Mutiple invoices from one estimate?
Hi there, We use Zoho Invoice extensively to issue quite detailed estimates to our clients. The total of this estimate will often then split across multiple invoices. Is there a way we can automate this split in Zoho invoice? 1) Create estimate worth (say) £3000 2) Invoice 1 = 30% of estimate (£900) 3) Invoice 2 = 40% of estimate (£1200) 4) Invoice 3 = 30% of estimate (£900) All of the above is run with the estimate as the source. Is this possible or is it in the roadmap? Kind regards and
How to Set Up Multiple Organization Names in Invoice Templates?
I have a "dba" business name that is different from my corporate name, and I would like to send invoices and other corporate communications from each name (DBA name and corporate name) from time to time. How can I set that up in the templates? Thanks! John Hollway
Delivery Note
Hi, i want to know how to generate or create new delivery note. I want to precise that i've cofigurate it, but i don't know how to generate it in pdf to print and send it to my client. Best Regards, Serge MENGUEME
Thai Language Support for PDF Font?
I was unable to see Thai font in PDF of my invoice. How to fix this? Thanks in advance Win
How do I create a custom invoice number sequence?
I'm trying to find a way to use a custom numbering scheme for my invoices, but I can't find a way to do this in Invoice. How can I accomplish this? Thanks, Tim
Payment Reminder History
I am using the 'Payment Reminders' which is an excelent feature. Would it be possible to automatically record the fact that an Payment Reminder has been sent in the invoices 'Comments & History' Cheers Dean
Get invoices meeting EU requirement VAT standards
Hello, I am setting ZOHO invoice for a business based in belgium. I face 3 problems. 1. Most important - I can't get the VAT amount to added to my total amount even though I check the box "add tax to amount" in my template setup. See picture for understanding. 2. Requirement - How to display one line with total of VAT amounts (as required by law) before my total amount 3. Less urgent - I want to log my time sheets in hours and bill in days. Do you have link to tutorial? Thank you for your help.
Automatic Invoice Creation and Sending (Authorize.net)
Hi, Let me first outline the customer purchase order and book keeping flow: 1. Customer fills out form to be subscribed to our membership 2. They are charged through Auth.net and set up with a subscription with ARB (Automatic Recurring Billing) 3. Using Auth.net's silent post URL, information is sent to Zoho CRM 4. Every month (on the same date they began the subscription), they are charged once again. For this step, an invoice should be sent with the status of paid to the customer to inform them
Retainer Invoice payment not showing in Invoice
Hi - When I get a new client I have them pay me half down. I send them a retainer invoice (and apply to their invoice) and when I'm done with the project I send the main invoice. But I can't figure out how to show the retainer paid amount on the main invoice. For example I charge someone $650, they pay the retainer of $325. I bill them when I'm done for the remainder, but the invoice shows the balance due to be $650, not $325, even though I have applied the retainer to this invoice. Am I missing
Curl: invalid value passed for authtoken
Hello there I signed up today at zoho.com and tried to generate few invoices as a test. I generated authtoken using link provided in the documentation and called following command: "curl https://invoice.zoho.eu/api/v3/invoices?authtoken=9fb16****" (hidden for security) I tried both on bash on linux machine and cygwin command line in windows. Unfortunately, zoho returned: {"code":14,"message":"Invalid value passed for authtoken."}. I tried few times generating new authtoken, deleting old ones, but
Add tax to subtotal
Hi, I would like to know how I would go about setting up an invoice template to be able to add tax to a subtotal. The current tax settings seems to work out the percentage of tax from the subtotal (i.e. inclusive), but In Australia GST tax is added on top of the subtotal with a grand total displayed beneath. I've tried both the Grand & Spreadsheet Plus templates without much success. Is this possible at all? Many thanks in advance.
Unable to Access my Zoho Invoice account
I erroneously removed the main email address for our Zoho Invoice account during a Zoho Mail setup and now I can no longer login to the Zoho Invoice account to which the email is associated. We had recently made a payment for the Zoho Invoice account in question and now we are unable to use same due to this issue. I'm really stuck and would appreciate if any could provide a timely help with this issue. Thank you.
How to NOT Add Tax Automatically to Recurring Invoices
Hello, I've been using timesheets to track billable hours and I have associated projects with recurring invoices. The problem I'm having is that tax gets automatically added to the invoice for the services. We don't tax services, only goods. Is there a way to set up Zoho Invoice to only apply taxes to goods?
How to print invoice from Zoho Invoice Android app on a 80mm printer?
I would like to use my mobile pegasus 80mm printer with Zoho Invoice to print the invoice on the spot while at the retail shop. Any help in this regard is highly appreciated
Set Time Entry billed_status and invoice_id using API
Is it possible to set time entry status to billed and add invoice_id via API?
Invoice Template
I need the invoice template/layout as the attached pdf. I was not able to create one like that using your template customization. If someone can create one like that would be good. Thanks Bernard
SEARCH ITEM BY DESCRIPTION WHEN I CREATE AN INVOICE
Good Morning I would like to know if this is possible to add a search bouton in decription field of invoice creation When I create an invoice, I would like to select my item with the description, not with the item name Thanks in advance for your help Best regards
Zoho invoice/Slack integration not showing all payments
We successfully set up our Zoho invoice account with Slack to easily show payments received. And it works just fine for any online payments that come through. However, any payments that are manually put in, don't show a notification in the slack thread. So if we receive a check, for example, and one of us manually puts in the customer payment for their account, it does not send a notification to slack. Please let me know if I have missed something in the settings somewhere. Thank you,
Create Work Orders?
I love using the invoice system and I was wondering if there was a work order app that I can use with Zoho? I repair computers and would love to have a system where I can create a work order for the customer, take notes of what was done with the computer and attached it to the customer's account. This will help me stay on top of issues when the customer calls back at a later time and I need something to reference. Thanks!
How to use payumoney gateway in zoho invoice ?
I want to configure payumoney payment gateway in zoho invoice. how can i ?
How to show Traditional Chinese
Zoho invoice can display Traditional Chinese, however, it is unable to: 1. display traditional Chinese in PDF 2. cannot type Chinese character to find customer in create invoice page (as type English). Browsing is the only way. If there is a long list, it is difficult to find it out. how to fix this problems?
Profit Margin Column with Percentage (%) Column while creating Estimates.
Feature required: Profit Margin Column with Percentage (%) Column while creating Estimates. So, apparently we could see how much we are earning or saving while making quotation. After wining that quote and spending cost; at end of all we could compare Cost & Profit like quoted price vs actual spending (Variance Analysis). Same Feature available in Quickbooks
You do not have access as your account is disabled. Please contact your administrator for details.
Trying to access the Invoice API to create an item, but it is throwing this error: Please let us know what to do further. How is the account disabled, when we are able to log into it successfully!
Chase Paymentech
Hello, I absolutely love ZOHO BUSINESS. I hope the software makes you billionaires one day! I use Chase Paymentech and would love to see Chase Paymentech intergrated into ZOHO Invoice. Thanks,
Translating Notes, Terms & Conditions
Hi, When I use different templates (for different languages), I easily translate the Labels, but where do I translate the actual notes and terms & conditions? They are automatically pulled from the entries made in preferences/Invoice? Thanks
Error creating an invoice via JSON
Hi all! I'm sending this request to create an invoice with JSON: $url = "https://invoice.zoho.com/api/v3/".$this->service."?authtoken=".$this->authtoken."&organization_id=".$this->organization_id."&JSONString=".$this->json_data; $curl = curl_init($url); curl_setopt($curl, CURLOPT_RETURNTRANSFER, TRUE);//Set to return data to string ($response) curl_setopt($curl, CURLOPT_POST, TRUE);//Regular post curl_setopt($curl, CURLOPT_HTTPHEADER, array("Content-Type: multipart/form-data") ); //curl_setopt($curl,
[bug] six-minute blocks of time in timesheet
Hi, I have two requirements: That time spent is reported in blocks of six minutes. There are ten six-minute blocks in an hour. That time spent is reported in whole blocks or part. Both 0.5 minutes and 6.0 minutes would be 1 block. This is a common standard that Zoho invoice provides support for at Settings > Preferences > Projects > General: Round Off Time (The time entries will appear on your invoices and reports based on the selected round-off format.) Round up to multiples of 6 minutes Apply the
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Al instalar Zoho Docs para escritorio en mi computador no me inicia sesión
Automatic tax rate for each line
Helo, i bought today 30 days professional Zoho Invoices subscription to migrate our invoicing system but i discovered something incredible. If i make invoice with 15 products lines for example i must for every line choose the tax rate. We are selling only 20% TVA products, it's crazy do say to my collaborators "listen everybody, from today you must make hundreds clicks to check the tva rate for all product. If you forget some, you must make a Credit note and recreate a new invoice to correct this
Dwolla - Payment Gateway
I just came across Dwolla.com the other day and signed up for their services. They have a really cheap way to handle transactions, and I think it would be most effective when utilizing payment gateways through Zoho Invoice. Just throwing it out there. Anyone else see some success with Dwolla?
Send Snail Mail Invoices Automatically
Zoho Invoice supports sending of Snail Mail invoices, but it's a manual process. We need an option to auto-send Snail Mail invoices for Recurring Invoice profiles. One of the reasons we switched to Zoho was because of the Snail Mail invoice option. Most cloud invoicing solutions don't offer it. We were surprised to discover later that it's a manual process. We still have plenty of customers that insist on receiving a printed invoice (whether we like it or not), so this is a critical need for us.
Terms & Conditions
Hello, How can I add the terms & conditions in the template of the estimates to be sure they are linked to the document ? To be clear : I do not want to use the small field that is existing in zoho... I need to include a pdf of 4 pages. Thank you for your help
What happens to associated expenses when I void an invoice?
Hello, I regularly use expenses or logged hours to generate invoices. A customer has asked me to void an invoice and submit a revised version. If I void an invoice, do the associated expenses go back to the "not billed" state, or do I need to re-enter them? If it does not return those expenses to "not billed", is there any other way to do that? Willam Tracy
ACH payment / echecks fees
How much are the fees for processing ACH payments or echecks? I've seen at the Help docs from Zoho (https://www.zoho.com/invoice/help/integrations/online-payments.html#achpayments) that the fees for ACH payments from Authorize or Forte are like about 2.9% +30 cents but that is the same as credit card processing fees so it shouldn't be right... Does anybody know how much are the real fees for ACH payments or echecks? Thank you
ACH Payments
I just saw that Zoho invoice just rolled out support for ACH payments. How do I get this setup? What payment gateway do I use? Thanks in advance.
Poor pdf print quality
Hi there, I created a custom invoice template and the pdf quality of text and design were poor. I analyzed pdf metadata and found that custom pdf producer was zoho 1.0.0, while premade templates were produced by iText 2.0.6 (by lowagie.com). Even if I created a new custom template, without modifying it I got a poor print quality from pdf. How can i do to solve this problem?
Item Categorisations
Can you please please add the following functionality.. (unless i've missed a huge section somewhere!?) Item Categorisations There is the ability to add items which is very useful however you cannot group them and therefore for reporting purposes they are fairly useless unless you code everything up which is fair from the best option. It doesn't matter what sort of business you are, this would be hugely helpful for everyone.. please see examples below Examples: <Category> <Item> <Description> If
Convert Invoice Template to Estimate Template
How can I use a Template I've created for "Invoice" in the "Estimates" area? Thank you.
API error : "error": "invalid_client"
Hello I am trying to get an acces_token folowing this documentation : https://www.zoho.com/invoice/api/v3/#oauth And I always receive an error : "error": "invalid_client" How can I solve it ? Thank you.
How to enter one or more discounts when I receive a payment?
Really the problema is more complex.. In Argentina when our customers pay for something normally they must "retain" some of our money as a TAX paid in advanced. When the year ends, we discount all this money from tne yearly TAX. How can I put this discounted value in the receipt to balance our Bank with our TAXES and consider also this money in advanced as the correspondig TAX in the reports? Thanks in advanced.
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