Looking for help to enable my site visitors to submit a form that will result in a creation of an invoice and having the invoice be sent out via email
Hi Zoho. I am currently using Zoho Invoice and Zoho sites. With Zoho invoice, I am able to enter information about my customer, issue an invoice to the customer, having the invoice sent by email from Zoho Invoce - and the email contains a payment link to paypal. All this works great without any problem. Now, I would like to setup a form on my Zoho Site, were a site visitor would do the following: a) Enter their contact information, add info on what they want to order. b) Upon entering a button sayingLegit Action or Virus
We pay our invoice monthly, but I have never received an invoice like this....Just wanted to make sure it would not reap havoc if I responded. If nothing else it is not very encouraging to see your CRM show what is under their skirt! Renewal Reminder - Partner Complimentary License ${zp.crm.Hello} jpcdamen, Your Zoho partner complimentary Zoho CRM license have come up for renewal. This is an automated process - please contact partner-support@zohocorp.com without delay to ensure that your licensesExport & Order Number
Any way to get the order number column included in invoice export?Enable Portal Access for Multiple Contacts using the Same Email
I need to know how to enable portal access for multiple contacts using the same email address. Here is my specific situation. One office manager receives all invoices for all their multiple offices. Each office needs to be billed separately I assume for tax purposes. How do I add portal access for this office manager so she can view all offices? Thanks.Returned Check for insufficient Funds
I recently had a note from my bank that a check I deposited for a customer payment had insufficient funds (NSF) to cover the amount the check was written for. I had already recorded the invoice as paid in Zoho Invoice. How do I go back and change to show the invoiced amount is still due (and add bank charges to the invoice)?Importing Expenses
I am having problems with importing my expenses into zoho. It shows up the error "Your file has no rows to import. Please fill up with required data then begin to import". I'm not sure what the issue is. Do I have to have the excel document set up a certain way for it to import? Thanks!Duplicate estimates and invoices... how?
Thanks!Zoho Invoice: 10000 characters limit HTML email templates
Hi, as a webdesign company we are used to HTML coding emails to ensure they match our company’s visual style. We also always ensure each encoded HTML email is properly formatted for both desktop and mobile email clients / users. When we tried to design a simple short responsive email to use as "Payment Thankyou” template, we were halted by the system telling us there is a limit of 10.000 characters in place for these emails??? Why?? Again, we made a short email design, with just a small paragraphreport based on custom fields
I created a custom field that contains a number (specifically mileage). Is there a way to create a report totaling the mileage or at least a count per customer?Flat Rate Items
I haven't seen any discussion on this having occurred for a long time, and any existing Topics point to old pages that no longer exist. Is there no longer any such things as a flat rate item or invoice in this product? Or is the only way to create a flat rate item to work around it by setting a quantity of "1" and just entering the amount in the rate field? OK if that approach needs to be used, but not great! Thanks, Joel NiemyerMinus percentage amounts.
Hi. I wish to add a minus percentage amount below my invoice subtotal: like below. How do I do that? Thank you. Sub total 125,00.- Retencion IRPF 9% 11,25.- Balance Due 113,75.-Signature Capture
Has Zoho Invoice developed a signature capture option yet. I run a service business and am now going to have to get customers signatures. I don’t think having people drive around with printers is going to work. Thanks, ChrisClose the account
hello I was testing the program and i don't want to use it. How do I Close the Account?Several quotes one invoice
Hi, I want to convert several quotes into one single invoice. How can i do it ? Many thanks. CristinaHow do I record early payment?
I have customers who pay rent early by putting several months payment in one check. What is the proper way to record this advance payment in Zoho Invoice? I have seen a YouTube video of how to do it from several years ago ( http://www.youtube.com/watch?feature=player_embedded&v=ywkKMul7NSs) but it appears to be from an older version. Can someone tell me how to do it on the new version of Zoho Invoice? Thanks!how to round rate in an invoice
Hi there, We would like to round the values of an invoice without losing accuracy in the total amount. Right now we see long numbers in the pdf file and we would like to round those numbers without changing the total amount. Is there any way we can modify the template so only two decimals are displayed in the final invoice? This is mostly for rate values, I see there is a way to hide decimals for quantity values but not for the rest of values. Any input here will be very much appreciated. Thank youSort timesheet entries?
I am going back to my timesheet entries for a project, expanding on my shorthand notes. This automatically re-orders my timesheet entries so that the most recently updated timesheet entry is on the top of the list, regardless of the actual date of the entry. Furthermore, when I create an invoice from these timesheet entries, they are no longer presented chronologically but they show in order of update (most recently updated at the bottom). This is a huge mess. Is there a way to sort timesheet entriesIf I sign up for a month can I then switch to yearly payments later?
There is functionality I need to see beyond the free edition and of course if I shape the system to my needs I don't want to then lose all those customisations if I switch to yearly payments later. Cheers FionaDate ranges for recurring invoices?
I've got a client who is invoiced weekly for a weekly retainer. I need the line item to include the date range. Is there any way to do this with a recurring invoice? Seems like there should be some basic date math functionality for the invoice templating?Incorrect hours on invoice...
Hello, This is my first time invoicing with Zoho Invoice and I'm running into an issue where the incorrect number of hours are being used on the invoice. Here's my process: Click on invoices >> Create New Invoice Select Customer (below I see "7 unbilled projects) Click on "Include 7 unbilled projects" Select project from dropdown Added: Show in item name: Project Name Show in item description: Project Description Click Add Here's where I have the problem. I have 11:30 of unbilled time with this projectZoho invoice is a piece of s**t software
Since a couple of months I'm starting to realize that Zoho invoice is actually a piece of sh*t software. I'm paying US$ 60 monthly (4 accounts). But since today also I noticed that they can't even provide direct phone support, also if you are paid user. When you call them, you'll always get a voice recording saying that they can't answer your call right now, please leave a message. No matter what time you call. Always the same message. There a bugs in the software that I've pointed out a couple ofWhat to do with extra payments?
Hi, I have a client who often sends more money via paypal than I've invoiced for. Say the invoice is for $45.99 she will send $50. What's the best way to record this extra $4.01? I want to store it as a credit somehow so it can be used against future invoices. Or should I really just refund it via paypal? ThanksPaypal shipping address
Hello, We're an online retailer, and so we need a shipping address every time we take payment. When a customer pays with paypal though on a Zoho Invoice link, they are never asked to input their shipping address. This means that we then have to call up or email the customer afterwards for their address, which isn't very efficient at all. Is it possible to just add a tickbox in the paypal integration page that would force customers to specify a delivery address with each payment? Most paypal paymentTimesheet reports: round up time?
Is it possible to set up the timesheet reports so that they round up to the nearest 10 minutes or 15 minutes or similar?Generated PDFs not displaying
Hi there Recently any invoices I create cannot be viewed. I can see them with quickview (using spacebar) on my mac, but when I open them in preview, they are blank. I can email an example. Cheers, John.Fiscal year
Hello everyone, I've just ask help to the customer support, but I'm trying and see if anyone out there can help me. Since our fiscal year coincides with the solar year, on 1st Jan. 2015 our fiscal year is changed. Today, we tried to produce our 2015 first invoice, just to discover that apparently the invoice numbering doesn't restart. Last year, our invoicing numbering system was: (Prefix)_currentyear_-_invoicenumber_ (which is sort of mandatory in Italy). That's to say: 2014-001, 2014-002, etc.Question about CRM and Invoicing
Hi, Part 1 Invoicing: Please answer in-line I usually create invoices using Office Word because I can fully customize it anyway I want, but it is a waste of time. Please answer these questions in-line to help me decide on your product: 1- Can your Invoice Template be customized further to add different columns + rows? My invoice has the COMPETITORS PRICE column in addition to the YOU PAY column showing different prices and different totals (see attached). 2- Can I display the total of each (COMPETITORSAdd User's Name to Invoice PDF
I am using Zoho Invoice and I am wondering if there is a way to add the name of the user who created the invoice to the invoice PDF content (so it appears when the invoice is printed)? See attached screen grab for the username I'm referring to. Thank you!Displaying Multi Currency on invoice
Hi Zoho Helpers. My situation is as follows: In my country we used both currencies US$ and ANG guilders both are acceptable, Exchange rates are fixed, however each company has the choice to choose his/her rate eg, 1.75, 1.79, 1.8, 1.82 or 2.0, so, 1US $ can equal any of the mentioned exchange rates listed. Once invoice is submitted, clients can choose in which currency they pay US$ or ANG. Since most P.O.S. does not list both currencies on the invoices, most companies just list their exchange rateAdd product items by scanning a UPC barcode
I would like to be able to add new products to my product selection list by scanning the UPC. As there are many apps out there that already do something similar (such as searching for pricing of a given UPC across the internet), I think it would be useful to instead have the product description populate the approriate field when setting up a new product. The pricing field should still allow me to enter the actual price that my business retails it for. Thanks!Auto repeat field
Hi, I would like a series of fields like a date and payment to repeat once filled in to capture a series of payments like a layby or buyaway what is the best way to get a field to auto repeat? ThanksMy logo
Is there a way to put my logo on the invoice instead of ZOHO's logo? Or if not, a way to have my business logo shown as well as ZOHO's? I would like my clients to have a feel of my brand when they receive my invoices.To upgrade or not
I have been using invoice for a few months now and it is spot on for what I want.Could do with more than 5 customers but I have setup one as cash and use different templates with the customers name on. In the new year I am looking at starting another business as a sideline and will need to invoice customers. If I upgrade I need to know that I am getting more than an extra 495 contacts for £120.00 a yearExporting in Zoho Invoice: Excel Column Formats
Hi there, Firstly we love Zoho invoice - we have been using it for years and it works well with our business for corporate and SME clients alike. One area seriously lacking is reports. None of the reports under the reports tab really do what we need - we get heads up information from the reports but what is missing is a simple report builder system where we can add/remove columns and adjust criteria as we need to make our own reports. I look forward to something coming in the future. Now ontoPaypal payments not posting to invoices
I have sent 2 support tickets and left a voicemail message. My customers are paying invoices via paypal, paypal sends me the email saying they paid, but the payments are not posting to zoho invoice and sending me the payment notification as well. Help! I am having to manually post payments and it's taking forever! Tracie Sweet TeaNew version minor bugs: customer notes and customer notes label in template
Hi, First of all, congratulations on the new version, it is a lot better! There are 2 minor bugs in the new version: 1. When you edit or create an invoice, if you have a default value for customer notes and you want to delete them and have no notes in the invoice and check to be used in the future, it doesn't allow you to save. It forces to enter something in the field and it shouldn't work like this because notes should not be mandatory. Please note that if you don't check "use in in the future",Template
Hello, I have a big issue and I'll need some help to find a solution. One of mys customers uses Zoho Invoice Module but also an Excel file with some billing information, because it has a Pre-printed template with blank spaces that has to be completed to give the invoice to the customer. This is because of Argentinian regulation. He doesen´t have the electronic invoicing system available. I´d like to know if there is a way to add a new template so I can choose what to print or not, etc? This anCurrency/amount on dashboard
hey there, I really like the fact that Zoho Invoice allows several currencies and different templates for different countries! (thumbs up!) However, the 3 different currencies I use to issue invoice in are not reflected on the dashboard. This is confusing since it shows it all in my base currency. So although I've got invoices worth e.g. 1000 Australian Dollars and 500 Euros outstanding, it shows it as 1500 EUR which is misleading (it's more like 1100 EUR). I know several ppl have complained aboutLink Zoho CRM to Zoho Invoice
Hello, Is it possible to link Zoho CRM with Zoho Invoice ? Actually, when I win an opportunity, I have to prepare an invoice. Is it possible, in any way, to duplicate the information already in the "contact manager " such as name of the contact, name of the company, phone, email adress, postal adress, etc in Zoho Invoice ? Thanks in advance for your return. Regards, MarieAdd statement to invoice?
Now that the facility to send statements has been added to Zoho Invoice, would it be possible to have a check box in the "send invoice" dialog which automatically attaches a statement to the email along with the invoice? I'd like to be a able to remind clients about past unpaid invoices at the same time as sending a new invoice and attaching a statement to the email is an ideal way to achieve this. MarkNext 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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