Only one name in email for customer w/ multiple contacts
Zoho Invoice Team, I've discovered a bug or oversight. If you have Multiple contacts associated with a customer, and then send an invoice to them, only the first contact's name replaces the %FirstName% in the email template. Shouldn't it have all contacts names? Example: Customer= ACME Supplies Contact 1 = Wylie Coyote Contact 2 = Bugs Bunny Template contains: "Dear %FirstName%," %FirstName% should be replaced with "Wylie & Bugs", but is only being replaced with "Wylie". Bug or oversight? Thx. -
Date calculation
Hi, I am wondering if it is possible to have a date calculation in the invoice. For example, my business charges for a monthly subscription, I want to put in the invoice description..... "For rental of ABC, for the period %TodaysDate - 1 Month% to %TodaysDate%" Thanks Tony
Paypal payment from with in zoho
I would like to see the feature for payments prossed from with the application like freshbook and simpleinvoice have were you can select payment method and the info is redirected to paypal for payment just like the link in the email does. We work on site and this is a great way to get paid on the spot with a credit card for services provided. WE just use the client pc sighn in and than have the customer enter there info with out hoping they get around to the email we send. thanks
Wildcards
Is it possible to use wildcards when creating items? IE 'Inorder to provide %%Company_Name%% with. .......' The wildcard grabbing a component of the Customers details from the database. Thanks Phil
Printing invoices on letterheads
I am new to Zoho Invoice. Needed a small help.... I exported an invoice as a pdf : and now I want to print it on our letterhead. While doing so, how can I specify a top margin ? Apoorv.
Top margin
I exported an invoice as a pdf : which I wanted to print on our letterhead. How can I specify the top-margin for printing : so that it prints below the logo in the letterhead ? Thanks in advance!
Custom logo link doesn't take me to the home dashboard screen
Hi all, I have added my custom logo inside Zoho Invoice. When I click it the link directs to the custom logo page and not to the home page. Hope this helps, thanks. Filippo
Record payment from invoice not in system: suggestions?
I have just switched to using Zoho Invoice. I wanted to start the new year fresh using it exclusively for my invoicing needs. However, I am receiving payments this year for invoices that were sent out from when I was using Quicken. What is a good way to account for this in Zoho Invoice? Do I make fake invoices with the same number as in Quicken and mark them as paid? Can I just receive a payment without an invoice? Thanks for any suggestions. J
Customized email template issue
Hello, we’ve realized that the pdf version of both new and old created invoices (customized invoice template) is a lot heavier and with bigger characters and higher rows than a few days ago. We've for example verified that a PDF invoice attached to the notification email sent on 02 January is 29 Kb of size, while the same invoice, if notificated again today through email, results in a 288 kb size PDF. The size of the attachment is not a big problem, but the bigger characters and higher rows may cause
Template Help
My Template styles do not change, is anyone else having this issue? I have even created a custom template. I want my template to be quantity, price, amount (product style). When I select it, it never changes. It's stuck on services template with the rate style.
URGENT: PDF exporting / emailing broken again
The PDF export and emailing function is broken again. Trying to Email invoices to clients returns the error:- EMail Send Failed-PDF header signature not found. Trying to Export to PDF opens a html page with broken links.
Invoice Number - auto generation
Hello, we're experiencing a problem with the autogeneration of the invoice number: even if we delete every invoice from the account and we set the auto generation invoice number at 0001, the new invoice retains a number that starts form the last invoice number even if ALL the previous invoices have been deleted from the account. We're going to use a new Zoho invoice account starting on 01 january 2009, and we've made some test invoices in order to verify if we have customized the account properly.
Account lost.
I lost ALL my account info. WHY?
Suggestions for customer statements
Great service. Simple and effective. I especially like the statement feature as my clients need to see the big picture rather than simply one invoice. Some suggestions for improving customer statements: 1. On the customer statement, a payment by the customer should be shown as a negative number. Charges are positive which is appropriate as they increase the balance due. I checked my credit card statement for example and that is exactly how they display payments as well as credits - as negative
link customer records to invoice records
When I go to an individual record for one of my customers, I can see a summary of how many invoices they have, and what their status is (e.g., open, closed, overdue). Ideally, these would be linked, so that I can quickly jump to those invoices.
Google Checkout Errors
When I click the link in my generated invoice email for google checkout, it goes to https://invoice.zoho.com/ZB_GoogleCheckOut.cc?EInvoiceID=NDY5NTcwMDAwMDAwMTIwMDEjMTIzMDAzNDc4OTAxNyMxMQ__ (it's just a test invoice, so I don't care if that link eventually works and someone sees the results) But it sits for a while, and then I get this error: "The page you are looking for is temporarily unavailable. This can be because of an unhandled error or network connectivity issue. We will duly fix this issue."
Payment Options
I need to add a payment option, and change Check to Cheque. Is that possible?
Cab Management
Want to know the processes in Cab Management System
Estimate - Says "Balance Due"
Greetings Zoho Invoice Support, I have a request. When creating an estimate, the PDF version says "Balance Due:" at the bottom of the totals. Obviously, estimates don't have balances due since they are estimates and not invoices. Is there a way to change this? I think it should say something like "Estimate Total:" instead. Also, while I'm posting I might as well say that the Sub Total value in an estimate and invoice PDF does not contain a $. Just an FYI. Thanks for the great product. - MWM
URGENT: Exporting into PDF broken?!?
Hi, I just tried to export a new invoice as PDF but I get a weird save-as dialogue of an html-file (as you can find in the attachment) Why doesn't it allow me to export to PDF anymore? I'm using the same browser as always (FF 3.05). I've tried in Chrome too but same problem. Please help urgently!!! Cheers Kai PS: I've complained about changing line-heights in my invoiceing templates in the past (without ever touching them) and it happened again recently. All the text in my tables got liftet up a
list sorting does not work
My list of invoices is sorted in invoice number order by default (which is fine). However, when I click on a linked category heading, such as Status or Customer Name, nothing happens -- the list does not re-sort by that category as expected.
Can't get to next page of invoices
I currently have 68 invoices, displaying 50 per page. When I use the paging button (or the page 2 link), I am *not* moved to the next page -- nothing happens. If I change the settings to display 100 per page, again, nothing happens. This also appears to be happening with other lists. I only have 45 customers, so I can't test the paging, but if I try to reduce the display to 10 per page, nothing happens.
Can't change country setting
Have tried several times to set the country in invoice settings to U.S.A. However it keeps defaulting back to Afghanistan. I actually sent out an invoice like this. Not a big deal but obviously not something I can continue using if i can't change the country. Any ideas?
create duplicate invoice / copy invoice / edit as new
Hi, please see below for our recommendations/feature requests: 1) in some customers many of the invoice services/categories are identical, we believe it would help a lot if there was a way to create a copy of an invoice, ie. duplicate it, or "edit as new" 2) vouch for the "send payment reminder" e-mail 3) vouch for custom e-mail "from" address with the necessary spf/domainkeys/sender ID authentication for the sender's domain, to avoid spam issues Thanks for the great service!
Italian translation bug
On Invoice, bottom page, there is this "Saldo scaduto". it's mean "Total expired" I think this traslation is better "Saldo da pagare", that means' "Total payable". Sorry for my English, I hope you have understand and you can correct this bug very very soon, because I've started today to use your beautifull service :-) Regards, Andrea
Items listed by Catagory
Could you make another field that enables the user to search for an item by catagory instead of viewing every item in the item list by description or item code?
Italian version
Hello, do you plan to translate your Zoho Invoice to Italian?
Another Logo wont work story
I have the logo on the main page online showing correctly - bet neither the correct sized version for printing or the low res web version will shon on invoices / statements etc - both to spec jpg's Thanks
Terms & Conditions
I have defined Terms & Conditions in the invoice setting and have set %TermsAndCondition% where I want it to appear but nothing shows up in that area. Is this something we have to define per invoice or can we have a global variable?
Filename of attachment
After attach the file from my desktop, the filename is modified. eg. Original filename: hello.txt Filename in the email: CDocuments_and_SettingsOwnerDesktophello.txt :?
Cannot upload logo for invoice
I have made my PNG logos as directed. Small one is 72ppi, 140 x 60, large one is 300ppi. When I tr to upload either, I get this error message: Safari can�t open the page [URL removed] because the server unexpectedly dropped the connection, which sometimes occurs when the server is busy. You might be able to open the page later
Web Service
I Zoho CRM provide any web service plug in like WSDL file or SOAP API? Thanks Mujeeb
Imported Invoices - Totals incorrect
Hi There is a rather major bug with invoices imported from CSV. I have double checked this and even opened a completely new account and imported the test sample_invoicing.csv file and the bug is still there. Steps to reproduce- -Use the sample_invoicing.csv -Import it -Open the invoice: Sub-Total: $48.00 GST: $3.36 PST: $3.85 TOTAL: $55.47 ....but 48+3.36+3.85=55.21 and not 55.47! I have tried this with a number of my own imports, using cumulative and not cumulative taxes, one tax, two taxes, different
Multiple user log ins
Is it possible to have multiple users log in to the same invoice account? We use zoho business and we can all log in to different sections and collaborate etc. We would like to be able to do the same with invoices, so we can all raise invoices within the same zoho space but under our different user names. It would also be nice if you could pull contacts from zoho business contacts (or at least have an import/export/syncronisation function)
Own Domain Support
Dear zoho, Please add feature "Own Domain Support" Regards, transmedia
Zoho Invoice Service Upgrade
Hi, We are planning to upgrade "Zoho Invoice grid platform" on Saturday, November 15, 2008 between 09.30 P.M PST and 01.30 A.M PST ( November 16). The Zoho Invoice Service will not be accessible during these hours. Thanks Prasanna http://invoice.zoho.com
Characters Available in Invoice Description Field
Not sure where to find this if it can be changed... Our product/service descriptions can be very long and involved. Is there a way to change the number of characters allowed in that field? If so, how do I go about this? If not, can it be added as a new feature? Thank you!
Change default text in standard PDF templates
For Internationalization it would be nice if the at the moment unchangable word elements of the standard templates like Invoice = Rechnung Bill to = Rechnungsanschrift Rechnungsadresse could be changed in the settings dialog. Regarding the XML standard templates and the HTML individual templates: Do they use different PDF libraries at creation time. We see some versions of PDF readers converters giving different results with these two types of PDF.
Auto generated invoice number
Hello, I use recurring profile and generate the invoice numbers. Now there are some invoices generated, which I haven't send and I also deleted them. Now I have a disturbed invoice number range. How can I fix this, because I don't have the possibility to edit the invoice number, when I generate a new invoice, since they are automatic generated. Thanks in advance
Cutom Template - Logo Bug
The Logo in my custome tamplate has a black background when I view it in PDF format. When creating the same logo in the non-custom template is just fine. What might be the issue?
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