dealing with post dated cheques
Hi, can you help me please the best way to deal with this We sell an item of three months duration that is paid for with post dated cheques in monthly stages example - item is sold £3000 Cheque 1 is for £1000 due at time of sale (say Sept) cheque 2 is dated 25th of next month (Oct) cheque 3 is dated 25th of next month +1 (Nov) Now, with invoice number one it's simple - i send a standard invoice as usual But with the other two here's what i want zoho to do next month i want it to send an invoice onZoho Invoice Customer Login Portal
Are there any plans for a customer portal to Zoho Invoice, ala Freshbooks? I would like customers that I invoice to be able to login to review invoices and invoice history. I have not switched from Freshbooks for this very reason.PayPal payment received recording problem
Hi, A little while back one of our customers used the PayPal payment option to pay an invoice For some reason though the payment is showing up twice within the Payments section of the invoice! Instead of setting the invoice value to ZERO, it now shows a negative value Anyone else face this problem? I've checked PayPal and there is only 1 payment in reality... A bug? Actonia ps: for anyone from Zoho Customer Service or tech team, its Invoice 785 in our accountMerge 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.Adding the date of an expense to an invoice
Hi there, I have uploaded a whole load of expenses. I have prepared an invoice, and want to add the expenses. However I need to show the date which the expenses were incurred - how can I do this in the template? Thanks MichaelHow to cancel an invoice
In Spain when we need to cancel an invoice we have to make another one with the same amount in negative. We cannot delete any invoice as we have to mantain all the correlative invoice numbers. How can I solve this problem?Zoho Invoice 2.0 - Automated Reminders - X day(s) before due date and at least Y day(s) after invoice date
Greetings ZOHO Developers, I must say I was very excited to hear about the release of ZOHO Invoice 2.0. It includes some feature requests that I submitted myself. One of them being the ability to set automated reminders to send X days BEFORE the due date instead of AFTER. However, I see that when I set an automated reminder to send "Before due date" I am presented with the option of setting it to send "X day(s) before due date and at least Y day(s) after invoice date." What exactly does this mean?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!Tax Not Adding to Total!
Hi, Taxes are not adding to the total invoice amount. Please advise. Thank you.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?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 ZoneApplying 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.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,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 wasCan only search by first name when doing new invoice
Why when you can search by any name or company when reconciling etc?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 invoiceRemoving Fields
Hi Is it possible to remove fields. e.g. we don't need a "Quantity" nor "Rate" as we don't deal really deal with item products nor charge on a time and material basis. Thanks Euginsub items or sub totals
i need to make invoices that show detailed list of items but not individual prices how could i make an item that would group other items, this parent item having as rate the sum of the sub tiems rates ? alternatively without creating a parent items i would like to have a subtotal that would hide the single items indivdual prices ? eg eggs 4 butter 250 g flour 250 g sugar 250 g subtotal ( or parent item) cakeset pay terms
I create new invoice, the terms default "due on receipt". How to change the default to Net 30? see the below pic:Exporting Zoho Invoices into Quickbooks
Is the a way to export Zoho Invoices into Quickbooks or other accounting software? SmallBiz Online 360° http://smallbizonline360.wiki.zoho.comAttaching External Images to Invoice Templates
I have built a template that uses external images (stored on http servers) to display really good looking invoices. In the browser the images show up fine in the template. (<img src="http://xxxxx.com/images/invoice.jpg">) but when it prints to PDF, the only image that shows is the LOGO image that was set in the settings. Is there a way to get your PDF builder for ZOHO INVOICE (AND ZOHO CRM) to include external images in the Invoice?How to raise debit note to my customer
if i want to debit my customer for some charge, how do i do that. there is an option to make a credit note, what about debit noteExporting Invoices to Zoho Sheet
Can't seem to view/export invoices into Z Sheet. According to the help info for Zoho Invoice, I should be able to do this, "Alternatively you can click on the “View” link, which will open the data in “Zoho Sheet”. This will facilitate viewing and editing the data in bulk". This does not seem to work.Assign a commission rate to an Item
Hi, Is there any way to assign a commission rate to an item in Invoice? When I generate an invoice, I need it to also generate a bill that I have to pay to my sales rep (that is assigned to that customer). Thank you!Flat Project Fee vs. Hourly Rate
Hello! I am new to Zoho Invoice and am still learning my way around, but I have looked everywhere and cannot figure out how to invoice for flat project/item fees rather than an hourly rate. I complete work on both an hourly and project basis. Can someone please let me know how to do this? Thank you! LauraRecurring - Report monthly forecast of upcoming invoices
A look into the future. For long term contracts (f.e. Domain Names) it would be fine to have a Report (or Overview like on the home page for invoice age) of upcoming invoices / revenues per month.Attaching External Images to Invoice Templates
I have built a template that uses external images (stored on http servers) to display really good looking invoices. In the browser the images show up fine in the template. (<img src="http://xxxxx.com/images/invoice.jpg">) but when it prints to PDF, the only image that shows is the LOGO image that was set in the settings. Is there a way to get your PDF builder for ZOHO INVOICE (AND ZOHO CRM) to include external images in the Invoice?Payment Reminder History
I am using the 'Payment Reminders' which is an excelent feature. Would it be possible to automatically record the fact that an Payment Reminder has been sent in the invoices 'Comments & History' Cheers DeanSeparate E-mail for Recurring Invoices
Do you have something in the works already so that the e-mail sent for recurring invoices can be customized separately from one-time invoices. If not...this needs to be added to the list. The recurring billing feature is a little lacking. Also, being able to set the total number of payments would also be helpful instead of trying to calculate the date the payments should stop if its a short-term arrangement.Profit Margin Column with Percentage (%) Column while creating Estimates.
Feature required: Profit Margin Column with Percentage (%) Column while creating Estimates. So, apparently we could see how much we are earning or saving while making quotation. After wining that quote and spending cost; at end of all we could compare Cost & Profit like quoted price vs actual spending (Variance Analysis). Same Feature available in QuickbooksSingle Line Invoice against multiple Expenses
My client would like me to invoice them for multiple expense items on a single line item on an invoice. Can this be done? I know I can import billable expenses to an invoice, but I don't know how to show them as a single line item or have them be marked as reimbursed when that invoice is paid. Any ideas?Chase Paymentech
Hello, I absolutely love ZOHO BUSINESS. I hope the software makes you billionaires one day! I use Chase Paymentech and would love to see Chase Paymentech intergrated into ZOHO Invoice. Thanks,Poor pdf print quality
Hi there, I created a custom invoice template and the pdf quality of text and design were poor. I analyzed pdf metadata and found that custom pdf producer was zoho 1.0.0, while premade templates were produced by iText 2.0.6 (by lowagie.com). Even if I created a new custom template, without modifying it I got a poor print quality from pdf. How can i do to solve this problem?Pre-paid service tracking
I currently offer my clients the ability to pre-pay for services in blocks of 40 hours. I would like to be able to do the following; 1: Clients pre-pays for $1000.00 worth of future service. 2: I enter the payment into Zoho Invoice, and client receives an email showing $1000.00 credit in his account. 3: Everytime I service the client, I create an invoice for the work, and enter the payment against the clients existing credit. 4: Client receives the invoice of the work performed, along withIntroducing Item Rates Inclusive of Tax
Hi, Have you had to struggle with making adjustments to your invoice amount because the last decimal place just won't match up! Fret no more! We are happy to announce that you can now specify your item rates inclusive of tax in Zoho Invoice. For instance, while creating an invoice for, say, $ 120 inclusive of 20% tax, you do not have to go through the tedious process of separating the tax amount to enter into Zoho Invoice any more. AllOvertime calculations
Any way to calculate overtime (time and a half) when you go over a certain number of hours per week?Free Webinar on The Taxation Law Ordinance 2019
Note: This webinar is only for Indian edition users of Zoho Invoice. Last week, new amendments were made to the Indian Income Tax Act, 1961 and Finance Act, 2019. The amendments are made with the intention to boost investor sentiments, push for 'Make in India' initiative, and reduce the tax burden for Indian corporates. Some of the provisions include: 1. Slashing of the tax rate for manufacturing companies incorporated after 1st Oct, 2019 to 15%. 2. Companies that do not avail tax incentives willCustomize the Payment terms
Hi all, in Italy it is very common to have different payment terms like: Wiretransfer at 30 day from the invoice date Wiretransfer at 60 day from the invoice date etc... etc... Could I customize in some way the invoice to have this kind of payment terms appear? We also do Invoice with payment terms splitted in more than one tranche like Wiretrasnfer at 30-60-90 days from the invoice... how could zoho invoice deal with this? Thanks in advance, FilippoHow do I change my billing increments to 1/10th of an hour?
Currently my invoices bill in very small increments and I would rather bill in 1/4 hour increments or 1/10th hour increments. Thanks.How to show contact name and telephone number ont the invoice
Can anybody show me how to do this?Next Page
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Charting the 2025 Voyage: Zoho Invoice's Year in Review
2025 has been a year of progress, productivity, and purposeful growth for Zoho Invoice. From expanding into new regions to refining everyday workflows, each update was designed to help businesses stay compliant, get paid faster, and work with confidence.Zoho Invoice Now Supports VeriFactu for Businesses in Spain
Starting from January 1, 2026, Spain requires real-time invoice reporting for all B2B transactions. From July 2026, this requirement will extend to B2C transactions as well. All reporting must be carried out through the VeriFactu to AEAT (Agencia EstatalWhat's New in Zoho Invoice | July - September 2025
Hello everyone! We’re back with the latest updates and enhancements we’ve rolled out in Zoho Invoice from July to September 2025. Here’s what’s new this quarter: Introducing the Singapore Edition in Zoho Invoice Share Invoices through WhatsApp GST 2.0Coming Soon in Zoho Invoice: Send Invoices Instantly via WhatsApp
We're working on bringing a new level of convenience to your invoicing experience. Introducing a much-requested feature in Zoho Invoice: You can now share invoices directly to your customers via WhatsApp! With this new option, you can: Share invoicesWhat's New in Zoho Invoice | April - June 2025
Hello everyone! We're excited to share the latest feature updates and enhancements we've made to Zoho Invoice from April to June 2025. In this, you will learn more about the following features: New Integrations via Zoho Marketplace Add Images to Email
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Charting the 2025 Voyage: Zoho Invoice's Year in Review
2025 has been a year of progress, productivity, and purposeful growth for Zoho Invoice. From expanding into new regions to refining everyday workflows, each update was designed to help businesses stay compliant, get paid faster, and work with confidence.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 thanZoho 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,How to maintain steady cash flow during the COVID-19 crisis using Zoho Invoice
Dear customers, I hope this finds you and your loved ones in good health. As we are witnessing, the COVID-19 pandemic has started taking a toll on businesses of all types. Here are some useful tips that could help you streamline your invoicing and AR processes to keep your business healthy. 1. Communicate clearly with your customers: During this period, transparent communication with customers is a necessity. A lot of businesses have started displaying messages on their home pages, explaining theirIntroducing: Digital signature for estimates and invoices
Dear customers, We are pleased to announce that the much awaited Zoho Invoice - Zoho Sign integration is live! You can now sign your estimates and invoices before emailing it to your customers. Also, you can have them sign your estimates while accepting it. Here is our help document to help you get started: https://www.zoho.com/invoice/help/integrations/sign-integration.html Note: This feature is available across all editions of Zoho Invoice except the Indian edition. Out of all the feature requests
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