Share test organization between Zoho services
Hi there! Our team uses Zoho Subscriptions API by test organization. We want to use Zoho Invoice API for downloading pdf-version of invoices. But we don't understand how we can share single test organization between subscriptions and invoice services. Please tell me how we can generate valid api authtoken for Zoho Invoice using organization id from Zoho Subscriptions. Cheers,Fixed cost per task
Is there any way to assign a fixed cost per task, but track time for internal reporting? Don't see a way to do this currently.How to enter an expense refund?
I had an expense for my business, non-client billable, that I had created. A few weeks later due to some poor customer service issues, the company refunded that month's charges to me. How do I enter this type of refund in Zoho Invoices?Can we remove Rate and Qty from Invoice
I want to remove the rate and Quantity columns from Invoice. Is that possible ?Auto Send Report of Upcoming Reocurring Invoices for the Upcoming Month
I'd like to have Zoho Invoice email me a report of recocurring invoices that are about to generate next month. The Use Case I'm trying to solve: I'd like to be reminded that I have client domains that are up for renewal as I will be personally charged to my credit card and I want to confirm with my clients they plan to keep the domain before I get charged and have to pass the charge on to them.Portal attached to wrong account
Hi, I didn't realize I had an old Zoho account, attached to an old email address. I also have an account with my current email address. I created the portal for Invoicing in the wrong account. I didn't realize I should have renamed it before I deleted old account. I am unable to create it in the newer account, because it saying it is already taken. Please advise.Is it possible to do this? Italian taxes
Hello, I'm about to buy a subscription for Zoho invoice as it seems really good, but I am not able to find a way to make things work like this: I'd like to have two kinds of invoices/estimate: 1. "normal" invoice. Eg.: Cost of service = 1000 € IVA (22%) = 220 € TOTAL = 1220 € I'd like to have the possibility to enter the cost of the service (tax exclusive) or the total (tax inclusive), but for some reason with the latest option I always get Cost for service = TOTAL. 2. Invoice with "ritenuta d'acconto"How do I add a logo to the signature in ZOHO Invoice
Hi, Please advise me how I add a logo to the signature in ZOHO Invoice. Thanks Grahamgrouping clients
I think that you can make an interesting feature for Invoice: posibility to split your clients in groups. That is good if you want to sort all clients that are billing each 2 months, the clients that need a reccursive bill etc.Timers dont really workout well for me?
Hey, I currently use Zoho for invoices and an iPhone app for tracking time as Zoho doesn't really work how I would prefer. My workflow is that I have numerous clients, all pay a different hourly rate - but I dont really have projects - i just need to clock in and clock out and generate an invoice. The zoho time logging only works if you have a project - I could make a project for every single client but then It just gets too messy. Is there a possibility of soho changing how timers work in the futureInvoice API - You do not have access as your account is disabled. Please contact your administrator for details
https://invoice.zoho.com/api/v3/invoices?authtoken=*******************************&SCOPE=ZohoInvoice/invoiceapi&EMAIL_ID=********&PASSWORD=***********&organization_id=********* I am getting this error while requesting invoice api ? {"code":6018,"message":"You do not have access as your account is disabled. Please contact your administrator for details."} Already checked i have access to my account? Anything wrong in the query ?How do I make the time spent on a task to show in the time column when creating an invoice.
Hi Zoho, I have created a project where each task is time based in minutes. For example. I have had a phone conversation with a customer, which took 15 minutes. Then I used the android to record the activity. I scroll the time duration and then set it to 15 minutes, enter the details and then save. At the end of the month, when I try to create an invoice, I need to be able to show each event in the record. This works fine, but the problem is that in the time column, it either show "0" or "1".Reports without taxes included
Hi all, My first question in this forum so please forgive me if it's not the right place to post this. We've been using Zoho Invoice for a while and it would be really handy to have the reports (invoice details, estimate details, etc) without VAT as that's the way we report books here in Spain. All forecasting as well as all book keeping is done always without VAT. Also, not all our clients have VAT (inside the EU VAT is not charged in destination countries) so it's not as simple for me to just getConditional placeholders
I would like to show to show the customer address as below. %City%, %State% %ZipCode% Since some of our customers do not have an address filled, the invoice ends up having a comma [ ,] where the address should be which makes the invoice look unprofessional. Is there any way in Zoho invoice to put a comma only when the fields exist?Linking Zoho Invoice Contact ID with Zoho CRM Contact ID
Background: - we use Zoho Invoice to create new contacts and create invoices for these - we use Zoho CRM to manage our contact database (we are in B2C, thus contact = customer), manage campaigns and communication. A few contacts are created in Zoho CRM. - we set up a SYNC BOTH WAYS between Zoho Invoice Contacts and Zoho CRM Contacts. What we want to do: - download data from Zoho Invoice, slice and dice it and upload it into Zoho CRM (contacts) Issue: - there is no unique key between the contacts.Missing Invoice from 28/07/2014 20$
Missing Invoice from 28/07/2014 20$ User - shaya770@gmail.com Please, help!Problems getting to invoicing...
Why can I not get to my invoices? Has something changed? I can no longer access my clients. Please help. Step by step directions would be very nice.Wanted to upgrade my account and want to pay by Paypal
Hello, I want to upgrade my account but willing to pay by credit card. Is that possible? MikeRetainer rollover hours
It's hard to break down billable hours to exactly the amount of the specified retainer invoiced. Can you have hours roll over under time sheet for new retainer invoices?profit calculation
Can this be done in Zoho Invoice as well? In CRM with a little script you can calulate with a little formula the profit on a opportunity. It would be great to calulate profit made on sold items invoiced by Zoho Invoice. Fe. using list and purchase price of the Products module out of CRM Let me know Jean-Paul Damen INTERNET OVERAL The Netherlands Zoho Alliance PartnerCountry list specific option/table in the Contact details page needed
It is important to have a country specific option/table in the Contact details page. We to be sure that the organizations we work with enter always the same value ( ej.UK) and they have not the posibility of enter other posibilities ( ej, United kingdom, GB , Great Britain and so on). It is important for two reasons: 1. We need to follow the sales to other countries. I need to filter and categorize. 2. Calculation of taxes. I am based in Spain and the VAT will be different if: a) I am invoicingDownloading innvoices into zoho books
Hi there! Mi name is Ignacio. I´ve been doing a resarch on this app (wich by the way i´ve got very few knowledge about its tools and ways of using it), and i´d like to know if there is any posibility to download some innvoices (recieved from other servicies) into some place here in zoho books. What i am looking for is to have, through zoho books, a folder o something that could help me to organize all my innvoices (the ones i recieve and the ones i make through zoho books). Please, if i´m not beeingSkrill integration
Are there any plans for having Skrill integrated into Zoho Invoices?progress biling
Hi We are currently evaluating the Zoho Suite (CRM, invoice, projects,...) as our main tool to administrate our business. We are working with progress biling, first-, secound- and third payment. This is a feature we must have. How can we setup the invoice for that? ThxZoho Invoice - New Invoice - Customer Search - dropdown list does not user friendly
Current situation: - customer calls and wants to place a new order (on our end we would create the invoice) - you go to INVOICES / CREATE NEW INVOICE - the customer gives his name (sometimes his first name, sometimes his last name) - when entering the name in CUSTOMER NAME, the app filters the contacts as per the first letters typed Problem: - one in two times the desired entries do not show up in the drop down because the system filters them by the first digits. If a salutation has been entered,sales person
Hi, as far as I can understand I can associate a contract with monthly invoicing to a sales person. Is it possible to automatically pay to the sales person a percentage of the invoice associated to him? In other words let's assume that John is a sales person that closed a contract that cost to the Customer Jack 100$/month. I need to understand if I can automatically invoice Jack 100$/month and pay 10% (10$) to Jack. tks, pippoPaying recurring invoices in advance
Is there a way for a customer to pay an open invoice and pay in advance fully or patially his next recurring invoice, even though it hasn't been created by the system?wrong sales by article report
why on my "sales by article" Report i see (let's say) a 30k when in the Dashboard the "total sales" value is like 60k? I think that the report of sales by article feature is bugged because the total sales value is correct. Or maybe i am missing something?Roles and Users - Other users see pay rate
Hello Zoho Invoice, When using the time tracking feature does each user have access to the other users' pay rate? When you click on a project, and view the content by User the pay rate is listed. Do the other users see this as well? If so, how do you prevent this? Thanks, TeresaContact name and customer name keep changing
Hello, I am using Zoho Invoice. When I add a new contact in Zoho Invoice, I specify the person's first and second names, and then I specify the company name. I want the company name to be the Contact Display Name, so I choose Company Name. But when I raise a new invoice, for some reason the Contact Display Name has changed to show the first and second name of the person, instead of the Company Name. I always have to change it back to the Company Name so that the Company Name is the Contact DisplayBilling a fixed cost project in chunks
Hello, I have a fixed cost project that I would like to bill in chunks -- 1/3 when the concept is approved, 1/3 after the first draft and 1/3 when the project is complete. I can create an invoice and where it shows 1 hour, I can replace it with .333333 hours. But it will not give me a nice round number. So for example if my project is $6,600, I would like the first invoice to be $2,200. But instead it comes out to $2,199.98. How can I fix this?No TERMS, just due date
Hi Just like the heading says I want to just have a DUE DATE and NO payment terms, that is no 7 days, 14 days, due on receipt etc. Is that possible? thanks Steve :DWhy is changing the currency of a contact not allowed?
My contacts in ZOHO Invoice come from ZOHO CRM automatically. Some of the accounts in CRM have the currency set to EUR, while others to HUF. When trying to edit the contact in ZOHO Invoice, the currency field is disabled for one account, but enabled for another. What is the rule, why is the currency disabled in some cases?Calculate tax on receipts as well as sales
Hi Zoho! Just started using the service and have 5 invoices outstanding now. Very easy to use and I like the reports. However, one thing I noticed on the reports is that period sales tax amounts are calculated using the date on which the invoice is raised. This is a problem for me, since the sales tax I must return to the Government is based on date of receipt, not date of invoice. I do this on a quarterly basis, which means I sum all of my receipts for the quarter and then return any sales tax IIs there Purchase Order & Delivery Order function?
Is there Purchase Order & Delivery Order function in Zoho?http://emkybulb.zohosites.com/log-in1.html
how to setup zoho pay per click on a websiteThe following place holders were not replaced in this message: %C3%
Starting from today, I cannot send invoices by email directly. error: The following place holders were not replaced in this message: %C3% Please help ASAP!! MarianoAutomating emails by updating a contact
With all the new automation features, I am wondering if there is any way to automate a bunch of emails going out whenever contact details are updated. Specifically, we would like to be able to email 5 of our predetermined subcontractors whenever a specific custom field is updated for any of the contacts in our database. Is that possible? VladAccessing own subscription invoices
Hi, I recently downgraded my account from paid to free. Is it possible to access my past subscription invoices? I used to get it from here: https://store.zoho.com/html/store/mytransaction.html but it says I haven't made any purchases. Thanks, MelHow to add our company name in delivery note
am unable to add our company in delivery notes.kindly helpNext 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
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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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