Converting an Estimate to an Invoice
I assumed and thought that once I converted an estimate to an Invoice the estimate would be gone but I just noticed that after converting an estimate to an invoice the estimate is still there. So now I have and estimate and an invoice of the same thing.
How to see the VAT number of your company and your customer?
How can I put standard the VAT number in my invoice to the customer?
Linking Zoho Project and Zoho Invoice
I am trying Zoho Project and Zoho Invoice to track projects and invoice them. On my main account I can create an invoice from Zoho Project in the Timesheet tab, I can also select "New Invoice for Zoho Project". For other users on my account I have invited the user to Zoho Invoice and they can log in an view invoices. When they try to do "New Invoice for Zoho Project" i get "You do not have any projects in Zoho Projects. Please contact support@zohoprojects.com for assistance". They also do not see
estimate - item customisation
Hi, I have a bit of a show stopper with items. With my current system I can add an item and put the retail AND cost price. I can then see the profit on all of my estimates. Can I do this? I cannot see a way to with standard settings. regards
I'm having trouble Integrating email invoices with Paypal
Hi I hope you can help, I have setup and connected my Paypal account to Zoho. Then added it as a payment option with the invoice. I have then sent this email invoice to myself to test it out and when clicking the payment link to go to paypal it says that this "Invoice does not exist" Really do not understand where I am going wrong and I hope you can help as you come highly recommended! Mat
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!
Closing part-paid invoices/ dealing with intermediary commissions
Is there a way to close partly paid invoices? I have an invoice open that I consider paid but I only received around 97% of the value and don't want to book the whole amount as received (=income). This actually happens quite a lot- you invoice a client and they make a bank transfer but an intermediary bank takes a commission before it hits your bank and you receive less than the amount billed. It would be useful to be able to close such invoices as they are paid but not in full.
Need some help with Zoho Invoices
I need to figure how to do the following in Invoices: OUr customers provide us with the number of buys per month by product, then I calc the buys x retail rate, get a sub-total, then subtract a local taxes, then foreign withholding tax, then am left withthe Total amount due. I have looked at the tax function, and it only seems to add tax to the sub-total. How can I apply a "discount" and then change the description from "Discount" to "Local Tax" and "Foreign Withholding Taxes"?
Service Tax and TDS
I am in the Service Industry and i have a problem using ZOHO invoice. I need to be able to Add a service Tax of 10.3% and on the whole amount i need to deduct TDS (Tax Deduction at Source). I want to understand how i can accomplish this. Thanks Naveen
Encode for Japanese character
I've try to create invoice & quotation with Japanese character. When export PDF of those docs, Japanese character will be changed to Chinese character. Should I set some encode to create Japanese docs? I attached sample HTML code for invoice, would you check it? Best regards
roadmap
The CRM team recently posted a road-map of features coming in the near future. Could you please post something similar for Zoho Invoice. This would be very helpful. For instance, I'd prefer to not spend time on workarounds or trying other programs if a feature I need is about to be released. - Thanks, Brian http://www.redpelicanmusic.com
Converting estimates to Invoices
I assumed and thought that once I converted an estimate to an Invoice the estimate would be gone but I just noticed that after converting an estimate to an invoice the estimate is still there. So now I have and estimate and an invoice of the same thing.
Combine Zoho CRM and Zoho Invoice
It would be much more efficient if Zoho invoice and CRM were just combined. You could have invoice as a paid add-on, or optionally as a stand-alone, like it is now.
Suggestion: Allow separate "tax date" and "invoice date" on invoices
Hi, I'd like to suggest that Zoho Invoice maintains two dates for each invoice, a tax date and the invoice issue date. This would be very helpful in maintaining correct accounts in my view. For example, I want to issue an invoice with today's date but which is for an amount that falls into my 2010/2011 tax-year. In that case the invoice date cab be today's date, but I can set the tax date to 31 March 2011. This will then allow the invoice to be accounted in the 2010/11 sales and tax totals, but
2 questions regarding zoho invoice
Hello, first off, let me say how much I enjoy using ZoHo Invoice. It's awesome, easy to use and professional looking. However I have found that there are a couple of things I cannot do. perhaps I am missing something? 1) how do you change the order of line items in an invoice so they are more logically laid out after making an error. 2) what do you do with old estimates? It would be good to mark then as accepted or rejected without having to delete them. any idea when version 2.0 will be out? Thanks,
Estimates details
Hi, in the estimates list we can see only few fields so if someone (me!) has only one or two customers every estimates seems similar. Could you add "reference nr." field? Thank you!
More than 2 taxes available
Hello, i have to use more than 2 taxes in my invoice. I set up 3 different taxes in my user setup but i can select just 2 at the same time. Another question: In the preview i see the description fields in Italian language, but the PDF export contains all fields are in English language. Many thanks, Marco Parisi
Adding a "text line" to an invoice
Hi There, Firstly - thanks for what seems to be an amazing product!! I'm just trying it out & I've one quick query. Is it possible to add a "memo" or "text" line to ain invoice? For example, I might invoice 2 hours of labour to a client. I'd also like to be able to describe this labour, e.g. what it was done in the 2 hours, on the invoice. I'm sure it's pretty simple, but I haven't seen it yet!! Regards, Enda.
New features, issue fixes and some nice little improvements
Hi We did a few updates over the last few days; now the service is up and running with more features and some nice little improvements. Here is a quick summary of what we have done as part of these updates� Zoho CRM Integration * Life made easier!!! From now on you *need not* re-enter all your customer information in Zoho Invoice. * You can import your customer information from Zoho CRM in two easy steps � 1. Go to the �Settings� page, click on the �Import� link under the �Import/Export� section.
Print "Label field" in my own template
Hi, How could I print the field "Label" and its value in my invoice template?. What exactly the term that I have to write between %% to print that field? Thanks.
Adding additional items to an invoice.
I am a healthcare staffing company and want to create some additional fields in the invoicing such as "name of healthcare clinician", "date of service", and "time of service." Is this possible? Thanks.
Additional Fields
Beside Invoice #, P.O. #, Invoice Date, Due Date, Terms and Late Fee I need some other additional fields for my invoice and wonder how do I go about doing that. For example: - Sales Person - Job Type - ID Number
Custom Fields - Wrong place on invoice
Hello, Many thanks for introducing the new "custom fields" option for customers. This is very useful, BUT I think that in implementing it you have set the custom fields to appear in the wrong place on the invoice. When adding a VAT ID, company number, etc. I cannot see any reason why this should appear as part of the company name and address, as you have implemented it. Surely these fields should appear below the address: AAA Company Limited 21 Main Street Anytown UK VAT ID: GB 123 456 78 *Not*:
Expenses: API and using expenses fields on an invoice template
Hello ZoHo, Congrats on the new-look Invoice 2.0! I have been using it and find it is much easier to handle than the old interface. I have a couple of questions on the new Expenses module. First, is it possible to populate expenses fields using the API -- i.e. can I import expense data from elsewhere (also via file upload)? Second (related question): how can I use ALL the expense fields on my invoices? I would love to be able to use the Date and Reference fields on my invoices. (In fact, if I could
Is there a way to customize fields?
For example, change "Balance Due" on an invoice to "Remaining Balance". Also, can you removed the "Due Date" and PO fields?
Custom Placeholders / Fields
Hi, I have 1 guy who gets the customers for me. I bill him and he bills the customer. Now, I've setup the Customers by domain. I want to be able to get a customer field called Website: and use that in my subject so he can see which account it'sfor. I also want to use it inside the email templates. E.g. Hi Brian, This invoice number : XXXXXX is generated for account: www.Xbox.com Jerome e.g Subject: customer Invoice XXXX: Account: www.xbox.com I hope you understand what I mean.
Can I create online billing application for different clients using soho?
Can I create online billing application for different users using soho? Let me know please.. I really wanted to try this.
What is typical time required to send invoice via zPost?.
The first response did not answer my question. I understand how long it takes the USPS to deliver mail. What I want to know is how long it takes on your side to send the envelope once I have submitted a zPost invoice. The report shows "queued" a day after I submitted the invoice. Is it printed? Has it been mailed? When does it actually get mailed via USPS?
How to apply three taxes at same time on same invoice
Hallo: in Italy we have another kind of tax called "rivalsa" it is applyed to the professionists. an example service to be invoiced $ 100.00 rivalsa 4% $ 4.00 VAT 20% $ 20.80 Ritenuta d'acconto -20% $ -20.80 total $ 104.00 How can I do that? Thank's in advance Massimiliano Scaletti
how can I add more than Two Tax on any item
Hi can anyone help me with adding more than two tax on any item. Thanks.
More than two sales tax
Hi, I've read in a support request dated last year, about the limit of only two sales tax. Is it possible now to add more than two tax? I'm evaluating the service now and I need this feature for my invoice type. Thanks a lot.
I must include 3 fixed tax on subtotal, can you help me?
Hello everyone, I have a problem, I have to insert 3 fixed fees on my bills, for example: SubTotal: € 1600.00 (this is the total of my articles) Then in the final part of the bill I must add that my taxes are fixed: SubTotal € 1,600.00 ---------------------------------- PASSING INPS +4% € 64.00 TAX € 1,664.00 +20% VAT € 332.80 Invoice Total € 1,996.80 Withholding 20% € 332.80 ----------------------------------- Total € 1,664.00 and therefore the total that my client has to pay: Total: 1664.00 I have
What is typical time required to send invoice via zPost?
We are using zPost to send hard copy invoices. How long does it take for the mail to be sent? I sent yesterday and today it still indicates queued??
Zoho Invoice now includes Tax Groups
With the introduction of tax groups Zoho Invoice now lets you associate more than one tax to each of your line items. When you'd like to include more than one tax to each of your line items, you can club those taxes into a tax group and apply the tax group to the line items instead. Here's a link to our blog post that talks in detail about this interesting addition: https://blogs.zoho.com/general/just-in-tax-groups-in-zoho-invoice-zoho-books
Value of un-invoiced hours
Is there a way to view the value of logged time which has not yet been invoiced? I bill some clients when a certain value threshold is reached rather than on a periodic basis. Thx in advance Ash
Customizing Zoho Invoice
I am trying to customize Zoho Estimates and Invoices. What I want to add is a Total Savings off of MSRP at the bottom of both. Is their a formula that I can use for that?
Customer Information
Did ya'll recently make a change? I can't update customer information and it automatically get changed on invoices for that customer. For instance, if a customer has outstanding invoices and they change their billing or shipping info. when I edit their customer information, the system used to automatically change the info on the invoices as well. It doesn't do that anymore. This is an inconvenience b/c now I have to go in and manually change the info on each invoice for that customer. Please
How do I record cash payments from a customer?
My customer overpays all the time so there is always a big cash balance, credit balance due to the customer. How do I record these payments? Right now I am using "credit notes" but the credit notes were recorded as "sales" , which is not correct.
I want to limit User rights --> Should not be able to delete, export, etc
For safety reasons I want to limit the User rights. 1. Once invoice is created User should not be able to delete it. 2. User should not be able to copy, send, email, export database Are you planning to include these safety features? If not invoicing with Zoho Invoice is pretty unsafe. Thanks, G.
How to change Organization Name?
How can I change the name of my organization or Delete the organization and start over again?
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