Paypal Invoice
In what manner would I be able to make free Paypal receipts?Zoho Invoice - Expenses functionality suggestions
Hi, I've been using Zoho Invoice for ages, but recently started to use the "Expenses" functionality. It's very good, but it has a few missing things, which would make it even more useful, so I thought that I'd propose them. You already have flags for 'billable' and 'invoiced', which is great. However, for internal reporting it would be very helpful to be able to flag an expense as 'reimbursable' and 'reimbursed', since some expenses will be made by staff out of personal cash (rather than on companyCustomize 'Online Payment' Link Image
The customization of invoice templates seems to be severely lacking. Is there any way to change the images used for the 'Online Payment' options? Or can I simply insert a text link to for online payments?Killer feature- let customers enter their own orders in Z Inv
Now we can let our customers (we only bother doing this with a few major wholesale dealers) look at their accounts and invoices. BUT more importantly we need them to be able to enter their own orders, which they can print out as needed, and then export a list of their orders for their own use in their own systems(csv format?). We could allow customers in as users IF we could limit their permissions so they could not change items or view anyone elses information. In other words when we setup a userRecurring Invoices Using Mass Update
How do you mass update current invoices to become recurring?Using the invoice timesheet project system, if I have the project generate an invoice and it groups/sorts in a way I didn't want, how do i try again?
I am trying out zoho invoice for my service business and am trying to use the timesheet project to invoice process. Setup: Created contact Create Project with bill by staff hours Created tasks Logged timesheet entries to tasks From within the timesheet-projects navigation, I selected the "New Transaction" and had it generate an invoice I selected the "Show all timesheet entries individually." option What is working: I was able to get the invoice to show the notes from the timesheet entry What I can'tTimesheet and invoice
Hi, I want to create an invoice per month, but display the details of hours spent in the project per week. I only have the choice between group by project (and I will have the hours spent during the whole month), or the detail of every timesheet submitted (and as I submit one per day, I have way to many lines). Is there a trick to group by week and by project/task ? Thanks, MatthieuZoho Invoice SLOW
For the past few hours I have been unable to use Zoho Invoice as it is infuriatingly slow! Any attempt to edit draft invoices let alone send them simply will not function - the system simply shows the "cycling icon" however nothing happens... Can someone from Support please advise why this problem is occurring? Regards, DimiAll invoices screen
Hi Is there a way to display the company name on this page. Reason is we have multiple departments within one company we invoice. As it is set at the moment, it will only display the customer name or company in the 'Company Name' field. Therefore referencing sent invoices is difficult as its either: 1. labelled as same company 2. Labelled by individual and no company mentioned. Also is there a way to group invoices into folders, eg: by year or month? Thanks SteveStripe and Subscription Billing
Strip offers subscription billing via their API; when using Stripe as the payment gateway via Zoho, is there a way to enabled automated recurring billing?Scheduled Reports with Zoho Invoice
Is it possible to have a scheduled report emailed each day at a designated time? for instance - Detailed Time-Sheet Report for today.Creating Columns
Hello, I am currently trying to create an extra column in an invoice for a markup,cost, and estimated cost for a client. We also need it to be able to print only certain columns( in this case cost). Is there any way possible to achieve this? Thankswidth field
I use long product name. how can I change the length of the field (product name) for contracts and invoices. I have the problem especially after the cloning of orders. I have attached screenshot. many thanksContact Address format differs
Hi, I have created two contacts with the same address. However, while one of them appears with the following (desired) address format in the contact overview: STREET CITY POST CODE COUNTRY ...the second one is shown like this: STREET CITY, , POST CODE COUNTRY So, not only does the post code not appear in its own line as I would like it to, but also there appears to be a placeholder for STATE. I have tried adjusting the relevant 'Contact' preferences with the placeholders etc. but none of my changesZoho Invoice - snail mail template issue
I've created a good looking custom invoice template. When I want to sent it by snail mail, zoho invoice shows me a preview of the envelope. On this envelope I can click to preview my invoice that will be physically send by mail. problem => the template that now is used for snail mail is different than my own template. All the info is there, just in another template. What can I do to secure that my invoice looks the same for both e-mail and snail mail? kind regards, Doronesign a "terms and conditions" box!
In Zoho Invoice, please incorporate a way for customers to esign a "terms and conditions" box (with a "scroll-down" for the legal language). It would be essential that this feature be implemented in a way that includes customers who click on the pay-online links. Let me know what you think, Thanks, Brian http://www.redpelicanmusic.comInvoice templates: Option to hide label "Bill to"
Hi Can you add the option to hide the label "Bill to" in templates? If you only have the customer's billing address it's strange to explain the obvious. Regards JonasTranslation of e-mail and customers pages
Hello guys is there a way to have Access PORTAL NAME portal invitation mail translated to our languages? It's mail that client recieve when we use option reinvite to client portal Text of mail that I want to translate to CROATIAN language: Hi ***** To view your transactions with us, please visit our portal via the Portal URL mentioned below, and sign in using the username. Portal URL: https://invoice.zoho.com/portal/PORTALNAME UserName : info@MYWEBSITE.com If you've forgotten your password,Problem inserting invoice
Trying to insert an invoice into Zoho CRM but always getting a response of: <response uri="/crm/private/xml/Invoices/insertRecords"><error><code>4500</code><message>Problem occured while processing the request</message></error></response> which is not that helpful. I would gratly appreciate guidance as to where this message format is wrong. Also, finding it confusing about when field names have spaces in them or not eg. "Product Details" url: https://crm.zoho.com/crm/private/xml/Invoices/insertRecordsExport Data both contacts and invoices
Hi We need to work with SEPA European rules of Payment. I know this is impossible by now. I hope this will be possible in a future time. Then, we need export data to excel and then send by bankś software, but we have a problem: We need contacts data (because we have 2 customer fields we need put in the excel, IBAN, SWIFT code) and logically, all the invoices data . Now we can find anyway to export both contacts and invoices in a only one excel sheet. Itś possible?How to add telehonenumber to invoice
Hi support, We're not able to add our telephonenumber to the invoicesheet. We tried several ways; 1- adding telephone number in template preferences under 'show company adress' will not work. 2- adding placeholder %telephone% under preferences or organization adress format will both not work. Please help. Thanks in advance & Kind regards, F. ForstnerAdd telephone number on invoice
Hi Support, How to add our company phonenumber on the invoice. We tried in several ways but it will not show up. We filled in the template editor (under show companyadress) and also under preferences (organization adress format) and try to put in placeholders, but no succes. Please help. Thanks in advance. F. ForstnerCreating invoice using api
Hello, Dear Zoho Team! I am trying to create invoice using api with fake products. I am using python and following code import requests data ={"customer_id":"555350000000041062", "name":"test name", "description":"test description", "rate":100, "quantity":1} params = {'authtoken':AUTHTOKEN, 'organization_id':43196728, "send":False, "ignore_auto_number_generation":False, "JSONString":data} headers = {'Content-Type': 'application/json'} r = requests.post('https://invoice.zoho.com/api/v3/invoices',Subscription Payment Options
Good day support, Are there any other payment options for Zoho Invoice Monthly subscriptions besides credit cards.. Is PayPal an option? Kind Regards TeleNetICStaff Expenses/revenue by staff reports
We are a company who provides services where each staff has their own regular clients. Some has got many more than others. Therefore we need a revenue by staff report to see how much each staff contributed to the company and what are their expenses to be able to quickly work out their salaries. This feature is available in Freshbooks however they are missing some other features that we could find in Zoho. We want to sign up to one of these services but still deciding which one to use. We like ZohoBank statement import and reconcile
I like the automated process and ease of sending an invoice out, could you look at reading a bank statement (csv), import it then automatically match the payment to the client. I see that xero do this very well. This would almost automate the whole process of the input/output flow. Many thanks[PROBLEM] Payment Option / Method accidentally deleted - how to recover?
Hi, When recording payments in Zoho Invoice, we often use the option 'bank transfer'. But now I somehow clicked on the 'bin icon' next to the payment option 'bank transfer'. (see attachment) This option is now deleted and I can't find a way to get it back. Please advice.Payment Mode: Paypal option gone?
Hi, I'm marking a few invoices as paid, but it seems the Paypal option has been removed? It has always been there and I haven't changed any settings. How can I input that it has been payed via Paypal? (other than in the Notes section) ThanksZoho Invoice for iPhone/iPod/iPad...
Any plans on launching an iPhone/iPod/iPad app for Zoho Invoice?Field Mapping between Zoho Invoice and CRM
Question regarding Zoho Invoice / CRM Field Mapping. Currently have my Zoho Invoice set so that it syncs both ways with Zoho CRM. The challenge that I am having is when an estimate is automatically created in Zoho CRM, the fields that is utilizing to create the estimate are not mapped correctly. For example.. The potential name in the CRM is mapped to the Product name in Invoice. As a results.. I would like to add and change how the fields are mapped from Zoho Invoice to Zoho CRM. I have attemptedJoin us at Zoholics - Finance & HR User Conference
Hello, I have some special news to share with you. We are organizing our very first Zoholics for Finance and HR applications at Zoho headquarters on 06-07th November in Pleasanton , CA. The agenda is simple: help you master Zoho Invoice and get the most out of it for your business. I also have some exciting news to share with you regarding the new products that we’re building. To know more, here's the agenda: https :// www .zoho.com/ zoholics /finance-hr. html In the past 6 years, we'veHow to add time period in recurring invoice?
Is there a way to automatically add a time period in the line item on my invoice so the customer knows the invoice, for instance, is for last month? Example... I send a monthly recurring invoice to my client on the 1st of every month for services rendered the past month. So on Oct 1 2014 I am billing them for Sept 2014. How can I indicate this dynamically in the line item? ThanksHow are you managing recurring payments without auto-billing?
I'm a brand new member and read enough to understand there is no support for auto billing. My question is to anyone who works through this, how are you doing it? I charge customers $100 per month and I can set this up through MerchantOne (Not a supported gateway). So I send customers an invoice automatically, then MerchantOne automatically debits their card, then what? I also have Google Checkout but they don't support recurring payments without the API. Do I just tell customers "You'll get invoicesRecurring Invoices and AutoBilling
Hi there, I have several subscription based invoices. I would like to automatically generate and invoice and bill my customers to their credit cards. Is it possible to do this somehow?Automatic Payments for Recurring Invoices
Hello! I have been using the Recurring Invoices for quite some time now, and I love them. However, I was curious if there is a way to have automatic credit card payments for some of my recurring invoices, as several of my customers have been requesting that. I am open to any credit card processing company. Thanks in advance.Italian Invoice: How to put 2 "total" fields one with tax the other without
Good motning i m looking for help to make invoices following italian law requirements. All i need is 2 field for total one with all vat+cost , the other with vat+cost-prepaid taxe Example with a total of 2000$ will be something like this subtotal: 2000 vat : 440 Total+Vat=2440 PPT: -400 Tota:l 2040 the most important is to show the 2 field of total+vat 2440 and final total 2040 is that possibile? if yes can someone tell me how? thanks very muchVAT tax code defaulted for items in invoice
Hello, Is it possible to have VAT tax codes defaulted for certain project task line items when creating invoices? Example; we always have to calculate 19% for all our items in invoices, so we created the tax code for 19%. When creating invoices, we have to set this tax code manually for all project task line items (the default is 0%). This also has the risk of erronuously creating invoices with 0% tax for line items, where it should be 19%... Thank you in advance, Regards, JeroenAttention AOL users!
Hello Zoho Invoice users, Recently AOL has made some changes to their security policy. As part of this change, any emails sent from Zoho Invoice using a AOL email address will get undelivered. If you are using a AOL email address as your Primary email address then we request you to change the AOL email to some other email address other than AOL so that you will be able to send emails to your clients successfully. You can go to Organization Profile under Settings to change your primary email addressAutomatic Payments
I have been using the automatic recurring invoices for quite some time, and I'm quite pleased with it. Several of my customers wish for me to automatically bill their credit card each month. Is there a way to do this in Zoho Invoice?ARB (Automatic Recurring Billing) with Authorize.net?
I think I read somewhere that Zoho invoice supports automatic recurring billing. Is this true? How do I set it up. This obviously differs from recurring invoice. How do I utilize Authorize.net ARB feature in conjunction with recurring billing? Thanks!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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