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.Banking details needs to be captured during payment/receipt transactions
Banking details needs to be captured during payment/receipt transactionsprint out items- catalogue
As a company we carry pricelists which has always been difficult with zoho crm. So in invoices what are our options. We have just been printing out the item page in different views. Does anybody have ideas on creating proper reports with the images. This would be so great. i know we could create a blankish quote sheet and the list all of the items but not ideal.reports: BCY vs FCY
Hi, when viewing reports in the new invoice interface, there is a selection button labled "FCY / BCY" on the right hand side above the report item list. Was just curios what FCY and BCY means. Thanks!Restrict Items showing in Zoho Invoice?
Is it possible to only show certain items in the Invoicing App, even if listed in Inventory App. I have created composite items, which are manufacturing components and not required for the Sales person to see in Invoicing. Having all the items showing makes it too complicated for the Sales Person, you know what sales people are like!Invoice with hourly rates plus lump sum / fixed rate
I bill my clients per time plus when I work for them at their location I charge a fixed rate that covers the time and expenses spent on travelling to them. When I work from my office, I do not charge them that fixed rate of course but only the time that I worked for them. My question is: How to include the fixed rate for travelling in my invoices? Currently I am using Google Sheets to keep track of my work and have a column to state if the fixed rate applies. Ideally, I had hope for a checkbox likeReport Designer
Hi, Is there a possibility to create a new report by user themselves - selecting the columns required in the report and the filter fields and the field to be grouped. Basically a report designer kind of functionality is what is my look-out. As in the Project area - only there are 3 reports - Project summary, project detailed and timesheet report. This is not enough. So may be if a designer sort of interface is there - then it will be good to choose our own columns and grouping and filtering to generateBad change in online payments
Until now, when I send an invoice to a customer to pay online, the email contained the link to the payment page, no matter if the customer had enable portal or not. From now on, if the customer (or one of the contacts under the customer) has the portal enable, the payment link at the invoice do not bring him to the payment page, but to the portal access page. This add an unnecessary step for the payment, first to log in the portal, just to pay. For customer was better before when they just clic theZoho Invoice and Zoho CRM integration
hey, i'm using zoho invoice for estimated/quotes and invoices i activated it in zoho crm. Now i want to send my customer an "sales order". Is it possible in zoho invoice to create this? I don't use the quotes module or invoice module from zoho crm because it has limited funtionalty for my workflow. And what i also don't want to do is creating the sales order from scratch in the sales order module. I want it to work automaticly otherwise it's just slowing me down not helping me. maybe someone canNo bills in the customer portal
Customers can not see invoices in the customer portalchange company name?
Hi, how do I change the company name on my invoice? Thank you in advance.Can I search by custom fields?
Hello all, I had added a custom fields to my contacts so that I can reconcile them with another system. Can I search contacts by custom fields? Right now I have to pull ALL my contacts and search them. Thanks RalphStatus of unbillable tasks default incorrectly to "unbilled"
Steps to reproduce (in the browser interface): - click on Timesheet in the left sidebar - click on a project name - in the Tasks list rollover a Task with Type "Non-Billable" and click the Start button that appears - the Status of the task appears as Unbilled Shouldn't the status be "Non-Billable"?GoCardless- Mandate Sync.
We are more than happy to announce an important update to our GoCardless integration. The latest update will automatically fetch the direct debit mandates of the existing GoCardless users to Zoho Invoice accounts, and you can start collecting payments without any hitches. Learn more.Date and Time in Invoice lineitem
How can I include timesheet date and time (time spent from - to) on an invoice line item. I did it once but cant remember how I did it. Also, can that be set as default?How can I create multiple labels for the Quantity value in an invoice template?
I'm trying to bill for services by the hour plus add expenses by the each. But I cannot figure out how to customize the way the items are described. The services are saved as a project with time entry and set to bill by the hour. I add the project to an invoice using my template. In my template, I set the label for "Quantity" to say "Hours" at the top. That part works as I'd expect. But I also have unbilled expenses that I add to the invoice. These expenses are categorized and given a dollar amount.What's New in Zoho Invoice- April 2017
Here at Zoho Invoice we are always coming up with new features to make invoicing easier for our customers. Check out what's new in Zoho Invoice for the month of April. Introducing Zoho Finance Plus We’re happy to announce the launch of Zoho Finance Plus, the most comprehensive suite of cloud-based financial apps for your business. Read more. Add Favicon option With the latest update in Zoho Invoice, users who have set up custom domain can add favicon to their Zoho Invoice web app to further enhanceI added some custom fields, now I need to export them
Can someone let me know how to export custom fields?Does zoho offer something like hello sign where customers can sign a contract electronically?
Does zoho offer something like hello sign where customers can sign a contract electronically? Im getting frustrated with entering the customers information twice (once for each application) and I am looking for a product that is more seamless. I use zoho invoice, so i want something that will merge the data over.Tax calculation not adding correctly
I'm having a problem with my taxes on invoices. Currently I have two taxes set up; PST at 7.0% and GST at 5.0%. I've set them up as a group so that they display separately however when the two are added together as a group they add up to 12.35% for some reason. This means that I'm constantly overcharging taxes. I checked both rates a reset them to 7.0 and 5.0 respectively but it hasn't changed the group rate. I need to get this fixed soon. Can anyone help me with this?What's New in Zoho Invoice- March 2017
Check out what's new in Zoho Invoice for the month of March. 1. Introducing Direct Debit payments through GoCardless: Zoho Invoice integrated with GoCardless to make accepting Direct Debit payments easier for Customers in UK. Whether it’s a recurring invoice or a one-off invoice, your customers can authorise you to collect money directly from their bank account whenever the invoice is due, which means you always get paid on time. Customers in Europe can also start accepting SEPA payments via GoCardless.Multiple thank you notes
Hello, there is an option to create multiple thank you notes in Zoho Invoice, but I don't see where I can select which note is being sent. When I mark the payment of an invoice as paid, I only have an option to send out the 'standard' thank you note. I want to send out different thank you notes based on the service provided. Is this possible? If yes, how? If no, why the option of having multiple thank you notes?Next Page
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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
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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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