Bulk Sending of Invoices
Hello We are looking to use Zoho Invoices. We will be importing invoices using CSV import and there could be up to 100 during any month. Is there a way once the invoices have been uploaded to bulk send these to our customers or do we need to select and
After import of old invoices can I mark them all paid without doing it one by one
I imported a couple of years of invoices. All came through fine but they all show past due. How do I mark them all paid without doing it one by one?
Remove 'Powered By Zoho' From Footer?
Perhaps I'm missing something, but I can't find any way to remove the 'Powered by Zoho' text & image from the footer. Is this possible?
Can only search by first name when doing new invoice
Why when you can search by any name or company when reconciling etc?
Daily Unknown Update Notification
I see this notification on a daily basis popping up in the middle of the screen, We’ve fine-tuned Zoho Invoice under the hood. When you find time, refresh this tab to experience the latest Zoho Invoice. When I ask for support, they say it's an "optimization
Invoice Import Issues
Hello, I am trying to import customer invoices for customers that have the same first and last name but cannot do this with the current ZoHo functionality. I can see that the API provides us the ability to give a customer ID when importing an invoice; however, the standard import functionality will only give us a CSV file field composing of only a first and last name and not something discriminating such as a date of birth or another unique identifier. This is also the issue when trying to import
help: "zoho.invoice.update" stopped working today
Hi, I have a script that uses zoho.invoice.update("Invoices",organization.get("organization_id"),invoice.get("invoice_id"),fields); and today it stopped working. Is this something with zoho? I see also info zoho.invoice.getRecords does not work. I tried
KSA e invoicing template
Not editable format Unnecessary Spaces resulting one invoice on 3 pages can not move logo and QR code
file name of invoice attached to email
Hi, when I send an invoice from within Zoho (or indeed export to pdf) it automatically names the file with just the invoice number. Is there a way to change the name of the file? say for example to use the placeholders for company name etc? What I'd like is for the files to be called 'Matthew Gough Ltd Invoice No. %invoice number%'.pdf or something similar. thanks in advance, Matthew
Retainer Invoice need Tax lines in UAE
In UAE we need o give retainer invoices and tax must be mentioned like invoice. How can we do it? OR can we bring Invoices template to Retainer Invoice? Philips
Discount amount on invoice
Hi, For example, I have a client who orders 1000$. I give him a 10% discount, so his price is 900$. But, rather than showing the discount percentage (10), I would prefer to show the figure (100$) in the discount column. Is this doable? Real numbers look
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 ?
Mark invoice as "paid" within Zoho CRM
Hey, i included our Zoho Invoice account into our Zoho CRM account and used it seperatly before. Now i wanted to mark an Invoice as paid within Zoho CRM in the associated contact, but there is no such option. How can i archive this without switching to Zoho invoice? Cheers
Zoho for the contractor
Do you have a Zoho for Contractors not just for sales -time tracker for a job -time checkin for other people that are on other jobs or on the same job -stock charges -fuel just a way to keep track of the day to day on the go
define automatically expiration date of a quote
hi, how can i define automatically the expiration date of a quote? example: expiration day = Today() + 30 days
What's New in Zoho Invoice - Q1 2023
Hello everyone! We're excited to share the latest features and enhancements to Zoho Invoice. With payment gateway integrations, tax-related enhancements, and highly requested feature updates, there's a lot that's new! New Features Apply TDS to Transactions
Change Fonts in email templates in Invoice
Hi there, When emails are sent from Invoice, the font is horrible! Is there a way to change the font in the email templates? Thanks, Richard.
Staged Payments
Hi I need to know how to set up an invoice that has staged payments. For example Client has a total invoice of £5000. Each Month they are to pay £1000 which I invoice for. However i need every subsequent invoice to show the amount paid and the amount due. Hope you can help
Contest Alert! What's your #MyFirstInvoice story?
Hey freelancers and business owners! While you're caught up in the bustle of growing your business every day, we wanted to remind you to take a breather; to pause and reflect on how it all began—with your first invoice. Every business's first invoice
Rounding a Project Task's total hours instead of each timed entry
Hi. I'm new to Zoho Invoice and have been loving it since switching over from my previous time tracking and invoicing app. One major difference, though, is how it handles rounding. I noticed today an invoice with an amount much higher than expected. The
How can we sort items in Zoho Invoice
We are trying to write a script which will sort and group the items in Zoho Invoice. However we have performed grouping but we are unable to sort the items. Can anyone help?
Associate a certain contact with an Invoice/Estimate
When an estimate or invoice is created for an account with multiple contacts, the system should force the user to pick one at the time of estimate or invoice creation. Also, when emailing the estimate or invoice, the option of choosing one of the multiple contacts must be present.
Celebrating 15 years of Zoho Invoice!
Dear Zoho Invoice community, We are thrilled to announce that Zoho Invoice celebrates 15 years on March 28, 2023. It has been an incredible journey, and we are grateful to have had your support throughout the years. We have come a long way since our inception,
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Getting this error when I try to log in to my email. Does this mean the server is overloaded? Any idea when my email will be accessible again?
Merge Customer (and related invoice/payment etc) for wrongly created customer records
Hi all, Some of my staffs created two (or more) customers, hence duplicate records and already associated invoice, and payment history (closed invoice). It made the sale figures very confusing and we need to tidy it up. I search the forum and learn that I cannot just delete the customer as invoices and payment history are associated. I tried to convert paid invoice to open (so that I delete and recreate them. But I cannot convert invoice because it is not DRAFT. Anyway I can fix this? I am sure many
No history on recurring invoices
Hello..We make extensive use of the recurring invoice function. And we also like to see when a customer opens that recurring invoice to make sure it did not end up in spam, etc. However, the history on recurring invoices is only limited to when it was
Can't move a Contact to a different Customer
I have a Client/Customer that has two Contacts. One of the Contacts has changed jobs and moved to a different Company. That Company is also a Client/Customer in my account. It seems that there is no way to move a Contact from one Client/Customer to another.
Highlights of Zoho Invoice's 2022
Hello everyone! We hope your 2023 had an amazing start! As excited as we are for the opportunities and challenges that await us this year, we wanted to properly bid farewell to 2022. Our team at Zoho Invoice has been keeping busy this past year with constant
Adding Percentage Fees to Invoice
Is there a way to add a percentage fee to the invoices? Such as a service fee or processing fee of 20% and 35, respectively, of the subtotal that would add to the total the same way the discount percentage subtracts?
Is it possible to add a field for Tips to the invoice?
I'm wondering if it's possible to add a field to the invoice for the customer to add on to the requested payment, like a tip for example? Thanks!
Round off - adjustment of invoices
According to Italian tax law the amount of taxes must be rounded off. When the total is xx.5 or less, you must round off to xx (no decimal) When the total is xx.6 or more, you must round off to xx plus 1 e.g. 1) total 100.50 you must round off to 100 2) total 100.60 you must round off to 101 Any solution, please Thanks
Markup expenses on a project
How do I markup project expenses such as printing, etc?
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.
When will ZOHO invoice offline be available?
Basic features like creating/editing invoices and recording payment should be available offline with the ability to sync with the cloud when the program is back online. We should have the ability to do simple data entry in the program, it doesn't require
Advanced Customization Options in Templates
Hello everyone! This update is all about transaction templates. We've brought in advanced customization features that will help you create and send truly professional invoices, with a bit of festival cheer. Keep reading to learn more about the advanced
Round time to nearest 15 minutes, half hour, or hour?
Hello, So far I'm very pleased with Zoho invoice. I freelance so most of my work is hourly. In order to make things cleaner for myself and for my clients, I was wondering if there is a way to round the time to the nearest quarter hour, half hour, or hour. So if I log 2.73 hours with the timer, it would round it to 2.75 on the invoice if I choose it to round to the nearest quarter hour, or 3.00 if I choose to round to the nearest hour, etc. Thank you.
What's New in Zoho Invoice - December 2022
Hello everyone! This month, we bring you feature enhancements and some interesting iOS app updates. Here's what's new in December: Customize Reports with Multiple Parameters Customize reports based on multiple parameters by adding up to 3 parameters in
Multiple Estimates in one Invoice
Is there a way to group a bunch of Estimates into a single Invoice? For instance, I have EST-1 with a 3 USD of a service fee, EST-2 with 5 USD and EST-3 with 4 USD, all belonging to the same customer. I would love to turn each Estimate on a item line of a one single invoice for a total of 12 USD. Thanks!
Zoho invoice -> Accounting system
Hello All. So I have been using Quickbooks Desktop forever. I setup Zoho Invoice and have been processing a few invoices and it works well. Now I am wondering what others do for the accounting system integration. To me Zoho Invoice and other invoicing
Pdf print 2 page
All , i am new in zoho i try to download invoice but its showing me 2 pages invoice as i attached also stamp and signature but invoice is not that big long then why its convert in 2 page after downloading in pdf
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