A way to seperate billed hours from non-billed hours
Perhaps there is a way to do this already.. I often bill hours here and there, sometimes a side project will have a few hours here and there that I only bill at the end of a month or quarter. I need to be able to separate invoiced hours from non-invoiced hours when I create invoice or at least on the timesheet report. I suppose I could make a note on a task when I've billed for it.. but thats not very elegant.. and I know I'll forget. Any suggestions?
Translation Errors German
Wrong: drücken Right: drucken Wrong: Aufschlämmen Right: Aussetzen
Credit Card Details
In the place where I can check my Subscription, under Billing Details the first item is Billing Mode. In that line is a link to "Change Credit Card Details". When I click on it, of course that's all I can do. It would be helpful if I could check what credit card I have with you. All you need to display is "X"'s for all the digits but show the last four, and expiry date. Nothing else. This would also help in case some fraudulent people send me spam mail to upgrade my credit card details with Zoho.
confused on credit notes
Previously, when a customer sent me a deposit, I was able to credit their account and the amount showed in my daily receipts. But the new credit notes just seems to be a note about available credit, but doesn't add it to receipts. Now, I've been creating invoices for just the deposit and applying the payment so it will reflect in my receipts, then I created a credit note - is that correct or am I missing something?
Help! invoicing all over the place
For some reason this weekend and invoice has been sent three times, all with different invoice numbers and on different days. A recurring invoice for once every four weeks was in the system but it sent out three invoices. Is this something to do with the change of Daylight savings time in the UK?
European VAT requirements for invoicing
For B2B transactions in European Union it is mandatory to include sub total, VAT, Total on invoices even if VAT is zero. Zoho does not display VAT/Sales tax if it is zero. Does anyone have a workaround to force the Zero VAT to appear on the invoice ?
favicon keeps changing! very annoying!
Hello, it appears that the favicon for Zoho Invoice keeps changing. I've seen 3 different favicons in my browser over the past few weeks. It's really quite annoying, as I'm looking for Zoho, thinking I can't find it, until I realize that the favicon has changed again. Please choose one, and stick with it! Otherwise, there's not point in using a favicon at all. Thank you
Invoice 2.0 Adding Users isn't there!
I can view all Users (only me) that are allowed on ZOHO Invoice 2.0, and see how to set up the Users email invite.... But, how do you actually add a User and set their permissions?
defining users and user access
Is is possible to define multiple users and grant access to zoho invoice depending on the user: ex. user1: can create customers & invoices user2: can only view customers & invoices and post payments, but cannot edit or delete any customers, invoices or payments.
contact is my customer
Hello, My contacts are my customers, not firms. Is there a possibility to switch between "contact" and "firm" in Invoice, so when I choose a contact, it goes directly with his private address, in the right place, instead of making a new one. Thanks' Philippe
Billing services by the hour
How can I create an invoice that includes repeated jobs at a given hourly rate, but that vary by time spent per date. I would like to send the client a monthly invoice that may cover 6-10 days of service (varying amounts of time) per month. Thanks in advance for suggestions.
Invoice
Hi, When I add my logo to the invoice template it just adds the file address and not the jpeg..Any suggestions how to add the correct file? thanks
Items per page disappear
Dear Support, i've select to view 200 items per page in zoho invoice. I've less than 200 invoices and the items per page control disappear. (Im not able to select less item per page). Can you help me? Thanks!
Paypal link, but no logo
When customers receive an invoice notification, they click on the "online payment" link. This takes them to the "Secure Payment Option" page. This is really nice - an improvement. However, there appears to be no PayPal logo (just a link). (However, there is a Google Checkout logo and a link). Also, on this "Secure Payment Option" page, please consider including the item and description fields. Customers would prefer to not have to open an attached PDF to see what they are paying for.
Zoho Invoice added to all emails
I just signed up to Zoho Invoice, but now I find that all my emails that I view via Google Apps seem to get a new section added at the end from Zoho Invoice with the option to "View this Customer's detail" and 3 buttons for further actions. How can I get rid of this?
Item and description fields missing in "Secure Payment Option" page
On the "secure payment option" page, please add the "Item" and "Description" fields. The customer needs to be able to painlessly see what they are paying for, without opening the attached PDF invoice. ( If you need more room, just convert the date fields to numeric entries, or consider getting rid of the "P.O.#" field)
Salutation is not fetched when importing from Zoho CRM
Whenever we import account/contacts from Zoho CRM using the "one click" feature, the Salutation seems to be missing everytime. Please include the Salutation as part of the import procedure.
compatibility
is zoho compatible with quickbooks? can I export a zoho invoice into qb?
Zoho Invoice Online Payments changes
I do not like the new online payments page my customers are now directed to. I want my customers to be directed immediately to the payment page by clicking the link on the invoice mail notification just like before. With the new changes, Zoho has added an additional "click" necessary to access the payment page (in my case PayPal) after clicking the link on the email and unfortunately some people do not understand the have to now click on the PayPal link at the bottom of the page. A completely unnecessary change
allow user to add signature to invoice
such as uploading an image of a signature - which some clients request
ACH (e-check)
Many services (ie. AcceptPay) have very low fees for ACH acceptance. PayPal is not competitive in this regard (and doesn't make it an intuitive process either). I checked Authorize a while back and seem to remember that their ACH fees were expensive as well. Are there plans to integrate Zoho Invoice with a processor that offers cheap and intuitive ACH payments? If so, when?
Non-US credit cards
Occasionally we have an international customer who uses a regional credit card ie. Bancomer. PayPal does not support these kind of cards. Please consider additionally integrating with a company that can handle these kind of payments.
client login status
I just started the trial version of zoho invoice, and I created an invoice that I sent by email. Will Zoho show me when the client has viewed the estimate? I have opened the estimate (that I sent myself), however zoho invoice only shows the status as "sent".
Searching invoices...
I'm just trying out your invoice service and created some sample templates. I frequently have the need to search previous invoices to find previous jobs I have completed for my customers. I noticed when I use the "Search" field on the Invoices menu that it does not search any of the "Item" fields. Would you be able to implement such a feature? This would provide a more robust search experience for your customers, including me! Thanks! EDIT: I posted this in the wrong sub-forum the first time.
Invoice - problem with PDF attachment
Guys - have you seen this? I have been using 'Invoice' to email my invoice PDF directly from within zoho to an agency who then bulk process all their incoming email attachments (many hundreds). But, according to them, just my PDF causes a problem as it automatically prompts "do you want to print this?" when it's opened - which halts their entire batch processing. I can't replicate the problem as the locally exported PDF opens ok on my PC. If I use zoho to send an email with the PDF to my email
How do I get my data out of Zoho Invoice?
Where's the export button? Thanks
Vendor info and pricing?
Where can I put vendor information and pricing for the items I enter in?
Printing goes to 2 pages....
Hi There, When I go to print ANY invoice, the Terms go onto a second page. (i.e. I get everything on page 1 & the terms & conditions go to page 2). Any help greatly appreciated, Regards, Enda.
using different currencies within one invoice?
Hi, Is it possible to charge a client for items in different currencies? F.e. my services are often charged in Euros, but I incur expenses in $ or CAD $. Is there any way to list these items in their original currencies, with an option to convert into Euros or another solution to show my client how my expenses and fees break down? Thanks in advance.
Outstanding figure bug
Hi The outstanding amount shown in the list of customers (or when you edit a customer) is different from the one shown in the search list for that customer. The second amount is exactely the first one multiplied by the number of contacts you filled for that customer. That's a funny way to double the business! regards amine
warehouse management
Zoho with when running the stock?
Invoice numbers us COMMA instead of DECIMAL
Why does ZOHO Invoicing use comma seperators instead of decimals in number amounts? Example: 125,00 instead of 125.00 Is there somewhere to change this? Thanks, Gavin
New to Zoho Invoice...how to import customer data from Thunderbird Address Book
Hi Does anyone know how to import customer data from Thunderbird address book to create new customers in Zoho invoice? Cheers, petei
Error 1002
I'm trying to insert a customer but when I send the XML is always giving the following error. <Response status="0"> <Code>1002</Code> <Message>ID Inválida foi passada</Message> </Response> I had already done this test before and was not giving this error, can anyone help? Sample Code <?php $xml = '<?xml version="1.0" encoding="iso-8859-1"?> <Customer> <Name>Sample Customer</Name> <PaymentsDue>0</PaymentsDue> <CurrencyCode>CNY</CurrencyCode> <BillingAddress>B-1104, 11F, Horizon
Restrictions for Staff users
Hi, can the "Staff" users delete Customers, Estimates and Invoices? If yes, is there a way to restrict them doing that? Thanks in advance Yanick
Anyway to add an "Info" or "Notes" field in the Customer Details?
I really need a misc. text box for individual customers to add things like "Customer XYZ receives $500 discount on POS terminals." Is this at all currently possible, or a planned update? Thanks.
Automatic reminder from zoho creator and timings
I do not understand how automatic reminders work in zoho invoice? When you select 0 days before due date, when is the reminder sent? Is it send as soon as the invoice becomes active? If not, when? Also when specifically is the invoice sent? Is it send at the same time on the proper day that the invoice was originally created? I have been trying to test this but have yet to get an invoice reminder to send. What setting should i use to have an invoice sent to the client as soon as the invoice is
main Invoices window - show actual due date
Hi. I'd like to request that in the main "Invoices" window (where you can see a summary of all of your invoices) that you see the actual due dates instead of number of days until due. So instead of saying "Balance $100 due in 61 days", it would say "Balance $100 due on 11/21/10". I'm often on the phone with a client and they'll want to know when a payment is due and I have to open up the invoice to check that. Would be nice to see all due dates at a glance. You could keep number of days there too,
Couple of ideas that would be useful
Hi guys, I have a couple of small requests. 1. When you go to estimates or invoices and click on items you can select items by checking a box and then choose create invoice. This is a really fast way to produce invoices where there are many items. However it would be fantastic if you could do the same with estimates. 2. Could you add the phone capture field to the add new customer form for quick adds when creating an estimate. Thanks Phil
Tax rates not appearing on invoice pdf
Hi! I cannot see the tax rates on invoces when I generate PDFs. Why? Default templates should have taxes. I tried to edit column manually and add it but I don't know how to add a column to the table in a template editor.
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