Can I use my own processor for receiving payments?
Hi, I am a Merchant Services Rep and my rates going through my services are much lower than any of the options provided for by Zoho. Is there a way to choose a different processor within Zoho? I also provide Business Consulting Services and have several clients that could use your system. I would love to be able to tell them they can incorporate their processing with their invoices and their CRM through Zoho. If they can't, I will probably find a solution where they can. My preference is toSnail Mail not working
I get the error message "Sorry, we are unable to send the snail mail at this time. Please try again later." for the past couple of days. When is this going to be fixed?Discount % per units
Hi, Is it possible to define a discount automatically depending the units? I don't want to type the percentage manually. Thanks, RafaAnyone Else notice that Snail Mail is not working? for 3 days now
Has anyone else noticed for the last 3 days snail mail has not worked. Everytime you use the option it says "Sorry, we are unable to send the snail mail at this time. Please try again later." I contacted support, but they have no answers - they say that they will look into the problem, but I never hear back from anyone.3 numbers after comma in discount field
Hi, i need to make discount like: ex. 34,345% it's possible? Thank you.Close ZOHO INVOICE ACCOUNT
Hi there, I am trying to close my ZOHO invoice account, however, I am struggling as this message keep popping up You are an administrator of your organization : "imagineimages". You should cancel your organization from Business, before closing your account. I click of the link and it take me through to mail, and no further instruction is provided and its driving me mad.... any suggestions how close this account?????Changing domain name
Hello, My company is using Zoho invoice with google apps, but it is merged to other company and we need to change google apps login domain name. (it is @widealab.com and will be changed to @aurender.com) I tried my account to test before change, but I don't think it works. Can you let me know how we can fix this issues? Thanks,Zoho Inovice module on Suppliers (PO and Stock Control)
What is status on applying function on stock control and purchase orders on Invoice? Any suggestion, as CRM has this function, but integration is one way only. ThanksPayment Option
Hi, I use zoho invoice software in italy, we use different tipe of payment like bank receipt or bank transfer (in italian: ricevuta bancaria e bonifico bancario) it's possible to add these voice in the payment option selection?Can't create NEW TEMPLATE
Hi i can't create new template and can't resized tables in customize modeGoogle Apps login Domain name change
Hello, We use Zoho Invoice with google apps. Recently, we merged so we need to change google apps login id. I tried login to test it works with new domain name, but I don't think it works. Is there anyway, we can change domain name without loosing any data? Thank you.items to project
Hi, I'm working each day on several different projects, i use material for this (items called in Zoho Invoice). Is it possible to ad items to a project (not directly to an invoice)? ThanksSegregation in Invoice Aging
Currently we can see few pre paid and post paid customer invoices together in Invoice Aging File. In Zoho, We want to bifurcate between prepaid and postpaid customers so that we can run aging report only for post paid customers, so that we dont manually segregate from csv, how can we achieve this Kindly adviseDraft invoices should not be auto-allocated a number
Hi, I'm often working on several draft invoices at a time, and I may not send them in the same order as I initially created them. I noted that when the draft is saved it immediately receives an auto-generated invoice number, but this means that when the invoice is finally opened and sent, which may be a few days later, the number sequence may not align with the date sequence. To keep the date order and number order the same I'd suggest that you don't allocate an invoice number until it is changedinvoice or estimate without item
Hi, it's possible to create invoice or estimate with no item? i really need to do this! thanksTaxes as a negative value
I've noticed that in Zoho Invoice taxes can only be positive (i.e. the tax value is added to the total, for example a 1000$ object with a 20% tax would give a total of 1200$) In my country (Italy) we often display on invoices also negative taxes, which are paid by the seller. So, a 1000$ consultancy could have a negative 20% tax. The total would be 800$. Usually a 1000$ consultancy made by a professional has a +20% VAT on its price and a -20% "ritenuta d'acconto" (a pre-tax paid by the seller) onSerial Numbers for the Inventory Module
Hi There, Does anyone know if the professional or enterprise version of Zoho allows you to scan in the serial number of your products using a bar scanner?? We have a small warehouse and it wold be great if this CRM has this function. Thanks Frank.Require only sub total ,tax and Total in invoice template
How to delete Payment made and Balance Due in invoice ?Square logo
I would like to be able to set a square logo on my invoices. When I upload my company logo it gets squashed into a rectangular.How do I change billing information?
I would like to change the billing information from me to our accounting dept...how do I do that?Generate Reports based on the user who created the invoice
I am trying to manage multiple sales reps, and zoho invoice works great as a mobile app. But, I think it would be useful to track sales/invoices generated by Sales Reps/User. Even more useful would be also seeing how many draft/open vs closed invoices they have. Averaging their typical invoices and of course generating monthly sales reports by Sales rep/User.Problem with a second subtotal
This is an invoice example (I've put in red the part where I have a problem to complete the setup): Service 1 E 50.00 Service 2 E 50.00 SUBTOTAL E 100.00 Rivalsa Inps 4% E 4.00 INVOICE TOTAL E 104.00 Ritenuta d'acconto -20% E -20.80 TOTAL E 83.20 I have a problem to apply the TAX Ritenuta d'acconto on the InvoiceHow do we track inventory with Zoho Invoice (or CRM?)
We need to track our stock, what solutions are possible with Zoho ?Importing
I downloaded the sample provided and imported it and it did not work DO you have to change something ?? Also Can I only have on the import what I need THXS SteveConfirmation that client received invoice?
I would like to know if Zoho invoice has a notification area that tells if and when a customer opens an invoice sent via email. I think this would be a great option since its common for spam folders to hide incoming emails. It would also save me a bunch of time to know if a customer received an invoice instead of having to call them to ask. If the software doesn't have this feature, does anyone if there would be a way to add email delivery confirmation. Thanks David"Unable to replace placeholders for the profile"
Hi, Had this come through this morning for all of our recurring invoices:- "The invoice for XXXX 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 replaced are listed below: %CustomerBState% Here’s an overview of the invoice for your reference: Can someone please explainMultiple Projects (for same client) on one Invoice?
Is that possible or is "Project" really mean "Client"?Make timer hours billable
Hello All I am just getting into some of the features in ZI (free version) and have begun using the Project module to track some time for a client I seethe timer time, and it is listed as unbilled - I think I am missing something, is there a way to make the hours billable? Thanks JohnAdd Expiry Date Column in Estimates list
Hi! it would be nice to have a column that shows the expiry date of an estimate, in order to have a quick look at the Estimates about to expire. Is it possible for you to add it? Thanks! FedericaHow do you show a Credit/Retainer Payment Carryforward?
If Client gives me 1000 and I bill only 500 in a month, how do I show the $500 carryforward on the Invoice??Custom domain smtp
Hello, we can use custom domain smtp to sending invoice? Sometimes its problem that costumer have invoice in spam box, because its php sending not from own domain. Or if we login from Google Apps to use Google smtp. Thank you for answer, regards.Change what gets displayed when emailing invoice and paypal gateway.
In this case, a picture is worth a thousand words. One screenshot is my inbox. I'd like to change what the From/Sender field displays. The other screenshot is what happens after you click the pay online now link in an emailed invoice. I'd like to change the product description. Currently, the field I want to change show my name. I'd like to change them to show my company name. I'm sure it's an easy thing to do, I just haven't ran across it yet.MISSING "INVOICE SETTINGS" PANEL AND MENU
dear sisr, I need to change invoice umering, but my setting fileds panel appears like that, missing "invoice preferences" where did it go? how can I bring it back? cheerschange sender when emailing invoice and product description on paypal cart
When I email an invoice, the From/Sender shows my name. Can that be changed to my company name instead? When a customer clicks the "pay online now" link in the emailed invoice, the paypal cart's product description shows my name as well. Can that be changed to display my company's initials and then the invoice number?Export Invoices
Is there a way to just export invoice details which doesn't include every single item of the invoice? Ideally just date, customer name, invoice number, amount, VAT and total. Just the basics really.Internal Error
Hi i am getting the following error,while calling the invoice .https://invoice.zoho.com/api/invoices/customer/$cust_id .I'm working on Php.. Could u pls help me out . <Response status="0"> <Code>1000</Code> <Message>Internal Error</Message></Response>Invoice backup
Hi all, I'm aware that there are individual backup solutions for each part of the invoice program, but is there a 'backup all' option anywhere so we can backup all of our data within zoho invoice?Zoho Invoice Client Emails Can Not be Edited
I have changed/deleted 6 times the email addresses associated with a customer record, and added the corrected client email information. However, when I generate an invoice from Zoho Projects, those same three email addresses reappear, every time. This is a problem because: I would have to create a new customer record and lose history from the current record. It is time consumer to have to edit the customer record several times, when the edited information is not saved the first time. Every timeupdate version cannot support Chinese word
why the update version cannot support Chinese word?Lack of ZOHO invoicing development
Am I the only person that feels Zoho is focusing all its attention at their other projects (CRM, Books) at the expense of Zoho Invoice? Development seems to have came to standstill and all Zoho ever say is "great idea" or "we'll implement it in the future" etc but they never actually implement proposed features or give a date. "tax inclusive caculators / popups" - good idea, NOT IMPLEMENTED "print history" - good idea, NOT IMPLEMENTED "backup / zip / tarball" feature - often requested - NOTNext 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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