How do i customize my sale report ?
How do i customize my sale report ? Such add Customer Country , telephone etc ? thanks in advance
More invoice notification, payment thank you templates needed
Hello, I wrote about a year ago requesting a feature that hasn't been implemented yet, despite the fact that someone told me it should be simple. I sell several different services. When I e-mail an invoice, I want the invoice notification e-mail to change depending on the invoice template I used. I also want the Payment thank you to change depending on the invoice template used. I hope this is clear! Thanks in advance for your consideration, John
Mass change of VAT field.
The Dutch VAT% has been changed from 19% to 21%; we need to change this fact in Zoho Invoice so that our items contain the correct VAT%. Unfortunately, by changing the VAT% in the (browser based) Zoho-sheet, the info isn't translated to the separate items. It's also not possible to "hard reset" the items and import the .csv-sheet from the browser based Zoho-excel doc, because Zoho Invoice will not allow us to delete all our items. Who can help us to mass change the VAT%? Thanks!
Export all Invoices details . From day 1 to day 2
Hi, I need to export invoices details (articles, quantity , details): - from day 1 to day 2 . - created in the week - created today - created this month... Currently I can: - export the list of invoices of the selected period without any details. or - export all invoices created from the beginning with details (articles, quantity ,etc...) Please help. Welfor
payment offline or bank deposit
Good day, They could tell me how to set the payment offline, as I am trying to configure the service invoice but I see that has an online payment gateway, and would like to set it when my clients payments made by bank deposit.
Is there an API that facilitates import of Zoho CRM Accounts into Zoho Invoice
I need Zoho CRM and Zoho Invoice working in an integrated fashion. My requirement is custom and needs to be built on top of the integration already offered by ZOHO (Zoho Accounts import into Zoho Invoice via ZSC key and display of invoice within Zoho CRM). Moreover there is a custom payment gateway implementation that I have for payment collection for my invoices. Zoho CRM only recognizes invoices of customers that have been imported in Zoho Invoice from Zoho CRM via the ZSC Key. Because of the custom
India Service Tax
How can I add the individual components of Indian Service tax? I want three rows in the invoice, one each for Service Tax, Educational Cess and S & H Edu Cess .
Error message when Zoho sends automated message to AOL emails with Zoho Invoice.
Here is the message: and it happens with all my AOL email clients just recently. has always worked before. This is a MIME-encapsulated message --q8JL4Lj6005090.1348089227/resolver2.sv4.zoho.com The original message was received at Wed, 19 Sep 2012 13:21:13 -0700 from [172.31.253.75] ----- The following addresses had permanent fatal errors ----- <xxxx@aol.com> ----- Transcript of session follows ----- 554 5.3.5 Local configuration error --q8JL4Lj6005090.1348089227/resolver2.sv4.zoho.com
website payments pro
Hi, Why doesn't zoho enable website payments pro? Eric
"rendering exception" error
At the time sheet overview page (Rooster in Dutch) the Status list changed in "[Rendering exeptions]" on all items. So it's not possible to see if time spent is invoiced or not. Please repair or instruct!
what means P.O.# in the default invoice i have created
what means P.O.# in the default invoice i have created?
Automated Collection of funds
We are looking to see if Zoho invoices will monthly collect credit card and or ACH/ETF funds and then send out an invoice showing the amount collected ? We do not wish to leave it up to our customers to visit a web site to make payment as we are sure more than a few of our customers would fail to make payment, Note this is for monthly fixed cost items with customers that may have term contracts of 12 to 36 months BRW
Error Message When Creating Custom Template In Invoice
The HTML content of your custom template has been deleted, hence it cannot be saved When I hit Save, the form is deleted of all of my changes and then this message appears on the top of the page. I haven't done anything with the html, just used the Placeholders.
Email Signature & Invoice Notification Logo
Hi, We need your assistance regarding the subject above. We wanted to put our logo on the Invoice notification and also in our signature. Is there a way to do this. Your assistance is highly appreciated. Thanks, John
Financial Year
How do i create financial year in Zoho Invoice. My Financial year is from April to March. How can i create invoice for each financial year in that. Currently all my invoices from last three years are displayed in my invoice list and that is creating confusing when filtering.
where can i go to find patch notes for zoho invoice
i'd like to know where patch notes are kept so I can be made aware of changes made. also where a list of upcoming features is kept so I can know if certain features are planned to be added in the near future.
Delete symbol does not appear in invoice editor
I am trying to follow these instructions. Please follow these steps to delete the discount column in templates: Click on Settings tab. Click on Invoice Templates under Invoice Settings. Click on edit link of the custom template you wish to modify. Click on 'x' symbol appears above when clicking the discount column in editor. Now Save the template and assign it to the invoices.No 'x' symbol appears. I have tried using both Chrome and Internet Explorer.
i need help to delete duplicates in my zoho invoice
yesterday i try to import contact to my zoho crm and i made few duplicate i will like to fix that asap my work is been stop for that what can i do
Re-open Closed Invoice
I mistakenly closed (recorded payment) on the wrong invoice for a client. How do I re-open that invoice to overdue again or open. Jerome
display expiration date on the list of recurring invoices
Would it be possible to display expiration date on the list of recurring invoices? It is very useful information - one needs to know at a glance when the recurring invoices are going to expire.
New currency for Romania
Hi, if I want to add new currency in the currency code field there is no code for LEI - Romania. Will this be added anytime soon? Camelia
OpenID IDP error
hello Zoho Support, my staff cannot get acces to invoice,.. they get the following error (see image below). My personal account is the only account that works to get access to Zoho Invoice why are all the other accounts not able to get access to Invoice who can help me, i've send 2 emails to support zoho, but nobody reply's
Cannot resize input tables..at all.
Hi, I cannot resize any of my tables in my invoice. On the video it shows her selecting it so she can make it shorter, taller, thinner etc but I cannot do the same thing. I have tried Chrome and IE to no avail. Basically there is a massive gap between the bottom of customer details and the top of the details of the items purchased which even with 2 items purchased can force the invoice from 1 to now 2 pages (second page has 1 line of text on it!) The invoice template I use is the professional with
Zoho invoice - projects
Hello, I have the same project but for different customers. When I use the same 'projectname' an error is occuring. Could that be helped? Regards, Marc
Zoho CRM import/sync with Zoho Invoices
Trying to follow the instructions to import/sync data from CRM to Invoices and it doesn't seem to work. After entering e-mail and ZSC key it redirects me to the "Welcome to Zoho Invoice page with an error at the top of the page in pink that says: This link appears to be broken. Contact support@zohoinvoice.com for assistance.
Customised reporting
I need a report containing the follow fields: Invoice# Bill To: Invoice Date Terms Due Date P.O.# Sub Total VAT (20%) Total Payment made Credits Applied Balance Due Does anyone know if this is available?
Customised reports
I need a report containing the follow fields: Invoice# Bill To: Invoice Date Terms Due Date P.O.# Sub Total VAT (20%) Total Payment made Credits Applied Balance Due Does anyone know if this is available?
Reverses deleted invoice
Hi, Our accountant deleted two invoices, is there a way in Zoho of recovering these? Regards, Hannah
Add additional Payment Method in drop down
Hi Zoho Team! Do you see any options here to make the drop down in such a way configurable that we have an additional option here for "Gutschriften" (DE) "credit terms" (EN) or any others ... Or would it be possible that we name 1 or 2 and they will be added to the drop down list from your side? Regards Patrick
Zoho Invoice API, 500 internal server error
Hi, I'm getting a 500 internal server error on the customer create API. I post the following fields: XMLString => Koos+van+EgmondHuygensstraat++9Berkel+en+Rodenrijs2652XKNLKoosKooskoos@cream.nl010+-+753+60+90 scope => invoiceapi apikey => 66dce6c1b0c4ac47821f6003b514c529 authtoken => 7c33c766637b05dac93cad53ce175130 A 500 internal server error is returned and I don't know what's going wrong. I see some kind of body is returnerned, but it is encoded: object(Zend_Http_Response)#171 (5) { ["version:protected"]=>
Zoho team not as responsive in the forums as they used to be?
In the past couple of weeks I've asked 2 support questions in the Zoho Invoice forums, neither of which has been replied to by anyone from Zoho. In the past the Zoho team used to be very responsive, typically answering a support question in the forum within the day. This responsiveness and interaction with users was one of the key attractions to me of using Zoho. I'm sorry to see that the response time seems much slower now. Perhaps this is a symptom of the success of Zoho. With more users and
Font and background color alternative row in template
Hello, I try to use custom font style and function alternative row color background. - I can not use .js script ? webkit ? fontface ? Have you solution, because my estimate and invoice are not use with arial or html font ...
Zoho Creator integration with Zoho Invoice Limits
I have just recently setup Zoho Creator to insert 316 Invoices in one day into Zoho Invoice. However when I execute the schedule it only creates 99 Invoices in Zoho Invoice. I have checked my limits in Zoho Creator and I have the ability to insert 500 records to other zoho api's in one day. Anyone have an idea why the script would cap at 99 records?
Confirmation email for payment covering several invoices
Hi, If I receive a single payment from a client covering several invoices, and apply that payment from the Customer Details page, the confirmation email that gets sent out only references one of the invoices (via the %InvoiceNumber% placeholder). Really where the single payment is applied to multiple invoices the %InvoiceNumber% placeholder needs to return the list of all relevant invoices, otherwise the email is confusing. I hope that this can be fixed soon! Mark
Payment Reminder - No contacts for the customer
Hi, I setup payment reminders and had many of them bounce back with the following, even though there is an email listed for the contact. Any idea why that would be? Payment Reminder - No contacts for the customer "Customer Name" Hello, Payment reminder for invoice INV-58 dated 11 Sep 2012 is not yet sent to "Customer Name", as contact details are not available for this customer. Please send the reminder manually.
Paypal Gateway setup suddenly not recognized (urgent)
Hello, suddenly when I try to email an invoice now I get this message: Payment gateways have not been set up yet. Please set up a payment gateway for online payments or remove the online payment link in the body of this email. We have been using paypal as default payment gateway for zoho invoice for the past 6 months and never had a problem before. Your fast response on the matter is greatly appreciated
Leaving Zoho for MHelpdesk......
I'm looking to move to MHelpDesk but they have no option for me to import my invoices. Is there a cheaper plan I can switch to, like the free plan, just to let me keep my records here for a little while, or when I switch to the free plan will it delete any of my records/customers/invoices?
Automatic Invoicing?
Hi guys, Love what you are doing here. And am very interested to switch from using Quick Books Online from Intuit. The most obvious feature missing where QBO chines is the automatic invoice generation. They way I work is as I go through the week, I enter charges from time worked on projects, for each of my customers. Then on Monday morning at about 1:00 AM, the system automatically combines all these changes and produces invoices that are then sent to the customer. So, all I have to remember to do
No expenses in Reports
Hi Zoho team, We are considering whether we can manage our expenses in the Invoice. For testing purposes we imported a part of the expenses from another software. We can see the list of expenses in Invoice-Expenses tab. But I see no expenses in the Reports-Expenses tab. Tried several date ranges but unsuccessfully. What could be the problem? Regards, Andrey
Invoice balance does not reflect customer's credit balance
I'm not sure if I understand how a customer's balance is used on invoice emails. This is where I am confused: Customer A has a credit of $100 and a recurring fee of $20/month. When the invoice email goes out it says that the current charge is $20 and that the balance is $20. The customer's credit is not reflected in this balance, which should show an $80 credit. Am I missing something?
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