Message sent confirmation
Hi the team, I send my first invoice from Zoho Invoice, and when I've click on the send button, there were no confirmation for sending (I've seen the loading in the bottom bar of chrome). I was thinking, that wasn't been sent, so I click once again, the send an invoice form was still open with no confirmatio, and so I check for to be sure in my webmail (because I was in copy), and what a surprise to see that the message have been send twice ! So I think there's an issue with this feature. Sarah
Add Item by taping the Item Code instead of selecting a code in a list.
Hi, Currently, we have to select a item code in a list in order to add an item. It would be better if we could just tape item code in the field, then description, rate, etc..; would be filled automatically. Regards,
Dose Zoho invoice support at least 17 items?
I'm having issues with another online invoicing app. When I try to add payments to an invoice the page freezes. I've asked their customer service and they tell me that I have too many items, but my invoices sometimes need 12-17 items, so they're out. Dose Zoho invoice support at least 17 items, or will it crash too?
Error on creating an invoice
Hello, I try to create an invoice but I get an error, code:4 XMLString should be a part of the request even if I send the XMLString by POST encoded. Can anyone help me? Another question: if I want to create an invoice do I have to create a customer first to attach the invoice? Thank you, Bianca
Error creating invoice from timesheet
I am getting the following error when trying to create an invoice from a timesheet : Please enter the staffs rate. I cannot find where I need to go to enter the staff rate. The staff person in question is me, and I am the only staff. Can you help me on this? Thanks, Kevin
code error 4 - XMLString should be a part of the request
Hello, Try to add an invoice from php using curl but I get "XMLString should be a part of the request" error. My code is simple $query = urlencode('authtoken='.AUTHTOKEN.'&apikey='.APIKey.'&SCOPE'.scope.'&XMLString='.$xml); $x = curl_init("https://invoice.zoho.com/api/invoices/create"); curl_setopt($x, CURLOPT_HEADER, 0); curl_setopt($x, CURLOPT_POST, 1); curl_setopt($x, CURLOPT_POSTFIELDS, $query); curl_setopt($x, CURLOPT_FOLLOWLOCATION, 0); curl_setopt($x, CURLOPT_RETURNTRANSFER, 1); $data = curl_exec($x);
pdf and print not possible
Hi First of all: I'm new into Zoho, which might be the reason for this bug report... However, when I try to do a pdf export or a print of an invoice, I get a warning, which translated is something like: "IE can't get ExportAction.do from invoice.zoho.com. IE could not open this internet site. The site is either not accessible or couldn't be found. Try again later". What do do? Regards Carsten Richter & Lund
Can't "View in Zoho sheet"
At one time, clicking on "View in Zoho Sheet" from any of the tables containing said link would generate the expected output. However, for months now, all I receive is a blank output regardless of what I'm attempting to view in Zoho Sheet (Invoices, Customers, Estimates, etc). Zoho support has failed to get back to me on this issue, so I'm wondering if I'm an isolated case or if others are seeing this issue. STR (Steps to Reproduce) are pretty straight-forward. . .Select any "list" (tab) in Zoho
Scrool Invoices details
Hi, 1/ In invoive wiew details, it would be convenient if we could move from an invoice to another by clicking on arrow left or right. In Zoho CRM we can do it for activities. 2/ Stock Management as well would be great ( can be include with integration with Zoho CRM). Thanks,
How can I add a discount code in my form?
How can setup an option in my form so that people can fill-in a special discount code (voucher) and receive discount off the price item?
Can I create a field and enter the drivers name as a vendor?
I have a courier company and I use independent contractors (vendors). Is there any way that a ZOHO invoice can be edited so I can create a field and enter the drivers name as a vendor? Math would be nice too, they bet paid a % of the invoice. Any workarounds? Thanks Vic
Invoice Module
Is it down or did you make changes I'm not aware of?
Google Apps Users
I am the admin for my families Google Apps domain. My wife needs to use Zoho Invoice so I installed it from Marketplace. However my user id is automatically added to the Zoho Invoice Users... we only want to use the FREE edition of Zoho Invoice. How can I as the Google Apps Administrator install Zoho Invoice but have a different user as the Zoho Invoice user under the free plan? Thanks Sean
Introducing the iPhone App for Zoho Invoice
Now you can invoice on the go from your iPhone through the Zoho Invoice iPhone app. Our iPhone app is available at the apps store for download. The app is special in more ways than one: An impeccable UI takes your invoicing experience to a whole new level That's a first native app we've come up with It's available for FREE!!!!! Yeah, absolutely Free. No brainer there, we just wanted to make our users to enjoy the app no strings attachedHere some snapshots of the app: For the real experience, head
iPhone compatible
is there any plan to configure zoho invoice to be iPhone friendly?
BLACKBERRY COMPATIBILITY
Dear sirs, I am really excited at the idea of managing Zoho invoice thru my Blackberry device (bold as of today), I don't need to create invoice on the go, i simply need to view and manage data stored in my zoho invoice. Please help me because that's gonna be the killer application for it. I am a Finance Manager and use zoho in a small company; i am thinking to switch to zoho in another MEDIUM company, but the fact i cannot use it thru my mobile device is frustrating because our current system is
Introducing the Android app for Zoho Invoice
We launched the Zoho Invoice app for Android devices recently. Ever since we launched the Zoho Invoice iPhone app, we had requests pouring in for an Android app. We had no choice but to oblige considering the volume of requests. So here it is the much requested for Android app. Download this app for free at the Android Market linked below: https://market.android.com/details?id=com.zoho.invoice&feature=search_result For a more extensive review of the app please read our blog post: https://blogs.zoho.com/general/zoho-loves-android-announcing-our-first-android-app-for-zoho-invoice
How to get a customfield response via API?
Hi! What kind of name convention is used for getting ghte custom fields from invoice and estimate through the api? Thanks Patrick
How do I get my Contact's name above the shipping/billing address on my invoices?
How do I get the name of my Contact to show up above the Billing and/or shipping address on my invoices?
Tax name and value not appearing on invoice pdf
I have the placeholders for tax name and tax value on my invoice template but they do not appear on the pdf. There is a blank line instead beneath the sub-total, then the total appears which has correctly added in the tax. I have another invoice template that has this section entered exactly the same and it works as it should. The only difference between the two templates is an extra column to show a discount. I would appreciate some help on this ASAP. Thanks. Cathy
best practice for refunding deposits
What is the best way to handle the following scenario: 1. Customer pays a deposit to secure a booking for an appointment. 2. Customer cancels their appointment and their deposit is refunded. We need to record the initial payment and the refund, however, we obviously do not wish to record the sale as it never eventuated and it also is not a 'bad debt' that should be written off. At the moment I am changing the the item on the invoice to a $0 amount and showing the refund as a negative 'payment'.
Paypal notice?
Google Checkout (before Zoho) sends me notices that people have paid. I'm new to using Paypal (and have had a business account for several years) so I would like to know if it will too without any using any settings? If so where can I find them? Paypal is now showing on my invoices along with Google Checkout. I plan on using Zoho on a tablet while between my courier orders. All this and I fear that my trial will expire before I can make a decision, but I think I can get by using the 8 dollar a month
Can't create a new Credit Note
hi When I create a new credit note it just keeps on coming up with message: The credit note# specified already exists. But when I search for the existing credit note it is not listed anywhere. Please can you assist. Rgds Gene
import customer info from Zoho CRM to invoice
Hi: Have a quick question: If I have 3 new customers in CRM today, and I want to import them into ZOHO Invoice account, so far I know I need to import all the customers (including the old customers and 3 new customers in CRM) to Invoice account. Is that correct? What if I have thousands of old customers in CRM, because I need import those 3 new customers, I need to import all of them? Seems unreasonable. May be I am missing something here. Thanks. James
Why does my sent invoice emails say "Make payment via PayPal." when I have Paypal and Google Checkout set up
Why does my sent invoice emails say "Make payment via PayPal." when I have Paypal and Google Checkout set up? When the link is hit there are both choices though.
More than 500 characters in the description
I need to include descriptions longer than 500 characters in quotes. How can you do? Thanks Claudio
integration with Zoho Creator app
I have developed a custom CRM app in Zoho Creator which I would now like to integrate with Zoho Invoice via the API so our staff can generate invoices from within our app. We need to populate certain custom fields (e.g. "Medicare Provider No.", etc) depending on which person in our organisation is providing the services to the client. I can't find any details in the API documentation pertaining to this. Any advice or assistance would be much appreciated. Thanks, Anton
How to add customer in Zoho invoice**
Hello Can u please provide me the way to add customer information in zoho invoice through API (And if i am adding customer information from a simple HTML form). I just need to add customer info through submit form and it should also be added in Zoho invoice too through API. Please provide me the PHP build /script to add customer or to make connection with Zoho DB to insert data . Need to solve it ASAP. Regards Priyanka
Complete Invoices
I'm a consultant that bills by the hour, sells services and products to my clients and gets reimbursed for expenses. If I understand the system correctly, there isn't a way for me to put all of these items on a single invoice. If I use the existing systems I'd have to generate an invoice using the timesheet for my billable hours; another invoice for reimbursable expenses using the expense options; and then the invoice tab to generate another invoice for sales. Is this really correct??
Report Access
I have added my bookkeeping and accounting firm as a STAFF user. However, they do not have access to the reports function. Is there a way to enable reporting only, or certain reports? That would be helpful.
Additional Placeholders
I would really like the following placeholders to be added for my estimate and invoice email messages. Project Name Task Name Task Description Thanks, Linda
.NET (C#) wrappers for Zoho Invoice
I had a look around but was unable to find sample code for accessing Zoho Invoice using .NET|C#. As a result, I wrote my own. If anyone's interested in leveraging this code, please let me know and I'll get it published somewhere for others to use. It's currently a basic implementation that was focused on getting me up-and-running using Zoho Invoice from an existing project. It achieves this goal. I've only written support for Zoho Invoice and only for Customers and Invoices (hoping to add Organizations
Integration of ZOHO CRM and ZOHO Invoice
Is ZOHO Invoice integrated with ZOHO CRM, specifically with accounts
Invoice for our Employee
Is there a way for Zoho Invoice to be integrated to Zoho Project? We want our employees to invoice our company using the data in their timesheet. Is this possible? Thank you for the great system you guys are offering!
Invoice payment link not working & I sent an email 2 support over 24 hours ago.
My client wants to pay with his credit card, not Pay Pal. Thanks in advance!
How to handle Down Payments
I am having trouble trying to determine how to do down payments. I wasn't certain the best way to handle it. I had to create a line item for 50% down payment. Then in the closing box listed the items the project included. I prefer to create a list item for each item as well the related costs. Then have the option to send an invoice for 50% as down payment. Is there a way to do this? Or will i have to create 2 different invoices?
Payment Reminders customised to each Customer?
Hello Team Zoho, Thanks for the wonderful service and amazing product we are enjoying. Just came across a situation which I am sure many of businesses facing at times. Thought of sharing a useful feature regarding payment reminder set-up. As a fact, we always have different relations and terms with our respective clients/customers and at times we don't want certain customers to be reminded again and again for payments. Also, at times clients also inform us or reply to reminder email that payment
Export Products from CRM and into Invoice - doesn't work
Should I be able to use this functionality to export my product list from CRM and import it into Invoice? I tried it and I get the following error: Some of the required fields are not present in the file specified for import. In CRM I went to Products > Export Products and saved the file locally. Then in Invoice I went to Items > Import Items and grabbed the csv file. This resulted in the error above. It seems that you need to have the same required fields for both apps in order for this to work.
"Your payment session has expired..."
I've had a few customers report that they receive this error when trying to pay my invoices: Your payment session has expired. Please return to the participating website and try again. I've started checking the link in the generated e-mail before sending the invoice and today, I got it myself. I deleted the invoice and recreated it, but I still received the error. Then, I logged into my PayPal account and tried the link again and it worked. It's easy enough just to tell a customer to log into PayPal
Is there a way to set the size of the logo on invoices and estimates?
The instructions say the file should be 580px x 250px @ 300 DPI, but when I do this it takes up the entire top third of the page. I only want a SMALL 1.5" x 1.5" logo above my address.
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