Can't see all unpaid invoises in "invoice payment"
Hi! I have one inconvenience in using zoho invoices. I have one customer with a lot of counts of unpaid invoices (at this moment he has 109 unpaid invoices). When this customer pay for his overdue invoices I go (in new version of the site) to Contacts->choose him-> new transaction -> invoice payment. On this page of the site I see his unpaid invoices. But inconvenience is that I can't see ALL his unpaid invoices (at this moment I see only 99 unpaid invoices instead 109). Also I can't sort the list
Change Currencies disabled, for imported CRM accounts?
Hi, I have accounts that i have imported from CRM, now i want to change the currency to USD or AUS. However, I can not seem to be able to do this! can you please advise as this is a big problem! The issue, I can not specify the Currency in the CRM, as such I have no way of telling invoice that this client should be using USD $ or AUS $ etc.... Abs
Re: online payments
Hello, I had a complaint from a client. The invoices sent to him contain wrong link to online payments. The link is to client portal, not to paypal page for the payment. Please note that portal client is not active for the client.
Is there a way to view the frequency, last invoice date, and next invoice date all in the same location like in the older version of Zoho Invoice?
Above is the screenshot of what I am talking about. In the new version of Zoho Invoice, you can't view all these things in the same location. Do you know where I can view all these things in a list like the old Zoho Invoice?
Z invoice password
Can Zoho invoice be setup with its own password independent of the main zoho account (to keep unwanted hands out of our CRM, email and such). Greg Aanes 2109 Queen Street Bellingha WA USA
email "Payment Thank-You"
Hi, help me, please. I can't sent email "Payment Thank-You". Going to "contacts"->choosing customer->"new transaction" -> invoice payment, fill the payment recieved i see "Email To" and e-mail adresses with checkboxes. I choose e-mails, including my e-mail, but I don't recieve nothing, and I presume that others too. Please tell what is the reason
Zoho Invoice and Paypal Subscription Payments
Hello all, So I've tried looking around the forum and haven't found an answer yet. My question is this: Can zoho invoice be configured to set up paypal subscription payments? I do love the auto-billing feature and it's a good feature. However, I really want to make the payment process as automated as possible and make it void of any manual intervention by either myself or my clients. If it is possible, how do I configure that feature? If it's not, is Zoho looking at making that functionality available?
"Balance should occur at least once" error when creating new invoices
It appears that Zoho Invoices has problems with the latest dev version of Chrome: Whenever I try to save an estimate it produces the following zen-like error (at the top of the screen): Balance should occur at least once This makes no sense for an estimate. It's probably something wrong with the JavaScript code on the page or a bug in the dev version of Chrome. Either way you should get your devs on it to figure it out before it surprises anyone when the next version of Chrome comes out. Only
Can't attach a file to invoice
Hi, I'm having a problem attaching a PDF file to an invoice. I use this functionality all the time and normally it works fine. However, today I am getting an error message "Invalid value passed for attachments" after I attach the file and then press "Send". Any help with this is appreciated! Regards, Mark
Difference between "net 5" and "net 30" in the field "due date"
Hi! I have some customers with the Payment terms "net 30". Recently have noted that for the field "due date" for this customers fills automaticaly with next logic: date of creation + 29 days. For another side, I also have some customers with the Payment terms "net 5". But for field "due date" for this customers fills automaticaly with another logic: date of creation + 5 days. So, for them I must change "due date" manually. Is it a program error?
sending invoice without pdf attachment
Is it possible to send an invoice email but without the default invoice pdf ? I need to send it with my countrys oficial invoice only, wich I attach manually. Thanks for your help
how do i set auto billing ?
i want to add auto billing i working with monthly subscription for example a customer needs to pay me 500$ a month i want to insert his credit card / bank account once and i want it to charge him automatically and send him an email for the payment i also want it to use customer credit notes before the payment , so if i gave the customer 200$ credit note for this month its will only charge him with 300 is it possible ? thanks
Deleting an invoice when a credit has been applied to it.
Hello, I'm still testing your Zoho Invoice software. I have ran into the following issue: I've set up a test customer. For which I have opened an invoice and paid the invoice with a credit note for the same customer. Now I want to delete the invoice but I can't. I get the message: "This invoice has credits applied to it. Hence, it cannot be deleted." Next I went to the credit note to delete it but I can't delete it either. I get the message "Credits applied to invoice(s) or refunded cannot be deleted"
Adding New Users
When I add new users, they can't see the invoices or contacts or anything that I can see. For one user it has worked. I'm not sure/can't remember what we did differently. What do? Can't remember if it has to do w/ the ZSC key and if so, whose do we use and where do we put it?
Missing notes and Terms & Conditions when an estimate get approved
Hi All: I would like to transfer the information from notes and Terms & Conditions of an estimate, to an invoice automatically when the estimates get approved. I made plenty of test and the only informations missing are notes and Terms & Conditions , the rest is working O.K. Thanks.
What happened to the Discount column on quotes and invoices?
I can no longer show the discount column on my quotes. How do I enable it? thanks
Invoice Templates -- Why can I not see the dropdown menu in the top-right screen of my Edit screen to change invoice templates?
In Edit mode, other users in our department see a dropdown screen in the top-right corner which allows them to change templates for the invoice. On mine, it is blank. The "Edit" row is there at the top, but there is nothing to the right of it all the way over to the right side of the screen. Can someone explain why and how I can remedy this? Thank you.
Custom Invoice Template
I am a custom invoice template user and we rely on it on some critical business requirement. I once reported the sometimes the PDF got performance issue and I really appreciate Zoho team is working on it. But I am very disappointed by the solution - disable HTML editor completely. Create User Case would not do it. YOU CANNOT SATISFIED ALL USERS WITH USER CASES !!! How many templates you want to create ?!
Add expenses to existing invoice
Is there a way to add one or more billable expenses as a line item to an existing invoice, or to add them to an invoice I am creating? Or, alternatively, a way to mark billable expenses as paid without generating an invoice for them? If I have to do domain registration for a client, and pay for hosting, I record these as billable expenses. When it comes time to charge the client for these items + my time, I have to turn both expenses into an invoice and do another another for my time. This is 3 separate
Invoice displays wrong headers for item table
Hi, There's an apparent problem with the labels above the items table in Zoho Invoice. I have two different templates for my invoices: one in English (the default one) and one in French. When I go to the templates settings and choose to edit or preview the French template, the labels show up just fine. But when I go to create an invoice with that particular template, the "Item & Description" as well as the "Qty" headers are still in English! I believe this is a new bug because it used to work before.
ZOHO CRM invoices & ZOHO Invoices- which one?
hi, we have the CRM module and it can send out invoices. So if we sign up for this zoho invoice, how does it reconcile with the crm module... do they invoices have the same invoice #? and how about all our products? how do we load it into the invoice?
How and when do customers sync from CRM?
Do I have to manually tel Zoho Invoice to sync with contacts in the CRM? I am trying to programmatically add contacts and create invoices for them using the API but I am running into the problem of a missing customer ID for newly created contacts.
Organisation profile
You standard have these boxes in your organisation profile. Your Logo Organization Name Industry Adress Contact Email But in the netherlands it is normal to also add KVK Nummer (Chamber of commerce number) BTW Nummer (Tax Number) IBAN (Account number) BIC Code How can I add these? Since i need them on my invoice..
I have an .osd for an invoice, how do I...
What's the best way for me to do this. Here's what I have been doing. I have an .ods (OpenOffice Document) that's a spreadsheet we use to create an invoice for a potential customer. I have been creating it on my desktop and saving it as a PDF and emailing it to the client. What do you recommend I do to simply and make more professional? As of yet I have not tried "Zoho Invoice", because I already have an invoice. I don't want to have to learn another thing to send invoices. Is that possible?
Creating an overdue invoice
How can I create an Invoice programmatically with an overdue status? Alternatively, can I set the status of draft Invoices to overdue? Thanks, Gabe
Timelog - minutes
Regarding timelog: "HH:MM" I manually enter time. Is the "MM" 0-59 minutes? For example, if I spend 2 hours 20 minutes is it as simple as entering "2:20" or do I need to do some formula? This must be obvious to everyone as I didn't see this question in the forum. Thank yoU!
Multiple billable expenses for one client?
Using your invoicing system I have entered a couple of expenses for a particular client. The system does not appear to allow me to select multiple billable expenses and create an invoice for the client? Surely we do not have to create a separate invoice for each billable expense?
Recent UI changes in Zoho Invoice
Dear Customers We moved in some UI changes recently to both Zoho Invoice and Zoho Books. Since we did this, we've been receiving questions. Hence, we are listing some of the changes, that we'd like you to know about: The quick search option: The quick search option on the right hand side of the page, is not available now. As an alternative, you may use the search option right at the top of you list; only till we have the quick search option back. Sort by: The earlier UI had a separate 'sort by' drop
Custom Field in Invoice Details
We have prepaid and postpaid customers. Right now when we download Aging file, we have to manually bifurcate these customers in excel. Is it possible to have custom field whereby we can have a flag/dropdown to choose Prepaid or Postpaid customers. So we can download only Postpaid customer details.
3 Support Questions
Hi I've switched over to the new system which looks v nice indeed, but I have a few questions: 1. Can I change the time period for total receivables and sales in the dashboard? 2. If I have 2 organisations set up, can I transfer old invoices or estimates between organisations? 3. We've noticed some data missing from invoices when printing from Zoho (e.g. field labels such as VAT and subtotal). Has anyone else reported this?
Disable/enable contacts for a client
Hi, I have a number of clients that have 30+ contacts, when i import these into the invoice application, all i want to do, is enable a 3 or 4 of these contacts to have Portal access. However, I can not do anything to change this at the moment, and I do NOT wish to delete contacts from Zoho CRM, as they are important! Any ideas? Cheers
Set payment term during invoice creation via API
I am using Zoho Invoice to create some invoices, only with the API. Is it possible to add specific payment term, only with the API, on the same call than invoice creation (not with another api call as visible in documentation) ? Best regards
Unable to save Timesheet duration properly
Hi everyone, I can't believe I'm the first one to report this, but since this morning (Feb 25, 2014, 10:50 AM EST), I am unable to change the duration of an existing Timesheet entry in Zoho Invoice. The bug is actually very easy to reproduce. Here's what I'm trying to do (and was able to up until this morning): Go to the Timesheet section Choose an existing task (I'm using one that I tracked using the timer) Note the time on the counter for that task, for example 4:05 Click on it to load the 'Edit
Double print in same page
I need to print a double copy of invoice in the same sheet. I use pre-printed modules in a A4 format , divided in two . One part is for me and one is for customer. (I know is complex, but we are talking about italian laws...) Is possible to customize the page in this way?
purchase invoice
Hi, This software is very good... to manage the selling invoice. But I think it could be nice can manage all the purchase invoice in order to give a really complete accounting managament system. Do you think will be implement in the future? Thanks for your answer. Davide
pdf format
1) if the invoice more than one page, can add page number on the end of page? and mark invoice number on second and after page? 2) how to email the PAYMENT RECEIPT to client? 3) can add the invoice number on PAYMENT RECEIPT? (https://invoice.zoho.com/app#/paymentsreceived)
Add a column to invoice
I would like to know if there is a way to add acustom column to an invoice. I would like to add a shipping column and a tax column so I can enter a fixed amount for shipping and a fixed amount for tax per line per item Here is what I am looking for Qty Item unit Price shipping Tax Total Thanks
Can't Open File when Printing or Exporting PDF
I get a pop up box that says "Can't open this file. There's a problem with the file format" when I try to "Print" or "Export as PDF" in Zoho Invoice. I recently got a new computer that is running Win 8.1. I never had this problem before??
Bitcoin Currency Support
I've started to accept Bitcoin from my customers for payment as well as paying for online services. The currency code is BTC and the currency symbol being (re)used is the Thai Baht symbol ฿ in the same way as the $ symbol has been reused for different currencies. Any chance of adding support for this currency? If not I'm just going to have to keep using Thai Baht / BTC, but that's going to cause an issue later when we start doing business with Thailand. Many thanks
How to send invoice through API
Hi, I'm working with the Invoice API and most of it goes well ! I am however struggling with the 'send invoice' instruction. I read that I can send out the invoice upon creation, by adding the Send=true parameter. But I don't know where or how to integrate this. On the other hand, I'm trying to email an already created invoice, and am sending following data through a post request: $data = "<Custom.Subject>This is mail subject</Custom.Subject> <Custom.Body>This is the mail content</Custom.Body>
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