Client Portal shows my Contact Name in Lower Case Format
When a client signs into the Client Portal, they see my company's contact details on the Home page. In that section, it shows by personal name in lowercase format as "larry" instead of "Larry". How do I get it to show up in proper case?Sub-Categories for Expenses
It would be useful to be able to create sub-categories in expenses. So that you could group things at multiple levels.Add inventory management in Zoho Invoice
Hi, We have been using Zoho CRM entreprise and Zoho Invoice in our organisation for more than 2 years. From the beggining we use zoho Invoice to invoice our client. We do not use the invoice function of ZOHO CRM. Because making estimates and invoice in Zoho CRM is painful and counter intuitive compared to Zoho Invoice. We have been asking for the following improvment for 2 years. 1/ Would you please add inventory management in Zoho Invoice for Items ? (I notice they will be a new version) Or 2/Invoice notification emails not arriving with clients
Good afternoon, Over the last few weeks we've noticed that our invoice notification emails are very often not arriving with our clients. Nothing has changed at our end in terms of the email from address or the email content. The emails have always included the invoice as a pdf attachment and the long link to the online invoice so not sure why this has just started happening. I've asked clients to check their spam/junk folders too. In some cases they find the emails there, but in other cases theZOHO Invoice receivables sorting
You have many options for sorting in the receiving reports section and even allow for columns to be un-hidden so we can see the customer last name. However, I can't sort by last name when the column is un-hidden. It seems a bit redundant for me to see my customer's last name twice if I can't arrange the way in which to view by last name. I really, really need the ability to sort by whatever columns are shown and as soon as possible.Assign recurring expense to client *and* project
I have recurring expenses that fall under different projects for the same client. When I set up the recurring expense, there is no way to select the project, just the client ("Customer Name"). Then when I invoice I have to manually select the project for each expense, which somewhat defeats the time-savings of setting up recurring expenses. Is there a setting that allows me to point recurring expenses to specific projects when they are first created? Thanks!Modulos Invoice e Ibooks
Estoy usando ZOHO CRM hace algún tiempo y ahora empece a configurar INVOICE y BOOKS pero tengo dos organizaciones, pude crear la segunda en IBOOKS pero no se como replicar esta organización en INVOICE, cuando trato de crearla me dice que ya existe y no me deja. ¿Como se sincronizan entonces? Que estaré haciendo mal? Saludos MarioTemplate personalizzation and double enumeration
Hi, Is it possible to create two enumeration with two different prefix automatically ? Example: let's that my company do both consulting service and development service. I would like to have two enumeration like: CONS-0001 & DEVE-0001 Then I tried to use a tax with negative percentage (see: http://blogs.zoho.com/general/support-for-pre-paid-taxes-in-zoho-invoice ) Is it possible to have this output: Subtotal: 1000 VAT: 200 Total: 1200 ----- Pre-paid tax: -200 Amount to pay: 1000 ?? And the lastEmail when bulk sending Invoices
We often would like to bulk it would be great to be able to add additional recipients to a CC.Zoho Invoice Customer Login Portal
Are there any plans for a customer portal to Zoho Invoice, ala Freshbooks? I would like customers that I invoice to be able to login to review invoices and invoice history. I have not switched from Freshbooks for this very reason.[HELP] Zoho invoice separate taxes field - Zapier Integration
Hi, i have started using Zoho invoice with Zapier. My problem is that I want to add automatique taxes amount from a Stripe payment tool, SnappyCheckout Can you help me to find my Tax id from Snappy CHeckout so that all my created Invoice have taxes already entered. Thanks.how to change email address
HI, i need to change the email id of the customer. but don't see any options to do that.Integrate Invoice with ZOHO-Project
How can i integrate Invoice with Timesheet inside Zoho-project?Delete Online Payment Page AFTER Sent Invoice
Hello, After sending an invoice, is it possible to disable/remove the online payment page? Scenario: Invoice is sent to client via email with online payment link, they click the link and pay the invoice/download a copy for themselves, I now disable the link but keep the invoice and payments in my records. I ask because I'd like to keep the invoice and payment records, but I don't want the invoice to still be available via the online link. I know I could delete the invoice and payments, then createWhat is the best way to offer discounts?
I would like to offer discount categories to my customers. For example, I would like to offer a neighbor to neighbor discount of 25% for local residents. I understand I can do this through setting up price lists but what I found is that upon assigning a price list when creating an invoice, the invoice item only lists the discounted price. I would like to have the original un-discounted price listed. then show a discount line with the name of the discount and the discount amount. for example:Timesheet in Days/Markup/Details on next page
Hello, 1) Is it possible to create option for timesheet in days? We have customers who we normally bill in days. If we were to present the basis for our billing in hours,this may begin to give them ideas that they could potentially pay for less than a day. This begins to complicate things for us and we would rather present the basis for our billing in days 2) I have seen a post and a response on marking up items on the forum. I have tried to use the modified template as suggested but not sure ifCan I trigger invoices to be auto created when closing a potential ONLY for specific accounts?
Hi! I understand that I can turn on the trigger for Zoho invoice to auto create an invoice when a potential is marked as closed won in CRM, my question is, can I have this triggered to be applied to only a few selected accounts? Right now every time a potential is closed, there's an invoice created, 95% of these invoices are useless to me, I only need a few selected accounts to have this trigger. Thank you!Zoho CRM Invoicing
Hi, We are new in Zoho and we need help on the invoicing process. Would you have a video tutorial for creating invoices and managing them? Thanks Nikky G.Import Invoices with price lists
Is it possible to import invoices from a CSV file and be able to extract the description and item price from the price lists attached to each contact?Changing Quote fields/Layout/formula's
I am new to Zoho Enterprise version. I am changing parts of the layout of Quote.(Invoice) I removed and add some fields etc etc. .....working good. I am looking for the (Sum) formula of "Grandtotal" .. cannot find that,...where is that accessible/changeable. Also: I have listprice in Product, say 1000 but I need to add (with a formula? ) the freight per Unit (metric ton) Thanks for reply. WilliamLabor and Parts
My business itemizes both labor and parts in the same line item. There may be multiple line items too. Labor is not taxed, but parts are. Do you have any example invoices that would accommodate this? ThanksHow do I restore the invoice notification email template back to the original default?
How do I restore the invoice notification email template back to the original default? OR is there a place where I can get a copy of the default invoice notification template and recreate it?Link imported Invoice items to Price List
I have a large number of invoices to import and wish to use the price lists which are linked to specific contacts to pick up the different prices per contact. This is to avoid errors in the import file. How do I link the imported invoice item to a price list and an item on the price list. Many thanks GordonHow do I check if the recurring invoice "template" I have created lloks OK to send to the customer?
Hi, We just started using ZOHO Invoice and while we have figured out the general invoicing, we need to make sure that the recurring invoices that will go out at the end of the month looks OK. Is there any way (beyond issuing an invoice to myself tomorrow) to see what the end result will look like when it is received by the clients?How do I add a discount?
Hello, I have a custom invoice but I need to add a % discount to the invoice for one company. I have not been able to find how to do this. I know that I have seen it somewhere before but doesn't seem to be an option anymore. I want to show the original pricing and then show that we are giving them a discount. Please advise how to do this. Thank you. Jennifer WoodError when adding and item
Hello, I'm not able to add items - I get a small dialog box which looks to have the title "Error" (see attached). Sometimes it will create and item - but then I get the error when adding it to an invoice and various issues trying to save or edit an invoice. It's possibly related to Multi-Currency support, I originally setup the account in USD but wanted to invoice in AUD ... now if I go into the currency settings and try and change to AUD - I get the same "error". Any suggestions? Cheers HamishDue Date
My clients are confused by the date due format. Can I change that? If so how?Unable to configure zoho invoice/books app in my admin account
Today, I am facing issue to configure zoho invoice and books app Note : Zoho Service Communication (ZSC) Key Generated by following this article What i did : Login in CRM Click Setup Apps & Add-ons Click on Zoho Invoice/Zoho Books Two buttons display configure Zoho invoce and configure Zoho books After select any of them asking for email address and ZSC key Here is the issue, when i put my email and zsc key, it show the error Internal Process Error Please help me i m new in zoho, guide me if somethingTax
Since I am new this CRM, I am trying to figure out the invoice module. But So, I am wondering is there a way to automatically calculate sales tax when invoices are generated or is this not possible still? I am still testing the service and this is essential for me to continue trying this software. Need you help as soon as possible, please. ThanksReceivables Reports - Compare
I would like to be able to create a report that compares receivables; e.g. this month compared to last month, April of this year compared to April of last year, etc. Is this possible?eCheck with Authorize.net?
Hello, Is there an option to take a eCheck payment currently with Authorize.net through Zoho Invoicing? Thank You.Zoho Invoice ID in the system interface
Hi guys! Our service is integrated with Zoho Invoice via API and I have a suggestion to make our life easier. We use Zoho Invoice ID as a key to the identify a client in both systems. But there is no place in the system interface where we can get this Zoho Invoice ID except the browser URL string. Would be great if you could add Zoho Invoice ID to each contact in the web system interface as well as to the iOS version. And allowing to copy this number to the clipboard would be also a great help. Regards,Invoice with other email
Credenciales de Zoho CRM Correo electrónico un143580************id Clave ZSC de Zoho CRM ********************************* La Clave ZSC de Zoho CRM no es válida. - Actualizar las credencialesSubscription Downgrade invoices
Hi two years ago I updated my Zoho CRM to the "old professional" plan because I needed invoices addons, now I don't need to use it anymore so I am planning to downgrade to the free plan. I have two questions about it: First: What will happens to my previous invoices (the invoices I made until now)? Will they disappear and I won't be able to see or download them anymore? Second: If I take a decision, how can I downgrade to free plan? If I go to https://payments.zoho.com/html/store/mysubscription.htmlEarly Payment Discounts ?
Is there any way of applying early payment discounts ? If not is there any plan for this type of discount ? Many Thanks, AngusImport customers - accented characters are replaced by �
Hi, After importing my customers, all accented characters (like ë, é, ü,...) are replaced by �. I've tried UTF-8, UTF-16, ISO-8859-1 and ISO-859-2. UTF-16 doesn't work (almost nothing gets imported) and de ISO's just eliminate the special characters. Is this a bug or am I doing something wrong? Kind regards, Jan BuskensInvoices not being received?
I love this app, and the first time I sent out an invoice to a costumer it worked. But after that, the costumer no longer receives my invoices. I don't understand it. The email IS indeed types in correctly. How do I fix this?Product images
Many of our customers ask us to include product images in estimates. I think it would be a good idea.Invoice templare - remove parts because of company paper
Hi, I'm considering to start using ZOHO Invoicing but there's one thing that I need to be able to change first. I have pre printed paper with a header and footer that contain all the information about my company (address, account number, website,...). So I need to be able to remove this information from the template. I might also need to move the customers information a bit because I also have pre printed envelopes with a window where the customers address shows through. Is this possible? Kind regards,Import ZIP code
Hi, I'm switching to Zoho Invoice and I'm trying to import my customers. The only problem is that I don't find a field to map the ZIP code to. All the other fields are there. But ZIP code just is not in the list. Or is it maybe a problem in the Dutch version? I can't be the first one to have this problem. Kind regards, Jan Buskens.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
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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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