Record expenses while in offline mode
Hi, I am using the Zoho Invoice Android App (and loving it). My main use of the mobile app is Expense recording. Although internet connectivity is increasingly easier to find, there are still those awkward spots where you just can't be online - recording expenses "locally" until network is available and synchronising then would be a great time saver - I'll often record the expense as I pay, but if I had to do it later, it opens an opportunity to forget! Does this make sense?All charges associated with a client on one invoice?? Is this possible
Do I have to send 2 different invoices to a client inorder to charge for time and items? Is there a way to have all unbilled entries whether it is hours or products, accepted estimates etc bill on ONE invoice?upgrade and downgrand auto billing?
If I were to subscribe to authorize.net and use the auto billing, would I be able to upgrade/downgrade my clients billing? For example: My clients have the option to add on services (which bill monthly). A monthly plan for example is $50/month but the client wants to add on an enhancement that is an additional $10 per month = $60/month. Would I be able to append onto an existing subscription (auto bill) - or would my client get multiple billings? I have several add on options and I am trying to justCoupon Codes for online portal?
Hello, Is there anyway to have coupon codes setup for users, so when they log in they can redeem them off their invoice? We'd love to use that as a way to entice people to pay their bills online. Thanks.How to use Invoice and CRM together without importing/exporting contacts?
I'd like what I'm doing in Invoice to be reflected in CRM, at least as far as the customers I've already set up in Invoice. Is there no interconnectivity between the two? Right now I can only see one way to populate CRM with my customers, and that's via export from Invoice and import to CRM. That seems kind of "broken" to me given that Zoho is marketed as a sort of "all in one" suite.New in Zoho Invoice: Expanded List View & Grouping Preferences
We are happy to announce that we have brought back Expanded List View and have grouped the preferences in Zoho Invoice. Expanded List View Now you can find the most important details of the sales transaction details without selecting any particular transaction. At any point of time If you wish to return to the expanded list view from the detailed transaction view, simply click on the 'close' icon placed on top of the detailed transaction view. Grouping Preferences The endless scrolling to configureIntegrate zoho invoice with zoho mail
I would like to be able to send invoices from my Zoho mail. Is this possible?Price book info from CRM to Invoice
Hi Hope someone can help. How do I get the price book info from CRM to Zoho invoice, is there a step by step procedure? Can the price book info be synced?Written off report
Hi there, Please advise how to take written off report in Zoho Invoice (New Version) ?Adding a signature
Hello. We'd like to add an email signature that we can use when we send recurring invoices. Is it possible in Zoho Invoice to create/add another signature?Signature
When i go into invoice, select an invoice, send the invoice via email a default message and a signature we created is already filled in, in the body of the email. I figured it was the "signature" feature under settings. I went to Signature and changed it, saved it then tested it out again by sending an invoice but nothing was changed. Is there another area i have to make these changes. I have tried to google and looked through the site but I'm lost! Help zoho! :)Sending invoice with one broken email-address
hi, have noticed one strange thing I have to send invoices to one my client on 6 email-addresses. I do it through Zoho. One of that email-address sometimes works sometimes - not (sometimes I recieve letter "Undelivered Mail Returned to Sender" ) nevertheless it is important to me to keep it in the recipient. My problem is that when this one e-mail does not work, all other recipients receive not full letter (invoices are in attachment, but the text is not completely). Please tell me why thisAdding Company and contact person's name on invoices
Hi Zoho, I would like to include a contact person's name above their company name/address on invoices (beneath "Bill To:"). Is this possible? I've tried editing the contact's details, however I can only seem to get either the person's name or the company name to display. PS: I love Zoho Invoice – it is by far the best invoicing software I have tried. Thank you.Invoice for Multiple Projects
Is there a way to invoice a client for multiple projects on the same invoice?Adding non-billable time entries
We manage want to be able to manage all of time in Zoho. Is it possible to add non-billable time entries? Or even convert a time entry to billed without actually creating the invoice?Time Tracking time entry time log
Hello, When logging time by start and end time instead of number of hours, is there a way to enter time using A.M. and P.M. instead of a 24 hr clock? Also, I would like for the report to include this start and end time instead of just the number of hours worked. Is there a way to do this? Thanks, TeresaOver payment of Invoice
Hi. I have two customers that I do a lot of work for and are invoiced weekly so there can be a few invoices that need paying. When they pay me it is usaly a round number and will cover more that one invoice, if I enter the whole amount in the oldest invoice will the extra show up on the next invoice. Thanks JesCurrency Format: Add option 1'234'567.89
Hi I would like to have another Currency Format: 1'234'567.89 In Switzerland we use a single quotation mark (not curly) to separate thousands and a dot for the decimals. (see also http://en.wikipedia.org/wiki/Decimal_mark#Examples_of_use) Why don't you just provide a field for the decimal separator and a field for the thousand separator and the users can then choose on their own? Regards JonasHow can I get my timesheet details into a client's portal
My clients would very much like to keep track of my hours on their own through their portal .... is this possible ? or In the works ? Thank you ! BabaOoNeed help in getting the PDF copy of a invoice
I am not able to get the PDF od a invoice in 1 single page. It is breaking up into 2 pagesHow can I make a recurring invoice/receipt that is being paid by a direct Paypal monthly subscription ?
I have clients, which pay me monthly a fixed rate directly via my paypal account. (I'M NOT USING ZOHO for this) Those clients are also being invoiced (some punctual & some recurring) for different other products & services I provide, and Zoho Invoice takes care of all that. But I want these external recurring paiements on paypal to show under my projects, reports and dashboard...Basically I want them to be calculated into Zoho Invoice, so I can balance my projects and know when my clients need toModify Notes when the timer is running
Suggestion. Allow access to the Notes Field on a Timesheet while Timer is running. I use the "Timer" a lot in Invoicing. It helps me keep track accurately and I love it. I'm a contractor. I'll show up on site, start the Timer and I see the animation to the right indicating the clock is running. But, I'd like to be able to add and modify to the Notes field as I complete each indiv task throughout the day. The only way to do that now is to STOP the timer, add or modify Notes, then RESTART theVisibility & Access
Hello, I recently started using Zoho Invoices and have added a few more users to my account. However I noticed that other users under 'Staff Role' can: 1. Delete your account 2. Enable and Disable the ''Two Factor Authorisation'' option 3. Have Visibility of all Expenses 4. Manage the 'Allowed Ip's'' Shouldn't these options be only available to the ADMIN user? I don't feel safe that ' Staff ' users can have access to these options. There must be some way that this can be disabled from them; or ifTravel Expenses- reimbursement by mile
Can Zoho Invoice calculate reimbursements by mile for travel? Is there a way to customize more fields for expenses?duplicate contacts
I just used the import customers from CRM feature. It worked well, except now I have some duplicate contacts (I had previously entered contact info manually). Is there a way to recognize and merge duplicates? - Thanks, Brian http://www.redpelicanmusic.comHow to send invoices with Gmail?
I'm using a basic Gmail account for my business, not a Google App account. I am also utilizing a service that allows me to track email opens and link clicks. It would be very helpful to have an option to send my emails via my Gmail account instead of using the Zoho Invoice interface. Is there currently a "Send with Gmail" option?Json not well formed when creating customer payment.
Hello, I am currently integrating zoho books with woocommerce via the zoho books api and a custom plugin that I am writing in php. I can create a new customer, item and even invoice, but when I make the call to record the customer payment which is defined HERE: I am getting an error that my json is not well formed. I have been struggling for a few days now trying to get this to pass, but so far no luck. I would greatly appreciate it if anyone could tell me what is wrong with my json or point mehow to Change Invoice number format
Hi, I am using ZOHO CRM along with zoho invoice. Once I create a new invoice Zoho automatically introduce an invoice number (like 428036000000612009) which seems too big. I like to make invoice number on small digits like 50550-onward. How can I do that? Thanks, KhanCreate one invoice for multiple projects for the same client in Zoho Invoice.
Hello Zoho Invoice users, Many of you would want to create one invoice for multiple projects recorded in Zoho Invoice for the same client. This forum post will help you with the instructions to create an invoice for several projects recorded in Zoho Invoice. First, you can create projects, create tasks for the projects and record time entries against them. The image below will show one customer having multiple projects in Zoho Invoice: Once you are ready to invoice these projects for the unbilledRetrieving invoice with REST v3 don't exist
Hi, I'm new to zoho API, and I'm developing an application that GETs invoices. I can retrieve invoices through /invoices, but while trying to retrieve the details of one invoice I get the error 1002: Invoice doesn't exist. I'm using this uri: https://invoice.zoho.com/api/v3/invoices/1234500000098765?authtoken=343045xxxxxxxxxxxx&organization_id=xxxxxxx 1234500000098765 is meant to be invoice_id. It exists because I get it with /invoices. So, what I'm doing wrong? ThanksZoho Invoice. Online Payments.
Hello, I want to use online payments for invoices, so I have a few questions about this: 1. Is it possible to make automatic requests from Zoho to our API when customer successfully made his payment? (for tracking purposes in our system) 2. Is it possible to make refunds for online payments? Thank you. Regards John P.nicer looking emails
Please make nicer looking "invoice notification" emails. Thanks, Brian http://www.redpelicanmusic.comIndividual Client Rates
I would like to be able to set a per hour rate for each of my clients - I, like most service providers have no need for products but offer all my services on an hourly basis. A field in each client to establish their hourly rate and being able to bill them accordingly would be great as clients pay different rates for different reasons (i.e for us schools and charities have a discount as do local businesses) - at the moment I have to use the discount option per invoice and have to somehow rememberAttaching Files to Projects
I own a small, private construction business and am using Zoho Invoice to organize and budget my various projects. When I go to a new project sight and discuss various estimates, I write out a basic project invoice and description on paper. I like these because they are quick and I am used to them. In my office, however, I would love to keep them organized electronically. I use them to later build a project in Zoho Invoice. It would be SO nice if once finished, I could simply attach the scanned documentHow to resolve Internal Error 15
Hi There, I've been using the Zoho Invoice API quite happily up until this point using Node.js/Restify for my requests. I'm trying to send the following request to create an estimate and am receiving this in the body of my response. Error : {"code":15,"message":"Internal Error"} Request : URL : https://invoice.zoho.com/api/v3/estimates?authtoken=******&organization_id=****** Post Data : { JSONString: '{"status":"draft","billing_address":{"address":"123 Fake St.","city":"Fake Town","zip":"12345","state":"Fakesend via fax or export with fax cover
Sometimes my client do not use email as the communication. They prefer to use traditional fax. It will be great if inovice can be sent via built-in efax. Or, the invoice can be exported as pdf together with a fax cover which include the email template. So that I can use my own efax and then send the invoice to my client.Why does the PDF version of my invoice (custom template) look COMPLETELY DIFFERENT than the preview?
The invoice that displays on screen, right before I click SEND, is beautiful. The invoice that gets converted into PDF or emailed via the Send button -- much more simple. Could it have something to do with the fact that I created custom HTML templates? Why doesn't that show up as the preview, though?amount of invoice changed to 0 in paypal...
Hello, I'm not sure if is Zoho or PayPal but: - clients click on Pay now button (to pay with PayPal) - in PayPal, the amount for the invoice is 0 - if they try to insert manual the amount, PayPal do the conversion in US (my currency is Canadian dollar) Do you have any clue why? Thank you,Recurrent billing date placeholder
Hi! I would like to use recurrent billing. But, each month, I need to write, in the description of the item, the date of the period for the billing, in French. Ex: Monthly subscription - du 1er juin 2014 au 30 juin 2014 Is there way to use dates placeholders in Zoho Invoice, such as: Monthly subscription - du %From% au %To% ? Thank you,Sinchronizing Budgets and Products with CRM
I have som budgets and products created in CRM. Can I sinchronize CRM and Invoice, or do I have to export/import it manually? TksNext 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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