Error 17 when trying to add a new customer
I am getting an error 17 when trying to add a new customer. Please fix My email for my account is sales@primefloridaland.com
Zoho Invoice Service Upgrade on 9th February 2010
We are planning an upgrade on February 9th between 08:30 P.M PST and 08:45 P.M PST. Your Zoho Invoice account will be not be accessible during this period. Regards Prasanna Zoho Invoice Team Website :: Help :: Forums :: Blogs :: Twitter
What happened to Important Accounts from Zoho CRM?
I'm trying to find in your latest Invoice 2.0 release the feature that was previously on our account to import Accounts from Zoho CRM? Please provide directions on how to find this....it was there 2 weeks ago. David Corcoran Batipi / Zoho Partner http://www.batipi.com
recurring items on invoice
Would love to see the function "recurring items" instead of "recurring invoice"
Company stamp in inovice
Some of my customer require to have a company chop stamp in the invoice. Please think about if it allow me to add water mark for company stamp.
Expense module - can we add more fileds
Is it possible to add a few more fields in the expense module. At present it only has basic entries and would be nice to be able to capture other info... eg who made the expense, name of the company the service or product brought from, have a field for sub-category so that you can futher differentiate the type of expense eg Travel, subcat can be - car hire, flight, taxi, etc.... this then allows user to generate more meaningful reports at the end of the reporting month.... How can I do this ? Or
import payments
import payments will not work for me. I just keep getting a screen that says unable to import payment. I have tried setting up my file in many different ways and no matter what i do it will not work
API
Hello Did you plan to open Zoho invoice with API like creator or crm ? Thanks for your answer
forwarding an invoice to another person
Hello, When an invoice is created, it can be sent to the customer and CC'ed to myself. Is there a possibility to have it CC'ed to somebody else as well (to my accountant)? Przemyslaw
pay by check
Zoho Invoice Idea: Some of our customers still prefer to send checks. Please facilitate a system for these customers to pay by check (electronically), and/or merchants to process checks electronically via account/routing numbers or scanning. (anything to avoid going to the bank LOL) Thanks, Brian http://www.redpelicanmusic.com
Can an Invoice become a html page which allows visitors to make a fixed payment?
I now offer 4 training events: $50, $75, $100 and 125. Can I create a landing page or html page that allows my clients to make a direct payment on a form and select which of the 4 types they would like purchase. I have an Authorize.net account. I don't need to invoice. George YourBizzWizz
Google Checkout Not Updating Status
Hi, I have been using Zoho Invoice integrated with PayPal and Google Checkout for a while now and have noticed that while the payments we receive via PayPal automatically update the invoice status as "paid" (the green checkmark), the payments we receive via google checkout always have to be manually updated to be "paid." Did I miss something in the setup, or is this a bug? - Thanks, Brian http://www.redpelicanmusic.com
Invoice 2.0 - Customer additional field in wrong place on invoice
There is a small bug in the invoice display for Invoice 2.0. There are 3 "additional fields" that can be specified for each customer. In the current version 1.0 of Invoice the 3rd field displays after the customer address, and I have set up my customers to use this field to show the Tax details, which should not be part of the address. However, when I print the invoice in v2.0 the 2rd field displays as part of the address (after the client name) and not at the end as it did before. I hope that
Invoice 2.0 - Bug in showing customer "Outstanding" amount
Hi there is a bug here in v2.0. If you click on the "Customers" tab you get a list of the customers and the outstanding amounts due show correctly. However... type something (part of a customer name say) in the "Search Customers" box and hit return, and the outstanding amounts shown on in the list on the resulting page is wrong, even showing outstanding amounts for customers who are fully paid and owe nothing. Reverting back to the full customers list again shows the correct amounts. Regards,
Template Design & Invoice 2.0
Hi I really like your service - thanks a lot. i searched now for a long time for a good invoicing tool and always there is something missing. what i really miss in your service is a good way to customise templates. i am a graphics-designer and film director and would like to have a bit more graphic invoice. is there another way to cutomise the templates? like with pdf-templates or html & css? and second i would like to ask if invoice 2.0 is allready launched or if there is a beta-program. because
How to allow staff to use zoho invoice
I have signed up to Zoho invoice with my email, and it seems really great. Now I want to add my staff members as users, so that they can begin to create invoices using the system. However, I can't find this option anywhere. Can anyone help out? Cheers, Dom
multiple users
Hi, I am just wondering what is happening with the multiple user feature? I see that it was first mentioned in these forums at the beginning of the year (2009) and yet it is still not available.
Multiple Users
Hi Just wondering if there was a way that multiple users can access the single repository of invoices. My business partner is currently using my zoho account to login and create invoices. Cheers Wai
How to edit Amount on invoice for custom payment
I need to invoice a customer for some bespoke work, that isn't one of the regular Items. How do I do that?
Custom Reports in Zoho Invoice?
Is there a way to generate custom reports on Zoho Invoice? Because I use a cash accounting system, the current reports do not display all the information in the way that I need it. Currently, the sales report shows sales based on Invoice date, but I only want to record a sale once the payment is received. Also, I separate my income by categories (coaching sales, apparrel sales). Is there a way to create a sales report that will separate into categories, not just by item ? With sales by item, I
I need a Statement rather than an Invoive
Hello, I would like to create a statement that would show the customers amount due (on a loan) then bill them monthly for the payment due and of course subtract that and have a new balance each month. These customers purchased a product through a personal loan and I need a way to bill them for the loan, how can I create a custom statement? Can you suggest a designer who I can hire to create a custom form for me? Thanks, Wendy
what is invoice 2.0?
what is invoice 2.0?
Suggestions for imports csv files
I recently imported a list of customers, which was great. But the standard import CSV did not have fields for first name, last name and email...all data that I had in the original spreadsheet. i would have only had to cut & paste once. Since I could not do that it took additional time to edit every customer to add email to it's proper field. Maybe I missed something, but it would be nice to have those fields available for importing.
Are payment reports avaiable?
Is there anyway to see a list of payments besides opening each invoice? Thanks.
Payment Reminders not work
I configured 3 automatic payment reminders (Reminder #1, # and #3), 0, 15 and 30 days after due date. Notify = Customer and CC Me, but I have not seen any email from. I would have to configure any other options? Why my emails not delivery? Thanks
Currency Settings
How can I change the currency settings to: 1'111'222.55? And is it possible to round the amount of a bill on 0.05? thanks
Batch Import of multiple "customer name" via csv file
Hello Zoho, I have a question in regards to importing multiple invoices from multiple companies. When importing from one single csv file it only imports one company and cannot import more than one company. Currently we "batch out" invoices on a weekly basis and we need to send out 200+ invoices with one import file versus 200 separate times on a weekly basis. This is our last hurdle and if this works then Zoho Invoicing is #1!!! Thanks in advance for your help, Bob
problems importing products from zoho crm to zoho invoice
everytime I tried to upload products from zoho crm to zoho invoice , i receive the same error message: "Faltan algunos de los campos obligatorios en el archivo especificado para la importación" it means that there are required fields missing for the import process.
invalid date format in invoices
Hi; I create an invoice template, but the invoice date always appear in english and it will be important that it appears in spanish. Is there any solution? Best Regards Carlos Castro
How I delete All transactions
Hello.. Trying to change my base currency (to add articles in other currency) appears this message: "You have specified USD- US Dollar as your base currency. Base currency cannot be changed once transactions are posted, to change it you will have to delete all the transactions". I have only added an article. I need to delete it to change my currency? Thanks!
PDF-files of estimates and Invices doesn't work with cyrillic. But (+)
But they work with cyrillic in forms - I can set forms in Russian and everything is ok, even email's. But attachments are not. Could you fix it? Best regards, Vitaly
How to apply a % Discount?
Hello! I'm a new user, and 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 calculate the buys times the retail rate, get a sub-total, then subtract local taxes and foreign withholding tax, then I am left with the Total amount due. I have looked at the tax function, and it only seems to add tax to the sub-total. Our taxes are actually subtracted from the total rather than added (weird, right?). How can I apply a "discount"
Invoice 2.0 Suggestion: Access to full list of customer's invoices via Customer page
Hi, The new Customer page in v2.0 is great, but it would be better if there was a link or a tab to access the full list of invoices for that client, not just the summary of open, overdue and closed invoices. As of now, I can see that a client has 3 overdue invoices BUT I then have no way of simply getting to a list of those invoices with a single click. Thanks and regards, Mark
Invoice 2.0: Clone invoice should clone with *today's* date
Hi, The new "clone invoice" feature is great, but I note that if I clone a past invoice then this is cloned with the date of the original invoice, not today's date. I used the clone feature and accidentally send out an invoice with a date of 6 months ago. I can't see any reason why a new cloned invoice would ever need to be sent with the old date of the original invoice, and I think that the functionality should work so that the clone gets today's date, exactly the same as would happen with a completely
Invoice Suggestion: Allow user to change order of customer contacts
Hi, This is an issue in both v1.0 and v2.0. When you add contacts to a client there is no control over the order in which the contacts are listed. Adding a new contact seems to result in the contact being added at a random point in the list and the user has no control over that. Sometimes adding someone who only needs a copy of the invoice results in them becoming the first person on the list and their name incorrectly appears in all email communications, rather than the intended person. I hope
Estimate Info Display
Is it possible to specify the columns to be displayed in the estimate? It would be helpful to have the amount of items and their unit costs displayed, when creating an invoice. Please advise, Youna
Overdue Notification vs Payment Reminder
Under Email Settings I am in 'Overdue Notification'. All you can set here is the the subject, message and if I want CC. Save & Next then brings me to 'Payment Reminders'. I can set all the above plus 'When'. I choose 30, 60 and 90 days. I want to avoid my customers getting 2 emails at the same time (Overdue Notification and Payment Reminder). When and how often does the Overdue Nofication go out versus Reminders? If it's going to pile up 2 emails on my customer, can I turn Overdue Notification off?
Minimum values for items
It would be useful to be able to set minimum currency values for items in invoices and estimates. We do some work with three items that have INTERNAL prices of 0.15, 0.20 and 0.25 euros each. The value we charge the the client depends on an analysis of the work which gives us a driver X. Sometimes the product of X * one of the rates above falls below 45 euros which is the minium line item. at present, we have to catch these cases in excel and correct the invoice in the form of 1 x 45. Another feature
V 2.0 Invoice editing problem - Long item descriptions don't work well in FIREFOX
I frequently create invoices where the item descriptions are long and need to occupy multiple lines. This worked fine in V 1.0 as the item description edit box was large and you could see multiple lines of text at once. BUT in V 2.0 the item edit box control has been changed and although this works OK in IE, it doesn't work properly in Firefox. Although the control does support multiple lines, with Firefox only one borderless line can be seen at once and it is not possible easily to move up and
Filters not working in Items
I've got 53 Items, but the filters, like Per Page, Page 2, or sorting by description are working. Ideas? I'm using XP and Firefox.
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