Automatic tax rate for each product 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 thisAttaching a file to an Invoice via the API using C#
Hi, I'm currently writing some code for a site that needs to integrate with Zoho. I've managed to write code that calls the API for creating an invoice, getting lists of products, customers etc and they all work fine. I'm now writing a function to attach a file to an existing invoice and have found the following method: Add attachment to an invoice Constructing the url is no problem and I have a byte[] with the contents of the file and I should be able to stream that into the request body (I'm usingBill print formats
Does it support thermal printer, as I cannot see any format that can be printed on thermal printer Sheet and pdf are there and both are A4 sizeLate Fee / Custom Function / Automated WorkFlow
Base on some forum postings i have found, i went ahead and create a Flat Rate Late fee, which will then be run weekly with the Automated Work flow. Please find my script i'm using: ========================================================= //create a variable to get invoice total and add a $5 LateFee latefee = 5; orgID = organization.get("organization_id").toString(); invoiceID = invoice.get("invoice_id").toLong(); //display the value stored in the latefee variable info latefee; //add late fee andAdd option to display project name in invoice header
Currently, when creating an invoice, you can choose to display the project name in the item name. This creates unnecessary repetition. Please add an option, either in the "project invoice information" or, more likely, in the template setup, to display the project name in the invoice header (i.e., the section that contains customer name, invoice number, etc.) Also, the requirement to show in item name at least one of the following: Project name, task name, staff name should be removed. In other words,how to display Non-billable tasks on invoice
Hi, Just wondering if I can display non-billable log entries on the invoice? I have billable and non-billable time that I want the customer to see. Thank you ReganPayoneer payment process into Zoho Invoice
Hello Zoho guys, I was wondering if you have in mind to integrate the payoneer company in your system, many users for small economy countries don't find a solution on the payment solution you are linked to. Payoneer has solved my need pretty well, I'm from Nicaragua and I believe that the integration of this will make Zoho invoice stronger. do you have plan to introduce it to your system?How to add DATE to the Items Field (labels)
Hi there. I consult and send out invoices every month. I work random days on accounts and want to be able to add an ITEM line that has a DATE field so that the customer can see when i did the work. SHeaders and footers for this holiday season
Hello, customers! The holiday season is here and 2020 is just around the corner. Just as we introduced holiday-themed transaction templates last year, we have published new headers and footers for templates. They are designed to help you send holiday-themed invoices or other transactions to your customers. To use the themed headers or footers in your templates: Click the Gear icon and select Templates. Hover over a template and click Edit. Click Header or Footer in the left sidebar. Click ChooseZoho Invoices to Zoho CRM
I set up the Finance integration to link Zoho Invoice with Zoho CRM with the intention of being able to see client invoices in CRM, but it seems only the contact details are synced between the systems. Is there a way to see invoices from Zoho Invoice in Zoho CRM so I can see what invoices clients has outstanding, part paid, fully paid etc. Thanks Eoin Hhidden field to customers
any way to add a field that can be tracked in our systems when we create a invoice, to add what the cost of the item is vs the item sold cost and have it not printed when it comes to invocing a customer? i do alot of sales and like to know what im making on any item, is there a way to add that into zoho invoice?? It would save alot of time on my end when im creating invoices to see how im doing on a month or weekly basisWhat's New this December 2019 in Zoho Invoice?
Hello, everyone! As we gear up to say goodbye to this year, spare a few moments to check out what we have in store for you this December. Read on to know the latest features in Zoho Invoice: Integrate with Zoho Sign to digitally sign documents The long-awaited integration with Zoho Sign is here! Link your Zoho Invoice organization with Zoho Sign to digitally authenticate your invoices and estimates. Here is what you can do with the integration: Get your Zoho Invoice user's signature on invoices andMinimum balance against service.
Hi, I am using zoho subscription and zoho Invoice for one of my application. In my application, Customers will pay in advance for the services that they may use. Then at the end of the month when an invoice is generated, it should be balanced off with the advance payment that is already done. Also, Customers should be able to top up the balance. They should always keep a minimum balance of a fixed amount. How can I achieve this in zoho ? Can I achieve this just by using invoice and credit-noteInvalid Value passed for JSONString when using Crea invoice api
Hi There, I'm very new to using api's, but I wanted to test creating an invoice, I'm using Postman and as you will see from the screenshot attached I get an error, I don't see any issue with the code and the header is just "Content-Type:application/json". Could somebody please help me understand and overcome this issue? Many Thanks, MikeNew column : "coefficient"
Hi ! Is it possible to create a new optional column "coefficient" I'm in a renting business and when the duration is more than 1day, we put a coefficient like this : - 1d = 1 - 2d = 1,5 - 3d = 2 ... For moment I will to multiply every product... So if there was a coefficient column it was wonderfull for renting business guys ! ThanksPlaceholders in email template
Would like to have a placeholder for Project Name available to put in the email template for invoices. Also, is there a lookup for ALL placeholders that are available? Additionally, below is a wish list for Invoices. Some of them may be possible but I haven't figured them out: Web: Projects: link projects when changing a project name Invoice creation: default checkbox to selected to include all expenses save preference for how to sort data on invoice - "Group By tasks and users" and show in itemIntroducing: 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 requestsZoho Projects and Zoho Invoice(Books) Integration
I keep getting this message It looks like an organization has already been integrated with this portal. Also, your ZSC key has recently been regenerated. Please update the credentials and try again. What's New this July 2019 in Zoho Invoice?
Hello everyone, We're six months into 2019, and as always, we have been bringing in updates each month to provide a better invoicing experience. Read on to know about the enhancements made to Zoho Invoice for the month of July. Choose SMS template for notification messages If you have configured SMS notification to notify customers, you can now change the templates of these messages. You can choose from three different templates for each of the SMS notification that you send, based on your businessWhile adding Customers through webrequests, some information are not being registered.
This was my final JSONstring: {{ "contact_name": "AutomationTestingF_PrajwalRaj", "first_name": "AutomationTestingF_PrajwalRaj", "company_name": "Insta", "email": "xyz@abc.com", "phone": "9999999999", "mobile": "9999999999", "billing_address": { "attention": "PrajwalRaj", "phone": "9999999999", "mobile": "9999999999", "pin": "232423", "zip": "232423", "address": "grerte rt erte" }, "gst_no": "AAAAAAAAAAAAA", "gst_treatment": "business_gst" }} Here, CustomerZoho Invoice Follow-up Automation with help of "Workflow"?
Hey Zoho Team, Can you help us how can we create a work flow for Zoho Invoice Follow-up. 1. Can we create a Workflow for Overdue Invoice Payment reminder to our client? 2. Can we add multiple Invoice in one reminder email sent to our client with the help of "Workflow" & "Automation"? 3. Can we exclude any particular client from the follow-up loop reminder from the on-going loop that has been set for everybody? Can anyone help us out in setting up the workflow?Organization address not display in final PDF (from Zoho Templapte)
Hello, I have setup the Organization Address Format as following: Settings > Preferences > General: ${ORGANIZATION.STREET_ADDRESS_1} ${ORGANIZATION.POSTAL_CODE} ${ORGANIZATION.CITY} ${ORGANIZATION.COUNTRY} The address is correctly displayed in the preview page. But I have notice that the final PDF sent to our customer doesn't display the full address as setup. Only the country is there. I tried with all templates available, dans checked the "Show Organization Address" box. Only the country is displayed,How to send an invoice ahead of the invoice date
We need to be able to create and send a recurring invoice about three weeks ahead of the invoice date. Can this be automated? How would it be done? The scenario: We provide a service to our customers for which they pay annually in advance. We need the invoice date to match the service start date because we are on accrual based accounting, and the invoice date determines the date that the revenue is booked. Our customers, however, need to be notified about three weeks ahead that their service renewsHow do you add shipping?
I'm a total newbie to Zoho and probably missed the procedure? How do you add shipping to your invoices? Thanks for any assistance. StuartIntroducing auto-scan for expense receipts!
Dear customers, We are excited to announce that Zoho Invoice now supports automatic scanning of expense receipts. This feature was introduced in other Zoho Finance applications a while back and we are glad to roll it out in Zoho Invoice now. No more stashing receipts in a box and waiting for your accountant to record them! Upload an image of your receipt and let us do the rest for you. :) With the auto-scan feature in Zoho Invoice: You can quickly upload receipt images and let the system scan keyInviting you all for Zoholics Canada, India and Saudi Arabia!
Dear customers, We are delighted to inform that Zoholics, our annual user conference is all set to unfold in Canada (Nov 6th-7th), India (Nov 19th-20th) and Saudi Arabia (Nov 19th)! For registration and other event-specific details, you can visit the following pages: Zoholics 2019: Canada Zoholics 2019: India Zoholics 2019: Saudi Arabia All of these events have sessions for finance to help you streamline your back office operations. You can also book slots for exclusive one-on-one discussion withPre-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 withWhat's New this September 2019 in Zoho Invoice?
Hello everyone, We have been bringing out updates to Zoho Invoice regularly, to meet your invoicing needs. Read on to know about the enhancements and features that were rolled out for the month of September. Configure multi-level approval for sales transactions The bigger your organization is, the higher chances are for human errors to occur. You can steer clear of these mistakes by setting up multiple levels of approvals for sales transactions. Here's how it works: You can set up multiple levelsRecurring Invoice and Custom Calculated Field
Problem I have my invoices set to generate a Week Starting and Week Ending, which are Start of Week and End of Week. This calculates correctly when I manually generate the invoice. But when using the Recurring Invoice option, it's pulling both dates wrong. I'm not sure where/how, the logic isn't clear. So basically, if I generate an invoice today (Friday), my expectation is that Week Starting is Monday (9/16) and Week Ending is Sunday (9/22). But it generated a new Recurring Invoice with a WeekOpenSearch
Hello, Is there an OpenSearh engine, for me to be able to view the tables and objects from Zoho Invoice? where can I get the "OpenSearchDescription URL" I've configured an Oauth connection but i am getting an error that states. "This is probably not a valid OpenSearch Description, verify that the URL points to an OpenSearch compliant search engine""Payment gateways have not been set up yet."
I keep getting this error when I try to email an invoice, despite the fact I've (seemingly) synced my Paypal and Stripe accounts. What do I need to do to get this working? Error is below. Online Payment Options Payment gateways have not been set up yet. Please set up a payment gateway for online payments or remove the online payment link in the body of this email.Paying on time discount on Estimates/Invoices
Looking to see if there is a way to provide an incentive (or penalty/late fee) for when a customer makes their payment. For instance, is there a way in an estimate to say if payment is made on 'this date" it is this price (to incentivize prompt payment or to give a discount) and say if made after that date it's 'this price" (that could be a late fee)? Almost like a 'it's this price due on this date' and then under it, it says 'it's this price if payments are made after 'xx days after initial date?'VAT number
I require my VAT Number and my Client's VAT Number to be on all Printed Invoices. It would be great if I can input the VAT number in the account level and get it automatically in any invoice done to that client. Thank youWhat's New this October 2019 in Zoho Invoice?
Hello, everyone! As always, at the beginning of a month, we're here to update you about the recent updates to Zoho Invoice. Read on to know about what we have enhanced and updated in Zoho Invoice for October. Autoscan receipts to create expenses Finding it time-consuming to convert your receipts into expenses manually? We have introduced the Autoscan feature, using which the receipts you upload will be autoscanned to capture the key details. This will enable you to create expenses from receipts quickly.Introducing 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?Error occurred while processing transaction at the gateway
Hello, Trying to process payment for an invoice by using "Charge Customer" with a credit card that I have sucessfully used in Zoho Invoice for at least (4) months and I received this error: "We are unable to process the payment at the moment as Error occurred while processing transaction at the gateway" Please advice. Thanks!Zoho Invoice integration with Xero
Hello, Do you guys foresee any integration between Zoho Invoice and Xero? It would be wonderful to have invoices being imported in Zoho as soon as they're delivered, so they can be reconciled and accounted. Thanks, FredFree 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 willGenerate Invoice for a specific date range
We use Projects and enter time in Projects. We then want to be able to generate an invoice for an a specific date range of the Project time. For example, 8/15/19 through 8/31/19. But it appears Invoice only lets me select a Date to bill up to. I don't want all the unbilled time to show on the Invoice, just a specific date range. How can I do this with in Invoice please? Thanks!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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