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
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?
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