Dealing with bad debts
Hello, I know that there is a work item on the TODO list to add a "bad debt" button, but is there a workaround? I want to close an invoice as "bad" so that it no longer appears on my list of outstanding invoices BUT I don't want the revenue from that invoice to appear in my "payments received" totals. Is there any way to do this at the moment before the addition of this new feature? Thanks! MarkImportant Features on Zoho Invoices
Good morning, We use Zoho Invoice with satisfaction, but there are some features that we really need. We need to know if they are planned or even if we can buy customization for us. 1) We need a lot more attributes for the Customers. We need to save the data bank of the customer, name of the account that follows them, Vat code, riba, rid for the authomatic transactions. 2) Example : We have a recurring invoice each 4 months. It 'important that in the invoices generated by recurring invoice is writtenNew features requested
Good morning, We use Zoho Invoice with satisfaction, but there are some features that we really need. We need to know if they planned or even if we can buy customization for us. 1) We need a lot more attributes for the Customer's database. We need to save the data bank of the customer, the name of his account, Vat code, riba, rid for automatic transaction. 2) Example : We have a recurring invoice each 4 months. It 'important that in the invoices generated by recurring invoice verrà scritto the relevantSend Zoho Invoice from a specific email address
Hi, I'm looking over the directions for sending an invoice to a customer on http://www.zoho.com/invoice/help/invoices/online-invoices1.html#sending-an-invoice-to-a-customer . I need clarification on the 'From' field for the invoice email. Does it allow you to set any 'From' email address or does it have to be from a @zoho.com email address? ThanksPayment "Thank You" - From Email Address
We have 2 users in our Zoho invoice account. When I click to send a payment thank you after recording a customer payment, it sends correctly from the email address that is in the organizational profile email field which is as expected. But when the other user does the same, it sends from his personal email id and not the email address listed in the organization profile. I do not see a setting to fix this. Please assist.Additional Fields
Hi, Just wondering if when I added additional fields in the invoicing section and open to generate a new invoice my addition fields show up for me to input information to go on my pdf invoice from my pc but when i try to generate an invoice from the phone app the addition fields dont show for me to put information into. Please help Dazzainvoices in alphabetical order
Not sure how it happened but at one point, all of my invoices were in alphabetical order by name and I liked it that way. It has since gone back by itself into a random order. Can I get it back that way?How do i customize my sale report ?
How do i customize my sale report ? Such add Customer Country , telephone etc ? thanks in advanceMore invoice notification, payment thank you templates needed
Hello, I wrote about a year ago requesting a feature that hasn't been implemented yet, despite the fact that someone told me it should be simple. I sell several different services. When I e-mail an invoice, I want the invoice notification e-mail to change depending on the invoice template I used. I also want the Payment thank you to change depending on the invoice template used. I hope this is clear! Thanks in advance for your consideration, JohnMass change of VAT field.
The Dutch VAT% has been changed from 19% to 21%; we need to change this fact in Zoho Invoice so that our items contain the correct VAT%. Unfortunately, by changing the VAT% in the (browser based) Zoho-sheet, the info isn't translated to the separate items. It's also not possible to "hard reset" the items and import the .csv-sheet from the browser based Zoho-excel doc, because Zoho Invoice will not allow us to delete all our items. Who can help us to mass change the VAT%? Thanks!Export all Invoices details . From day 1 to day 2
Hi, I need to export invoices details (articles, quantity , details): - from day 1 to day 2 . - created in the week - created today - created this month... Currently I can: - export the list of invoices of the selected period without any details. or - export all invoices created from the beginning with details (articles, quantity ,etc...) Please help. Welforpayment offline or bank deposit
Good day, They could tell me how to set the payment offline, as I am trying to configure the service invoice but I see that has an online payment gateway, and would like to set it when my clients payments made by bank deposit.Is there an API that facilitates import of Zoho CRM Accounts into Zoho Invoice
I need Zoho CRM and Zoho Invoice working in an integrated fashion. My requirement is custom and needs to be built on top of the integration already offered by ZOHO (Zoho Accounts import into Zoho Invoice via ZSC key and display of invoice within Zoho CRM). Moreover there is a custom payment gateway implementation that I have for payment collection for my invoices. Zoho CRM only recognizes invoices of customers that have been imported in Zoho Invoice from Zoho CRM via the ZSC Key. Because of the customIndia Service Tax
How can I add the individual components of Indian Service tax? I want three rows in the invoice, one each for Service Tax, Educational Cess and S & H Edu Cess .need to do my estimates but i need to right my cost and add markup in % it is possible ?
the estimate sheet you add a sale price but i need to right my cost and add markup it is possible to make this modification ? and i dont want to save a product i do the estimated in the same page if i save the product i dont want to add the price in each productError message when Zoho sends automated message to AOL emails with Zoho Invoice.
Here is the message: and it happens with all my AOL email clients just recently. has always worked before. This is a MIME-encapsulated message --q8JL4Lj6005090.1348089227/resolver2.sv4.zoho.com The original message was received at Wed, 19 Sep 2012 13:21:13 -0700 from [172.31.253.75] ----- The following addresses had permanent fatal errors ----- <xxxx@aol.com> ----- Transcript of session follows ----- 554 5.3.5 Local configuration error --q8JL4Lj6005090.1348089227/resolver2.sv4.zoho.comclosed invoices
After an invoice has been paid in full and closed, is there a way to remove it from the list so that the list isn't so long? In my business, I still need to see some of the Paid and Closed invoices but most of them I do not.website payments pro
Hi, Why doesn't zoho enable website payments pro? EricTax rounding issues in Zoho Books and Zoho Invoice
I work with both Zoho Books (for my own business) and Zoho Invoice (for a client), and the problem is consistent in both platforms. In some cases, rounded prices are proposed inclusive of tax. This can cause problems when working back to an amount exclusive of tax. E.g. I have a price of 55 EUR inclusive of tax (21%). No matter how many decimals I put in the price on line item level, I always end up with 1 cent too little or too much in the invoice total. I have a feeling that VAT is calculated onRendering Exceptions in time sheet overview
In the https://invoice.zoho.com/view/ZB_Main/ZB_Timesheet/ZB_TimesheetTableView_VWrapper the column with status shows .Rendering exceptions. on every line. Now I can't see which line is invoiced or not yet. Please fix or give work around."rendering exception" error
At the time sheet overview page (Rooster in Dutch) the Status list changed in "[Rendering exeptions]" on all items. So it's not possible to see if time spent is invoiced or not. Please repair or instruct!Invoice not woking
I can not invoice. Message says "please enter valid item" which I did from my drag down list???what means P.O.# in the default invoice i have created
what means P.O.# in the default invoice i have created?Automated Collection of funds
We are looking to see if Zoho invoices will monthly collect credit card and or ACH/ETF funds and then send out an invoice showing the amount collected ? We do not wish to leave it up to our customers to visit a web site to make payment as we are sure more than a few of our customers would fail to make payment, Note this is for monthly fixed cost items with customers that may have term contracts of 12 to 36 months BRWError Message When Creating Custom Template In Invoice
The HTML content of your custom template has been deleted, hence it cannot be saved When I hit Save, the form is deleted of all of my changes and then this message appears on the top of the page. I haven't done anything with the html, just used the Placeholders.Email Signature & Invoice Notification Logo
Hi, We need your assistance regarding the subject above. We wanted to put our logo on the Invoice notification and also in our signature. Is there a way to do this. Your assistance is highly appreciated. Thanks, JohnFinancial Year
How do i create financial year in Zoho Invoice. My Financial year is from April to March. How can i create invoice for each financial year in that. Currently all my invoices from last three years are displayed in my invoice list and that is creating confusing when filtering.Possible to exchange data with Magento?
I need to set up a Magento e-store and many of the products would be duplicates of what are in Zoho Invoice. Is there compatibility in certain areas, and if so, which? I thought I'd ask here first as it may prevent doing extra, unnecessary workwhere can i go to find patch notes for zoho invoice
i'd like to know where patch notes are kept so I can be made aware of changes made. also where a list of upcoming features is kept so I can know if certain features are planned to be added in the near future.Delete symbol does not appear in invoice editor
I am trying to follow these instructions. Please follow these steps to delete the discount column in templates: Click on Settings tab. Click on Invoice Templates under Invoice Settings. Click on edit link of the custom template you wish to modify. Click on 'x' symbol appears above when clicking the discount column in editor. Now Save the template and assign it to the invoices.No 'x' symbol appears. I have tried using both Chrome and Internet Explorer.i need help to delete duplicates in my zoho invoice
yesterday i try to import contact to my zoho crm and i made few duplicate i will like to fix that asap my work is been stop for that what can i doRe-open Closed Invoice
I mistakenly closed (recorded payment) on the wrong invoice for a client. How do I re-open that invoice to overdue again or open. Jeromedisplay expiration date on the list of recurring invoices
Would it be possible to display expiration date on the list of recurring invoices? It is very useful information - one needs to know at a glance when the recurring invoices are going to expire.New currency for Romania
Hi, if I want to add new currency in the currency code field there is no code for LEI - Romania. Will this be added anytime soon? CameliaOpenID IDP error
hello Zoho Support, my staff cannot get acces to invoice,.. they get the following error (see image below). My personal account is the only account that works to get access to Zoho Invoice why are all the other accounts not able to get access to Invoice who can help me, i've send 2 emails to support zoho, but nobody reply'sCannot resize input tables..at all.
Hi, I cannot resize any of my tables in my invoice. On the video it shows her selecting it so she can make it shorter, taller, thinner etc but I cannot do the same thing. I have tried Chrome and IE to no avail. Basically there is a massive gap between the bottom of customer details and the top of the details of the items purchased which even with 2 items purchased can force the invoice from 1 to now 2 pages (second page has 1 line of text on it!) The invoice template I use is the professional withCUSTOMER NAME
I GENERATED INVOICE BUT CUSTOMER NAME IS NOT COMING ON INVOICESZoho invoice - projects
Hello, I have the same project but for different customers. When I use the same 'projectname' an error is occuring. Could that be helped? Regards, MarcZoho CRM import/sync with Zoho Invoices
Trying to follow the instructions to import/sync data from CRM to Invoices and it doesn't seem to work. After entering e-mail and ZSC key it redirects me to the "Welcome to Zoho Invoice page with an error at the top of the page in pink that says: This link appears to be broken. Contact support@zohoinvoice.com for assistance.Customised reporting
I need a report containing the follow fields: Invoice# Bill To: Invoice Date Terms Due Date P.O.# Sub Total VAT (20%) Total Payment made Credits Applied Balance Due Does anyone know if this is available?Next 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
Most Discussed Topics
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
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
Zoho Books Resources
Zoho Projects Resources
Zoho Orchestly Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Zoho WorkDrive Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho Creator Resources
Zoho CRM Resources
Sticky Posts
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
Top Contributors
SELVAPRIYA V
Peo
NICOLAS SIGOUIN
Vishnu Praneeth
bigmountain