Unable to set email when creating contact using API
Although the API docs state that you can set the email key when creating a contact, it doesn't take effect. The contact gets added but the email is left blank.Customer Statement Header
Hi All, I hope someone can help. I am looking for the area to edit the header for my Customer Statement. Right now when I send this out it says "Statement of Accounts" but it should say "Statement of Account". I am sure there was a way to edit this but I cannot find this now. Thanks.Collect feedback from your customers with the Client Portal
Introducing customer reviews, our latest feature in Client Portal. With customer reviews, you can get your service rated and reviewed by your customers. This information will be automatically captured within your Zoho Invoice account. You can also share some of your best reviews on Twitter. If you'd like to try this feature, check our user guide on customer reviews . We have also published a blog recently, highlighting some of the benefits of using this feature. You can read the blog in this linkPrices including VAT in Zoho Invoice.
Dear sir/madam, Is it possible to work with prices including VAT in Zoho Invoice, now I have to fill in the Item prices excluding VAT. I will give you a explanation below. Item Date Quantity Price (incl.) Amount (incl.) VAT Reupholster chair. 19-10-2010 1 € 600,00 € 600,00 19% Fabric 31984-5 Blue 19-10-2010Marking items as paid
Is there an option where I can mark tasks on a timesheet as paid? It currently says they are all unbilled and I do not know how to change this.Two issues with using workflow automation to send email
Hello, I'm trying to use the workflow automation feature of invoice to automate an email to my customer when the invoice date arrives. Ex: I want to create an invoice with a future invoice date and on that date, have it email my customer. The email successfully sends to the customer, however, I have two issues: 1- the status of the invoice did not change from "Draft" to "Sent" (shouldn't it have?) 2- there was no pdf of the invoice attached to the email (how can I get attachment to send on emailsAssign customers to salespersons - Zoho Invoice
Hi, I am new to this application and I am not sure if this application suit me as an owner of a company with few staff.I am looking an application that allow me to assign group of customers to each individual salesperson which then allow them to do estimates and sales order for their assigned customers. Besides, salespersons can only view invoices and owing of these customer rather than other customer which have been assigned to other salespersonn; whereas me and my admin can view and manage all.Tips Payment
Hi Zoho team, I have some clients who occasionally send payments with an extra amount. For example, if I send the invoice for $41,5, they will send $50. They consider this as a tips instead of to be used as credit for the next bill. What should I do to make it considered as a tips, not as an "unused amount"? Thanks.Backup function
Hello, as I'm sure you will agree, backing up is extremely important. Currently, to backup my data I go to each table and export the files to excel individually customers / invoices / items / recurrences / payments A function which would produce all files (and maybe even a settings file, plus custom templates) and download as a zip would be extremely useful. What do you think? V.How do you use the "Automation --> Email Alerts" section?
How do you guys use the "Automation --> Email Alerts" section? Can you give me an example of how you use it? I'm not sure if it would be helpful for me, but maybe I haven't been creative enough in my thinking. I'd love to know how you guys use it to give me some ideas. (:Tips Payment
Hi Zoho team, I have some clients who occasionally send payments with an extra amount. For example, if I send the invoice for $41,5, they will send $50. They consider this as a tips instead of to be used as credit for the next bill. What should I do to make it considered as a tips, not as an "unused amount"? Thanks.Include a customer satisfaction survey
For every invoice I send, I should have the option to include a customer satisfaction survey, the results of which can be posted to my linkedin or googleplus account. I think I read that freshbooks has such a feature. This feature helps small businesses aim to have a 5-star rated service.Can I specify when invoice will send?
I am gone at times when invoices should go out. I would like to be able to create the new invoice, and then schedule it to email at a specific time/date. Is this possible? It is project by hours, not reoccurring or retainer. Thank youcurrency
About base currency and customer currency. In the Invoice, I would like to the base currency for all items, sub total and total amount. And show a additional customer currency in the final total amount. Also, show the exchange rate. For example: Item # 1 100 2 110 3 200 sub toal 410Cannot create estimate/Invoice (the Zoho Invoice version) from Potential page?
According to the documentation regarding the Zoho CRM and Zoho invoice integration, I should be able to create Zoho Invoice estimate/invoice from within the Zoho CRM contacts or potential page. See https://www.zoho.com/crm/help/zoho-invoice/#Create_Invoices It clearly states: To create an invoice/estimate Click Contacts, Accounts or Potentials module and select a record. In the [Record Details] page of the Contacts, Accounts or Potentials module, go to the Zoho Invoice/Books Related List. Click Fetch (ifZoho Invoice Attachments Questions
I have been using Zoho Invoice for about a year now and I LOVE it. I recommend it to clients all the time. I have noticed that the attachments feature has improved quite a bit and it is looking like something I could actually use in my workflow. However before I do, I have a few questions I can not seem to find the answer too and thought I would ask publicly so others could find the info as well. 1. Is there, or will there be a way to mass export attachments? I have no desire to leave Zoho, but ICurrency in dashboard not correct
I read in the forum that currency problems exists here and there. In the dashboard it is completely wrong. I've sent invoices in SEK but the amount is shown in euro in the dashboard. Probably because euro is my base currency? Will the dashboard support multiple currencies in the future?Delivery note Align to centre problem.
Hi, Just went to create a delivery note for my invoice and the title 'Delivery Note' nearly overlaps my bill to address. It needs to be centered like the Invoice template. As it looks like it's 'align to left' instead of 'Justify centered'. Thanks, Will.Inovice Autogeneration
Hi, one of the major reasons I want to use Zoho Invoice was because of the auto-generating invoice numbers and associated statistics! However, the government made the invoice formatting mandatory, and I need to find out if its possible to make this work somehow? The Prefix is R1 (associated with an LTD. and taxation) is OK but, I need the auto generated invoice number (next number) to be followed by a constant /S1/1 e.g. Invoice numbers (max 999 a year). 001/S1/1, 002/S1/1, 003/S1¸/1, etc. (numberingHow can I update my timesheet?
When I have input my timesheet, how can I retrieve it for modification?Change System Logo
I want to change the System/Org Logo following this instructions: https://www.zoho.com/invoice/help/settings/online-invoice-settings.html#logo-and-themes The problem is that, as directed on the link, there's no Settings Tab, Setup Tab or anything alike. Please help. I am on the 15$ plan. Thanks.Customize Zoho Invoice
Can you put in a formula into a Zoho estimate or invoice?Send reminders based on invoice/product type?
I have two types of products: One is product-based and invoices are all individual. The other is a service set up with auto-recurring invoices each month. I have an auto-reminders set up to tell people when they are past due. However, when the service is past-due I would like to have some additional information like "Your service will be terminated if not paid, etc" to warn them ahead of time. But, I don't want this on all of the reminders since it doesn't apply to the product-based invoices - onlyEstimate change to Quotation
hi friends, I am using zoho invoices, But I need customize estimate title to quotation, Because this word "Quotation" is popular in my country (Malaysia). How can i do? please advice. thank a lot.Undelivered mail with Zoho Invoice
Hi I'm using a Google Apps domain which I have integrated with Zoho CRM. When mailing an invoice with Zoho Invoice - I get the following error: Hi, Your message to the following recipient was not delivered. Please find the details below. Bounce Details: Bounced Address : user@mydomain.com Bounce Reason : policy-related Daignostic-Code smtp;550 5.7.1 Unauthenticated email from mydomain.com is not accepted due to domain's DMARC policy. Please contact administrator of mydomain.com domain if this wasZoho Invoice will no longer support XML APIs.
Last year, Zoho Invoice enhanced its APIs and shifted to REST based architecture. Ever since we published REST APIs, we have been encouraging our customers, who are developers to shift from XML. We have also helped several of our customers to successfully switch to REST. For more information on our latest version of APIs, please refer to this link . Due to the availability of a more advanced version of APIs, with effect from January,15 2016, we will no longer support XML APIs. If you have any questionsWorkflow Automation
I would to have Zoho Invoice send an email (reminder) when I have a land lease payment due, based on Recurring Expenses "Next Expense Date". I am trying to accomplish this by creating a Workflow Automation rule. The problem that I am having is I don't have a trigger for this action. I am currently only able to do the following: Execute the workflow when "Recurring Expense" is created, edited, created or edited, deleted. I chose Created. I need a trigger filtered by "Next Expense Date" so thatE-mail address
I just paid for a Basic Account. Can I send from more than 1 e-mail address. I tried to add 2 more E-mail addresses, but the Zoho e-mail message sent to me did not have a button. Zoho message said: To verify the same, please click on the 'Confirm Email Address' button, found below. This link will expire in 7 days. But no button was present.Disable payment thank-you emails
Hello, can someone please tell me how to disable sending of the "Payment Thank-You" emails?Looking for a additional feature as QTY PER METRE
Hi Team, In zoho invoice normally we are having feature which describes about qty, amount and so on... but am looking for a feature called qty/metre. For eg. in an item description it's about cable wire, there am looking for an option which gives laying of lan cables in per metre format. So my request is for replacing qty to qty/meter. Kindly let me know how i can get that feature or if not if you people can develop and let me know. Thanking in anticipation. Regards, Rajesh SAutomated Reports
Hi, I see the following on the Zoho Invoice Release Notes Nov 4, 2015 Schedule reports on a weekly, monthly, quarterly and annual basis, and have them emailed to you I cannot find any way to set this up. Can you explain on how to use the scheduled reports?Adding a BCC field to invoice emails
Hi Team, What chance / probability is there of addinga BCC field to invoice and estimate emails? It would certainly help me and, I believe, countless others. Thanks for listening. Regards, MarkNew Custom fields
Hi, I noticed an update that you can set a type for Custom field (https://www.zoho.com/invoice/whats-new.html), but I don't see any difference in settings. But while trying zoho books this change is there and usable. Am I missing something here or why zoho invoice does not have this feature visible. Regards UrosCreate Scheduled Reports
Want a report to get emailed each day and/or week - how to do so ? (ie- Detailed Time-Sheet)Edit Expense Categories in Projects
Is there a way to change the expense categories? Or at lease make it so I can type in the expense? Mine often do no fit into the overarching categories. Thanks!Full list of placeholders
Hi, I want to include on the email communication the Carrier and tracking number but can't seem to find which is the place holder. Please helpPrices including VAT in ZOHO invoice
Hi there! I am considering becoming a user of ZOHO invoice. Very happy with the system but I am missing one feature. I would like to add a price including VAT but is currently only seems possible to add VAT exclusive on top of the product price. Can anyone let me know if this feature is possible at all? Thanks MerlijnDelete all
I have been testing the system, and now wish to start using it for real business transactions. I have management to delete invoices, but need to delete all totals as well as receipts related to invoices , how can I do this? (Basically I want to reset everything in the account to zero)Link a deposit to a quotation
Is possible to make several invoices linked to one quotation?Introducing Workflow Automation in Zoho Invoice
Hi folks, Zoho Invoice is glad to announce yet another feather to its cap - Workflow Automation. Yes, to those who wished for this feature, it is now available :) and to the rest, its a surprise treat that's going to make your work easier ;) Have you ever felt bugging to monitor, if there are any Estimates created with enormous discount margin? Have you ever wanted to automate an email whenever such an estimate is created in your organization? Or, has it ever been painful to update a custom fieldNext 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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