My Company GSTIN number got changed. I am trying to update the GSTIN unders settings. But it does not allow me to do so.
My Company GSTIN number got changed. I am trying to update the GSTIN unders settings. But it does not allow me to do so. I get the below error message : Cannot change the GSTIN Since taxes are associated with transaction(s). Delete the transaction(s) to proceed. Does this mean I need to delete all invoices to change the GSTIN? IS there any way out.
Arturo
Buenas Tardes, Como reactivo mi subcripción
BalanceDue vs InvoiceBalance
In customer statement you have the tag: BalanceDue In invoice settings the tag: InvoiceBalance Can you make available the BalanceDue for the invoice template? It's more logical to inform a client about all the balance, not the balance of one invoice. For 90% of users, the tag InvoiceBalance it's useless. Almost everyboy has a balance for the current invoice and almost everybody pay in full.
Is it possible to change the PayPal button on an invoice to Stripe? or is that a PayPal or nothing feature?
I'd like to use Stripe as the primary collection methods when sending invoices to clients. I can't see a way to include a link, or change the default PayPal link to Stripe. Does Zoho currently support this?
Adding Attention field to the exported PDF
Hello, is there a way to make sure that the Attention to field is in the invoice. Currently I have to manually go in and add it each time I export an invoice to a client. Once that is done then I have to go back and change it for the next invoice. If I only had three customers I could create a template for it and just use that. But we have many customers and it is very time consuming when I am sending out 20 plus invoices at a time. Can this be put into a suggestion for future feature that Zoho
Add feature to of send recurring invoices X days in advance
see attached picture from quickbooks please integrate the same I created a recurring invoice which runs every 1st of the month and is DUE on receipt (rent bill) and I want the system to email it to my customer 2-3 days before to my customer. in quickbooks you can do that, you choose how often the invoice runs and you can also choose how many days in advance to create it so in short I want 1) Invoice date AND Due date to be 1st of the month 2) System should mail it 2-3 days in advance Thank you,
ZOHO INVOICE SIGNATURE
HEllo, on zoho crm all the users have their own signature... I don't find where to manage this feature on Zoho Invoice ? tks for your help Maya
Zoho Support and Zoho Invoices integration?
Is there or will there be support for Zoho Invoices from Zoho Support? I have found the ZSC Key but I don't know where to put them now. Thanks, Eddie
AUTOMATIC REMINDERS - CONTACT EMAIL
Hello, The automatic reminders are sent directly the the mail email adress of the company. It will be great if you modify the recipient by the one which receive the invoice. Let me explain : info the reminder is sent to info @ coca.com --> the invoice will never reach the accounting department. if the reminder to pay is sent to the accounting department which receive the invoice we have more chances to be paid. Thank you Maya
How to create a rectification Invoice
Hi!I have to do a rectification invoice and I'm trying to do it with zoho invoice like always. The problem is that I cannot save the invoice, when I try it, the system show me this message "La factura se puede crear solo si la cantidad total es mayor que cero." that means "The invoice cannot be saved with an amount 0". Could anyone help me? Thanks a lot! Dani.
Invoice Background Image
Hello, I've edited some invoice templates to include a background image. In the Edit Template section, I can see I have uploaded a background image, and I can see the preview of my invoice template where it correctly displays the background image. However, when I actually generate an invoice, there is no background image. It does not display as I'm creating the invoice, nor does it display in the emailed version sent to the customer, in the PDF, nor seen if looking at the invoice via the client portal.
Can't access Zoho Invoices after receiving a request to join from Zoho invoice account owner
Dear Zoho Team, I have created a zoho email id. My office back-end team wants me to join the zoho invoices platform. These are the steps I have followed so far: 1. Email id created and login successful. 2. I receive a request to join Zoho Invoice. 3. I accept the request but I receive an error that "An account already exists for this email" - Screenshot is attached below. Please help urgently.
What is the function of "Payment Terms"?
While creating a customer, we can see a field "Payment Terms" and we have the options "Net 15, Net 30, Net 45"... Just to clarify: what is that, I mean, what does "Payment Terms" do exactly? In addition, I'm from Brazil, so I have no idea what is the meaning of initials "Net" (like "Net 15" for example). Is it about working days? I've just generated a new invoice to myself for testing purposes and I could see that, if we leave the Payment Terms as "Due on Receipt", 1 day after the invoice shows a
Expense Descriptions on Reports
How to show expense descriptions in expense reports?
Cuentas gratuitas
Tengo una pregunta, Actualmente tengo 5 cuentas de correo configuradas de forma gratuita, si quiero tener una cuenta adicional debo pagar con el plan lite, debo pagar 1 dolar por cada cuenta o por cada cuenta adicional?
How to Add CIN (Company Incorporation Number) of Private limited company on Invoice?
Hello, I run a Pvt. Ltd, Firm and according to ROC law, each document that is issued by Pvt. Ltd. Company should have the CIN mentioned on it. Accordingly, can you please help me to understand how can I customize all my document headers to include the CIN on it? http://corporatelawreporter.com/2014/04/04/corporate-identification-number-cin-mandatorily-mentioned-letterheads-1st-april-2014/ Regards, Anand
How to customize bill to address and shipp to address on invoice?
Hello, Can you please help me to understand how can I modify the bill to and ship to address on my invoice? Required format - Bill to - ${CONTACT.CONTACT_DISPLAYNAME} Additional Line: ${CONTACT.CONTACT_Salutation} ${CONTACT.CONTACT_first_name} ${CONTACT.CONTACT_last name} Additional Line: ${CONTACT.CONTACT_Mobile_Phone} ${CONTACT.CONTACT_ADDRESS} ${CONTACT.CONTACT_CITY} ${CONTACT.CONTACT_CODE} ${CONTACT.CONTACT_STATE} ${CONTACT.CONTACT_COUNTRY} ${CONTACT.CONTACT_GSTIN_LABEL} ${CONTACT.CONTACT_GSTIN}
Invoice in Marathi Language does not show Marathi Language details when exported as PDF
Hello, When I export the Invoice with having Customer details in Marathi Language, the pdf does not show the localize text. Can you please help me with this? Regards, Anand
Custom Field Zoho invoice - Not populating on invoice
Hi, I've created a Customer field for my customers for the VAT number (for EU customers). I have gone into 'More Settings' and added it under the address fields, however, when i create the invoice - the field label appears - but the contents do not. How can I fix this?
Invoice API PHP example
Hello, I'm trying to integrate with zoho, but I have some issue with API, Please provide same php example of using api, e.g how to get list contact I tried to use : function listCustomers() { $authtoken = '2f89455f7767e00d28ea38ee0baa7837'; $Organisation = '37517635'; $url = 'https://invoice.zoho.com/api/v3/contacts?authtoken='.$authtoken.'&organization_id='.$Organisation; $ch = curl_init($url); curl_setopt($ch, CURLOPT_VERBOSE, 1); curl_setopt($ch, CURLOPT_SSL_VERIFYPEER,
Postdated Cheques
Hi there, Is there a way to enter postdated cheques and keep a credit on the account for future invoices?
Regarding invoice
HI, I am using zoho invoice api for my application, Here if previous month invoice is not paid then in the next invoice I need to add interest charge as penalty(for previous invoice amount). How can I achieve this, I seen API documentation There is no way to add Interest penalty to the invoice amount. Thanks.
Invoice
hi, Do you have any samples C# code for Zoho Invoice API integration with C#?
Regarding zoho Organizations.
Hi, I am using zoho invoice for my two applications. And I am using zoho API in my two applications too. I Have created two organizations with my zoho account and I can able to access zoho invoice through zoho UI. My doubt is could I able to use two organisations for my two applications simultaneously using zoho invoice api with one zoho account(considering one account charges of plan for invoice), or It's not possible to use simultaneously with one account. Thanks.
How can I adjust the business address for different Invoice templates?
Hello! I create german and english invoives. My probpem is: On the german invoice, I don't want to have the country placeholder for my business address. On the other hand - I need this feature for my english invoices. If I change this item on one invoice - it gets changed on ALL invoice templates. How can that be fixed? Thanks in Advance Patrick
Suggestion - Credit Limits
Hello, I'd like to suggest a new feature for Invoice. I'd like to be able to set a credit limit for each client and to see a report showing how close to the limit each client is. When posting an estimate or invoice a warning should appear if this would take the client over their credit limit. It should also be possible in the settings to set a default credit limit for new clients which would be used if a specific limit is not set for that client. Regards, Mark
Changeable invoice notes?
In Invoices: Settings > Preferences > Invoices. I've filled in what my husband often likes to put, in his invoice notes for customers -- but he doesn't want it to ALWAYS appear, but cannot remember the text on his own. Is there any way to save that as a notes "option," and call it up into the invoice, the exact same way, "on demand?"
Edit item details
Hi! I'dl like to edit the Quantity section, in the item details field. It always appears Days generically but i'd like for it to be Hours. how do i do this? Thanks, Alberto
Access to Zoho Invoice offline?
Hello, I see that zoho invoicing is a cloud based system which very useful. However, since I am in the process of integerating it to my business, I want to know if we can use it incase there is a temporary unavailability of internet due to unforseen circumstance. So, can your system be used in "Offline Mode" to create invoices without net access, and synchronise again when net becomes available? since, our business cannot stop even if internet goes down for a while.
Export Expense Attachments in Bulk
Greetings, Is there anyway to export expense attachments in bulk? Thank you.
How to show two taxes in an invoice
Hi, I have two taxes and i'dd like to show them on my invoice. Now the tax rate is calculated butthere is only one line Tax with the sum of my two taxes. on my invoice, i'dd like to have sub-total ______ TPS _______ TVQ _______ TOTAL ________ is it possible? Thanks
Zoho Invoice - Timesheet entry sort order is inconvenient
Before, I think the default was sorted according to Date. In the last month or so somehow this has changed to Task order. And even if I sort by date, it resets itself next time I log in. I believe default should be date in descending order... i.e. most recent dates first. Or at least leave the sort order I set to last and don't keep resetting it to Task order Thanks
why does this say this Estimate cannot be raised for items that have been deleted or marked as inactive.
Estimate cannot be raised for items that have been deleted or marked as inactive. trying to clone an Estimate
How do ask for a read receipt on emailed Invoices?
How do ask for a read receipt on emailed Invoices?
Legal invoices
As you may have noticed several countries like Peru, Chile, and Colombia have started to standarize a similar invoices format so I was wondering what would be the format for integrating that with your ZOHO Invoice platform
Are there any plans to add a Polish language into Zoho Invoice?
I have Polish customers and it would be much easier to have a possibility to translate the templates: invoice, estimate, payment confirmation. Is it possible to do it? or maybe you plan to add this feature?
Generating invoices from CRM for multiple clients
We currently use Zoho CRM. We invoice clients on an annual basis, with different clients being billed different months. We would like to be able to generate a report in Zoho CRM listing all clients that are to be invoiced that month with a list of the products they use. Then we would like to automatically create invoices in Zoho Invoice for those select clients. Is there a way to do this?
How to email a credit note via API with default email template?
Hello, I send credit notes via API using https://www.zoho.eu/invoice/api/v3/#Credit_Notes_Email_a_credit_note but without JSONString. It sends a credit note to default contact email and uses a default email template. Now I have to use JSONString because of the need to email credit notes to specific email addresses. It requires to set subject and body. But that body replaces the default email template. Is it possible to send a credit note to specific email address using the default email template?
ZOHO CRM We require invoice to show subtotal, tax 1, tax 2, grand total
I see there are many topics posted relating to this issue. We are required by law to display these items individually on the invoice or receipt. Love Zoho, but without this ability I am afraid we will have to look for another crm provider. Please tell me there is a way to fix my invoice templates to display the subtotal, tax 1, tax 2 and grand total individually. Specifically we require Subtotal: $ GST: $ PST: $ Grand Total: $
Search button at new estimate window.
Hello; Is there any way to see the item description when creating a new estimate? Below there is an example. We have a coded items list and the item description is more familiar for us. Searching items window shows you item name only. Thanks a lot for your help.
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