Creating an Invoice from Expense and Time Entries
Greetings all, I have time and expense entries associated with a customer and now want to create an invoice based on those entries. I don't see where that can be done? Can someone point me in the right direction? Thank you. Bob Mixonlinking invoice and item exports
I've just looked at the export facilities for invoices. The item export seems to have no reference to the relevant invoice and, if so, how does one reconstruct the full invoice details off-line? Thanks AlexEdit contact person
How do I edit contact persons in Zoho Invoices?Edit contacts
How do I delete a contact? I have 8 contacts that I do not use anymore, and every time I want to send an invoice via email it checks all the contacts. Therefore, I need to uncheck one by one, every single time I send an invoice out. Please help...select multiple items to create one item on an invoice
does anyone know how to create a way to select multiple items to create one item on an invoice? exapmle below: i am using Zoho to create estimates / invoices for my customers - i sell building materials example: doors - 1 hollow core door needs: jambset - door slab - hinges possible issue - door slabs have 15 different possible sizes and jambset's have 5 different sizes. the final product needs to look something like: Hollow Core door - style = Roman - 3/0 6/8 - 4-9/16" jambs - satin nickel hings.Changing estimate state from sent to accepted through the API
Is such a thing possible through the API. Best regards FrankIdeal dutch payment gateway
Hi Gents, I really want to start using Zoho but for me one think i am missing as a dutch user is the ideal payment option. Its a dutch payment gateway. is that something that is coming between now and 2 months.? here a link: http://www.ideal.nl/ Let me know with kind regards, JohanA change to the way invoices are organized
Hi, When I create an invoice for a project, the entries appear in the order they were entered. How hard would it be to have it sort by the transaction date? As it is, I spend too much time reordering the invoice. Thanks, RickClone and rename invoice template
I have a saved invoice template (my default). I would like to know how to do the following... 1. I want to rename the original template, else clone and save with new name then delete original 2 I want to clone my default template so I can edit slightly and save with new name as 2nd template without starting from scratch to make a new template that is 95% same as my custom default.Timer for multiple task
Hi, I'd like to use timer functionality to track time for multiple tasks on the same time (simultaneously). Is it possible? how? because while the timer is on for a task, system refuse start the timer for other task...Invoicing in a foreign currency?
Is there anyway to keep the invoice in a foreign currency and NOT to have it convert to your home currency on the invoice? I wish to be paid in the currency that I invoice in and it is really annoying when the contract says 1 amount, but the invoicing system automatically translates it to my home currency amount. Good thing I'm not using zoho accounts as currently I am using an exchange rate of 1 to keep it in the contract currency and manually managing the conversion. ThanksSyncing on Android
G'day! I'm not sure if I'm doing something wrong, but when I open Zoho Invoice on my Android phone, it only shows the two test invoices that I made originally. If I logout then login it will show all invoices. Is there a way to get it to show all invoices without having to do this? Many thanks, RobNew invoice start-up
I am just staring to use the invoice app. How do I list my outstanding invoices to get started without send ing to customers and just entering totals.Add functionality
Hi Can I use Zoho Creator to create a new functionality ? for example: track providers invoices and later integrate it with Zoho Invoice? ThanksCustomize Email Sending Gateway
I would like to be able to have the Emails sent by Zoho Invoice show up in my Exchange Mailbox's "Sent Items" folder, so I have a better picture of all the emails I'm sending to my clients. Would it be possible to have some sort of custom smtp gateway setup for sending email so it shows up in my sent box? Thanks in advanceProblem with Amount from Tax, LateFee and Balance
Hi Guys, we have created a new Template with the following Placeholders: - %InvoiceSubTotal% - %TaxValue% - %InvoiceTotal% - %LateFee% - %PaymentMade% - %CreditsApplied% - %InvoiceBalance% Problem is, Amount from InvoiceTotal and InvoiceBalance is the Same! Means, the InvoiceTotal is the Same as InvoiceBalance - it includes the Saldo INCLUSIVE the LateFee. But thats wrong: It has to be the InvoiceSubTotal PLUS Tax... I put a screen - need fast help, please because of recurring Invoices! Thanks aNeed to change from closed to unpaid, any idea?
By mistake I close one invoice which is not yet paid. I tried to erase it so so I can replace it but it is also not allowing me. Any advice? Thanks!Some of the zoho invoices are saved as draft, why ?
Hi, I tried to create invoices in zoho through the API. (Send=true) Most of the invoices are saved as open but some of them are marked as draft. How can I fix it ? I don't want to review any of them before sending them out. Thanks.Getting all accepted invoices list throught the API
Hi and first of all CONGRATULATIONS and THANK YOU for your work !!! Waiting for the ORDERED state between the ESTIMATED and INVOICE states, we are planning to use your API to display the list of all the ESTIMATES that have been tagged as ACCEPTED on an external HTML page set for this. Is there a way to collect the data from the API ? I can't find any mention to the ACCEPTED/REJECTED/NONE field on the API docs. Thanks for your feedback. FrankIs there an easy way to get customerId ?
I'm building an application for non tech team. I need to register on my side the customerId (for ZohoInvoice). Where the end user can find the customerId of a contact ? (as simple as possible. Eventually an url ending by ...&customerId=1234 or invoice.zoho.com/user/1234 is ok)How to get reference field on an estimate to print on an invoice?
I want to use the reference field in estimates for a property address. I then need that field to carry over to invoicing once the estimate has been accepted and work completed. The customer( a property management company) is the same for all the different addresses. I don't want to have to use an item entry. Instead I would like it to be in the header of the estimate/invoice/credit. I have tried many different approaches and none seem to work. I tried renaming the reference field and customizingUnable to show CustomerBalance in Invoice - only able to show Balance. Can this be fixed?
Hi, I have signed up for a 30 day trial of Zoho - the only thing keeping me away from it is the fact that I cannot display a Customers total balance in an invoice pdf generated. Can you please support the addition of %CustomerBalance% in the invoice? I want to show the customers previous balance and then add the invoice amount, giving a total balance.Need multiple invoice notification email templates!
Need multiple invoice notification email templates! This would greatly speed up our workflow and prevent errors. For example, brand new clients might need a different message than long-standing customers. Also, with multiple invoice notification email choices, we could have specific messages depending on the service purchased. Please prioritize this. thanks, Brian http://www.redpelicanmusic.comChange fields in Zoho Invoice - HELP URGENT!
Hi. This is urgent. I need to include a field on our invoice that states our GST number. I thought of replacing the PO field with GST, so did so when I edited our default template, but when I create a new invoice that field still remains PO#. Also, when I try and add a custom field, it works but when I export to pdf it says 'I need to change the pdf template.." This is very urgent as by law we need this on our invoices in New Zealand. I have attached a copy of an example of what the invoice currentlyCannot delete or void invoices
I am unable to delete or void invoices for the past week or so. The error I am getting is "Script Error Occurred : TypeError: dialogProperties is undefined" FYI: I am using Firefox 11 beta 4.Payment Thank-You after PayPal payment
When a customer pays with PayPal, the "Payment Thank-You" email is not sent out. How can this be fixed?Late Fees not calculating
I have an invoice sent to the client on July 31, 2012. It was due August 31, 2012. The late payment interest charge is 2% per month. The balance is $7947 (without taxes) It's only showing $103, which doesn't make any sense. It should be 2% compounded to 7 months to $9128.INVOICE TEMPLATE CUSTOMIZATION
Hi I am interested in the product and have been trying to customize your Invoice Templates to suit our requirements. After many attempts I am not able to get rid of tables where I want to or delete certain rows .. Is it possible that you can edit the Professional Template a little bit based on our requirements, its not too much just want to delete a few rows and place other things on different areas. Since I am not familiar with the HTML coding its very hard for someone to work with the editor providedRounding in Zoho Invoice
Hi, I am having difficulty rounding the Total to a whole number. Can someone help as I cannot generate invoices that reflect the quotation exactly. JessicaHow to delete a fail invoice.
I am new to Zoho and to test it I made an invoice for a test and send it to myself. I then tried to delete it but got the message it is not paid yet and can not be deleted. Then I made a test payment, Now it says payment received. Still I cannot delete that test invoice. How do I do that ?CRM Sync: Operation failed
Hi I try to Sync Invoice with CRM and get the following message: "Operation failed Problem in communicating with ZohoCRM". What would be the reason for this? Thanks, GreggEffect of Downgrading on Customer & Invoice Data
Hi, I currently have two organizations on a standard monthly plan. One of the organizations is no longer active as I have transitioned all the business to the second one. I would like to downgrade my plan for the first organization; however, there is quite a bit of historical invoice and customer data in there. Will I still be able to view and access all of this info if I downgrade? Thanks, Patrick FrantzUnable to add estimate using API with PHP
Hi !, I am not able to add an estimate using the API with php. No error is shown too. openssl :enabled. my php code is as below. Thanks in advance! <?php function do_post_request($url, $data, $optional_headers = null) { $params = array('http' => array('method' => 'POST','content' => $data)); if ($optional_headers !== null) { $params['http']['header'] = $optional_headers; } $ctx = stream_context_create($params); $fp = @fopen($url, 'rb', false, $ctx);Unable to create Estimate using invoiceapi with Curl and PHP
Hi !, i am trying to create an estimate with the invoice api using Curl and PHP from the code below. The estimate is not getting created and there are no errors shown either. Details: curl:on SSL:enabled Thanks in Advance! <?php $url = 'https://invoice.zoho.com/api/estimates/create?'; $ch = curl_init(); curl_setopt($ch, CURLOPT_HEADER, 0); curl_setopt($ch, CURLOPT_VERBOSE, 1); //standard i/o streams curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, FALSE); // Turn off the server and peer verification curl_setopt($ch,Unsolved issue with Italian (and maybe European) tax schema
Despite I found many discussion about it a can't understand IF and HOW I can achieve the following taxation schema: ----------------------------------------------------------------------------------- Service 1: €1500.00 Insurance compensation (4% of Service 1): €60.00 --------- Subtotal 1 (Service1 + Insurance compensation): €1560.00 VAT (21% applied to Subtotal1): €327.60 InvoiceBill status open after customer paid
Hello, First of all, thank you for the lovely app! Now, I have a small issue with my customers. 2 of them reported, I just noticed the 3rd one. After they pay the bill, they still receive reminders as the bill was not paid. The status of the bill is still open. Even 3 days after the bill was paid the status still doesn't change. I know this worked before, as last month all bills were paid/closed automatically. Now I have to do it manually. Is it a bug or a feature? Thank you, Stefan.TROUBLE WITH TAXES
Is possible create withholding taxes? I need to do an invoice with this kind of taxes Thanks in advance. ArturoCustom field (invoice) How can I get a report based on these?
Hi, I have used the custom field to show which sales representative created the sale and want to be able to see how many sales they are making at the end of every week. Can I pull this info onto a zoho sheet along with the rest on the invoice details? Ta dannot listing invoices above 999 in all invoices
i recently made my 1000th invoice without any problems, i can see it in todays payments etc but when i choose to list all invoices, no invoices above invoice number 999 appear, is this a bug? thanksApplicable Taxes are not being calculated
Hello, When I attempt to create an invoice, the applicable taxes are printed on the invoice but the calculations for those taxes DO NOT appear. Pleas see example below: Line item 19.00 First tax (1.5%) 2nd tax (0.2% ------------------------------------------------------- Total 19.00? Any ideas on what I may be doing incorrectly? Thank you in advance for your assistance.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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