Fix for the issue related to the logo size
In our recent update, we made some enhancements to improve the quality of the logo in customized templates. As a result of this, the logos which do not match our preferred dimensions may not appear correctly in your invoices. All you need to do, to get things back to normal is to make the logo fit our preferred dimensions (580px X 250px with 300dpi) and re-upload it back again into Zoho Invoice. We would also be glad to help you with getting your logos to fit the required dimensions. Send in yourZoho invoice/Slack integration not showing all payments
We successfully set up our Zoho invoice account with Slack to easily show payments received. And it works just fine for any online payments that come through. However, any payments that are manually put in, don't show a notification in the slack thread. So if we receive a check, for example, and one of us manually puts in the customer payment for their account, it does not send a notification to slack. Please let me know if I have missed something in the settings somewhere. Thank you,Create Work Orders?
I love using the invoice system and I was wondering if there was a work order app that I can use with Zoho? I repair computers and would love to have a system where I can create a work order for the customer, take notes of what was done with the computer and attached it to the customer's account. This will help me stay on top of issues when the customer calls back at a later time and I need something to reference. Thanks!Editing "Terms & Conditions" on Invoices
We have a template that comes up on each invoice called "Terms & Conditions". I need to edit this. However, it does not appear on our Invoice Template. Where is this field coming from and where do I go in to edit it? Thanks.How to use payumoney gateway in zoho invoice ?
I want to configure payumoney payment gateway in zoho invoice. how can i ?How to show Traditional Chinese
Zoho invoice can display Traditional Chinese, however, it is unable to: 1. display traditional Chinese in PDF 2. cannot type Chinese character to find customer in create invoice page (as type English). Browsing is the only way. If there is a long list, it is difficult to find it out. how to fix this problems?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?You do not have access as your account is disabled. Please contact your administrator for details.
Trying to access the Invoice API to create an item, but it is throwing this error: Please let us know what to do further. How is the account disabled, when we are able to log into it successfully!Can't update the company address in zoho invoice
Dear Sir/Madam, I want to update the company address in Zoho Invoice but failed. It popped out a sentence "Invalid value passed for Website". Please advice how to solve this problem. Thank you.What's New this June 2020 in Zoho Invoice?
Hello, everyone! Time seems to have flown by so fast and we're already halfway through the year. Though times are tough, we’ve been working as usual to bring out the best new features for you and fine-tune our existing functions. Here's what's awaiting you this month in Zoho Invoice. Create price lists with Volume Pricing Does your business offer discounts for bulk orders? We have introduced Volume Pricing, using which you can now set price breaks for items depending on the quantity sold. You canACH and Credit Card Options
I do NOT want to accept credit cards but am integrated with Authorize.net for their eCheck service. How do I turn off the credit card option in the client portal?What's New this May 2020 in Zoho Invoice?
Hello, everyone! We've spent the last month working on a slew of new features and enhancements for Zoho Invoice. This includes much-awaited features such as multiple GSTINs for the Indian edition and setting a revenue budget for projects. Here's a run-through of what's new this May. Manage multiple branches and GSTINs (Indian Edition) As your business grows, you might have different branches both within and across states in India. Depending upon your business type, each of these branches might haveChase 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,Translating Notes, Terms & Conditions
Hi, When I use different templates (for different languages), I easily translate the Labels, but where do I translate the actual notes and terms & conditions? They are automatically pulled from the entries made in preferences/Invoice? ThanksError creating an invoice via JSON
Hi all! I'm sending this request to create an invoice with JSON: $url = "https://invoice.zoho.com/api/v3/".$this->service."?authtoken=".$this->authtoken."&organization_id=".$this->organization_id."&JSONString=".$this->json_data; $curl = curl_init($url); curl_setopt($curl, CURLOPT_RETURNTRANSFER, TRUE);//Set to return data to string ($response) curl_setopt($curl, CURLOPT_POST, TRUE);//Regular post curl_setopt($curl, CURLOPT_HTTPHEADER, array("Content-Type: multipart/form-data") ); //curl_setopt($curl,[bug] six-minute blocks of time in timesheet
Hi, I have two requirements: That time spent is reported in blocks of six minutes. There are ten six-minute blocks in an hour. That time spent is reported in whole blocks or part. Both 0.5 minutes and 6.0 minutes would be 1 block. This is a common standard that Zoho invoice provides support for at Settings > Preferences > Projects > General: Round Off Time (The time entries will appear on your invoices and reports based on the selected round-off format.) Round up to multiples of 6 minutes Apply theWhat's New this April 2020 in Zoho Invoice?
Hello, everyone! We hope you and your family members are safe. As the world is grappling with the COVID-19 crisis, we at Zoho have taken to working remotely. However, this has not brought any lull to Zoho Invoice's monthly feature updates. We have, as always, been working hard to provide you with a smooth invoicing experience. Read on to know what's new this April. Fresh design for the invoice details page The invoice details page has been redesigned to help you perform invoice related actions moreERROR_invalid_timestamp
Al instalar Zoho Docs para escritorio en mi computador no me inicia sesiónHow 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 theirSPF Record
Hi! I have been trying to configure Zoho Invoice SPF records and i have been unable to get it work. I have configured the SPF entry on the server and it has been validated by other websites but Zoho itself keeps saying the SPF record cannot be validated. Example of what i have: v=spf1 a mx include:spf.protection.outlook.com include:eu-sender.zohoinvoice.com include:zoho.eu -all Any ideas what could be the problem here?Automatic tax rate for each line
Helo, i bought today 30 days professional Zoho Invoices subscription to migrate our invoicing system but i discovered something incredible. If i make invoice with 15 products lines for example i must for every line choose the tax rate. We are selling only 20% TVA products, it's crazy do say to my collaborators "listen everybody, from today you must make hundreds clicks to check the tva rate for all product. If you forget some, you must make a Credit note and recreate a new invoice to correct thisCustom Function Help
Hello, We are currently selling apartments in a project called "Cartagena Laguna Club". We use Zoho CRM for contacts management. When a contact wants to buy an apartment, we move the contact to lead, then integrate with invoice so we can build a payment plan and keep track in the future for the payments. I'm in charge of managing Zoho Invoice. When I integrate the lead info, there is some information that we are missing that I manually enter, one of those fields is the "Apartment" the lead wantsDwolla - Payment Gateway
I just came across Dwolla.com the other day and signed up for their services. They have a really cheap way to handle transactions, and I think it would be most effective when utilizing payment gateways through Zoho Invoice. Just throwing it out there. Anyone else see some success with Dwolla?Send Snail Mail Invoices Automatically
Zoho Invoice supports sending of Snail Mail invoices, but it's a manual process. We need an option to auto-send Snail Mail invoices for Recurring Invoice profiles. One of the reasons we switched to Zoho was because of the Snail Mail invoice option. Most cloud invoicing solutions don't offer it. We were surprised to discover later that it's a manual process. We still have plenty of customers that insist on receiving a printed invoice (whether we like it or not), so this is a critical need for us.What's New this March 2020 in Zoho Invoice?
Hello, everyone! We are back with the latest updates from Zoho Invoice! Read on to know what's new this March. Attach files using the Attachment custom field Custom fields are helpful when you want to add additional information to your transactions. You can now create a custom field with the Attachment data type to attach files, such as PDFs and JPGs, to transactions. This can be particularly useful when you want documents like warranty details or terms & conditions to be mandatory for sending invoicesTerms & Conditions
Hello, How can I add the terms & conditions in the template of the estimates to be sure they are linked to the document ? To be clear : I do not want to use the small field that is existing in zoho... I need to include a pdf of 4 pages. Thank you for your helpWhat happens to associated expenses when I void an invoice?
Hello, I regularly use expenses or logged hours to generate invoices. A customer has asked me to void an invoice and submit a revised version. If I void an invoice, do the associated expenses go back to the "not billed" state, or do I need to re-enter them? If it does not return those expenses to "not billed", is there any other way to do that? Willam TracyEmail reminders based on balance due
Is there a way to send email reminders for past due invoices only if they have a balance due greater than a specified amount? For instance I don't want to send reminders to people who have $0.05 owing, but I would for people who owe greater than $50.00. ThanksWhat's New this February 2020 in Zoho Invoice?
Hello, everyone! We are here to inform you about the first set of updates to Zoho Invoice this year. Check out what our team has put forth for the month of February. Create related lists to fetch data At times, you might want to access data from other Zoho Invoice modules or other third-party services. You can now retrieve this data by creating a related list, where a deluge script will fetch the required data. The respective module's details page will then display this data. To create a relatedACH payment / echecks fees
How much are the fees for processing ACH payments or echecks? I've seen at the Help docs from Zoho (https://www.zoho.com/invoice/help/integrations/online-payments.html#achpayments) that the fees for ACH payments from Authorize or Forte are like about 2.9% +30 cents but that is the same as credit card processing fees so it shouldn't be right... Does anybody know how much are the real fees for ACH payments or echecks? Thank youACH Payments
I just saw that Zoho invoice just rolled out support for ACH payments. How do I get this setup? What payment gateway do I use? Thanks in advance.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?How to add title line
I would like to add empty or partially empty line into my zoho invoice. How I can do that (via web or via API) ? Ex: Category 1 [nothing more] Product A Description A Quantity A Price A Total A Because, for long invoices, it's not really readable...Item Categorisations
Can you please please add the following functionality.. (unless i've missed a huge section somewhere!?) Item Categorisations There is the ability to add items which is very useful however you cannot group them and therefore for reporting purposes they are fairly useless unless you code everything up which is fair from the best option. It doesn't matter what sort of business you are, this would be hugely helpful for everyone.. please see examples below Examples: <Category> <Item> <Description> IfConvert Invoice Template to Estimate Template
How can I use a Template I've created for "Invoice" in the "Estimates" area? Thank you.API error : "error": "invalid_client"
Hello I am trying to get an acces_token folowing this documentation : https://www.zoho.com/invoice/api/v3/#oauth And I always receive an error : "error": "invalid_client" How can I solve it ? Thank you.What's New this November 2019 in Zoho Invoice?
Hello, everyone! This past month, we have updated Zoho Invoice to provide you an easier invoicing experience. Here's a glimpse into how you can make use of them: Check the usage of custom fields Custom fields help you to store additional data for your modules in Zoho Invoice. But, there's a limit to the number of custom fields that you can create for a module. We have introduced the Custom Fields Usage feature so that you can keep a check on the number of custom fields created in your organization.Zoho Invoice's 2019 in a Nutshell
Hello, everyone! December has often been a time to pause and reflect on the accomplishments of the year. Here at Zoho Invoice, it's no different. The past 12 months have kept us busy rolling out countless features and enhancements to provide you the best invoicing experience. Now, it's time take to a step back and rewind through the major updates we've made to Zoho Invoice in 2019. We know that's a pretty long list, but that's not even all of it! There were countless other updates, which you canHow to enter one or more discounts when I receive a payment?
Really the problema is more complex.. In Argentina when our customers pay for something normally they must "retain" some of our money as a TAX paid in advanced. When the year ends, we discount all this money from tne yearly TAX. How can I put this discounted value in the receipt to balance our Bank with our TAXES and consider also this money in advanced as the correspondig TAX in the reports? Thanks in advanced.Next Page
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What's New in Zoho Invoice | August - October 2024
Hello everyone! We're excited to bring you the latest set of features and enhancements made to Zoho Invoice from August to October. In this, you'll learn more about the following features: Unveiling South Africa Edition of Zoho Invoice Introducing ZohoAuthorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures
We’re updating the Authorize.Net integration in Zoho Invoice on November 20, 2024. This update may cause payment failures in your recurring transactions if the Transaction IP velocity filter is active. What You Need to Know About the Transaction IP VelocityTips and Tricks #1: How to send automated payment reminders to customers in Zoho Invoice
Dear customers, We are starting a Tips and Tricks series, wherein, we'll be sharing insights on how you can tap into each and every feature of Zoho Invoice. We are commencing this series by discussing how you can set up automated reminders in Zoho Invoice. Receiving payments is an important part of any business as it's one of the main sources of cash inflow. Each delayed payment means that you're working with money spend from your pocket. It is therefore crucial that you remind your customers toUpdate on PDF Download Issues Caused by Antivirus Software
Hello everyone, Antivirus software is designed to protect your computer from malicious software and threats. However, they may mistakenly identify legitimate files and software as threats at times. This is known as a false positive. We have received reportsEnhance your PDF templates with new customization features
Hello everyone! We're thrilled to introduce a host of new updates in Zoho Invoice for both iOS and Android mobile apps! You can now customize the color of invoice templates, include bank details, add your signature to invoices, making your invoicing more
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What's New in Zoho Invoice | August - October 2024
Hello everyone! We're excited to bring you the latest set of features and enhancements made to Zoho Invoice from August to October. In this, you'll learn more about the following features: Unveiling South Africa Edition of Zoho Invoice Introducing Zoho
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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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