What'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 specifiedEmployee (user) cost rate?
Is it possible to track user (employee) cost rate?Department Setup?
Hi, Is it possible to set up company departments in Zoho Invoice? If so, is it possible to add users to specific departments? Is it possible to restrict users to their department dashboard, invoices, and timesheets? If it's not possible, what is the best way to set up Zoho Invoice for a company that has several departments and needs to have an admin with dashboard, invoices, timesheet access to all and department managers who only need access to their department?Total value after deducting discount off the subtotal does not show on quote
Hi we need help in this issue, I copy and paste because in the other forum doesn´t show the answer. Although In tried all possibly suitable fields, the total value after deducting discount off of the subtotal of all product items does not show on quote. Example: Product1 price: 100 Product2 price: 200 Subtotal: 300 Discount: 10% Total after discount: 270 --> This value does not show! This is a critical issue for our company, please help.How to create new Contact using Invoice API?
Give an Example... I'm also tried a methode that has been given from ZOHO invoice Guide... Its not Working munch Well..Please Guide me.. And Give an brief example for that Question.....Retainer invoice query for newby
hi all, ‘I realise this must be a dumb question but I have searched and cannot work this out. I’d appreciate some one syllable instructions please. i am an artist and I do commission pet portraits. I require a 20% deposit up front prior to commencing the work and the balance on completion. So, do I create a retainer invoice for the total amount and send that with instructions for the 20% in the terms and conditions? Then apply that payment to the restrained invoice. Then send a final invoice? Or....Invoice groups with sub-totals on a single invoice
Looking for ways to either group by item/service type or by customer on a single invoice with the group sub-totals. Is there functionality to do this? Anyone have an idea how if functionality doesn't exist? For Example; Customer wants to see service/product totals by locationHow to prevent users from editing other invoices created by other users?
I couldn't find any option to allow a user to edit only his own invoice. As Zoho Invoice allows any user to edit any invoice whether it is created by him or someone else.What's New this May 2019 in Zoho Invoice?
Hello everyone, Zoho Invoice is growing constantly as a product and we bring in updates every month to help you manage your business efficiently. Let's take a look at the new features and enhancements introduced in Zoho Invoice for the month of May. Send messages with the SMS add-on (Indian Edition) We have introduced the SMS add-on feature for our Indian customers. You can now send SMS messages to your customers regarding their payments (provided they have a valid mobile phone number). You can also configureMerging 2 Organisations So I can switch between them in the app
Hi there I have 2 companies that I have set up independently and I wanted to add them both to the iOS application, but I can only see a way of creating a NEW organisation rather than adding an existing one. does that make sense? Many thanks JimInvoice does not sync change to a Projects timesheet items billable status
When I have an existing timesheet item entered into Projects that has already been synced with Invoice and I later change the items billable status from 'Billable' to 'Non Billable' inside Projects and then view the same item in Invoice I expect to see that it's billable status has also changed from 'Billable' to 'Non Billable'. Currently the behaviour is that the timesheet item status in Invoice remains unchanged and remains unaffected by the synching operation. I expect the Projects timesheetGenerating invoice api grant_token code from java api
Hi, In one of my application I am using invoice API. I refered https://www.zoho.com/invoice/api/v3/#oauth. I can able to get refresh_token and access_token through our java API passing grant_token as code parameter. But I generated the grant_token code from browser. I need to get grant_token code form API. I used the url https://accounts.zoho.com/oauth/v2/auth? with parameteres from API, Its redirecting to zoho login page to authenticate. how to achieve this, Am I need to add any authenticationWhat's New this April 2019 in Zoho Invoice?
Hello everyone, It’s a new month and we are excited to bring you the enhancements and updates we made in Zoho Invoice. Let’s take a look at some of them and see how it will help you. PayTabs Integration (UAE, KSA & Bahrain editions) If you’re a business owner in the GCC region, collecting payments from your customers just became easier. We’ve integrated with PayTabs, a payment gateway for businesses in the GCC region. You can now collect payments in nearly 168 currencies from anywhere across theRegular Price Increases with Recurring Invoices
Is there a way to have a recurring invoice automatically update its price to reflect changes to the associated price list? My industry and organization implement annual price increases, so the plan is to update the prices in the price lists. However, when a new invoice is generated as a recurring invoice, it keeps the original price that was on the price list from whenever the first invoice was generated. Is there a way to have the updated prices populate through already existing recurring invoiceSearch tiem by any contains text of item name or SKU when create Estimate
Currently when I add the new item to Estimate, I need to type the correct name or SKU from the start of text for example LENOVO ThinkPad SKU: LENOVO-THINKPAD LENOVO IdeaPad SKU: LENOVO-IDEAPAD Should we just type "th" or "id" instead of "lenovo th" and "Lenovo id" to search?Getting scope error(23:Invalid Scope Passed) while creating invoice using zoho invoice api.
I am new to zoho invoice api, I want to create invoice for one of my application and I choose to use invoice api. I red the documentation. I am facing scope error while creating invoice. I am using url https://accounts.zoho.com/apiauthtoken/nb/create and parameters as ?SCOPE=ZohoInvoice/invoiceapi&EMAIL_ID=[ZohoID/EmailID]&PASSWORD=[Password] to generate authtoken from my java application api. and following is my service to create invoice RequestBody formBody = new FormBody.Builder().add("JSONString",How to delete or reverse invoice after payment entered as received?
How to delete or reverse invoice after payment entered as received? I am testing out ZOHO invoice and entered an invoice the accepted payment. After I did this I tried to delete it but could not. A messages appeared that said I could not delete an accepted payment. Does any one know best practices on how to handle this? Thanks, NickMy Company GSTIN number got changed. I am trying to update the GSTIN unders settings. But it does not allow me to do so.
My Company GSTIN number got changed. I am trying to update the GSTIN unders settings. But it does not allow me to do so. I get the below error message : Cannot change the GSTIN Since taxes are associated with transaction(s). Delete the transaction(s) to proceed. Does this mean I need to delete all invoices to change the GSTIN? IS there any way out.Negative balance in RED
Why can't an invoice have a negative red balance? It is easier to see customers with a refund on an invoice by selecting a category that has a credit due back... I have many customers who do not process their credit/negative balance until months later.The Dashboard on the Mobile version of Zoho Invoice shows receivables for LAST 6 MONTHS.
But the desktop allows THIS FISCAL YEAR. It would be VERY helpful if the desktop and mobile apps both allows the same time frame, as the numbers may otherwise not be the same. Thanks, folks.Invoice Date
I have many invoices that a customer will put a deposit prior to an actual invoice date. When a client initiates the order, it is sometime later from the deposit date but work commences afterwards... Deposit is noted on date but an invoice should be re-dated to a later date while noting an earlier deposited date.Next Page
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What's New in Zoho Invoice | July - September 2025
Hello everyone! We’re back with the latest updates and enhancements we’ve rolled out in Zoho Invoice from July to September 2025. Here’s what’s new this quarter: Introducing the Singapore Edition in Zoho Invoice Share Invoices through WhatsApp GST 2.0Coming 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 take
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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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