Mileage Expense Tracking
Is there any possibility of creating quantity and unit price for the expense module? Today we have to modify each line of the invoice to change te default quantity from 1.0 toth enumber of miles - and then change the unit price tot he price/mile allowed. We need to report mileage logs to the government in order to claim back the car expenses. This would be a major enhancement to the invoicing application.Generate invoices for a membership site. How to handle the advanced payment
Hallo, I'm try to handle this scenario: - I have a membership site where readers can access after they pay the subscription feed with PayPal. This is handled by my membership software. - Once a week I import the new customer data in Zoho Invoice and send the invoices (in the future I'll do that with API, but it's another story) - Since the client has a already sent his payment I want to make it clear and evident on the invoice. The only way I can think is to add a Custom Payment Term that says somethingBetter treatment of advance payments and "bulk" payments needed
Hi, There are two situations that are not handled well in Zoho Invoice and I hope that at some point the functionality might be improved. 1) I receive, say, a USD 2,000 advance from a customer, which I will use to pay future invoices. I can't issue an invoice for the received amount, because that would be an incorrect accounting practice. I need to be able to apply that payment as a cash balance on the clients account and then offset it against the invoices as I issue them. The only way thatError 1002 Creating Invoice
While creating invoice I am passing the basic required parameters but I am getting 1002 Contact does not exist. as error in response. Can anybody please tell what might be the issue? Passing following json "{'customer_id':557604000000039040,'line_items':[{'name':'TV Guide','rate':5,'quantity':1,'item_total':5}]}"Suggestions for Deposts using Zoho Invoice
Hi there, Does anyone have any suggestions on how we can incorporate the collection of deposits using Zoho invoice? We are a language school and require a deposit of 30% to secure a place on our courses. However, when using Zoho invoice it only allows me to send an invoice/request payment for the full amount (cant change the amount in the check-out procedure). Anyone have any ideas for this? BrocRound off ledger addition during invoice making
I am not able to link up round off ledger during invoice creation to adjust decimal figureZoho Invoice Integrates with GoCardless
Hey everyone, We are more than excited to announce that Zoho Invoice is integrated with GoCardless to provide Direct Debit experience to our customers in UK. Direct Debit? Tell me about it. Direct Debit is a way of collecting payments that puts you directly in charge of your cash flow. 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. DirectNo date column on invoices
Why do all of the invoice templates have numbers in the first column, and none has a date column? The item numbers are useless to me, but at least I can delete them. The lack of the ability to specify a date of service for a particular project or task is mind-boggling. I feel like that should be in bold type somewhere ("Cannot put a task date on invoice") on the main page, and I could have saved my time and moved onto another software provider. Yes, it's free, but my time isn't. Also, all of theRecurring Invoice or Payment Reminder
I have many clients that make monthly partial payments until paid in full. We want to remind them of their monthly payment without having to manually send them an invoice or automatically doing a Paypal charge. Is there a way to set up the invoice to automatically go theme every month. I set up recurring invoice, but I have a feeling that it is going to automatically charge them instead of just reminding them to pay.Get total invoices for organization
I want to get total number of records and pages for the invoices under and organization via API. I can see this in Invoice Section but how can I get this via API. Looking forward to your responses. ThanksHide Invoice Custom Fields in Document Information
Hello! Im trying to work on ZOHO Invoice Template From BOOKS, please help me information on how to hide Invoice Custom Fields in Document Information section on Top Right side where the list Invoice No & Date... Thanks in Advance CanACH AND CREDIT CARD HELP!
HELLO, I've posted before but never got a response. Is it possible to only offer ACH payments through the customer portal or online invoicing system? I do not want to allow credit cards, only ACH. Thanks!Upload time sheet from csv
Is it possible to upload in Zoho Invoice a time sheet from a CSV file?Auto Roundoff Invoices to nearest Rupee
Kindly enable this. Very small thing but greatly efficient.email address issue
Hi, I have a contact in invoice where the details of the person has their email but in the contact list there is no email. If I try and edit the contact to add an email into the blank email field then I get a message telling me I need to use a unique email address. I have to add their email each time I generate an invoice. Any thoughts or can someone try and edit the contact? ThanksBi-weekly recurring invoice
Hi, thank you for the great service. I use it to send out the invoices to the company I work for as contractor, but I have a problem. I must be able to send the invoices bi-weekly (the first of the month, and the 15 (or the next monday if the 15 is not a working day). This is common practice in USA so I wonder why this option isn't available. Am I missing something?Change Edition to UK
Hello, We are changing ZOHO Invoice edition to UK. We created new organisation and now exporting all the details. Contacts and Items are done. We started with ESTIMATES but it doesn't allow us to import more than 1MB which is pain. The main issue we have is that Estimate status is not correct. Where it's status Invoiced, it changed to Draft. Is there any way we can exceed 1MB and makes Export/Import easier? Thank youShipping address
Can the label "Shipping Address" be changed to "Work carried out at" or something like that on the invoice template. I have just done a job for a new customer who owns quite a lot of property's that are let out, and it looks like I will be doing some more but it would be handy to be able to put the address of the property on the invoice. Also how many address can be saved. JesPossibility for using Price Lists but still showing the rebates/discounts on estimates?
Hi there, Is there a way, while using price lists with discounts set for some special clients to still have the discount of the price list appearing on the estimates so as for the client to have a vision of the commercial privilege he has been granted...? Thanks for any help on the matterStatus List
Is there a list of all the possible values of the Status field. I'm reading Invoice information in Creator. In most cases I only want to process a Status = 'paid' but I need to test for other values such as 'partially paid' or 'void'. A full list would help me know what values need to be handled.Migrate estimate to project
Is there a way to move an estimate (with a paid retainer) to become a "project" where I can track time?How do I record advance payment?
What is the correct way to record advanced payment received from customers? Some of my customers send several months rent payment in one check. I have used the Credit Note function, but this makes my reports not accurate. I have seen the older version ( http://www.youtube.com/watch?feature=player_embedded&v=ywkKMul7NSs) of this task but it does not work like this in new version. Please help.US to EU Data Migration
Hi - due to EU laws, we need to transfer our data from US servers to EU servers. So far the response from Zoho has been: Open accounts with Zoho.eu Pay Back up data on Zoho.com Transfer Ask refund This is an awkward proceeds - especially the pay, ask a refund. For instance as a 3 year customer we have a large file structure on Doc - no advice given as to how to replicate this.Allow login-less invoice payments when portal is active
Hi, with portal not active, emailed invoices can simply be click-and-pay directly from the emailed invoice. No login is required. however, when the portal is enabled, the link in the invoice now requires to login. This seems like a step backwards, as it can now take longer to effet payment by clients (cannot find password/lost password etc) Payment is also not necessarily done by the same person(s) that actually access the portal. It will be better to allow the option, with portal enabled, to stillZoho Invoice trail a disaster before it even gets going
We have just decided ot trial Zoho based on its excellent reviews it has received as we need a new invoicing tool to replace the now broken Invoice2go, and it's even worse!!. No matter what we do to change the design of our new invoice we get the error message "Requested version change is not permitted"....Six of us had fiddled with it and changed anything we feel may cause this error message but we've done everything perfectly....and even if we hadn't...what sort of error message is that to sendcustomer view recurring invoice which is automatically charged
Hi, I understand that a customer portal will only show invoices after they have been generated. If I have a customer with recurring invoices that will be charged automatically, there is no way to allow them to see what amount will be charged and when it will be charged before it happens. No email can be generated as a reminder. No view of the invoice upcoming in the portal. Is there another way to let a customer know of their upcoming charge? Thanks, HelenCreate, Charge and Send Invoices question
I send out recurring invoices monthly for 3 different services. I have Zoho invoices send me a draft before it gets sent to the client. I do this because I use different email templates according to the service i'm billing. I always have to select the email template from the dropdown because the default one is always selected. My question is if I set the Recurring Invoices option as "Create, Charge and Send Invoices", will it always use the default email template? CharlesImported invoices will not be mapped to an existing customer, instead a new customer is created (even if Customer Name field is populated correctly)
Hi, we are already using Zoho Invoices so we have already configured a bunch of contact/customers. Now we would like to import some old invoices that reference the already configured contact/customers. Unfortunately the importing system does not consider the Customer Name field as a key so a new customer/contact with the same name is being created for every import action we perform. Is there a way to import invoices that referrer to an existing customer? Thank you in advance DenisSet Default Due Date
Is there a way to set the default due date for invoices? For example, every new invoice that is created is set to NET 15.Confused about timesheets and billable hours
So I have a project set up, and I logged the time for three tasks: 20 min, 30 min, and 40 min. That's a total of 1:30. But the overview page of the project says I have 2 billable hours. I deleted all the time logs and reentered, but it still says 2 hours. I have no idea what to do next. Ideas? Thanks.What programming language is Zoho?
I am just curious. Anyone knows in what programming language is zoho invoice developed?How to remove 'Address State' field from Stripe form
Hi, I connected Stripe to Zoho Invoice State Address field is useless in France How to remove id ? Regards,Invoice item name chosen is not compatible with the billing method chosen for this project
When trying to create an Invoice off of timesheet entries I get this message: Invoice item name chosen is not compatible with the billing method chosen for this project What does this mean, and how do I fix it? Thanks! -DavidError when adding new item
When trying to add a new item I'm getting an error saying "Invalid Element is _ taxable" and it will not save my new item. I have also tried to edit an already saved item and I get the same error.Payment Template - Amount Outstanding
Hi There, A client recently paid a part payment for an invoice we sent them. When the invoice went over the required time for payment the customer rang me to say why they had been sent a reminder. To which I replied you made a part payment. Their response was "oh, we didn't spot that, can you make it more obvious next time?" Can we add "Amount Outstanding" on the Payment Template and if so how would one do it? Many thanks. ConradWhat's New in January
Check out what's new in Zoho Invoice for the month of January: Custom View: Enjoy the liberty of choosing, the view of your Invoice, Estimates, Credit Notes, Recurring Invoices and Retainer Invoices list. Say for example, out of all the invoices created, you might want to view the invoices that are due this week. With our custom view feature, you can categorize the invoice lists based on a criteria and display them in the order you require. Classify your data with ease. Allow timesheet staff to recordA recap of major features released in Zoho Invoice in 2016
This year, we have added a lot of new features and product enhancements to help you tackle your invoicing tasks better. Here is a look at some key features we had added this year. Get Feedback from Clients. Business is nothing without customers and it is necessary to keep them happy. Getting feedback from your customers lets you know whether they are happy. This is exactly why we introduced the feedback/rating feature. With this feature, your clients can rate your service and provide feedback throughSales by Department
It would be helpful if we could breakdown our merchandise by a department so that we could run a report for the total of the specific department and not by item.Custom Function Help
Basically what I am try to do is update the price list automatically. On invoice creation I want it to look to the custom field and if its value is one then set the price list to {1} I have a custom field in contacts Label: Price Band, Value: 0 - 6 but the bit im struggling with is I can't find the correct command to get the price list map in the invoice its not listed here https://www.zoho.com/invoice/help/settings/automation/custom-functions.htmlBank transfer or credit card free of charge
Hi everyone, Is there any service that can be used through Zoho Invoice offering the possibility to a client paying what he has to with his credit card or via bank transfer, free of charge ? Right now, my clients use the IBAN informations that I've incorporated in my invoice template (this solution is free of charge for them and me), but I wish to find something more user friendly; still free of charge. Thank you, JulienNext 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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