Is it possible to display sales values exclusive of tax and exclusive of credits?
Is it possible to display sales values exclusive of tax and exclusive of credits? At the moment I can only see totals with the * Sales value displayed is inclusive of tax and exclusive of credits. ThanksInvoicing Time-Based Work
Problem : when creating Time based invoices, no VAT is added to the individual lines. We need a VAT configuration on the project based prices like in articles. Otherwise when we invoice 100 time sheet lines, we need to go over the 100 lines of the invoice and enter the VAT for each line. This is unusable.Grrrr..... Sync questions
Google University isn't helping me and I'm sure this question has been asked a million times. Anything I find on google I'm assuming is from older versions because the options on my zoho don't correspond with any info I've found. Anyway... How do I sync Invoice and CRM so that I can add a customer in either or and then either manually sync them or have it auto sync? When I first fired up Invoice it did allow me to import my CRM contacts/profiles however I can't for the life of me figure out howAllowing customers to login and see their current statement & invoice history
Hi, I run a specialized website hosting system, and invoice my customers using Zoho Invoices. I'd like to have some kind in integeration between Zoho & my website system, so that my customers can see their invoice history & current statement. Ideally, I'd like my customers to be able to login to their website control panel; and see a list of their recent invoices & their statement - perhaps in an embedded iframe? Is this possible? Thanks DavidPossible to add categories to item list view?
Hi everyone, Is it possible to create categories within the Invoice list view? Essentially, I would like to have 2 folders just to add some organization. Each folder would contain the same items, but one would be the retail price and one would be the wholesale price. It's not essential, but would really help create some organization within our list of items. Right now, I just sort the list... Is this the best way to do it? Thanks, TeganCorrection for an invoice as separate document
I have a payed and completed invoice that contained an item that was incorrectly charged. Now I have to do a partial refund, is there any possibility of doing so in Zoho? Ideally I would be able to create a separate document and link it to the existing invoiceProblems with Invoice Export
Hi there, At GetSmarter we are using Zoho invoice and reports as part of our business process. We are having a problem where we csv exports are capped at 10000 but we need to export between 30000 - 40000 rows and growing. Is there a way around this without manually adjusting date ranges to have less than 10000 results and joining together? This is creating a huge problem for our financial department. Kind regards, MikeEase your time tracking in Zoho Invoice, with the all new Google Chrome extension
Hi, We are glad to inform you that we have introduced a Google Chrome extension for tracking the time spent on projects in the timesheet module of Zoho Invoice. This will make the process of tracking time much simpler and easy to use. There have been instances when people have forgotten to stop the timer in Zoho Invoice, as they might have been working on something else on another tab of their browser. With this chrome extension, one can easily identify that the timer is ON and can stop it wheneverImportant improvement to currency system!
As I understand, all items must be currently priced in base currency only? If so, this makes simple things really complicated and basically makes ZOHO invoicing impossible to use for companies selling products in many currencies! A working solution would be to allow ITEMS to be set in any valid system currency. Then based on the customer currency settings, the invoicing would do the exchange rate conversion accordingly: 1. If customer currency IS item currency, no visible conversion in invoice willTax summary not adding all the tax calculated
Hi, Under reporting for tax expenses, it is only calculating categories under "IT and Internet Expenses" but not others? How do I calculate all the tax incorporated eg also including "Office Supplies" or custom categories?Invoices not showing in Projects
In our ZohoInvoice account we bill for three country offices in four currencies. In order to maintain separate currencies we create an additional customer for invoicing rather than use the one in CRM (our CRM default currency is USD and our Invoice base currency is AED). For example, ABC Co. in listed in our CRM but in Invoice it needs to be ABC Co. INVOICE in order to invoice in Saudi Riyals rather than either USD or AED. This works however, I can't seem figure out how to link the invoices withHow do I import the STATUS field when importing items?
We have had a Zoho Invoices account for some time now and have compiled a very good list of items inside that account. We have just started a new company and opened a new Zoho Invoices account for it. Because what this 2nd company does is so similar to the 1st, I exported all the items from Company 1 and imported them into Company 2 account. Unfortunately though, there doesn't seem to be any way for me to import the STATUS field of each item, which makes the whole feature a lot less useful. I knowtimesheet tracking in days
I use Zoho Invoice these days to manage my invoices and find it great. I have three projects I get involved in with a client but bill in full or half days. Currently just keep a simple worksheet to track days in a week for each project and a recurring invoice where I manually enter the numbers. Noticed Zoho Invoice has a timesheet and projects tracker. Thing is that my rate is agreed in terms of days rather then hours. Also current timesheet interface is geared towards hours / minutes counting perCustom start and end date for invoice line items
How do I add custom fields to show on invoices and sales orders that indicate start and end dates for each line item? Here is an example of where I want to add the start and end date. Product Details # Product Details List Price($) Quantity Amount ($) Discount ($) Tax ($) Total ($)How do I insert Company Name in Estimate
It is currently showing Contact Name followed by customer's address only.Give tasks status "complete"
Hi I would like to have a function to mark tasks as complete so they don't show up in the project anymore. I have ongoing "projects" which have lots of small tasks. At the moment I have one general task where I log the time on. It's a workaround I could live with. It just doesn't feel right. :) Regards JonasInvoicing
Hi, for accounting purposes I need to catergorise National clients and International clients, is there anyway to do this?Invoice Intro Webinar
I missed the webinar. Will there be a recording I can access and if so, where? Thanks!Workflow automation - From draft to sent invoice
Is it possible to automate sending of invoices? we draft all invoices on a monday and wish to send them in bulk on the following Thursday we do this every week please advise how we could automate this process similarly can zoho automate the creation of a packing slip from every invoice created ?When can we expect to get a true balance due?
I have been going through the forum and I don't see any update on the "Balance" due being fixed to show a true amount for customers. When will we have the ability to show a true balance due on invoices and reminders? Honestly I am looking at other options for my invoicing because it doesn't show a true amount due and creates extra work for me. You have a column "Receivables" which shows how much a customer owes me. Why can't you incorporate that into a placeholder to show on invoices? TroyMultiple period billing
Is there any way to invoice partial amounts against a lump sum task for projects that last beyond a single billing period or do you have another product that will allow this.Eft banking details payment options
Hi there, Im trying to invoice my clients and only display eft banking details for them to pay. No online payment system, is that available?Zoho Invoice: Adding Sales Person
This one should be relatively easy: I know I have added Sales Person to the invoice before, can you remind me how we can do that? Also, I am interested in having a calculated subtotal for Distribution including some but not all of the invoiced items. It this possible? If not, we are currently calculating it by hand and putting it into a custom field, or to use the Shipping Charges and Adjustment fields. Thanks! DavidRemember / Save payment info for customer
Hi. Is there any way for the customer to save/remember their payment (credit card) information after their first invoice? I'm connected to Stripe, but I don't seen anything on the payment window (zoho invoice) that would allow them to save their CC info so that they can avoid having to re-input all that information again on the next invoice. Please help.Items missing on invoice
I created an invoice on Continental template but there's Item name missing! But the description to this item is seen though. What could be the problem, please help!Zoho Invoice Import Broken
When I try to import Invoices, the system gives me the message: "Import was unsuccessful as one of the headers has exceeded the maximum length of 100. Please check the file delimiter you have chosen. " When I delete enough columns, it works, BUT then all the columns are getting connected together, like in this screenshot: http://screencast.com/t/tHDZadhU7 If I put quotes around the column headers, then it only imports the first column. I even tried importing Zoho Invoice's own test file, and gotHow do I insert an image?
Hello, I'm trying to insert my company logo into my email signature for ZOHO invoicing. However when I click on the "insert image" icon, it says "ImageSRC" which I'm not familiar with. It does not allow me to browse my computer for the image file. Thanks for your help. RomanTo change the base currency
Dear All, Any further information about change the base currency? Our company works all over the world and invoice in different currencies. I have tried to change it, because I need to make an invoice in USD ($) but, the massage was that for changing it I have to delete the previous transactions that were made with EUROS (€) How is that possible? Any suggestion? Thanks in advance. Kind Regards, María José MontoyaZoho Invoice Free User Version Invoice Limit
Hi am getting a error message when I tried to create an invoice. It says you have reached your limit. upgrade or contact us. Any help on this please. Thanks,What is going on? For 3 days your servers have been unavailable!
Since Wednesday, several times a day the invoice servers are unavailable. If I try to save or pull up anything it fails and I normally have to wait 15 or 20 minutes until they come back on line. This isn't a computer thing because it's like this on all my machines and it's not a network thing because all other sites work fine. Please advise.Zoho Invoice vs Zoho CRM Invoicing
What is the difference between using Zoho Invoice and using the invoicing built into Zoho CRM? Can they be linked and share data? So far I see payments API for Zoho Invoice, but not much else....Retainer Payments
Hi Forum members, In my line of business, i prefer to do pre-paid projects, cause you are 100% sure of your revenues.. Do Zoho have any plans to add a function for Retainer Payments? Is there any work around that i can use at the moment? How does Retainer payments work. A client is invoiced for $100.00 for 20Hours of work, and he pays that invoice. For every hour of work that is down, it's deducted from that $100.00 dollars, and the client sees this back in the reports When the $100.00 is deplited,Delivery / Packing Notes
Hi, Is it at all possible to print out all of your outstanding delivery and packing notes? ThanksHow to set different prices for different customers
Hello Is there a way to set a price on a certain items for specific customers that will come up each time they are invoiced? Thanks!Unable to create invoice for unbilled time
The Windows Phone app for Zoho Invoice is wonderful for creating contacts and tracking hours, but the actual invoicing is very nearly useless for anyone in the services sector. Creating a new invoice is easy, but you cannot apply the timesheet data you just created using the timer feature! Is there a function I'm just missing, or is there no capability to invoice unbilled time in the Windows Phone app?Change default payment method when recording payments
Hi, almost every payment we receive is via banktransfer. Now we have to change the payment method from cash to banktransfer. Is there a way to change the default payment method to another option? thanks in advance. DoronInvoice unbilled time from mobile
The Windows Phone app for Zoho Invoice is wonderful for creating contacts and tracking hours, but the actual invoicing is very nearly useless for anyone in the services sector. Creating a new invoice is easy, but you cannot apply the timesheet data you just created using the timer feature! Please add the functionality to bill for time in the invoicing app for Windows Phone.Zoho CRM Potentials and Zoho Invoice
Hi, We use the Zoho Invoice module and would like to be able to raise and use the Zoho Invoice module from potentials, so we don't need to go back to the account and raise an invoice or estimate from there but it doesn't seem to be working. Can it be fixed so that in any potential, you can scroll down and raise estimates/invoices, with the system automatically selecting the relevant account and so this item will then be associated with the relevant potential. Thanks, LeeSeveral "Delivery Notes" in one "Invoice" at the end of the corresponding invoice time.
Hi everyone! I would like to ask you a question regarding a problem I have about how invoicing several "Delivery Notes" in one "Invoice" at the end of month. I have tried to find a good way to solve it my finally I have seen myself forced to ask you for help. The problem is that my customer comes to my company, for example, three times a week and I give him the three corresponding "Delivery Notes". Then, at the end of the month I innvoice the total amount of the three corresponding "Delivery notes"Custom field labels disappear when syncing CRM and Invoice
Hi, I have two custom fields in my Invoice module (with labels "BTW" & "CONTRACT"). Whenever I create a new contact in my Invoice module, I can enter these fields. I have set up synchronization between the modules CRM and Invoice. However, when I create a new contact in CRM and this new contact is synchronized, the value of the custom fields is synchronized correctly, but somehow the labels of these fields of the new contact are sudenly emptied by the synchronization proces (so the labels don'tNext 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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