Bulk Printing now available in Zoho Invoice
Hello, We are happy to announce the much requested and much awaited feature in Zoho Invoice - Bulk Printing of Estimates and Invoices. All you need to do is, select the invoices you wish to print and then click the 'Print' button. All the invoices will be downloaded as a single PDF file which can be printed as you wish. You can print upto 25 invoices at a single go. Go ahead and give it a shot and let us know how it worked for you. Regards, ReshmaNew Comments and History Update
The update to the "Comments and History" section needs to be changed back! Our company relies on that section being easily visible when looking at an invoice. We use this section several times a day to understand if the product from that invoice has been send to our distributor. This is imperative for us. Please help!view start and stop times
Is it possible to view the logged start and stop times for a task?Tax issues
I think I must be missing something very basic here, since no one seems to have the same question. I am helping a friend set up different tax scenarios for her German translation business. Within Germany she charges VAT; business clients outside Germany have to pay the VAT themselves (reverse charge) so she doesn't add it to her invoices except as a sentence reminding them that it is their responsibility to pay it. I can't figure out any way to just leave taxes off, it seems I have to choose a taxEdits to timesheet, goes back to unfiltered list
If I examine my timesheet entries by client, then select View By: Unbilled and Period: Previous Month, when I edit a timesheet entry (for example, to clarify my notes or fix a typo), as soon as I press "Save" on the log entry I go back to a totally unfiltered view of timesheet entries for that client. Oddly enough, when I begin in the "All Timesheet" view and make edits as above, I return to a properly filtered view where my selection of "Unbilled" and "Previous Month" is maintained. Can you fixAdding the date of an expense to an invoice
Hi there, I have uploaded a whole load of expenses. I have prepared an invoice, and want to add the expenses. However I need to show the date which the expenses were incurred - how can I do this in the template? Thanks MichaelWebhook 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 AdvanceAPI post via Android
I hope I am in the correct forum. I am trying to make a POST via the invoice API. On android, I am getting error code 500. When using curl I am getting the following message: {"code":2,"message":"Invalid value passed for JSONString"} I have tried the following > https://invoice.zoho.com/api/v3/items?authtoken=xxxxxxxxxxxx&organization_id=163411778&JSONString={"name": "H5afdrsfdswd Drive","description": "500GB, USB 2.0 interface 1400 rpm, protective hard case.","rate": 120.00,"account_id": "","tax_id":Edit Late Fee
How do I edit the Late Fees in Zoho Invoice?Preguntas
Saludos Ya soy usuario de otra plataforma de facturación que me parece muy buena pero para mis fines tiene algunas limitaciones que aun no solucionan y me gustaria saber si este sistema las incorpora. Mi primer gran problema es que en mi país tenemos los números de facturas asignados por el Gobierno y estos se asignan por tipo de clientes. ejemplo: Para ventas a instituciones Publicas la secuencia es: 111001 Para ventas a instituciones Privadas la secuencia es: 112001 Para ventas a institucionesAdding extra fee when paying by credit card
Is there any kind of option or setting where I can charge,say 3% more if they choose to pay with a credit card such as swipe? Swipe takes a lot out of the payment. I only want to add an extra fee, like a convenience fee if they choose to pay with credit card. Is there a way I can do this?Recurring invoices on the iPad
How do you edit a recurring invoice service on the iPad? You can pull up customers, but it doesn't show the recurring invoices they have associated with them.? When I pull up a client I want to see what recurring service they have with me. I want to see the next payment due for them. I don't see any of that on my iPad. I don't see upcoming invoices at all, only paid and overdue.CAN I CHANGE THE VIEW OF THE DASHBOARD
HEY , I NEED TO HAVE VIE OF ESTIMATES AND INVOICE DATA IN MY DASHBOARD CAN THE VIEW OF THE DASHBOARD BE CHANGESAdding default Items to Invoice Templates
Hi, I am trying to find how I can ensure that my invoice templates are created with particular items listed as a default, how do I do this?CAN I ATTACH CATALOGUE IN ESTIMATS
IS IT POSSIBLE TO ATTACH THE CATALOGUE ALONG WITH ESTIMATESdecimal point estimates in lines
Hello, I have set decimals in currency section 0000.00 € and everything is right but when I am introducing price lines estimates will not allow me the use of the comma. for example: I write 100,22 and will not let me, I write 100.22 and then in the final estimates itself out 100.22 thanksLate fees on desktop web version?
I see help articles that say there is a late fee option on the invoicing service - though my screens look nothing like the screens they show in the article. https://www.zoho.com/invoice/help/invoice/new-invoice.html I also see questions in the forum that say late fees are not available on the app, but I see nothing that confirms if the late fee option is available from the PC/web version. Am I missing something here? If this cannot add late fees to invoices, then this service is of no use to me.How to bill for multiple timed projects at a fixed cost?
I have several projects for a client that are set up in the time sheets section. I would like to bill for all of these projects at once. This does not show up when I go to create an invoice: The link "include unbilled projects" just below the item table. How would I bill for these projects at one time?Does anyone sync ZOHO crm with MYOB Account Right Live?.
I am specifically looking for the syncing of invoices between Zoho and MYOB. Entering the customer invoices in MYOB and receiving payments in MYOB.Can Zoho Integration with Mutiple MYOB files
We are an organisation that has 5 different businesses under our umbrella. Each business sells different products but mainly sells to the same group of customers. We would like to set up a CRM whereby you have 1 Account for each customer but enables us to be able to synchronize 5 different MYOB company files depending on what product has been sold. Does anyone know if this is possible?Edit model Invoice (xml/html)
Hello everyone ! Thank you to the Zoho team for this superb applications. I try to modify an Invoice template. I added 3 custom fields (Text). How is it possible to change the layout of the fields ? Aligned on a line, rather than column. I find only old posts about it. But, the edit tool function xml/html seems no longer available. So, how to do ? Thank you for your support ;-) Best regards, Guy-LaurentInvoice templatre - Terms & Conditions on backside of the page
Hi, I'm trying to use one of the invoice templates from the gallery. I would like to always print the "Terms & Conditions" on the backside of the invoice. How is this done ? Can I insert a page break somewhere or any other trick ? In the past I used the "HTML editor" to create templates unfortunately this option has ben removed, it made Zoho invoice stand out from the competition. Best regards, FrancisZoho Invoice - Custom Fields From Estimate Transfer into Invoice
When I mark an estimate as accepted and my invoice is created, the custom field information is not included on the invoice. Is there a way that all the information on the estimate ends up on the invoice See attached for example of the missing info in the invoice ThanksZoho CRM and Sage
Hello all, I am using Sage Professional and I am reluctant to change but would like to have the team work with Zoho CRM. Is there any integration between the two, so when we close a deal on Zoho the invoice is automatically raised on Sage? Kind regards StephenWindows 10 Universal Application
It is great that you guys are already supporting Windows Phone and Windows 8 with both a mobile and desktop app, however the apps are quite outdated in terms of the UI and the functionality. It would be great if you guys could develop a Windows Universal app that has the same polish and features as the apps on Android and iOS. Major features that are missing from the current Windows apps are estimates and invoices. I have also taken the time to mock up some UI concepts and to how I would like theZoho Invoice and Payeezy Gateway
We use Zoho Invoice and also use Payeezy Gateway via PNC as our Online Payment tool. I was wondering if integration with Payeezy Gateway formerly known as Global Gateway E4 is on the roadmap for Zoho Invoice. Or even a generic way to do integration to online payment providers not on your list. Thanks CharlesVia API: Create & Send an Estimate
Hi, I've got an already created contact, which has an email address associated with it. If I use the web interface, I am able to create an estimate and send it through seamlessly. However, when I create the estimate, I am able to create it fine, using these options: { customer_id: '[blanked]', organization_id: '[blanked]', estimate_number: '25 by Jacob Zuma', template_id: '[blanked]', date: '2016-02-13', expiry_date: undefined, exchange_rate: 1, discount: 0, is_discount_before_tax:Need to know the amount spent to the project and profit
Hi Team, I required 1 help in zoho invoice,is there any way to track the amount which we have spent to 1 project ex : purchased lan cable,patch card & labour bill,then we need to raise the bill to customer. In the final output i need to know that remaining amount is our profit.where can i see this option. Regards, Rajesh.SRecurring invoice - Create, Charge and Send Invoices at a customer level
Hi, There needs to be a way to apply the settings for this option on a customer level and not just for the entire account. There are times that we have the customer credit card but don't want to auto charge them monthly on a recurring invoice. But we do have the need to do this for select customers. Thank you.Customize translation for customer's portal?
I've checked the customer's portal and it has been shown in Portuguese from Portugal language, which is very bad to brazilian people, where I am and make business. So, is there any possibility to customize some words just for the customer's portal? Additionally, I saw that customers only can pay their invoices (using Paypal for example) through customer's portal. Is there a way to send a direct paypal link instead of an url to take customers to portal?Questions about email template
I'm facing a little issue with email templates, for invoices and/or estimates. I've customized the email template and put a html code, however after saved it, Zoho changes my code automatically inside my html code with a lot of <br> tags (<br> is line-break in html) and the template gets broken with those line-breaks. Is it normal or I can't use html content for email templates? Thank you.Adding Billing Instructions/Wire Transfer Details to the Invoice
Hi Guys, We are in International services and have multiple overseas clients whom we invoice in their respective currencies. I am sure many of us are doing the same for our various customers. I have a suggestion here: Can you please include a option of adding billing intsructions/wire transfer details to the Invoice? I know that I can add custom notes to the end of each invoice stating the bank details for payment or international BACS transfers. However, we use multiple bank accounts and have differentSell services instead products
I'm a webdesigner freelancer then I sell services instead of products, and each service (a webdesite for example) can have a different price for each case, customer or project. I made a test generating a new estimate to myself and, in "New estimate" screen we have no option to set the price. The same happens with "Items" list, so, I can't set a price individually to the same item, which could be "Webdesign" or "Web development". In conclusion, I inserted a new item in Zoho Invoice called "Webdesignsteps for adding double vat 5.5% & 14.5%
HI Team, Let know how to add double vat to a software product ex : if i'm going to do a bill for antivirus and support for 1 year. Request you to provide the steps. Thanking your, Rajesh.SCuantas cotizaciones puedo hacer y mandar con invoce?
Buen día, no he entendido la sección free que solo 25 cliente, quiere decir que solo 25 cotizaciones puedo enviar?Can we hide the currency symbol for estimates, invoices and payment receipts?
Considering I only make business in my city, I don't need to show the currency symbol, it's totally irrelevant for my customers. Is there a way to hide it?remove the zeros.
Hi Team, while generationg the Invoice in Qty field it shows like this 1.000 for 1 quantity ,request you to tel me the steps to remove the zeros. Regards, Rajesh.SCustom Fields with Data Types for Expense and Payment Received in Zoho Invoice
Hi all, We are glad to present to you, the option to create Custom Fields for the Expense and Payment Received modules in Zoho Invoice. This also comes with an icing on top of it - Yes, the custom fields can now be created with different data types. Types like Text, Number, Decimal, Amount, Auto Number and Check Box are supported as of now. Rush to the gear icon at the top right corner, select 'More Settings', choose 'Preferences' in the left pane. Click the Expense/Payment preferences where youZoho invoice with barcode
Hi, Would like to have invoice number bar-code can zoho invoice. Can I add a barcode font or any other way ?multiple invoice notification email templates
Hi, Depending on the scenario, I modify our "invoice notification email" template with different introductory text. It would be great if I could create multiple templates to choose from ie. template #1 is for a new customer (first invoice), template #2 is for a regular customer . . . etc. Thanks! Brian http://www.redpelicanmusic.comNext 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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