zendesk
Hi - we're considering Zendesk for our support services. do you have any plans to integrate with Zendesk for time trakcing and billing? are there any helpdesk providers you currently integrate with? thank you...Generating Invoices from iCalendar/Google Calendar
hello, i have jobs that i put into my iCalendar. i keep track of my time there by adjusting the my calendar entry based on my actual start and stop time at the end of the day. I'd like to have it auto-generate an invoice entry for me without having to type that info in again on ZOHO Invoice. is this possible? or is there a better way to do this i do not know about. thank you for your time, CalebCreate single invoice for multiple expenses?
Hi, I've been using Invoice for many years, but recently decided to try the "expenses" feature. I have captured a number of expenses, which I'd like to invoice to my client, but I can't see any way to use the system to create a single invoice containing all these expenses. All I can do is to create a separate invoice for each expense, which I really don't want to do, as all the expenses need to be on a single invoice. Am I missing something, or is there no way to do this automatically? Thanks forSetting up a non USA Company in Zoho Invoice
I want to evaluate using Zoho invoice for a new startup company currently registered outside the USA. When I try to setup the organization the country picker is disabled and the USA is selected. There is no way to select another country. Is it possible to setup an Organizational in Zoho that is not a USA based organization.Create task
Hi, I'm using Zoho Invoice on my Android 6.0.1 but it's not possible to create a task. I can create a new project and customer but not a task. So I'm not able to log time for new projects. It's possible on the web page so I suppose the rights are correct. Can someone help me with this?Can I link Google Calendar into Zoho Invoice?
We hire rooms in our village hall and then invoice people for hiring them. All hires are recorded in Google Calendar. Is there a way of linking the calendar information into Zoho Invoice? ThanksWhen adding new lines in an estimate they dont save
When I am adding new lines in an estimate they do not save. Also, I keep getting this message that I need to have a customer chosen. Please help.How to replace the default text for the generated link from PayPalLink?
We're using the %PayPalLink% placeholder in our emails to generate the payment link, but the payment processor we are using is strip, not paypal. unfortunately that placeholder hard-codes a reference to paypal in the link text. Is there a way to override this default (besides editing the link text in the individual email editor). unfortunately, we occasionally forget to update the text, and that can be confusing for the client.Attach files by default
Hi Zoho, Is there a possibility to attach files by default? For example, when I send out an estimate, I would really like to send along my general terms and conditions. I can do that now by attaching the file manually, but it would be great if I could set Zoho up to do this for me. From a legal perspective it is important that my clients receive the terms before we start working for them. Hope to hear from you soon, Best regards, MennoWorkflow Automation - Custom Function - Warning message
I have a Custom Field set on Contacts called "Bad Debt?", with values being "Yes" or "No". So now I'm trying to figure out how to, using Automation and Custom Functions, create a warning message that would pop up when any of users start an Estimate for a particular client, and the client has "Yes" in "Bad Debt?". Obviously, being a rookie in programming custom functions, I am struggling to get data for Customers from Estimate function. Is what I'm trying to do even possible?Error ZOHO Invoice
Hi everybody, i have this error while using the api to create an invoice. string '{"code":1002,"message":"Devis n’existe pas."}' (length=47) Here is my code: <?php $invoice = array( 'customer_id' => '382119000000065031', 'contact_persons' => array("382119000000065031"), 'invoice_number' => 'TEST-00001', 'reference_number' => '123456', 'template_id' => '382119000000051135', 'date' => '2015-11-23', 'payment_terms' => 0, 'payment_terms_label' =>[Webinar] - Introducing Warehouse Management in Zoho Inventory!
Hi Everyone, We've introduced Warehouse Management feature in Zoho Inventory. What is it all about it? Managing warehouse is a tedious and time-consuming task and we’ve made it extremely easy for you with Zoho Inventory. To help you understand it better, we'll be walking you through a demo on the Warehouse Management feature in Zoho Inventory on the 13th of October, 2016. Join us for the free webinar and learn how to: 1. Manage multiple warehouses. 2. Track inventory levels in each warehouse.Export PDF with Hebrew charcters - ISSUE
Hello, I added Hebrew to an invoice in Zoho Invoices, all good in the web, but once I'm trying to export the invoice to PDF > my computer, I can't see Hebrew. *** I tried to change the fonts to DejaVu LGC or Noto Sans - but nothing. Do you have any solution?Hebrew text in PDF
Hello, I have Hebrew text in my invoices, and looks good on the web version. Once I'm downloaded the file to my computer the Hebrew text is reversed. for example, The correct text: קבלה What I'm getting in PDF: הלבק For example in English: ABC In your system: CBATax transfer reminder
I want Zoho to send me an email telling me how much tax money to put in to my business savings account from my last sale. Can I do this with automation?Request several invoice details all at once
Is there a way to fetch several invoice details (with custom fields, etc) on a single request in the zoho invoice API?Australian version?
Hi team, when I logged in just now it asked if I wanted to explore an Aussie version of the Invoice app. I clicked it and took a look but after logging in it doesn't mention it again. Do I need to shift to this version for localised benefits, if so how do I do this please? ThanksZoho Invoice + Paypal integration
If I integrate my Paypal account into Zoho Invoice, when someone pays for an item using Paypal and an Invoice is recorded in Zoho Invoice, does it also record that user who paid on Paypal as a Zoho Invoice Customer? I'm hoping the answer here is that it doesn't, so that my Customer database isn't flooded with one of customers.Export Expense Receipts
I like the "Expense" feature and the ability to upload directly the "Receipt". I use it to take a photo of my restaurant bills or to upload the PDF of my train/flight tickets. But you can export the list of expenses but not the receipts and I need it for my accountant and for my clients (billable expenses) So I developped a little script in Ruby to check my account and download all the receipts in a directory tree by client / project Take a look, fork, improve ! https://github.com/jgrossiord/zoho-invoice-get-receiptiOS app won't open again after leaving application
It seems that since the ios 10 update I'm only able to use the app once - if I press the home button or switch to another app, I just get the "out of focus" screen when I try to use the app again. I have to force close the zoho app and restart to be able to use it a second time. This gets very tedious and time consuming when I'm trying to use the calculator or verify totals from other sources to input into the app.Citrus Integration
Citrus Integration Cannot see the feature Any particular reason What if we have signed up and need the same as alink in invoice - does that work how soon can this be done any customisation possibility VivekP.O. #
I use recurring invoices for my business. I use a "customized" invoice template. I have a box on the invoice that is sent out that says "P.O.#" (beside of Date, Terms, and Due Date). Where do I go in Zoho Invoice to fill in this field? Thanks!Export overdue invoices by client
I am trying to export all of the overdue invoices for one of my clients. I have looked through all the reporting features and all other areas of Zoho Invoice and cannot find a way to do this. I would like to export a summary of all outstanding, unpaid invoices, their amounts, their due dates, how many days past due, etc, just for this one selected client.Zoho Invoice: iOS App - Payment Terms selection issue
While using the iPhone app to generate invoices I'm unable to select the desired payment terms (eg. NET 30) from the settings prompt. Invoice will always default to "due on date specified". Various terms options can be created and will appear in settings menu, but I can not actually select it. I'm only experiencing this with the app version, desktop is ok. Any resolution to this or just a bug that needs fixing? Thanks in advance!iOS app update v4.0 issues
After updating to v4.0 there are a couple of issues that are mostly just annoying and one that breaks the app completely. Project list sorting does not stick. If I set project list to sort from the Project screen then go into add a new time entry the projects are not sorted when I go back to Projects screen. Also if I close app completely it loses the sorting preference. Related to the above, when I Tap to Select project in Add Time Entry screen, the project list is neither sorted, filtered nor showsPayment not processed
I thought I'd give Zoho Invoice a try. I only setup one customer to gauge their experience. Problems. When they try to make their payment, it says "cannot process". On my side, I get no notification other than "unable to process". I am using PayPal Pro. It must be setup correctly, as I do not see any error notifications. My client is baffled and can't provide enough info for me to solve the problem, and I don't have ANY information on my side to solve the problem. Any suggestions or ideas?Maintenance Data Center
Hi Your planned data center maintenance was to be concluded September 10. As per your announcement. Why are we still getting the announcement bar whenever we open the (invoice) app? Thanks AlbertInvoice API customer fields
Hi, Is there a way to get custom fields using the Invoice API? Thank you in advanceHow to get a webhook from Stripe after user had paid his invoice ?
Hi, I juste need to notified my backoffice after user had paid invoice with Stripe. Idea ? RegardsBug in invoice on mobile, field discount disapear
Hi, Look at the picture, the discount field (Remise(10%) in french) not appear in invoice on mobile phone Have you plan to fixe this bug RegardsBilling clients a percentage of full invoice amount
I bill clients in 3 parts. Is it possible to set up an invoice which could show the full invoice amount, any part payments, and balance due as percentage of Full invoice amount. For instance, total is R100, part payment R50, balance due R20 as 20% of full invoice amount (not R50).Estimate / Invoice for Equipment Rental
Hello, I usually have to rent out some equipment to customers. I don't see any option where Equipment rental can be charged based of number of days. Eg. ABC equipment per day rental Rs. 500 no. of day -2 total per day Rs. 1000 Something like this. I am sorry if its there and I am not able to explore the option. Need help. For equipment selling part its working great so far. Regards, S.SinghSet Advenced Payment Amount
Hi, When I create invoice (with API) I use allow_partial_payments field to tell the user can paie a part of invoice But I would like to set the amount to partial paiment and not give the choice to user Look the picture, user have to set the amount Have you plan to give us control of choosing this amount ? RegardsCustomizing Zoho Invoices
Is there a way to customize invoices to include additional fields to track sales related information? I would like to include a field to track the salesperson for each invoice. Also to be able to create a sales report by salesperson. This would be invaluable to be able to export the report to Zoho Sheet to calculate commissions, etc. Is this currently doable in Zoho Invoice? Earl Rudolfo Zoho Small Business Advisor http://smallbusiness.wiki.zoho.com/HomePage.htmlBilling, invoicing and rebates
I have an agent who is selling my services (computer repair) to consumers. When the repair is finished, I want to create a bill for the end user who will pay the agent the amount specified. The agent will then pay me the amount on the bill minus a fixed percentage commission or perhaps the full amount and then receive a rebate later. Does Zoho support such a process? I don't need to track whether the end-customer pays the bill but rather whether my agent has paid me.PDF Printing For Thai Font
Hi, I would ask about PDF. file: After make an new estimate/invoice I press the print or export, the Thai font always error but English not. How can I fix it, I use for Thai customer and must use Thai font. thanks.how to change name when issuing invoices.
I inherited a generic email account from a previous employee. Now whenever issuing invoices it sends from this - message-service@sender.zohoinvoice.com - and in the old employee name. Is there anyway I can change this, as the previous employee does not know how? The name on zoho email is perfectly fine.WePay Dont use it or you'll be sorry!
The old saying still holds true "If its too good to be true it probably is". I would like to warn everybody about using WePay as a payment gateway. There business practices are almost criminal. Read any of the reviews! They had to change there percentage rate to 1.9%+30 from the standard rate because NOBODY wants their payment a week and a half after the customer has paid it, Thats right EVERY payment goes through a rigorous 2-3 days of processing, Then it has 2 days of sending your payment butHow to get auto notificcation to email (for instance), when there is a new customer entered into zoho invoice
Hi, How to get auto notification to email (for instance), when there is a new customer entered into zoho invoice? Is there a way to do so, and maybe programmatically ? Simon.VAT
How can I activate the vat on my invoices pleaseNext 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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