Signing up for Zoho Invoice - email
I am a zoho mail user and I want to sign up for Zoho Invoice. When I attempt to sign up using my zoho email xxx@zyzcompany.com I see this message: Email address already exist....... Yes it exists, because I set it up using Zoho...it is my company email and I want to use it in Zoho Invoice... I was thinking of a paid account but if Zoho can't fix this then I will go to competitive product...
How to insert Estimate based on a particular customer in zoho invoice using php curl?
Hi, How to insert estimate based on a particular customer in zoho invoice using php.Also how to fetch the customers from zoho invoice api? Thanks,
Amount of Customers - Free plan
If a person is using the free account, it's only 5 customers but does this mean 5 customers ever or 5 active customers at any one time?
Invoice and Quote Templates with Header and Footer
Would be great if you could define a Header and Footer for each template or a section where we can define which should be on each page and which parts shouldn't break through pages ... ;)
Zoho Invoice not loading
Hi I log in and I get past the 'wait while we work our magic' bit then the application starts looping through the loading sequence. Please help I need access to my account urgently. Many thanks Justyn
Can I send an automated paypal subscription using Zoho invoice?
Hi, I have been trying to find the answer to this but nothing seems to be written down about it in a step by step instuction.We have a web based directory and charge an annual fee to customers of £195 plus VAT. I need to know if Zoho invoice can do the following: 1. We'd like to set up an invoice using PayPal as the payment merchant and automatically have this as a recurring annual subscription amount that is collected form the client automatically each year. 2. We would also like to issue invoices
Seriously: Auto Billing promised since 2010
Hello Zoho Team, I like Zoho a lot, but the lack of the auto billing feature already caused us big losses as customers can simply decide to "not pay". Unfortunately, searching forum archives on this topic is frustrating. The Auto Billing was considered by you one of the most awaited features from your users, and since 2010 your only replies were like "We are yet to implement", "sorry to disappoint", "we will release it soon", etc... Now, please do not reply me you're sorry to disappoint. Do not tell
Invoice to set up recurring billing (not recurring invoicing) with one online payment to PayPal PayFlow Pro
Is it possible for an invoice to include an online payment link for recurring credit card payments? I have a PayPal PayFlow Pro account with recurring billing. I'd like to provide a link for individuals to set up their recurring billing payments. I only want to invoice them once and have PayPal debit their credit cards on a recurring basis. Is this something I can do with Zoho Invoices?
Add options to saving invoices
A lot of invoices I create I manually print out immediately after I create it. When I create an invoice, the only option I have is to create a draft, or send a pdf in an email. I have to go to the email option, go back to the invoice list, find the invoice, and then generate a pdf. It's a minor annoyance, but it would be nice if I could just immediately generate a pdf when I create the invoice, rather than being forced to email. Thanks!
Option to adjust how a business address is displayed
Would it be possible to add an option to re-arrange the way the address fields are displayed on invoices? The way it currently displays is: Acme Company Corp 1234 Street Lane City 123456 State In Canada, we display as follow: Acme Company Corp 1234 Street Lane City, State 123456 I've had a few comments from my customers that I should change this, but without manually changing a PDF file I can't.
Why are invoices that are "Void" showing a balance?
Hello, I have a number of invoices that were incorrectly sent and we are marking them as "Void" - however, when I go to my open invoices they still show a balance? Is this how it is meant to work? What is the best way to handle invoices that were incorrectly sent?
Getting Customer by Search String from Invoice
This doesnt work all times for me... For a few people it doesn't seem to return results. I am searching by first and last name. It works for most, but I can't seem to figure out what the specifics of the cases where it isn't working are. Can y'all posit a reason as to why get customer search may not work sometimes?
Set Default field values for Payments Received
Hello, Is there anyway to set what the default values are when we receive payments? 9 times out of 10 our payments are sent in by check - is there anyway to make that the default value? We process hundreds of payments so it'll be a time saver. I know this functionality exists on Zoho CRM, I just want to see if it's possible to bring to Zoho Invoice
Price Books in invoices based on another field?
I am trying to help out a client with a ZOHO invoice need. They have 1 price book now and when they select ZOHO invoice from the Customer in the CRM to create an invoice they have the item details linked as a lookup field to that Price Book. What they want however is to have several price books with each connected to a property. So if I am invoicing a customer at The Oaks property I see only The Oaks price book when I select the item details for the invoice. When I invoice someone at Windermere
zoho invoice for windows phone users?
I reckon they could bring zoho invoice App for windows phone users as well. As it makes it lot easier to work with.
Zoho Invoice & Zoho Reports
Is there anyway to automatically pull data from Zoho Invoice to Zoho Reports? I'd love to be able to schedule a weekly custom report that gets emailed to a distribution list. I know Zoho CRM is connected, is there a relatively easy way to connect Zoho Invoice?
sending letters during few hours
Hello! I noticed that the emails with invoices and "payment thank you" sent to the customer for a very long time - the delay can be 3-4 hours. I know when the letters come because put checkbox "send me a copy." Tell me, please, what it can be connected with? may be the reason is the difference in hours or another, or what the another reason? thanks in advance
URL Too large
Hi, I'm trying to create an invoice via the API and I'm getting an error that the URL is too large - which makes sense since URLs have length limitations. Can I send the JSONString at the POST body where there are no limitations? Putting it on the url makes it impossible for create invoices with more than a couple of items. Please advise. Thanks, John
Draft invoices...How client could have seen it?
Dear Support: As long as I know, at client portal just appears sent invoices... How client could have seen a draft invoice as show on attached image? Regards, Mauricio.
Purchase Order in recurring invoice
How do I add a PO# to a recurring invoice?
Record expenses while in offline mode
Hi, I am using the Zoho Invoice Android App (and loving it). My main use of the mobile app is Expense recording. Although internet connectivity is increasingly easier to find, there are still those awkward spots where you just can't be online - recording expenses "locally" until network is available and synchronising then would be a great time saver - I'll often record the expense as I pay, but if I had to do it later, it opens an opportunity to forget! Does this make sense?
upgrade and downgrand auto billing?
If I were to subscribe to authorize.net and use the auto billing, would I be able to upgrade/downgrade my clients billing? For example: My clients have the option to add on services (which bill monthly). A monthly plan for example is $50/month but the client wants to add on an enhancement that is an additional $10 per month = $60/month. Would I be able to append onto an existing subscription (auto bill) - or would my client get multiple billings? I have several add on options and I am trying to just
Coupon Codes for online portal?
Hello, Is there anyway to have coupon codes setup for users, so when they log in they can redeem them off their invoice? We'd love to use that as a way to entice people to pay their bills online. Thanks.
Price book info from CRM to Invoice
Hi Hope someone can help. How do I get the price book info from CRM to Zoho invoice, is there a step by step procedure? Can the price book info be synced?
Written off report
Hi there, Please advise how to take written off report in Zoho Invoice (New Version) ?
Adding a signature
Hello. We'd like to add an email signature that we can use when we send recurring invoices. Is it possible in Zoho Invoice to create/add another signature?
Sending invoice with one broken email-address
hi, have noticed one strange thing I have to send invoices to one my client on 6 email-addresses. I do it through Zoho. One of that email-address sometimes works sometimes - not (sometimes I recieve letter "Undelivered Mail Returned to Sender" ) nevertheless it is important to me to keep it in the recipient. My problem is that when this one e-mail does not work, all other recipients receive not full letter (invoices are in attachment, but the text is not completely). Please tell me why this
Adding Company and contact person's name on invoices
Hi Zoho, I would like to include a contact person's name above their company name/address on invoices (beneath "Bill To:"). Is this possible? I've tried editing the contact's details, however I can only seem to get either the person's name or the company name to display. PS: I love Zoho Invoice – it is by far the best invoicing software I have tried. Thank you.
Invoice for Multiple Projects
Is there a way to invoice a client for multiple projects on the same invoice?
Adding non-billable time entries
We manage want to be able to manage all of time in Zoho. Is it possible to add non-billable time entries? Or even convert a time entry to billed without actually creating the invoice?
Time Tracking time entry time log
Hello, When logging time by start and end time instead of number of hours, is there a way to enter time using A.M. and P.M. instead of a 24 hr clock? Also, I would like for the report to include this start and end time instead of just the number of hours worked. Is there a way to do this? Thanks, Teresa
Over payment of Invoice
Hi. I have two customers that I do a lot of work for and are invoiced weekly so there can be a few invoices that need paying. When they pay me it is usaly a round number and will cover more that one invoice, if I enter the whole amount in the oldest invoice will the extra show up on the next invoice. Thanks Jes
How can I get my timesheet details into a client's portal
My clients would very much like to keep track of my hours on their own through their portal .... is this possible ? or In the works ? Thank you ! BabaOo
How can I make a recurring invoice/receipt that is being paid by a direct Paypal monthly subscription ?
I have clients, which pay me monthly a fixed rate directly via my paypal account. (I'M NOT USING ZOHO for this) Those clients are also being invoiced (some punctual & some recurring) for different other products & services I provide, and Zoho Invoice takes care of all that. But I want these external recurring paiements on paypal to show under my projects, reports and dashboard...Basically I want them to be calculated into Zoho Invoice, so I can balance my projects and know when my clients need to
Modify Notes when the timer is running
Suggestion. Allow access to the Notes Field on a Timesheet while Timer is running. I use the "Timer" a lot in Invoicing. It helps me keep track accurately and I love it. I'm a contractor. I'll show up on site, start the Timer and I see the animation to the right indicating the clock is running. But, I'd like to be able to add and modify to the Notes field as I complete each indiv task throughout the day. The only way to do that now is to STOP the timer, add or modify Notes, then RESTART the
Visibility & Access
Hello, I recently started using Zoho Invoices and have added a few more users to my account. However I noticed that other users under 'Staff Role' can: 1. Delete your account 2. Enable and Disable the ''Two Factor Authorisation'' option 3. Have Visibility of all Expenses 4. Manage the 'Allowed Ip's'' Shouldn't these options be only available to the ADMIN user? I don't feel safe that ' Staff ' users can have access to these options. There must be some way that this can be disabled from them; or if
Travel Expenses- reimbursement by mile
Can Zoho Invoice calculate reimbursements by mile for travel? Is there a way to customize more fields for expenses?
Json not well formed when creating customer payment.
Hello, I am currently integrating zoho books with woocommerce via the zoho books api and a custom plugin that I am writing in php. I can create a new customer, item and even invoice, but when I make the call to record the customer payment which is defined HERE: I am getting an error that my json is not well formed. I have been struggling for a few days now trying to get this to pass, but so far no luck. I would greatly appreciate it if anyone could tell me what is wrong with my json or point me
Zoho Invoice. Online Payments.
Hello, I want to use online payments for invoices, so I have a few questions about this: 1. Is it possible to make automatic requests from Zoho to our API when customer successfully made his payment? (for tracking purposes in our system) 2. Is it possible to make refunds for online payments? Thank you. Regards John P.
nicer looking emails
Please make nicer looking "invoice notification" emails. Thanks, Brian http://www.redpelicanmusic.com
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