Currency/amount on dashboard
hey there, I really like the fact that Zoho Invoice allows several currencies and different templates for different countries! (thumbs up!) However, the 3 different currencies I use to issue invoice in are not reflected on the dashboard. This is confusing since it shows it all in my base currency. So although I've got invoices worth e.g. 1000 Australian Dollars and 500 Euros outstanding, it shows it as 1500 EUR which is misleading (it's more like 1100 EUR). I know several ppl have complained about
Add statement to invoice?
Now that the facility to send statements has been added to Zoho Invoice, would it be possible to have a check box in the "send invoice" dialog which automatically attaches a statement to the email along with the invoice? I'd like to be a able to remind clients about past unpaid invoices at the same time as sending a new invoice and attaching a statement to the email is an ideal way to achieve this. Mark
Customize 'Online Payment' Link Image
The customization of invoice templates seems to be severely lacking. Is there any way to change the images used for the 'Online Payment' options? Or can I simply insert a text link to for online payments?
Killer feature- let customers enter their own orders in Z Inv
Now we can let our customers (we only bother doing this with a few major wholesale dealers) look at their accounts and invoices. BUT more importantly we need them to be able to enter their own orders, which they can print out as needed, and then export a list of their orders for their own use in their own systems(csv format?). We could allow customers in as users IF we could limit their permissions so they could not change items or view anyone elses information. In other words when we setup a user
Recurring Invoices Using Mass Update
How do you mass update current invoices to become recurring?
Using the invoice timesheet project system, if I have the project generate an invoice and it groups/sorts in a way I didn't want, how do i try again?
I am trying out zoho invoice for my service business and am trying to use the timesheet project to invoice process. Setup: Created contact Create Project with bill by staff hours Created tasks Logged timesheet entries to tasks From within the timesheet-projects navigation, I selected the "New Transaction" and had it generate an invoice I selected the "Show all timesheet entries individually." option What is working: I was able to get the invoice to show the notes from the timesheet entry What I can't
All invoices screen
Hi Is there a way to display the company name on this page. Reason is we have multiple departments within one company we invoice. As it is set at the moment, it will only display the customer name or company in the 'Company Name' field. Therefore referencing sent invoices is difficult as its either: 1. labelled as same company 2. Labelled by individual and no company mentioned. Also is there a way to group invoices into folders, eg: by year or month? Thanks Steve
Stripe and Subscription Billing
Strip offers subscription billing via their API; when using Stripe as the payment gateway via Zoho, is there a way to enabled automated recurring billing?
width field
I use long product name. how can I change the length of the field (product name) for contracts and invoices. I have the problem especially after the cloning of orders. I have attached screenshot. many thanks
Contact Address format differs
Hi, I have created two contacts with the same address. However, while one of them appears with the following (desired) address format in the contact overview: STREET CITY POST CODE COUNTRY ...the second one is shown like this: STREET CITY, , POST CODE COUNTRY So, not only does the post code not appear in its own line as I would like it to, but also there appears to be a placeholder for STATE. I have tried adjusting the relevant 'Contact' preferences with the placeholders etc. but none of my changes
Zoho Invoice - snail mail template issue
I've created a good looking custom invoice template. When I want to sent it by snail mail, zoho invoice shows me a preview of the envelope. On this envelope I can click to preview my invoice that will be physically send by mail. problem => the template that now is used for snail mail is different than my own template. All the info is there, just in another template. What can I do to secure that my invoice looks the same for both e-mail and snail mail? kind regards, Doron
esign a "terms and conditions" box!
In Zoho Invoice, please incorporate a way for customers to esign a "terms and conditions" box (with a "scroll-down" for the legal language). It would be essential that this feature be implemented in a way that includes customers who click on the pay-online links. Let me know what you think, Thanks, Brian http://www.redpelicanmusic.com
Translation of e-mail and customers pages
Hello guys is there a way to have Access PORTAL NAME portal invitation mail translated to our languages? It's mail that client recieve when we use option reinvite to client portal Text of mail that I want to translate to CROATIAN language: Hi ***** To view your transactions with us, please visit our portal via the Portal URL mentioned below, and sign in using the username. Portal URL: https://invoice.zoho.com/portal/PORTALNAME UserName : info@MYWEBSITE.com If you've forgotten your password,
Problem inserting invoice
Trying to insert an invoice into Zoho CRM but always getting a response of: <response uri="/crm/private/xml/Invoices/insertRecords"><error><code>4500</code><message>Problem occured while processing the request</message></error></response> which is not that helpful. I would gratly appreciate guidance as to where this message format is wrong. Also, finding it confusing about when field names have spaces in them or not eg. "Product Details" url: https://crm.zoho.com/crm/private/xml/Invoices/insertRecords
Export Data both contacts and invoices
Hi We need to work with SEPA European rules of Payment. I know this is impossible by now. I hope this will be possible in a future time. Then, we need export data to excel and then send by bankś software, but we have a problem: We need contacts data (because we have 2 customer fields we need put in the excel, IBAN, SWIFT code) and logically, all the invoices data . Now we can find anyway to export both contacts and invoices in a only one excel sheet. Itś possible?
How to add telehonenumber to invoice
Hi support, We're not able to add our telephonenumber to the invoicesheet. We tried several ways; 1- adding telephone number in template preferences under 'show company adress' will not work. 2- adding placeholder %telephone% under preferences or organization adress format will both not work. Please help. Thanks in advance & Kind regards, F. Forstner
Add telephone number on invoice
Hi Support, How to add our company phonenumber on the invoice. We tried in several ways but it will not show up. We filled in the template editor (under show companyadress) and also under preferences (organization adress format) and try to put in placeholders, but no succes. Please help. Thanks in advance. F. Forstner
Creating invoice using api
Hello, Dear Zoho Team! I am trying to create invoice using api with fake products. I am using python and following code import requests data ={"customer_id":"555350000000041062", "name":"test name", "description":"test description", "rate":100, "quantity":1} params = {'authtoken':AUTHTOKEN, 'organization_id':43196728, "send":False, "ignore_auto_number_generation":False, "JSONString":data} headers = {'Content-Type': 'application/json'} r = requests.post('https://invoice.zoho.com/api/v3/invoices',
Subscription Payment Options
Good day support, Are there any other payment options for Zoho Invoice Monthly subscriptions besides credit cards.. Is PayPal an option? Kind Regards TeleNetIC
Staff Expenses/revenue by staff reports
We are a company who provides services where each staff has their own regular clients. Some has got many more than others. Therefore we need a revenue by staff report to see how much each staff contributed to the company and what are their expenses to be able to quickly work out their salaries. This feature is available in Freshbooks however they are missing some other features that we could find in Zoho. We want to sign up to one of these services but still deciding which one to use. We like Zoho
Bank statement import and reconcile
I like the automated process and ease of sending an invoice out, could you look at reading a bank statement (csv), import it then automatically match the payment to the client. I see that xero do this very well. This would almost automate the whole process of the input/output flow. Many thanks
[PROBLEM] Payment Option / Method accidentally deleted - how to recover?
Hi, When recording payments in Zoho Invoice, we often use the option 'bank transfer'. But now I somehow clicked on the 'bin icon' next to the payment option 'bank transfer'. (see attachment) This option is now deleted and I can't find a way to get it back. Please advice.
Zoho Invoice for iPhone/iPod/iPad...
Any plans on launching an iPhone/iPod/iPad app for Zoho Invoice?
Field Mapping between Zoho Invoice and CRM
Question regarding Zoho Invoice / CRM Field Mapping. Currently have my Zoho Invoice set so that it syncs both ways with Zoho CRM. The challenge that I am having is when an estimate is automatically created in Zoho CRM, the fields that is utilizing to create the estimate are not mapped correctly. For example.. The potential name in the CRM is mapped to the Product name in Invoice. As a results.. I would like to add and change how the fields are mapped from Zoho Invoice to Zoho CRM. I have attempted
How to add time period in recurring invoice?
Is there a way to automatically add a time period in the line item on my invoice so the customer knows the invoice, for instance, is for last month? Example... I send a monthly recurring invoice to my client on the 1st of every month for services rendered the past month. So on Oct 1 2014 I am billing them for Sept 2014. How can I indicate this dynamically in the line item? Thanks
How are you managing recurring payments without auto-billing?
I'm a brand new member and read enough to understand there is no support for auto billing. My question is to anyone who works through this, how are you doing it? I charge customers $100 per month and I can set this up through MerchantOne (Not a supported gateway). So I send customers an invoice automatically, then MerchantOne automatically debits their card, then what? I also have Google Checkout but they don't support recurring payments without the API. Do I just tell customers "You'll get invoices
Automatic Payments for Recurring Invoices
Hello! I have been using the Recurring Invoices for quite some time now, and I love them. However, I was curious if there is a way to have automatic credit card payments for some of my recurring invoices, as several of my customers have been requesting that. I am open to any credit card processing company. Thanks in advance.
Italian Invoice: How to put 2 "total" fields one with tax the other without
Good motning i m looking for help to make invoices following italian law requirements. All i need is 2 field for total one with all vat+cost , the other with vat+cost-prepaid taxe Example with a total of 2000$ will be something like this subtotal: 2000 vat : 440 Total+Vat=2440 PPT: -400 Tota:l 2040 the most important is to show the 2 field of total+vat 2440 and final total 2040 is that possibile? if yes can someone tell me how? thanks very much
Automatic Payments
I have been using the automatic recurring invoices for quite some time, and I'm quite pleased with it. Several of my customers wish for me to automatically bill their credit card each month. Is there a way to do this in Zoho Invoice?
ARB (Automatic Recurring Billing) with Authorize.net?
I think I read somewhere that Zoho invoice supports automatic recurring billing. Is this true? How do I set it up. This obviously differs from recurring invoice. How do I utilize Authorize.net ARB feature in conjunction with recurring billing? Thanks!
Export Records is gone
Hello, For some reason it looks like the export records functionality no longer exists in Zoho Invoice. I used to be able to go to settings -> export and export our records. We use this weekly to generate our subscriber list for our newspaper. We are also unable to import records. Thanks!
Change CRM Account you are integrated with
Hello, Is it possible to change the crm account you're integrated with for Zoho Invoice? I created a test account for the integration, just to make sure it works, now I want to hook it up to my production account. It looks like I'm unable to do that. Thanks!
Timer in iOS mobile app resets when task switching
Has anyone else experienced the timer in the Zoho Invoice iOS mobile app (used for time tracking) automatically resetting to 0.00 if you switch to a different app on your phone and then come back into the Zoho app? I understand Zoho is working on upgrading their Time Tracking, but I'm not sure if/when that will occur.
Can I Email a Copy of Invoice or Estimate to a Staff Person
I am wondering if I can send a copy of an invoice to a specific staff person without having to add them to a client's profile... and without sending them to the client. We meet several of our clients in person to pick up payment and it would be nice to present them with an invoice, but my salesperson is not very computer savvy. Thanks in advance for any help!
Timezone is stuck on -08:00
Hello everyone, my timezone is stuck on -08:00 and it cant be changed. i tried to change it from the zoho account and sign out then sign in again but it was the same.
Invoicing for subsidiaries in differenr countries from 1 common Zoho account
We have 3 subsidiaries in 3 different countries, each of whom have a different address. We would like to be able to issue and track all invoices issued from the 3 subsidiaries from one Zoho invoice account. Is that possible?
Synching existing Zoho Invoice Customers with Zoho CRM
Hello, I am currently using Zoho Invoice and would like to begin using Zoho CRM. Based off the following document, it looks like the updated integration is only from Zoho CRM -> Zoho Invoice and not vice versa: https://www.zoho.com/invoice/help/integration/zoho-invoice-zoho-crm-integration.html That being said, how can I setup Zoho CRM to show the invoices of my customers in Zoho Invoice? Would I: Export all of the contacts in Zoho Invoice Import them into Zoho CRM Synch them from Zoho CRM -> Zoho
Line breaks in Timesheet notes
Is there a way to add a line break in the Timesheet's Log's notes? I have multiple items I had to add in the notes so that when I run a report and generate a PDF all line items are printed in separate lines instead of jumbled up in one line.
Zoho Invoicing
Hello, I wonder if you can help me please. We are looking to see if we can have the Zoho CRM perform Invoicing in the following way... 1. We have a client we log as a Lead. 2. We convert that lead and it adds as a contact. 3. We select the contact and create a sales order. 4. Once all agreed we then convert that sales order to an Invoice. Which also creates an account for this client. Here is what we are looking for... We take stage payments for the job. Is there a way for us to raise an invoice
Conditional Logic
Hi, Saw other posts but they all seem to be old. Has conditional logic been added to Invoice templates, or any of the templates for that matter? I'd like to display certain fields, based on other field criteria. Thanks!
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