Page number in invoices (PDF)
Hello Zoho, is there any possibility to add page numbers in multi page invoices when generating a PDF file? Generally it would be greate if there were a possibility to add a kind of a "footer" element in the invoice template, which appears on every page in the generated PDF file. Regards, Alfred
Invoice API create customer - response on duplicate
When trying to create an already existing customer (customer name), the API returns a Code = 1001 and Message = The customer "xxxxx" already exists. Please specify a different name. I think it would be very interesting for the API to send out also the customerID of the already existing customer, with no further need to make a new 'find a customer' API search call based on the customer name to retieve the customerID.
How to import invoices with multiple taxes
I need to import invocies generated before switching to Zoho Invoice. My invoices show 2 taxes (Federal and provincial taxes). In the provided samle of csv files, we can see 2 taxes (tax1 and Tax2). However, when I run the invoice import wizard, I am only able to map Tax1. Could you please help me with that ? Thanks
Zoho Invoice: A complete tutorial
Hi everyone, Having an invoicing tool that takes care of your estimates, invoices, expenses, payments, and more can really simplify the life of a freelancer or a small business owner! Zoho Invoice is a powerful invoicing platform that helps you craft
Report showing discounts from invoices?
I've gone through all of the reports in Zoho Invoice and searched the forums for possible answers, but have not found a way to see all of the discounts that I have issued clients. Is there a way to see the discounts without going into every invoice and manually viewing each one individually? Ideally, I would like to be able to generate a report similar to "sales by item/customer" that would show the discounts given on all invoices for a given date range could be grouped by either item or customer.
What's New this March 2022 in Zoho Invoice?
Hello, everyone! Zoho Invoice gets regularly updated with features that help you simplify business invoicing. Here's a round-up of what's new this March: Integrate With QuickBooks Online (US and UK Editions) If you’re using QuickBooks Online for accounting
Mandatory compliance with anti-fraud law in France
Hi guys, as of January 2018, all French companies are obliged to only use software that is compliant with their new law against tax fraud. Can you let me know whether Zoho is compliant? I have attached a document that describes this. Thanks!
Updating Contact API
Hello, I am trying to update a contact created with the API. The creation works fine but a simple update of the currency or company name doesn't work i get { "code": 57, "message": "You are not authorized to perform this operation" } I verified the scope
Prompted to upgrade to a paid plan?
While I attempt to create an invoice for a new customer of mine, I receive an error stating that I need to upgrade to a paid plan for more than five customers. Is this a glitch? I thought there were no hidden fees and this was free forever? Please
I cannot access my ZOHO invoice account.
I changed the monthly plan and suddenly locked out from my account. All data are remaining in that account. Need help immediately.
No payment link/option when viewing invoice online
I have sent out several invoices via email, as I have been doing for years, and when the customer clicks on the payment link the invoice displays but has no option to pay the invoice. I've verified the payment gateway (PayPal) is setup. I've reset the
How do I revert to the old version of Zoho Invoice
Hi, When I last logged into Zoho Invoice, I was presented with an option to move to a new version. However no-where did it tell me that I would now be sending adverts for Zoho every time I sent an Invoice. How do I revert to the old version where my Invoice
How to change the e-mail/user ID sent from the invoice
Hello, I'm trying to change the E-mail ID that displays when I send invoices to my clients. I would like it to be the company name rather than my name. I tried going under change E-mail ID and I changed the primary e-mail and edited my display name/nick name however this did not update my ID. Please help. Regards, Revi
Multiple Terms and Conditions
is it possible to have different terms and conditions for each invoice template in Zoho Invoice? I need to invoice customers with different terms and conditions than the invoices that go to my suppliers. Thanks!
How can I get invoices into Quickbooks
We've been using Zoho Invoice now for just under a year, and overall I really like it. That said, our accountant insists that we keep using Quickbooks for our business operations because Zoho Invoice is only an invoicing app. We looked at Zoho Books, but it's not even close to meeting our feature requirements. There must be a way of somehow generating a report in Zoho Invoice, then somehow importing the invoices into Quickbooks. I can't believe I'm the only person that needs to do this. Does anyone
Zoho Invoice and QuickBooks Online Integration
Hi everyone, Today, small business owners often find it difficult to manage their accounting and invoicing in one place. Zoho Invoice's integration with QuickBooks Online can help you account for all the sales transactions automatically and simplify your
Exporting Zoho Invoices into Quickbooks
Is the a way to export Zoho Invoices into Quickbooks or other accounting software? SmallBiz Online 360° http://smallbizonline360.wiki.zoho.com
Stripe and Bitcoin
Hello, I just added my Stripe account to my "Zoho Invoice" account. Stripe allows you to receive payments by Bitcoin. How to accept the Bitcoin with integration? Thank you
How to create a negative invoice
This message appear when I want to create a negative invoice. "An invoice can be created only when the total amount is greater than zero." Why I can not create a negative invoice for my customer that wants me to pay a comission for his services? TY
Add Payment Status to Expenses
Hello developers, I would like to request an important feature: Add the expense payment status. - Paid - Not Paid For example. It's possible?
How to add field "Original" on invoices, according bulgarian law?
Hello, I am using since 2 months the zoho invoice, everything works so far well - automatic invoice e-mail sending, etc. etc. So far I really love the software and it is the best one I ever used. Unfortunately there is one problem I still found no solution
Portal invice no password?
whenever i create a new customer, and/or send the portal invite they get an empty password field. So they cant logon. I have told them to click reset/forgotten password but surely the invite should include a password?
How do you create a packing slip
Invoices are great, but how do you create a packing slip for that invoice?
Streamline your Client Collaboration
Hello everyone, When it comes to invoices and payments, the biggest blessing for a client is to track them all in one place and stay organized. Fortunately, Zoho Invoice makes this possible through its interactive 'Client Portal' feature. If you aren't
Can I archive an invoice without deleting it
Hi, I am wanting to move my paid & fulfilled invoices to archive so I can separate out the ones with items not sent & those that are fulfilled. Thank you.
Zoho Support taking too long to resolve invoicing issue
I've been waiting for a problem to be fixed with my invoices. I reported the error 2 weeks ago and still waiting for a response. In the meantime I cannot send the invoice I need, which means I'm not getting paid. Not good when you're self-employed. Please
Dispatch From - Not getting displayed in Invoice
Dear Sirs I am unable to see the "Dispatch From" details selected when creating an Invoice, to be displayed in the Template. I do not find any option in the template configuration to display the same.
"You have crossed the maximum number of contact persons that can be added."
One of my clients has changed her email address but I need to add her new email address to the "Email to" at the bottom of the invoice page. But when I tried to add her new details to the "+ Add New" I get the following message: "You have crossed the
Monthly Retainer Invoice with task and hour list
I'm about to start a monthly retainer engagement with one of my clients. I'm going to charge the monthly retainer fee, and would like to list the hours for each task, which should not accompany with the hourly rate. I have 2 issues formatting the invoice,
I need to create a branch, Zoho Support team cannot find answers
Hello Since I subscribed to Zoho, I have not been able to use it due to internal system issues in building the app, that even support team cannot solve these issues for about a month now. I feel I am wasting my time and money with Zoho :( I am a subscriber
Zoho Invoice's 2021 All Wrapped Up
Does Zoho Invoice has Chat support ??
Does Zoho Invoice has Chat support ?? Becuase i couldn't find ... Let me know if there is.. Thank you, Sidhant A.
Payments diagram in mobile app
Hello. I like your service very much. It is probably on the the best sofwware for invoicing I have ever seen. Moreover, I think that Zoho Invoivce is the most advanced from the user experience perspective among other Zoho App. But there is one UX thing
Zoho and WHM/Cpanel
Is there any way to get Zoho (particularly Invoice) to play nicely with WHM/Cpanel? It would be great if they all worked together. I'd like to be able to administer my WHM from Zoho as well as handle billing etc. As I currently run a hosting company,
Pay with stripe button doesn't do anything
I have my Zoho account linked with Stripe, but when I create a PDF invoice, at the bottom it says "Pay with credit card using Stripe" and there's an image of a little payment button, but in the PDF that button is just a picture, and clicking it doesn't do anything. I had this working at one point because I had a client pay via stripe, but now it's not doing anything. I tried switching invoice templates and double checked the integration between zoho and stripe, and I can't get it working. Anyone
Why the API pages are Forbidden ?
403 Forbidden We can't use anymore this API ? What is the restriction with the free version of Zoho Invoice? Are you plan to do FacturX with PDF/A3 for the french government ?
Customer-specific default Payment Mode
I have been able to set a global default for the Payment Mode (e.g. cash, cheque, credit card) when recording payments in Zoho Invoice via "+ Configure Payment Mode" in the Payment Mode drop-down when entering a new payment. I would like to be able to
Attaching External Images to Invoice Templates
I have built a template that uses external images (stored on http servers) to display really good looking invoices. In the browser the images show up fine in the template. (<img src="http://xxxxx.com/images/invoice.jpg">) but when it prints to PDF, the only image that shows is the LOGO image that was set in the settings. Is there a way to get your PDF builder for ZOHO INVOICE (AND ZOHO CRM) to include external images in the Invoice?
Problem with taxes in retainer invoices
Hello. I have a problem making retainer invoices in Spain. I issue a retainer invoice with taxes included. Then I apply that retainer invoice to a total commercial invoice. However, according to Spanish law, you should only deduct the total amount of
Problem zoho invoice in crm
Good morning i have an integration between zoho invoice and zoho crm but when i import quotes and invoice in a contact zoho crm i can see the link but when i'm going out from the page and i come back to the page i lose the link of zoho invoice. I have another problem i can not import the invoice and quotes in zoho crm potential client is not possible to see the link also here in the potential? thank you Simone
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