Zoho integration with Peachtree Accounting Software
Hi, Can Zoho invoices be exported (batched) to Peachtree? How can I do that? Thank you, CarlosPricing for small companies
Love the product that you guys have created. It is very nicely done and exactly what I'm looking for. The only problem is that I only write about 5-10 invoices a month, so the cost per invoice seems a little high. This month I only sent out 1 invoice, so it would have cost me $15.00 for that 1 invoice. Is there a start-up version? I know the FREE version is available, but it only allows 5 customers total. It would be great if you had a per use model for smaller companies. I would be happy to payWhich way to invoice is better?
Hi there - Sorry I am just starting in business, and learning. Questions now, less headache later. I will have to invoice customers like this: 1. Give them an estimate of total cost of a commission based on various options. 2. When they approve the estimate, their First payment is 50% of the total cost (not including shipping/insurance/tax). Second payment later on to be invoiced is 25%, last payment of 25% + shipping/tax/insurance. I am trying really hard to figure out a way of setting up anProblems customizing an 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.Pictures of items on your Invoice
This there any way to put photos of your items in the invoice? If not can this me an upgrade in the future?Import Rules
Can you bulk export invoice details make changes and reimport and the changes will overwrite existing data. I defined my customer account terms and mistakenly though that would define the invoice terms once we imported all the historical data. Have since found that the the invoices are all due on the date created and the system ignored the customer terms. I cannot seem to bulk fix this without going into every entry individually. The reimport skips the records as they already exist. Please helpHow can i manage variable quantity ?
let's imagine to sell to a customer mailboxes for $ 5 each one. the customer can manage email from a administrator panel. so he can add/delete it when he want. i have an api to recover the number of email boxes for the customer. why in the quantity field of the recurrent invoice we can't put an "url" for retrieve a quantity value from external resources ?Best practice for logging passive income?
I did some work for a client and, as part of our agreement, I received a percentage of the profit that it later produced. What's the best way for me to log this income?Using Google Checkout Subscription for Auto Payment
It would be nice to do auto recurring payments with Google Checkout. I know google has somekind of API for this. Isn't this possible when creating a zoho "recurring invoice" be able to request a subscription payment for google checkout? My customers are tired of clicking onto the link and paying each month. The want the ability to take it out every month automatically. I am not a developer but ran upon this link and looks like it's available from google... http://code.google.com/apis/checkout/developer/Google_Checkout_Beta_Subscriptions.htmlRequest; Need place holder for Invoice NAME
The title says it all; I would like a place holder for the invoice NAME.Link in the Customer Notes section is broken in the Invoice PDF
I am creating an invoice via the Invoice API (I guess it doesn't matter in this case how the invoice is created) and I am putting a link in the customer notes. When the invoice is exported to pdf, only part of the link is picked up as the URL. Regards Moiz Tankiwala Smart Training & IT SolutionsGoogle Wallet
Since Google checkout is now Google Wallet, I'm getting an error trying to accept payments. Google Checkout suggests the failure to accept payment was because the merchant credentials (Merchant ID and Merchant Key) were incorrect. Please ensure that you have entered the correct merchant credentials for Google Checkout in Zoho Invoice. I've put in the credentials that I got from Google Wallet Merchant, but I'm assuming that it won't work without Zoho's gateway adapting to Google's new Wallet API.Duplicate management in Zoho Invoice
Hello, We've been waiting for a while. Could you please implement a duplicate client management in zoho Invoice ? You could get some ideas from zoho CRM duplicates management. We meet some issues to track our client transactions due to duplicates in zoho Invoice. We cannot delete all payments and modify client name in the invoice ( it is very difficult to distinguish between duplicates in the drop down list) to delete duplicate. Best regards, Fabricei degraded my invoice account to FREE and seems have lost ALL contacts/invoices, well is it true?
i degraded my invoice account to FREE and seems have lost ALL contacts/invoices, well is it true?What will happen to my invoices, payments logs, credit notes etc. if i stop paying my subscription?
Hello All, I have the standard subscription and i am a seasonal business where i will only operate in the summer months. If i was to cancel my subscription and then reactivate it back in the summer what would happen to all my invoices, credit notes and payment logs?Opportunity register
Whilst I appreciate ZOHO CRM is meant to be used for leads etc, it would be good if ZOHO invoice could be used to document simple opportunities that can easily be changed to active project with partial invoice or full invoice when they have started. At the moment I do this by keeping the invoice as draft, then adjust details as I need to eg date when I wish to finalise etc. Further for your dashboard, if you could have draft entries also appear. thanks in advance (New zoho user) iain%Balance% placeholder in emails
Hi, I just tried using the %Balance% placeholder in my invoice emails, because I wanted to flag to clients how much they owed me, but it seems that the placeholder only totals overdue amounts and not the total owed. I don't think that this is a good way for the placeholder to function, and it might be better to have two placeholders (e.g. %Balance% and %Balanceoverdue%) so that I can include in invoice emails a note saying "you have an outstanding balance of $xxx of which $yyy is overdue". I hopeNew invoice statuses to better track products delivering
Hi , As you added two estimates statuses Accenpted, Declined, Expired, would you please do the same for Invoice by adding : - Shipped - Delivered In addition of draft, open, Closed. Thanks,Invoicing problem - no tax on items
When I edit the items that can be included on an invoice, one of them will not let me set a tax rate. Each time I set it to VAT, I come back and it still says no tax rate. See screenshot attached. Thankshow change my invoice address (not the customer's) from refer to my company to refer to my name?
how change my invoice address (not the customer's) from refer to my company to refer to my name?Invoice related credit-memo - Template
Dear Zoho Team! Do you have a hint where we can change the "template" for the invoice related credit-memos? Regards Patrickmay get refund... I paid for a whole year 150$ but I want mo-by-mo pay... well
may get refund... I paid for a whole year 150$ (zoho invoice) but I want mo-by-mo pay... well? payment is for all zoho services?Why aren't there column totals?
Why aren't there totals at the end of the columns?Printing Invoices
Hi, I'm trying to print about 50 invoices from my invoice account and it keeps creating PDFs. Anyway we can just make it print directly from our printer? ThanksNew comer needing a little help. Please
Hi,javascript:emoticon(':roll:') 1. I am having a little problem with our company logo appearing on my invoices, estimates, letters etc. But, they are displayed on my computer. HELP 2.I would like to print out all my invoices to clients & post them, but cannot find a facility to do so. HELP 3.Like the programme so far. ThanksZoho Invoice - Print Report?
Hi there, Quick question, is there a way to run a report and then print it? I know I can go to File > print in my browser but I just wasn't sure if there was a cleaner way to print off the reports, something similar to printing an invoice? Kindly, Kylereport options and print report
Reports could be more flexible allowing sorting by different fields, similar to reports allowed by zoho creator. also there should be a print report option.Category of items with API Invoice and site account
Hi, I have been coding Zoho API Invoice for quite sometime now and I really like the interface. However, there seem to be a missed logic interpretation regarding either the creation of items or finding an item. Idealistically, when an ItemID gets created on the fly over API, it is just a simple item. Although, what hasn't seem to be thought while building the relation entities are the categories of items. Normally, when creating an item, it is always reflects from one or multiple categories. ForIs there a way to process credit cards
Does zoho have a merchant account option where we can use a card scanner and process credit card payments for products sold? Will it work with Intuit payment processing?Futures Milestones
Hi All, You plan to publish the milestone of software updates : what and when?Invoice passes "Paid" Status to Creator
is there a way to pass a "paid" status to Creator from Invoice. If the customer has made a full or partial payment, can a custom variable be passed to a table in Creator?Tax per item
Hello, Is it possible to display in the PDF, the tax rate and amount for each item? Thank you. Laurentmay my customers' contact info transfer to Outlook 2010 or to android phone/tablet
may my customers' contact info transfer to Outlook 2010 or to android phone/tablet?Need example in PHP or Ruby for Invoices API
Hi guys, After reading the ZOHO API, I need some example in PHP or Ruby to start. I am trying to get invoices data. Do I need to get both API key and Ticket to get data (https://www.zoho.com/invoice/api/index.html) ? How do I pass in parameters ? for example -> https://invoice.zoho.com/api/items?apikey='blahblah'&ticket='moreblah' //get all active invoices Thanks muchcontact client data (clients invoiced) can transferred to outlook2010
contact client data (clients invoiced) can transferred to outlook2010?Payment term based on percentage
Hello, is there a way to have a payment term like: 20% on recepit 80% net 30 days thank you SimoneDisable Zoho Invoice integration with Google Apps Mail
How do we disable the zoho invoice integration with the google apps mail? It shows at the bottom of each email address we check. It would work well if it only applied to our accounting department. However, it applies to all users. Thanks!Charging nothing to a client?
I do pro bono work for a client. My accountant really wants me to keep track of how many hours I spend on this client's project (he's seen that sink other clients). Zoho, however, won't let me charge the client nothing. For now, I'm charging them a penny and never invoicing them, but that's really bugging me. Can we allow for charging nothing for a certain task or client?Changing current customer on an overdue invoice
I am trying to change a group of overdue invoices from "Company A" to 3 subgroup companies that were recently created (company 1, company 2, company 3). When I attempt to change the customer from "A" to "1", using the edit menu on the invoice, the ZOHO system claims that the changes were made but the invoice remains as Customer "A". Any thoughts on how to fix this issue?Tab through all fields when entering expenses
When entering a new expense I can tab through all fields except when I get to Billable. I tab to Billable, space bar to check the box, but then I can't tab to get to Customer Name to fill that in. Tab takes you to the submit button. It's very nice that I can tab through the rest of the fields for quick expense entry but I wish I could tab all the way through. Please make the Customer Name field accessible via tabbing from the Billable field. Thanks for you consideration. JimNext 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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