Configurable columns in Overview of Invoice and Quote
Would be very handy to configure the Overview of Invoice and Quotes with other "Column" information as well for example user defined columns ...Payments Received with Paypal are not editable
When we receive a payment through paypal, Zoho Invoice does not allow us to update that payment. Since zoho does not automatically update currency conversion rates, this means that when we receive a paypal payment we have no way to enter the currency conversion rate applicable on that date. Zoho invoice automatically assumes it to be the same as on the invoice. Is this not a bug? Has somebody else noticed this as well? Thanks, PrabhashZoho Invoice, sub category option to track Expences in specific projects within the organisation ?
My question is, how can I add specific stand alone projects under subscribed organisations, I am in the construction industry and I need to separated Expences for each project so that I can track and analys each project with its own income and expenditure, also I need to also have some kind of drop down menu to select the account certain Expences have been paid from. Is all this possible or not? And if it is x how and what do I do. You're assistance would be greatly appreciate. Thx NedImport .xls or .xlsx
Zoho Invoice exports to .xls but it can not import .xls!? Why?"Save" & "Cancel" buttons at top of "Edit Invoice" page
A quick suggestion: I think it would be great to have save and cancel buttons at the top of the Edit Invoice form, as well as at the bottom. Nearly of the info that needs to be entered/edited on a regular basis is at or near the top of the form, not the bottom, so it would be very convenient to have save and cancel buttons up there, instead of having to scroll all the way down past the paypal/google info and the customer notes and T&C info just to get to the buttons. I know a little scrolling isZoho Invoice sync with Multicurrency Zoho CRM
Dear team, I have the multicurrency enabled with Zoho CRM. I have also activated since a while the sync between Zoho Invoice and Zoho CRM to pull out the clients. I have setup the currencies in Zoho Invoice and in Zoho CRM. I have chosen some different currencies for my customers in Zoho CRM. However, when I perform the sync, I see that this currency information is not part of the shared data. I need to modify again the currency in Zoho Invoice. Could you please sync the currency between the 2 products?Export Invoices Produces an Error
When I try to export invoices in either format I get the following error page: This webpage is not found No webpage was found for the web address: https://invoice.zoho.com/zohobooks/ExportAction.do?operationType=export&fileType=2&entityID=20 Error 6 (net::ERR_FILE_NOT_FOUND): The file or directory could not be found. I get this error in Firefox, Chrome and Internet Explorer.Inventory control
I read on the forums that Zoho was working on inventory control for the invoice app about 3 years ago. What has happened to it? Will it ever be added?TAX calculation based on actual price not the rounded price
Hi, We can see that when we use Zoho API to generate invoice, it does not calculate tax on the actual price of the item. Rather, it calculates tax on the rounded price. This creates an issue for us. Here is the example. Say, there is 10% tax and the actual price of the item is 54.54545 AUD. What happens here, Invoice shows Price (actual) Price(rounded) Item 54.54545 54.55 TAXZoho Invoice - Calculate tax on rounded Price issue
I have product with price $60.00 including 10% tax. So, I set Tax = GST = 10% in settings. What price should I have to pass to Create Invoice API to get invoice with Total amount $60? If I pass $54.55 then Zoho calculate total price $60.01 and when I pass 54.54 then Zoho calculate total price $59.99, so I am not getting right invoice with total amount $60.00. I found that Why Zoho calculate tax on rounded price instead of calculate tax on price and then round it? Why there is not any option to passneed place holder for pending invoices
HI, Is there any option for place holders, like old due, corrent invoice balance, total due(adding former two will give total due) and for this total due place holder for paypal linkPayment reminder - %OverdueDays% is possible, but what about due days?
Does %OverdueDays% act as due days when sending a reminder for an open invoice? If not, would it be possible to have a %DueDays% tag? Thanks.Import Function
Trying to import estimates and invoice that I've saved and downloaded from a user id that was in use prior to switching over to Google Apps. Keep getting a message: Import is not possible at the moment. Please try it again later. Sorry for the inconvenience.Reverting Open invoice to Draft
I accidently converted a draft invoice to open, and can't determine how to change it back (in the event that it throws my reporting off of how long invoices are open)Sort order of Tasks
Using time records, adding tasks to a project, the tasks appear in the order they are entered rather than sorted into alpha order, which makes it hard to find related tasks, for example Programming: Coding Programming: Design Programming: Testing would make sense to follow each other, rather than being scattered around the task list. Is it possible to re-order or sort tasks?Search in Recurring Invoices
Hi Zoho team, You do a good job. And I will like you even more if you enable the possibility to search within Recurring invoices just from the search line in the top right corner. Thanks in advance. Regards, AndreyCan i Change the status of invoice after recording full payment?
if the customer is paying advance payment for the product that i invoice so how can i find that pending order because it is showing closed in the report or in the invoice page ? A little thing should be implemented in this application and it is delivery status, after completing the invoice and payment there should be a option for delivery .standard vs business payments
What is the difference between standard vs business payments? Why is it that only the business payments have the 50 cent pricing? Raysign in as administor but then reverts to staff
I am signing in as the administor but as I am scrolling through the screen suddenly changes to one of the staff users. Also I have just written two invoices today but they are not showing on my screen (however the new contact details have been saved). HELP!!cancel queued snail mail invoices
In trying to snail mail invoices last night I received emails stating they could not be processed at that time due to internal problems. I HAVE to get these invoices out ASAP so will be printing them and mailing them myself. Meanwhile, I don't want clients to receive a second, identical invoice. Any suggestions on how to cancel queued invoices? Also, this isn't the first time I've had problems with snail mail. Need help. Thanks, Trudy HiblerImport Quickbook customers in Zoho Invoice
What is the easiest (and best way) to export Quickbook customers and import them into Zoho Invoice? I tried exporting QB but the file had the contact and bill to as a single field? Also I see no option to import phone #? Can it be done with CSV and if not could I use Zoho CRM to sync up contacts then move them to invoice. I do not wish to subscribe to Zoho CRM just use it long enough to get the contacts as it seems to have better QB integration? Thanks, -DanePayment Thank-You Question
Hello, When a client sends one payment covering say 3 Invoices we now find it easier to record these by clicking on "CUSTOMERS" then "RECORD PAYMENT" This way we don't have to bring up each Invoice plus the client only receives one "Thank You" email. The problem is how do we get the thank you email to include more than one invoice number when our thank you email reads like the following: Dear %FirstName%, This is just a courtesy email to let you know that we have now received your remittance againstQuarterly Recurring Invoice
Hi Please can I put in a request for a Quarterly recurring invoice option which is currently missing from the option list. It has monthly, yearly recurring but should also have Quarterly. Thanks GeneHow do I prevent other users on my invoicing system from seeing invoices generated by the admin user?
I have just about recently started using Zoho invoice but I am really disappointed to note that all users have access to other invoice information/ payment / client details. Is there a way to restrict users from accessing admin generated customers/ invoices etc? If there is none, I will be forced to pay for 2 accounts instead of combining invoicing into a single account.How can I import Zoho Books invoice to Zoho Invoice to use the new Zoho Invoice Android app ? Only way export/import csv file ?
Is the only way the export/import function of Zoho Books and Zoho Invoice ? My invoice template in Zoho Books is heavy customized.Inventory Management, Group taxes | Print PDF
Hello I have 2 problems: 1) I need Inventory Management and Group taxes. Zoho Invoice supports group taxes but no inventory management and Zoho CRM supports inventory management but no group taxes. --> Please add a simple field by Zoho Invoice with products QTY. 2) I need to print all invoices. --> Please add button that marked invoices should be converted in one big PDF file. ThanksChange column
Hi guys, We run an executive travel business and the 1st column in our invoices is a 'Date' column and not an 'Item'. Is it possible to reconfigure the 1st column with a date rather than an item? I'm a ZOHO virgin so any assistance would be welcome. Many thanks, MattAdd Expense Category in Zoho Invoice Android App
Hello! Our development team have once again got some wonderful news for Zoho Invoice android app users who spend a lot of time recording expenses. You don't have to turn to the web app anymore just to add an expense category. You can do it right from your android app! You can add, edit or delete the expense category. Didn't I say it was wonderful :) Read more about it on our blog. The latest version of Zoho Invoice android app (1.6.2) is up for you to download in the Google Play. For those of youIs it possible to add a non-user staff member for time tracking
I want to be able to track each individual staff member's time contribution in a project on Zoho Invoice, but I have no interest in making them users - this is strictly data collection for my use in determining staffing needs. Is there a way to add staff for time tracking without adding new users? I've gone through everything I can think of... I'm hoping the answer is right in front of me. Thank you!Zoho custom quote to order confirmation to Invoice
I have loaded our leads contacts into ZOHO CRM with email add on. The CRM part is great to accumulate all interaction with leads which then purchase and become contacts to seel to again in future. Now i need to convert our filemaker pro templates to the invoice and Sales order Zoho system. How can I make a customer template as refined as Filemaker pro in Zoho? DAve 914-523-9978%TaxName% and %TaxValue% are empty
I just sent an email to support but just now noticed the New Topic button so I will post here as well. We think we have decided to go with Zoho Invoice and have spend DAYS customizing an Invoice and it's just about there except suddenly %TaxName% and %TaxValue% are empty. The variable is replaced with nothing. All the other place holders work fine in this invoice and %TaxName% and %TaxValue% work fine in other templates just not in the final version of the template. I've deleted and re-added, I'veExporting into Excel
When I export from zoho invoicing into excel i get €1,756.45 turns into €1.756,45 how can i change the settings for this ?customer catagories
Hi guys, i have a small business and have played around with zoho invoice, with the hope of switching over - as i liked the android compatibly (i.e. i can invoice from my mobile phone) the software has a very clean layout, is simple to use and has some great features. there are a few things though ive noticed, which are standard in other software and i find really usefull, and sure other business would too, that are missing in zoho invoice. i have listed them below. please let me know if any areAutomatic late fees are incorrect
I added an auto invoice due on the 10th. I received the payment on the 8th, but didnt' enter it until the 12th. I entered the payment details correctly indicating it was received on the 8th, but the system still applied a late fee. How do I correct this?auto bcc contact for every invoice/estimate sent
Hi Is there a way I could automatically bcc an email address with every invoice or estimate sent via zoho invoices?What is a P.O#?
Can someone tell me what the P.O# number is or stands fora and how to utilize it? Thanks KitZoho Invoice - Thank You Payment Email Template - Placeholders not working?
Hi Do the place holders for Billing Address work with a Payment Thankyou Email template? For some reason these place holders don't seem to be translating into their respective values: %CustomerBAddress% %CustomerCFValue1% %CustomerBAddress% %CustomerBCity% %CustomerBCode% Thanks Genepayment gateway setup and saved - but still get warning that I need to set it up
I have setup a PayPal standard payment gateway. I have an invoice ready to go and I still get the warning at top that says the gateway needs to be setup? Why? How do I get the system to see that I have a payment method setup? RickAmount entered is more than the balance due
In real case, client may pay more than the balance due. Can it allow to do so and the extra amount record in the balance for next open balance?Snail Mail not working
Has anyone else noticed for the last 4 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 several times - they seem to have no idea. Zoho support could be one of the worst i've ever seen.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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