how to display Non-billable tasks on invoice
Hi, Just wondering if I can display non-billable log entries on the invoice? I have billable and non-billable time that I want the customer to see. Thank you Regan
Payoneer payment process into Zoho Invoice
Hello Zoho guys, I was wondering if you have in mind to integrate the payoneer company in your system, many users for small economy countries don't find a solution on the payment solution you are linked to. Payoneer has solved my need pretty well, I'm from Nicaragua and I believe that the integration of this will make Zoho invoice stronger. do you have plan to introduce it to your system?
How to add DATE to the Items Field (labels)
Hi there. I consult and send out invoices every month. I work random days on accounts and want to be able to add an ITEM line that has a DATE field so that the customer can see when i did the work. S
Zoho Invoices to Zoho CRM
I set up the Finance integration to link Zoho Invoice with Zoho CRM with the intention of being able to see client invoices in CRM, but it seems only the contact details are synced between the systems. Is there a way to see invoices from Zoho Invoice in Zoho CRM so I can see what invoices clients has outstanding, part paid, fully paid etc. Thanks Eoin H
hidden field to customers
any way to add a field that can be tracked in our systems when we create a invoice, to add what the cost of the item is vs the item sold cost and have it not printed when it comes to invocing a customer? i do alot of sales and like to know what im making on any item, is there a way to add that into zoho invoice?? It would save alot of time on my end when im creating invoices to see how im doing on a month or weekly basis
Minimum balance against service.
Hi, I am using zoho subscription and zoho Invoice for one of my application. In my application, Customers will pay in advance for the services that they may use. Then at the end of the month when an invoice is generated, it should be balanced off with the advance payment that is already done. Also, Customers should be able to top up the balance. They should always keep a minimum balance of a fixed amount. How can I achieve this in zoho ? Can I achieve this just by using invoice and credit-note
New column : "coefficient"
Hi ! Is it possible to create a new optional column "coefficient" I'm in a renting business and when the duration is more than 1day, we put a coefficient like this : - 1d = 1 - 2d = 1,5 - 3d = 2 ... For moment I will to multiply every product... So if there was a coefficient column it was wonderfull for renting business guys ! Thanks
Placeholders in email template
Would like to have a placeholder for Project Name available to put in the email template for invoices. Also, is there a lookup for ALL placeholders that are available? Additionally, below is a wish list for Invoices. Some of them may be possible but I haven't figured them out: Web: Projects: link projects when changing a project name Invoice creation: default checkbox to selected to include all expenses save preference for how to sort data on invoice - "Group By tasks and users" and show in item
Zoho Projects and Zoho Invoice(Books) Integration
I keep getting this message It looks like an organization has already been integrated with this portal. Also, your ZSC key has recently been regenerated. Please update the credentials and try again.
While adding Customers through webrequests, some information are not being registered.
This was my final JSONstring: {{ "contact_name": "AutomationTestingF_PrajwalRaj", "first_name": "AutomationTestingF_PrajwalRaj", "company_name": "Insta", "email": "xyz@abc.com", "phone": "9999999999", "mobile": "9999999999", "billing_address": { "attention": "PrajwalRaj", "phone": "9999999999", "mobile": "9999999999", "pin": "232423", "zip": "232423", "address": "grerte rt erte" }, "gst_no": "AAAAAAAAAAAAA", "gst_treatment": "business_gst" }} Here, Customer
Organization address not display in final PDF (from Zoho Templapte)
Hello, I have setup the Organization Address Format as following: Settings > Preferences > General: ${ORGANIZATION.STREET_ADDRESS_1} ${ORGANIZATION.POSTAL_CODE} ${ORGANIZATION.CITY} ${ORGANIZATION.COUNTRY} The address is correctly displayed in the preview page. But I have notice that the final PDF sent to our customer doesn't display the full address as setup. Only the country is there. I tried with all templates available, dans checked the "Show Organization Address" box. Only the country is displayed,
How to send an invoice ahead of the invoice date
We need to be able to create and send a recurring invoice about three weeks ahead of the invoice date. Can this be automated? How would it be done? The scenario: We provide a service to our customers for which they pay annually in advance. We need the invoice date to match the service start date because we are on accrual based accounting, and the invoice date determines the date that the revenue is booked. Our customers, however, need to be notified about three weeks ahead that their service renews
Pre-paid service tracking
I currently offer my clients the ability to pre-pay for services in blocks of 40 hours. I would like to be able to do the following; 1: Clients pre-pays for $1000.00 worth of future service. 2: I enter the payment into Zoho Invoice, and client receives an email showing $1000.00 credit in his account. 3: Everytime I service the client, I create an invoice for the work, and enter the payment against the clients existing credit. 4: Client receives the invoice of the work performed, along with
"Payment gateways have not been set up yet."
I keep getting this error when I try to email an invoice, despite the fact I've (seemingly) synced my Paypal and Stripe accounts. What do I need to do to get this working? Error is below. Online Payment Options Payment gateways have not been set up yet. Please set up a payment gateway for online payments or remove the online payment link in the body of this email.
Paying on time discount on Estimates/Invoices
Looking to see if there is a way to provide an incentive (or penalty/late fee) for when a customer makes their payment. For instance, is there a way in an estimate to say if payment is made on 'this date" it is this price (to incentivize prompt payment or to give a discount) and say if made after that date it's 'this price" (that could be a late fee)? Almost like a 'it's this price due on this date' and then under it, it says 'it's this price if payments are made after 'xx days after initial date?'
VAT number
I require my VAT Number and my Client's VAT Number to be on all Printed Invoices. It would be great if I can input the VAT number in the account level and get it automatically in any invoice done to that client. Thank you
Zoho Invoice integration with Xero
Hello, Do you guys foresee any integration between Zoho Invoice and Xero? It would be wonderful to have invoices being imported in Zoho as soon as they're delivered, so they can be reconciled and accounted. Thanks, Fred
2 or more salespersons on the invoice
Can I assign 2 or more salespersons on the invoice?
Customize the Payment terms
Hi all, in Italy it is very common to have different payment terms like: Wiretransfer at 30 day from the invoice date Wiretransfer at 60 day from the invoice date etc... etc... Could I customize in some way the invoice to have this kind of payment terms appear? We also do Invoice with payment terms splitted in more than one tranche like Wiretrasnfer at 30-60-90 days from the invoice... how could zoho invoice deal with this? Thanks in advance, Filippo
Formatting of Discount on Invoice
When I use the Discount feild on my invoices, the field label prints as follows: Discount(10.00%) This is not a major issue, but the formatting looks ugly without a space between Discount and the parenthesis. Can you please add a space there? Also, is it possible to show the discount without any decimal places (e.g., 10% instead of 10.00%)? Thanks, Donny
Changing email for Super Admin on Free Account
I want to change the email for my Super Admin user in Zoho Invoice. I have the free account, so I only get one user, and it won't allow me to change my email. It seems like you need to switch the Super Admin to someone else and then change, which obviously can't happen with one user. Do I need to upgrade in order to change?
Invoice expense summary
Is there a way to include an expense subtotal for multiple expenses in an invoice?
Contract Management
I own an outdoor advertising business and have been using Zoho Invoice for about 6 months. I must say that I love the functionality, ease of use and benefits it gives me. One major option that I could use is a module to management contracts. Some things I would like to have are: keep up with start and end dates, remind me when a contract is about to expire, be able to attach my docs to it, be able to add notes for potential new clients, etc. Does Zoho offer anything like this now? Can I add a contract
Getting this Error while Creating Invoice "Invalid Element gst_treatment_code"
Hello Zoho, I am easily using Zoho Invoice without any errors till today. Today when I am creating any INVOICE getting this error - Invalid Element gst_treatment_code Getting this error when I use Save and Send function. I am NOT GST registered, so why I am getting this error. My portal name - serpwizard
Exporting detailed
Dear support team, I would like to export an invoice that shows projects and expenses to get more detailed information regarding which tasks compare to which invoices. After adding several items, I managed to get a lot of detail from the invoice export, however I would like to be able to get the dates of the timesheets from where the invoice has been generated from. How can I achieve this? This would be the structure that I have in mind: Timesheet date/entry Invoice number Customer name Item name
Problems with Swedish characters when importing
Hi, first of I l really LOVE your product but I have one major problem right now: When I try to import contacts from Gmail I get ���. It all looks good in the pop-up, I see ÅÄÖ, but when I have imported the contact and look in the list I only see this question marks. Is this a know bug? I haven't seen any reports on it... I also have a request - it would be great if it was possible to sync contact date between Invoice and Gmail. I don't use Zoho CRM because it is to much for me so syncing back
How can I change the invoice as paid at App?
Hi there, My invoices are overdue because I have no idea how to mark them as paid. I found usage online, but I could not find how to change them as paid at application. Does anyone can help me with this? Thank you!
invalid valid passed for file name
I cannot attach pdf files. the names do not contain any strange characters and are named similar to other files that were updated succsffully one day ago. I tried to have a chat on line but she was useless and wasted my tim, I really need this addressed quickly so I can invoice my client
IRPF in Zoho Invoices?
In Spain, some times, in one invoice, you need to add two different taxes: one positive (IVA) and one negative (IRPF) Are you planning to add the possibility of adding two different taxes in the same invoice? Thanks!
Previous/Unpaid Balance on Invoice
Hello, How do I get my customer's unpaid outstanding balance to automatically show on their invoices? I'm assuming there's a %placeholder% to get this information to appear. I want it to show something like: %InvoiceTotal% (current invoice's total) %PreviousBalance% (customer's outstanding balance due from previous invoice(s) ) %TotalBalanceDue% (current invoice + unpaid previous invoices = TOTAL) Right now, I can only get their outstanding balance to show up if I manually add it into the invoice
Retrieving invoices via the API - error This user is not associated with any organization
Hi, I am trying to retrieve invoices for a particular company. If I use this request: GET https://invoice.zoho.com/api/v3/invoices HTTP/1.1 User-Agent: Fiddler Content-Type: multipart/form-data Host: invoice.zoho.com Content-Length: 0 Authorization: Zoho-oauthtoken 1000.8eb42651497dc8d0859bfad74af4753f.0a863a2dccddb0d7375df14fe4xxxxx X-com-zoho-invoice-organizationid: 3229705000005137583 I get this response: {"code":6041,"message":"This user is not associated with the CompanyID/CompanyName:3229705000005137583."}
Custom Email text for scheduled sending of invoices
I can only edit email-text when directly sending the invoice. If I schedule the sending process, I don't get the message window.
How do I change my billing increments to 1/10th of an hour?
Currently my invoices bill in very small increments and I would rather bill in 1/4 hour increments or 1/10th hour increments. Thanks.
How to show contact name and telephone number ont the invoice
Can anybody show me how to do this?
Employee (user) cost rate?
Is it possible to track user (employee) cost rate?
Department Setup?
Hi, Is it possible to set up company departments in Zoho Invoice? If so, is it possible to add users to specific departments? Is it possible to restrict users to their department dashboard, invoices, and timesheets? If it's not possible, what is the best way to set up Zoho Invoice for a company that has several departments and needs to have an admin with dashboard, invoices, timesheet access to all and department managers who only need access to their department?
Total value after deducting discount off the subtotal does not show on quote
Hi we need help in this issue, I copy and paste because in the other forum doesn´t show the answer. Although In tried all possibly suitable fields, the total value after deducting discount off of the subtotal of all product items does not show on quote. Example: Product1 price: 100 Product2 price: 200 Subtotal: 300 Discount: 10% Total after discount: 270 --> This value does not show! This is a critical issue for our company, please help.
Retainer invoice query for newby
hi all, ‘I realise this must be a dumb question but I have searched and cannot work this out. I’d appreciate some one syllable instructions please. i am an artist and I do commission pet portraits. I require a 20% deposit up front prior to commencing the work and the balance on completion. So, do I create a retainer invoice for the total amount and send that with instructions for the 20% in the terms and conditions? Then apply that payment to the restrained invoice. Then send a final invoice? Or....
Merging 2 Organisations So I can switch between them in the app
Hi there I have 2 companies that I have set up independently and I wanted to add them both to the iOS application, but I can only see a way of creating a NEW organisation rather than adding an existing one. does that make sense? Many thanks Jim
Search tiem by any contains text of item name or SKU when create Estimate
Currently when I add the new item to Estimate, I need to type the correct name or SKU from the start of text for example LENOVO ThinkPad SKU: LENOVO-THINKPAD LENOVO IdeaPad SKU: LENOVO-IDEAPAD Should we just type "th" or "id" instead of "lenovo th" and "Lenovo id" to search?
Next Page