Change Base Currency
I want to change the base currency in Zoho Invoice. The HELP section says that it can be done as long as all transactions are deleted first. I have deleted all the transactions but I can't see how to change the currency. Hope someone can help. Thanks Matthew
Remover Powered by Zoho
Hello, Im a paying customer with yearly recurring subscription, its been around 3 years. But for the first time now, Im seeing powere by Zoho at the bottom of my invoices. Please advise me on how to remove this statement as I cant have other comanies mentioned on my invoice. Thats not what im paying for. Regards Austin Joy
Tax Rate and Tax Amount
Hi, I only want the tax rate to appear in the item table. However, if i select the tax rate without the tax amount, it does not appear. I have to select both for the tax rate to appear. Note: I want the total amount to include tax. Thanks. Below is
how to change "thank you for your business" text in invoice before sending out to customer
Where can in the Zoho Invoice template setting and change "Thank you for your business" text to my preferred statement in invoice before sending out to customer?
Automatically apply credit note to the next recurring invoice
Dear Zoho, I seem to remember there was a setting that allowed me to choose to automatically apply open credit notes for a client to his/her next recurring invoice but i can't seem to find this option any more. Is this feature still available or do i have to apply the credit notes manually? I'm informing about this as i reward clients who refer a new client with a credit note that would be applied to their next hosting invoice (which are recurring invoices). Greetings, Manuel
Client Pays 1/2 upfront and 1/2 when work completed
I charge clients 1/2 upfront and 1/2 when the work is completed. What is the best way to do this with Zoho Invoice so that I can see the total amount for the work, what has been billed, what has been paid, what is left to be billed and paid.
Can't create new invoices "invoice already exists"
The title pretty much sums up the error, it's stuck on the last invoice we sent out. I don't want to delete it and see if that helps, we shouldn't need to. We can't create any new invoices so not sure if there has been a known issue for anyone else?
Invoice Report with details of each invoice line
Hi, I need to create an Invoice Report displaying all invoiced with each invoice showing the its component products, quantities ordered and price of each line of the invoice i.e. Invoice 23012 - might contain three products of various quantities ordered within. This would create a report with many rows as each particular invoice would have on average three products
Adding a disbursements fee to an invoice
When invoicing for an architecture company, rather than charging for mileage, printing and so forth, we will often charge a flat rate disbursement, typically at 8% of fees. As it is income, it does need to be taxed as well. What do you recommend is the
Can we store the values in custom fields?
I have a few invoice custom fields where we will use certain values again. Is there a way to store these values for easy reuse?
Can I get a notification when draft invoices are created?
Hi, I use the recurring invoice feature a lot and it creates draft invoices that I then check and send out. Is it possible to get a notification when a draft invoice is created? If not directly within the app will Zoho Flow do this when draft invoices
How can I print a blank invoice for use on-site at clients?
Hello, I did this about a year ago when I printed an initial batch of invoice blanks, but after the new ZOHO invoice launched, I have a completely new company logo and need to print myself some new blank invoices. Someone told me how to do this in the old version through a support email, but since you now have to select a customer to save a draft, this old method does not work: Create a custom template with the template that you generally use for invoicing. Remove all the place holders in that template.
Add Columns to Invoice Template
Hi, I would like to know if its possible to add more columns to the Invoice Templates present in Zoho Invoice as below. Is there any other possible way to create custom columns? Even if it means to create an Invoice from scratch.
negative payments
Hi. I have a customer who's payment bounced. I have already recorded the payment before it bounced. Now I want to show that it's bounced, and add the bank assessed fee to the invoice. according to these: https://help.zoho.com/portal/en/community/topic/edit-payments https://help.zoho.com/portal/en/community/topic/how-to-record-a-refund-event I should be able to enter a negative payment, but I'm getting the error "Please make sure that the payment received is not negative." What am I supposed to do?
How to add other my payment methods
Hello Zoho, Like your soft very much so far. CRM and Invoice in particular. We allow our customers to pay with several payment methods and some of them are not in the list. For example there are Webmoney and Yandex.Money which are very popular in Russia and not in the list. Please could you let me know how can I add or change the list of of payment methods to have correct statistics? Kind regards, Andrey
Assign a commission rate to an Item
Hi, Is there any way to assign a commission rate to an item in Invoice? When I generate an invoice, I need it to also generate a bill that I have to pay to my sales rep (that is assigned to that customer). Thank you!
Can I have customer pay invoice payment gateway fee?
I would like to setup online payment for the convenience of my customer. I'd like them to pay the credit card fee if they chose that method of payment. I would pay the Paypal fee though. can that be set up? perhaps via optional surcharge?
What's the meaning of ProductID that appears in invoice and estimates?
I was going through invoice api and i notice that 'ProductID" appears in both invoices and estimates. What exactly is a productid? I understand Item Id (because I'm able to create items in ZOHO invoice) but I'm wondering what is meant by ProductId. As part of Invoice user-interface, I don't find a way to create a product. Please clarify.
Allocate Expenses
I’d like to invoice each client as I do, but I’d also like to allocate an expense to a specific invoice of that client. i.e when the client buys 100m of grass from me I’d like to allocate the suppliers cost of the grass to that invoice so I know how much I made on that job specifically. Not per client but per invoice. Does that exist already?
Error Ungültiges Element ignore_auto_number_generation
We are trying to create a credit note and we are getting this error, can you help with that ?
Italian "Fattura Elettronica" (Invoice System) and Bank connection
Dear Zoho, starting from the 1st of January invoice sent by email won't have any legal value in Italy as the government is implementing the Italian "Fattura Elettronica" for B2B, B2C and PA. I'm really looking forward to integrating Zoho One in our company but I've found this to be a huge drawback. I'm wondering if there could be any solution or workaround (from the integration to a 3rd party SW/App/API to the ability to export xml files for invoice, etc...) that could streamline the process. Also,
Invoice Item without currency symbol
Hi, Probably a basic issue, but couldn't find the solution for the past 3h on the forum. On creating an invoice the item rate and amount has a value but without currency symbol (Euro in my case). Also the subtotal stays without currency symbol. Total
notes in timesheet
I need to generate a timesheet/report that includes the notes I add to each log, but I see no way of doin this. Is the only way of accessing to edit each entry and/or hover over the little note icon? No way to list/export them?
How to Delete Organization?
Any ideas?
Have customer notes show up when creating invoice
Hi, I would like to request a feature. When creating a new invoice and selecting the customer, if would be very helpful if the customer notes would show up somewhere on the screen. This way, things like 'Please use this hourly rate for this customer' or 'Please send invoice to both contacts' etc. could be added. Currently, the customer notes are not very useful as you can only see them when viewing the customer page directly. Subsequently there is no way to add specific instructions for each customer
How to enable "Submit to approve" for all (regular) users?
Hi! We recently introduced Zoho Invoice on a slightly bigger scale in our team and added the regular approval layer. In our daily work we were hitting a wall with this since apparently not every "regular" user can submit invoices but only in cases if
Can't edit PayPal payments?
It looks like the edit payment option is present but it is not there for payments that go through PayPal. I want to mark how much of the transaction went to PayPal fees. ...or is this done automatically? I need to edit a payment in Zoho Invoice and can't see how this is done now. I checked the help and there is this page: http://www.zoho.com/invoice/help/invoices/online-invoice-payment.html The screenshots they show are outdated. Thanks. J
Timesheets. A way to manage blocks of time more efficiently
Hi, I sell blocks of my time and when it's used up invoice out another block of time. Right now I just run a timesheet report from when they last paid to see how much time is left but this is a bit long winded. Is there a way for me to set a limit of
Need to send a formal receipt of payment
Hello, our latest client has requested a formal receipt for a payment they made on one of our invoices. I was surprised to realize that Zoho Invoice does not have this feature and there was not much discussion about this on the forums. So what do people use to send payment receipts? A receipt would include all of the information from the invoice as well as the date of the payment receipt and some language stating that fact. There should be an option to "Send receipt to Client" when a payment is
How to add customer statement in Zoho Invoice?
How do I add a customer statement to my invoices when sending to customers? I think it is only a check box somewhere, but I can't find it now.
Zoho Invoice and custom layout
Hi ! I'm using Zoho Books and custom layouts for my estimates and invoices. Are custom layouts also available (upon request) in Zoho Invoice ? Regards
Link to an Invoice for specific organization
Hello! We have a web service where we are using links to Invoices and Customers. And after we started to use few organizations our links started not working. It because if I follow by the invoice link in other organization it returns the error Resource
EXPENSE REPORTS - PLEASE HELP
I really really need to have the expense full report (on the expense section) reporting if the expense has been billed or not, the full report has everything but this. Yes there are reports in the report section which do this, but they are very limited
Authenticate domain with TXT records not working after months
Hi, In Zoho Invoice >> Settings >> Organization Profile, I have a notice that I need to authenticate my domain with Zoho to prevent my invoices from going to spam folders. I followed the directions in the Authenticate Now button, by adding both the SPF
Recurring - Report monthly forecast of upcoming invoices
A look into the future. For long term contracts (f.e. Domain Names) it would be fine to have a Report (or Overview like on the home page for invoice age) of upcoming invoices / revenues per month.
Items Custom fields - add options
Hi, I have added an custom field to Items, in the form of a dropdown box. I wanted to update the text of one option and add another one after already creating an invoice which makes use of this optional field. Now, when I want to create a new invoice, Zoho is throwing me an error "Illegal value specified for a Dropdown field" Can you help me identify the underlying problem and provide me with a solution? Thanks Kevin
Task Templates
Hi, Each project I do is based on, primarily, one of two tasks, each with their own hourly rate. If you could set a project template so that each time you create a new project it was auto populated with each of these tasks, an optional description and
Email invoices with reservation at hotel
Hello. Do anyone got this problem too? Every time i send an invoice email to a client it make a reservation at some hotel and it happens to a specific client. I don't want that. I checked email invoice template but everthing is OK.
Billing Method: By day (so that I can assign price per day as the billing unit)
HI, My billing method is by complete days - that is Pay per Working day (not hours) How can I get this option in the billing method when I set the project? Please help. Thank you Yonathan yoni1961@eupfp.org
Attaching External Images to Invoice Templates
I have built a template that uses external images (stored on http servers) to display really good looking invoices. In the browser the images show up fine in the template. (<img src="http://xxxxx.com/images/invoice.jpg">) but when it prints to PDF, the only image that shows is the LOGO image that was set in the settings. Is there a way to get your PDF builder for ZOHO INVOICE (AND ZOHO CRM) to include external images in the Invoice?
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