Payment Reminders based on invoice sent date?
The automatic email reminding customers is a great feature. Can it be based on the date the original invoice was sent instead of the date the invoice was created? When I do work for a client I create an invoice but I usually wait a few days or even a week or two before sending the invoice. It is common for the customer to request small changes to the project that I want to capture on the invoice.How to work with Invoice API create a customer payment?
I am trying to cal an API to create a customer Payment. My Code is <%{ authToken = "<myauthtoken>"; invoiceMap = { "invoice_id" : "489509000000031013", "amount_applied" : "10100", "tax_amount_withheld" : "" }; baseUrl = "https://invoice.zoho.com/api/v3/customerpayments"; jsonMap = { "customer_id" : "489509000000030001", "invoices" : "[" + invoiceMap + "]", "payment_mode" : "Cash", "description" : "", "date" : "2014-03-27", "exchange_rate" : 1, "amount" : "10100", "bank_charges" :Ability for customers to view invoice and status online
I like just about everything on Zoho Invoice, except there's no ability that I can see for a customer to view the invoice online and see the status (sent/awaiting payment, paid, overdue, etc).Zoho Dashboard is Down 10:35 EST - Anyone Else?
Anyone else? 3 browsers: Chrome/Firefox/Safari. Suddenly, all show blank screen for: https://invoice.zoho.com/app#/home/dashboard Culprits? .js ? .css? https://css.zohostatic.com/invoice/Feb_19_2014_4_17642/zbooks/assets/styles/app.css ??? https://js.zohostatic.com/invoice/Feb_19_2014_4_17642/zbooks/assets/vendor.min.js ??Dashboard settings
Is there a setting so when viewing the dashboard I can view sales and receipts for the current calendar year? Currently by default it shows the past 12 months. I would like to be able to see just the sales and receipts just for 2014 YTD.Stange line with "Minimalist" template
Hello, I'm using the "Minimalist" template for my invoices and it works well when creating and in preview. Although in the pdf and in the print preview I can see an additional row after the only item inserted with a 0 in the rate column. Is this a bug?Print Remark on a new page
Hi Is there a way to print the Remark on a new page, i can have long remarks and i do not want to have it separated on two pages. RegardsCan't see all unpaid invoises in "invoice payment"
Hi! I have one inconvenience in using zoho invoices. I have one customer with a lot of counts of unpaid invoices (at this moment he has 109 unpaid invoices). When this customer pay for his overdue invoices I go (in new version of the site) to Contacts->choose him-> new transaction -> invoice payment. On this page of the site I see his unpaid invoices. But inconvenience is that I can't see ALL his unpaid invoices (at this moment I see only 99 unpaid invoices instead 109). Also I can't sort the listPayment Option. Need to select every time.
When creating an Invoice I need to select the "payment option" every time for some Customers. For others it remembers the payment option (Braintree). Is there a way that once a Customer has been Invoiced that it remembers the "payment option"? For some Customers it remembers "braintree" and for others I need to select braintree every time I create an Invoice.Change Currencies disabled, for imported CRM accounts?
Hi, I have accounts that i have imported from CRM, now i want to change the currency to USD or AUS. However, I can not seem to be able to do this! can you please advise as this is a big problem! The issue, I can not specify the Currency in the CRM, as such I have no way of telling invoice that this client should be using USD $ or AUS $ etc.... AbsRe: online payments
Hello, I had a complaint from a client. The invoices sent to him contain wrong link to online payments. The link is to client portal, not to paypal page for the payment. Please note that portal client is not active for the client.Is there a way to view the frequency, last invoice date, and next invoice date all in the same location like in the older version of Zoho Invoice?
Above is the screenshot of what I am talking about. In the new version of Zoho Invoice, you can't view all these things in the same location. Do you know where I can view all these things in a list like the old Zoho Invoice?Z invoice password
Can Zoho invoice be setup with its own password independent of the main zoho account (to keep unwanted hands out of our CRM, email and such). Greg Aanes 2109 Queen Street Bellingha WA USAAuto Fill for Contacts and Shipping info
In the Old version when entering a new Customer there would be auto fill options for Fields: City, State, Ect. In the new version I am not seeing this. Also can you please add a way to save Ship To addresses? I have 1000+ Customers that when I create an Invoice I have to re-enter the Ship To every time because it changes frequently. It will only remember the "default" or the last Ship To address used. I would like to have a drop down box of all the Previously used Ship to Address for that Customeremail "Payment Thank-You"
Hi, help me, please. I can't sent email "Payment Thank-You". Going to "contacts"->choosing customer->"new transaction" -> invoice payment, fill the payment recieved i see "Email To" and e-mail adresses with checkboxes. I choose e-mails, including my e-mail, but I don't recieve nothing, and I presume that others too. Please tell what is the reasonZoho Invoice and Paypal Subscription Payments
Hello all, So I've tried looking around the forum and haven't found an answer yet. My question is this: Can zoho invoice be configured to set up paypal subscription payments? I do love the auto-billing feature and it's a good feature. However, I really want to make the payment process as automated as possible and make it void of any manual intervention by either myself or my clients. If it is possible, how do I configure that feature? If it's not, is Zoho looking at making that functionality available?Ship to Address created in Estimate does not copy over to the Invoice
When creating an Estimate and adding a Ship To address it will not remember the Ship To address. For example: I create an Estimate (no 01) for a Customer that I use several Ship To addresses. In this case I Ship to 123 West Main Rd. Zoho now remembers this as the Ship to Invoice. Now I create another Estimate (no 02) and the Ship to is now 456 East Main Rd. When I go back to Estimate No 01 and "Convert to Invoice" it uses the LAST Ship To address (456 East Main Rd) not the (123 West Main Rd)."Balance should occur at least once" error when creating new invoices
It appears that Zoho Invoices has problems with the latest dev version of Chrome: Whenever I try to save an estimate it produces the following zen-like error (at the top of the screen): Balance should occur at least once This makes no sense for an estimate. It's probably something wrong with the JavaScript code on the page or a bug in the dev version of Chrome. Either way you should get your devs on it to figure it out before it surprises anyone when the next version of Chrome comes out. OnlyCan't attach a file to invoice
Hi, I'm having a problem attaching a PDF file to an invoice. I use this functionality all the time and normally it works fine. However, today I am getting an error message "Invalid value passed for attachments" after I attach the file and then press "Send". Any help with this is appreciated! Regards, MarkDifference between "net 5" and "net 30" in the field "due date"
Hi! I have some customers with the Payment terms "net 30". Recently have noted that for the field "due date" for this customers fills automaticaly with next logic: date of creation + 29 days. For another side, I also have some customers with the Payment terms "net 5". But for field "due date" for this customers fills automaticaly with another logic: date of creation + 5 days. So, for them I must change "due date" manually. Is it a program error?sending invoice without pdf attachment
Is it possible to send an invoice email but without the default invoice pdf ? I need to send it with my countrys oficial invoice only, wich I attach manually. Thanks for your helphow do i set auto billing ?
i want to add auto billing i working with monthly subscription for example a customer needs to pay me 500$ a month i want to insert his credit card / bank account once and i want it to charge him automatically and send him an email for the payment i also want it to use customer credit notes before the payment , so if i gave the customer 200$ credit note for this month its will only charge him with 300 is it possible ? thanksDeleting an invoice when a credit has been applied to it.
Hello, I'm still testing your Zoho Invoice software. I have ran into the following issue: I've set up a test customer. For which I have opened an invoice and paid the invoice with a credit note for the same customer. Now I want to delete the invoice but I can't. I get the message: "This invoice has credits applied to it. Hence, it cannot be deleted." Next I went to the credit note to delete it but I can't delete it either. I get the message "Credits applied to invoice(s) or refunded cannot be deleted"Adding New Users
When I add new users, they can't see the invoices or contacts or anything that I can see. For one user it has worked. I'm not sure/can't remember what we did differently. What do? Can't remember if it has to do w/ the ZSC key and if so, whose do we use and where do we put it?Missing notes and Terms & Conditions when an estimate get approved
Hi All: I would like to transfer the information from notes and Terms & Conditions of an estimate, to an invoice automatically when the estimates get approved. I made plenty of test and the only informations missing are notes and Terms & Conditions , the rest is working O.K. Thanks.What happened to the Discount column on quotes and invoices?
I can no longer show the discount column on my quotes. How do I enable it? thanksInvoice Templates -- Why can I not see the dropdown menu in the top-right screen of my Edit screen to change invoice templates?
In Edit mode, other users in our department see a dropdown screen in the top-right corner which allows them to change templates for the invoice. On mine, it is blank. The "Edit" row is there at the top, but there is nothing to the right of it all the way over to the right side of the screen. Can someone explain why and how I can remedy this? Thank you.Custom Invoice Template
I am a custom invoice template user and we rely on it on some critical business requirement. I once reported the sometimes the PDF got performance issue and I really appreciate Zoho team is working on it. But I am very disappointed by the solution - disable HTML editor completely. Create User Case would not do it. YOU CANNOT SATISFIED ALL USERS WITH USER CASES !!! How many templates you want to create ?!Automatic billing of overdue invoices only
Is automated recurring billing set up yet? Particularly, all I need is to automate the billing (with authorize.net) of overdue invoices. Ideally, it would only occur after an invoice is 3 days late and the reminders have already been sent. ThanksSeparating daily work
Is there a way to separate the invoice by days? Such as Monday the first line, a description of that days work in the next and the hours and items below that? and so on for the rest of the week?Add expenses to existing invoice
Is there a way to add one or more billable expenses as a line item to an existing invoice, or to add them to an invoice I am creating? Or, alternatively, a way to mark billable expenses as paid without generating an invoice for them? If I have to do domain registration for a client, and pay for hosting, I record these as billable expenses. When it comes time to charge the client for these items + my time, I have to turn both expenses into an invoice and do another another for my time. This is 3 separateInvoice displays wrong headers for item table
Hi, There's an apparent problem with the labels above the items table in Zoho Invoice. I have two different templates for my invoices: one in English (the default one) and one in French. When I go to the templates settings and choose to edit or preview the French template, the labels show up just fine. But when I go to create an invoice with that particular template, the "Item & Description" as well as the "Qty" headers are still in English! I believe this is a new bug because it used to work before.Update ARB CC info with payment form?
Hi, I have ARB subscriptions set up in Auth.net and I have my Silent Post URL set up to add invoices to Zoho Invoice for the appropriate Customers/Contacts. Sometimes subscriptions are declined and Auth.net is notoriously bad at dealing with declined payments. Is there a way I can set up Zoho Invoice payments to collect the new CC information and update the existing ARB subscription CC information with it so that they won't have to pay through Zoho each month? Thanks, GabrielZOHO CRM invoices & ZOHO Invoices- which one?
hi, we have the CRM module and it can send out invoices. So if we sign up for this zoho invoice, how does it reconcile with the crm module... do they invoices have the same invoice #? and how about all our products? how do we load it into the invoice?How and when do customers sync from CRM?
Do I have to manually tel Zoho Invoice to sync with contacts in the CRM? I am trying to programmatically add contacts and create invoices for them using the API but I am running into the problem of a missing customer ID for newly created contacts.Using Contact ID (from CRM) to get Cusotmer ID (from Invoice) isn't working
Am I using the wrong url here? https://invoice.zoho.com/api/v3/contacts/[CONTACTID]/?authtoken=[AUTHTOKEN]&organization_id=[ORGANIZATIONID] I tried doing this with the Customer ID replacing contact ID and of course it works fine.... the problem being I have the contact ID and not the customer ID. I was told I could use the Contact ID to fetch the Customer object with the Invoice API. What do? **Edit: I need to run through a lot of contacts so I need to come up with a way to not use the SEARCH method.Organisation profile
You standard have these boxes in your organisation profile. Your Logo Organization Name Industry Adress Contact Email But in the netherlands it is normal to also add KVK Nummer (Chamber of commerce number) BTW Nummer (Tax Number) IBAN (Account number) BIC Code How can I add these? Since i need them on my invoice..Need programmer to develop a shopping cart with Zoho Invoice
Hello, I need a programmer du develop a plugin for me only to use with my website... Please contact me via skype (marc3k) if you are interest. I’m using Zoho Invoice to send invoice to my client when I do job for them (IT). I recently add a Webhosting product to my product. I want to be able to use Zoho invoice with the webhosting. I when people select their webhosting plan, I want them to be redirect to a web page. On that webpage, their will have to enter all the info for the order. That has toCan I delete all Invoices (and/or Payments)?
I accidentally messed something up with my programmatic approach to adding Invoices and I need to delete them all (but I can't unless I delete each payment individually). There are about 300 Invoices (and payments). Can I delete all payments at once?I have an .osd for an invoice, how do I...
What's the best way for me to do this. Here's what I have been doing. I have an .ods (OpenOffice Document) that's a spreadsheet we use to create an invoice for a potential customer. I have been creating it on my desktop and saving it as a PDF and emailing it to the client. What do you recommend I do to simply and make more professional? As of yet I have not tried "Zoho Invoice", because I already have an invoice. I don't want to have to learn another thing to send invoices. Is that possible?Next 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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