Shipping status management
Hi, In our business, we sale goods and materials. We need to know whether or not we processed our Clients orders (i.e to send order to warehouse, to ship the order, to deliver to solve issues , etc...). Please find attached a description of that fields defined as attributes of invoices (Shipping status and shipping comments) to be displayed in the invoice tab. Regards WelforUser rights
i would like to add a user, who when logs in, would see only Expenses part. I want him to add expenses only and not to see my invoices and other details. how can i do that?Zoho Invoice: How to create an invoice from time tracking?
I am using Zoho Invoice only (not Zoho Project). Within Zoho Invoice, I can track time. However, I have not found a way to add the tracked time into an invoice. I can add other cost (say some software I resell) to the invoice at the time I generate the invoice, but it seems not possible to add the time spent in a similar way. If there is a way, I haven't found it yet. Can you give me a hint? Thanks DanielLink expense to existing invoice?
Is it possible to simply link an expense to an existing invoice? Many times I have small expenses that I would like to hold and place on an existing larger invoice. Is this possible? If not, then a check box in the expense detail stating "previously invoiced" or a text field where we can place the invoice number manually would be nice. This way, I wouldn't have so many un-billed expenses and I wouldn't have to send multiple small invoices out to my customers.Recurring Invoice - PO / Reference #
Hi All, We use Zoho invoice for all our invoicing and think it's great. However one gripe: we use recurring invoices. We also use nicely formatted emails which include the PO/Reference field %ref%. But with recurring invoices, there is no way to populate this - even to say "Hosting Yearly Fees" so the end client gets an email (in the case of recurring invoices) saying "Ref: %ref%". This looks unprofessional and shoddy for an IT company such as ours. Surely an easy add-in to the recurring invoiceCustomer Statement Templates
Hi I know Credit Note Templates have been proposed but I would also like to see Customer Statement templates. Thanks GeneLacking MAJOR Functionality and Support
Any updates on any of our outstanding issues? There are SEVERAL. Any updates on this? This service is currently not an option for us because we are not able to enter in credit card details ourselves, then run the payments through Authorize.net within Invoice, CRM, Books. Our salespeople collect the payment information over the phone, so in order for this to work for us, we would need to be able to run payments from within Zoho Invoice/Books or Zoho CRM, and automatically run recurring monthly payments.Timesheet edit
Is there any way to edit a timesheet after the invoice has been generated? I need to make corrections and issue a new invoice.How do I find the invoiceID?
my invoices are created using the proper code in Zoho Creator. I want to do some additional stuff with the invoices as shown here: https://help.creator.zoho.com/Get-Invoice-Info.html but i do not know where to find the InvoiceID (which are auto-generated [im not passing a custom variable through]). How would I use the link above without first knowing the InvoiceID?How do I delete a customer
How do I delete a customer from the new invoice customer list ? I could not figure it out and had to create another duplicate then found out the address I need to mail to was different on the other two I created so I need to delete them and create a new one I dont need three of the same company, thanks for the help .How do I mark time as billed in timesheet
How do I mark time as billed? Right now all my time in the time tracking system say unbilled, even though I've already sent out a bill for most of the time. There are no invoices for my project in the project view) even though I created an invoice and marked it as open (in the invoice view). Is this part of the problem It's like the invoice and time tracker are not connected. ThanksWhat does this message mean in zoho invoice?
I tried to change an invoice to "open" (which I assume means that you have sent a bill), but I get this message: "Only status of draft invoices can be changed to open. Are you sure you want to continue?" What does this message mean? Perhaps an invoice a draft until you make it open?Terms and conditions
This may be a basic question but it is driving me nuts There appears to be a field that inserts standard blurb when it sees %TermsAndCondition% There must be a place where I can change the text in this field does anybody know where this is? I have looked on here but can't seem to find the answer I am looking for DaleReports about VAT
Hello, I'm farely new to Zoho and I had a question, that would help me decide if I should make the switch or not. My company is French based, and we would like to have reports concerning the invoices without taxes. Let me show you an example in order for you to understand me better : I invoice a client 5 yearly licences. Each is worth 1000€. And there is a VAT on this article of 19.6%. The invoice amount is then 5980€. In my report I'd like to see that this client, during first semester, payed meInvoice Numbers
I have been using the "recurring invoice" function in Zoho Invoice for a few months now. Last month my automatically generated invoices started skipping even numbers for some reason? I started my first recurring invoice with INV1000 and they stayed consecutive until INV1023. Now, for some reason they skip all even numbers?? How could this have been changed and how do I fix it?Unbilled Hours
I use a few basic Projects within Zoho Invoice. I have created an invoice for a 25 hour project and mailed the invoice...it's one line item for the entire project. Is there a way to set the "Billed Hours" to 25 so that I know I've already invoiced the client for the full project? Otherwise the time tracking screen implies that every amount of time I apply to the project is unbilled. Thanks!Re-import account from zoho crm with personalized field
I created a personalized field ("CIF") in accounts, but then when i re-import from zoho crm to zoho invoice i can't take the personalized field. Can i import the personalized field?Overdue Invoices
I have a customer that is about 30 days late on a monthly recurring invoice ($275). His next recurring invoice ($275) is to go out tomorrow. Will tomorrow's invoice have the overdue amount included on it also ($550), or will it only be the amount due for this invoice ($275)? If not, is there a way to automatically include a late invoice amount (one that has not been recorded) on the next recurring invoice to go out?Import Googleapps Contacts by Groups
Hi I am sure this has been reported or suggested before. The GoogleApps import contact features is great. But needs to be able to organise by selecting which groups you want to import. The way it's currently designed makes you click through your whole contacts database individually clicking which want you want to import which is unworkable with 1000's of contacts.. Thanks EuGinnumbers exported as text
Hi, When I export my invoice list, all the numeric fields are stored as text. This means I can't use formulas etc, to work on the sheet. i seem to be unable to bulk change the fields to number (or currency). how can i make this work? thx, JShowing item cost as a percentage
Hi We want to show an item cost as a percentage. As a real estate agent we collect rent for our clients. We then bill our fees (item) as a percentage of the monthly rent we collect. So for example we collect £1000.00 rent. We bill (item) 10% of the rent we collect. i.e. £100.00 So we want to show our item costs £100.00 But of course we also have rents we collect for all kinds of different amounts calculated at 10%. How can we best show this fee as an item in each invoice? Thanks GeneI need to bill weekly services, at Month end.
Greetings, I perform service weekly, but bill Monthly. How can I record weekly service, and then bill all, at end of Month on one invoice, using mobile app?Credit Notes
Can anyone explain how the Credit Note function works in Zoho Invoice? I recieved an early monthly payment from a customer before their monthly Recurring Invoice was emailed out. I entered this early payment as a Credit Note to that Customer when I received it. I was thinking that when their invoice was generated, it would see that a credit had been issued to their account and give it a zero balance. However, the invoice went out with the normal monthly amount due?? Why didn't Zoho Invoice seeRecurring Invoices not been Sent
Few days ago I setup 5 Recurring Invoices to be sent on April 15, 2012. Is April 16 and they haven't go out yet or even generated. I already changed the option to send the invoices directly to the customer and that didn't do anything.Problem in sorting by autogenerated invoice number
Hi, we are adopting the following numbering scheme: 2012-0001 2012-0002 etc Unfortunately, when we create the invoice, this is saved as 2012-1, 2012-2 etc in other words the leading zeros are ignored. This obviously generates a sorting issue, e.g: 2012-2 is considered higher than 2012-11 and so on Oddly enough, when we are creating a new invoice, the invoice# in the field of the invoice creation form seem to be correct (the leading zeros are still there). it is only after the invoice is created andIf Else formula in CRM Custom Field
Hi I have various billing options for customers, eg 50%, 30% etc of total cost. The percentage field is entered by user. In the invoice, I need to display this text: Billing ${Invoices.Billing Percentage} of Package Total : $XX amount But if percentage is entered as 100%, then the text should only display "Billing Total" How should I write my formula? ThanksHow to Take a online Payment for Invoice sent manually ??eg a Hard copy Invoice Posted to Client?
Hi, Could anyone advise me if i am sending a Hard copy invoice to customer, how can customer go online and make a payment?? Thanks, AmitHow about Zoho Mobile Invoice?
For users that use the Iphone or a windows Mobile based phone? All the same features of the online version tied to a iphone or windows phone? Any plans for that?Combine expense items
I wanted to combine several expense items, and bill those items to a customer in a combined invoice.... is this possible?Staff expenses/revenue by staff
We are a company who provide regular services and where each staff have got assigned regular clients with various rates. Some of them got more clients than others, therefore we need to be able to see report revenue by staff and staff expenses to be able to work out their salaries very quickly. All this as well as being able to assign customers to specific staff is possible to do in Freshbooks but they are missing some other nice features you got which we like therefore we are still trying to decide.Purchase Orders
Are there any plans to create a Purchase Order tool? We have made modifications to the Invoice tool to accomodate Purchase Orders, but it would be nice to have just a Purchase Order tool. Thanks!Zoho for Law Firm
Dear Forum, I am curious as to anyone that has used Zoho for their law firm. We have several attorneys and supporting staff. I need software that can track billing and immediately incorporate the billing into an invoice. If someone has used it, what different Zoho products have you used? Thank you and much obliged ! PaulLink Invoice to Calendar? using for Lawn Business
Trying to find out if I can use this for my lawn company. Ideally, I would like Invoicing and Expenses on ZOHO Invoicing but lacking the scheduling portion. Is there any way to link this ZOHO Invoicing to my Gmail or Zoho Invoicing? I love everything about this except this feature. May exist but I can not figure it out. Also, I am sure there is no way to link this with my bank account is there???Cost of sales
Dear All I am an user of Zoho invoice very useful to send my invoices to clients as revenues. Is there any possibilty to register/follow invoices of my suppliers as cost of sales Thanks for your suggestionsUser permissions
Dear all, I need more than three kind of users. In Invoices, I need user who can make Invoices only (disable payment make/edit/delete) and disable Recurring (make/edit/delete). When are you going to create new updates about user permissions? Best regards, SladjanDrill-downs
Hi, I would like to propose that you add the ability to drill down into a statement, ie the invoice numbers on a statement should link to the actual invoice. Also on screens like the customer details screen where you have the types of invoices listed at the bottom eg Open, Closed and Overdue should drill down to the actual list of invoices associated, and that list should also then drill-down to the actual invoice screen. Thanks, igloonautZoho invoice and credit note with API
Hi, I want to use your API to create "credit-notes" from my web application to my Zoho invoice account, but I didn't found any documentation to do that into the API guide. Can you tell me if it's possible and how can I do what I want ? Thank youI need to customize what users see.
I need to customize what users see. I wish they could just put the bills. You can do this customization? how much it costs?Infusionsoft
Can zoho invoices and zoho reports be merged with Infusionsoft API.Default payment option
Will Zoho Invoice be getting an option at some stage to set the default payment option? few of my customers pay cash, in fact, most pay by transfer. it would be great if it could be set to default to that or another option.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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