Tax amount
Hello everyone, I've got a little problem with tax amount on my invoice. I've heva one product with proce $49,99 and tax rate set to 10%, so in summary amount should be $4.99 but it is $5 (next to TAX (10%)). Any help would be greatly appreciated. Thanks!Can we collaborate invoices for 2 organizations under one account
Hello, We have two separate division and therefore we have created 2 separate Organizations in zoho invoice. This helps in using 2 separate logos for our invoices. We would like to know: Can the invoices of these 2 organizations tracked in one page? Can we have 2 separate logos in a single organization? Thanks, RupmeetHow can I get a graphical report of sales received .
I want to give it a date range of say 6 months and to see each month what the sales where in a graphical manner ?iPhone Invoice App - order of time records?
Using the iPhone app, entering time records, there is a refresh button to tap, but it doesn't seem to order the entries by date?withholding taxes
Is there any way to have withholding taxes? Thanks in advance ArturoDisplay Fax Number on Customer Screen?
When I look up a customer, I would like to be able to see his FAX number displayed. The way it works now is that I must select the customer and then click EDIT in order to look up a customer fax number. Is there a better way? Am I missing something? Shouldn't the customer's fax number be displayed when I look him up?DOUBLE LINE IN PDF EXPORT OF INVOICES
Good Morning If send a 2 pages pdf invoice to my Customer the last line of the 1st is copied a second time at the beginningn of the second page could you please solve this bug ? Thanks in advanceDOUBLE LINE ON PDF INVOICES
Good Morning when we send pdf invoice to Customer, if the invoice has 2 pages, the last line of the 1st page is copied on the 2nd page could you please solve this bug ? Thanks in advanceZSC Key Error for Zoho Invoice / CRM
I'm Using both zoho crm and invoice and setting up the sync. I have already imported my contacts in to invoice so I know there is a clear communication but I cannot see the invoices from within the CRM. I was told there is an additional key that needs to be added. When I go to the following: I get the zsc key from Invoice by going to Customers / Reimport from crm Then I go to: CRM/ APPS and Add On's / Zoho Apps / Zoho Invoice / Existing Zoho User / When I paste this key and my email address intoEstimate/invoice ownership.
I am investigating the viability of zohoinvoice as a solution to our needs. One thing I can not seem to make happen, is to create ownership with an estimate or quote. We would have several users and have a need to be able to identify an estimate/invoice by the sales person, to give ownership to a job. Further we would need to sort the estimates/invoices by ownership in a report. Is this possible, if so how?Estimate # automatically referenced on invoice
When converting an estimate to an invoice, is there a way to have the invoice automatically reference the estimate number?Jagged fonts in the pdf invoice
Hi, I'm trying to create custom template for an invoice, and everything works fine until i export the invoice, all the text appears very jagged no matter if i change the font or the font size, i attached a copy to see what i mean. I thought maybe this was an issue of rendering text over an image, because i created the customer info area with a background image, but it also happens in the invoice table, which has no image background behind it.Recurring profile - 'Unable to send invoice'
I'm currently using a heavily customised invoice template which is working flawlessly for all my normal invoices. However it seems that it's failing with any invoices created via any recurring profile. Upon a recurring profile firing on its specified date, I receive email(s) stating that: We were not able to replace some of the placeholders in the invoice/email template for invoice# INV-xxxx dated 18 July 2008. Hence it has not been sent to the customer. I've gone through my template several timesNot able to delete imported customers from Zoho CRM on Zoho Invoice
I've imported several contacts from Zoho CRM to Invoice, and I need to delete some of them, but every time that I try do do that, the system gives me this message - The selected customers cannot be deleted because they were imported from Zoho CRM. What can I do? ThanksWe were unable to send the snail mail.
I keep getting this error: We were unable to send the snail mail. Please check if the Country is specified in the customer's billing address and try again. I have tried different ways of setting the country, US, USA and United States. I keep getting the same error.Customers extract with Reference ID
Hi, In invoice, When I extract my customers (in csv or xls), the field "Reference ID" is empty. Note: My customers were imported from Zoho crm. How can I get the ZohoCrm ID from invoice customers? Many thanks.Zoho Invoice
How do I import all invoices/estimates and templates from CRM to Zoho Invoice?how do I switch between zoho organizations on my iphone
how do I switch between zoho organizations on my iphoneSnail mail won't send - Zoho Invoice adds extra address lines
I want to send a snail mail to a customer. I have credits. I have chosen NOT to enter a separate shipping address. Yet in the snail mail preview it has redundant lines for the customer address, city, state & country and therefore the snail won't send. I have triple checked and the customer profile address is correct. Ideas? Linda CZIP Code - Not available
Dear all, our company is several clients in Dubai, where no ZIP codes exist. Now for the software it is mandatory to enter a ZIP code, otherwise the recurrent invoice is not sent. Is there a possibility to make the field as non-mandatory? Thank you for your help! Best regards, GüntherEXCEL EXPORT SINGLE INVOIE
HELLO Is there any solution to export only 1 invoice into excel cause when I choose the option export to excel, all the invoices are exported into one file Thanks in advance SebastienRefund Payment Method
Hi It seems there are only 2 options to select for payment method of a refund. - Cash - Cheque Will you be adding other options. e.g. Bank Transfer? Many thanks Genereport product description
As an internet service provider we register large volumes of domain names, which come up yearly for renewal. What I need to do at any time is to pull out a report of what domains have been paid for that month. I have used the domain name eg. mydomain.com in the description field and it is a recurring yearly invoice. From the report I want to be able to see the domains that have been paid for that month. Does anyone have the same requirement as us with a solution to this.monthly statements
Is it possible to generate statements to all our clients simultaneously through the API or control panel on a monthly basis as we have over 10,000 clients and sending statements manually will take us more than a month to send all the statements.I don't see any activity in here
And just ran into my first issue. Is this a dead app? Failure to reply infers that it's no longer being supported. thanksInvalid ID is passed
So, doing a search in the forums FAQs brings up nothing. I'm the first person to ever have this issue?For Google apps/ Yahoo user, you need to set up a password for signing into Zoho Invoice via the iPhone or Android app.
As a Google apps/ Yahoo user you must set up a Zoho username and a password to sign in to the iPhone/Android apps. To do so; Visit https://accounts.zoho.com/password (through a web/mobile browser). Specify your Google or Yahoo email address in the "Enter your registered email address" field. Please make sure that you enter the email address as 'email[at]gmail[dot]com or as email[at]yahoo[dot]com'. Type the characters and validate the "Image verification". Click the Request button. You will receiveImport/Export
I have tried to use the import/export feature and haven't had great success. When I export the items and try to edit them in excel i cannot import them back into the items. what am i doing wrong?How do I send a copy of a voided invoice to a client
I figured out how to void an invoice, but I can't figure out how to send a copy of the voided invoice to my client. I could save it as a PDF and email it to them manually, but I do not see the word VOID anywhere on the PDF. Shouldn't the invoice have a large "VOID" across a significant portion of the invoice or am I missing something?Invoice template - Right hand side billing address
Hello, I need to have the billing address on the right hand side of the invoice instead of left by default. In the left hand side must be the invoice information (number, date, ref number...). How can I switch these two information blocks together ?... Thanks for your precious help. Best RegardsRecurring Invoice - automatically put month/year in the description text
Hello, how is it possible that in the description text of a recurring invoice always the actual month and year is defined? Our company provides permanent services that we invoice on a monthly basis. Our clients want of course have defined somewhere the month for which the invoice is issued. Only the date of invoice is not sufficient and in the short cuts there is only %InvoiceDate% what defines the full date and not only the month and year. Thank you for a solution or answer on that. Cheers, Günthercustomize columns in the invoice creation page
Hi Zoho, is it possible to customize the column I see in the invoice creation page? We never use the second column for the second tax and the discount column and we would like to delete them. Thanks a lot for your feedback.Very Slow in printing the generated invoice PDF
I understand that generating PDF can sometimes slow depends on the network and server condition. But I witness my user spend a lot of time in waiting the generated PDF printout. It seems printing the PDF to printer is extremely slow. My generated PDF size is just around 140kb (which is very small)! The only image I used is the Facebook "Like Us" icon. Does anyone experience this and got any suggestion? A sample PDF is attached. Simon.Automatic email for invoice aged for 60 days, say
Is there a way to send email to remind email for invoice aged for 60 days, say? if not, how to do it manually? thank you.Adding billable expenses to invoice converted from an estimate
Hi, I would like to do the following: 1. Create and estimate for all jobs in progress 2. Record Expenses as billable as and when they are incurred 3. Convert the Estimate to Invoice on completion of the job 4. Add selected un-invoiced expenses from 2 above to the Invoice created in 3 above I am unable to figure out how to do step 4 in Zoho invoices. Any help will be appreciated. Regards, Rajeev RoyHow to correct an invoice that has already been paid?
Hello everyone--thank you in advance for your time and assistance. I'm having difficulty figuring out the proper procedure for resolving a situation where I've overcharged a client. The full amount of the incorrect balance due has been paid and applied already. When I attempt to edit the invoice to reduce the total (assuming the balance between that smaller amount and the larger payment would become a credit), I'm given an alert stating "the payment entered is more than the total amount due forI cannot export invoices to PDF
I have only been using this for about a month and when I first started, the export to PDF worked fine. Now I get an error message that it cannot be opened - it says : could not open "<filename>" because it is either not a supported file type or because the file has been damaged. I tried sending it as an email, and it won't work that way either.Reoccuring Billing With Authorize.Net
Hello, Is it possible to automate reoccuring billing when the amounts per month differ? For example, if company A has a bill for $200 but then receives more services from our company for $250 in the next month and then $230 in the following month is it possible for Zoho to prompt Authorize.net's reoccuring billing function to change the amount billed? Or, do you have to manually go into authorize.net and change the amount? Obviously, the communication to change the amount has to happen somewhere.Item rates for individual customers
Hi - We only bill 3 customers using Zoho. They are weekly customers but each customer pays a different rate for our services. I am aware that the rate is editable. My fear is that sometime I may forget to change the rate when billing a customer and charge the wrong price. Is there a way to tie an item to a customer so that each item has the correct rate when a specific customer is selected? Thank you for your time, DarlaUsing Zoho CRM and Zoho Invoice
I am having trouble figuring out how to use CRM and Invoice together. Do they not play together? It says you can only map "customers" when CRM only has leads, account, potential, contact... I want the invoices created in Zoho Invoice to be reflected when I am viewing our clients in regular Zoho CRM...is this 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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