Employee (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.Arturo
Buenas Tardes, Como reactivo mi subcripciónBalanceDue vs InvoiceBalance
In customer statement you have the tag: BalanceDue In invoice settings the tag: InvoiceBalance Can you make available the BalanceDue for the invoice template? It's more logical to inform a client about all the balance, not the balance of one invoice. For 90% of users, the tag InvoiceBalance it's useless. Almost everyboy has a balance for the current invoice and almost everybody pay in full.Is it possible to change the PayPal button on an invoice to Stripe? or is that a PayPal or nothing feature?
I'd like to use Stripe as the primary collection methods when sending invoices to clients. I can't see a way to include a link, or change the default PayPal link to Stripe. Does Zoho currently support this?Adding a Zoho Projects Task when a draft invoice is created
Hi, I have a bunch of recurring invoices set to create draft invoices for me. Is it possible to get Invoice to add a task to Zoho Projects asking me to check & approve the invoice? I've tried using webhooks connecting with Zoho Flow & Projects but these only seem to work with created invoices and not drafts. Just need a way to know when a draft has been created so I can approve it. Many thanks. Rgds JonZoho Invoice API in PHP
Hi, I am trying to integrate with Zoho Invoice API using PHP. Is it possible to get the invoices and contact data using date range(like created from 01/04/2019 - 20/04/2019) using CURL ? If possible could you please send some sample PHP request and response. Thanks & Regards, PavithraClient accepting estimates
the biggest problem I have with Zoho invoice is that it does not allow me to completely stay online. When a client sees the estimate and agree to pay it, there is no way for them to sign on the estimate to agree to Pay. Also they need to agree to terms and conditions linked to that estimate and sign that as well. This is would be a great add on to your service.Hoe can i include multiple billable expense into one invoice?
Hoe can i include multiple billable expense into one invoice?Progressive payments
In my business a client has a project that will be paid in more than one payment. I would love it if there was a section at the bottom of the estimate that automatically calculated the progressive payments based on customizable percentages and descriptions of the job. Example. Total cost of project is 20k plus tax. - Deposit : 10% = 2000$ plus tax - start of project : 40% = 8000$ plus tax - upon completion of xyz : 40% = 8000$ plus tax - upon completion of job: 10%= 2000$ plus tax. Once this estimateWhat's New this March 2019 in Zoho Invoice?
As this new month begins, we bring you a bunch of new enhancements and updates. Read on to know about what we've added to Zoho Invoice for the month of March. Configure advanced settings in ICICI eazypay (Indian edition) If you're an Indian edition user and have set up ICICI eazypay as one of your payment gateways, you now have the option to configure advanced settings. You can specify who bears the transaction fee and also enable the modes of payment for your customers. The online payment modesNot mandatory field, mandaroty
Hello, I opened the Invoice App for the first time and filled out the form. There seems to be a problem, as mandatory field, aren't marked as such (ie in red with a star). i guess this should be corrected... As I didn't filled Currency and Time zone, I get the error report, but the form still show the field as not mandatory ;)Adding Attention field to the exported PDF
Hello, is there a way to make sure that the Attention to field is in the invoice. Currently I have to manually go in and add it each time I export an invoice to a client. Once that is done then I have to go back and change it for the next invoice. If I only had three customers I could create a template for it and just use that. But we have many customers and it is very time consuming when I am sending out 20 plus invoices at a time. Can this be put into a suggestion for future feature that ZohoAdd feature to of send recurring invoices X days in advance
see attached picture from quickbooks please integrate the same I created a recurring invoice which runs every 1st of the month and is DUE on receipt (rent bill) and I want the system to email it to my customer 2-3 days before to my customer. in quickbooks you can do that, you choose how often the invoice runs and you can also choose how many days in advance to create it so in short I want 1) Invoice date AND Due date to be 1st of the month 2) System should mail it 2-3 days in advance Thank you,ZOHO INVOICE SIGNATURE
HEllo, on zoho crm all the users have their own signature... I don't find where to manage this feature on Zoho Invoice ? tks for your help MayaZoho Support and Zoho Invoices integration?
Is there or will there be support for Zoho Invoices from Zoho Support? I have found the ZSC Key but I don't know where to put them now. Thanks, EddieA Trip down the Memory Lane of Zoho Invoice's 2018
2018 has been a productive year for Zoho Invoice. We rolled out new product updates, enhancements, various integrations and we hope that these made your invoicing experience better. As we inch towards the final moments of this year, here are the highlights of some of the major product updates. Transaction Approval: Getting your transactions approved and then sending them to your customers is one way of error free invoicing. Using the Transaction Approval feature, transactions can be submitted forAUTOMATIC REMINDERS - CONTACT EMAIL
Hello, The automatic reminders are sent directly the the mail email adress of the company. It will be great if you modify the recipient by the one which receive the invoice. Let me explain : info the reminder is sent to info @ coca.com --> the invoice will never reach the accounting department. if the reminder to pay is sent to the accounting department which receive the invoice we have more chances to be paid. Thank you MayaAllow editing of invoiced estimate
Hello, I contact you because you change recently a functionnality and it is very annoying for us and for other services companies that are using zoho invoice. IN 2018, you added the feature - 1. Allow editing of invoiced estimate (see below) A Few weeks ago you replaced this feature by a new one - 2. Allow editing of accepted estimate (see below) This change is non-sense. let me clarify my position : 1. Allow editing of invoiced estimate - If I do not activate this option, it means a sales canHow to create a rectification Invoice
Hi!I have to do a rectification invoice and I'm trying to do it with zoho invoice like always. The problem is that I cannot save the invoice, when I try it, the system show me this message "La factura se puede crear solo si la cantidad total es mayor que cero." that means "The invoice cannot be saved with an amount 0". Could anyone help me? Thanks a lot! Dani.Pause button in Timer in Zoho Invoice
It would be very helpful if there were a PAUSE button in the TIMER. Unless I am missing something, I have to stop the timer and re-start the timer for a new session after I've paused to do something non-billable.Invoice Background Image
Hello, I've edited some invoice templates to include a background image. In the Edit Template section, I can see I have uploaded a background image, and I can see the preview of my invoice template where it correctly displays the background image. However, when I actually generate an invoice, there is no background image. It does not display as I'm creating the invoice, nor does it display in the emailed version sent to the customer, in the PDF, nor seen if looking at the invoice via the client portal.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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