Upload expense receipt
Hi there, Is there a way that one can upload the image of a receipt for an expense? Thanks, Danny.Zoho Invoice is not useful
Hello, Zoho invoice free is adding Zoho ad (sent by information) to outgoing email subject even if email body have "powered by" information. This is very bad commercial promotion because is no one can prefer to use it in this way. Free version is very limited, on the other hand standard plan very expensive. Why? Basic plan is not good option because of 50 contact 1User limitation. Standard plan seems very good but cost is 150 USD per year so 550 Turkish liras because of exchange rate difference.Viewing Zoho invoices in Zoho books
I have created a few invoices in Zoho Invoice. But I would like to migrate to Zoho Books. Please let me know how to view the created invoices in Zoho books or how to migrate these to Zoho booksTotal Invoiced Hours On Invoice
Hi, Is there a way to display a total of the number of hours invoiced, per invoice? ThanksAPI documentation for GST ready features in Zoho Invoice
Hi All, Zoho Invoice is now ready for India's new tax regime - the GST. All products of the Zoho Finance suite is now GST ready. And, not just that, our APIs are also ready for GST. Here are some highlights about the information you would require to pass on while creating data in Zoho Invoice. You canfind these nodes with the subtext India Edition only in the API Documentation. Contacts : Node Description Type Required Example gst_treatment GST Treatment for the customer/vendor. Possible values:Zoho invoice reports
I am just new to zoho and a self employed tradesman. I have left invoice2go and joined zoho.Remove Customer Name From PDF Invoice
I'm trying to change my invoice so that only the company name shows in the "Bill To" field. Unfortunately, the contact's name (Customer's name) also shows in the field. Can you tell me how to remove the contact's name and only show the company name in the invoice?Amount inclusive of tax
Hi I would like to make an invoice and list an item for $100 and charge 10% tax and have that price inclusive of tax How would i do that? instead of having 10% on top of the $100 Thank you Petermay i combine two or more zoho invoice accounts under one organization
hi i am happy if you let me know how to merge two or more zoho books account under one account because i created 3 zoho invoice accounts under one user name kindly let me knowHELP - locked out of Zoho account
Hello I can't get into my account. All email address and passwords don't work. Are you able to help me? I don't want to lose a year worth of invoices. :(Invoice date restriction
Is it possible to restrict Invoice date? I want the users who create new invoices can not create invoices for the past. This menaas a user can not create an invonice with a date in the past. How could Inrestricti ti? ThanksPortal customisation
Hello, How do you customise the Invoice customer portal? Here are what I need to change: - choose which custom fields to show in the "My Account Details" section - choose the layout of the document previews how can you do that? thanksEmbed company logo in e-mail template (embed, not link)
Hi all, we're currently sprucing up our outward appearance a bit, and as part of this effort we're revising our invoice notification and payment reminder email templates. To add our company logo to the email itself, we've resorted to using a standard img=src direct link format so far, but with the increased blocking of image links by newer email clients, more than often the resulting email looks blah with the images being blocked out and replaced with the email clients' placeholder. One way to worklink to view invoices on portal
Hello, I notice an issue when clicking the link sent to customers so they can view esimates/invoices/etc on the portal. If the customer is not logged-into the portal, the web page to view the document is show in the language configured for Zoho invoice admin which might not be the customer language. Could you at least use the langage of the user's browser? thanksPlease Bring "Reporting Tags" to Zoho Invoice
Hi Zoho, Could you please bring the Reporting Tags from Zoho Books over to Zoho Invoice? I use Invoice mainly to keep track of rent for our (money-losing) art studio, but we also sell some of our own paintings. I'd use Zoho Invoice more for the paintings if there was a way I could more easily differentiate between the two revenue streams. Since this feature already exists in Books, in my mind it should be simple to bring to Invoice. https://www.zoho.com/books/help/settings/reporting-tags.html Thanks!Text templates for Terms & Conditions
Many times we need different text on terms & conditions field, depends of the client or of the invoiced services.I have two organizations, can I merge them?
I have two organisations under my user account, with different templates, contacts, numbering, etc. I'd like to merge them together. Is it possible? Thanks in advance! Elaineaccounts and contacts more confusion
so i am even more confused with the integration of zoho crm and invoice. After trying it for a month I decided we should also integrate the accounts as well as the contacts. Most contacts are stand alone but some belong to accounts. Example letting agents etc. Pressed the button only to find that it then expects every contact to have an account. Confused, and starting to wish we had never seen zoho invoice. Sorry we do like the way we can grab payment online and do recurring invoices.accounts and contacts
another integration question for zoho crm to invoice. In CRM we use to do our invoices with the account details and the chosen contact details. WHY- we look after property agents so they are the account but their client is the contact. Please how can I achieve this in InvoiceAll dates are off by one day.
For instance, today (Friday, June 2) is appearing as June 3rd.Trying to integrate Zoho Invoice to CRM
I would like to use a custom function to create a Potential in CRM whenever an estimate is sent. Having some difficulty. 1. How does Zoho link a Invoice customer_id with a Contact or Account id in CRM? 2. Currnently, I find the Company-name from the estimate and then look it up the Account in CRM. That is working. When I try to read the ACCOUNTID, I get a "Text can not be cast to Number message. Here is the offending code... CustName = estimate.get("customer_name"); Cust = zoho.crm.searchRecordsByPDC("Accounts","accountname",CustName);Different Discount Groups
Hello World: I am testing invoice.zoho and was looking for this feature: We always have a BASIS price, which is the same for everyone, but we have different customer groups and attached to these clients different pre set discounts. Regular one time buyer get 0% discount Regular buyer get always 10% discount after first order Dealer get 25% Discount Distributor get 40% discount. I want zoho to choose automatically the discount for each client once pre selected. How would I accomplish that?Trigger Zoho CRM task upon event in Zoho Invoice
Hi there, I'm trying to set up a workflow: Account balance is overdue by X days --> New task in Zoho CRM assigned to Account Manager. Can this be done? Note: We already set up email reminders in Zoho Invoice yet our team would prefer tasks in the CRM. Thanks! P.S.: A fantastic out of the box feature addition would be a color-coded status flag (e.g. Paid, Outstanding, Overdue, In Collection) on the account record in the CRM . Ideally in the "Receivables" column.Tasks not visible on the portal
Hello, I have a problem with the portal on Zoho Invoice. I activated the portal for a contact. This contact has an active project with several tasks and a few timesheets. Everything is active and no task or project is inactive. When the contact connects to the portal, it sees the project but it sees no task in this project. Why ? thank you in advanceZoho Invoice - CRM -One integration questions
I have Zoho Invoice as part of the Zoho One package. Yet it will not let me add users. 1. When in Zoho Invoice > Users & Roles, there is no 'INVITE' option for adding any of the four CRM/Zoho One users. And when I click on the Users tab, I get an internal server error on a page with a long url but that has zoho books in the url. I have emailed support and not received an answer so trying here. 2. When in Zoho Invoice, I am trying to sync 'invoices and estimates' with Zoho CRM. But when I click enableEl codigo de validacion no es valido
Buenas tardes, en el momento de ingresar el codigo de verificacion para activar la cuenta, al numero de celular con el que registre el dominio bsitsoluciones.com, me sale un mensaje que dice "el codigo de verificacion no es valido" he solicitado que me envien otro codigo pero con todos pasa lo mismo ayuda por favorRestrict workflow rule trigger when Invoice updated via API
Hello Team, I would like to know whether it is possible to restrict the workflow rule trigger while updating Invoice through API. There is a facility in Zoho CRM API to pass parameter value false for parameter wfTrigger. Please let me know if this is possible. Thanks in advanceSending invoice pdf via email from Zoho Invoice
Hi, two questions: - how can we remove " - Sent Using Zoho Invoice" from the subject line when sending out invoices directly from Zoho Invoice? - can we add information from the contacts module when creating an invoice / to the invoice without having it show up on the actual invoice? This info is only required when sending out emails (invoice, reminders, etc.). ThanksAccess to portal without password?
I'm testing the customer's portal features and actually there is something that I think it's not so useful to the customers. My point is: each time a new contact or account is added to Zoho Invoice I have to authorize them manually to access the portal? Can't we "bypass" the authentication and leave customers to log into portal without having to input a password? Why I'm asking that: when we send a new estimate to customer, on the email template we have a url that takes the customer to the portal,Language change doesn't apply to all the messages..
Hello! I've chosen Spanish language while registering at Zoho Invoice, but when I changed it to English, all the messages in the e-mails seem to stay in Spanish. Is it possible to change that "in bulk"? I really don't want to do it by hand with every writing I see in Spanish now. Thank you![PDF invoice export] Do not split bank details into 2 pages (like page-break-inside in CSS)
Hi, Is it possible to force the bank details to be on one page, and not be split into 2 ? My Invoice ends with bank details, which look like this Nos coordonnées bancaires : Banque x RIB : xxxxx yyyyy ... IBAN : xxxx yyyy BIC : .... Usually my Invoice fit on one page on the PDF export. But it's possible that, with one extra product in the invoice, the "bank details" bloc split into 2 pages (with for example IBAN and BIC on the second page.). I want to have all "bank details" on theImporting Invoices
I'm importing a large number of invoices via CSV. I finally got all the field formats and everything working but now it's putting all rows into one client's invoice instead of creating an invoice for each row/client. What am I missing?Zoho invoice Braintree Payment issue (Internal error)
Hello, My client tried to pay his invoice several time with braintree API but it's showing an internal error... Need your help to fix that please. Thank you in advance.Disable 'Add Description to your Item' Filed Under Items
How do I disable 'Add description to your Item' field under Each Item in the Invoices.Workflow Automation
I am a long time Zoho Invoice user for my billboard company. I am interested in creating a Workflow Automation rule to send me (and other users) an email alert when a land lease payment is due. I have my land leases set up as "recurring expenses" in Zoho Invoice, so that they automatically input (once yearly per land owner). I am having trouble finding a "Workflow Rule Trigger". I feel like I need an option for "expense date" but the only choices I have are: When an Recurring Expense is: created,HOW TO INSERT ONE COLUMN TO SHOW THE COST BESIDES THE PRICE?
There is only one price in your invoice format right now, we will use it for our service cost, however,we will also need one more column to show our other costs like visa, 3rd party and etc for our customer's better understanding. So please kindly advise how to add one more cost, and then the two cost will be automatically sum. We understand that you have the option of cost in line, but we prefer vertical display, thanks!Name format
So we seem to have a strange mix of name formats in our zoho invoice. We linked it t zoho crm and did the name format in zoho crm but still no consistency. Ideas pleaseMass publishing of periodic invoices
Hi,I need to edit 52 periodical invoices in order to complete the terms and conditions field. Is it possible to mass-produce recurring invoices? Thank you"Final Balance Due 30 Days Before Event Date"?
Hello. I am amazed at the functionality of the Zoho Invoice system. I have been familiarizing myself with it for hours on end, now, and am finding my way around pretty well. When I execute a contract with a client to DJ their event, the contract specifies that the due date of the final balance (which is the total package fee minus their deposit) is 30 days prior to their event date. I have found a way to configure a custom "Event Date" field in the "Invoices" and "Contacts" preferences. The invoiceAm i missing the point? crm - invoice
So i finally got down and dirty linking our zoho crm to invoices. What an improvement in look. AND you can send invoice that can be paid online. GREAT. BUT as usual a bit half cooked. I could find no way of bringing over the price books from zoho crm so i then needed to role the whole experiment back. What a waste of time again. Please Please could we integrate them so they work in the real world or did i miss something.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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