How 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: $Customers not receiving emailed invoice
Hi, The only problem I seem to be having with Zoho Invoice is some customers are not getting emailed invoices for some reason, one is a hotmail address, not sure if that has any bearing on it? Most seem to be getting them fine, just 2 or 3 not working. Very happy with the rest of the package though. Thanks SeanLLP Accounting
Dear Team I have an LLP and would need the features to be enabled like calculation of Book profit and calculation of partners share and partners remuneration etc. Also in a service industry the invoices bearing quantity and rate is not required rather it will be great if there are customize options at the invoice levelTiered Pricing Structure on Invoice
Is there a way to develop a multi-tier pricing structure on an invoice in Zoho. For instance there may be 4 line items on the invoice. Each of the line items will need 3 different prices associated with it, listed as separate columns. And a cumulative total for each pricing tier. Is this possible to set up?Search button at new estimate window.
Hello; Is there any way to see the item description when creating a new estimate? Below there is an example. We have a coded items list and the item description is more familiar for us. Searching items window shows you item name only. Thanks a lot for your help.Gif in email
Hi everyone ! I create a "superb" thank you email for my client and in this email I add The Brad Pitt Gif Brad It Work in the preview but when the client receive the email it was replace by a jpg :-( any feedback !?Invoicing currency deferment from purchasing currency
Hello, we are purchasing stock in USD$ and selling in GHS. is there and option to create a price list and INV automatically in GHS? i.e Zoho to convert USD cost to GHS price by INV date of currency value and add margin to the final customer INV. Another example, we purchase product X in 50 USD and sell it 2 weeks later with 15% margin in GHS. Zoho to add 15 to add 15% margin and convert to currency of the same date (2 weeks after purchasing). We use Zoho invoice and Zoho inventory modules. Thanks.Recurring expenses in dashboard
Hello, I have enter all my recurring expenses to see how much my tools cost every month, but when I'm on the dashboard I only see the "one time expense" not the recurring ones. How can I see all my expenses for a specific month in the dash board ? Thanks for your helpIs it possible to Accept/Deny booking by others who was delegated by calendar's owner?
Normally when I got an email notify for a new booking in calendar, I proceed accept/deny the booking. But when I am on leave, I forward email (automate) to my colleague who were delegated as manager to manage the calendar on my behalf Is it possible for them to accept/deny the booking for me?SECONDERT DISCOUNT OPTION MISSING IN ZOHO INVOICE
I WANT TO GET SECONDERY DISCOUNT OPTION IN MY ZOHO INVOICE???? SO PLEASE HELP MEWhat's New this July 2018 in Zoho Invoice?
Hello Everyone, As we step into the second half of this year, we've made some significant feature upgrades to Zoho Invoice. Read on to know to find out if this feature is what you've been looking for this month! Hassle-free GSTR 1 Filing (Indian Editon) File your GSTR-1 without much effort using this new feature in Zoho Invoice. The GSTR-1 report deals with the outward supplies of goods or services in your business. So you don't just create contacts and record invoices that are GST compliant, butNo contacts for the customer
I get the following email when a payment reminder goes out to one particular customer: Payment Reminder - No contacts for the customer John Doe Construction Hello, Payment reminder for invoice INV-599 dated June 01, 2018 is not yet sent to John Doe Construction, as contact details are not available for this customer. Please send the reminder manually. Thanks, Team ZOHO However, all contact information is in the "Contact". Please help!Down payments
Still looking for a way to setup down payments. Our terms for payments are 40/30/30 -Milestome payments. I have no way to setup this in the invoices. Our customers need 3 invoices. I can send a 40% invoice, then a 30%, etc. But I don't have any controll about the overall amount. The only way is to do all 3 invoices at the start and "mark as send". Later edit nr. 2 and 3 and send to the customer. In this case I have to setup a virtuell due date for invoice 2 and 3. what don't work. And I can'tRecurring billing on estimates and invoices
Hi Ashika Hope you are well. We have a combination of Hardware and Software products, the H/W is a once off cost, the S/W is a saas product (software as a service) billed monthly (recurring) how to we clearly define them on an estimate and invoice differentiating between the once off and recurring costs. Thank you. Looking foward to your reply. Regards Dave Ramzoho invoice - free plan - adding 19% VAT
HI, I have an invoice value of e.g. 2000 EUROS. now i need to add 19% VAT on this amount so in the invoice it should be VAT = 19% = 360 and total should be 2360 EUROS. Please guide me how to add this to my invoice. I tried adding custom filed but it didnt work.Does anyone know how to edit the timesheet functionality and stop it from "rounding up" timesheet hours entered?
How do you edit Timesheet entries, so they don't "round up" to the next whole hour? It's messing up my invoice to my customer.What's New for this May 2018?
Hello everyone! We, at Zoho Invoice are constantly on the lookout for ways to improve our product and to provide a seamless experience for our customers. This month of May, we bring to you unique features and enhancements in Zoho Invoice. Annexure on Invoice Templates You can now include any legal information of your business to your invoices. You can add these details in the Annexure section which will be displayed at the footer of the invoice. With this, you can provide clear-cut legal detailsError in latest update rejects HTML tags
We're getting the error "Invalid value passed" for any HTML tag in an editable field. This error prevents us from creating bold or italic text in item descriptions. The error also prevents us from using hyperlinked graphics in our estimates--an extremely useful feature that we hope can be restored soon.Invalid value passed for Customer Notes
Hi i`m trying to do some invoice and i get this Invalid value passed for Customer Notes for any customer once i wanna saveZOHO Invoice API - Java Wrappers
Hi, searching for a convinient way to integrate zoho invoice in my java app. unfortunatly only for books a java wrapper exists. are there any plans to publish the api with swagger or raml? or any plans to provide a java wrapper? can the books wrapper be reused easily ? martininvoice in negative amount
In Spain is necesary create invoice with negative amount. How can I do it?Sandbox/test data
I am trying to test the Invoice API, I am wondering if there is a data set that I can upload to test the API? Or is there a sandbox for Invoice?What's New this June 2018 in Zoho Invoice?
Hello everyone! It seems like 2018 had just begun, and we're already in the middle of the year! As time flies quickly, we at Zoho Invoice have been working on new features and enhancing them at a faster pace. Here's what we got to offer for the month of June. GDPR: To comply with GDPR , the following changes have been made in Zoho Invoice: Sensitive information will now be stored as Personally Identifiable Information(PII) in Zoho Invoice. We have brought in an option to restrict/grant access to the sensitiveEdit or Delete Invoice Items
When creating an invoice, I can go to Item, then 'Add Item' with Name, Description, Rate and Tax. Now, how can I 'Edit' an item if I want to change a field, so that everytime I choose it from the list, it has the new information? And, how do I 'Delete' an Item from the items list?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
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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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