Mark Invoice Paid using Zoho API
Hello, I'm looking at the API's available and can't seem to find how to mark the Invoice paid using API :https://www.zoho.com/invoice/api/v3/invoices/ Is there a method I can use to perform this function? Thanks, Harsimrat
Credit Card Scanning on Mobile App
Hi there, I occasionally use the mobile iOS app for Zoho Invoice as a POS device for my business. It's pretty good (especially the QR code scanning when adding items to the invoice, oh my goodness it's so good) but there's 1 thing that I wish it had -an
Calculating item rate automatically based on item total amount...
Currently, it seems that there is no way to add an item to an invoice, enter a quantity, and then enter a total amount for that quantity and have the software calculate the item rate automatically. Instead, you have to choose your quantity and guess at the item rate until you figure out a combination that matches the item total that you're looking for. Does anyone know a way around this?
I want to insert Woocommerce product details in Invoiced Items, how can do this??
I want to insert Woocommerce product details in Invoiced Items, how can do this?? I am usin woocommerce plugin ,I want to insert by curl. Need to insert in Product name, List Price ($), Quantity, Amount ($), Discount ($), Tax ($), Total ($), Sub Total ($),
Removing Sent Using Zoho Invoice from subject header on client emails
I've tried locating where to turn off ZOHO branding in settings in various locations in ZOHO Invoice but to no avail. It is super tacky and unprofessional to have that at the end of every client email subject header. Any ideas on how to get rid of that?
VAT in retainer invoices
Hello, I've just noticed that Zoho does not mention VAT in retainer invoices. Retainer invoices must have VAT... it's the law! Is there a way to do this? Otherwise, the entire solution just cannot be used. This is a huge show-stopper... thanks
Pay Invoice via Stripe or 2checkout - optional
Hi, We are trying to use Stripe and 2checkout for payments in Zoho Invoice. However, whenever a user tries to pay the invoice, only 2checkout option is being used when both of these options are checked. Furthermore, if we deselect any, the other option
How do I import Invoices from Freshbooks?
We're wanting to move from Freshbooks (FB) to Zoho Invoice for a few reasons. We have a lot of invoices in FB and would like to move them over. For some reason FB's invoice export is very weak - it only exports: invoice_number organization fname lname amount paid po_number create_date date_paid terms,notes Is there a widget or a way to port the invoices over using the APIs? It is literally impossible to do with the FB export - it simply lacks the info needed for the ZOHO import. Jacob
Remove "Balance due" from invoice
Hi, Been searching for hours now, is it really not possible to completely remove the "Balance due" this from the invoice template ? By the way...some of us who know html preferred the old way of customizing templates... Thank you in advance
Travel company
i own a travel company and have multiple suppliers who issues invoices to be paid by me, is there any easy method where i can add them in Purchases as it is very confusing, Also is there any manual specifically pertaining to travel companies , if yes
How to GET invoices by custom fields?
Hi! I'm trying to GET invoices by contact id and a custom field. Let's say I have a custom field with label 'userId', and I want to search for an invoice that it's userId == 2. What's the correct URL to GET in my request? right now I'm trying without success: https://invoice.zoho.com/api/v3/invoices?customer_id=<contactId>&custom_field=userId=2 Thanks a lot!
How to filter Zoho Invoice API data with DateTime ?
Hi Expert , I am New user for Zoho Invoice API , I am not able to filter get data with datetime . Please share any document where we can get help on Datetime filter on API data. Please help me i am stuck for it. Thanks Surajit Kundu
Create invoice using API
Hi, I am unable to find the postman collection in the documentation link. https://www.zoho.com/invoice/api/v3/#apicollection
Email is Mandatory for Payments with WePay error message when creating invoice
I am trying to send an invoice and I keep getting the error " Email is Mandatory for Payments with WePay " I have the customer's email on the invoice. I am sure it something simple I am missing but I cannot seem to find it. I have used WePay before with
Project hourly rates by date range
Hourly rates can change over time and when this happens, it would be very useful to expire an existing hourly rate for any project and add a new one (preferably with a start date). This is specifically relevant to projects where billing is based on hourly
Hard time understanding the ronud-off feature on Zoho Invoice
I have the round-off set up with "round up to multiple of 15 minutes". One of my tasks needed 2 hours and 9 minutes. My expectation is to round it up to 2 hours and 15 minutes, and invoice it accordingly. In the project overview page, this task is registered
Invoice Multiple Customers??
Is there a way to invoice multiple customers for the same item with the same cost? Right now it appears that you have to create an invoice and then apply it to a customer and repeat. I'd like to create an invoice and apply it to multiple customers.
Retainer hours burn down
As an IT service provider, I bill customers for 10 hours monthly. We allow them to pull from the next month if they go over, or roll over hours to the next month if they have a balance remaining. Is this possible with Zoho Books?
Remove "Tax Inclusive" wordings
Hi, I would like to remove the wordings of "Tax Inclusive" from my Zoho Invoice. I have also selected "Excluding Taxes" under preferences but it still appears. Could you please advice. Thanks.
Is it possible to create an invoice draft without adding Invoice Number until sent?
Hello! I know with a lot of time in advance when I will need to send invoices and its full details. However, there is no option to set a "Future sending date". I was thinking of creating draft invoices as soon as I know, but not assigning them an invoice number until they are sent. As this would mean that I would still need to enter manually in the system and "Sent the invoices/change them from draft to active", I would like this process to be as automated as possible (not manually checking what
Mileage
Hi! I would like to set up an invoice in Euro (works) and add my mileage expenses to this invoice (works). However as my mileage expenses are made in UK the expense is in GBP (works). But when I add it to the invoice (works) the amount GBP is not transferred into Euros - the amount stays the same just the currency symbol changes. For example mileage expenses are calculated into 50 GBP. On invoice in Euros it says Mileage Expenses 50 Euros. Exchange rate feeds are enabled though. Any idea?
Increase click area around pause button in timer
Hi, The pause button in the timer is difficult to click, as it requires aiming precisely on the pause icon (the two vertical bars). The pause button in the bottom left timer Like the red "stop" button, it would be better if the whole blue area was clickable.
Delete payment made and Balance due in invoice template
I only need sub total ,taxes and Total in invoices.Can I hide payment made and balance Due fiekd ?
How can I enable Client Portal via Deluge Task?
zoho.books.updateRecord("contactpersons"...) doesn't seem to work (invalid URL). How do I update a contactperson? Please Help!
How to raise debit note to my customer
if i want to debit my customer for some charge, how do i do that. there is an option to make a credit note, what about debit note
Stripe Test Payments
Hi, We are trying Zoho Invoice to see it can match our requirements. We want to check Stripe integration and workflow, but can't find a way to make payment with a test card. I have changed Stripe mode to test, and reactivated stripe integration, but it still don't accept credit card. Is there a way to configure to accept test credit cards or a way to test payments without charging from credit card?
Multi-languages on Zoho Invoice
Hi, It would be important to be able to work with Zoho Invoice in multiple languages, things like : - Associate a certain language to a customer - Having the reminders and notifications in several languages, so we could select what language to be used for each customer. At the moment we are using different Zoho Invoice organizations, but that is a lot more work because you have to setup everything on each organization (even all the common options), you have to manage customers lists in each Zoho
How to setup Plaid for Stripe ACH payments
Is there anything special I need to do inside of my Plaid account aside from requesting access to production and agreeing to the terms? I have linked my Stripe to Plaid but I see a lot of information about having to run server side code and scripts in
How to create a customer using API and get customer_id to use in create invoice API
Hi, I have an online portal to sell some digital assets. The portal is completely independent and has no integration with Zoho in any way. Now I am planning to use Zoho Invoice API to invoice my users. which means whenever someone buys anything from my site. I will hit ZOHO invoice API and generate an invoice for that particular customer. But according to invoice API documentation, customer_id is a mandatory field to create an Invoice. So I am planning to create a customer in ZOHO if it does not
Email Multiple Invoices Simultaneously To A Customer
I often have customers request copies of mulitple invoices. Is it possible to send multiple invoices at once in one email?
spanish invoice needs summary for each tax type
Hi, in spain, by law, if an invoice contains several tax types (for example 10% for food, 21% for transport), we need in the bottom/footer of the invoice a summary of the totals for each tax type like this: IVA base imponible IVA 10% 50,00 € 5,00 € 21% 100,00 € 21,00 € There can be for example 5 food products in the invoice, each with 20,00 €, and food has 10% of TAX. And one transport for 50,00 €
Placeholder for Month Name to use in email template
Hi, I do not see "Month Name" as a placeholder to use in the email template area. Is there something that I could use that will autofil in the email template I have something like "Invoice for the month of %Month Name% 2018"?
How to automate report generation and email?
I would like to have a sales tax liability report run the 1st of every month and emailed to me. (I would also like this report to have a total amount for each column, not just the total sales tax collected, but apparently that's not possible.....)
Retainer Invoices NOT treated as a Receivable
When I issue a Retainer Invoice to a customer, it is an amount I expect to be paid and when not yet paid it is therefore a Receivable. Zoho Invoice does not treat Retainer Invoices as a Receivable and does not include them within Receivables on the Dashboard. This behaviour is fundamentally wrong. When chatting with support, the explained the systems behaviour as to why they do not treat a Retainer Invoice as a Receivable because if I issue an Invoice and then use the Retainer balance to pay this
Invoice rounding after tax - round to .x0 or .x5 possible?
Hi there, Is it possible to round the calculated amount on the invoices to steps of .05, .10, .15, .20, .25, etc? Example: Amount = 102.25 Tax = 8.2% Amount = 102.25 * 1.082 = 110.6345 Amount to be shown on the invoice = 110.65 Can that be done? Problem is that in my country, the smallest coin of the currency (Swiss Francs) is 5 Rappen. 1 Swiss Franc has 100 Rappen. So all amounts are rounded to a multiple of 5 Rappen. Thanks Dan
Differents rates per profile - Consulting company
Hi, I would like to be able to set up rate per profiles for a consulting company: - junior - medior - senior The rates are project specific. How may I do that? Would you have a link to the documentation? --> Rate per Task is not an option, as different
Mexico Invoices for Mexico
I have a question regarding invoices for Mexico Now since the goberment force to use the electronic invoice system, we need to generate a chain provided by our ministry of finance that allows to sent a invoice to the client in PDF, is any possibility to include this database in de ZOHO system?
SEPA
Hello In Zoho Invoice, I can't see anything related to SEPA direct debit (SDD) at xml format regarding new rules in Europe for the invoices that I would be asking for automatic payment through SEPA regards !
Invoice Font Size
I can change the font size for most of sections in the Invoice, but not for Custom fields or fields in the Document Information section- any way to change the font size for these ?
Exporting Invoices to Zoho Sheet
Can't seem to view/export invoices into Z Sheet. According to the help info for Zoho Invoice, I should be able to do this, "Alternatively you can click on the “View” link, which will open the data in “Zoho Sheet”. This will facilitate viewing and editing the data in bulk". This does not seem to work.
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