Zoho Invoice mobile client error "Invalid value passed for authtoken"
I was using my mobile client fine for a while now, but over the last 4 days I have been having problems when I try to submit a timesheet entry from the timer. I get a message "Invalid value passed for authtoken". I am forced back out the dashboard which then asks me to sign in. Meanwhile I have lost the timesheet. Has anyone seen similar? Thanks!
Report time weekly, invoice semi-monthly
I need to report indirect client time weekly to a contractor, but bill the contractor semi monthly. I would like to mark the time entries that have been reported each week, but create the invoice semi-monthly. Any suggestions. I would think this is the way many sub-contractors work.
How to add/display payment history into invoices closed
Hi , How can I make a invoice template to display all information about payments history related to the invoice ? Regards,
Api Validation
I interact with the zoho invoice API quite a bit and it seems that you guys have quite a bit of validation on the data that gets created in zoho. For example contact and invoices fields prevent some special characters from being used when creating entries in zoho. This is great, but it doesn't seem to be documented anywhere. Where can I find our more information about what you guys actually validate so we can make sure we have similar validation or at least sanitise the data before passing it to
Suggestions for Invoicing Time-Based Work
As an attorney, I bill for my time. Here are some suggestions to make Zoho Invoicing more usable for people such as me who bill for their time: 1. The manner of creating tasks is not helpful for me. I (as most attorneys) have one entry per case/client per day on which I work, and that one entry has all the tasks I performed that day (e.g. phone call with X, write letter to Y, draft motion, appear at court, etc.). Each set of tasks is unique. Therefore, it is not helpful to create a library of
2way syncing Zoho Invoice <-> Zoho CRM
Hi, is there a way for a real 2-way syncing accounts and contacts between zoho invoice and zoho crm? we need it urgently! thany you stephan
Recurring Invoices - Weird Schedule
I am trying to setup up recurring billing/invoicing for my wife who is a dog walker. She has an usual schedule for some of her clients that may need to bill on Monday, Tuesday and Friday of each week. Or have the option of not sending a recurring invoice for a specific date if her client cancels. Is there anyway to set this up to be more automated or tied to a calendar schedule? Any help is greatly appreciated.
How to Preview a Standard Template Invoice
How do I preview a standard invoice template based on time sheet entries?
How to Display Timesheet Dates in Invoice
How do you display the timesheet dates in an invoice?
how can i transfer shipping address to paypal?
Hello,guys When payment received, there is no shipping address in paypal, how can i pass the shipping address from invoice to paypal? If we can add the shipping address, it will be good for us if the buyer file a dispute Thanks
Template Fonts Supporting Unicode (Arabic)
Dear Sirs, Its been years now, you have added multiple fonts to support various English, European, Chinese, Japanese and Korean character sets. But you did not even bother a universal Unicode type font face. There are many free versions available, please add one to the invoice template so we may start expanding our use of the system. I look forward to hearing back from you. ~Dikheel
Associate different email notifications with estimate templates
Hello, I love all the new upgrades you've been doing, new interface and am gradually getting used to it. Thanks! However, there is one thing that is still bothering me. It is a feature I requested years ago and hope you now have time to prioritize it. I have different client types and when I send an email notification, I want to be able to choose from different templates. Currently, I have to include 2 different messages in the email template, times 2 for different languages. This is a pain because
Rate Increase
Hello, I am trying to increase my rates within the project section of Zoho Invoice. When I attempt to edit a project and change the rate I get an error saying: Almost there, but… - The rate cannot be changed for the staffs who were invoiced. Is there another area I should be using to increase my rates? Can I do this globally or do I have to do it on each project? Thanks, TekTough.
Integrate with shopify
Hello, Can i connect zoho invoice with shopify ecommerce. Thanks.
How do I change payment terms to 50% deposit? Won't let me do half amounts
Hello, I am new to Zoho invoicing and it won't let me choose 50% deposit of an invoice. Can you please help? Thanks
Status Update on Feature Request: "Ability to add VAT to Retainer Invoices" ?
Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices. It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe! So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes
Exporting Reports - Missing Columns
Hey Team Zoho, I'm exporting some reports as I prepare my 2014 taxes. The specific report I'm using is the Invoice Details report. When I run the report, the web display of the report looks great. Very clean and tidy. However, when I export it to Excel or CSV formats, the results are much different. Column headings have strange names , and some columns are missing altogether (like Customer Name). How can I get a report export which is nice, clean and includes all of the columns? Thank you! - Matthew
Can I select the specific CRM accounts/contacts to sync with Invoice?
I am setting up Invoice after may years using Zoho CRM. I have a long list of accounts in my CRM. Many accounts are dormant and will not receive invoices in the near future. When establishing my Invoice contact list using the CRM sync method, can I chose to sync just my active accounts/contacts? (A subset?) I would prefer to have my Zoho Invoice customer list streamlined and don't want the inactive customers to show up in Invoice. Is there a solution in the sync process? Maybe there is a fix on
zoho crm & zoho invoice
Hi I have the paid subscription in zoho crm, do I also have to pay for zoho invoice??
Reports, GST on Paid Invoices
HI there, is it possible to create a report for tax paid on paid invoices only rather than just all invoices. Cheers Ivana
carry over unpaid invoice
how do you carry over unpaid invoice to the next year thanks
Customize Statement
Hi, When pulling a statement, it only shows the Invoice numbers. I would like to add to what my customers see on their statements. e.g. Add REF: below the first line that says Invoice Number: XXXXX Also add Statements as a Report. Then I can go and pull statements for all choosing the customer(s) and get statements for them. Especially by Fiscal Year-End. Your thoughts?
timesheet as expense
Hi! I would like the time sheets to show as an expense on the Dashboard, is it possible? Payroll is an expense, after all :) Jen
understanding zoho invoice reports
i cant understand reports in BAD DEBTS And BANK Charg, please understand all reports use and advatages
timesheet as an expense
How can I show timesheet info as a project expense on the dashboard? :) Jen
My phone number and email doesn't show on my invoices
Hi there, My phone number and email doesn't show on my invoices, I've put it in the 'correct' fields under address in the organisation profile but they don't show. I am I missing something very obvious?! Thank you.
Logo printed on invoices - can it be smaller?
Currently when adding the logo to the printed invoices, it occupies a big part of my upper area on the page. Any chance I can make the logo smaller? Thanks a lot for an idea, Diana
Using + and & characters
In the Customer API I cannot use these characters in the name and display name fields. I am using PHP, is there an encoding I need for this? Thanks
Invoices
Hi All, How can I add canadian taxes (GST and QST) to the Invoices modules?
Attachments in Invoice.
This would be really helpful for me as I would like to attach images/concepts to invoices and estimates. Just a thought. Keep up the good work. Wayne
Special characters in display name i.e. "+", "&"
Using the api for contacts within invoicing using PHP the "+" and "&" do not work. I have tried rawurlencode etc. but am having no luck. Is there a standard for this? Thanks
Customer Activity
Is there a way to create a report that will show the last time a customer used their account? Thank you!
Create Credit note from creator using api
Hi, I have created the following code in creator. myMap = map(); myMap.put("organization_id", "*****"); myMap.put("customer_id", "*****"); myMap.put("reference_number", input.Reference); myMap.put("date", input.Credit_Note_Date); Item = List(); for each value in Item_Details { Item.add(value.Tax); Item.add(value.Rate); Item.add(value.Notes); Item.add(value.Item_Description); Item.add(value.Terms1); Item.add(value.unit); Item.add(value.Item_Details); Item.add(value.quantity);
How to show total QTY in an invoice?
hi, i cannot find any set up to tick the field and show the total quantity in an invoice. sometimes our company have a lot items to be put in an invoice and if beside the total amount have a field to show total QTY, it will help a lot.
Carry hours forward
Is it possible to partially invoice a client for a number of hours and then carry the rest over into a future invoice? Ex: I billed a client for 100 hours, they only budget 75 hours, they want me to bill for 75 hours and then 25 hours later. Is that possible? If not, please suggest an alternative. Thank you.
Custom item fields
Hi ZoHo, I am just getting to grips with the software, and customizing like mad :=) One thing I miss is a set of custom fields for items. For example, I am a translator working on a per-job basis and being able to have a few more fields per item such as: - Item price type (e.g. "per word", "fixed offer", etc.) - Item completion date (i.e. when the job was completed) would be ver useful! For now, I can stick all of this into the "Description" field and use a bit of HTML to format it nicely, but it
Templates: Billing Address won't display
Hello: I have set up my template and can't get my customers billing address information to display on the invoice. The information is in the customers contact details but will not display on the invoice. Can someone help me as I have already spent way to much time trying to sort this out.
How to enter write off amount for an invoice?
In Settings>Templates>Customize Template>Total section for invoice customization, there is an option under "Show Payment Details" that says "Write off Amount." I would like to use that section to write off a dollar amount on an invoice. However, I am at the "New invoice" screen for a project and do not see a field in the Total section where I can enter a write off amount. Instead, I see only a field where I can enter a discount percentage. I do not want to discount the invoice by a percentage; I
Free Plan Of Zoho Invoice
We recommend offering a free plan of zoho books. With the ability to have 100 customers and unlimited invoicing. Hope this is added soon! Regards, Kim Support Manager @ Jacob's Sales & Tech Store
Write off balance.
I have a customer that has made partial payment but isn't able to pay the balance. I was just going to write it off but the option is no longer there once a payment has been made. I even created a test invoice to make sure that's what's going on. The write off option disappears as soon as a partial payment is made. This is what a write off option is for so it should still be available after a partial payment is made. Please let me know why it is no longer available.
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