Square Up Payment
Hi, I was wondering if it may be possible in the future to use www.squareup.com as a payment gateway so when i use my square up credit card slider and a payment is made zoho invoice will see that is was paid via square up however i would have to reflect the Invoice# on square up in order for this to work? just a suggestion i am sure there would have to be some interaction with the square up company in order for the two to work seamlessly. I think there service with yours would be the best for bothmultiple invoice notification email templates
Hi, Depending on the scenario, I modify our "invoice notification email" template with different introductory text. It would be great if I could create multiple templates to choose from ie. template #1 is for a new customer (first invoice), template #2 is for a regular customer . . . etc. Thanks! Brian http://www.redpelicanmusic.comAutomatic Payments for Recurring Invoices
Hello! I have been using the Recurring Invoices for quite some time now, and I love them. However, I was curious if there is a way to have automatic credit card payments for some of my recurring invoices, as several of my customers have been requesting that. I am open to any credit card processing company. Thanks in advance.zoho invoice for windows phone users?
I reckon they could bring zoho invoice App for windows phone users as well. As it makes it lot easier to work with.Comments available on mobile app
Hi: We are using Client Portal feature of Zoho Invoice. There our clients made comments on estimates and invoices. We would like to see those comments on the mobile app, since the new interface of Zoho Invoice is not "responsive". Cheers. MauricioRecord expenses while in offline mode
Hi, I am using the Zoho Invoice Android App (and loving it). My main use of the mobile app is Expense recording. Although internet connectivity is increasingly easier to find, there are still those awkward spots where you just can't be online - recording expenses "locally" until network is available and synchronising then would be a great time saver - I'll often record the expense as I pay, but if I had to do it later, it opens an opportunity to forget! Does this make sense?Adding non-billable time entries
We manage want to be able to manage all of time in Zoho. Is it possible to add non-billable time entries? Or even convert a time entry to billed without actually creating the invoice?Create one invoice for multiple projects for the same client in Zoho Invoice.
Hello Zoho Invoice users, Many of you would want to create one invoice for multiple projects recorded in Zoho Invoice for the same client. This forum post will help you with the instructions to create an invoice for several projects recorded in Zoho Invoice. First, you can create projects, create tasks for the projects and record time entries against them. The image below will show one customer having multiple projects in Zoho Invoice: Once you are ready to invoice these projects for the unbilledSearch Customers by Email
I'm using the API on to to link customers to their respective companies after registering on our company website. To make it easier for the customer I'm linking them to their CompanyID based on the customer's verified email. Currently, the API only supports searching the customer list for "Customer Name" and "Customer Notes". In order to circumvent this, I've had to paste the customer's email(s) into the note fields and search them for emails. It would be easier and more logical if we could searchAbility for customers to view invoice and status online
I like just about everything on Zoho Invoice, except there's no ability that I can see for a customer to view the invoice online and see the status (sent/awaiting payment, paid, overdue, etc).Missing providers section to become a small accounting application.
At the moment, you can manage all the information related to your customers but you can not manage information related to your providers. Let´s say that we need the following sections in order to have an accounting application: Accounts receivable (where the company enters money received), Accounts payable (where the company enters its bills and pays money it owes), General ledger (The Company´s boks), Billing (where the company produces invoices to clients/customers), Stock/Inventory (where theIs it possible to batch print invoices?
I'm trying out the service for my business. I'm currently doing this manually using Word docs and Outlook. I need to be able to mail out invoices to my clients. Is there a way to batch print/export invoices so I can print them and mail them? The only way I can see to do this is by clicking each invoice individually. Thanks!Print Multiple Invoices at once
Is there a way to select multiple invoices and print them all at once? This should be a standard feature...Printing Invoices
Hi, I'm trying to print about 50 invoices from my invoice account and it keeps creating PDFs. Anyway we can just make it print directly from our printer? ThanksTab through all fields when entering expenses
When entering a new expense I can tab through all fields except when I get to Billable. I tab to Billable, space bar to check the box, but then I can't tab to get to Customer Name to fill that in. Tab takes you to the submit button. It's very nice that I can tab through the rest of the fields for quick expense entry but I wish I could tab all the way through. Please make the Customer Name field accessible via tabbing from the Billable field. Thanks for you consideration. JimShow Additional Entry Sorting When Viewing "Time Tracking > Timesheet"
I'm sending invoices for the previous month's hours and I'm wishing for "Last Week, Last Month, Last Quarter, Last Year" viewing options in addition to the current "This Week, This Month, This Quarter, This Year" viewing options. Especially because I expect my clients and I to work together for indefinite periods of time.Partial Online Payments
What is the best way to handle partial online payments? Here is what I would like to do: 1. Send client an invoice for the project before the project begins. 2. Client pays 50% of project upfront using the online Paypal payment option in the email that they receive. 3. I record the partial payment in Zoho Invoice. 4. At the end of the project I send the client an updated version of the invoice that reflects their 50% payment and the 50% still owed. 5. Zoho automatically reminds the client of theAdd Item by taping the Item Code instead of selecting a code in a list.
Hi, Currently, we have to select a item code in a list in order to add an item. It would be better if we could just tape item code in the field, then description, rate, etc..; would be filled automatically. Regards,Payment Reminders customised to each Customer?
Hello Team Zoho, Thanks for the wonderful service and amazing product we are enjoying. Just came across a situation which I am sure many of businesses facing at times. Thought of sharing a useful feature regarding payment reminder set-up. As a fact, we always have different relations and terms with our respective clients/customers and at times we don't want certain customers to be reminded again and again for payments. Also, at times clients also inform us or reply to reminder email that paymentAccepting Online Payments
Hello, I'm considering using Zoho for my online business. Does Zoho invoice track and accept online payments? My business is subscription based and will give customers an option to pay a lump sum or make monthly payments. Will Zoho invoice know to send those paying annually one invoice and those paying monthly twelve? Does Zoho invoice send invoices via email? Is there an email template so that when the email is sent, the customer sees business specific images (logo, text, etc.) when they receiveEarly Payment Discounts, Deposits, Partials, etc.
Hi, LOVE ZOHO - thanks. I notice there was some forum activity several months ago over pending development of 1. early payment discount (terms); 2. partial payments via paypal; 3. Deposits Can you provide an update on these? The last post i found is six months old. Thanks, JonathanPartial payment using Paypal
I need to request a partial payment of an invoice sending a Paypal link to the Client. Is there a way to do that? Thank you!Closing part-paid invoices/ dealing with intermediary commissions
Is there a way to close partly paid invoices? I have an invoice open that I consider paid but I only received around 97% of the value and don't want to book the whole amount as received (=income). This actually happens quite a lot- you invoice a client and they make a bank transfer but an intermediary bank takes a commission before it hits your bank and you receive less than the amount billed. It would be useful to be able to close such invoices as they are paid but not in full.Reoccurring Expense Option
Add an option for reoccurring expense. It would be great to input monthly bills such as phone, rent, and insurance once. This valuable option would save your customers time, and money by avoiding redundant activities.INVOICE TEMPLATE
I wanna use your solution to create my invoices but unfortunetly templates don't respect regional traditions ... usually adresses of clients are printed on the right side of the sheet. We cannot find envelopes to show adress on the right side when we wan't to send by snail mail our invoices. Should you arrange this kind of template ? Best regards.Make line item description field bigger/expandable
I often find the description field to be way too small and is hard to edit: make the textbox automatically expand allow the quick-edit editor to be used to add some formattingCopy estimate
I often have to start from scratch to make a new estimate or I have to copy/paste from an older one that looks similar. Would be nice to be able to create a new estimate based on an existing one.Google Checkout
Hi, I love the way I can email an invoice with the option to pay via the PayPal link. What I would REALLY REALLY love to see is the same thing for GOOGLE CHECKOUT. The main reason is because we are an adwords advertiser Google Checkout allows us to process a few thousand pounds worth of transactions per month for FREE. So although we use PayPal we are pushing payments via Google Checkout for the obvious reason. Regards Brian
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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 EmailWhat's New in Zoho Invoice | January - March 2025
Hello everyone! We're excited to meet you with the latest set of feature updates and enhancements made to Zoho Invoice from January to March 2025. In this, you will learn more about the following features: Leave Organization Pin Columns in List Pages
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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 Invoice: Playing Back 2023
What's New in Zoho Invoice - Q3 2023
Hello everyone, We're back with several updates and enhancements to make your invoicing experience better. Read the post below to discover what's new. Stripe Recurring Payments (India Edition) If you have integrated with Stripe, you can use it to collectZoho 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 their
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