Departmental Invoicing
I am wanting to create an option to invoice and track per department - 3 in total. Is there a way outside of creating separate templates for each (easily done) that I can then look at invoices then generated from the specialized templates for summary? Thx
zoho invoice sometimes slow, sometimes dont work
why is this? sometimes its slow, sometimes there are issues with connection. please advise. hope u can make it as quick and fast like gmail!
Search function
its terrible!! cant search certain key words in descriptions . hard to hunt for certain things, if we made addtional notes in the decription area. how come search is not global ?
Printing/PDF support Traditional Chinese Character
I try to input some Chinese characters. I am happy it seems allow me to use Chinese character. However, the printout cannot support.
Sharing costumer between Zoho CRM and Zoho Invoice
Can i share costumer between Zoho Crm and Zoho Invoice ? if i can , how can i do this ?
Standard of measurement
Hi, I think it's a good idea to add a standard of measurement in the documents (estimate and invoice). i.e.: 8500 pieces (PCS) 90 inches (IN) More over... is it possible to enlarge Qty inputbox to write numbers like "999999"? Thank you!
Possible to bold, underline text?
Is it possible to bold, underline text in the Terms and Conditions field? Thanks for any help. Alex
Selected Estimates to only one Invoice
Hi, I'm trying Zoho Invoice. I've to send many estimates (to the same client) and then create only one invoice near the end of the month. Is there a way to do that? Thank you!
Create only one invoice collecting different estimates
Hi, I've to send many estimates to the same client and at the end of the month I've to create only one invoice for those. Is it possible? Thank you!
Logo not showing on invoices
We are using the "Professional" template and it works great except, the logo we uploaded does not show up on sent invoices. Please help.
Reset estimate auto-increment
Hi, I've removed my first test estimate. How could I reset auto-increment estimete number? Thank you!
Subscription Plans
Hi - we are a small (and growing) company and have been using Zoho invoice. Our average invoicing requirement is about 10-12 invoices per month. However the Basic plan offers 25 invoices which we are sure cannot be used all in one month by us and so would not like to make a recurring investment of $8 per month. Is it possible to have "pay per invoice" kind of pricing model for small companies like urs? Or may be if we can carry forward our unutilised invoices from the previous month to next month
Recurring profile issue - two invoices generated instead than one
Hello, on 01/01/2009 we've created a recurring profile which should generate an invoice every 181 days. The first invoice was generated on 01 of January, and the second invoice was automatically generated on 01 of July (yesterday): this is absolutely correct. BUT today, 02 of July, the same recurring profile has generated a new invoice, identical to the yesterday's one! If I look at the "generated invoices' list" for this profile, I see all the three invoices, dated 01/01/2009, 01/07/2009 and 02/07/2009.
Report - Sales by Customer by Currency
Hello Zoho Invoice Team, I have a request. I am curious to know how much I have earned each year within the three currencies I accept (CAD, AUD and USD). I like the "Sales by Customer" report which shows me how much each customer has been charged for the given time period followed by a grand total at the bottom. However, because I accept 3 different currencies, the grand total is incorrect. It would be nice to see a grand total for each currency accepted at the bottom of the report. This way
Restore to default ( erase everything)
Hi I am testing your service can everything be erase for my account I cannot delete two test invoices I created. Now I am planning two upgrade but not with those invoices. Thanks
Due on Reciept on PDF
Hi I detected that when Invoices are set in Spanish , on the invoice pdf that it is sent to the client everything translates except "Due on Reciept" in should say "Pagadero a la recepción" as it is inside the spanish invoice zoho system. Can I change that ? cause I did not find where , it is already set to spanish Thanks
"receipts" discrepancy
On my "Home" tab there is a discrepancy between the total amount of receipts and the actual amount of receipts. I received more money, but the total on the "Home" tab shows less. There appears to be an error in the math. How do I fix this?
Adding 3.4% to online payments
If anyone is accepting Google or PayPal payments - is there a way to automatically add a 3.4% charge to an invoice? At present, if a client pays by PayPal or Google I am loosing 3.4% in admin fees. My last order £830 cost me £30 ! I have no problem with passing this on to my client for the privilege to pay online - but I certainly do not want to pay 3.4% each time. Many thanks for your support Costa
German Salutation
I use the German version auf Zoho Invoice. Sending emails the variable %Salutation% is not substituted correctly. I get the English "Mr." instead of German "Herr". There are also a few other wrong or not translated terms but the salution is the most important for me. Over all I'm very happy with Zoho invoice!
Sync with CRM
Hello, I've been looking around and cant find anyway to sync the invoices I have in Zoho Invoice with Zoho CRM. Where is the link to do that :) or what are the steps?
Late Fee Terms printed on Invoice
Hello, I would like to have Late Fee Details to be printed on invoice and, since we have different terms for different clients I need to use data from settings set on "Payment Terms and Late Fee" page. There are Late Fee Details that can be set with different interest rate and our invoice must have the line such as: Terms: %PaymentTerms%. Interest will be charged at 1% per month (12% per annum), where "1% per month (12% per annum)" is the name in Late Fee Details. So, what kind of variable should
Couldn't send the invoice...several times
Hello. I tried to send my invoice by email and I kept getting a prolonged 'Please Wait' window and 'waiting for invoice.zoho.com' message, then it tells me that it failed to send the invoice. Is there some kind of connection problem, because I've been trying the send this several times and I would really like to send this off today.
Treatment of multi-currencies
Hi, Not sure if this is a bug or a "feature" but the way that different currencies are treated seems a bit odd. My "base" currency is GBP but I send some invoices to clients in USD, EUR, etc. What I note is that the "item" prices are always given in GBP (although the currency is not made clear on the invoice) and then at the bottom of the invoice the sub-total is also in GBP (again, currency not stated) and only at the end, for the final total, is the currency converted to USD, EUR or whatever using
Paypal not working
PI added my merchant aypal email to the field in online payment settings. I did not know what to do with the field below it. When I send an invoice, it is not including the Paypal link for online payment. Any thoughts?
Back-up Option
Is there a "back-up" option so that all the transactions our company has done and will do in the future will not get lost? Can they be exported into PDF? Saved to a local drive?
Postcode in invoice address field
How can I get the clients postcode to appear in the address field of a custom invoice?
Zoho Invoice service Upgrade
Dear Zoho Invoice users, We are planning an upgrade on May 31, 2009 between 01:30 AM and 06:30 AM PDT. As part of this upgrade we will be doing some database changes to facilitate adding of new features. Regards Vinayagamoorthy Zoho Invoice Team Website :: Help :: Forums :: Blogs :: Twitter
2 decimal places only
When looking at the report "sales by item" I get the following results in the "average price" column: Item code: Quantity sold: Amount: Average Price Item A: 9.00: £5,095.00: £566.111111 Shouldn't the last column only have 2 decimal places? Could you fix this? Jonathan
Why does Zoho Invoice double count invoice activities
I'm new to Zoho Invoice and I like what it does and how it works. But it seems your pricing model charges for multiple invoice activities on the same invoice. For example, If I draft an invoice that gets counted as an invoice raised. If I save it or make it open, that's another invoice "raised". If I post it, that's _another_ invoice raised. In practice, there's _one_ invoice and three raisings. Is that correct? If so Zoho should come clean on the basis of its fees. If not, please advise best practice
Zoho Invoice Service Upgrade on May 24, 2009
Dear Zoho Invoice users, We are planning for an upgrade to Zoho Invoice on May 24, 2009 between 01:30 AM and 06:30 AM PDT. In our last update we provided the ability for you to choose the decimal places. The current upgrade will provide you the ability to enter amount directly in foreign currency. Stay tuned. Regards Nagendra - Zoho Invoice Team Website :: Help :: Forums :: Blogs :: Twitter
Ability to move the decimal place
I work in Japan and I would love to use ZOHO Invoice for my clients but when I bill them it adds 2 extra zeros on the end of everything. I know that sounds funny but this is what it looks like. roughly converted 1.00usd=100yen therefor when I bill someone for the equivalent of 10.00usd it looks like 1000.00yen. So if I could move the decimal point in or cut the end of the amount by 2 zeros that would be grand. Thanks Seth
List Price not showing properly in print template
I have set up products with List Prices which can go up to 3 decimals. For example 0.125 and so on. All the calculations are done correctly but when printing it only displays : 0.12 and not 0.125. The list price is set up correctly and it calculates and displays properly. This only happens during printing. Is this a bug? Or is there a way for me to fix it? Arun
Unable to Delete the Discount Column when setting up a template for a new estimate in Zoho Invoice
I see the capability on your web demo video but I am unable to delete the "discount" column on the ZOHO Invoice when I am attempting to create a new "Estimates" template. It is also not allowing me to delete the discount column when creating a new "Invoice" template either. What are the instructions to do this? Thanks.
Please round line items before totaling - BUG
I've just found a bug in the way that line items are added up to make the sub-total. The line items are *not* rounded before adding, which can result in an incorrect subtotal where the line items are not entered directly but are derived from foreign currency calculations. Please see this example: As you see, rounding adds an odd cent to the sub-total. An easy solution is to make sure that all line items are rounded before being totaled. Regards, Mark
URGENT - Currency Invoice Rounding Bug
Hello, Since the recent upgrade there seems to be a bug in currency invoices where the line item rate is being shown to multiple decimal places, and ignoring the currency's decimal places setting. This is an example of what I mean, from a USD invoice, with GBP as base currency: Now I can't send currency invoices, as they look very odd with these many (irrelevant) decimal places. Would it be possible to fix this urgently please? Mark
Delete multiple items
Good afternoon, I imported a group of items (approx 250 of them) and there were some error in how they imported. Specifically, the pricing was incorrect. It won't seem to let me import over the items that are currently in place, so it seems the solution is to delete all of the items and start over importing my product list. Can anyone tell me how to delete all the items at once instead of having to delete each item seperately one by one? Thank you, Marc.
Zoho Invoice Service Upgrade
Hi, We are planning to upgrade Zoho Invoice Service on Saturday, May 09, 2009 between 01:30 AM and 06:30 AM PDT. This update focuses mainly on currency related enhancements, some of which are listed below: Support for configuring decimal places (0,2 & 3) separately for each and every currency. Support for more than two decimal digits in item price and quantity. You will be able to specify values upto 6 decimal digits for these fields. Other small enhancements and bug fixes.Thanks Vinayagamoorthy
Importing Customers & Invoices - full list of fields?
Is it possible to get a full list of fields that can be used when importing customers and invoices from csvs. I cannot find a list online and the example csvs only use a few fields - I have sucesfully managed to guess a few more for customer imports etc but would appreciate a full list. Fields of specific interest: Customer- Contact Name, Email address, Custom Field Values thanks
Invoice - No Cost Item
Is it possible to add an item with $0 cost? I like to add a single item for say one hour labor $50. Then under that, all the actions done in that one hour. The actions under the one hour labor should be $0 cost. Thanks
How to indicate if an invoiced item were shipped or not
Can anybody tell me how I can show if a particular invoice was already shipped or not. At this moment, I can tell if the invoice is charged or not, but not shipped or not. Also, at the end of every month, I would like to know how many orders are shipped, or pending. Can anybody share the trick?
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