Only bill for 50% of invoice amount?
I have an Authorize.net gateway and we want to setup fixed billing through Zoho Invoice. The way our billing works is a client pays 50% upfront and 50% at a later date. With the current Authorize.net placeholder the links brings the client to a page where they can't edit the amount they're supposed to pay. I'd like the client to be able to edit the "Pay Amount" line in the Authorize.net payment area. On a side note, I'd also like to change the text that is automatically added to the link of thechange invoice number
Hi. I need to change the invoice number. I'm new at Zoho, but I've already made some invoice, so I have to change the number in order to keep it organice. thanksPayment reminder goes out after recording payment
Hi Found something pretty annoying, I recorded payment on an outstanding invoice but the system still send out a payment reminder after it was closed... this will get my clients upset :-( Anyway to prevent this ? Regards SeanEntering tax on bills
Hi, First of all, is there a forum on the full Zoho Accounting package? I can see only the Invoices forum? Main question: When I record a bill, Zoho doesn't give me the option of "tax included / excluded". Am I missing something? Without this option, I have to do a manual calculation of the tax on the bill amount for those bills that don't specify the tax. This seems a pretty significant oversight. Can somebody put me right on this, or can Zoho tell me when this omission will be put right? Thanks.Zoho CRM to Zoho Invoice
How can I import data I've inputed into Zoho CRM (customer name, address, contact, etc.) into Zoho Invoice information. DavidStripe issues - Australia
Hi Team I have set up a Stripe account in Australia (its in Beta here but works fine). I have entered my Live Secret Key into the required setup field. When I do this, I see that AUD is not listed, only USD CAD EUR and GBP. Now if I create a brand new invoice, I have the ability to select Stripe (the option is enabled, and checked) until I enter a product, (so, until the price field gets populated) at which time the Stripe option gets unchecked and disabled. I presume this to be due to the unsupportedChange Timer-Entries from billable/unbilled to unbillable
Hi How can I change a timer entry from "unbilled" not unbillable? I have a project that I can not charge, but I also dont want to delete the entries. So how can I change the status of these entries? Maybe for the whole project so I dont have to do it for every single entry? ThanksHow do I see which Projects have unbilled time?
How do I see which Projects have unbilled time? ThanksNeed Account # on Estimates and Invoices
I'm using Invoice, not the Creator database Zoho Invoice. Is it just me or does anyone else want to display the customer's Account Number on Estimates and Invoices? When customers call with billing questions, one of the first thing we ask is "What is your account number"? And it would be a lot easier to answer that question if the number was on the invoice. Every invoice I receive in the mail has my Account Number on it. It looks like estimates and invoices are created for Customers, not Accounts.Invoice title
I use a slightly customised invoice template, but can't work out a way of giving an invoice a "job title" box that doesn't then generate a "0.00" currency value. Just for example, I need a title "Confectionery order for March" followed by 6 smarties and 9 mars bars (each at a value). Can I do this?Tweak Tax Report
I just switched to Zoho for Invoice amazing it works great, but the tax report does not work well for cash based accounting. I saw a couple older posts about this, but never really a solution. I would hate to have to export my invoices every month and tweak the data my self to make it work. There has to be a simple solution. Not a deal breaker but annoying.Breakdown report of items by customer of months long project
Just finished a 5 month catering job. Invoicing each week. I want to breakdown the total job by item so I can see how much we charged for meals only. HELP!!!!User who created invoice
Hello Zoho Support Team! We have several users registered in Zoho Invoice Please could you let me know how I can see which user created the invoice? Thanks, AndreyCan we incorporate visa bill pay in Zoho invoice
Can we incorporate visa bill pay in Zoho invoice as in India our clients don't feel comfortable on PayPal or other payment gateways which have not created enough presence . Visa bill pay is one example which most people in India are aware and a trust factor is working . How can this be achieved by your team .%TaxValue% not showing up in custom template
Hi, I have customised a template and it all looks great, except for the %TaxValue% not showing up. I have attached the html that we are using. Cheers, AramGetting Contacts (e.g. Phone number, email address) thru Invoice API
I am a paying customer of Zoho Invoice, and I would to get the Contacts (e.g. Phone number, email addresses) thru Invoice API, how can I do that ? Simon.Persian & Arabic language disapears in PDF export invoice!
Persian & Arabic language disapears in PDF export invoice!Automatically Invoice
Hey i want to order but before a short question. Am selling services like WP-Installation etc. now we need a automatically invoice generator. Is it possible that zoho invoice make automatically an invoice and send that to the customer?Report sales with tax break-up
Hello - I'm trying to generate a sales report with a break up of the sales amount as well as the corresponding VAT. However the sales report includes the tax amount as well. This seems like a very basic sales figure. I can get the figure in the TAX report, but there are some sales which don't have tax (like exports and services) so this wont work for me either. Am I missing something or this is a glaring omission in the product?Splash Screen Keeps Coming Up
The screen saying: Hassle-free Invoicing Stay in love with your work while we make sure you get paid fast and quick. Excellent way to bill clients! Keeps coming up to try to get me to become a customer: but I am already a customer.. Why am I forced to go through the many steps to sign in; 1. Enter user name and password 2. Go to Invoices category and click 3. See Marketing Splash screen 4. Click Sign In at top right of page 5. Then click on Invoices to get to my list of outstanding invoices Can'tUpload receipts for expenses?
Is there a way to upload receipts for an expense item? If so, how? If not available in the core, has anyone created this functionality with the API as an add-on? Seems to be the only thing missing.... Thanks! JennTime Reporter?
Hi, Do zoho have any timereporter app for android? We need a function where we can have a start time and a stop time.Sales By Customer and Item
Hi Under Zoho Invoice "Sales Reports", you have Sales by Customer Report and Sales by Item Report. Is there a report that shows both of them together. i.e. I want a report for a single customer that shows total sales items for the year. How can we show such a report? Many thanks Geneinvoice forwarding
I can see that I sent an email in the invoice portal but not in the email portal for that specific account nor in my email list. How do I forward the email that was originaly sent to someone else?payment amount
Hi Can anybody tell me how to alter the payment received amount ? I accidently entered the wrong amount in the 'Record Payment ' section and now I have no idea how to enter the correct amount ? Thanks in AdvanceCopy items
Hi there, This is a simple feature I would like to see implemented - the ability to make a copy of an existing item, so in the event that I have numerous similar entries, I don't have to re-type the entire thing. It lets me be more consistent with my item formatting as well. Thanks!Can't export report from only one customer
When I do a report and I come to export using CSV or XLS, it gives me ALL my customers. On top of that, you you export a line for every item. All I want to do is get the all the following invoice data from one specific customer: Date of invoice Total amount I can't believe how much time I'm wasting trying to get this basic information just so I can generate a chart...Line item pricing
Can you hide indivdual line item pricing on Estimates so that you see total price only.Customizing PO# on invoice
Hi. When making a new invoice is there any what to customize the PO# line (below the drop down invoice line) to make it read something else? Since our invoice number and PO# are used for the same thing, we'd love to have it read "Description" or "Project Name" when making one. Thanks.HOW TO CREATE MASS INVOICES IN ZOHO INVOICE?
HOW TO CREATE MASS INVOICES IN ZOHO INVOICE?Access to Recurring Invoices via Zoho Invoice API
Is it possible to have access to the recurring invoices via Zoho API ? If not when will it be possible ? The idea is to be able to have a projection on future income based on the recurring invoices. Regards!Free edition
How do I create an invoice in Zoho Free?invoice payement issue with API in php
Hi Team, Please can you help to understand i have this error when i am to make a payement with Zoho invoice API ? Error Code 14:Invalid Ticket Passed This is the code that i am using to make the paiement in php $params = array ('SCOPE'=>'invoiceapi','authtoken'=>$authtoken,'apikey'=>$apikey,'XMLString'=>$xmlstr); $ch = curl_init('https://invoice.zoho.com/api/payments/create/'); curl_setopt($ch, CURLOPT_VERBOSE, 1);//standard i/o streams curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, FALSE);// curl_setopt($ch,Exporting data from Zoho Invoice to Zoho Sheet
We are happy to announce the integration of Zoho Invoice with Zoho Sheet. Now you can export your data from Zoho Invoice to Sheet very easily. You can find more details about this in the following blog post - http://blogs.zoho.com/uncategorized/one-two-three-export-data-from-zoho-invoice-to-zoho-sheet/ We will be happy to hear your comments on this. Regards SivaPayment Invoice Issue
Hi Team, I have and error "Error Code 14:Invalid Ticket Passed" during processing payement Please can you tell me what is the issue ? This is the php code that is using $params = array ('SCOPE'=>'invoiceapi','authtoken'=>$authtoken,'apikey'=>$apikey,'XMLString'=>$xmlstr); $ch = curl_init('https://invoice.zoho.com/api/payments/create/'); curl_setopt($ch, CURLOPT_VERBOSE, 1);//standard i/o streams curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, FALSE);//Customer Balances Report @ a specific date
Please could someone advise how I can view / print the Customer Balances on a specific date. The system defaults to today's date but I need it at a previous period / date. Thank you.Export Customer Statement / Ledger to csv or excel
Good day - Is there a way to export the Customer Statement Information to either a csv or 'excel'? Thank you.Where is terms and condition?
Hello, I really like Zoho Invoice, but I am pulling my hair out trying to find where to edit the terms and conditions for my invoice. Please help Thanks, Kevinfull customization of templates - disabled for how long?
Hi We are currently evaluating the Zoho Suite (invoice, projects,...) as our main tool to administrate our business. Since we are a software integrator company we are also potentially interested in interfacing zoho invoice with other softwares. By going through the software functionalities we were just astonished that the html editing of templates was disabled and not directly replaced by an upgrade of the functionality. How long will this functionality (full customization of templates) be disabled?signature line
how do i add a line for the customer to sign their signatureNext Page
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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
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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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