Cómo creo una factura negativa o de abono?
NEcesito anular una factura y crear una nueva igual pero en negativo. El sistema no me lo permite
What's New in Zoho Invoice | July - September 2025
Hello everyone! We’re back with the latest updates and enhancements we’ve rolled out in Zoho Invoice from July to September 2025. Here’s what’s new this quarter: Introducing the Singapore Edition in Zoho Invoice Share Invoices through WhatsApp GST 2.0
Cost of good field
Is there a way we can have cost of good sold as a field added to the back end of the invoicing procedure and available in reports?
How to add image to items list in Invoice or Estimate?
Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just because
Estimates with options and sub-totals
Hi It seems it would be great to be able to show multiple options in an estimate. For instance I have a core product to which I can add options, and maybe sub-options... It would be great to have subtotals and isolate the core from the not compulsory items. Thanks
Optional Items Estimate
How do you handle optional items within an estimate? In our case we have only options to choose with. (Like your software pricing, ...standard, professional, enterprise) How can we disable the total price? Working with Qty = 0 is unprofessional....
Possible to bold or indent text in the description field?
As part of one item, I often have a detailed description that would be much easier to read if there was the ability to have a bulleted list or bold text and the like. Is this possible? My last invoicing software allowed markup in the field so, for example, an asterisk meant a bullet. I haven't been able to find any documentation related to this. Any information would be appreciated. Thank you.
when I email a invoice how can i see it was sent and also were i can go to see all emails sent
when I email a invoice how can i see it was sent and also were i can go to see all emails sent?
Getting ZOHO Invoice certified in Portugal?
Hello, We are ZOHO partners in Portugal and here, all the invoice software has to be certified by the government and ZOHO Invoice still isn´t certified. Any plans? Btw, we can help on this process, since we have a client that knows how to get the software certified. Thank you.
Is there any way to bill one client in different currencies on different invoices?
I have some customers who have their currency set as USD and most of their billing is done in USD. However, from time to time I have a need to bill them in my base currency GBP for some specific invoices, but there seems to be no way of doing this that I can see. The only workaround that I can see is to create two client records for the same client, one for USD billing and one for GBP billing, but this is not an ideal situation. Is it likely that the (hopefully!) soon to arrive multi-currency support
Coming Soon in Zoho Invoice: Send Invoices Instantly via WhatsApp
We're working on bringing a new level of convenience to your invoicing experience. Introducing a much-requested feature in Zoho Invoice: You can now share invoices directly to your customers via WhatsApp! With this new option, you can: Share invoices
Trying to make zoho invoice have a button
Hello I am getting this error with the code below. Anyone know how to fix? Check and update the code in line 5 as there is a Exception : Variable 'invoice_id' is not defined // Define Organization ID (Replace with your actual Zoho Invoice organization
How Do I Change Business Location
Ive just shifted my business to a new country and would like to update my address and Business location in the "Organisation Profile" page but it is locked in the previous country. How do I unlock it / change it? Thanks
Merge invoices
This has come up three times in a month of me using the system. a client whom i do work for on a regular bases asked me to invoice separate jobs on a single invoice. I would then go and cancel the old invoices and make a new one. It would be great if i could just select the invoices and click merge to create a single invoice.
Combine / merge multiple invoices into master
Good morning Zoho! Upon looking for a solution for my issue, I found many that had my similar problem...dating 13 years ago! Please, any updates on this? Merging multiple invoices on a Master Invoice would alleviate all the extra work of resending and
Versioning of Quotes and Invoices
Would be nice if Zoho Invoice would offer the feature of saving all versions of a quote or invoice during the process - so if quotes or invoices get changed over time - a version of the old ones exist and can be reviewed and reactivated if necessary ... ;)
Data types in custom fields
Hi, I've been trying to create a custom field to enter purchase order dates , but there is only one data type in the drop down to choose from which is a "Text Box ( Single Line )". I need the "Date" Data type. Please give me a solution regarding thi
Adding the date of an expense to an invoice
Hi there, I have uploaded a whole load of expenses. I have prepared an invoice, and want to add the expenses. However I need to show the date which the expenses were incurred - how can I do this in the template? Thanks Michael
Tracking product & invoice margins and costs
We currently use Zoho Invoice and looking to understand how other people manage their product costs, margins, reporting etc. How do you know how much a particular job/invoice has made you and the costs involved? We have over 100,000 SKUs so not sure how
What's New in Zoho Invoice | January - March 2025
Hello everyone! We're excited to meet you with the latest set of feature updates and enhancements made to Zoho Invoice from January to March 2025. In this, you will learn more about the following features: Leave Organization Pin Columns in List Pages
Setting Up Auto-charges using payoneer as a gateway
I use payoneer as my gateway because of my location, however, I have a new client who wants to be auto-charged every mont. Is this possible with the gateway I use? Or does the client have to manually pay every month?
Zoho Finance Workshop 2025 is Happening Now!
Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and take
Hide/Show Certain Fields When Creating/Editing Invoices, Estimates, Etc.
Hello there, I would like the ability to hide or show certain fields for different employees/roles in my company when they are creating or editing invoices, estimates, etc.. Most of the time, we don't use half of the fields shown on the create/edit invoice
Mark up column
Is there a way I can add or change the discount column to a mark up column (which would allow me to add a % to each line item?) in estimates and invoices?
Chronicles of 2024: The Year in Retrospect
As we close out 2024, let’s take a moment to highlight the new features and updates that have enhanced Zoho Invoice in 2024. Among the exciting enhancements, we have launched a new AI-powered chatbot designed to assist you in understanding the app's features
Tax Deduction at Source (TDS)
I issued a sale invoice outside UAE , the customer apply TDS on the invoice , i checked my Zoho ( professional version ) i couldn't find the option of Enable TDS to let it appear while posting the incoming payment , please how to make it and how to configure
Apply Credit Note Automatically
We need the ability to apply open Credit Notes toward invoices generated by recurring invoice as the first, priority payment. This should be an option that we can enable/disable in the recurring profile and/or the Credit Note. Other invoicing systems can do this. I'm not sure why Zoho Invoice doesn't have it. Here's an example for a Recurring Invoice... If a customer has open Credit Notes, and a saved credit card set for auto-pay, once an invoice goes out, the credit balance gets automatically applied
Invoice an upcoming subscription renewal in Advance
How can I auto create and send an invoice for an upcoming subscription renewal in advance. Eg: Subscription stars on 1-Feb-2017, but I would like the invoice to a sent to the customer on 1-Jan-2017. (30 days in advance).
Description does not display under task on invoice
I have two companies under my zoho account. Both use Service type invoice. One will display the Description under Ttask when PDF's, the other account will not. How to display the description under task ?
What's New in Zoho Invoice | August - October 2024
Hello everyone! We're excited to bring you the latest set of features and enhancements made to Zoho Invoice from August to October. In this, you'll learn more about the following features: Unveiling South Africa Edition of Zoho Invoice Introducing Zoho
Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures
We’re updating the Authorize.Net integration in Zoho Invoice on November 20, 2024. This update may cause payment failures in your recurring transactions if the Transaction IP velocity filter is active. What You Need to Know About the Transaction IP Velocity
TIPS AND TRICKS #10 - Displaying timesheet details on invoices
Businesses that log time for projects, and invoice customers for the logged hours will need to display Timesheet Notes and Timesheet Start & End Time on invoices. By following this tip, you will be able to display the timesheet notes and timesheet history
Tips and Tricks #1: How to send automated payment reminders to customers in Zoho Invoice
Dear customers, We are starting a Tips and Tricks series, wherein, we'll be sharing insights on how you can tap into each and every feature of Zoho Invoice. We are commencing this series by discussing how you can set up automated reminders in Zoho Invoice. Receiving payments is an important part of any business as it's one of the main sources of cash inflow. Each delayed payment means that you're working with money spend from your pocket. It is therefore crucial that you remind your customers to
We can generate arabic language invoice?
Hi, is it possible to generate arabic language invoice?
Stripe Terminal with Invoice/books
Is there a way to integrate Invoice/books with a device such as the stripe terminal if you are already using their payment processing? Looking to setup a retail shop with a way to take cards on the spot.
Update on PDF Download Issues Caused by Antivirus Software
Hello everyone, Antivirus software is designed to protect your computer from malicious software and threats. However, they may mistakenly identify legitimate files and software as threats at times. This is known as a false positive. We have received reports
Fetching bank transactions SFTP or WS?
Hi! I need to read my bank transactions to use in some deluge scripts in Zoho Invoice. We use the product for invoicing and everything works ok (but it is manual for now). The bank offers access via SFTP (restriced to 1 specific IP we define) WS Basic
Enhance your PDF templates with new customization features
Hello everyone! We're thrilled to introduce a host of new updates in Zoho Invoice for both iOS and Android mobile apps! You can now customize the color of invoice templates, include bank details, add your signature to invoices, making your invoicing more
custom function update invoice oder number not woking if the invoice created from zoho books (billings)
Hi, i have workflow that will run whenever invoice created or updated which will call this custom function job = invoice.get("custom_field_hash"); jsonMap = Map(); jsonMap.put("reference_number",job.get("cf_job_id")); response = zoho.books.updateRecord("Invoices","123456789",invoice.get("invoice_id"),jsonMap,"zohobooks2");
what does Profile mean in a invoice seting up process
Dear all, I don't know what does Profile mean in a invoice seting up process. Would you mind helping me? Regards, Lam
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