Add total quantity in total box
What about adding total quantity of sold products in product invoice or hours in service invoice.Best Practice for Canceled Project?
I have a project that has been canceled. The client had made a partial payment as the deposit, which I recorded in Zoho Invoice. Since the project is canceled, I have refunded that partial payment. What would be the best practice for recording this refund, closing this invoice, and indicating that this project is canceled?Change quotes template
Hi, Does Anyone know where I can find the button the change the lay-out (via HTML or the easier option) after choosing a template. I already customized the fields but know I want to change the lay out. I can't find the button anymore. Thanks in advanceAfter Alter Quot template the result in PDF get messed up
I made changes to my Quot template, minor move of field into different location. After save the export to PDF got the wrong results and preventing me from get quotation from the system. Here is the HTML code used in the template. Start Code Here <table border="0" cellspacing="0" cellpadding="0" width="100%" style="background:#fff;padding:2px;"><tbody><tr><td><table border="0" cellspacing="0" cellpadding="0" width="100%" style="border-left:1px solid #dadada;border-right:4px solid #dadada;border-top:1pxHow I get the Receipt or Tax Invoice?
I have got only the Invoice when I buy the Zoho CRM and Zoho Project. My company need to have the Receipt.Any chance to disable mandatory rate field in items? Ideally totally customize items - change curency in items as well.
Hello, Is there any chance to get the functionality I need? Totally custom items: ability to set the currency different from the default currency in items. Ability to cereate invoices in EUR( for ex.) and see the reports both in EUR and my default currency - RUB."Payment gateways have not been set up yet."
I get the error below when I try to send an invoice, despite having synced our Stripe account. Any ideas? *** Online Payment Options Payment gateways have not been set up yet. Please set up a payment gateway for online payments or remove the online payment link in the body of this email.Delivery Bill
Hello, I have seen a lot of questions around delivery notes with answers from a year ago saying that Zoho was thinking of working on it. Is it done? Is there a actual real way to create a delivery bill automaticaly from a order but before an invoice? Thank you for your help Best regardsSynchronize Zoho Report with Zoho CRM and Zoho Invoice
Hi, I need to monitor my sales team performance/activity. I need to create a cross table report that indicates per week, per month, per quarter key business indicators bellows: - Number of new leads src: Zoho CRM - Number of lead converted src: Zoho CRM - Number of calls done src: Zoho CRM - Number of events/clientsView Draft under the customers information along with open, closed and overdue
When I set up a upcoming job It is set as draft and I date the invoice the date of the job. When I pull the customers name from the customer section it shows all the types of invoices except draft. How can I make a draft invoice show up on the customers info.Tracking hourly, but charging Per Diem?
Hi there, I need to be able to track time hourly, but charge clients Per Diem. Does anyone know if this is possible? Please help - I'd like to purchase, but this is possibly a deal breaker. Or....even if I can just keep the time sheet line items on the invoice, but get rid of the hourly rate on each line? Thank you so much! VesCustom template for credit note?
When creating a credit note, it seems that one can only choose from the system templates, and can not select a custom made template for the layout of the credit note. How can we use our company custom template for credit notes as well?Paypal payments not always recorded in Zoho Invoice
We have problems for a moment now, and it seems to be random (most works OK), what can cause the problem ? We do receive the Paypal payment, but it's not recorded in Zoho as its should. Customers are using the links from zoho invoice email, as it should... Thank you for your help JonathanIs it possible to import CRM contacts into Zoho invoicing more frequently than every 12 hours automatically?
Hi Is it possible to import CRM contacts into Zoho invoicing more frequently than every 12 hours automatically? if so how can this be done? Thanks ReneeCreating an invoice from a timesheet using iphone.
So I am new customer and I come in and make a post asking how to create an invoice from a time sheet and you DELETE the post? You have to be kidding me. I am immediately reversing the charges for this on my CC. Thanks for your great support. Moderate a payment reversal.Template guidelines?
I'm working with Zoho Invoice for more than two years and it is still very cumbersome to build on templates. It seems that some IDs, tables and attributes are mandatory. On the other side, it seems to be impossible to build a tabeless design. And what about page breaks? It seems that a special nesting of tables is needed to make a consistent page break possible... Why doesn't Zoho publish some kind of Templating Guide?Creating an invoice from a timesheet using iphone.
Hello everyone. This has to be something simple that I am overlooking. We do service calls and often need to create an invoice from a time sheet on our iphone. I see that you can do this from the website but I cannot find out how to do this from the App. Can you create an invoice from a time sheet using the iphone app? This is kind of a deal breaker for us. Thank you!Invoice template
Hi I've been trying to create a custom invoice template but have run into problems. I think they're bugs but maybe it's user error as well 1. When I create a custom invoice from a pre-made one, the formatting of the text changes even before I've edited anything. Could it be a browser bug (I'm using Firefox 3 on Win XP). 2. I can't seem to move the main table (housing the invoice description) up closer to the top area. Drag and drop doesn't seem to work. 3. The table rows/columns are very fiddly toFiltering Overdue Invoices Report By Customer
Hi, I need to send an overdue report to one of my clients but the report brings up ALL my overdue invoices. How do I eliminate all other clients invoices from this report? BTW, I emailed this query to support, days ago and I still have not received a response. What is the normal response time, for future reference? I'm in Australia so as far as I know there is no support phone number here I can call.... Many thanks, Dez78Questions About Zoho Invoice
HI there, just wanted to know if Zoho Invoice has the ability to calculate tax paid on invoices in one financial year rather than tax on invoices in one year, this meaning paid invoices. Our tax laws are setup to record paid sales and not invoiced sales, so we would only need to calculate tax on paid invoices in one year. Also is there the ability to offer customers a 5% discount on invoices if paid within 30 days? If the invoice is not paid within 30 days then the full ammount is outstanding? CheersInvoice Export as PDF-P.O goes missing
Hello, I noticed since yesterday that the export as PDF function under invoice functions has an issue. The PO number which I input on the webpage is not shown in the PDF format. All I see in the empty P.O row is "P.O.#". Developers please fix this asap as I don't want to end up filling P.O numbers by hand in each invoice. Thanks.Contemporary Invoice template set as default, but still shows old invoice template in PDF
Hello, I have selected on of the nice looking 'Contemporary' invoices as default, though when I go to view a test invoice as an exported PDF, it is the same old 'Professional' looking format. Can you help? Kind regards, PhilPlease add a receipt function
Everything about this is great except that I can't send a formal receipt.Copy Estimates - to get Delivery Notes
Possibility to copy an estimate. This way, if I use a customized Template it would be nice to walk through the business steps: 1. Create an estimate A 2. Copy the estimate A1 3. Select the delivered parts (if partial delivery) 4. Change the template to a custom "Delivery Note" (f.e. this template could be without rates and amounts, just quantity and text) 5. Send the Delivery note 6. repeat with delivery note A2, A3, etc... (if partial delivery) 7. if all delivered create an invoice from estimateStatements?
Where the heck is statements located? It's 2013 and still no search function, and thats something that can be coded in very little time by using Googles search API. Never mind, I found it using Google search, but the way zoho implemented it makes it useless. I need details not just invoice numbers! I did notice that other users(5 years ago) questions were addressed by it's on the roadmap. Thats total BS, you simply can't say that anymore in the 2000's! Time to start looking at other invoicing apps!snail mail not delivered
I started using snail mail more then a month ago to sent invoices to Luxembourg. According to the customer they are not receiving any invoices from me and according to snail mail the mail is being sent. I realize that mail is sent from the US, but this can not take more then a month I assume. How can this be checked?Right few questions need help
is there anyway i can categorise my items? also is there anyway i can hide the Cost to the client? (i mean the item costs) just show the overall cost to the customer? thanks ScottINVOICES
WHEN I CREATE AN INVOICE IT HAS THE DOCTORS NAME AND THE PATIENTS NAME. WHEN I PRINT THE TWO FIELDS ARE NOT ON THE INVOICE. I KNOW WHO THE DOCTOR IS BECAUSE ITS IN NAME AND ADDRESS FIELD. I HAVE PATIENT AND DOCTOR NEAR THE MIDDLE OF THE INVOICE,ONLY UNTIL I PRINT.INVOICES
WHEN I CREATE AN INVOICE IT HAS THE DOCTORS NAME AND THE PATIENTS NAME. WHEN I PRINT THE TWO FIELDS ARE NOT ON THE INVOICE. I KNOW WHO THE DOCTOR IS BECAUSE ITS IN NAME AND ADDRESS FIELD. I HAVE PATIENT AND DOCTOR NEAR THE MIDDLE OF THE INVOICE,ONLY UNTIL I PRINT.I want to cancel my zoho invoice
Hi I am trying to cancel my invoice account but i cant find anywhere how to do it!?Notes are criticals fror Customer Svce on the GO!
Ref: Notes (These notes are for your personal reference and will not be displayed to your customers)... Is it possible to access those info via a tab to check clients history (as we can do for invoices) and memo instead using other mean like catch,Submit invoice for approval
Hello, is there a way for invoice to be submitted for approval to the office manager or a stipulated individual. There have been cases where staff have sent out invoices with errors so it would be good to check first.send invoices
Hi! How can i make that invoices are automatically send attached to an email template when they are created? We are going to use creator to generate automatically our recurrent monthly invoices. we'd need to automate the whole process so it's important that invoices get send automatically. Thanks a lotExhausted the maximum customers
hi there! got the message today "exhausted the maximum customer".... I once imported my contacts from ZOHO (without actually needing them all in Invoice) and used only about 20 or 30 customers... Now, when I got the Error-Message today, I thaught about deleting the contacts I don´t use but I can´t delete them Zoho Invoice tells me... how can I get rid of the unused Zoho-Contacts so that I will have left some more customers to be used fpr sending Invoices to them? Yours thankfully StefanError message when adding new customer
when trying to add new customer I get the message (SubmitType should occur at least once.) any clues? This Appears in The Page header.Delete Additional/ Custom Fields
How to delete Additional Fields i.e. Custom Fields?Invoice template update is not working properly
I'm trying to change the modern template and I'm having problems. I save my invoice template and it seems that everything is OK. However, when I go to Parameters and I return to "invoice templates", my changes are lost. Can anyone help me? Thanks! Dani.Adding Bank Account Details for Payment
We are testing out Zoho invoice and haven't figured out how to do this. There was a blog post about adding custom fields which no longer works with the current version. Under payment options on the invoice we want to add our bank account details so customers can EFT/Bank deposit payment directly to our bank instead of using paypal or other payment option. (1). Is there a way to add our bank account details on every invoice template? (Note Custom fields no longer works as an option ie this thread:Invoice Status Labels
I have customers who must receive a copy of a PAID invoice.. Am I correct that there is NO way to change the status names for invoices? for example: Current Zoho Invoice Invoice Status: Draft change to: PENDING Open change to: OPEN Sent change to: EMAILED Void change to: VOID Overdue change to: PAST DUE (dont most US Businesses Use "Past Due" when referencing invoices rather than "Overdue"? Closed change to: PAID and if this is not availableunable to replace placeholder on recurring invoice
Hi, I have been testing my custom Invoice template and for a single invoice, all field show exactly as required. After creating a recurring invoice, I received the following message: The invoice for Testklant has been created and it's saved as a draft in your Zoho Invoice account. However, some of the placeholders used on your invoice template were not replaced with the appropriate information. Please check this before you send the invoice to your customer. The placeholders which were not replacedNext Page
Announcements
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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