Custom field in "Bill To" section
Hello, I am trying to add a custom field called VAT number at the bottom of the address that's shown in the "Bill To" section on invoices. I've created a new custom field in global Settings → Preferences → Invoices → Field Customization. If "Show in AllWhat'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 collectUndelivered Mail uncategorized-bounce errors when sending invoices
Recently we have been getting Undelivered Mail bounce notification when sending invoices. Reason: uncategorized-bounce Some go through no problem some bounce back. We recently sent 10 invoices, 6 received bounce notifications. After reaching out to theDefault attachments emailing invoice
I would love to be to define default attachments (files) that are included with every invoice emailing. For example every time I email I need to attach my pdf with sales conditions manually. It would be nice if this would be included by default.Create a rule to allow only one related contact has custom checkbox checked
As noted on this page a custom check box is needed for contacts in order to correctly sync the primary contact for each client/account: https://www.zoho.com/us/invoice/kb/contacts/crm-primary-contact.html How do you validate, when a contact is createddeposit 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?Create invoice with other currency
After checking the internet result, I want to confirm Zoho invoice does not have the option to create an invoice/customer with other than base currency, right? For example, my base currency is HKD, but I have a customer who only accept USD currency invoice,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 ZoneAdding a Custom Field for Can Deposit on Zoho Invoices
I'm currently facing an issue with Zoho Invoices and I'm seeking your assistance. Here's what I'm looking to achieve: I need to incorporate a custom field to account for can deposits on my invoices. These deposits are additional charges added to beverageApplying 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.Cómo creo una factura negativa o de abono?
NEcesito anular una factura y crear una nueva igual pero en negativo. El sistema no me lo permiteAuthorized Website Will Not Load
Hi - we've been using Zoho Invoice for 5 years with few (no?) issues. But yesterday it refused to load in any browser, with the message below (where xxxxxx is our domain name). We have made no changed, and the URL below still appears in our list of AuthorizedHow to personalize e-mail languages by customer?
We are serving customers with many languages. Would be very important to send each system e-mail with their own language? As I understand, currently ZOHO Invoicing does not offer a possibility to store customer languages? And also only supports one language template at the time? I hope I am wrong and look forward to your comments and instructions. In case I am not wrong, this small addition would make Zoho Invoicing much better :-) 1. Please add a custom LANGUAGE field to Customer details. 2. PleaseZoho 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,Capture Bank Charges for Invoice Payments.
We've added the Bank Charges field in the "Add Payments" page both in Zoho Invoice & Zoho Books. So all you need to do is to enter the bank charges when you record a payment for the invoices. This bank charge will be included to the amount paid for that invoice. Steps to add the bank charges while you record the payment: 1. Click the "Invoices" tab. 2. Click the 'add payment' link for the invoice that you wish to record the payment for. 3. On the add payment page, include the "Bankwhat does Profile mean in a invoice seting up process
Dear all, I don't know what does Profile mean in a invoice seting up process. Would you mind helping me? Regards, LamWhat's New in Zoho Invoice - Q2 2023
Hello everyone, We've added a bunch of updates to improve your invoicing experience – a new report, discount preferences, a new edition for mobile apps, and more. Here's what's new: Customer Balance Summary Report The Customer Balance Summary Report helpsI 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 wasNew Invoice to Include Aging Summary
I would like to click New Invoice and have the Aging Summary included (if I haven't a recorded payment to that customer). This should be included with Recurring Invoices as well. I have attached a .gif image showing an example of what I mean.TIPS AND TRICKS #11 - Domain authentication
Emails sent can sometimes land in your recipient’s spam folder or bounce. This happens when the email address in the From field of an email belongs to a domain that does not have SPF and DKIM records. In order to prevent this in Zoho Invoice, you shouldHow do I include a final (with tax) price of an item?
In the table with items, I want to print the final price which includes the tax. I thought the %ItemRate% placeholder would be the "bare" price (without tax) and the %ItemAmount% placeholder would be the final price (with tax). However, either I was wrong or something doesn't work as it should. Please help me. This is my invoice template: and this is the pdf of the invoice: In the last column, the item amount is exactly the same as item rate. I need to have the total price for the item (which inChanges in zoho.invoice.getRecords ?
Hi! The examples from zoho documentation dont work, for example: invoices = zoho.invoice.getRecords("Invoices", organization.get("organization_id")) The response is always empty. I think is because the connection is missing, but I cant get it to work.Custom fields in Zoho Invoice
Do we need to purchase Zoho membership?Do we need to make any changes in zoho settings? How to create more then 3 custom fields in Zoho Invoice.. ZOHO Invoice Example Image i can not Find it, so please help me i also contact zoho support team.Apply Credit Note Automatically
We need the ability to apply open Credit Notes toward invoices generated by recurring invoice as the first, priority payment. This should be an option that we can enable/disable in the recurring profile and/or the Credit Note. Other invoicing systems can do this. I'm not sure why Zoho Invoice doesn't have it. Here's an example for a Recurring Invoice... If a customer has open Credit Notes, and a saved credit card set for auto-pay, once an invoice goes out, the credit balance gets automatically appliedAdd a "Customize Report" option to not display costs in Timesheet Details report
I would like the option to choose whether or not to display the dollar amounts in Timesheet Details reports. It appears that when customizing the report, if no Customer Name is selected, then only the hours are shown in the report. But when a CustomerBulk Sending of Invoices
Hello We are looking to use Zoho Invoices. We will be importing invoices using CSV import and there could be up to 100 during any month. Is there a way once the invoices have been uploaded to bulk send these to our customers or do we need to select andAfter import of old invoices can I mark them all paid without doing it one by one
I imported a couple of years of invoices. All came through fine but they all show past due. How do I mark them all paid without doing it one by one?Remove 'Powered By Zoho' From Footer?
Perhaps I'm missing something, but I can't find any way to remove the 'Powered by Zoho' text & image from the footer. Is this possible?Can only search by first name when doing new invoice
Why when you can search by any name or company when reconciling etc?Daily Unknown Update Notification
I see this notification on a daily basis popping up in the middle of the screen, We’ve fine-tuned Zoho Invoice under the hood. When you find time, refresh this tab to experience the latest Zoho Invoice. When I ask for support, they say it's an "optimizationInvoice Import Issues
Hello, I am trying to import customer invoices for customers that have the same first and last name but cannot do this with the current ZoHo functionality. I can see that the API provides us the ability to give a customer ID when importing an invoice; however, the standard import functionality will only give us a CSV file field composing of only a first and last name and not something discriminating such as a date of birth or another unique identifier. This is also the issue when trying to importhelp: "zoho.invoice.update" stopped working today
Hi, I have a script that uses zoho.invoice.update("Invoices",organization.get("organization_id"),invoice.get("invoice_id"),fields); and today it stopped working. Is this something with zoho? I see also info zoho.invoice.getRecords does not work. I triedKSA e invoicing template
Not editable format Unnecessary Spaces resulting one invoice on 3 pages can not move logo and QR codefile name of invoice attached to email
Hi, when I send an invoice from within Zoho (or indeed export to pdf) it automatically names the file with just the invoice number. Is there a way to change the name of the file? say for example to use the placeholders for company name etc? What I'd like is for the files to be called 'Matthew Gough Ltd Invoice No. %invoice number%'.pdf or something similar. thanks in advance, MatthewRetainer Invoice need Tax lines in UAE
In UAE we need o give retainer invoices and tax must be mentioned like invoice. How can we do it? OR can we bring Invoices template to Retainer Invoice? PhilipsDiscount amount on invoice
Hi, For example, I have a client who orders 1000$. I give him a 10% discount, so his price is 900$. But, rather than showing the discount percentage (10), I would prefer to show the figure (100$) in the discount column. Is this doable? Real numbers lookDescription does not display under task on invoice
I have two companies under my zoho account. Both use Service type invoice. One will display the Description under Ttask when PDF's, the other account will not. How to display the description under task ?Mark invoice as "paid" within Zoho CRM
Hey, i included our Zoho Invoice account into our Zoho CRM account and used it seperatly before. Now i wanted to mark an Invoice as paid within Zoho CRM in the associated contact, but there is no such option. How can i archive this without switching to Zoho invoice? CheersZoho for the contractor
Do you have a Zoho for Contractors not just for sales -time tracker for a job -time checkin for other people that are on other jobs or on the same job -stock charges -fuel just a way to keep track of the day to day on the godefine automatically expiration date of a quote
hi, how can i define automatically the expiration date of a quote? example: expiration day = Today() + 30 daysNext Page
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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 thanXero 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 CRMZoho 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 collectCapture Bank Charges for Invoice Payments.
We've added the Bank Charges field in the "Add Payments" page both in Zoho Invoice & Zoho Books. So all you need to do is to enter the bank charges when you record a payment for the invoices. This bank charge will be included to the amount paid for that invoice. Steps to add the bank charges while you record the payment: 1. Click the "Invoices" tab. 2. Click the 'add payment' link for the invoice that you wish to record the payment for. 3. On the add payment page, include the "Bank
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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, SriZoho 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 andHow 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
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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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