Moving accounts
Hello i hope someone can help me. I have a [paid for Zoho Invoice account linked to my gmail email because that's how I started. Now I have moved part of my infrastructure to google apps and as zoho invoice is now available to the Google Apps marketspace I wanted to move everything across to Google apps... while maintaining my paid for plan of course. Been looking around, but cannot find anything that helps me. \can someone help me or point me in the right direction please ? Thanks A satisfied customer
Invoice 2.0 - Rounding Error on Customer Balances Report
Hi, There is a small rounding error bug on this report. The report shows all customer balances in the base currency, but for some customers who I bill in a foreign currency they are showing a balance of a few pence (positive or negative) although their actual foreign currency account balance is showing (on their individual customer page) as clear. I guess that this is rounding in the foreign to base currency calculation. I hope you can fix this! Regards, Mark
Question
Question. We have regular customers who purchase the same service, with the same adjusted pricing every month. The only thing that changes is the quantity. When creating a new monthly invoice for this customer, is there a way to have it auto-populate with the particular item and any price adjustments associated with the customer? Thanks!
Quote choices or alternatives
When I'm making quotes I often have the need to give my clients alternatives. For example: they can ask the price for 5000 or 10000 items, but when I add those items to the quote, both are calculated in the total price. I would like to have 2 different total prices: one with 5000 items and one with 10000 items so they can see the difference in price between the two options. Is that possible? Or is this an option that will be added in the future?
Which hostname, IP adresses to add to my domains SPF record?
A growing percentage of email servers reject hostname/IP not matching SPF records of a domain. Your system sends emails in the name of our email addresses domain. Which hostnames, IP addresses do we have to add to our SPF records?
Add additional payment reminders
Hello, Can you add more payment reminders. right now there are only 3...can you add the ability to keep on adding more reminders. Arthur
Can u create an invoice directly from a potential?
When i'm viewing a potential i cannot seem to create an invoice straight from within it. I have to create a sales order first then create the invoice from that. I'd rather not have to do this every time I want to raise an invoice. Can someone confirm that it is possible to create an invoice straight from a potential, if it is possible how do you do it? Regards David
Discount still showing in PDF even if I removed it from the option
In French, discount still showing in PDF even if I removed it from the option. I tried to create a new template from an existing one and still have the problem. Going to edit the raw html to fix this but just wanted to report it
I Cannot Delete A Customer With No Activity
Hello, I have 3 customers that I would like to delete. I have checked the customer details to confirm there are no contacts, invoices, estimates, expenses, email history nor payment history. Yet I cannot delete these customers. I still get an error message that the customer cannot be deleted. Belinda
Stacked Taxes on Expenses?
Hi, I live in Quebec, Canada and we have 2 taxes, your software seems to handle them well for invoices but what about expenses? I need to track expenses that have both taxes since theses taxes are refoundable here in Quebec. Thanks
import payment
How do I set up my CSV file in order to get it to import payments in to zoho invoices. If any one has a template would appreciate it. I have tried following the one they have their but that has not worked for me
Re-calculate Item Rates functionality not working correctly.
Reporting a bug or what seems to be incorrect functionality. Basically, when creating an estimate or invoice for a customer that has a different currency than your base currency the "Re-calculate Item Rates" link does not work correctly. It re-calculates the rates based upon the item's set value rather than it's shown value. For example, let's say you have an item ABC in your inventory that costs $5 USD. You create an estimate for a customer who uses AUD currency. You add item ABC to the estimate.
More than two sales tax charges
I can't select more than two sales tax charges on my invoice...i need to charge state, county, and city tax separately. How do i allow for the third sales tax column to be calculated? Kyle
Email Templates - Missing Images
ZoHo Invoice Support Team, I am having a problem with images in my email templates. The images are not showing up in the emails that get sent. Let me explain. I have HTML code in the Invoice Notification email template within the Email Settings area. The HTML code includes the use of the IMG tag to embed images into the HTML email. However, when the email gets sent, Zoho Invoice is removing the SRC portion of the IMG tag. As an example, let's say my Invoice Notification template consists of the
Urgent! Editing a Custom Invoice Template!
Hi, I have created a custom invoice template. When I tried to edit it I am getting a blank template area and am unable to do so. Please advice. Thanks, Abhishek
Zoho Invoice French Version
We use the services of other third party vendors to get our services translated. Post 2.0 release we have received lot of complaints from our French users, stating that the quality of translation is bad. We are working with another vendor to improve our French translation and soon we will be uploading the improved version. Until such time, as an interim measure all French version users will be redirected to the English version of the service. We are extremely sorry for the inconvenience caused.
Zoho INVoice logo not showing on PDF
Dear Team, I love Zoho Invoice. I uploaded my company logo for the invoice. However, when I send it our via email, and it attaches a PDF, no logo is included. I have attached my pdf invoice. I checked the templates and it shows %ScaledLogo% as included Please advise as to how I can resolve this issue.
Manage Bills and Expenses
Hello, Can I also Manage the received Bills and Expenses in ZOHO? Best regards, Pascal Ursinus
Help with Invoice
Can you tell me how to insert my contact information into an invoice?? I've tried everything and when I export to pdf I do not see it on there! Thanks. Anne Marie
Inserting an Image into a Custom Template
Hello, Is it possible to insert an image into a custom invoice template? I've tried using the standard img tags, and even inerting the html code via custom company tag. So far it works in the template preview, but whenever I export to pdf the image shows up broken. This is a really important feature to me, so I hope there is some way to make it work. Thank you!
Invoice Due Dates & Late Fee Customization
Hi Is there a way to make payments due on a certain day of the month (for example the 1st), then having the term period subtracted automatically? For example, I want a reoccuring profile due on the 1st of every month, and have the program automatically subtract 15 days (NET 15) from the previous month. I currently have it set to start on the 16th, but since months alternate from 30 to 31 days (not to mention 28 days for February) it makes the due dates inconsistent. Additionally, I was also wondering
Invoice 2.0 french version is confusing
Hi I am using french as a part of my staff understands only this langage. The french version is unusable , most of the translation is confusion and have no sens. This is financial and we cannot use approximative words to mean "outstanding" "Balance".... Regards Amine
Using PDF as Background for PDF-Export - to get better Image-results
Hi! Thanks for this great tool wich is getting better and better! My biggest issue at the moment is the poor quality of Images in the exported PDF. i have a big image in the background, because i have a graphic-intense invoice template. but at the export it gets crumbled so that the most of the text is not readable anymore ... and also the filesize is an issue. is it possible to use a vector-based layout for the template - now or in the near future? my old invoicing-program used pdf templates (so
Payment Options
Hi , Can I create more entries / drop some options in the payment mode ?
Sorting of invoices keeps changing
Hi there, I log into Zoho invoice around 2-3 times a week. Usually I sort my invoice list by "Date created". Every now and again when I log in, this sorting criteria has changed. It's not clear to what criteria it is changing and how/why, but I find it a little annoying not seeing the latest invoices at the top. Can you please look into this and make sure the sorting function is stored in a cookie or on the server? Thanks, Kai
Zoho Invoice Service Upgrade on 14th March 2010
We are planning an upgrade(to update the grid software in IDC) on March 14th between 04.00 A.M PDT and 07.00 A.M PDT . Your Zoho Invoice account will be not be accessible during this period. Thanks for your understanding Regards Prasanna Zoho Invoice Team Website :: Help :: Forums :: Blogs :: Twitter
different 'projects' for each client, and inclusion on email notification?
Hi, The way my business works is that I have a set of clients, and for each client a series of projects (running concurrently), and for each project a series of invoices, each invoice with various different 'items' on them (the item is a service I provide, and can be the same service for different jobs). There is no way to include the 'project' name within zoho invoice, and so far I've been putting the name of the project in the 'description' field of each item, to make it clear to the client which
Import to Invoice from Zoho Sheet - Date incompatibility
Despite claims to the contrary, it does not appear possible to import invoice data from ANY spreadsheet (via csv) to Zoho invoice owing to the incompatibility of date formats. Spreadsheets insist on exporting date format as "mm/dd/yyyy" (Excel) whereas zoho invoice insists on the mysql format yyyy-mm-dd. This drove me nuts until I worked out the logic. Solution? Use sed, the Unix stream editor. If you have a Mac, you already have it. For Windows? Can be obtained by installing the Cygwin project
how to view net amounts
Zoho Invoice is great, but on things bugs me. The displayed amount includes VAT. Why not? But i need to be albe to see net amounts of invoices and sums of net amounts. Is there a way to achieve this? cheers, Jirka PORTALS UK Ltd.
Assign customers to a sales rep
Hi, Is there any way to assign a customer in Invoice to individual Sales Reps? I know you can do it in CRM, but more importantly I need to do it in Invoice so I can pay my people accurately. Thank you!
Zoho API
Can Invoice work with the Contacts or Calendar or Tasks or any other Zoho API? I need to make a decision on integrating my business - I NEED help keeping my 3 user business working. I need: I want ONE table of clients & accounts. I need an invoicing module to link to the clients. I need the clients / accounts to link to the emails (so I have a record of conversations) I need file storage, and tasks management I need files attached to clients I need tasks attached to clients or calendar I need
How do I create a 'footer' type line in invoices
Hi I wish to have my legal requirements on the borrom of the invoice, such as company registration number, bank account number etc... At the moment it floats, is there a way to always keep it on the bottom of the page? r/Roderick
UK date format on web pages
Any chance we can have an option for displaying dates in UK format? Thanks
Headline invoice
Hi all, Hi, we have a problem with the headline of your invoice. In the section "edit credit card data" I have no the possibility to tape the name of my company so the final invoice we receive every month from ZOHO has on the top this data : email adress- adress of the company - city. A correct invoice (in Italy) must have : name of the company - adress - city. Otherwise is unvalid for our accounting system. How we could resolve this? thanks
How do I add more users to my invoice account?
Hi I see that we can now have 3 users for a standard invoice account but how do we add extra users? I have managed to invite a staff member but cant add them to the drop down 'email from' . To elaborate when sending a invoice or estimate I want staff to be able to choose themselves as the sender of the email from the 'from' email address. Cheers Phil
recurring invoice
Hi all, I found strange that I don't have the option to create a recurring invoice in the new invoice window, just under PO Number or after Late fee. It's a little confusing to click to recurring invoice tab to have it.
Invoice 2.0 - Users - New class of user for professional advisers?
Hello, The new "Users" functionality is very good, but I'd like to be able to add a user with a lower level of rights than "staff" or "admin". I would like to be able to have an "adviser" user, who can view the invoices and payments raised on the account but who cannot add or change anything. This is so that my accountant can check the status of my invoices. I hope that you will be able to add this functionality in the future. Best regards, Mark
send email from personal address
Is it possible to send mails from a users address?
automatically populate amount in the paypal make payments link
I'm using paypal to be paid online. I added the "make payment" link to the invoice but I noticed that when opening the paypal link to pay the invoice the amount doesn't automatically show up on the paypal payment page. I'm left with a blank field where I have to enter myself the amount to pay. I'm confident this is just my mistake, what am I doing wrong? I would like to have simple link leading to a paypal page with the amount already set to the invoice amount. thanks Bruno
Import data from CRM
Which data are imported in Invoice from CRM with the command Import from Zoho CRM? Can I import in Invoice additional fields like VAt number or others fields? If I add some fields in Invoice, next time I import from CRM, all my data disappear from all customers records.
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