Timesheet - Period of time not visible (Online /Display + Report /Invoice)
Hello everyone, How to display the time periods entered in the timesheet ? (No need to edit each entry of the sheet to control). Even with an export to PDF, fields do not appear ! (Hourly ranges must be visible for my clients - Eg. As for night hours). Is it not possible to view this information online ? (display main page Timesheet) and also the notes for a quick check of the data entered. (Without having to go with the cursor over it). Apart from the many topics on the "notes", I am surprised thatInvoice Template
Hi Is it possible to display the VAT base on inovice. For example if I have following situtation: Product name Qty Price Tax Value Product 1 10 100 25% 1,000.00 Product 2 100 1 10% 100.00 Total: 1.000,00 VAT 10%report on smartphone
hello how to access to invoices report / employee on smartphone apps report is available on the computer but not on iPhone Could you help Thanks manuBoth inclusive and exclusive taxes
Hi! Is there a way to have both inclusive and exclusive taxes? For example, lets say I have an item with sales price 1000 and I want to have Tax1 [20%] inclusive to that price, but also a Tax2 [24%] added to that price (total 1240). Is that possible? Thank youPayment Gateways choices
Hi, I am looking for clarification on the available payment gateways for Zoho Invoice. There used to be more than I see under the setup. So I am wondering: Can you integrate Google Wallet? Are there plans for Apple Pay integration? Are the plans for Dwolla integration? If none of the above, is there a custom option and a tutorial where we can set up these or other gateways? Thanks, HelenCard swipes and z invoice (POS)
We use zoho invoice for online billing, works great. We have a small showroom with a PC so we can peruse our catalog with customers and print orders. We need that big screen for viewing the catalog. Just had the second Android phone and swiper (square) stolen. I want to swipe cards from the PC and get the payment info direct into Z invoice. Square only does Android. What will work on the PC and integrate with Z invoice? Greg Aanes 2109 Queen Street Bellingha WA USAPayment Terms Option
Hi, I would like to ask about payment terms option for estimate. When we create the estimate, there are only 3 option of payment term for me to choose. But, in the contact details, there are more option stated. Net 60 was selected in the contact page but during the estimate creation, there are no option for net 60. So, how to add new payment term (net 60) in the estimate form. Kindly, please assist. Thank you.Controlling the size of the company logo on Invoices and Estimates
My logo is 2" wide, but prints 6". Within the template section, are there qualifiers inside the % that can be added that will control the printed size of the logo? See attached example.Is Zoho Invoice reliable? Would you recommend this product?
Hi, I wanted to get the forums feedback on Zoho Invoice. I'm thinking about using it for my business, but I've had major ongoing issues with Zoho Mail for a couple of years now so I'm hesitant on using another Zoho product. Emails and getting paid are critical for businesses. For those that use this Zoho Invoice, is it reliable? Have you ever encountered any major issues—and lastly—would you recommend using this product? Any feedback would be appreciated.ZOHO Invoice-Get last payment date using API.
As i am using ZOHO Invoice API.how do I get the last date of payment using anyway? can u help me.....Invoice - importing expenses using .csv file
I am happy with your product so far except I am unable to successfully import expenses. First I created an example expense that will be similar to all of my expenses and saved it. - see expense example.jpg attached Next I exported a csv file of this expense - see expense example export.csv (zipped) attached Next I deleted the original expense and tried to import the csv file again.....failed - see expense IMPORT FAIL example.jpg attached. Why am I unable to import a csv file that was exported byVariable billing rate for project
Is it possible to have multiple billing rates for a project? I need to two different rates depending on the type of work performed. Thanks.I cant try Data Type to the Custom Fields
Hello friends, I cant see the option to change data type to the custom fields i was created in estimate and in invoices. Only put Custom Field like Text Box i want more options. In the FAQ of invoice see can try the data type in the fields but i dont see. Maybe is a perform for payment accounts ? i Actually have 2 acc in zoho CRM Thanks for the supportProplem in sorting by invoices serial number !
I got an issue with sorting the invoices in serial wise in Zoho invoices! I got the following serial; J-123 J-124 J-125 J-126 When i try sorting by invoice serial this will be the result; J-125 J-123 J-126 J-124 Please advise ASAPTemplate with info from two different contacts
Dear all, is it possible to create an invoice template where we get info (like names and addresses) from two different contact names from Zoho CRM? This is useful in case we want to add to the invoice information from the end-user (customer) and the distributor contacts (re-seller). Another example is to add info from a contact of one account (end-user) and invoice another contact from the same account (purchasing department). I assume that the two cases above are very common, so there should beCRM and Invoice integration
I used to have access to the invoice module in my CRM. Now, that option is gone. I tried to reintegrate, but the Invoice option is not present. If I log directly into Invoice and look at the integrated apps and the CRM is still present in my integrated apps, but I have this message next to the integrated CRM app. I have not changed editions, what has changed? How do I fix this? Looks like there's a problem! Your Zoho CRM edition does not support this moduleProblem with pdf export and order of billing address
Hi, i have some problems/qustions with zoho invoice. 1) on the right hand side the formatting of the header is wrong (pdf export). The colon slides in the wrong row (see screenshot). 2) how can i change the order of name, company name and address? the surname and name of my contact is always at the top of the other lines. in the options i can only change the order of the things below the first line? I want the company name in the first line! Thanks for your help!How can i AD the NIF or CIF to our Invoices ?
In the CRM i have a field to show this but in the Zoho Invoice this dont show. How can i make it see ? Thanks a lot !How to remove past "Item Details" when making an invoice?
Sometimes it's useful to have past "Item Details" and sometimes it's not. When one wants to remove a past Item Detail, how does one do it? Hitting delete doesn't work. Right clicking shows no option to delete.Problems with Pay Now Button & PayPal Link in Invoice
My client is complaining he cannot get the pay now button to work, or the PayPal button in the invoice. Is there an issue with browsers? Because The Pay Now button works for me in Opera, but the PayPal button does not. Yes, my PayPal account is connected. Thank you, ConnieSetting up recurring invoices to be created and sent in advance of the invoice date
I want to be able to send a recurring invoice ahead of the invoice date. Is this possible? Can it be automated? If so, how? Here is the scenario: Our company provides a service to other companies on an annual basis. If the customer does not pay by the due date, the access to that service is terminated. For example, with a one-year service period renewing August 1, 2016, we need to create an invoice dated August 1, 2016 because that is the date we book the revenue (accrual basis accounting). However,New company, existing subscription
I have a Zoho Invoice basic subscription that expires April 2017. I recently incorporated my company and want to start afresh with the record keeping. Can I use this subscription for the new company?Zoho Invoice : Adding Discount amount instead of percentage
Hi, Is there a way I can enter the discount in amount, instead of mentioning it in percent terms? For example, if the price of book is $10 and, I sell it for $8. Can I enter "$2" as discount, instead of entering it as 20%? I tried creating a custom template, but couldn't go very far. Any help / advice will be highly appreciated. Thanks!Account disabled.
My account has been disabled on zoho invoices. can anyone help?How do you refund a customer for their payment?
Is it possible to refund a customer for a payment?How to manually set timesheet entry to Billed?
I have a project where the billing is based on the project hours... with a twist. The twist being that at the end of the month, I look at my Timesheet entries, sum up all the project hours, and then I round them up to the nearest half-day (a half-day being 4.5 hours). When I am creating the invoice monthly, I am creating it manually (not generated through the project) so that I can edit the amount accordingly. Only problem is, there seem to be no way of manually flagging timesheet entries as Billed!!How to change email address of recipients of invoice
Hello, I have to delete one email recipient from one of my invoices and add another email address... How do I do that? How Do I Change Email Addresses? Please let me know, RodIs there a way to duplicate an invoice line item?
Hello all, I use Zoho Invoice for a farm business that sells meats. Many of my products sell by the pound, and packages are not identical weights. For instance, I raise chickens. People buy many chickens (sometimes 30 plus), and they each line item is the same except for the weight. I find that generating invoices takes a long time for these large orders, since i have to start by looking up the item name in the list each time. (Faster Internet would probably help, too, but that's not on the horizon.)Multiple organizations and users under one account
Hi, I'm considering to offer a billing platform to my clients. I need to know if, having a subscription to Professional Invoice, I will be able to: 1. create an organization for each of my clients (unlimited?) 2. create users and assign them exclusively to their organization I'm currently trying out a free account with which I have not the opportunity to test the functionality of assigning users to organizations. MicheleTimesheet + Invoice issues
I am just exploring Zoho Timesheet and Invoice to see if it fits our needs. 1. Is there some way to enter timesheet start and end times using 12 hour clock and AM/PM? 2. From other messages I gather that displaying start and end times on the invoice is being worked on. Any estimate for completion? 3. When creating a second or subsequent invoice, I see that the invoice feature shows a message alerting (correctly) that there is an unpaid balance for a previous invoice. How do you make that unpaid balanceChange format of bill to address
I'm testing the Standard template and the format for the bill to address is wrong. It formats it as... Rob & Joe Traders 4141 Hacienda Drive Pleasanton 94588 CA USA when it should be Rob & Joe Traders 4141 Hacienda Drive Pleasanton, CA 94588 USA How can I change it? Also, how do I disable the country from the Organization and bill to adresses?Announcing WePay integration with Zoho Invoice!
WePay, an online payment processor, is now integrated with Zoho Invoice. By setting up integration with WePay, you can create a merchant account and start accepting online payments from your customers. Some striking features of WePay include: - Creating a merchant account in minutes - A low transaction fee of 2.75% + 30 cents per transaction - No setup or monthly fee - Keep track of all WePay related transactions (Payments, transaction fees, and refunds) in one place. As of now, WePay integrationInvoice task with start and stop times
I am wanting to show the start and stop time on each billable task in the invoice. Basicly, line item one date xxxxx start xx:xx-end xx:xx total hours x.xx. So far I can only get it to show date and total hours. Under the New Log Entry on the time sheet, I can enter the time frame but I want those times to show on the invoice So I am asking, is this possible or something in the works, One of my clients ask's for the time frame. I can do this in the notes but it is a duplication of effort.Pay invoice as a Guest (i.e., without using an e-mail address)
I am a physician and may of my clients are older and thus may not have an e-mail address or have not provided me with an e-mail address. Can I set up invoices to allow patients to sign on as a guest using an invoice number or patient unique identification number and a password (provided to the patient on the invoice) without having to supply an e-mail address with the option of setting up an account using their e-mail address? Many healthcare patient portals allow patients to sign on and pay invoicesAdd more Payment Gateways
Hello Team, I am new to Zoho Invoicing. I need help to add additional payment gateway for INDIAN users. Currently I only see Paypal as the option. I went in Settings > Integrations > Online Payment. Please help. Since you've mentioned Multi currency support, I would like to see the option to change the currency while creating invoice; since I have clients from INDIA, USA, AU and Saudi. Please help me. Best Regards, Syed HHow can clients without e-mail address login with an invoice number and password printed on an invoice.
I am a physician with older patients, some of whom do not have e-mail addresses, as well as patients that have not provided us with an e-mail address. We would like to have the ability to have patients login to the payment portal using their account number and a password that has been printed on the invoice (i.e., make payments as a guest). Many healthcare payment portals give patient access this way with the option of setting up future access by creating an account with their e-mail address andLost ability To connect to Zoho Invoice!
From the old zoho version: I'm pressing on the little Invoice icon and I'm getting a blank screen. From new zoho version: The little 'invoice' icon is not even available. I can log in to my mail and everything in Mail is working perfectly except for switching to zoho invoice. To acces my invoices I need to login to zoho Invoice otherwise Invoice is not available through the shortcut. Any Help?Return Receipt in email
Hi Zoho, I think we all need a return receipt option for invoicing and estimates it would be nice to know if and when my customers received the estimates / invoices the idea is make them force to confirm the email so we know to 100% the invoice has been received Hope this is not so difficult to add (I'm sure it is that's why it is not added yet ) other then that you guys are awesome and I love ZOHO Thanks MarioInvoice sent by name
Hi, When I send invoices, they are displaying my Zoho account name as the sender in the email header. How can I change this?How can I delete a credit note with a refund?
How can I delete a credit note with a refund? when I try to delete the credit note, it says that the credit note has a refund but I didnt found the option to delete that refund.Next 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
Most Discussed Topics
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
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
Zoho Books Resources
Zoho Projects Resources
Zoho Orchestly Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Zoho WorkDrive Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho Creator Resources
Zoho CRM Resources
Sticky Posts
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
Top Contributors
SELVAPRIYA V
Peo
NICOLAS SIGOUIN
Vishnu Praneeth
bigmountain