Introducing 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!2 or more salespersons on the invoice
Can I assign 2 or more salespersons on the invoice?Meet our product experts at Zoholics 2019!
Dear customers, We are excited to announce and welcome you all to our annual user conference, Zoholics! Coming to Auckland (Sept. 17), Sydney (Sept. 19-20) and Melbourne (Sept. 23-24). For specific event information for each of these locations, check out the links below: Zoholics 2019: Auckland Zoholics 2019: Sydney Zoholics 2019: Melbourne What you can expect: Product training sessions: From billing to expense management to inventory tracking, we have dedicated sessions for all of your favoriteSpeeding up CRM sync
The syncing between Zoho CRM and invoice is just too slow. Imagine adding a customer in crm then creating an invoice. Do not rush it will not be ready. Change a customers details and want to reprint an invoice, grab a cup of tea. Add a new product and then try to do an invoice. Slow down speedy. Take it slowwwwwww. Made the error of trying to change an account detail related to a customers invoice. Zoho Invoice never caught up. Gave up in the end and got the liquid paper out. Zoho Invoice makes ZohoRicher Dashboard Experience and Ability to Customize/Configure
It would be awesome if the dashboards could really be customized to suit users unique needs - The ability to remove Budgeted Hours and add in some currency conversions for billed (outstanding) invoices as well as unbilled items. To put it into context: I work in SaaS/FinTech as a consultant subcontracting from the US with a firm based in Australia (as well as one domestically). I work/bill by billable hours - Billing the Aussi firm in AUD and being paid in AUD (converted into my US bank upon delivery).Customize the Payment terms
Hi all, in Italy it is very common to have different payment terms like: Wiretransfer at 30 day from the invoice date Wiretransfer at 60 day from the invoice date etc... etc... Could I customize in some way the invoice to have this kind of payment terms appear? We also do Invoice with payment terms splitted in more than one tranche like Wiretrasnfer at 30-60-90 days from the invoice... how could zoho invoice deal with this? Thanks in advance, FilippoInvoice
Hello! a have a question. There are some situations when after invoice sent and money piad something goes wrong. This leads to changes in overall price. For example: I sent my customer an invoice with the total price 2000$ and he paid it. After this my customer tells me that delivery is his responsability, and the price is going to be 1800$ but he already paid 2000$. How can I change my invoice or somehow make a note about this overpayment in ZOHO? Maybe somehow count it in future invoices for thisCustomer Portal - User access rights
Hi, I'd like to define some access rights to the customer portal. My customer have different departments and the user who can validate thimesheet is not allowed to see invoice. So I want customize its rights to only permit him to manage timesheets How can I do that ? Thank you in advancedEU Strong Customer Authentication (SCA) for card payments
Hi, Just had an email from Stripe: "On 14 September 2019, a new European regulatory requirement called Strong Customer Authentication (SCA) will introduce two-factor authentication requirements for many online payments in Europe. We expect this regulation to be enforced in the UK regardless of the outcome of Brexit. Payments that aren’t authenticated will be declined by your customers’ banks. We’ve released a new payments API and SCA-ready products to help you prepare for this change. To get readyIs it possible to show the reduced price in the item line?
hey, we offer discount (%) to some of our services (programs) when customer buys them for a certain amount of people. We than give them 10-25% discount on the regular price. ZInvoice does not show the reduced price for what the customer saves in the item line. They would only see this if they just bought (qty) 1 in the Amount field. Is it possible that we could add the reduced price under the regular rate? Something like the normal rate dashed through and the new Rate underneath Example: Productvarias monedas
UNA MOMENTO DE HACER UNA COTIZACION O FACTURACION NO ME PERMITE FACTURAR O ELEGIR EL TIPO DE MONEDA. AL MOMENTO DE GUARDAR A CLIENTE ME SALE MONEDA BASE DOLAR PERO QUIERO EN SOLES Y NO ME PERMITE CAMBIAR DE MONEDA.Formatting of Discount on Invoice
When I use the Discount feild on my invoices, the field label prints as follows: Discount(10.00%) This is not a major issue, but the formatting looks ugly without a space between Discount and the parenthesis. Can you please add a space there? Also, is it possible to show the discount without any decimal places (e.g., 10% instead of 10.00%)? Thanks, DonnyI Pay
Hi all. I was wondering if you could put an I Pay option on the online payments options.Changing email for Super Admin on Free Account
I want to change the email for my Super Admin user in Zoho Invoice. I have the free account, so I only get one user, and it won't allow me to change my email. It seems like you need to switch the Super Admin to someone else and then change, which obviously can't happen with one user. Do I need to upgrade in order to change?Invoice expense summary
Is there a way to include an expense subtotal for multiple expenses in an invoice?Contract Management
I own an outdoor advertising business and have been using Zoho Invoice for about 6 months. I must say that I love the functionality, ease of use and benefits it gives me. One major option that I could use is a module to management contracts. Some things I would like to have are: keep up with start and end dates, remind me when a contract is about to expire, be able to attach my docs to it, be able to add notes for potential new clients, etc. Does Zoho offer anything like this now? Can I add a contractGetting this Error while Creating Invoice "Invalid Element gst_treatment_code"
Hello Zoho, I am easily using Zoho Invoice without any errors till today. Today when I am creating any INVOICE getting this error - Invalid Element gst_treatment_code Getting this error when I use Save and Send function. I am NOT GST registered, so why I am getting this error. My portal name - serpwizardHow to disable Automatic Reminders during the week-ends ?
Hello, the automatic reminders are sent during the week ends. This disturbs a lot our clients. Is there a way to disable the automatic reminders during the week end ? thank you in advanceExporting detailed
Dear support team, I would like to export an invoice that shows projects and expenses to get more detailed information regarding which tasks compare to which invoices. After adding several items, I managed to get a lot of detail from the invoice export, however I would like to be able to get the dates of the timesheets from where the invoice has been generated from. How can I achieve this? This would be the structure that I have in mind: Timesheet date/entry Invoice number Customer name Item nameInvoice detail lines not showing
Hi, Previously, all timesheet items have displayed on an invoice. The current invoice shows one total line. How do I get all the lines to display on the invoice?Item search in Zoho invoice app
I have been using zoho invoice for almost 2 years, and the app works great. But recently when I try and do an estimate or invoice, every time I try to search for an item it doesn't show up. I have to type exactly what I am looking for in order for the item to show. say I am looking for an item (Sink: stainless steel 50/50) If under search I type 50/50, it doesn't show I have to type Sink: Stainless... for it to show up. Before the update I was able to find it just by typing 50/50 Is thereWhat's New this August 2019 in Zoho Invoice?
Hello everyone, A slew of new integrations and enhancements are what awaits you this month! Keep reading to know what we've added to Zoho Invoice in this past month. Enhancements to Zoho CRM integration The Zoho Invoice - Zoho CRM integration has been enhanced to bring more context to customers when syncing them with Zoho CRM. As part of this enhancement, we've made the below changes: To differentiate between B2B and B2C customers, we have now added a field Customer Type in the contact creation page,Introductory text on estimates and bills
Hello dear Zoho users Is it possible to have an editable introductory text on estimates and bills at the beginning, without fiddling with the html of the document? I'd like to describe the details of my service before the listing of the sales items ... Best regards, Z.Problems with Swedish characters when importing
Hi, first of I l really LOVE your product but I have one major problem right now: When I try to import contacts from Gmail I get ���. It all looks good in the pop-up, I see ÅÄÖ, but when I have imported the contact and look in the list I only see this question marks. Is this a know bug? I haven't seen any reports on it... I also have a request - it would be great if it was possible to sync contact date between Invoice and Gmail. I don't use Zoho CRM because it is to much for me so syncing backRegarding debit note for late fee of due invoices.
Hi, We are using zoho invoice API to create automated invoices from our application for customer. previously we were collecting late fee with in invoice as adjustment and the template was fine. but now as business rule changes we need to raise a automated(through API) debit note to collect late fee each month for all due invoices and this should same as invoice except the following changes in template one we create and send to customers: header should be "Debit note" instead "Tax Invoice", invoiceNext Page
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Coming 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 PagesZoho Finance Workshop 2025 is Happening Now!
Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and takeChronicles of 2024: The Year in Retrospect
As we close out 2024, let’s take a moment to highlight the new features and updates that have enhanced Zoho Invoice in 2024. Among the exciting enhancements, we have launched a new AI-powered chatbot designed to assist you in understanding the app's features
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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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