Zoho language/framework for the backend ?
We really like zoho invoice, on which backend framework its API buit on ?
Add support for Gmail email markup
Would love to see support for email markup via schema.org. Adding this gives an enhanced customer experience as Gmail displays actionable buttons inline in your inbox. In the instance of Zoho Invoice, these would ideally be Go-To actions. Adding a small button in the inbox next to the subject with the text 'View Invoice' which would take you directly to the invoice url without having to enter the email. More info here: https://developers.google.com/gmail/markup/
Sales reports
I am a subcontractor in the construction industry, so my customers have to deduct 20% income tax from my labour. I can use a field in the total set up to deduct the CIS tax but my reports are then wrong - so for instance I charger £2,000 + VAT which totals £2,400. which it the correct total of the invoice but then my customer has to deduct 20% from my labour which is £400, and has to be shown on the invoice. so My customer only pays me £2,000 and pays the £400 over to the Inland Revenue - which is
Multiple Organizations under one Zoho Account?
I have 3 different companies/entities for which I have set up separate Zoho accounts: 1) NuInvest (own domain) 2) ISLSP (own domain) 3) Gpolzer (personal no domain) Questions: should I have set up one Zoho account and established multiple organizations with different domains. It is becoming difficult to log in and out and am trying to consolidate under one 'umbrella' account if possible. Thank you. George
invoicing for Maintenance company
i want to computerized all work on http://jevego.com . please help.
About Payroll and fleet managments
wish you I am a buseneis man So i want To work with you Basically / I have some question To start work with you Firstly/ Can l Make a payroll accountas I mean the total of money that a company pays to its employees As per my request Secondly/Do you have a fleet vehicle managment such as a fuel or safty or health managments
Which Zoho product to use?
I am rolling out a Saas based online service. I am planning to provide 3 different plans for customers 9.99$ a month 19.99$ a month 29.99$ a month Apart from subscription cost, there are on demand services that customers can order and we need to expense them accordingly. We charge our customers on monthly basis (subscription + on demand expenses). I have the following requirements 1. Ability to manage subsrciptions for customers 2. Add an expense for customer based on on-demand orders 3. A portal
Multiple Email Invoice Notifications
Hi Is it possible to have multiple E-Mail invoice notifications. We have different types of customers we want to send different types of email notifications to for different invoice templates. We seem to be able to have different invoice templates. But not e-mail notifications. Thanks Gene
Zoho Invoice: Store client's credit card details for future transactions
Hi Zoho, One important feature in Zoho invoice should be the possibility to store client's credit card details in its contact form, and charge him on any transaction (recurring or not on a regular basis), using an integrated 3rd party. We use Stripe, so that part is solved. But... Unfortunately, it seems the only way Zoho allows to store client's details is only if it is a recurring invoice! Our transactions are never recurrent on a regular basis, even if the amount may be the same and repetitive.
Report for Estimates by Sales Person
It would be awesome if Invoice would allow me to run a report on estimates and filter by sales person for pipeline management.
Error creating an Invoice in Zoho Projects
I'm trying to create an invoice for the first time in Zoho Projects and am getting a strange error message that I don't understand. It says: "Sales order disables. Please, Enable Sales Order to access sales Order related settings." I have my Zoho Projects account integrated with my Zoho Invoices account. Help! Thank you!
syncing with zoho crm
Good morning we have moved over our invoicing to zoho invoice from zoho crm and have a linked system. Over the last 2 months we have found the syning to be poor and unreliable. As we speak I am trying email and invoice to a customer. I had created the customer in crm some months ago but only today put in their email. I have then tried forcing a sync on the invoice end. written a new invoice in both the invoice app and crm but both say no email address?It is driving me and the staff made. For a great
No Zoho Invoice to Zoho Mail Integration - What's the Story ?
I love Zoho Mail and I also love Zoho Invoice so I was surprised to learn that it seems you two don't get along. I need to be able to see the system e-mails I send from Zoho Invoice and I understand that if I had chosen to use mail programmes such as GMail or Outlook then I could have integrated and had this feature. However, I chose to use Zoho Mail and and now understand that I am disadvantaged because as there is no integration available like with the non Zoho programmes? Zoho this is not
Zoho Invoice Question
Hello! I have products that I sell and I offer the ability to have the customer pay up front (one invoice) or divide the payments over 12 months for monthly invoicing. While I know that I can do an invoice for the entire amount, what is the best way to divide the amount owed and invoice over 12 months? Is this possible? Do I have to do this manually? Thanks!
Problem to delete contact(s)
Hi ! I noticed today that I could not delete contacts in my Zoho Invoice. Every time I have a error message in French as you can see on my screenshot: Google Trad: ""Customer Order Disabled Enable sales orders to access customer order settings." I can not delete one or more contacts at all. I searched everywhere to activate this famous "Customer Order". The most amazing thing is that I have two organizations with a standard plan. Each under a different user and with different parameters. And I have
Timesheet - View non-billable tasks
I am contracting for a company but for the sake of clarity I have to show when I take holidays so they can check and see my working days and my non-working days. Is it possible to show this in the timesheet overview on the portal? So I created two tasks now * Work * Holiday but when I set the holiday as a unbillable task, it does show up in my list but not on the customers portal list. Thanks!
Need to know zoho fits for me
Hello Sir/Madam, First of all i am really impressed with zoho and its features, but not tried anything yet. Here's my question..., We are running a small primary school in a small village which is stepping its first step on digital world. We need to send text messages because our people yet to migrate with emails and all And we need to print receipts rather than producing invoice And one more little thing does zoho can print receipts through receipt printer which i have uploaded as picture Thank
Editing an invoice after payment has been made
Hi. I'm wondering if you could help with the following: I have a customer that wishes to pay for an invoice (hire of equipment for an event next month), however they may add to the equipment they have ordered between now and the event. If they pay for the invoice now, can I edit it later (if they choose to add more hire items) and then resend them the updated invoice so that they can pay the difference? Thanks
Php with zoho invoice api
I am new in zoho invoice api. I would like to create a new invoice by the following step, Step 1 : html form post data to php script, Step 2 : PHP script send the data to create a new ZOHO invoice throw ZOHO invoice api. The problem I am facing is that I can't create a new invoice by doing all this. I would like to have a simple example(minimum data need) of that php script to create a new invoice.
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 books
Total Invoiced Hours On Invoice
Hi, Is there a way to display a total of the number of hours invoiced, per invoice? Thanks
API 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 Peter
may 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 know
HELP - 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? Thanks
Portal 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? thanks
Embed 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 work
link 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? thanks
Please 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! Elaine
accounts 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 Invoice
All 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);
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