Invoicing currency deferment from purchasing currency
Hello, we are purchasing stock in USD$ and selling in GHS. is there and option to create a price list and INV automatically in GHS? i.e Zoho to convert USD cost to GHS price by INV date of currency value and add margin to the final customer INV. Another example, we purchase product X in 50 USD and sell it 2 weeks later with 15% margin in GHS. Zoho to add 15 to add 15% margin and convert to currency of the same date (2 weeks after purchasing). We use Zoho invoice and Zoho inventory modules. Thanks.
Is it possible to Accept/Deny booking by others who was delegated by calendar's owner?
Normally when I got an email notify for a new booking in calendar, I proceed accept/deny the booking. But when I am on leave, I forward email (automate) to my colleague who were delegated as manager to manage the calendar on my behalf Is it possible for them to accept/deny the booking for me?
Down payments
Still looking for a way to setup down payments. Our terms for payments are 40/30/30 -Milestome payments. I have no way to setup this in the invoices. Our customers need 3 invoices. I can send a 40% invoice, then a 30%, etc. But I don't have any controll about the overall amount. The only way is to do all 3 invoices at the start and "mark as send". Later edit nr. 2 and 3 and send to the customer. In this case I have to setup a virtuell due date for invoice 2 and 3. what don't work. And I can't
invoice in negative amount
In Spain is necesary create invoice with negative amount. How can I do it?
Edit or Delete Invoice Items
When creating an invoice, I can go to Item, then 'Add Item' with Name, Description, Rate and Tax. Now, how can I 'Edit' an item if I want to change a field, so that everytime I choose it from the list, it has the new information? And, how do I 'Delete' an Item from the items list?
API issue - Not working on other server
I am using the following API : https://invoice.zoho.com/api/v3/invoices?authtoken=xxx&organization_id=xxx&search_text=KPS+TRANS+SOLUTIONS+PVT+LTD which was working perfectly. But now this API is not working on my server and its working on others Can anyone help me in troubleshooting ????
Facture périodique
Bonsoir, Je voudrais créer deux factures périodiques pour un même clients, mais avec deux adresse de livraison différentes. Le problème est que lorsque je modifie une adresses de livraison, elle est également modifiée sur la première facture périodique. HELP !!! Merci à vous. ------------------------------------------------------------------------------------------------------------------------------------------ Good evening, I would like to create two periodic invoices for the same customers,
Forte Canada - Zoho Invoice
Hello! I was hoping to get an answer if we can do the following. We currently have a merchant account with Forte and are looking at Zoho. - Add a customer's credit card or ACH details to their profile - With this saved information on file, process payments against due invoices as needed. ALSO - Add a customer's credit card or ACH details to their profile - With this saved information on file, automatically process payments against reoccurring invoices This would need to be in Canadian funds (Forte
How to view contacts combined activity log?
I have an account with hundreds of contacts, I need to view his log of activities with ALL his contacts (comments on calls to contacts, estimates, invoices updates etc) - all ordered by the time of their execution - how can I get this data directly from ZOHO Invoice? This is really critical for me being able to manage my sales organization activities around the world. Note that all the relevant data is already being logged - all you need to do is simply to locate all the data between a specific time
reset my account data
hi all I' trying to reset the system
You have exceeded the maximum allowed attachment size of 25 MB.
Hello Support Team As per the subject i am trying to attach only 15MB of file but it blocking to send with the captioned error email account is : rp.mahato@sabco.com.np Please try to solve it ASAP. Thanks and looking forward to hearing back from you promptly. RP MAHATO
Cannot save default actions in Invoice dialog
I want to use the same information for every invoice for every project when creating an invoice in the "Project Invoice information" dialog but it will not keep the same values each time. Specifically I want to set the "How to sort data on invoice" field to "Group By Tasks and Users", the "Show in item name" field to "Project Name" and the "Show in Item Description" field I want to use "Task Name" "Task Description" values. It should retain those values until I change them and not make me select
When cloning project in iOS app the new project is created with a blank name.
open existing project, clone it, type in name, click Save and you are taken to the new project page displaying the new name but when you click Done it takes you back to the page for the project that you cloned. click the back icon to the main Projects page and shows the new project at the top of the list with a blank name. This has been going on for several weeks if not months. It happens 4 out of 5 times when performing this process.
Zoho integrating with Ogone/iDeal payment
Dear all, I was wondering why Zoho doesn't hav a payment integration with iDeal for the Dutch/European market. In Holland almost no customers use Paypal or Google Checkout. Please check iDeal info: http://www.ideal.nl/?s=idealupdate&lang=eng-GB And Ogone: http://www.ogone.nl/en/Default.aspx As for my Zoho Invoice we actually need this integration to fully enjoy the benefits. Does anyone know what is the status of iDeal integration? Best regards, Carlos
On-line gateway partial payments
Hi - where do I find the following option when creating an invoice? Is there setting I need to activate? From the user guide: Make sure "Allow customer to make partial payments for this invoice" option is selected for that particular invoice on the invoice creation page. Only then it’s possible to receive partial payments for that invoice via online."
Started Getting "Sent Using Zoho Invoice" from Last 2 Days
I am paid subscriber and Started Getting "Sent Using Zoho Invoice" from Last 2 Days. Please fix it.
change date format within zoho invoice 2.0
Does anyone know if it's possible to change the date format display on pages for inputting data from the US format (MM-DD-YY) to the UK format (DD-MM-YY). Note, the date format option on the Organisation Profile ONLY affects MAIN display screens, NOT data input screens. As an aside, it should be possible to use UK spellings rather than US spellings - organisation vs organization. Perhaps there should be a 'locale' setting, which would provide global options like default currency, dictionary, date
Payment Terms - 20 days from EOM
Hi - it is common to have payment terms 20 days from end of month or 10 days from end of month. I am not sure on how to configure this, Can you help
HELP - Can no log into Zoho invoice (USA feature) from Spain.
How do i log into Zoho.com from Spain? I have tried a dozen ways. It keeps taking me to the .EU or SPanish sites... I had to turn my phone on to get the validation code and then the site is still .EU not .COM and the .EU site will not show me Zoho Invoice... I can not get to the .COM site from Europe.... NEED HELP FAST... this is ridiculous...
How do I create subheading in an invoice
We are test running ZOHO products so that we can use it for our operations. But we need to know the possibility of of customizing the invoice template to have a semblance of our excel template. Attached is a sample of how our existing invoice looks like. The emphasis is on the sub-topics A, B and C and there may be more or less depending on the job. Let us know if this is achievable with your invoice template customization.
Zoho Invoice Packages
I'm thinking of using the zoho invoice app. On the pricing page where it says "number of customers you can invoice"... does that mean each month e.g. where it says '5' on the free package. Does that mean 5 customers a month?
Sorry this is attachment from last post
Sorry this is attachment from last post
How to include expenses on a labor based invoice
I am trying to bill a customer for both time and expenses on the same invoice. I have all my task based hours entered in for a project using the time tracking feature. I have also entered in several receipts(billable) in the expenses section. However I cannot figure out how to pull both the labor and the expense entries into the same invoice. Any help would be greatly appreciated.
Total Sales v Total Receipts
Hello! I have a questions about Zoho Invoice. On the ,y dshboard it shows a graph of yearly income. There are 3 numbers. 1 - Total Sales 2 - Total Receipts 3 - Total Expenses. My question is What is the difference between Sales and Reciepts? I would think they should be the same but maybe I made an error somewhere? MY numbers are as below and I do not know which is correct (I am thinking about my tax filing time in April, so I want to check it early) Total Sales ¥934,491 Total Receipts ¥930,891
Is this possible to import more than 400 rows in ZOHO invoice
I am using ZOHO invoices. I work in a platform which allows buyers and sellers to meet and do business. So the our customers are primarily the sellers. We use rows for individual orders. Its natural that one particular invoice might require more rows , if the seller had more than 400 orders. Hence i need to have the facility to use as many rows as possible
Make time adjustments on invoices
Hi, When billing based on timesheets, when I generate the invoice I cannot change the number of hours billed to client. I would like to be able to do so without having to delete the line and add a new one, because I want ot use Zoho report and want to have a report on number of hours billed by employee. Any suggestion?
Timesheet, budget, estimate and invoice
Selected clients receive a not-to-exceed budget for each project. First, a timesheet project is set up for each client project. Then, within the timesheet project setup I add the budget in the budget field. Finally, I prepare an estimate from within the timesheet project, but I can't figure out how to make the budget the not-to-exceed amount in the estimate. Is this possible? Finally, will/can Zoho invoice notify me when timesheet project time exceeds the estimated budget? [so I can send a change
GoCardless
Hello I have a client registered in Zoho Invoice and in GoCardless. The email address is the same in Zoho and GoCardless. I clicked on "synchronize now" in the GoCardless integration settings in Zoho Invoice. The order has been recovered and is visible in the client account on Zoho Invoice. In the customer's account on Zoho Invoice, I checked the box "Authorize this customer to pay by direct debit". A levy was created on 27/12/17 in GoCardless. The sample was submitted by GoCardless on 28/12/17 The
Printing multiple statements
We currently have to select individually 25 statements at a time to print our monthly 150 or so statements. This is a real pain. Is there a way to print all those statements at once? (Or is that feature coming?)
Invoice Creation using API
Hi , Iam getting error like this : string(50) "{"code":1002,"message":"Estimate does not exist."}" while creating invoice through API. How to solve this. Thanks in advance.
Invoice Notes
Even when I go to, "Setting" > "Preferences" > "Invoice" > and I change the, "Notes" section, the invoices default to: "Please remit payment to:" [My Organization] [My Organization Address] How do you change this?
HOW TO ADD TAXES FOR VARIOUS PRODUCTS?
HOW TO ADD TAXES FOR VARIOUS PRODUCTS?
slowness in zoho invoice
zoho invoice's been going very slow lately. opening an invoice sometimes takes minutes, or I have to leave the account and re-enter. The connection is fiber optic and goes very fast
How to disable Invoice prefix!
Hello, I just want to use the number without prefix, I leave it blank but it doesn't change, still appear INV- Please, help.
IP has been blocked as you have exceeded the maximum number of requests per minute
Hi, when using zoho invoice API I get erro message "For security reasons your IP has been blocked as you have exceeded the maximum number of requests per minute that can originate from one IP address." How long the IP Address will be blocked? And where can I see my current amount of API calls for zoho invoice.
Zoho Invoice bug when Voiding an invoice
Hi I found a bug. When you void an invoice it marks any time on it as unbilled but it doesn't make any expenses that are on it as unbilled. So you either have to delete the invoice entirely or recreate the expenses Ian
zoho invoice or books
I am planning to build an e-commerce website based on magento. I am planning to use Magento Zoho crm Synchronization i am currently using zoho books for my other company and I am satisfied with it. My question is, which one, zoho invoice or zoho books should I choose for the purpose of my e-commerce website? thanks
Expenses and Projects on same Invoice?
Is is possible to create an Invoice that has both the expenses as well as the project done for a customer?
Tax Change
Hi, Starting from next month, tax rate is going up in New Zealand form 12.5% to 15%. Do I just change the current tax rate to 15% or just create a new one and use from next one. But leave existing one so all the invoices created with 12.5% rate are not changed ? cheers, k
Import Payments from csv file without Payment Number
Hi, I am trying to import my bank transactions directly from my bank to then match them to my invoices. However - My bank does not use payment numbers and invoice seems to need that field as it is mandatory. Is there a way to delete the field or make it not mandatory anymore? The rest of the fields seem to work just fine and I will have to match the bookings manually anyways because this is a real estate management business and the renters only give their name and address, not an invoice number.
Next Page