Adding Billing Instructions/Wire Transfer Details to the Invoice

Adding Billing Instructions/Wire Transfer Details to the Invoice

Hi Guys,

We are in International services and have multiple overseas clients whom we invoice in their respective currencies. I am sure many of us are doing the same for our various customers. 

I have a suggestion here: Can you please include a option of adding billing intsructions/wire transfer details to the Invoice? I know that I can add custom notes to the end of each invoice stating the bank details for payment or international BACS transfers. However, we use multiple bank accounts and have different wire instructions like Swift Code, bank account numbers etc specific to each currency we are invoicing in. To make it simple, lets assume that I want my customer to send in GBP, then I will have different EEFC bank details than for USD or Euro, (JP Morgan Chase, HSBC or Deutsche Bank) similarly if payment is to be made by Cheque to my local bank account in India, I just need to specify my Axis Bank details and may be IFSC code so that an RTGS/NEFT payment can be made directly.

As of now, we need to search, copy and add custom notes to each invoice, which is more prone to errors as well. It would be great if we can 

1. add multiple bank details which can either be linked to each customer as we specify the billing currency for each customer at the time of adding new customer which gets linked with respective bank details directly on the invoice. 

Or the other option is (preferred) that:
2. We just have a drop down menu on the invoice and select the bank details we want to print and all the respective bank/wire details are listed once to the Zoho Invoice account as we do with Customers or Billing Items.

Let me know if this makes sense and if we can expect this feature soon...

Best of luck.

Ankur

      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • 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
          • Bulk Printing now available in Zoho Invoice

            Hello, We are happy to announce the much requested and much awaited feature in Zoho Invoice - Bulk Printing of Estimates and Invoices. All you need to do is, select the invoices you wish to print and then click the 'Print' button. All the invoices will be downloaded as a single PDF file which can be printed as you wish. You can print upto 25 invoices at a single go. Go ahead and give it a shot and let us know how it worked for you. Regards, Reshma   
          • Introducing the iPhone App for Zoho Invoice

            Now you can invoice on the go from your iPhone through the Zoho Invoice iPhone app. Our iPhone app is available at the apps store for download. The app is special in more ways than one: An impeccable UI takes your invoicing experience to a whole new level That's a first native app we've come up with It's available for FREE!!!!! Yeah, absolutely Free. No brainer there, we just wanted to make our users to enjoy the app no strings attachedHere some snapshots of the app: For the real experience, head

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Cliq Networks users can see all other network users contact information

                                    Is there a way to hide user contact information from each user in networks? I would only like the users to see the admin's contact information, not other users. Network users information shared by default
                                  • Zoho Sheet - Printing - Page Breaks and Printing Customization

                                    I think the title is descriptive enough in that I cannot find help documentation on a simple task of adding in page brakes for separating pages on print. Thanks
                                  • Missing the "Find & Merge Duplicates" choice

                                    Hi, I am missing the "Find & Merge Duplicates" choice. I looked under the "More Actions" menu in Contacts, Accounts, Vendors, and Leads and it is not there. I have full permissions. Please assist me on finding this feature. Thanks!
                                  • OAuth integration issues

                                    I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'
                                  • Marketing Tip #16: Ideal sizes and formats for adding images to your online store

                                    Images can make (or break) your storefront experience. When your banners and product photos follow the right sizes and aspect ratios, your store looks cleaner, loads faster, and feels more trustworthy—especially on mobile. Here are recommended image sizes
                                  • Improve WhatsApp Module in Zoho CRM

                                    The current WhatsApp module UI in Zoho CRM feels cluttered and complex, especially when handling high volumes of conversations. It would be great to enhance the WhatsApp module UI/UX by adopting a clean and simplified interface similar to Bigin CRM’s
                                  • Blueprint transitions on locked records

                                    We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.
                                  • Enhance productivity with the revamped Zoho Sheet View

                                    Hello folks, For some time now, you've been able to use the Zoho Sheet View to quickly edit multiple records or to insert a batch of new records. Its tabular interface allows users to engage in these tasks productively. Despite this, the existing Sheet
                                  • No OR Filter for Views with a Related Modules Criteria

                                    We would like to create a Deal View where the User can see all their deals. For that, we would need an OR to connect the criteria. One of the Fields is a "multiselect User", these (Related Modules Criteria) can only be Filter with an AND. Even between
                                  • Good news! Calendar in Zoho CRM gets a face lift

                                    Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
                                  • Limit maximum entries for subform - depending on fields entry

                                    Hi Zoho! I have a form with a subform in it. I'd like to have limitation for the row number depending on an entry in a drop-down field in the main form (If the field in the main form is marked "Answer1" - Limit the entries to 1 row, if the field is "Answer2" to have 2 rows limitation, "Answer3" = no limitation at all) Can this be done? Thanks Ravid
                                  • Save HTML Snippet Page as PDF with Dynamic Data in Zoho Creator (Working Solution)

                                    Hi Zoho Creator Community 👋, I faced a common challenge while working with HTML Snippet Pages — I needed to generate a PDF with dynamic data and save it back into the record automatically. Here’s the working solution that might help others. Use Case
                                  • Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options

                                    Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When
                                  • Cannot connect to imap.zoho.eu on iOS26

                                    Hey, I recently migrated to another iPhone and since then use iOS26. Every since then, I was not able to connect to "imap.zoho.eu" from Apple Mail. I tried deleting the account and adding it again, did not work. I tried creating an app password, didn't
                                  • Rebranding Options for Zoho One

                                    We need the addition of rebranding and white-labeling settings directly within the Zoho One Admin Panel. This feature should allow organizations to customize the unified portal with their own logo, brand colors, and custom domain mapping (e.g., portal.company.com).
                                  • Tip #57- Accessibility Controls in Zoho Assist: Mobility- 'Insider Insights'

                                    Remote support should be easy to navigate for everyone. For users with mobility-related accessibility needs, long sessions and complex navigation can be challenging. Zoho Assist’s Mobility Accessibility Controls simplify interaction through keyboard-based
                                  • To print Multiple delivery notes in batches

                                    In Zoho Books, we can print a Delivery Note from an Invoice using the Print Delivery Note option, but it is non-editable and always prints all line items from the invoice. Our requirement is to deliver invoiced items in batches and print delivery notes
                                  • UPLOAD A CREATED PDF AUTOMATICALLY

                                    Using the html header pdf+print button, I have managed to find a way to have a user create a pdf using entered form data. Using the schedule button, I can have a "file uploaded" pdf mailed to someone as an attachment. The missing piece is to be able to add the pdf, created in that html page to a file upload field automatically? Right now one has to save it to computer and then upload it in a FILE UPLOAD FIELD. Any help would appreciated !  
                                  • Consolidated Department-wise Payroll Cost Summary Report

                                    Hello Zoho Payroll Team and Community, I am writing to discuss a reporting requirement regarding department-level expense tracking within Zoho Payroll. As we scale and manage salary distribution for employees across multiple departments, such as Accounts,
                                  • Write-Off multiple invoices and tax calculation

                                    Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,
                                  • How to remove chat icon from knowledge base?

                                    I have set up a knowledge base to hold FAQs and documentation. It is currently standalone, and not integrated into our website. On every page there is a chat button in the bottom left corner that says "We're offline, please leave a message." How can I
                                  • [ZohoDesk] Improve Status View with a new editeble kanban view

                                    A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit
                                  • Automated Dismissal of Specific Notifications and Centralized Control of Toast Notification Settings

                                    Dear Zoho Team, I hope this message finds you well. We would like to request two enhancements related to notification handling within Zoho Desk: Automatic Dismissal of Specific Notifications: Currently, when certain actions are taken in the ticket list
                                  • Show field in spreadsheet view depending on other field value

                                    Hello. Not sure if this is possible but let's say i have spreadsheet view in Creator with four different fields Field A, B, C and D Then i have a field named Response which for one record could contain only one of the pre-definde choices below A, B, C
                                  • Intergrating multi location Square account with Zoho Books

                                    Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.
                                  • Zoho Learn Zapier Integration

                                    Hello all, Is there any plan to integrate Zoho Learn with Zapier? It seems almost all Zoho products are in Zapier, with the exception of Learn and Marketing Automation.
                                  • Notice: SalesIQ integration paused on Zoho Sites

                                    I have this notice on my Zoho Sites in the SalesIQ integration setup. Can someone assist? "This integration has been temporarily paused for users. Reconnecting SalesIQ after disconnection will not be possible until we provide further updates." thank
                                  • Differences between Zoho Books and Zoho Billing

                                    Without a long drawn out process to compare these. If you were looking at these Books and Billing, what made you opt for one and not the other. Thanks
                                  • New Feature : Copying tickets with all the contents such as conversations/history/attachments etc

                                    Sometimes our customers and distributors do create tickets (or send emails) which contain more than one incident in them and then also some of the further conversations which are either created by incorrect new tickets or replies to old tickets are being created as combined tickets. In such cases we require to "COPY" the contents of the tickets into separate tickets and merge them into their corresponding original tickets. The "CLONE" feature doesn't copy the contents (especially the conversations
                                  • Como se agregan los empleados

                                    Necesito saber si para agregar empleados los mismos necesitan tener licencias
                                  • Deluge Error Code 1002 - "Resource does not exist."

                                    I am using the following script in a Custom Button on a Sales Return. Basically, the function takes the information in the sales return (plus the arguments that are entered by the user when the button is pushed) and creates a return shipping label via
                                  • Adding multiple Attendee email addresses when adding a Zoho Calendar event in Zoho Flow

                                    I am trying to integrate Notion and Zoho Calendar via Zoho Flow. However, the Attendee email address supported by Zoho Calendar - Create event only supports one email address, so I am having difficulty implementing automation to automatically register
                                  • Graceful Handling of Exceeded Option Limits

                                    Hi Zoho SalesIQ team. I would like to submit a feature request to deal with a bug in salesIQ Current Behavior (Bug): When a dynamic list passed to the Single Select Option Card contains more than 20 options, the Zobot stops responding (freezes/hangs)
                                  • System default SLA descriptions can't be modified

                                    The system default SLAs have identical descriptions for all SLA levels, but their settings differ. However, I am facing an issue where I cannot modify these descriptions and save the changes. The content of the description box can be edited but the changes
                                  • Adding non-Indian billing address for my Zoho subscription

                                    Hey Need help with adding a non-Indian billing address for my Zoho subscription, trying to edit the address to my Singapore registered company. Won't let me change the country. Would appreciate the help. Regards, Rishabh
                                  • How to create one ZohoCRM organisation out of a multi-organization?

                                    Hi, we have a multi-org including two different Zoho CRM organizations for two companies using respectively EUR and USD as default currency. I was wondering if there is any easy way to merge the two organizations into just one, so that users may access
                                  • Gray screen while signing documents

                                    We are all getting a "gray" screen when trying to sign documents in Zoho sign. Anyone else having issues?
                                  • Designing a practical Zoho setup for a small business: lessons from a real implementation

                                    I recently finished setting up a Zoho-based operating system for a small but growing consumer beauty business (GlowAtHomeBeauty), and I wanted to share a practical takeaway for other founders and implementers. The business wasn’t failing because of lack
                                  • Link Purchase Order to Deal

                                    Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoices
                                  • Projects custom colors replaced by default orange

                                    Since yesterday, projects uploaded to Zoho, to which I had assigned a custom color, have lost the customization and reverted to the default color (orange). Has anyone else had the same problem? If so, how did you resolve it?
                                  • Next Page