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", invoiceHow can I change the invoice as paid at App?
Hi there, My invoices are overdue because I have no idea how to mark them as paid. I found usage online, but I could not find how to change them as paid at application. Does anyone can help me with this? Thank you!invalid valid passed for file name
I cannot attach pdf files. the names do not contain any strange characters and are named similar to other files that were updated succsffully one day ago. I tried to have a chat on line but she was useless and wasted my tim, I really need this addressed quickly so I can invoice my clientHow good is Zoho Invoice with Zoho CRM?
I'm wondering how their Invoice module is and how well it integrates with their CRM. Is it flexible, easy to use? Is the time tracking feature worth being called so? What is your experience with Invoice? Thanks you!Zoho Invoice add-on for Gmail
Hello everyone, You can now bring your Zoho Invoice organization within Gmail, with the all new Zoho Invoice add-on. You can increase your productivity by connecting Zoho Invoice with Gmail. Read on to know how this add-on can help you. Add senders as customers With the add-on, you can add customers to Zoho Invoice without leaving your inbox. Whenever you receive an email from a customer or a potential, you can add them as a customer or contact person to your Zoho Invoice organization. Click theIRPF in Zoho Invoices?
In Spain, some times, in one invoice, you need to add two different taxes: one positive (IVA) and one negative (IRPF) Are you planning to add the possibility of adding two different taxes in the same invoice? Thanks!Previous/Unpaid Balance on Invoice
Hello, How do I get my customer's unpaid outstanding balance to automatically show on their invoices? I'm assuming there's a %placeholder% to get this information to appear. I want it to show something like: %InvoiceTotal% (current invoice's total) %PreviousBalance% (customer's outstanding balance due from previous invoice(s) ) %TotalBalanceDue% (current invoice + unpaid previous invoices = TOTAL) Right now, I can only get their outstanding balance to show up if I manually add it into the invoiceRetrieving invoices via the API - error This user is not associated with any organization
Hi, I am trying to retrieve invoices for a particular company. If I use this request: GET https://invoice.zoho.com/api/v3/invoices HTTP/1.1 User-Agent: Fiddler Content-Type: multipart/form-data Host: invoice.zoho.com Content-Length: 0 Authorization: Zoho-oauthtoken 1000.8eb42651497dc8d0859bfad74af4753f.0a863a2dccddb0d7375df14fe4xxxxx X-com-zoho-invoice-organizationid: 3229705000005137583 I get this response: {"code":6041,"message":"This user is not associated with the CompanyID/CompanyName:3229705000005137583."}Fix shipping charges fees (Custom Function?)
Hi. I plan to fix a standard price for shipping charges. Instead of manually typing it, I was hoping to use Work Flow and Custom Function to automate a fix amount for shipping charges. Anyone know how I can find the code for it?How do i Add Taxes after the total?
is there a feature of custom field that allows me to calculate a VAT after the total has been added. I want to be able to calculate a final VAT on the total amount rather than to add it to each item. lilke this; Subtotal = $000 Tax 1 = $000 Total = $ 000 VAT = $000 Grand Total = $0000Estimate Template designed
Hello Is it possible to create fully custom templates for quotes? When I go into "template" I find old templates that I had created entirely. When I want to edit I have the error: "Please specify the" taxItems "This tax has been added to your HTML tax. How to correct this error? Thank youMileage expense in mobile app
Is there an option I am overlooking in the mobile app that is similar to the online app for entering billable vehicle mileage?What's New this June 2019 in Zoho Invoice?
Hello everyone, We're back with yet another set of updates and enhancements that makes your invoicing experience easier. Let's take a look at all the changes made to Zoho Invoice for the month of June. Get timesheet entries approved by manager We have Client Approvals for timesheet entries already, and now we've gone a step further and introduced approvals by project managers as well. Users can submit their logged time entries to their manager for approval. Once the manager approves it, the timeCustom Email text for scheduled sending of invoices
I can only edit email-text when directly sending the invoice. If I schedule the sending process, I don't get the message window.How do I change my billing increments to 1/10th of an hour?
Currently my invoices bill in very small increments and I would rather bill in 1/4 hour increments or 1/10th hour increments. Thanks.How to show contact name and telephone number ont the invoice
Can anybody show me how to do this?Can't import items into Zoho Invoice
Hi, I just spend whole day trying to import items into Zoho invoice. I was successful before but for some reason the file I choose doesn't correspond to the actual file on my computer?? It's as if it remembered the last file but can't see the updated one. I have tried everything - the file is not too big. If I use the option to skip it skipps all files that are already in the app, but completely ignores items that are new as if they were not there. If I use override option it says illegal value specifiedNext 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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