TIPS AND TRICKS #3- Item Header and Bulk Add
When creating a sales invoice, you may want to divide the line items into several groups or categories and send it as a PDF file to customers. By including headers while adding the items to your invoice, you can separate the list of items into as manyTIPS AND TRICKS #2: Report with details on invoices created from Recurring invoices.
If you are a business who bills customers recurrently, you might want to see all the child invoices that are generated for all recurring profiles over a specific period. This simple trick in the Invoice Details Report can help you with that. Here'sError in Create Invocie:Invalid Element product_type
Hi , This IS Rameshbabu i have One Account in Zoho book.I am Using US and Uk Organization .US Organization is working Fine.But Uk OrganizationShowing This Error Error in Create Invocie:Invalid Element product_type. Kindly Help What is Issue.Please give me Reply ASAPEmail Templates Urls/Hyperlinks
I am trying to update my email template when sending out invoices so that there's multiple URL links within the email. I see when sending an email I can insert a URL, but that just adds the url as text and doesn't provide me to name the link, so the emailI don't want my taxes to be inclusive
I am just starting with Zoho Invoice. I add a line item like so... But this is reducing my fee by the taxable amount and I don't want that to happen. I want the total to be 192.67. This seems very basic. I want the line item to be tax exclusive not inclusivePercentage deposit on invoice
I want to make invoices that have a field below subtotal (or anywhere near that) that shows a 25% deposit that needs to be paid. This should be an automatically calculated field (25% of subtotal); retainer invoices don't work because it does not allow to calculate a percentage of the invoice. Is this possible? Another option would be to be able to add the 25% amount in the email and not on the invoice. Key is that it should be calculated, no manual entry.Creating Different Invoice Number Prefix
As a company with multiple products, we differentiate the prefix for each product's invoice. A customer may have multiple products, but we do not send a single invoice. Is it possible to create different templates and assign different prefix values based on the selection?Placeholder for Item
Hi Could someone please advise what the placeholder is for Item on email templates. Thanks!Invoice an upcoming subscription renewal in Advance
How can I auto create and send an invoice for an upcoming subscription renewal in advance. Eg: Subscription stars on 1-Feb-2017, but I would like the invoice to a sent to the customer on 1-Jan-2017. (30 days in advance).Partial Invoice
Is it possible to invoice for a given percentage of an estimate, or estimated item? Preferably different percentages of each estimated line item?Zoho Book Contacts API issue
Hi, I am trying to create contacts through the "https://books.zoho.com/api/v3/contacts" API, I have tried following code but it is always returning invalid auth token, or invalid JSONString or you are not authorized etc. Not sure what is going wrong HereSort Items List in numerical order?
Is there a way to sort the Items list in numerical order rather than alpha? We want to use Zoho Invoice to invoice our HOA members for the Lots they own in our neighborhood. Some members own more than one lot. We've created an items list. The DescriptionHow to change "Estimate" to say "Quote"
I'm trying to change all references of "Estimate" to "Quote" because an Estimate and a Quote are two different things(!) I've so far been able to get close but I can't get a way to change the "Estimate Date" text to say "Quote Date". See here: https://prnt.sc/BK0XQVxYPU03Invoice overdue webhook
My client uses Zoho Invoice to send out invoices to customers. I'm wondering if there's a way that when an invoice becomes overdue in Zoho Invoice that it automatically sends a webhook to an endpoint on their Web App(that i'm building for them) with variousAs Vendor, how to update Invoice with external invoices ?
HI, As a service provider, I've tasks to do, but I'm not invoicing the service. The client has his own invoicing system, making the invoice on my behalf. In Zoho Invoice (and also Books), How would you update the balance, the invoice with these externalInvoice Template
Why is it not possible to use custom invoice templates? The current templates are not adjustable to our needs, even the most simple invoicing solution lets you create your own templates.Lost data
Hello, i seem to have lost a lot of data from my invoices account. Could someone please help me with this?A way to add a checkbox where customer has to agree to terms before accepting an Estimate?
I am looking for a way to have my customers agree to certain terms by reading a short text then clicking a checkbox before they are able to click the Accept button on the estimate. Is this possible to add or put on the road map? I have just integratedInvoice Rounding?
Hi, I have rounding disabled in my preferences but when creating an invoice from a timesheet all time for a task is rounded to the nearest hour. For example, 1 hour 30 minutes is rounded to 2 hours while 1 hour 25 minutes is rounded to 1 hours. How do I disable this so that the exact time on the timesheet is used in the invoice? Thanks.Zoho desk in zoho invoice costumer portal
Hello i want to know if its posible that costumers could create a zoho desk ticket from within the zoho invoice costumer portalHow to remove the zoho ads from invoice footer?
Hi, Is there a way to remove the zoho ads from the footer? It's not very professional towards customers. I assume because zoho invoice is free. But even then, is there a way to remove it somehow? Found some info about the preferences -> branding page.Zoho Invoice for designers
Hello everyone, It is a well-known fact that cash flow can be a real issue for freelancers, if they do not receive timely payments. But, this can largely be avoided if they have an efficient invoicing system. Invoices, payment reminders, and time-trackingSending an automated payment reminder to 2 contacts
Hello, I have a client where 2 people need to be sent an automated payment reminder. How do I do that?What's New this June 2022 in Zoho Invoice?
Hello, everyone! This month, we've introduced a round of updates that will improve your user experience. Read on to see what's new this June in Zoho Invoice. Zoho Invoice Sports a New Look As you might have noticed already, Zoho Invoice has a brand-new lookManage payments effortlessly with Zoho Invoice
Hi everyone, Business owners face many challenges as they grow - managing payments being a significant one. Getting paid on time and keeping track of all the payments is no easy task. On the contrary, Zoho Invoice streamlines the entire payment process.sub items or sub totals
i need to make invoices that show detailed list of items but not individual prices how could i make an item that would group other items, this parent item having as rate the sum of the sub tiems rates ? alternatively without creating a parent items i would like to have a subtotal that would hide the single items indivdual prices ? eg eggs 4 butter 250 g flour 250 g sugar 250 g subtotal ( or parent item) cakeCan I add a column to the estimate and invoice templates?
I would like my estimates and invoices to have columns for: # of pages; pages per hour; estimated hours; rate per hour; total amount. in order to do this, I need to add a column to the template.Zoho + Fundbox: Why, What, and How of Small Business Capital Solutions
In today's world, small businesses have many tools and resources at hand to manage their working capital better. However, despite having these purpose-built solutions, there are times when a small business might run out of cash. Access to timely fundingWhat's New this April 2022 in Zoho Invoice?
Hello, everyone! This month, we've enhanced Zoho Invoice with some useful updates that'll help you get your invoicing done faster. Here's everything that's new: Protect Your Customer Data With ePHI Stay in compliance with HIPAA regulations by markingHow to add COMPANY name of customer to show on Invoice
Currently I can only add billing address of the customer, but it doesn't show their Company name. Can I also show Company?Customised report - payments received but including tax amounts
Hi, I'm looking to create a monthly report that will give me the total of all payments received during that period. The problem is I need it to break down the tax amount and tax type on each payment received. Is there currently anyway of doing this?What's New this May 2022 in Zoho Invoice?
Hello, everyone! Whether it's a new feature or a few tweaks to an existing one, we are always on the lookout to improve your invoicing experience. Here's a run-through of everything that was added to Zoho Invoice in the past month: Display QR Code inset pay terms
I create new invoice, the terms default "due on receipt". How to change the default to Net 30? see the below pic:Get the best of Zoho Invoice and Zoho Mail, together
Hello everyone, Sending invoices and emails has become an indisputable part of running any #SmallBusiness. Zoho Invoice's integration with Zoho Mail lets you access all your email interactions with each customer by linking them directly to the respectivecustom fonts
We just try to create some custom templates and already managed to add some custom images. But another important feature is to add our custom fonts, because they are part of our corporate identity. Is there a chance to include a font file (maybe in css3 style). Do you use a browser engine to render the PDF-Documents? Webkit? Thanks and regards, maxusAm I able to use Zoho Invoice free and Zoho Books free at the same time?
Hi, I initially paid for Zoho Invoice. They then made it possible for me to use the free plan for my clients. I then thought I would upgrade to Zoho Books. Liked using it (although I still can't login to my bank) and started using it. Now that the freeInvoice with separate supplies and services sub totals.
I am a handyman that charges for services or labor and also supplies. I have always thought it would be good to have sub totals of all the labor charges and sub totals of all the supplies and then a grand total. Any suggestions on how to do this....ThankOnline invoice payments via ACH bank transfer!
This is a great feature available in Quickbooks Online. The best thing about it is that they only charge $.50 per transfer! That's inexpensive convenience for you and your customers. How about it?Automatically add tax to invoice?
Hi there, I'm trying Zoho Invoice. It seems pretty functional so far. However, when I create an invoice it doesn't automatically include taxes. I've defined one, and I can select it against a task while creating the invoice but that leaves me open to making mistakes and forgetting to add the tax. Which I'm prone to do. So far I haven't seen a way to define default tax for a customer, project, or task. Is there a way? Thanks, AndrewAnyone familiar with Zoho Invoice as a plugin with Google Workspace?
I'm trying to use Zoho Invoice to send invoices to customers. I am trying to import customers from my contact list from G Suite, but on the Zoho website it will not connect and only will show this error. I do not want to have to manually add dozens ofNext 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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