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.
Xero Integration with Zoho CRM
Hello! Suvichar Technologies, our partner, has developed an integration utility that lets you sync your Zoho CRM accounts, contacts and invoices with Xero (a popular Accounting package). Vinay Joshi, CEO of Suvichar Technologies, has posted about this integration in our blogs. Read More. Do try this integration and let us know your feedback. Regards, Sharanya R The Team Zoho CRM
Tax Not Adding to Total!
Hi, Taxes are not adding to the total invoice amount. Please advise. Thank you.
How to select invoice template via api ???
How can i set the invoice template when i add an invoice via api (https://invoice.zoho.com/api/invoices/create ). Thx
Zoho Invoice: Playing Back 2023
i need to add button in deals of zoho crm and after clicking button the sales order is need to generate with items details that are in sub form of deals
Early Pay Discount Terms
Does anyone here have early pay discount terms with customers/suppliers? I'm really hoping there is enough critical mass to get Zoho to recognize and automatically account for payment discounts. As it stands, it's a pain in the butt.
Recurring expenses
I am on the free version of Zoho Invoice (because that is all there is now, I think?) and I am looking for recurring expenses. It is shown on the website, it is documented in the documentation. But I cannot find it anywhere to activate. How do I use
"CUSTOMER HAS VIEWED THIS INVOICE" - PLEASE SPECIFY *WHICH EMAIL ADDRESS* IT WAS VIEWED BY
Please allow us to see when a specific email recipient views an invoice/estimate/etc. Sometimes, I like to CC myself when I send invoices to customers. If I open the email, Zoho Invoice then tells me "Customer has viewed invoice", which is not technically
Clients not receiving invoices/estimates - how to check clients receive it other than Portal way
Clients not receiving invoices/estimates. We discovered this problem some time ago. We always follow up and check with clients if they receive it which is annoying. Is there any option how to check that clients received it other than portal way? Not all clients wants to set up portal as some clients are one off. And how to persuade them to set up portal anyway? If there is option that clients receive link with invoice or estimate as other accounting providers, then once client click on it, we will
Need a TOTAL field without the currency symbol in Invoice email notification
I have customised the invoice email notification template to include a URL that will then populate a payment gateway with all relevant payment fields. eg. https://paypaperbills.postbillpay.com.au/postbillpay/Default.aspx?AP:BC=2998&AP:RN=999999999&AP:AM=$112.22 (above link is how ZOHO generates the URL..Note the %Total% (last parameter of $112.22) includes the currency symbol The problem is that the TOTAL field always includes the currency symbol (eg. $20.00). I just need the number, stripped of
Profit / Loss report
Hi, Now we have expenses implemented (which is great), can we have a report which shows our true profit, after expenses are taken into account? Thanks Vinay
Custom Placeholders in Terms & Conditions
Hi Zoho, Totally loving the Zoho Invoice and I am excited about revolutionizing my current workflow. I do have a question about adding custom placeholders into an estimate/invoice. For example, when I create an estimate, in the terms & conditions it will always have the following: • 50% project payment of $6,667.50 upon signing of project contract to start brand design, wire-framing + design of website • 25% project payment of $3,333.75 upon start of programming of website, or on March 1, 2017,
Sending Invoices to Vendors
Hi team, using Zoho One. In the Invoices system, I can see that 'contacts' load into the 'invoices' system. So I can send an invoice to a 'contact'. However I can't seem to load 'vendors'. Is this normal or I am missing something? I am trying to send
Base currency
How to change the Base currency
How use filter and pagination during call Zohobooks API ?
Hi Expert , I am a .Net developer . I am using rest api to get/post data from/to Zohobooks . I have successfully get/post data. Now i want to add some filter during call get api as every time i am getting all data from Zohobooks.Below is example that
Custom field in "Bill To" section
Hello, I am trying to add a custom field called VAT number at the bottom of the address that's shown in the "Bill To" section on invoices. I've created a new custom field in global Settings → Preferences → Invoices → Field Customization. If "Show in All
What's New in Zoho Invoice - Q3 2023
Hello everyone, We're back with several updates and enhancements to make your invoicing experience better. Read the post below to discover what's new. Stripe Recurring Payments (India Edition) If you have integrated with Stripe, you can use it to collect
Undelivered Mail uncategorized-bounce errors when sending invoices
Recently we have been getting Undelivered Mail bounce notification when sending invoices. Reason: uncategorized-bounce Some go through no problem some bounce back. We recently sent 10 invoices, 6 received bounce notifications. After reaching out to the
Default attachments emailing invoice
I would love to be to define default attachments (files) that are included with every invoice emailing. For example every time I email I need to attach my pdf with sales conditions manually. It would be nice if this would be included by default.
Create a rule to allow only one related contact has custom checkbox checked
As noted on this page a custom check box is needed for contacts in order to correctly sync the primary contact for each client/account: https://www.zoho.com/us/invoice/kb/contacts/crm-primary-contact.html How do you validate, when a contact is created
deposit on invoice
how does zoho invoice handle deposits on a total invloice. we do web design work and often collect an upfront (deposit) on the work. lets say the invoice is for $6000 total, we may request $4500 to start work. How would you deal with this issue?
Create invoice with other currency
After checking the internet result, I want to confirm Zoho invoice does not have the option to create an invoice/customer with other than base currency, right? For example, my base currency is HKD, but I have a customer who only accept USD currency invoice,
Send at specified time/date
I will be glad if I can schedule the message delivery time. eg. Instead of sending the inovice/estimate/reminder immediately, I like to have a schedule control. So I can choose 1) send immediately, or 2) send on [dd-mm-yyyy] Time Zone
Adding a Custom Field for Can Deposit on Zoho Invoices
I'm currently facing an issue with Zoho Invoices and I'm seeking your assistance. Here's what I'm looking to achieve: I need to incorporate a custom field to account for can deposits on my invoices. These deposits are additional charges added to beverage
Applying an Overall Discount to an Invoice
Does anyone know how you can apply an overall discount to an invoice. I know I can apply a per item discount, but this is not what I need.
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
Authorized Website Will Not Load
Hi - we've been using Zoho Invoice for 5 years with few (no?) issues. But yesterday it refused to load in any browser, with the message below (where xxxxxx is our domain name). We have made no changed, and the URL below still appears in our list of Authorized
How to personalize e-mail languages by customer?
We are serving customers with many languages. Would be very important to send each system e-mail with their own language? As I understand, currently ZOHO Invoicing does not offer a possibility to store customer languages? And also only supports one language template at the time? I hope I am wrong and look forward to your comments and instructions. In case I am not wrong, this small addition would make Zoho Invoicing much better :-) 1. Please add a custom LANGUAGE field to Customer details. 2. Please
Zoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,
Capture Bank Charges for Invoice Payments.
We've added the Bank Charges field in the "Add Payments" page both in Zoho Invoice & Zoho Books. So all you need to do is to enter the bank charges when you record a payment for the invoices. This bank charge will be included to the amount paid for that invoice. Steps to add the bank charges while you record the payment: 1. Click the "Invoices" tab. 2. Click the 'add payment' link for the invoice that you wish to record the payment for. 3. On the add payment page, include the "Bank
What's New in Zoho Invoice - Q2 2023
Hello everyone, We've added a bunch of updates to improve your invoicing experience – a new report, discount preferences, a new edition for mobile apps, and more. Here's what's new: Customer Balance Summary Report The Customer Balance Summary Report helps
I hate the latest interface change - can I have the old one back
Your new interface change is a horror for my workflow. I used the Customers page to track which customer was relevant for which specific service. I used browser search and found it one. I have over 20 customers and now I have to guess where the details are by clicking through one at a time.There's no way I can get temporary staff to find anything either. Invoices used to be easy to reconcile because I could do a search on the same page. Now I have to separately click a search button. Why? Why was
New Invoice to Include Aging Summary
I would like to click New Invoice and have the Aging Summary included (if I haven't a recorded payment to that customer). This should be included with Recurring Invoices as well. I have attached a .gif image showing an example of what I mean.
TIPS AND TRICKS #11 - Domain authentication
Emails sent can sometimes land in your recipient’s spam folder or bounce. This happens when the email address in the From field of an email belongs to a domain that does not have SPF and DKIM records. In order to prevent this in Zoho Invoice, you should
How do I include a final (with tax) price of an item?
In the table with items, I want to print the final price which includes the tax. I thought the %ItemRate% placeholder would be the "bare" price (without tax) and the %ItemAmount% placeholder would be the final price (with tax). However, either I was wrong or something doesn't work as it should. Please help me. This is my invoice template: and this is the pdf of the invoice: In the last column, the item amount is exactly the same as item rate. I need to have the total price for the item (which in
Changes in zoho.invoice.getRecords ?
Hi! The examples from zoho documentation dont work, for example: invoices = zoho.invoice.getRecords("Invoices", organization.get("organization_id")) The response is always empty. I think is because the connection is missing, but I cant get it to work.
Custom fields in Zoho Invoice
Do we need to purchase Zoho membership?Do we need to make any changes in zoho settings? How to create more then 3 custom fields in Zoho Invoice.. ZOHO Invoice Example Image i can not Find it, so please help me i also contact zoho support team.
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
Add a "Customize Report" option to not display costs in Timesheet Details report
I would like the option to choose whether or not to display the dollar amounts in Timesheet Details reports. It appears that when customizing the report, if no Customer Name is selected, then only the hours are shown in the report. But when a Customer
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