Delivery Note without services
Hi all, It there a possibility to create a delivery note from an invoice without the listed services "idem type: service"? Thank you in advance, MichelRepeating invoice numbers
At present time it seems that invoice number must be unique. Due to local regulation, I need to reset my invoice number at a beginning of each year. This seems to be impossible in Invoices since the number must be unique. Is that really so? Any way to remove the uniqueness check? How to circumvent this? (Please note, I am not allowed to add any prefix/suffix to my invoice number!)Download Entire Invoice History?
Is there away to export or download our entire invoice history? We need a copy of all of our past invoices.How can I adjust the business address for different Invoice templates?
Hello! I create german and english invoives. My probpem is: On the german invoice, I don't want to have the country placeholder for my business address. On the other hand - I need this feature for my english invoices. If I change this item on one invoice - it gets changed on ALL invoice templates. How can that be fixed? Thanks in Advance PatrickEmail and print invoices
Each month I have a mix of email and print recurring invoices. After emails have been sent not sure how to go back and print the remaining invoices.Content of the mails sent with Zoho Invoice
Hi, When I send a quote with Zoho Invoice, I use an email template that has already been created. Sometimes, depending on the client, I add a personal message. When I send the email with the quote, I see in the quote timeline that the email has been sent. How to find the mail history with its content? Is this possible in Zoho Invoice? Maybe it's possible via Zoho CRM? Thank youSuggestion - Credit Limits
Hello, I'd like to suggest a new feature for Invoice. I'd like to be able to set a credit limit for each client and to see a report showing how close to the limit each client is. When posting an estimate or invoice a warning should appear if this would take the client over their credit limit. It should also be possible in the settings to set a default credit limit for new clients which would be used if a specific limit is not set for that client. Regards, MarkAdditional custom PDF files with invoice
Hi, we are exploring Zoho Invoice. One of our requirement is to send few more PDF documents (certificate, etc) along with each invoice. Those documents will also carry a reference to the item and invoice meta information (like description, invoice number etc). Can any one tried this before, if so provide some pointers? PS: I can create a custom template but that may not help here as I need to send 4 documents in total (including invoice) for each sale. Regards!Logo sizing on PDF invoice
I'm having trouble getting my logo to size properly on the invoices. I've changed the dimensions to what you recommend (580 x 250 or as close as I could) and it comes out huge on the invoice, taking up the top 20% of the page. If I use a smaller size (130 x 70) it comes out the right size but all pixelated. I'm using a PNG image. Any suggestions?What's New this November 2018 in Zoho Invoice?
We've got some amazing product enhancements that will improve your invoicing experience in Zoho Invoice . Check them out below! Enhanced Version of Zoho Invoice - Zoho Projects Integration We have enhanced the Zoho Invoice - Zoho Projects integration. In this, you will be able to sync project related data such as Project info, Tasks, Bugs, Timesheets and its users from Zoho Projects to Zoho Invoice.With the imported data, you can send invoices from Zoho Invoice. This enhanced version is currentlyHow do I use different hourly rates for different people and their tasks when invoicing from Zoho Projects?
When I create an invoice out of Zoho Projects (Timesheet tab), I'm asked for just one hourly rate. I need to use a different hourly rate for different people, even if they are putting time in on the same task. I know I can break out lines in the invoice separately to accomplish this, but that is, obviously, manual and risky. How do I do this automatically? Can I enter a billable rate for an individual somewhere? On the invoice, can I specify which person the hours are associated to, then changeWhat's New this December 2018 in Zoho Invoice?
The last month of 2018 is finally here and we at Zoho Invoice, would like to make it the best one by making your invoicing experience better! Here are the product updates and enhancements that we have for the month of December. In-App Notifications When there are multiple users in an organization, each user tends to work on various transactions and the notification would flood the mail box of the owners of those transactions. Also, each time you receive a notification, you will need to switch betweenChangeable invoice notes?
In Invoices: Settings > Preferences > Invoices. I've filled in what my husband often likes to put, in his invoice notes for customers -- but he doesn't want it to ALWAYS appear, but cannot remember the text on his own. Is there any way to save that as a notes "option," and call it up into the invoice, the exact same way, "on demand?"Track Discounts / Subtotal with Discount
Since many of my clients are non-profit organizations, I offer them a rate discount for certain design services. Is there a way to track discounts so I can see how much I've discounted throughout the year? Also, I'd prefer to show the discount AFTER the subtotal so the actual billable total is shown, as well as the discounted amount. It's important to do that to show value of my services. Is there a way to do that? Thanks so much in advance.Edit item details
Hi! I'dl like to edit the Quantity section, in the item details field. It always appears Days generically but i'd like for it to be Hours. how do i do this? Thanks, AlbertoSuggestions for improvement
My Business has recently used Zoho Invoices to invoice all our customers. But as much as we love this platform there is little to no room for customizability. I would love to see some of these listed suggestions added to this platform to improve its efficiency. Invoice status Add the ability to input custom status. The only ones available are paid, Sent, Void, Write Off. I would love the ability to add custom ones as I please. Invoice Templates Improve the customizability of the current templates.Access to Zoho Invoice offline?
Hello, I see that zoho invoicing is a cloud based system which very useful. However, since I am in the process of integerating it to my business, I want to know if we can use it incase there is a temporary unavailability of internet due to unforseen circumstance. So, can your system be used in "Offline Mode" to create invoices without net access, and synchronise again when net becomes available? since, our business cannot stop even if internet goes down for a while.hi
I need online payment form in that i need two option with those who have paypal account can sign in and made the payment and those who have no paypal account direct pay by credit card by paypal gateway how it is possibleExport Expense Attachments in Bulk
Greetings, Is there anyway to export expense attachments in bulk? Thank you.What's New this October 2018 in Zoho Invoice?
We have some exciting product updates and enhancements for October. Keep reading to know about them! Zoho Invoice - Zoho Mail Integration No more switching tabs to check emails and transactions simultaneously! Integrate your Zoho Mail account with Zoho Invoice to have your emails and transactions under the same roof. This integration simplifies the process of attaching email documents to your transactions and all the mail activities can be viewed within your Zoho Invoice organisation. You can checkoutHow to show two taxes in an invoice
Hi, I have two taxes and i'dd like to show them on my invoice. Now the tax rate is calculated butthere is only one line Tax with the sum of my two taxes. on my invoice, i'dd like to have sub-total ______ TPS _______ TVQ _______ TOTAL ________ is it possible? ThanksITEM INVOICE CALCULATION WITH MONTHS
Dear Sir, My Invoicing item working has Item Qty * Rate * Months, As Rental System Example I am doing Rental business of Computers where per Computer Rent is 2000 per month. So If my Customer has requested 3 Computers for 3 Month then Invoice Will be Item----------------- Qty--------Month-------Rate--------Value Computer - ----- 3 ------------ 3 ----------- 2000 ------- 18000 (Qty * Month * Rate) 1. How get above result ? 2. Can we change Title of Qty to Numbers or any other ? Pls suggest for theInvoice Item Description Field
Hello, When I create an invoice, I choose an article as an item, for this item I can add a description text 'Date value, or something else). But this description text is not show on the final invoice. Why ?Zoho Invoice - Timesheet entry sort order is inconvenient
Before, I think the default was sorted according to Date. In the last month or so somehow this has changed to Task order. And even if I sort by date, it resets itself next time I log in. I believe default should be date in descending order... i.e. most recent dates first. Or at least leave the sort order I set to last and don't keep resetting it to Task order Thankswhy does this say this Estimate cannot be raised for items that have been deleted or marked as inactive.
Estimate cannot be raised for items that have been deleted or marked as inactive. trying to clone an EstimateHow do ask for a read receipt on emailed Invoices?
How do ask for a read receipt on emailed Invoices?Signature on Invoices
Is there a way i can have the signature be at the bottom of the page without it moving to the next page.Add Expenses in Invoices
Hi, whenever I add expenses to an invoice they will be displayed as individual line items. We are working with a team on a project. Adding expenses as single line items is resulting in a very long list which will not be accepted by our customers. Is there a possibility to add a summary of expenses as a single line item and add details as attachment ? This functionality seems to be existing for projects but nor for expenses at all. It would be also good to have the possibility to split expensesAPI: Receiving invalid JSONString when creating a new Contact using PHP
Hello, I'm integrating Zoho into our inhouse application, but I'm experiencing some issues with posting to the API. All of them being related to JSONString is invalid. And I don't seem to find a solution. Is there an online JSONString validator? My JSONString for creating a new contact: "JSONString" => "{"customer_name":"9a52ef41-df2b-42e9-ad8f-383f03208878","billing_address":{"address":"Foo 21","street2":"","city":"Palma","state":"Palma","zip":"77010","country":"Spain","phone":"099 999 999 999"},"contact_persons":{"email":"john@example.com","phone":"099Legal invoices
As you may have noticed several countries like Peru, Chile, and Colombia have started to standarize a similar invoices format so I was wondering what would be the format for integrating that with your ZOHO Invoice platformNewbie Question - What is best way to create contacts?
I am unsure of the best practices for creating contacts for an organization as I couldn't see a way to create information about an organization, only contact information for people within an organization. Say I do work for 'ACME Products' and want to send an invoice to their accounts department person John Smith. Do I just create a contact 'John Smith' who belongs to ACME Products? When I go to create an invoice it asks me to choose from a list of contact names, So how would I distinguish John SmithHow do I change the "Contact Display Name"
I've set a 'contact display name' for each of my contacts, but want to change it. When I go to edit the contact it doesn't appear to allow me to change the 'contact display name' How can I do this? ThanksAre there any plans to add a Polish language into Zoho Invoice?
I have Polish customers and it would be much easier to have a possibility to translate the templates: invoice, estimate, payment confirmation. Is it possible to do it? or maybe you plan to add this feature?Generating invoices from CRM for multiple clients
We currently use Zoho CRM. We invoice clients on an annual basis, with different clients being billed different months. We would like to be able to generate a report in Zoho CRM listing all clients that are to be invoiced that month with a list of the products they use. Then we would like to automatically create invoices in Zoho Invoice for those select clients. Is there a way to do this?What's New this August 2018 in Zoho Invoice?
A new month means feature enhancements and new product updates from Zoho Invoice! Let's look into what's in store for August. Mail Notifications on Reaching the Workflow Limit How about knowing your workflow limit and creating workflows accordingly? Wouldn't that be more easier? From now on, you'll be notified via email when you're about to exceed the limit of your workflow count. This email would be sent to the primary email address of the organization. Additional Filters for Timesheet Entries WeHow to email a credit note via API with default email template?
Hello, I send credit notes via API using https://www.zoho.eu/invoice/api/v3/#Credit_Notes_Email_a_credit_note but without JSONString. It sends a credit note to default contact email and uses a default email template. Now I have to use JSONString because of the need to email credit notes to specific email addresses. It requires to set subject and body. But that body replaces the default email template. Is it possible to send a credit note to specific email address using the default email template?ZOHO CRM We require invoice to show subtotal, tax 1, tax 2, grand total
I see there are many topics posted relating to this issue. We are required by law to display these items individually on the invoice or receipt. Love Zoho, but without this ability I am afraid we will have to look for another crm provider. Please tell me there is a way to fix my invoice templates to display the subtotal, tax 1, tax 2 and grand total individually. Specifically we require Subtotal: $ GST: $ PST: $ Grand Total: $Customers not receiving emailed invoice
Hi, The only problem I seem to be having with Zoho Invoice is some customers are not getting emailed invoices for some reason, one is a hotmail address, not sure if that has any bearing on it? Most seem to be getting them fine, just 2 or 3 not working. Very happy with the rest of the package though. Thanks SeanLLP Accounting
Dear Team I have an LLP and would need the features to be enabled like calculation of Book profit and calculation of partners share and partners remuneration etc. Also in a service industry the invoices bearing quantity and rate is not required rather it will be great if there are customize options at the invoice levelTiered Pricing Structure on Invoice
Is there a way to develop a multi-tier pricing structure on an invoice in Zoho. For instance there may be 4 line items on the invoice. Each of the line items will need 3 different prices associated with it, listed as separate columns. And a cumulative total for each pricing tier. Is this possible to set up?Next Page
New to Zoho Recruit?
Zoho Campaigns Resources
Announcements
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
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
Zoho Books Resources
Zoho Projects Resources
Zoho Orchestly Resources
Zoho CRM Plus Resources
Zoho WorkDrive Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho Creator Resources
Zoho CRM Resources
Sticky Posts
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
Top Contributors
SELVAPRIYA V
Michael Godlewski
Rebekah Hudson
Angela Spencer
Naveen Kumar