Is there a %placeholder% that corresponds to a user's email address?
I'd like to place it in Signatures so each user's signature reflects their own contact info.Conditional fields in estimation template
Hi there, Is there a way to display fields with a condition (like a if condition) inside an estimation field ? The goal would be to display discount amount only if > 0. Thanks Vincentpayment mode
Was wondered if the payment mode could be insert onto the invoice showing what type of payment the customer submitted.Estimate reference number limited to 50 characters
is the any way to increase the number of characters in the estimate reference number?payment ways
Hello, I am considering the possibility of start using zoho invoice in my company. However, the way I charge my customers is by taking the money from their bank account. When I generate an invoice, the system generates automatically the charge according to the customer data (bank account, amount, date etc) The program create a kind of document which I send to the bank to make the charge in my customer´s account. Please, could you tell me if it´s possible with zoho? Thank you.Multiple invoice notification templates
Hi everyone - we send invoices to customers for various reasons and therefore will always have different cover emails. It would be great to have the ability to create a number of cover templates (at least 3) as you can in the email component of CRM. Love the system but would like to add a few of these templates Thanks TEAMMultiple invoice notification forms request
I need to have multiple invoice notification forms, can this be implemented easily? Thanks, DanImporting Payments, Z-Invoice is thinking of them as credits
I have recently added customers to the invoice section, then ran a separate import on invoices, which was successful. I have now attempted to import payments and instead of allocating it as a payment against the customer it has added it as a credit to be applied. I get the below...... Credits available for this customerA credit of $101.96 available for this customer. Click here to use these credits for this invoice. Obviously I want the payment to record as a payment - am I doing it wrong? Any ideas?multiple projects with creditory payments
I have a construction business and often have multiple projects for one customer. I wish i could group invoices for specific projects under one heading. I recently invoiced a project for $1500 and the customer paid me $2500 as they added more work that has not been completed or invoiced how would i apply the amount owed and give a credit for the balance on this particular project and not confuse the credit with the four other projects i have for this customer. some are bid and some are T&Mrecurring expenses
Can I import an expense as a recurring expense?reports
Can you run a report on sales , funds received by week or month50 character limited on reference field
When creating an estimate the reference field is limited to 50 characters. Can this be increased?Add the option to include the invoice description in Invoice Notification
Hi One really cool feature would be the option to include the description using % symbol in the Invoice Notification template. %Description% RishiCan I link a quote and invoice to zoho CRM?
Can anyone tell me how I get quote information included on my contacts within the CRM?Recurring invoice not showing up under customer
I bill my customers monthly, and I set up some of the recurring invoices. I checked and they are not showing up under my customers balance. I back dated the invoice a few days, and I tried making it for today. But nothing is working. Shouldn't it automatically create the invoice and update there balance due? Also I did go into preferences and uncheck the "inspect invoice before sending it" feature, so I don't think its that. Sorry if I didn't word this question in the easiest way, but I hope this2 businesses = 2 Zoho CRM accounts? Can we use 1 Zoho Invoice account?
My husband and I are both self-employed (two separate businesses, no employees other than ourselves) and currently have two separate Zoho CRM (Professional) accounts. We were falsely under the impression that these accounts would offer free access to Zoho Invoice. I now realise that the "free invoicing" refers to the Invoicing feature that is part of CRM but this is not suitable for our requirements as we need various invoicing templates. However, purchasing 2 separate Zoho Invoice accounts in additionAre the Zoho invoices valid in Colombia?
I am in Colombia right now and I don´t know if an Invoice generated by Zoho Invoices is valid in this country.Inserting Online Payment Link into body of invoice
Re Invoices - is there any way i can insert a link to online payment on the invoice itself? It's included in the covering email which is great - but many of my clients (large organisations) file the invoices away after they've received them and when the invoice is eventually due to be paid, it is no longer attached to the covering email - and then there's no way they can pay online. So just wondered if i could possible insert the online payment link into the invoice itself? Have tried all eveningImprovements to Time Tracking
The Time Tracking feature in Zoho Invoice paid is limited and not very user friendly. For this reason I'm using a service called Paymo.biz to track my time on projects but then using Zoho Invoice for the actual invoicing. It would be nice if the time tracking Zoho was capable enough for users like myself to stop using other services. Are there any improvements to time tracking in Zoho Invoice coming up in the near future?CSS not supported in templates for invoice and estimate?
Hi! I was just wondering why CSS is not supported from the editor for invoice and estimate templates? Regards PatrickOverdue Invoices
Hi, Our customer has made partial payment and balance is overdue. If I use remind customer, it shows the full amount instead of just the balance amount they need to pay How can we send an email to clear just the balance unpaid amount which is overdue Kindly advise ThanksDuplicate invoice created and recorded payment
Hi All, I have created a duplicate invoice by mistake and recorded payment twice for same customer on the same day. Now I need to void/ delete one of the invoice, but it wont let me as I have recorded payment. Can someone guide me, Thanks in advanceI added paypal as a payment gateway, but it isn't working
After I added it I edited each invoice and selected paypal as an option but once I export the PDF it doesn't show paypal. I also tried testing it via email and it wasn't attached. I even created a totally new invoice and it still wasn't showing paypal.What exactly does currency import do and how does it impact on invoices and reports?
Hello, I just noticed Zoho Invoice allows to import historical currencies values from CSV as well as adding them from the interface. I think this is a very useful feature but I have a few questions: 1) After I import records, how will this affect my past invoices? Will prices and amounts of invoices matching date and currency code of an imported record be re-calculated according to the imported exchange rates? (My hope is that it doesn't affect amounts of past invoices at all) 2) Will my reportI am unable to resize the item table whilst customising an invoice template
The video shows how you can select the item table and then drag it to resize it and how to delete a column from the item table by clicking the 'x' mark. I have created a custom template, starting from the Classic default template. When I hover over the table outlines, and then click or double click on it, I do not get these controls. Can you help? I am using Chrome v24.0. thank youSync personnal field Zoho CRM to Invoice
Hello, do you have in your roadmap the possibility to sync personnal field from Zoho CRM to Zoho Invoice ? thanksexporter documentation
we are the exporting company, Our requirement is after the customer PO, We need the following documentation after invoicing. We need , Invoice, packing list. Also the format should have gross, nett weight colomn. Can i achive it? Regards. Veera,PDF EXPORT / PRINT /SEND E-MAIL - ERROR
Hi! I'm using ZOHO Invoice (son2comunicacion), and I can not export my invoices to PDF, or email. I generate a PDF 0KB weight... I´m work in Spanish language in ZOHO InVoice... From my iPhone APP does not work, the same problem occurs when a generate PDF. I need an urgent solution.Is-it possible to manage commercial margin ?
Hi, We're testing Zoho invoice and it seems to be very interesting for us, especially for its Google Apps integration. There's only one thing that will be blocking us : apparently, there's no way to manage the purchasing price of our products, so we can't have our commercial margin :( Are we alone in this case or this feature will be integrated to Zoho invoice in the futur ? Thx Fred Allard - IT2iI have the impression Zoho Invoice is not further enhanced for the last 2 years.
I am evaluating Zoho Invoice, but I have the impression that it is in maintenance mode. Whenever I search for a missing feature I end up at the Zoho forum where obvious features such as custom item fields, import of items, subtotals, discount on invoice totals, discounts per customers, etc. are forever deferred since 2010. The last enhancement to Zoho Invoice was in February 2010 announced in this article https://www.zoho.com/news/zoho_revamps_zoho_invoice.html Since then nothing has been doneHow to Record a Refund Event?
Hello, I have a scenario and I would like some advice / help. Say I raised an Invoice of $1000 to the customer for some services which I want to offer him. The customer pays and I mark the invoice as paid (add payment). Then one fine day customer is not happy and request for a refund. We have already given him services worth of $400, so now we have to refund him the balance $600. So, how do we record this event? Ultimately, at the end of the transaction, we have only made $400 and all accounts withWere is my print button for bulk-printing invoices
Yesterday I bulk-printed some of my invoices. Today I want to print them again, and some others. No matter what I choose from the display list on the top right (closed, open invoices..) the printbutton seems gone.. 1. I click on 'invoices' in the menu bar. 2. I select all invoices I want to print 3. there's no print button where it's supposed to be :( regards, DoronIs it possible to batch print invoices?
I'm trying out the service for my business. I'm currently doing this manually using Word docs and Outlook. I need to be able to mail out invoices to my clients. Is there a way to batch print/export invoices so I can print them and mail them? The only way I can see to do this is by clicking each invoice individually. Thanks!Print Multiple Invoices at once
Is there a way to select multiple invoices and print them all at once? This should be a standard feature...Wrong account and product infos displayed when pressing "Print" of an Invoice
Dear Zoho Team! The "Print" function seems to be broken - if we open an Invoice and like to Print it the download PDF provided is from another customer not from us ... It we use the Export as PDF optione everything is right! Kindly investigate this! Best regards PatrickAdditional Fields like VAT number
Hello, I add VAT number in Additional Fields for each costumer. Now would like to have on pdf invoice / on template / where is info of costemer. What code I have to add on template? I try %CustomValue1% but is mixed with another custom fields. In atach sending what I need to have on PDF invoice of costumer. Thank you for help.Invoice Items, different rates
we are screen printers - items would be "screen printing" "embroidery" "garment" etc - why are you forcing us to keep a set rate???? this means we have to type out the thing every single time because every job is custom making this product wholly unusable. just make the RATE part an option, because THAT is the piece we need to edit on the fly every time - but we still need to have selectable categories to keep from having to enter all info every time...Adding payments to the system past due date (but was not a late payment)
I searched the forums and FAQ and couldn't find this, but basically: I'm not running a business, really just testing out Zoho Invoice, but whenever I remember, "Oh no, I need to go add the payment" it's usually after the due date. Zoho lets me choose a Payment Received date, but even if I choose a date that is before the entry date, it still says there is a late fee. Is this a bug or am I doing something wrong?ZOHO Invoice - Expenses - Additional Fields and/or Payment Function as in Invoices
We have found using ZOHO Invoice/Expenses the need for either: - Additional Fields Field (1) Settlement/Paid By: Drop Down List list - configured in Settings Example: BANK TRANSFER Field (2) Settlement/Paid Date: Date with Calendar Look Option Payment The options/functions available within the Invoice option. Expenses Reports Expenses Payment Report Await your comments with interest. JorgenProblems customizing a new invoice template
Hi, I´m trying to make some change in the professional invoices services template, but I can´t make any change on the columns. I want to eliminate some columns but I can´t do it. Please any help? Thanks, Regards. F.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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