Braintree gateway automatically sends email with receipt
Hi, we are using Braintree gateway on our website like on really easy e-shop. Client choose a product, fill the form and pay it through the Braintree. We want to automate sending e-mails with receipt to each customer and BCC to our financial department. Is it possible to configure zoho like this? Thank you very much! AdamFuture invoices (on invoicing after 1st year with different amounts)
Hi, I have set up the ZOHO invoicing app for our company which provides annual services. Currently i have noticed the following two cases for which i cannot find a solutions. 1. I need to create invoice for Year 1 (sales with X amount) and then separate invoice for each subsequent year (maintenance with Y amount). Is there was way to do that from year 1 itself or must it be done manually. 2. I need a place to store notes for each customer. Some customers provide special notes which are applicableOrder of Tax items in invoice
Hi, Have successfully added KK Cess. Now another issue. In the Edit invoice screen the order of the Tax items appears correctly ie. Service Tax SB Cess KK Cess However in the View mode and the Pdf the order is interchanged. Please help thanks, anu%projectname% placeholder
Hi, I'm having some difficulty figuring out how to use this particular placeholder in my email templates. In my Invoices, I have the field for "Project" checked, and fill in the name of the project as I do for all other fields in the invoice. This is not a custom field, but rather one that seems to be a standard optional field in Zoho. The project name that I enter in this field, however, does not for some reason associate with the placeholder %projectname%... in which case, wherever I useKrish Kalyan Cess
Hi, Please treat this as urgent as I am not able to get thru the Phone support. In order to Add the new Krish Kalyan Cess of 0.5 % to all my Recurring Invoices from today is there a way to change it Centrally in one place, or do i have to make the change in each individual Item. Appreciate quick support please, thanks, Anuradhahow to delete damain? I want to delele account.
I want to delete account. but delete org first, then delete domain first. I have canceled email hosting. but I can't delete domain.Maximum number of invoice and estimate lines
My evaluation continues - so far, mightily impressed by Zoho Invoice. I've typed quite a few invoice lines and estimate lines in but got a bit tired! Is there a limit on the number of lines that can be added to an invoice or estimate? Likewise,is the API restricted to the same limit?Invoices Not Displaying Correct Values for Time Sheet (hourly) Based Billing
When creating an invoice from time sheets, using the "Service - Professional" template, the Qty column displays "1" and the Rate column displays the Rate*Hours (total amount), and the Amount column displays the total amount. This is not the way the information should be displayed or populated. As an example of properly populating the invoice, if number of hours billed is 10, and the rate for services is $150/hour, then the Qty = 10, Rate = $150, and Amount = $1500. I have attached an example invoiceAPI limits for ZOHO Invoice
Hi I really need to know the API rate limits for ZOHO Invoice. Why are these not listed in the API Help documentation? Is there a per minute rate limit? A per day rate limit? Hope I get an answer soon. We are evaluating Zoho Invoice but need to know about any API limits before we can proceed. Cheers!How do I change the Currency Base for my organisation
Hi I'm an Australian Based Company that charges and account in USD (US clients) I'm unable to change the currency base in Zoho Invoices - it appears all options are "locked" and cannot be changed Have followed any forums help topic I can find but as above - all options are either locked or does not exist - this is a new organisation registered with Soho - there is zero data and still trying to get pass this step. so the question is does SOHO invoices support companies registered in one countryCreate an invoice in php with API
Hello, I try to create an invoice in php from the API with this code : $jsonData = '{ "customer_id": "467818000000193001", "reference_number": "", "date": "2016-05-18", "payment_terms": 15, "payment_terms_label": "Net 15", "due_date": "2016-05-18", "discount": 0.00, "is_discount_before_tax": true, "discount_type": "item_level", "is_inclusive_tax": "false", "exchange_rate": 1.00, "recurring_invoice_id": "", "invoiced_estimate_id": "", "salesperson_name": "", "line_items": [ { "item_id": "467818000000031001",Webhook for Payments Module in Zoho Invoice
Hi, I would like to trigger the webhook while Payment is created in Zoho Invoice. Could you please let me know if this is possible.? Thanks in AdvanceImport multiple orders
Hi, Is it possible to import multiple orders (commandes) or invoices in zoho? Thank's :-)add myself as a customer
When I record a business expense (not a project expense) should I add myself as a customer? And is that possible?Send delivery note directly from Zoho?
Hello, when I create an invoice I can send it directly from Zoho. After creating an invoice I create a delivery note, but I cannot send it directly from Zoho as far as I see... I have to safe it as pdf and then send it. Is there a way to send it directly like an invoice? thanks PaulRegular invoices for unbilled work
Can you create a regular invoice for all unbilled work?Zoho Invoice. Expenses Not to be double taxed
Dear colleagues, I'm doing invoices where, in general prices are tax-excluded (it is market in "edit invoices, last point before including concepts")... When I include expenses.... such expenses are included in the calculations for the total amount, but they are also taxed (independently of their own tax, if any) !!! For example: a) Situation A ---> Item 1: Price of 100 € + 21% VAT = Total 121 --> It is OK b) Situation B --> [Item 1: Price of 100 € + 21 % VAT] + Expense of 40 € (VAT alreadyZoho Invoice and Zoho people
Hello again Zoho, Is there a way to synchronize the 'expenses' in zoho invoice with a form in zoho people? My company records expenses made for the office and employees in the expenses section of invoice. I would like to synchronize so that once I approve a payment, it records automatically in 'expenses'. I await your reply. ThanksInvoice adjustment showing up as customer credit balance - help?
I had a customer pay me in advance for a portion of a project based on an estimate. When I issued an invoice for the remainder, I entered that payment as an adjustment on the invoice, so that his pre-payments were reflected in the invoice total. He paid the remaining balance and I thought everything was fine. However, when I created a new invoice for some additional work, Zoho is now telling me this customer has a "credit balance" that, if I desire, I can apply to this invoice. This is not correct!Paying thru Zoho
I just received an invoice from my supplier Simplewan in AZ and it has been impossible to pay neither by CC or paypal, Looks like there's a problem! We were unable to process the payment because the billing address of the card holder does not match with the address entered. Simplewan & Zoho say there's no problem, so why doesn't it work ... I find this very unflexible and unconvenient, zoho is not up to its promises I'm afraid, won't recommend it ...Restore lost Invoice!
Some time ago I tried to Upgrade from Invoice to Books. I not upgraded and staid n Invoice. Now i tried again and first i deleted the old trial of books. But now all is gone, PLEASE HELP!! i have no backup and i have to have at least 7 years data retention by law.Add a item type column to the input form
It sure would be nice to define a type for each item on an invoice. IT can be difficult to account for items that are Products, Services, Reimbursable Expenses, or Various Fees. They all get mashed together at the end of the day and it is hard to seperate them at tax time. Thanks!Send a "thank you" to more than 10 email address
Hi! In books.zoho there is a convenience service like sent email to my customers for their payments (contacts -> transactions -> new transaction -> invoice payment). But I can't sent it if there is more than 10 email addresses. Help me please, how I can increase the number of email addresses?Automatically add Terms of Service into the Invoice, and Add footer informations.
Hello ! I have 2 questions : - I would like to know how it's possible to add a "Terms of Service" section displayed on the page after the invoice (I don't want it attached, or just after the invoice informations). - How is it possible to add footer informations in small characters like VAT number, Company adresse, phone number... (i'm using the "simple" template) Thanks a lot ! Quentin.customize invoice template
Hi Zoho… Your invoice software is running great for me… I’m all definite to buy it when I hit my 25 Customer limit For the moment, I just can’t figure one small thing… want to customize my template to this Screenshot… can you please guide me how I would do it ?Send new invoice with reminders about invoices overdue
Hi! It will be more effective for me to send to my customers new invoice with reminder about overdue for his old invoices. For example. If customer1 has not invoices overdue I would like to sent a new invoice with text: Dear customer1, The invoice #008 is attached with this email. Here's an overview of the invoice for your reference. Invoice Overview: Invoice: #008 Date : 30 Mar 2016 Amount : $1,000.00 Debt in favor of our company- $4,000.00 Please let me know if you have any questions. If custumer2What is wrong with the following url?
https://invoice.zoho.com/api/GET/estimates/{$estimate_id}?authtoken={$auth}&organization_id={$org_id} hello there, im using the above url to get the data from estimates module in zoho invoices, but i keep getting the following response <Response status="0"> <Code>5</Code> <Message> <![CDATA[ Invalid URL Passed ]]> </Message> </Response> can you please tell me, what im doing wrong here?How do I create an invoice with all of my timesheets?
How do I create an invoice with all of my timesheets?Banking details appearing over logo!
So we've been using Zoho Invoice, no major issues until the last couple of days. Suddenly our banking details are appearing over the top of our company logo up the top left of the page!!!! I've tried sorting this out with your "live chat", however no one has come back to me and your rep could see this is an error. Why does this take so long for you to sort out? We are not invoicing customers now until you fix this as it looks very unprofessional.Disable Zoho Invoice Late Fee?
I am upgrading to Zoho Books , but in order to do so, Books is notifying that I need to Disable Late Fees in Zoho Invoice before I can move my data. How do I Disable Zoho Invoice Late fees? Thank you.Custom Domain Mapping
Hello, Is it possible to use my own domain for Zoho Invoice like billing.mycompany.com instead of invoice.zoho.com ? If so, could you point me in the direction of the documentation as I have been unable to find it.Get original copy of paid invoice
I want to get a copy of an invoice for which I have already recorded payment. Currently, if i just download the pdf, the invoice total will be zero. I want a copy of the original state invoice, with the correct total and without the payment. Is the only way to do this to delete the payment, export, and then add it back?How to fetch data from estimations in zoho invoices?
Hi, I am working with zoho invoices and want to fetch data of estimations from Zoho invoices using Zoho api using php curl, now i have tried 3 to 4 different solutions but none works, please don't refer me the official site's documentation i have read it 4 times and i'm not able to do what i want. To sum up i need the php curl url to fetch data from estimation module in zoho invoices.Thank you.Custom portal url for zoho invoice
Hi, Is it possible to have a custom url for the zoho invoice portal? Regards, ChristianWebinar: Introduction to the Client Portal
Business owners know there is never enough time in the day. Not only do you have to beat the competition and make the sale, you then have to make sure you get paid. In fact, the sales process starts way before the sale, and never really ends. Preparing and getting estimates approved, collecting payments, and fielding customer requests for information related to past transactions are all part of the day in the life of a business owner. Well, Zoho Invoice can offer some relief to weary business owners.The UK Edition of Zoho Invoice is Now Available!
The UK edition of Zoho Invoice helps business owners like yourself to file VAT returns easily. So it's time to say goodbye to the manual VAT calculations, and start using Zoho Invoice. Here are the main features of this edition. 1. Calculation of VAT on transactions Zoho Invoice automatically calculates the VAT amount you need to collect from your customers and the VAT amount you need to reclaim for the expenses you have incurred. A detailed composition of various rates, is also available rightShow Prices Incvoice
Good Morning I would like to know if we can show on the invoice the retail price, the price list aplicable to that customer and the discount. Many ThanksFinal Invoice Layout
When creating an invoice, the user can choose to invoice unbilled expenses. I do that and all is fine EXCEPT that invoices come on the invoice listed first. I would rather have my time and tasks first and invoices at the bottom. I do not understand this. Is there a way to do this? Zoho tells me there is not, but surely I am not the only user that would like expenses at the bottom of the invoice and my time at the top.How can I import my Zoho Projects timesheets into Zoho Invoice ?
Hi ! I use Zoho Projects for years and now, I'm testing Zoho Invoice in order to see if it could replace my current billing system. I setup the whole thing and I'm ready to send my first bills produced by Zoho Invoice. The only problem is that I can't see how I can "import" / see / use my Zoho Timesheets for billing. As all products seems to be related with the token, why can't I have access to my timesheet from Zoho Invoice. I don't want to dupplicate all entries. Thank you !How can I change an expence status to indicated it has been reimbursed
Hi! I've just finised importing all my expenses from september until march in Zoho Invoice / Expenses. Of course, all transactions has been reimbursed so for but I can't see where I can change the statut of those expenses to "reimbursed" either one by one or bulk change. Thank you !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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