Hoe can i include multiple billable expense into one invoice?
Hoe can i include multiple billable expense into one invoice?
Progressive payments
In my business a client has a project that will be paid in more than one payment. I would love it if there was a section at the bottom of the estimate that automatically calculated the progressive payments based on customizable percentages and descriptions of the job. Example. Total cost of project is 20k plus tax. - Deposit : 10% = 2000$ plus tax - start of project : 40% = 8000$ plus tax - upon completion of xyz : 40% = 8000$ plus tax - upon completion of job: 10%= 2000$ plus tax. Once this estimate
Download Entire Invoice History?
Is there away to export or download our entire invoice history? We need a copy of all of our past invoices.
Track Discounts / Subtotal with Discount
Since many of my clients are non-profit organizations, I offer them a rate discount for certain design services. Is there a way to track discounts so I can see how much I've discounted throughout the year? Also, I'd prefer to show the discount AFTER the subtotal so the actual billable total is shown, as well as the discounted amount. It's important to do that to show value of my services. Is there a way to do that? Thanks so much in advance.
Newbie Question - What is best way to create contacts?
I am unsure of the best practices for creating contacts for an organization as I couldn't see a way to create information about an organization, only contact information for people within an organization. Say I do work for 'ACME Products' and want to send an invoice to their accounts department person John Smith. Do I just create a contact 'John Smith' who belongs to ACME Products? When I go to create an invoice it asks me to choose from a list of contact names, So how would I distinguish John Smith
LLP Accounting
Dear Team I have an LLP and would need the features to be enabled like calculation of Book profit and calculation of partners share and partners remuneration etc. Also in a service industry the invoices bearing quantity and rate is not required rather it will be great if there are customize options at the invoice level
Does anyone know how to edit the timesheet functionality and stop it from "rounding up" timesheet hours entered?
How do you edit Timesheet entries, so they don't "round up" to the next whole hour? It's messing up my invoice to my customer.
Sandbox/test data
I am trying to test the Invoice API, I am wondering if there is a data set that I can upload to test the API? Or is there a sandbox for Invoice?
Customer over payment
A customer wrote a check for $3.00 more than the invoice totals. Can this be done and left in Zoho as an over payment?
Using multiple filters when getting contacts from /contacts API
HI there, I'm working with the invoice contacts API and got it working with "company_name" or "company_name_contains" fields. Now I'd like to apply an additional field which is "filter_by" where I'd pass "Status.Active" as value. Unfortunately when I apply "company_name" AND "filter_by" in the same request I get ALL the contacts from my organization and not only the active once matching the value I set in company_name. Is that expected and filters must be used one at a time? Or should I create my
API OAuth connection
I have a trial account for the invoice app and i try to connect my service with OAuth. I follow steps described in the api documentation but in step 3, i have a {"error": "invalid_client"} as response... Is it limited by the trial version ? or it's me and i miss something obvious ?
Timesheet via API
Hi, Is it possible to manage and log timesheets via the zoho invoice API? I can't find any documentation about it. Robby
Tracking Payments by Customer / Estimate
Is there a way to track the payments by customer / estimate? And can I add this information on an invoice as previous payments to be deducted from the invoice amount due?
Awaiting Moderation?
My posts are stuck on awaiting moderation. What is wrong?
Help on creating Invoices
Our current invoicing is as follows: - Architectural fees for a project are a pre-agreed fixed amount - the contract amount. Our contracts are the result of an offer (estimate) sent and agreed by the customer - The project is broken in 12-15 work stages each of which bears a % of the contract amount e.g stage 1 - deposit 10% of contract amount, stage 2 - design 15% of contract amount etc - At the completion of each stage the client is billed with the corresponding stage amount, (based on the stage
Files saved on Zoho Invoice as XLSX (good) but when accessed/downloaded they are converted to .txt--HELP
Love Zoho Invoice. But here's a question: when I invoice clients monthly, I push an invoice with invoice detail from excel. The excel is saved to Zoho Invoice as an .xlsx file and it sends to the client correctly. The issue is that later, when I go to access to attachment easily, the attachment saved WITH the invoice has been converted to a .txt file. Is there a Zoho Invoice developer that can look into this and correct it? Otherwise I have to dig through emails to find the invoice and its attachment...and
Be careful when asking for help from Zoho
I have put off sharing this to give Zoho time to solve the problem. Before christmas my team reminded me that we struggled with the integration between crm and invoices as we use both accounts (sometimes) and contacts. We work b2b and b2c. We have discussed this on the forum and had been lead to believe that Zoho could 'sort it their end' so that we could invoice accounts or contacts. And so on the 19th of December i contact them via chat and we discussed the matter. Not a problem i was told. Well
Other Accounting?
So Zoho is fine for invoicing, but what about other accounting stuff? I saw someone else wanting to export into QuickBooks but that wasn't an option... Is there some other app (free hopefully!) that I can export to? Or is there something I should just switch to entirely?
A few questions
So we use zoho crm but always found the invoicing within it a bit lacking. We really wanted repeat invoice and the ability to take payments via email invoice. So Zoho invoice fits the bill. 1. is it possible to have price books in zoho invoice for different customers. 2. please could the syncing between the two products be more frequent, i know there is manual but really sometimes the office girls pull their hair out. 3. Why can we not have accounts as well as contacts. As a company we work for
Client's biz name changed: Should I update or create new contact info?
I have a client that had to dissolve their first business and reform it under a new name mid-year, but they are still doing the same work (publishing the same magazine). Should I deactivate the original contact info and create a new contact for the new company name, or should I simply update the existing contact? I ask for 2 reasons: 1) Tax reporting: If I will need 2 separate 1099s from this person (for the two separate companies) then maybe it would be best to have two separate contacts so that
Support for MBOX
Will this be a supported import file-type in the future? Best regards, -dave
Default display settings for Timesheet
It is not very useful for the display to constantly reset to ALL timesheet entries when you click on the TIMESHEET tab within Zoho Invoice, after you've entered a specific Project. Rarely do I and I think most users need to see entries from a long long time ago displaying there! It would be helpful to allow the user to set the default display in whatever timeframe they prefer, and in DESCENDING order, versus asceneding. For example I would like that screen to immediately show me THIS MONTH in
Invoice Processing!
Hi, Does anyone know the companies offering the application for invoice processing in Toronto? In an internet surf, I came across some but, I haven't heard about them before. So, I need your suggestions before consulting them. I run a restaurant and the invoice provided here are handwritten. The method is both difficult and outdated. So, I am planning to implement an automated system for the same. This would also reduce the man-made errors. And I need to track the number of invoices processed per
Can't login to my business portal
When i try to login to my portal i receive a message telling tath my email adress or password is not valid. But i am sure i am typing it correctly. I can use the other zoho apps with no problem using the same credentials, except Zoho InVoice Organization ID: 20060891515 URL Portal: https://invoice.zoho.eu/portal/inovgrid/ E-mail linked to the portal: raphael@inovgrid.com.br Thank you all! Raphael Ventorim Mozzer
Zoho User Directory management for Invoice
We are paid users of Zoho Invoice. One of the employees in our organization lost his Two-factor authentication tokens. We looked at the help docs and it suggested that we go to Zoho Mail control panel to reset/disable Two-Factor auth. Our email is not with Zoho but we were able to create a free account in Zoho mail and get access to the panel mentioned above. As a free account in Zoho Mail, we see only 5 users in the list (even though with Invoice we have close to 10 users). Our employee#4 had the
Zoho multiple organization feature for invoice
What's the idea behind having multiple organizations under the same zoho login. Are these organizations different departments in the same company or different companies altogether?
About Payroll and fleet managments
wish you I am a buseneis man So i want To work with you Basically / I have some question To start work with you Firstly/ Can l Make a payroll accountas I mean the total of money that a company pays to its employees As per my request Secondly/Do you have a fleet vehicle managment such as a fuel or safty or health managments
Report for Estimates by Sales Person
It would be awesome if Invoice would allow me to run a report on estimates and filter by sales person for pipeline management.
syncing with zoho crm
Good morning we have moved over our invoicing to zoho invoice from zoho crm and have a linked system. Over the last 2 months we have found the syning to be poor and unreliable. As we speak I am trying email and invoice to a customer. I had created the customer in crm some months ago but only today put in their email. I have then tried forcing a sync on the invoice end. written a new invoice in both the invoice app and crm but both say no email address?It is driving me and the staff made. For a great
HELP - locked out of Zoho account
Hello I can't get into my account. All email address and passwords don't work. Are you able to help me? I don't want to lose a year worth of invoices. :(
Text templates for Terms & Conditions
Many times we need different text on terms & conditions field, depends of the client or of the invoiced services.
accounts and contacts more confusion
so i am even more confused with the integration of zoho crm and invoice. After trying it for a month I decided we should also integrate the accounts as well as the contacts. Most contacts are stand alone but some belong to accounts. Example letting agents etc. Pressed the button only to find that it then expects every contact to have an account. Confused, and starting to wish we had never seen zoho invoice. Sorry we do like the way we can grab payment online and do recurring invoices.
accounts and contacts
another integration question for zoho crm to invoice. In CRM we use to do our invoices with the account details and the chosen contact details. WHY- we look after property agents so they are the account but their client is the contact. Please how can I achieve this in Invoice
Am i missing the point? crm - invoice
So i finally got down and dirty linking our zoho crm to invoices. What an improvement in look. AND you can send invoice that can be paid online. GREAT. BUT as usual a bit half cooked. I could find no way of bringing over the price books from zoho crm so i then needed to role the whole experiment back. What a waste of time again. Please Please could we integrate them so they work in the real world or did i miss something.
Merging zoho components?
We set up a free Zoho invoice module about a year ago and added the free website module not long afterwards. Since this worked out so nicely for our purpose, we decided to set up a Zoho account using our own domain name so we could add email and ultimately port our whole website to Zoho, whose features are more advanced for a better price. The older account's primary email was with a common email provider, but not with gmail. We cannot change either the primary email address in the old account to
A way to Invoice Copier Cost per page contracts
I am trying to work out if we can use Zoho Invoice to Bill Photocopiers Contracts. Each Contract may be simlar to a project. Any Advice or help would be appreciated. Our contracts are based around charging the client for the number of prints / copies and scans that have been done on a particular machine. This information is attained from meters on the device that is collated into a csv. Plus some other standard recurring charges. So at its simplest level a machine will have a start meter reading
GET ZOHO INVOICE ID TO FIELDS IN ZOHO CREATOR BY API
Hi, Good morning.I have used API in zoho creator to create contacts and invoice in zoho invoice.Can I able to get invoice id from zoho invoice by using unique fields in creator(ID in creator,email id,mobile number)?I also need to store that invoice Id in any one of the fields in creator. Kindly assist me. Thank you
No date column on invoices
Why do all of the invoice templates have numbers in the first column, and none has a date column? The item numbers are useless to me, but at least I can delete them. The lack of the ability to specify a date of service for a particular project or task is mind-boggling. I feel like that should be in bold type somewhere ("Cannot put a task date on invoice") on the main page, and I could have saved my time and moved onto another software provider. Yes, it's free, but my time isn't. Also, all of the
Change Edition to UK
Hello, We are changing ZOHO Invoice edition to UK. We created new organisation and now exporting all the details. Contacts and Items are done. We started with ESTIMATES but it doesn't allow us to import more than 1MB which is pain. The main issue we have is that Estimate status is not correct. Where it's status Invoiced, it changed to Draft. Is there any way we can exceed 1MB and makes Export/Import easier? Thank you
Migrate estimate to project
Is there a way to move an estimate (with a paid retainer) to become a "project" where I can track time?
Next Page