Add Profit & Loss Report to Zoho Invoice
All the data needed to make the report is already collected. It would be great if a report could be generated like in zoho books.
"Check to add budget" option missing when creating a new project
Hi, I need to add a $ budget to a new project and then track the spend (timesheet logged) for that project so I don't exceed the budget. In the documentation (https://www.zoho.com/in/invoice/help/timesheet/timesheet-create.html) it says there is a checkbox
How to disable my signature that is added to every Invoice notification
In my 'Invoice Notification' emails, there's an extra signature. This signature is not in the mockup of the email and gets added when sending the email. See screenshot. Can you please point exactly where I find the setting to switch this off? regards, Doron I've posted this question also here: https://help.zoho.com/portal/en/community/topic/signature-18-12-2012
Custom quote Formulas
Hi Is there a possibality of getting a custom qoute and invoice. I need me quote to show my rate*Service*Days.For example 5k x 2 Macbooks for 2 days witch need to amount 2 days as i run a rental company.
How to change Emailed invoice button from "Pay Now" to "View PDF"
When I send a paid invoice to a customer who has paid in full as a receipt, it is awkward to have tell them to click "Pay Now" to view the paid invoice even though they have already paid in full. Can this green button be changed to say "View PFF" instead
Weekly and Monthly time log missing
Hi, I am trying to find the weekly and monthly time log as per the documentation (https://www.zoho.com/in/invoice/help/timesheet/timesheet-logtime.html). Have these options been removed or moved to a different location? Kind regards, Sunil
How do I add a past unpaid balance to a new invoice?
I'd like to add my customers' unpaid balances to each of their new invoices as a reminder, but I don't want to charge them for the unpaid balance twice by adding it as a new item. How can I get around this?
What's New in Zoho Invoice | Jan - Apr 2024
Hello everyone, We're glad to meet you with the latest set of feature updates made to Zoho Invoice from January to April. Keep reading to learn more about them. You'll learn more about the following feature updates: Safaricom M-Pesa Integration [Kenya
Custom fields in Invoice Template
Namaste, Need to add two custom fields to my invoice template, Project Manager and Project Number which can be entered at the time of invoice. Is this possible? Any help is greatly appreciated. Thank you, Sri
How to update custom field for each invoice item by deluge ?
I have below code to try to update custom field named "Com". When I run it, I get this error message "{"code":15,"message":"Please ensure that the invoice_items has less than 100 characters."}" The reason I tried this way is because I didn't find how
Zoho Invoice Will Soon Discontinue Support for Older Browser Versions
Hello users, Starting from May 15, 2024, Zoho Invoice will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than
Zoho Finance Refresh Token doesn't exist
I am using the same URL that I use in the CRM authentication process, just passing in the Finance scopes instead. In doing so, there is no refresh token that is generated. We have automated processes that require the ability to refresh automatically and
Sending invoice to vendor name
Hi team. We need to be able to send invoices to our vendors often. I can only see a spot where it searches (customer name) and then also I found accounts. However I need to send invoices to my vendors (Under their business name and their business address,
How to change Item Table titles from "Task & Description"
When editing a custom invoice template using a custom layout. How do I change the columns and/or the titles of those columns for unbilled time that has been added to the invoice. Below is a screen shot of what I would like to change. The use case: We
Estimates & Invoice - Mark up on items
it would be awesome, if i can add an mark up to my items. Items would show my wholesale cost and then the mark up on an item (percentage), this of course will not be viewable by my customers. thanks for the great tools!
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
Why are some reports not available for scheduling?
I know I have asked about this years ago, but I can't understand why only some reports are able to be scheduled while others are not. I need a monthly report generated and emailed for my sales tax liability.
Sales by Item total not equal to Payments received
I'm running reports on my Zoho invoice account for the previous year. The total showed for the "Sales by Item" report is LOWER than the total showed for "Payments Received" Can someone explain why? I'd understand if the Payments Received were lower than
Late fee custom function
I am currently using the following custom function to execute a 1.5% late fee on invoices that are past due. //create a variable to get invoice total and add a 1.5% fee latefee = invoice.get("total").toDecimal() * 0.015; orgID = organization.get("organization_id").toString(); invoiceID = invoice.get("invoice_id").toLong(); //display the value stored in the latefee variable info latefee; //add late fee and adjustment and store the total amount in the variable 'adjustment' adjustment = invoice.get("adjustment").toDecimal()
Late fee customization
I would like to set up late fees. I have searched and cannot figure out how to accomplish this. Also, on the app I am unable to select the "terms" while creating an invoice. I just have to select the due date I want. This is disappointing because I use the app 99% of the time. Any help is greatly appreciated.
Automatic Late fee on some invoices, but not others.
Hello, I was wondering if there is a way to set the automatic late payment fee on only the invoices I choose. All my clients have recurring profiles that invoice them monthly for our services. These have a late payment fee if they do not pay by the 15th of the month. However, we also sell an occasional product to our clients also. These invoices I do not wish to have a late payment fee for. Thanks, Chuck
Late Fee customization on Invoices
We just switched from Freshbooks to Zoho Book since we integrated Zoho One across the company, however, I'm having a difficult time figuring out how to automatically add our late fee? We send invoices out on the first of every month. We have Net 30 day terms so usually expect payment by the last day of the month or a few days later at most. We charge a late fee of 1.5% of the invoice per month if payment is not received by the 15th of the following month. So if we issue an invoice on July 1st and
How to create automatic Estimate Reminder Email
Hello - We do a lot of Quotes/Estimates. However, we always fail to follow-up with customers on these quotes. Therefore, many times we fail to convert these quotes into orders. We want to automate the process of Quotes/Estimate Reminders. Here is the
Zoho invoice report needed: Sales by country
Nowadays is vital analyze sales by country. This report on sales by country need to be based on a country code table. Very simple and a great tool. Thanks a lot Zoho Team. Keep up the good work¡
Zoho Invoice vs Zoho Subscriptions
Hi, I'm using Zoho Invoice to run a newspaper subscription business. I just saw the release of Zoho Subscriptions, should I migrate over? What are the benefits?
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
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