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?Staff (user) on Zoho Invoice permissions (Level of access) request.
I am signed on as a user, on my Invoice account.... And my staff has way too much access to sensitive information! I need the Users to only create invoices, add payments, and add items.... Not have access to the "Dashboard", Settings and Reports. Will this level of control be added soon? I would like to be able to create a user for my account, and set the level of access, and then send the information to them, not "invite" them. Invites should be for customers to access their invoices.between two lines of products
How to achieve the contrast between two lines of products on the lines of the quotation so that it is more readable? Example on the visual here. exemple of statement ... https://help.zoho.com/portal/en/community/topic/what-s-new-in-zoho-invoice-march-2017 Thank youHow to show a project name in the header an Retainer Invoice?
I see that from the Project module one can create Estimates, Invoices, and Retainer Invoices and they are associated with that project. Great! But, if I create a Retainer Invoice this way the Project Name appears outside of the actual invoice, not listed in the header (as it is with Estimates and Invoices). Is there a way to list the Project Name in the header of a Retainer Invoice without having to manually type it in?Please add date sort to Expenses during Invoice creation
Zoho, Time on a project is delivered to the invoice in date order (as opposed to entry sequence - which was changed about 2 years ago) - why can't we have the same thing for expenses? I enter expenses as I have them - sometimes, my expense information isn't available until the end of the month - for expenses earlier in the month. The invoice shows these expense items in the order they were entered, regardless of date. I know I can move them and re-order in the invoice - that's what I'm doingLink location to make a payment
Does any one know the link to make a payment to increase space? Please send. I cannot upload anymore documents and need to immediately. But, I cannot find portal to make a payment to purchase on Zoho. msoler@executiveworkforce.com. Thank you, MikeHow to remove empty placeholders on an Invoice?
Hello, On Zoho Invoices in Contacts' Billing Adress we have a few placeholders for different address lines, however not every contact has every single address line filled out (eg for somebody 'state' might be empty), and when we create an invoice for such contact we get empty lines (where the placeholders should be, but they are empty) in between of other placeholders. Is there a way to remove empty line of an empty placeholder on the invoices?Estimate Help
Hi can someone please advise me if it is possible to have only a sub total, GST and total at the bottom of an estimate? I do not want prices showing up along side item & description and would just like the total figures at the bottom. Thank YouDifferent Logos for one organisation on invoice
Hi, is it possible to place on my invoices diferente logos? We work in informatics and snacks, but with the same company. So it would be very helpful to create invoice templates with diferente logos. Or is there any trick to achieve this? thanks and regards from spain, MartinCan't sent .dwg files as attchement anymore with invoice
Hi, i can't sent .dwg files anymore when i sent a invoice, i get the message "File types with extension dwg are not supported". But from begin this year untill now i was able to! so why it changed? and is there a way to fix this so i don't have to go toi my email client to sent my invoices? Regards JosCreate a task in Z-Desk from Z-Invoice via a webhook ? [SOLVED TWICE]
Hello everyone, I'm not a coder or dev. So, sorry if my question sounds weird. Is it currently possible to do such an action with Zoho Invoice ? I just read that Zoho Invoice stops supporting XML in API for more than a year now. Since yesterday, Zoho Invoice API documentation is a 403 forbidden page "Getting Started" apart. Thanks for help. CheersMerging zoho components?
We set up a free Zoho invoice module about a year ago and added the free website module not long afterwards. Since this worked out so nicely for our purpose, we decided to set up a Zoho account using our own domain name so we could add email and ultimately port our whole website to Zoho, whose features are more advanced for a better price. The older account's primary email was with a common email provider, but not with gmail. We cannot change either the primary email address in the old account toA way to Invoice Copier Cost per page contracts
I am trying to work out if we can use Zoho Invoice to Bill Photocopiers Contracts. Each Contract may be simlar to a project. Any Advice or help would be appreciated. Our contracts are based around charging the client for the number of prints / copies and scans that have been done on a particular machine. This information is attained from meters on the device that is collated into a csv. Plus some other standard recurring charges. So at its simplest level a machine will have a start meter readingWhat's New in Zoho Invoice - February 2017
Every day we get lots of great feedback from our Customers. So this February, all we wanted to say is we love you too! And to celebrate your fabulousness, we have added a bunch of slick new features to Zoho Invoice. So, buckle up and read on What's New this February 2017. 1.Introducing Zoho Checkout Our newest addition to the Zoho Finance suite, Zoho Checkout, provides businesses an easy way to accept online payments. Add a touch of your company’s brand and style to your payment pages, and shareUnable to filter Timesheet entries
Hi, In the All Timesheet page, you can choose to filter your entries by selecting a different status in the "View By" drop-down: However, lately, this option keeps producing an error whenever the filter is changed to anything other than "All": I believe the culprit appears in the resulting route (URL) when the change is made. You can see in the address bar that the filter_by parameter is changed to Status.Unbilled%2Cundefined. I assume the undefined has no business being there at all: Let me knowExpenses in Invoices not sorting correctly
Hi, Years ago, timesheet entries would appear on an invoice in ID order - so they would show up in the order they were entered, not necessarily in chronological order. This required a re-shuffling of the entries manually to make the invoice coherent for the customer. This was fixed some time ago. At the time (looking back through the forum), it was said that expenses would also appear in date order. That is not what's happening for me. Expenses are appearing in ID order, requiring a manual adjustmentzoho giving 414 error
I am using coldfusion to post a code to the Zoho Invoice API So far so good, if i send a very Long Data in JSONString it throws me 414 error: Here is the code which i am using <cfhttp method="post" url="https://books.zoho.com/api/v3/invoices?authtoken=#token#&organization_id=#structurl.organization_id#&JSONString=#arguments.jsondata#"> <cfhttpparam type="header" name="Content-Type" value="application/json"> </cfhttp> this way: it gives 414 error, if i try to pass JSONString in body without givingDiscount for payment by check/cash
I am a month into using Zoho Invoice now. I linked payments to my Paypal account as a nice option for my clients to pay me more quickly. I was not prepared to see how much 2.9% + .30 was adding up. What I want to do is factor this fee into my rate but provide a discounted rate if they are paying by check or cash. I understand that you can do discounts on a per invoice level but can you provide a more automated method where the client understands what the discounted fee will be should they chooseGET ZOHO INVOICE ID TO FIELDS IN ZOHO CREATOR BY API
Hi, Good morning.I have used API in zoho creator to create contacts and invoice in zoho invoice.Can I able to get invoice id from zoho invoice by using unique fields in creator(ID in creator,email id,mobile number)?I also need to store that invoice Id in any one of the fields in creator. Kindly assist me. Thank youTemplates with a Twist!
The holiday season is at our doorstep and to add to the feel of the festive season, Zoho Invoice presents invoice templates with a twist. These templates with holiday themed background will make your already personalized invoices even better. To give your invoices a festive feel, go to Settings> Templates> Edit> Header and Document Information> Header> Background Image> Choose from Gallery, and choose the background that best suits your style. For a more detailed view of your holiday themed backgrounds,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
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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