Potentials module, go to the Zoho Invoice/Books Related List. Click Fetch (if
Zoho Invoice Attachments Questions
I have been using Zoho Invoice for about a year now and I LOVE it. I recommend it to clients all the time. I have noticed that the attachments feature has improved quite a bit and it is looking like something I could actually use in my workflow. However before I do, I have a few questions I can not seem to find the answer too and thought I would ask publicly so others could find the info as well. 1. Is there, or will there be a way to mass export attachments? I have no desire to leave Zoho, but I
Currency in dashboard not correct
I read in the forum that currency problems exists here and there. In the dashboard it is completely wrong. I've sent invoices in SEK but the amount is shown in euro in the dashboard. Probably because euro is my base currency? Will the dashboard support multiple currencies in the future?
Delivery note Align to centre problem.
Hi, Just went to create a delivery note for my invoice and the title 'Delivery Note' nearly overlaps my bill to address. It needs to be centered like the Invoice template. As it looks like it's 'align to left' instead of 'Justify centered'. Thanks, Will.
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