How to export reports
Hi i was searching for a way to export the reports for my tax. is there a way? thanks a lot, arne
Adding a new user
Hello, How can I add a new user to use zoho invoice? I have set it up with my account and now I want to let my co worker make the actual invoices. I hope this is possible as I do not want to give away my account details to the person (i also use my gmail for private mailing). Kind regards, Timmermans Jimmy
how to add shipping addresses
Due to the nature of my business I need to change the shipping addresses for the invoices of all customers. It is almost never that my customers have the same shipping address all the time. It changes with any new invoice. When trying to edit the customer, there is no way to add different shipping addresses, just one. How can I solve this issue? Your software is great. Martin
INVOICE TEMPLATE
I wanna use your solution to create my invoices but unfortunetly templates don't respect regional traditions ... usually adresses of clients are printed on the right side of the sheet. We cannot find envelopes to show adress on the right side when we wan't to send by snail mail our invoices. Should you arrange this kind of template ? Best regards.
unreadable invoice attachments
Hello, beginning from December 09 I am not able to attach additional files to the invoice, when I send it by email to my costumer. The invoice itself arrives readable, but other files like .xls, .pdf, .jpg comes corrupted and with name "noname". I use zoho Invoice since August 09 without this problem till mentioned December. What do I wrong? Regards, Lukas, CZ
Online payment link not in Invoice Email
I have set up my Payment Gateway in Zoho Invoices and created an invoice for $50 but no link to pay online, SEE BELOW. George YourBizzWizz Hi George Polzer, Thanks for using our services. Attached is the invoice for the P.O.# %P.O.Number%. Please forward it to the relevant person to process the payment. To make payment online, click on the following link - %PayPalLink%. Feel free to give us a call at %CompanyPhone% or e-mail gpolzer@yourbizzwizz.com for any clarification. Assuring you of our best
Can Zoho Authorize.net Invoice link be REUSED?
QUESTION: If I do not need to track who has paid an invoice but just create a link to Authorize.net for let's say $50 which can be used to make a payment by anyone who clicks on the link, ie, I email the link directly or embed it into an HTML page. In other words can I reuse the link generated by an invoice or is that link dedicated to that invoice only and if it's paid cannot be used to pay online again. It would be a GREAT feature if Zoho Invoice would allow you to create "generic" payment links
Import old invoces without exceeding the month limit?
As soon as I will start using Zoho Invoces I'll need to import my last year invoices (about 30). Since the free Zoho Invoice is limited to 5 invoces per month, will I be able to import those old invoices? thanks, dani
Invoice Language
hello. Interface in Zoho is in french ok, but if I make an Invoice, it comes in English. No possibilities to translate it ?
Update amount based on currency exchange in reports
Hi... Perhaps I am not understanding how the multi-currency features work. However, here is what I experience. My base currency is CAD. I bill my US client in USD. e.g. $1000 USD I record payment of invoice and also enter exchange rate. e.g. $1000 USD @ 1.00 USD = 1.033 CAD When I generate a report I expect the amount for this invoice to be the amount in my base currency (CAD) as calculated using the exchange rate I entered when recording payment ($103.30CAD). However, this is not the case. The report
How can i add a overdue payment to the system?
Hello, How can i add a overdue payment to the system? when i try to add a a payment to the invoice it states "Amount entered is more than the balance due. Please enter the correct amount.". It will be great to have a option to add overdue payment to the invoice. Also, i had an invoice that was move than the due date, it was not flag as an overdue invoice. Thanks
Accounting - Receivable In & Payment Out
Hi, is there possible to have the accounting in the zoho invoice, All receivable IN for payment received and Payment Out for expenses etc. Any application that you may recommend? Thanks
echecks with Authorize.net
Authorize.net offers payments with echecks. How can I add this option with Zoho invoices?
multiple sales reps
how do i get invoices to have my sales guys log in and create invoices?
Edit Payments
Hi, It would be *very* helpful to be able to edit a payment once posted, in case an incorrect entry is made. I posted some foreign currency payments with the incorrect exchange rate and now I don't seem to be able to change the payment in the system to get the exchange rate correct, so my base currency summary is now wrong. If you can implement this it would be much appreciated! Mark
Explanation of Recurring Profiles
I've searched without success trying to find a more detailed explanation of how the "Recurring Profile" feature of Zoho Invoice is supposed to work. I assumed that once I set up a Recurring Profile (RP) that an invoice would automatically be generated and emailed on the Next Invoice Date. I set up a test RP and it did not email an invoice as I thought it would. Would someone explain or point me to a better explanation that what is in the online manual? In addition, I have a couple of questions about
CRM Invoice Integration
I know you sync customer information. Will you be sync'n invoices as well anytime in the near future?
WorkingPoint offers unlimited invoice at a flat rate.
Hello, I realize that WorkingPoint offerers unlimited / Users Invoicing at a flat rate. WorkingPoint If zoho invoice offers this option it would be great. Thanks alot.
Preview invoice template as it would look in PDF
How can I preview the custom invoice template without actually creating an invoice? I want to see how the PDF invoice file will look like. Is there any way to do this? Thanks, Ebitari
How to remove display of past invoices from invoices tab
Hello, I would like to NOT SEE past invoices on the invoices tab. Is there a way to filter that list by date or invoice number? I do not want to export or delete the invoices, just when I am working with them, I only want to see the ones that I am working with. (I need to send them to another person in the business, not the client. So I may send an invoice multiple times before he takes the pdf and uploads it to our client's module in our website. The uploading of it to the client module is the trigger
Multi Currency - How can i show the base currency total on the invoice when the generate an invoice against a foreign currency account
Hi Zoho team, I cannot implement zoho invoice until i fix this issue. Base currency EURO Raise invoice against account with GBP Custom invoice does not allow me to create an invoice showing both currencies ie. there is no variable for base currency vs. customer currency. I would settle at the moment if i can show the transactions in GBP and only show a balance in EURO. is there a varaible for total balance in base currency ? Please advise
Integration with general leger tools?
Does Zoho Invoice integrate well with any custom leger tools? We want to be able to keep track of our price for the product versus the price we invoice our customers for the product. Is this possible in Zoho Invoice of would we require to integrate with a general leger tool? Thanks, Ebitari
Custom report field
Will there be a custom report option in Zoho Invoice at some point like there is in Zoho CRM? If so what is the estimated time of completion? Thanks, Ebitari
Universal change of exchange rate
Can I change the exchange rate for all upcoming recurring and regular invoices in one place or do I have to go into each recurring and regular invoice and change the exchange rate there? Thanks, Ebitari
Zoho Invoice Service Upgrade on 5th December 2009
Dear Zoho Invoice users, We are planning an upgrade on Dec 05, 2009 between 00:30 AM and 05:30 AM PST. As a part of this upgrade, we will be doing database related changes to facilitate adding of new features like Organization Support etc in near future. So Zoho Invoice Service will not be accessible during the above time. Regards Prasanna Zoho Invoice Team Website :: Help :: Forums :: Blogs :: Twitter
New year, new invoice numbers
Hi, on 01/01/2010 I'll start a new fiscal year, so I need to restart invoice number counter. How can I do that? Thank you! ps. it's ok to get sequence like 2010/1...2010/n
My authorize.net is not working with the Zoho invoice.
My authorize.net is not working with the Zoho invoice. I contacted Authorize.net and they said it is on your end. Please look into this ASAP. My company name is: Prime Florida Land Corp
Font Size
Can the font size be changed on the Invoice printouts? Too small to read especially the notes at the bottom of the invoice.
Overtime Billing
Hi, We invoice overtime for evenings and Saturdays @ time + half and Sundays double time. Is there a way to add this to the items for invoice? (It works with the "Tax" drop down, maybe change "Tax" to "Extra Time"?) Rich
Re Export Option to Payment History
Hello, Is there a ready made Option to Export the Payment History. This would help a great deal in filing the Service Tax Returns Icomm Technologies
Include Estimate totals on Overview page
I think it would be extremely helpful if estimates that have been sent out were included on the dashboard the same way that open invoices are. Also, being able to open or close estimates, so that "stale" ones don't show up in the same way that potential revenue does. Thanks Cameron
uploading estimates
I have followed the procedures, managed to import contact no problem, now my ESTIMATES, have opened the sample file and used the headings but do not know what some of them refer to??? and keep getting ;Some of the requred fileds are not present in the file spedicied for import; so assume I am not filling them in properly?? Can someone help.
Zoho Invoice - Planned Downtime on November 8th
Dear Zoho Invoice users, Zoho Invoice needs to undergo a maintenance update on Sunday November 8th at 01:30 AM PST. The service will be unavailable for 15 minutes(approximately) during this period. Regards Prashant
Automatic Payment Reminders For Invoices - BEFORE Due Date
Greetings Siva & the Zoho Invoice Team, I am really enjoying your new service, and love the fact that your team stays in constant contact with your clients via these forums. :) I'd like to discuss the operation of your Automatic Payment Reminder. I think this is a great feature indeed, but I'm wondering if a small change could be made. Right now, the only time you can have automatic payment reminders sent is X days AFTER the due date. If this is a payment reminder, it would be nice to be able to
next page button or page number button
some reason, mine doesnt work, using mozilla, any idea?
Items management
It would be nice if I can order items with tags or in maps
Line-height of Company Address on template
Hi, The line height of the company address table is too small on the invoice templates and the lines almost overlap each other - i've tried editing the template as a custom template but when you do this it loses other formatting and also it does not print to pdf very well - <hr> appear blurry and so do the table borders. has nobody else noticed that the line-height needs adjusting?
Total Payments Collected Report?
If I wanted to get a report of say all the payments collected throughout the year, can I do that? I see the Payment History option but it does not add the total at the bottom. Am I missing something?
Copy Invoice / Quote Function
Dear Sir, can we add a copy invoice function? so we dont have to re key in a long invoice if needed? an exact copy, but have to key in another invoice number / quote number? Saves alot of time re-typing a simliar invoice that may need some slight adjustments like quantity change or removing 1 or 2 items. Do advise. thanks!
google checkout problem
I am able to send an email invoice, but I when attempting to pay the invoice the client gets this message: "We accept payments only in USD and GBP via Google Checkout. Please contact ttt@domainname.com for details." I am still on the 60 day initial signup period, and my google checkout account says that I am confirmed. any hints on what I am doing wrong? thanks
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