Doing work for charity and putting it in my records for taxes
In zoho invoice how do I go about doing such a thing? I do a lot of work for a medical group for free and I would like to count it in my books for tax exemptions. Thanks.
Setting customers up for scheduled checkups?
Is there a way in zoho invoice to set up customers for their next check up date that can be put on a calendar?
Adding items from Zoho CRM!????
Hi I added the Invoice part to my CRM but when I wanted to sell an item they can not be found? Do I need to enter the items again or can I import them just like I did with customers or do I have to export them from CRM and then import them to Invoice. Much appreciasted for a speedy answer Regards Janne
One invoice and multiple payment
Hi , I would like to make one invoice for a all year instead of 12 invoices. Can we add a condition payment, that will say : payment every month or in 12 times (because we withdraw the cash from our client account) ? Or the question in an other way : if a client pays me 30% at the edition of the invoice, 40% in 60 days, and the rest in 90 days. Can I do that with the payment options ? Thanks Alex
Estimate
Hi, How can I add in the credit terms in estimate?
Improve "customer notes"
Hi, I tried to use the current "customer notes" at Zoho Invoice, but was very disappointed on the poor functionality. If you select a customer, there is a space in the very lowest part, where you can add a note for your internal use. This note is not shown for the customer. This would be good to use, for example to add simple notes on dates, calls and content of discussion you had with your customer. However, the bad point is that when entering data in this field and click on "save"....then all information
User login display & Refund
Wondering if the user login, who creates the invoice, have their user name display on the invoice? Also, how do you record a refund on a closed invoice? Thanks in advance
How to edit default fields while exporting to a exel file
Hello, I am new to Zoho.I am using Zoho Invoice to manage my invoice requirements.I have tried to export my invoices to a excel file.I found that there are too many fields are there in that excel file.I want some basic fields to be there while exporting to a excel file.Is there any setting to edit the default data fields so that excel files can be customized during export.I am ready to test Zoho API for this case.Thank you Hriday
Invoice Clients that signed a term plan agreement
Some of my clients sign a term plan agreement, i.e. they pay in 1 to 3 payments for their purchases, where the agreements specifies exact date of payment or number of days after a milestone is reached or as a percentage of the agreement at each payment. I could not see such an option in Zoho Invoice. Is there such an option.
Recording payment
Currently, credit card is an option for recording payment. Is there an option to split or add forms of payment into Visa, Mastercard and Amex? Thanks
Invoice entry view & quick search
I run a retail business with over 2000 items. When I choose and select items to go onto the invoice, i'm running into a problem where once a item is selected, the box is so short that I cannot see what the item is that I have selected. Once I click the box again, the items does not appear to allow me to confirm. So my questions is whether the invoice entry view can be adjusted, because I adjusted the PDF view once it's exported.... Also, because there's 2000+ items, the quick search box allows only
Custom Template - Export to PDF?
At the moment, the Export option for a custom invoice template offers an html file. Any chance of offering it as a pdf, as with the standard templates? I'd not looked at Zoho for almost a year so I'm very pleased to find this invoicing facility has been added -- I'm seriously considering switching from Blinksale!
Why is there no information on downtime?
So again Zoho is completely off the air for 30 minutes this morning and right now is apparently crippled judging from the speed of the service. Last outage I learned that you don't answer the support number when you've crashed so I'm left wondering why I'm wondering what's going on? Would it be so hard to send out an email to customers telling us what the status is, when you expect to have it fixed, etc.? Maybe an announcement on the support page or the forums? These things would go a long way in
Zoho invoice banner at the bottom of ALL my emails
Hi, we are a small firm considering using Zoho Invoice. We are user of Gmail Enterprise. We are currently testing Zoho invoicing and found that EVERY email we receive OR send to OR from anyone has a Zoho Invoice at the bottom of each email. It is really annoying, does not give a professional aspect and worse does not look like something secured (in particular for an invoicing system Is there any explanation and above all how to get rid of it (or get rid of Zoho if there is no other solution) please
Help with customization of Invoice
Hi: I am trying to figure out if I can use Zoho Invoice for my company. I need to REALLY customize my invoice, not just the basics, but to have 8 custom fields I made in CRM to print out on the ZOHO invoice ion the appropriate place (sort of a merge with text) Is this possible? Thx, Russ
Can't sent email from my profile
Since this afternoon my customer doesn't receive any invoices when I click send by email.
Integration zoho invoice and zoho crm
Hi im trying to do the integration but the invoices or estimate for the customer do not appear in zoho invoice , the contacts are impoerted but the invoices no so i read that see and import its posible in this integration im right ? so is this is posible what im doing wrong??
e mail issue
Hi, from 3 months i am using Zoho invoices. 1st 1 month i am getting cc mails to my mail id accounts@shellbg.com, but from 2 months i am not getting cc mails to my inbox, at the same time customers getting my invoices and mails. May i know why it happens?
How to setup 1 Customer with many sub locations
Can we setup 1 Customer and create many locations to under it. Say 1 customer owns 3 gas stations. I want all of 3 locations to be linked to the customer but each location to create their own invoices.
Continued payment reminders
It looks like after the 3rd payment reminder no more will be sent. Is there a way to tell it to keep sending reminders (every week for example) until the invoice is paid? Thanks, -Dane
European price notation.
How can we tell Zoho Invoice that thousands are with a . and decimals are with a , ? € 1.000,00 I can not find this setting.
Configurable columns in Overview of Invoice and Quote
Would be very handy to configure the Overview of Invoice and Quotes with other "Column" information as well for example user defined columns ...
Payments Received with Paypal are not editable
When we receive a payment through paypal, Zoho Invoice does not allow us to update that payment. Since zoho does not automatically update currency conversion rates, this means that when we receive a paypal payment we have no way to enter the currency conversion rate applicable on that date. Zoho invoice automatically assumes it to be the same as on the invoice. Is this not a bug? Has somebody else noticed this as well? Thanks, Prabhash
Import .xls or .xlsx
Zoho Invoice exports to .xls but it can not import .xls!? Why?
Zoho Invoice sync with Multicurrency Zoho CRM
Dear team, I have the multicurrency enabled with Zoho CRM. I have also activated since a while the sync between Zoho Invoice and Zoho CRM to pull out the clients. I have setup the currencies in Zoho Invoice and in Zoho CRM. I have chosen some different currencies for my customers in Zoho CRM. However, when I perform the sync, I see that this currency information is not part of the shared data. I need to modify again the currency in Zoho Invoice. Could you please sync the currency between the 2 products?
Export Invoices Produces an Error
When I try to export invoices in either format I get the following error page: This webpage is not found No webpage was found for the web address: https://invoice.zoho.com/zohobooks/ExportAction.do?operationType=export&fileType=2&entityID=20 Error 6 (net::ERR_FILE_NOT_FOUND): The file or directory could not be found. I get this error in Firefox, Chrome and Internet Explorer.
Inventory control
I read on the forums that Zoho was working on inventory control for the invoice app about 3 years ago. What has happened to it? Will it ever be added?
TAX calculation based on actual price not the rounded price
Hi, We can see that when we use Zoho API to generate invoice, it does not calculate tax on the actual price of the item. Rather, it calculates tax on the rounded price. This creates an issue for us. Here is the example. Say, there is 10% tax and the actual price of the item is 54.54545 AUD. What happens here, Invoice shows Price (actual) Price(rounded) Item 54.54545 54.55 TAX
Zoho Invoice - Calculate tax on rounded Price issue
I have product with price $60.00 including 10% tax. So, I set Tax = GST = 10% in settings. What price should I have to pass to Create Invoice API to get invoice with Total amount $60? If I pass $54.55 then Zoho calculate total price $60.01 and when I pass 54.54 then Zoho calculate total price $59.99, so I am not getting right invoice with total amount $60.00. I found that Why Zoho calculate tax on rounded price instead of calculate tax on price and then round it? Why there is not any option to pass
need place holder for pending invoices
HI, Is there any option for place holders, like old due, corrent invoice balance, total due(adding former two will give total due) and for this total due place holder for paypal link
Payment reminder - %OverdueDays% is possible, but what about due days?
Does %OverdueDays% act as due days when sending a reminder for an open invoice? If not, would it be possible to have a %DueDays% tag? Thanks.
Import Function
Trying to import estimates and invoice that I've saved and downloaded from a user id that was in use prior to switching over to Google Apps. Keep getting a message: Import is not possible at the moment. Please try it again later. Sorry for the inconvenience.
Reverting Open invoice to Draft
I accidently converted a draft invoice to open, and can't determine how to change it back (in the event that it throws my reporting off of how long invoices are open)
Sort order of Tasks
Using time records, adding tasks to a project, the tasks appear in the order they are entered rather than sorted into alpha order, which makes it hard to find related tasks, for example Programming: Coding Programming: Design Programming: Testing would make sense to follow each other, rather than being scattered around the task list. Is it possible to re-order or sort tasks?
Search in Recurring Invoices
Hi Zoho team, You do a good job. And I will like you even more if you enable the possibility to search within Recurring invoices just from the search line in the top right corner. Thanks in advance. Regards, Andrey
Can i Change the status of invoice after recording full payment?
if the customer is paying advance payment for the product that i invoice so how can i find that pending order because it is showing closed in the report or in the invoice page ? A little thing should be implemented in this application and it is delivery status, after completing the invoice and payment there should be a option for delivery .
standard vs business payments
What is the difference between standard vs business payments? Why is it that only the business payments have the 50 cent pricing? Ray
sign in as administor but then reverts to staff
I am signing in as the administor but as I am scrolling through the screen suddenly changes to one of the staff users. Also I have just written two invoices today but they are not showing on my screen (however the new contact details have been saved). HELP!!
cancel queued snail mail invoices
In trying to snail mail invoices last night I received emails stating they could not be processed at that time due to internal problems. I HAVE to get these invoices out ASAP so will be printing them and mailing them myself. Meanwhile, I don't want clients to receive a second, identical invoice. Any suggestions on how to cancel queued invoices? Also, this isn't the first time I've had problems with snail mail. Need help. Thanks, Trudy Hibler
Import Quickbook customers in Zoho Invoice
What is the easiest (and best way) to export Quickbook customers and import them into Zoho Invoice? I tried exporting QB but the file had the contact and bill to as a single field? Also I see no option to import phone #? Can it be done with CSV and if not could I use Zoho CRM to sync up contacts then move them to invoice. I do not wish to subscribe to Zoho CRM just use it long enough to get the contacts as it seems to have better QB integration? Thanks, -Dane
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