What's New this February 2018 in Zoho Invoice?
Hello Everyone! The new year is here and we have kickstarted this year with our all new features for Zoho Invoice. So read on to know what's new in Zoho Invoice this January! Transaction Approval Zoho Invoice now lets you verify and approve the transactions you or the users create. This feature lets your users to create and submit transactions to an approver. Once the approver validates them, the user will be able to send it to customers and record payments. So, you can now eliminate potentialAutomated Reminders
Hi all, At the moment, our automated reminders are disabled. If we turn them on, do they apply only to the invoices we'll send after the activation or also to the invoiced currently past due? In other words: we have a couple of invoices past due, but we don't want those customers to receive automated reminders. But, at the same time, we want to send reminders automatically for all the invoices we'll send from now on. Furthermore, is the signature automatically added to reminders? I mean, the sameZoho Invoice Packages
I'm thinking of using the zoho invoice app. On the pricing page where it says "number of customers you can invoice"... does that mean each month e.g. where it says '5' on the free package. Does that mean 5 customers a month?Sorry this is attachment from last post
Sorry this is attachment from last postHow to include expenses on a labor based invoice
I am trying to bill a customer for both time and expenses on the same invoice. I have all my task based hours entered in for a project using the time tracking feature. I have also entered in several receipts(billable) in the expenses section. However I cannot figure out how to pull both the labor and the expense entries into the same invoice. Any help would be greatly appreciated.Total Sales v Total Receipts
Hello! I have a questions about Zoho Invoice. On the ,y dshboard it shows a graph of yearly income. There are 3 numbers. 1 - Total Sales 2 - Total Receipts 3 - Total Expenses. My question is What is the difference between Sales and Reciepts? I would think they should be the same but maybe I made an error somewhere? MY numbers are as below and I do not know which is correct (I am thinking about my tax filing time in April, so I want to check it early) Total Sales ¥934,491 Total Receipts ¥930,891Be careful when asking for help from Zoho
I have put off sharing this to give Zoho time to solve the problem. Before christmas my team reminded me that we struggled with the integration between crm and invoices as we use both accounts (sometimes) and contacts. We work b2b and b2c. We have discussed this on the forum and had been lead to believe that Zoho could 'sort it their end' so that we could invoice accounts or contacts. And so on the 19th of December i contact them via chat and we discussed the matter. Not a problem i was told. WellIs this possible to import more than 400 rows in ZOHO invoice
I am using ZOHO invoices. I work in a platform which allows buyers and sellers to meet and do business. So the our customers are primarily the sellers. We use rows for individual orders. Its natural that one particular invoice might require more rows , if the seller had more than 400 orders. Hence i need to have the facility to use as many rows as possibleMake time adjustments on invoices
Hi, When billing based on timesheets, when I generate the invoice I cannot change the number of hours billed to client. I would like to be able to do so without having to delete the line and add a new one, because I want ot use Zoho report and want to have a report on number of hours billed by employee. Any suggestion?Feature Flashback of 2017
2017 has been a feature-rich year with a lot of enhancements and updates. As the year ends, let us look back at some of the major features that we introduced this year. Templates We have enhanced the template section with the following updates. Exciting new templates Four new templates have been added (Spreadsheet, Spreadsheet Plus, Retail and India GST) to our existing collection, giving you more options to choose from. Custom-made item table You can adjust the width of the item columnsTimesheet, budget, estimate and invoice
Selected clients receive a not-to-exceed budget for each project. First, a timesheet project is set up for each client project. Then, within the timesheet project setup I add the budget in the budget field. Finally, I prepare an estimate from within the timesheet project, but I can't figure out how to make the budget the not-to-exceed amount in the estimate. Is this possible? Finally, will/can Zoho invoice notify me when timesheet project time exceeds the estimated budget? [so I can send a changeGoCardless
Hello I have a client registered in Zoho Invoice and in GoCardless. The email address is the same in Zoho and GoCardless. I clicked on "synchronize now" in the GoCardless integration settings in Zoho Invoice. The order has been recovered and is visible in the client account on Zoho Invoice. In the customer's account on Zoho Invoice, I checked the box "Authorize this customer to pay by direct debit". A levy was created on 27/12/17 in GoCardless. The sample was submitted by GoCardless on 28/12/17 ThePrinting multiple statements
We currently have to select individually 25 statements at a time to print our monthly 150 or so statements. This is a real pain. Is there a way to print all those statements at once? (Or is that feature coming?)Tax Invoice
I Dont want Tax invoice in template just i want simple invoiceOther Accounting?
So Zoho is fine for invoicing, but what about other accounting stuff? I saw someone else wanting to export into QuickBooks but that wasn't an option... Is there some other app (free hopefully!) that I can export to? Or is there something I should just switch to entirely?Zoho_Invoice
Hello, Could you please tell me how can I create a retainer invoice from 1 selected article when my invoice includes several articles (I would like to exclude of payment other articles from the same invoice) ? For example : I create an invoice that contains 7 articles. For the first moment, I would like my client to pay me only 50% from the 1st article. Is it possible to send a retainer invoice that concerns only 1 article ? Thank you very much in advance, Kind regardsInvoice Creation using API
Hi , Iam getting error like this : string(50) "{"code":1002,"message":"Estimate does not exist."}" while creating invoice through API. How to solve this. Thanks in advance.How to modify or delete custom fields?
Hi, I created a few custom fields for Items in Zoho Sales and would need to update/modify some of them, and to delete others. However, when i try to delete or to modify settings (such as "Display when creating transactions" from Yes to No), I have the notification that "since the custom field has been used in some transactions, it cannot be deleted" (although for some fields i just try to modify settings of the custom field, not to delete it)... What to do in that situation? Thanks in advanceInvoice Notes
Even when I go to, "Setting" > "Preferences" > "Invoice" > and I change the, "Notes" section, the invoices default to: "Please remit payment to:" [My Organization] [My Organization Address] How do you change this?HOW TO ADD TAXES FOR VARIOUS PRODUCTS?
HOW TO ADD TAXES FOR VARIOUS PRODUCTS?Stock
I am new and learning this software before making any payment How to add stocks I am using zoho invoice But not able to see where to add stock.slowness in zoho invoice
zoho invoice's been going very slow lately. opening an invoice sometimes takes minutes, or I have to leave the account and re-enter. The connection is fiber optic and goes very fastHow to disable Invoice prefix!
Hello, I just want to use the number without prefix, I leave it blank but it doesn't change, still appear INV- Please, help.Base price column without tax
Hi! I try modify the default invoice template for our business laws. I need in the Item table section the new column with base price (net) without taxes. And need the SUM() of this values in the Total section. How can i do this? Thanks BalogattIP has been blocked as you have exceeded the maximum number of requests per minute
Hi, when using zoho invoice API I get erro message "For security reasons your IP has been blocked as you have exceeded the maximum number of requests per minute that can originate from one IP address." How long the IP Address will be blocked? And where can I see my current amount of API calls for zoho invoice.Copy Estimate Number over to Invoice?
Is it possible to have the Estimate Number auto-copied or placed into the invoice when I use the Convert to Invoice option for that Estimate? Thanks for your help. JimZoho Invoice bug when Voiding an invoice
Hi I found a bug. When you void an invoice it marks any time on it as unbilled but it doesn't make any expenses that are on it as unbilled. So you either have to delete the invoice entirely or recreate the expenses Ianzoho invoice or books
I am planning to build an e-commerce website based on magento. I am planning to use Magento Zoho crm Synchronization i am currently using zoho books for my other company and I am satisfied with it. My question is, which one, zoho invoice or zoho books should I choose for the purpose of my e-commerce website? thanksExpenses and Projects on same Invoice?
Is is possible to create an Invoice that has both the expenses as well as the project done for a customer?Invoice using custom data
For our customers we have to create invoices with different prices for almost every single customer. There is a way to add add to customer profile his pricing and us that to create the invoice. Also considering we invoice every trimester there is a way to generate the invoices for all customers based on the previous rule.Tax Change
Hi, Starting from next month, tax rate is going up in New Zealand form 12.5% to 15%. Do I just change the current tax rate to 15% or just create a new one and use from next one. But leave existing one so all the invoices created with 12.5% rate are not changed ? cheers, kImport Payments from csv file without Payment Number
Hi, I am trying to import my bank transactions directly from my bank to then match them to my invoices. However - My bank does not use payment numbers and invoice seems to need that field as it is mandatory. Is there a way to delete the field or make it not mandatory anymore? The rest of the fields seem to work just fine and I will have to match the bookings manually anyways because this is a real estate management business and the renters only give their name and address, not an invoice number.Need assistance
We are a company who making online business. We have urgently need sending invoice to the customers individually through mail. We need the requirements following by 1. Bulk invoice ( Own / Selectable template) sending to 1000+ customers daily through email automatically when upload excel file. 2. Looking customer support for our customers (Like zendesk) 3. And E-Mail marketing. We need to know what is the procedure and further details.A few questions
So we use zoho crm but always found the invoicing within it a bit lacking. We really wanted repeat invoice and the ability to take payments via email invoice. So Zoho invoice fits the bill. 1. is it possible to have price books in zoho invoice for different customers. 2. please could the syncing between the two products be more frequent, i know there is manual but really sometimes the office girls pull their hair out. 3. Why can we not have accounts as well as contacts. As a company we work forAdd Authorize dot Net as a payment gateway
Please add Authorize dot Net as a payment gateway. This is a really easy gateway to interface with, and I'm sure others will agree they are one of the largest out there. Thanks!Client's biz name changed: Should I update or create new contact info?
I have a client that had to dissolve their first business and reform it under a new name mid-year, but they are still doing the same work (publishing the same magazine). Should I deactivate the original contact info and create a new contact for the new company name, or should I simply update the existing contact? I ask for 2 reasons: 1) Tax reporting: If I will need 2 separate 1099s from this person (for the two separate companies) then maybe it would be best to have two separate contacts so thatHow to modify or delete custom fields?
Hi, I created a few custom fields for Items in Zoho Sales and would need to update/modify some of them, and to delete others. However, when i try to delete or to modify settings (such as "Display when creating transactions" from Yes to No), I have the notification that "since the custom field has been used in some transactions, it cannot be deleted" (although for some fields i just try to modify settings of the custom field, not to delete it)... What to do in that situation? Thanks in advanceimpossible to generate pdf
Hello, I created an invoice. When I want to export the PDF of the invoice I have an error message: "I can not generate the PDF because the file is empty". I do not understand where the error comes from, can you look at my account (Invoice 1057)? cordiallyCreating invoice that matches billable time
I'm hoping someone could help me figure this out. Consider the following example: Set rounding preferences to no rounding. Create a project with a rate of $100/hour. Log time for a task that was 30 minutes. The dashboard accurately shows 30 minutes of billable time. However, when attempting to create an invoice, a quantity of 1 with the hourly rate forces a total of $100 instead of $50. While I understand I could manually modify this, shouldn't the application correctly calculate the total basedGrand Total not showing on the estimate
Hello, when I am editing the customer's ESTIMATE the total is shown on the bottom of it - but when I send/or preview the estimate then the Total is not there. See picture for the "total" option I am referring to. Thanks in advance for your help.Next Page
Announcements
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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