Grrrr..... Sync questions
Google University isn't helping me and I'm sure this question has been asked a million times. Anything I find on google I'm assuming is from older versions because the options on my zoho don't correspond with any info I've found. Anyway... How do I sync Invoice and CRM so that I can add a customer in either or and then either manually sync them or have it auto sync? When I first fired up Invoice it did allow me to import my CRM contacts/profiles however I can't for the life of me figure out how
Allowing customers to login and see their current statement & invoice history
Hi, I run a specialized website hosting system, and invoice my customers using Zoho Invoices. I'd like to have some kind in integeration between Zoho & my website system, so that my customers can see their invoice history & current statement. Ideally, I'd like my customers to be able to login to their website control panel; and see a list of their recent invoices & their statement - perhaps in an embedded iframe? Is this possible? Thanks David
Possible to add categories to item list view?
Hi everyone, Is it possible to create categories within the Invoice list view? Essentially, I would like to have 2 folders just to add some organization. Each folder would contain the same items, but one would be the retail price and one would be the wholesale price. It's not essential, but would really help create some organization within our list of items. Right now, I just sort the list... Is this the best way to do it? Thanks, Tegan
Correction for an invoice as separate document
I have a payed and completed invoice that contained an item that was incorrectly charged. Now I have to do a partial refund, is there any possibility of doing so in Zoho? Ideally I would be able to create a separate document and link it to the existing invoice
Problems with Invoice Export
Hi there, At GetSmarter we are using Zoho invoice and reports as part of our business process. We are having a problem where we csv exports are capped at 10000 but we need to export between 30000 - 40000 rows and growing. Is there a way around this without manually adjusting date ranges to have less than 10000 results and joining together? This is creating a huge problem for our financial department. Kind regards, Mike
Important improvement to currency system!
As I understand, all items must be currently priced in base currency only? If so, this makes simple things really complicated and basically makes ZOHO invoicing impossible to use for companies selling products in many currencies! A working solution would be to allow ITEMS to be set in any valid system currency. Then based on the customer currency settings, the invoicing would do the exchange rate conversion accordingly: 1. If customer currency IS item currency, no visible conversion in invoice will
Tax summary not adding all the tax calculated
Hi, Under reporting for tax expenses, it is only calculating categories under "IT and Internet Expenses" but not others? How do I calculate all the tax incorporated eg also including "Office Supplies" or custom categories?
Invoices not showing in Projects
In our ZohoInvoice account we bill for three country offices in four currencies. In order to maintain separate currencies we create an additional customer for invoicing rather than use the one in CRM (our CRM default currency is USD and our Invoice base currency is AED). For example, ABC Co. in listed in our CRM but in Invoice it needs to be ABC Co. INVOICE in order to invoice in Saudi Riyals rather than either USD or AED. This works however, I can't seem figure out how to link the invoices with
How do I import the STATUS field when importing items?
We have had a Zoho Invoices account for some time now and have compiled a very good list of items inside that account. We have just started a new company and opened a new Zoho Invoices account for it. Because what this 2nd company does is so similar to the 1st, I exported all the items from Company 1 and imported them into Company 2 account. Unfortunately though, there doesn't seem to be any way for me to import the STATUS field of each item, which makes the whole feature a lot less useful. I know
timesheet tracking in days
I use Zoho Invoice these days to manage my invoices and find it great. I have three projects I get involved in with a client but bill in full or half days. Currently just keep a simple worksheet to track days in a week for each project and a recurring invoice where I manually enter the numbers. Noticed Zoho Invoice has a timesheet and projects tracker. Thing is that my rate is agreed in terms of days rather then hours. Also current timesheet interface is geared towards hours / minutes counting per
How do I insert Company Name in Estimate
It is currently showing Contact Name followed by customer's address only.
Invoicing
Hi, for accounting purposes I need to catergorise National clients and International clients, is there anyway to do this?
When can we expect to get a true balance due?
I have been going through the forum and I don't see any update on the "Balance" due being fixed to show a true amount for customers. When will we have the ability to show a true balance due on invoices and reminders? Honestly I am looking at other options for my invoicing because it doesn't show a true amount due and creates extra work for me. You have a column "Receivables" which shows how much a customer owes me. Why can't you incorporate that into a placeholder to show on invoices? Troy
Eft banking details payment options
Hi there, Im trying to invoice my clients and only display eft banking details for them to pay. No online payment system, is that available?
Zoho Invoice: Adding Sales Person
This one should be relatively easy: I know I have added Sales Person to the invoice before, can you remind me how we can do that? Also, I am interested in having a calculated subtotal for Distribution including some but not all of the invoiced items. It this possible? If not, we are currently calculating it by hand and putting it into a custom field, or to use the Shipping Charges and Adjustment fields. Thanks! David
Remember / Save payment info for customer
Hi. Is there any way for the customer to save/remember their payment (credit card) information after their first invoice? I'm connected to Stripe, but I don't seen anything on the payment window (zoho invoice) that would allow them to save their CC info so that they can avoid having to re-input all that information again on the next invoice. Please help.
Zoho Invoice Import Broken
When I try to import Invoices, the system gives me the message: "Import was unsuccessful as one of the headers has exceeded the maximum length of 100. Please check the file delimiter you have chosen. " When I delete enough columns, it works, BUT then all the columns are getting connected together, like in this screenshot: http://screencast.com/t/tHDZadhU7 If I put quotes around the column headers, then it only imports the first column. I even tried importing Zoho Invoice's own test file, and got
How do I insert an image?
Hello, I'm trying to insert my company logo into my email signature for ZOHO invoicing. However when I click on the "insert image" icon, it says "ImageSRC" which I'm not familiar with. It does not allow me to browse my computer for the image file. Thanks for your help. Roman
To change the base currency
Dear All, Any further information about change the base currency? Our company works all over the world and invoice in different currencies. I have tried to change it, because I need to make an invoice in USD ($) but, the massage was that for changing it I have to delete the previous transactions that were made with EUROS (€) How is that possible? Any suggestion? Thanks in advance. Kind Regards, María José Montoya
Zoho Invoice Free User Version Invoice Limit
Hi am getting a error message when I tried to create an invoice. It says you have reached your limit. upgrade or contact us. Any help on this please. Thanks,
Zoho Invoice vs Zoho CRM Invoicing
What is the difference between using Zoho Invoice and using the invoicing built into Zoho CRM? Can they be linked and share data? So far I see payments API for Zoho Invoice, but not much else....
Retainer Payments
Hi Forum members, In my line of business, i prefer to do pre-paid projects, cause you are 100% sure of your revenues.. Do Zoho have any plans to add a function for Retainer Payments? Is there any work around that i can use at the moment? How does Retainer payments work. A client is invoiced for $100.00 for 20Hours of work, and he pays that invoice. For every hour of work that is down, it's deducted from that $100.00 dollars, and the client sees this back in the reports When the $100.00 is deplited,
Delivery / Packing Notes
Hi, Is it at all possible to print out all of your outstanding delivery and packing notes? Thanks
Change default payment method when recording payments
Hi, almost every payment we receive is via banktransfer. Now we have to change the payment method from cash to banktransfer. Is there a way to change the default payment method to another option? thanks in advance. Doron
Invoice unbilled time from mobile
The Windows Phone app for Zoho Invoice is wonderful for creating contacts and tracking hours, but the actual invoicing is very nearly useless for anyone in the services sector. Creating a new invoice is easy, but you cannot apply the timesheet data you just created using the timer feature! Please add the functionality to bill for time in the invoicing app for Windows Phone.
Zoho CRM Potentials and Zoho Invoice
Hi, We use the Zoho Invoice module and would like to be able to raise and use the Zoho Invoice module from potentials, so we don't need to go back to the account and raise an invoice or estimate from there but it doesn't seem to be working. Can it be fixed so that in any potential, you can scroll down and raise estimates/invoices, with the system automatically selecting the relevant account and so this item will then be associated with the relevant potential. Thanks, Lee
Several "Delivery Notes" in one "Invoice" at the end of the corresponding invoice time.
Hi everyone! I would like to ask you a question regarding a problem I have about how invoicing several "Delivery Notes" in one "Invoice" at the end of month. I have tried to find a good way to solve it my finally I have seen myself forced to ask you for help. The problem is that my customer comes to my company, for example, three times a week and I give him the three corresponding "Delivery Notes". Then, at the end of the month I innvoice the total amount of the three corresponding "Delivery notes"
Custom field labels disappear when syncing CRM and Invoice
Hi, I have two custom fields in my Invoice module (with labels "BTW" & "CONTRACT"). Whenever I create a new contact in my Invoice module, I can enter these fields. I have set up synchronization between the modules CRM and Invoice. However, when I create a new contact in CRM and this new contact is synchronized, the value of the custom fields is synchronized correctly, but somehow the labels of these fields of the new contact are sudenly emptied by the synchronization proces (so the labels don't
synchronizing custom field for the purpose of Invoice email address
Hi, I have created a custom field in CRM, for the use of storing an emailaddress for invoice purposes. The account manager enters this field in CRM (he doesn't have access to ZoHo Invoice). I want to synchronize this custom field so that the invoice emailaddress is imported in ZoHo Invoice and it will be used for sending the invoice to the customer via email automatically (default invoice email address). Currently, the emailaddress of the primary contact of the customer is being used, but this is
items- commisions
commission based on invoice or article % , diff products have diff margins? and based on salesman's quota hit/ targets? salesman's ability to log in and view their progress, generate invoices, but not see everything else?
Formatting of Terms and Conditions
Hi, Currently I cannot find any formatting options for Terms & Conditions. Can you please help.
Associate Templates bug
When you change "Associate Template" for a Contact, "Company Name" gets erased.
Zoho Invoice - Statistics or reports for Estimates details?
Hi Zoho team, Is it possible to get statistics on estimates the same as can be viewed with the Invoices section with the dashboard. It would be very helpfup to be able to see a report on all Estimates generated and to see which ones are to be followed up etc - how many estimates created this month, the value of estimates for this month, how many converted to invoice etc... Is this possible to do currently? find the rest of the product really great but the list view in estimates is difficult to track
Automatic payment entry when using online payments?
Hi there, If I use online payments to collect money from my clients then is it possible to made payments entry automatically into my account? Or should i entry payments manually? If this feature is not available in onvoice then is this available in books? Thanks
How do i stamp/sign the invoice when using zpost
I have been using zoho invoice for my invoicing operations, and am very happy with the product on the whole. Before using Zoho, i used to manually create invoices and then print them out, add my company stamp, sign on it and then courier it to my client. The courier company used to send a pick up guy every couple of days to collect all invoices and send them on my behalf. When my client received the invoice, they used to take their own sweet time to send back a cheque. When i saw zpost, i was elated
Estimate signature line
Is there or has anyone come up with a way to have a line for customers to sign the estimate. As I am a contractor I need to have a signature in-case i need to (unfortunately) take a client to court, In my opinion it is unprofessional to draw a line and ask someone to sign here on the X please.
Digital Signing
Hi, It would be a huge help if we could issue an invoice in Zoho and enable our customers to sign it electronically, indicating whether we should use a credit card on file or they will send a check. Is there any plan to provide this functionality? I saw some blog entries about a year ago suggesting this was not on your agenda, but I am wondering whether anything has changed... Peter
READ ONLY MODE
My account is in read only mode How to disactivate this feature? I need to work on my invoices. URGENT Thanks
"The ZSC key or email address entered is incorrect. Please enter again."
I am receiving this error when trying to connect to CRM from Invoice. I am copying and pasting my email and ZSC key from CRM, so it is not a typo on my end. I searched the forums and found a similar issue here: https://help.zoho.com/portal/en/community/topic/zsc-key-error-for-zoho-invoice-crm , so tried to connect to Invoice from CRM, but I don't have the option. I have options to connect to Projects, Support, Survey, Visitor Tracking and Advanced CRM analytics, but not Invoice. Please help!
Printing Shipping Labels
I know many of your customers are service oriented businesses, but surely there are many who actually invoice and ship products via Zoho Invoice. Currently, we send invoices, and once payment is made, we print the invoice and use it as a "Picking Slip and Receipt for the customer. When we receive notice that an invoice has been paid, we then login to Zoho, print the invoice that was paid, pick the item/(s), login to Stamps.com and manually print the shipping label. Which takes a lot of time to do
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