Export Records is gone
Hello, For some reason it looks like the export records functionality no longer exists in Zoho Invoice. I used to be able to go to settings -> export and export our records. We use this weekly to generate our subscriber list for our newspaper. We are also unable to import records. Thanks!Change CRM Account you are integrated with
Hello, Is it possible to change the crm account you're integrated with for Zoho Invoice? I created a test account for the integration, just to make sure it works, now I want to hook it up to my production account. It looks like I'm unable to do that. Thanks!Copy customized templates to new organization?
I've added a new organization, it's just like the old organization but a new name and location. I would like to copy my templates and email responses from the old organization to the new one (both will remain operational). I would prefer NOT to have to recreate it all in the new organization. Is that possible?Timer in iOS mobile app resets when task switching
Has anyone else experienced the timer in the Zoho Invoice iOS mobile app (used for time tracking) automatically resetting to 0.00 if you switch to a different app on your phone and then come back into the Zoho app? I understand Zoho is working on upgrading their Time Tracking, but I'm not sure if/when that will occur.Can I Email a Copy of Invoice or Estimate to a Staff Person
I am wondering if I can send a copy of an invoice to a specific staff person without having to add them to a client's profile... and without sending them to the client. We meet several of our clients in person to pick up payment and it would be nice to present them with an invoice, but my salesperson is not very computer savvy. Thanks in advance for any help!Timezone is stuck on -08:00
Hello everyone, my timezone is stuck on -08:00 and it cant be changed. i tried to change it from the zoho account and sign out then sign in again but it was the same.Invoicing for subsidiaries in differenr countries from 1 common Zoho account
We have 3 subsidiaries in 3 different countries, each of whom have a different address. We would like to be able to issue and track all invoices issued from the 3 subsidiaries from one Zoho invoice account. Is that possible?Start-up Entrepreneur Subscription
Hi Guys, I've recently just started up a very small computer business with little to no customers currently. Which means at this stage I will never need anywhere near 500 customers. I really love Zoho Invoicing as it's a very simple program to use but I find that I don't think I'll be able to afford $15p/m for the first plan. As well as saying that five customers is definitely not enough when expense customers are included also. If there was a plan created with up to 100 customers / 1 user for $5p/miOS Mobile APP: Unable to search items
Hi all, I recently updated a number of our employees to the newest Zoho invoice on iOS and have an issue. When adding an item on an invoice/estimate it brings up the list of available items and I can scroll through to select. I cant seem to find the search option that used to be there. We have several hundred items in our list so scrolling through them would take way too long. Am I missing the button somewhere, or was it removed? Thank you.Synching existing Zoho Invoice Customers with Zoho CRM
Hello, I am currently using Zoho Invoice and would like to begin using Zoho CRM. Based off the following document, it looks like the updated integration is only from Zoho CRM -> Zoho Invoice and not vice versa: https://www.zoho.com/invoice/help/integration/zoho-invoice-zoho-crm-integration.html That being said, how can I setup Zoho CRM to show the invoices of my customers in Zoho Invoice? Would I: Export all of the contacts in Zoho Invoice Import them into Zoho CRM Synch them from Zoho CRM -> Zohologo quality
I'm seeking assistance on Zoho Invoice for the Header Background image quality. I can not find any filetype, size or image setting that will give my uploaded background image a quality appearance. Please see attached sample invoice here. When exported to pdf and printed, the worst looking part of my invoice is my company logo. Not something I can send to clients and feel good about. Can someone from Zoho tell me what the optimum settings are, in real terms. I've read a lot of posts here whereLine breaks in Timesheet notes
Is there a way to add a line break in the Timesheet's Log's notes? I have multiple items I had to add in the notes so that when I run a report and generate a PDF all line items are printed in separate lines instead of jumbled up in one line.Introducing Price Lists in Zoho Invoice
We've introduced Price lists in Zoho Invoice. Price lists allows you to maintain a customized set of rates against the standard rates you maintain for your items. Price lists can be created in any currency. If you create it in your base currency, you can associate it with customers from other countries too. You can choose to mark up or mark down rates (percentage), or enter custom rates for all your items. With Price lists, you can define and maintain custom rates for all your customers. Be it theDisable the zoho invoice integration with the google apps mail
GMail gadgets for Zoho Invoice will be automatically enabled for the users who installed Zoho Invoice from Google Apps Marketplace. However, if you do not wish to see the gadget in (footer) your Gmail account, then you can disable the app for the user. Once the app is disabled for the user, the users will not be able to access the Zoho Invoice account under the universal navigation bar 'More'. Please refer the image below: To access Zoho Invoice account, the users need to get into the loginZoho Invoicing
Hello, I wonder if you can help me please. We are looking to see if we can have the Zoho CRM perform Invoicing in the following way... 1. We have a client we log as a Lead. 2. We convert that lead and it adds as a contact. 3. We select the contact and create a sales order. 4. Once all agreed we then convert that sales order to an Invoice. Which also creates an account for this client. Here is what we are looking for... We take stage payments for the job. Is there a way for us to raise an invoiceConditional Logic
Hi, Saw other posts but they all seem to be old. Has conditional logic been added to Invoice templates, or any of the templates for that matter? I'd like to display certain fields, based on other field criteria. Thanks!Signing up for Zoho Invoice - email
I am a zoho mail user and I want to sign up for Zoho Invoice. When I attempt to sign up using my zoho email xxx@zyzcompany.com I see this message: Email address already exist....... Yes it exists, because I set it up using Zoho...it is my company email and I want to use it in Zoho Invoice... I was thinking of a paid account but if Zoho can't fix this then I will go to competitive product...How to insert Estimate based on a particular customer in zoho invoice using php curl?
Hi, How to insert estimate based on a particular customer in zoho invoice using php.Also how to fetch the customers from zoho invoice api? Thanks,Amount of Customers - Free plan
If a person is using the free account, it's only 5 customers but does this mean 5 customers ever or 5 active customers at any one time?Webinar - Introducing Auto Charge feature in Zoho Invoice
Hi Everyone, We've introduced Auto Charge feature in Zoho Invoice. What is it all about it? This feature lets you automatically charge your customer's credit card for recurring invoice payments. In case of failed payments, Zoho Invoice reattempts to process it after a few days (set by you). To help you understand it better, we'll be conducting a demo on the Auto charge feature in Zoho Invoice on the 3rd of September. Join us for the free webinar and learn how to: 1. Set up recurring invoices 2. SetInvoice and Quote Templates with Header and Footer
Would be great if you could define a Header and Footer for each template or a section where we can define which should be on each page and which parts shouldn't break through pages ... ;)Zoho Invoice not loading
Hi I log in and I get past the 'wait while we work our magic' bit then the application starts looping through the loading sequence. Please help I need access to my account urgently. Many thanks JustynCan I send an automated paypal subscription using Zoho invoice?
Hi, I have been trying to find the answer to this but nothing seems to be written down about it in a step by step instuction.We have a web based directory and charge an annual fee to customers of £195 plus VAT. I need to know if Zoho invoice can do the following: 1. We'd like to set up an invoice using PayPal as the payment merchant and automatically have this as a recurring annual subscription amount that is collected form the client automatically each year. 2. We would also like to issue invoicesSeriously: Auto Billing promised since 2010
Hello Zoho Team, I like Zoho a lot, but the lack of the auto billing feature already caused us big losses as customers can simply decide to "not pay". Unfortunately, searching forum archives on this topic is frustrating. The Auto Billing was considered by you one of the most awaited features from your users, and since 2010 your only replies were like "We are yet to implement", "sorry to disappoint", "we will release it soon", etc... Now, please do not reply me you're sorry to disappoint. Do not tellInvoice to set up recurring billing (not recurring invoicing) with one online payment to PayPal PayFlow Pro
Is it possible for an invoice to include an online payment link for recurring credit card payments? I have a PayPal PayFlow Pro account with recurring billing. I'd like to provide a link for individuals to set up their recurring billing payments. I only want to invoice them once and have PayPal debit their credit cards on a recurring basis. Is this something I can do with Zoho Invoices?Add options to saving invoices
A lot of invoices I create I manually print out immediately after I create it. When I create an invoice, the only option I have is to create a draft, or send a pdf in an email. I have to go to the email option, go back to the invoice list, find the invoice, and then generate a pdf. It's a minor annoyance, but it would be nice if I could just immediately generate a pdf when I create the invoice, rather than being forced to email. Thanks!Option to adjust how a business address is displayed
Would it be possible to add an option to re-arrange the way the address fields are displayed on invoices? The way it currently displays is: Acme Company Corp 1234 Street Lane City 123456 State In Canada, we display as follow: Acme Company Corp 1234 Street Lane City, State 123456 I've had a few comments from my customers that I should change this, but without manually changing a PDF file I can't.Why are invoices that are "Void" showing a balance?
Hello, I have a number of invoices that were incorrectly sent and we are marking them as "Void" - however, when I go to my open invoices they still show a balance? Is this how it is meant to work? What is the best way to handle invoices that were incorrectly sent?Getting Customer by Search String from Invoice
This doesnt work all times for me... For a few people it doesn't seem to return results. I am searching by first and last name. It works for most, but I can't seem to figure out what the specifics of the cases where it isn't working are. Can y'all posit a reason as to why get customer search may not work sometimes?Set Default field values for Payments Received
Hello, Is there anyway to set what the default values are when we receive payments? 9 times out of 10 our payments are sent in by check - is there anyway to make that the default value? We process hundreds of payments so it'll be a time saver. I know this functionality exists on Zoho CRM, I just want to see if it's possible to bring to Zoho InvoiceNot shown Tax Name and value on Pop up when click on item Tax to applied Tax in Edit or Mapping any Sales Order to Invoice
Dear Technical Team, I am just writing you about Invoice and Sales Order in edit or Mapping modes problem. When I am going to create a Sales Order then I can apply tax and view these taxes on popup but when going to Edit existing Sales order then I am not getting that applied taxes on pop up but its value shown in page also means below item details. Same thing happening with Invoice when I m going to mapping any sale order then it arise. Please solve it as soonPrice Books in invoices based on another field?
I am trying to help out a client with a ZOHO invoice need. They have 1 price book now and when they select ZOHO invoice from the Customer in the CRM to create an invoice they have the item details linked as a lookup field to that Price Book. What they want however is to have several price books with each connected to a property. So if I am invoicing a customer at The Oaks property I see only The Oaks price book when I select the item details for the invoice. When I invoice someone at Windermerezoho invoice for windows phone users?
I reckon they could bring zoho invoice App for windows phone users as well. As it makes it lot easier to work with.Zoho Invoice & Zoho Reports
Is there anyway to automatically pull data from Zoho Invoice to Zoho Reports? I'd love to be able to schedule a weekly custom report that gets emailed to a distribution list. I know Zoho CRM is connected, is there a relatively easy way to connect Zoho Invoice?sending letters during few hours
Hello! I noticed that the emails with invoices and "payment thank you" sent to the customer for a very long time - the delay can be 3-4 hours. I know when the letters come because put checkbox "send me a copy." Tell me, please, what it can be connected with? may be the reason is the difference in hours or another, or what the another reason? thanks in advanceURL Too large
Hi, I'm trying to create an invoice via the API and I'm getting an error that the URL is too large - which makes sense since URLs have length limitations. Can I send the JSONString at the POST body where there are no limitations? Putting it on the url makes it impossible for create invoices with more than a couple of items. Please advise. Thanks, JohnPlaceholder for Job Title?
Is there a way create a placeholder for a job title? I used to do my own invoices but now I've hired an Office Manager. Although when my Office Manager is out of the office I'll have to do my own invoices and would hate to keep changing the Job Title on the signatures all the time.Draft invoices...How client could have seen it?
Dear Support: As long as I know, at client portal just appears sent invoices... How client could have seen a draft invoice as show on attached image? Regards, Mauricio.Purchase Order in recurring invoice
How do I add a PO# to a recurring invoice?Comments available on mobile app
Hi: We are using Client Portal feature of Zoho Invoice. There our clients made comments on estimates and invoices. We would like to see those comments on the mobile app, since the new interface of Zoho Invoice is not "responsive". Cheers. MauricioNext 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
Most Discussed Topics
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
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
Zoho Books Resources
Zoho Projects Resources
Zoho Orchestly Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Zoho WorkDrive Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho Creator Resources
Zoho CRM Resources
Sticky Posts
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
Top Contributors
SELVAPRIYA V
Peo
NICOLAS SIGOUIN
Vishnu Praneeth
bigmountain