uploading photo of receipt on i phone app
When I try to save a photo of receipt to an expense on the i phone app the pic is not saving. Can anyone help?Expense not in Price List
Hi, Great that I can add unbilled expenses when I invoice my customer. However, for a customer using a custom price list, Zoho Invoice tells me that "Automobile Expense is not in the price list PriceListUSA. Please enter the item rate manually.. This does not make sense when I have a specific expense such as "Gas $33" with a specific amount already attached to it. What do I do? Many thanksHow to export multiple PDF files to Google drive?
Can you please advise how you can upload mulitple PDF files to Google drive at once? Thank you. JenOutgoing Email Sender Name
Hi, Not sure if this is a feature already that I'm just not seeing or if anyone has already requested it.. We have our sender email set as billing@company.com... The problem is that the Sender Name is not being set as our Company name but instead showing up in Gmail and our client email clients as simply "billing" Any way to provide a field to enter a customer Sender Name - Would love to be able to have emails show up as Company Billing or Company Accounting Thanks! Mitul GandhiItem List per Client
I am wondering if there is a way for me to create an Item List per Customer. For example, If I select Customer 1, I only want to see Items associated with Customer 1. If I select Customer 2, I only want to see Items associated with Customer 2, so on and so forth. Currently, I am only able to view All Items. I hope I am being clear in my explanation.Invoice Custom Total
Hello, I want to change columns Rate and Discount in the Invoice template and set it with custom data (charges and fees). For this purposes I want to disable total calculation due to it spesific in my service. So, 1. Is it possible to disable total calculation in Zoho Invoice? 2. If yes, it is possible to set it manually via REST API? Thank you Sorry for bad englishImporting Invoices
Hi, I am importing invoices from a CSV file and have a couple of questions: Am I able to determine the email template the invoice should use as I have two based upon how they pay? When importing can the invoices be automatically emailed once imported? If not, there is a problem when trying to send more than one invoice as the system say "...experiencing a roadblock" and invoices were not emailed...." - this happens everytime.. Regards ChrisAdd customers in API v3
Hello, Does API v3 has methods to add and edit customers? (I'm using Zoho Invoice) I found only for an old API that didn't work for me https://www.zoho.com/invoice/api/customers/customers.html#how-do-i-add-a-customer? Thank you!Can I set timesheet log entry as billed?
Hi, Thanks for Zoho Invoice - really sweet app, a joy to use. Is there a way to mark a timesheet log entry as "billed"? I started a new project about a month ago, and used Zoho for invoicing. Now that I see Zoho does timesheets as well, I'd like to move all my timesheets into Zoho. But when I add all my time logs for the last month, the log entries as say "unbilled", even though I've already invoiced the client through Zoho. Is there a way to tell Zoho, "Hey, these timesheet log entries are alreadyZoho Invoice's integration with Zoho CRM, an update
Here's a heads up on the scheduled revamp of the integration between Zoho Invoice and Zoho CRM. We are listing down a list of inclusions that you'll see for sure. a. We will be supporting the option to importing "Contacts". With the present level of integration you'll be able to import only the "Accounts" and the contacts associated with them. The new integration will let you import independent contacts who aren't associated with an Account. This is a shift from invoicing only from B2B to invoicingPoor wording in portal welcome message
Is it just me, or is the word "you" missing from your portal welcome pop-up message? We're excited to see here at the portal. Here you can find all your transactions associated with ********************. You can access this portal at anytime and keep track of all your payment details. Can I suggest something simple like "Welcome to the client portal. Here you can find all..." Some things just sound more natural than others.Service date column?
Is there a template or another way to display a service date in its own column? I'm having to enter both the service date and item in the same line, which is cumbersome. Thank you in advance!Zoho Invoice Serial Number Issue
I am facing a serial number sequence issue. i am not able to change it back to 001 for a new financial year. but is asks that is already exist in the system and tells me to rename it. need help urgently. I thought it would have done it automatically after year ending.About HTML customize with Estimate and Credit Note
Hi there, I am new here and I want to ask you guys something. I have been able to make a Custom Template for my Invoice with my own HTML formatting etc., but when I turn to the Estimate and the Credit Note; sounds like I don't have that option of custom HTML. Am I right about this, or is this function hidden somewhere I don't know ? I think that if the invoice have this feature than other documents should have it too, because most of us need the documents in the same style and format; like brandingPaypal Payments with credit card and without registering an account.
Hi. I have configured Zoho Invoice with Paypal Standard as the online payment gateway. I don't want that my customers already have a Paypal account, I just want them to pay entering only their credit card number. My problem is that they get redirected to a Paypal page with two options (see attached picture).: - login with existing paypal account ("¿Tiene una cuenta Paypal?" - in the picture) - create a new one ("Abra una cuenta Paypal" - in the picture) How can I show payment via credit cardNew Interface How to Combine Multiple Expenses into One Invoice..
I'm missing something basic here. From the Expenses area, how to you create one invoice from multiple expenses? Is there a manual for the new interface? I'm finding it very confusing compared to the old one. Thanks.error on sending invoice - online payment gateway not set up
Hi, I am receiving a notification when trying to send an invoice that online payment gateway is not set up. I don't want to use an online payment gateway. What can I do?Sending invoice by email with a link to paypal - using API programatically
I am using the API to generate invoice and the invoice has to be send by eMail, If i use the console the email goes with this body The invoice INV-000008 is attached with this email. You can choose the easy way out and pay online for this invoice. Here's an overview of the invoice for your reference. Invoice Overview: Invoice # : INV-000008 Date : 21 Feb 2014 Amount : $1.00 But when i use the API https://invoice.zoho.com/api/invoices/send The email sent with a PDF and it does not have any meansNew interface - Convert to open
Hello, When creating an invoice, it is always done as a Draft. In the old interface, there was an option to convert it to "Open". I can't find this option any more in the new interface. The only way is to Record a payment, but if we didn't receive any payment, this is not an option. As long as the invoice is a Draft, it doesn't show as overdue, even if the payment date has passed. This is really annoying as I like the new interface, but I constantly have to switch to the old interface to change theNotification when we add a comment
Hi: We are using Client Portal feature of Zoho Invoice. There our clients made comments on estimates and invoices, and we get an email notification. But, when we make a comment in Zoho Invoice new interface we just have a "Do you want to show on the customer self-service portal?" checkbox and the client do not receive a email notification. Is there a chance to include an email notification to clients when we add comments, as we received theirs? Cheers. MauricioSearching using customer notes under invoices (advance search tab)
Hello, In the previous version of advance search I was able to search invoices using customer notes keywords. However, after some recent updates on Zoho invoice I am unable to do the same as customer notes have disappeared from advance search of invoices. Please provide a solution asap.Edit my address on an Invoice
Hi, I would like to conceal my street address form an invoice before I send it to a client. I would not feel comfortable with this person knowing where I live. Can this be edited somehow?How do I associate more than one payment mode to an invoice?
Hi, i need to associate more than one payment term to an invoice. For example: for the invoice nr. 5 i need to associate 3 payments terms in advance 30/60/90 days. How i can do this? Thank you in advance FilippoAutobilling stopped working from around April 10
Hi Zoho, Thank you very much for a quite OK invoice service. I have regular customers who I automatically bill on the 10th of every month. Autobilling has worked fine until April 10. From April 10, the autobilling function stopped working. The error message says something like "The following place holder could not be inserted, and thats why the invoice was not sent out" %CompanyStreetAddress2% Checking my invoice template through the old UI, the selected place holders that I use in the templateAvoid Export/Import functionality for non Admin users
Is there a way to avoid exporting/importing entities for non-admin users?Upload logo into invoice in free version?
Is that possible? I can only seem to upload a background image. Clear steps would be helpful! Thanks MegConverting a Case to an invoice
Is there a way to attach a case or convert a case to an invoice? We always diagnose the problem before we create an invoice. The details of the case need to be included on the invoice. Any suggestions?Count of email addresses
Hi! Tell me please is it possible to increase the maximum number of contact persons that can be added in contact details at least until 15. The matter is that I have one customer which has several departments. One type of invoices I must send to one department, another type - to another department and so on. I need to add a little more contact persons to consider all. I don't want to create a new customer because I need to see total balance. Thank you in advance for the answer.Mailchimp,woocommerce and email before download plugin integration with Zoho Invoice - can it be done?
Can zoho invoice be configured and integrate with wordpress, mailchimp with woocommerce and 'email before download' plugin?Delete Online Payments from Invoice
I need to delete Online Payments from invoice ! We are from Argentina and none of those companies operates in Argentina. Also it does not allows me to send an email if Online Payment is not configured !!After an Invoice PAID how can print a RECEIPT of this transaction?
After an Invoice get PAID how can print a RECEIPT of this transaction?Payment Mode: Paypal option gone?
Sorry if this is a double post. Seems my last post didn't make it... I'm marking a few invoices as paid, but Paypal is no longer a choice. I haven't changed anything in my settings. Was this done intentionally or is there some bug? All of my customers use Paypal to pay me, so there's no option for me to choose at the moment. ThanksAttaching multiple documents to an invocie or quote
I have a client interested in quoting, and invoicing. Presently when they send a quote or an invoice they add pages to the invoice. Pages are: Invoice Product Sheet Terms and Conditions Line Card They use PDF Fill to combine them into one pdf file. So when an email is sent out there are not multiple files but one file with all the relevant pages in it. It can be 4 pages to 9 pages depending on what is ordered. Is there a way to create an invoice template that will allow the user to combine additionalAddress Formats bug
Hello: I want to report a problem. I want to change Address Format of Organization using preference settings, as seen below: If I click on Edit customer format, I can see the Placeholders. But, if I click on Edit Organization format, the box is empty. So, I insert a Placeholder, just to test... And what I get... customer address updated.Search Customers by Email
I'm using the API on to to link customers to their respective companies after registering on our company website. To make it easier for the customer I'm linking them to their CompanyID based on the customer's verified email. Currently, the API only supports searching the customer list for "Customer Name" and "Customer Notes". In order to circumvent this, I've had to paste the customer's email(s) into the note fields and search them for emails. It would be easier and more logical if we could searchI cannot find your invoices or bills (that is, my payments to Zoho service)
I cannot find invoices or bills for my payments to Zoho services :(+++123/1234/12345+++
Hi, I use "ZOHO invoice" for 3 years, with the French mode. I want to automate a structured payment communication(+++123/1234/12345+++) in the invoice !. Can you help me? Thank you.Japanese Date format with new UI has major flaws and needs improvements
Hi, I am a paying zoho user since three years. Based upon scary experience until now, how zoho has suddenly implemented new features where the result have been turned to the worse for us users, I have by purpose waited quite long before I switched to the new UI. Overall, the new UI looks promising and good, and I think it can be useful after further development by zoho. However, the new UI does not handle date format very well. Therefore I need to switch back to the old UI. All my customers are japanese,Export Zoho invoice
Hi, I need to export my invoices from Zoho invoice. I cannot export more than 10 000 records (detailles invoices). What can I do to export them all ? I just need the balance (10 000 records) and I don't need the detailed view (70 000 records) . Thanks for your assistance, Fred,Exporting - add a date range
It would be helpful if your export functions allowed the entry of a from/to date range. We import 800+ invoices a month and 1000+ payments - exporting the entire list each month is getting....large. Hopefully, we won't hit a limit anytime soon - but the ability to specify the date range would be helpful. I also looked at retrieving this via the API. It seems to support a single date (invoice or due), but not a range and the payments and credits API appears limited solely to a specific invoice, WhatNext 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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