Undelivered Mail Returned to Sender
I am receiving an "Undelivered Mail Returned to Sender" when emailing an estimate to a client. I am able to copy and paste the email body & estimate PDF into my own email client and send that way. It appears to only be an issue when emailing from inside Zoho Invoice. Here is a copy of the returned message. I've obscured the client's email and domain to avoid spammers: This is a MIME-encapsulated message --q2R3tFjv013175.1332820515/resolver2.sv4.zoho.com The original message was received at Mon, 26mandatory field
Hello, I need to creat new articles, but without the price. i want to add the price every time. but this field is mandatory. how can i solve this? Thanks FrancescoI would like to create a price list
I would like to create a price list, and I've used an estimate to show the cost of my items. But, can I get rid of the total etc at the bottom. It's confusing to some customers.How can i set a Net 60 days for a payment term for a customer?
How can i set a Net 60 days for a payment term for a customer? I am aware it is not listed in the drop down list. Also, i am aware that i can add a custom late fee. i require a option where when i select a month, there should be a drop down menu to select how many months. Hence i can select 2 to achieve net 60 days. Please advise Thanks alot.Can expenses be tied to items?
I am a Zoho Invoice newbie. I own a billboard company and absolutely love the ability to automatically generate invoices and track payments. I am just exploring the Expenses module and was wondering if I could tie expenses to certain items? I currently have each billboard face setup as an item. It would be very beneficial if I could tie each board's electricity bill, maintenance items, lease payments, etc to a particular structure but I am struggling at how to do it. Any suggestions??Client specific prefix for Auto Increment
Is it possible to have client specific prefixes for auto increment? The auto increment number would be specific to the customer prefix rather than global order. e.g. (in order of creation, prefix in bold) joebloggs_005 tomjones_002 tomjones_003 joebloggs_006 tomjones_004 tomjones_005 etc Thanks TimHow is the New Plan an Upgrade
Hi, I had to switch to another company; how is the new plan an upgrade? You might as well just offer the professional plan! Thank you, Mario Stevenson, Master POC; Special Project Operations & Community Organizerprint report cuts off on pages
When I print my expense report part of each page is cut offCreate a delivery slip
Hello, I'm using zoho invoice and zoho CRM for my french company, and I would like to know if it's possible to generate (after the invoice) a delivery slip with all the invoice's informations? Many thanks in advance Alex DWrong label for "open" invoice in Spanish
Label for open invoices reads "abrir", which is the infinitive form of verb. Correct label should read "abierto", which is the adjective.how to add such non-rate charges like freight on top of subtotal to make up a complete invoice?
urgent!Need help to edit the invoice template - urgent
Hi, I am trying to edit one of the template in my zoho invoice account. All editing have been successful so far except from two issues. Before I can send the invoice out to my customers, I need to solve below two issues. I think you would be able to help me with just a few minutes assistance. Right now I am stuck and cannot solve it by myself. 1) Getting rid of the strange mark that is shown right below our company email address "billing(a)myjoice.jp" Looking at the code, I can track this mark toAutomatically apply a credit note to a recurring invoice. a
Hello, It the help documentation it shows that I can have a client's credit note automatically applied to a recurring invoice. But when I try to set this up, i can' t seem to find the check box that enables this. What am I missing? Thanks, ChuckLine item calculation
Hi, I need to add sum of %ItemAmount% and %TaxAmout% per item on invoice. Is it possible to use some calculation inside template? regards Urosresetting invoice number on new year beginning + grouping by year old invoices
Dear Zoho gurus, is there a chance to auto reset invoice number on the new year beginning? If yes, how that can be achieved. What's more, how could I group my old invoices (2011) under a folder or something like that. Now I have 2012 and 2011 invoices all together and that is a bit confusing for me. Any hint please? I am a paying member and I thought that Zoho Invoice could generate hitorical archives of old invoices automagically. Thank you very much for your precious help. FrancescoHow do I modify the Task Invoice Template for Zoho Projects ?
When I "Create invoice from Zoho Projects" and select "Task" as invoice type, I get the same invoice layout no matter which invoice template is actually default. Thank you, Kennyadvice for new user and new consultant
Hello, I am experienced in my field but very new to the business of consulting--recent layoff forced me to go it alone. I have been using Zoho Invoice for the past year and as my projects and client list grows I am questioning whether my project/invoicing "structure" is appropriate. I am looking for advice with respect to setting up Zoho Invoice projects for the long-term. Here is my situation: Scientific Consultant; currently one-man-show but looking to grow; multiple clients; a mix of definedTax breakup on the invoice
Invoices that I send to my customers has taxable as well as non-taxable line items. As per law in Maharashtra state, invoice is required to show subtotal of tax on taxable line items. Is this possible? For example, Line Item Rate Amount Item 1 400 400 Item 2 500 500 Subtotal 900 Tax (5%) 45 Item 3 300 300 TotalReports to pay Independent Contractors
Hi, I have to pay Independent Contractors for all their hours at the end of the month and I want to create an itemized report of their hours and the total to pay them. How do I do this? Thanks, MichelleStatement is not displaying properly
Hello, I'm testing Zoho invoice. I just tried sending a statement and the output is not clear and misaligned so some of the figures are missing. Please see attachment and advise. Thanks much! Revireoccuring jobs on invoice
Hi, I have the same schedule (more or less) every week. Is there any way to make the jobs duplicate each week without hand entering them each week? Thanks, MichelleReport of hours for Independent Contractors
I want to create a report to send to my Independent Contractors with an itemized list of their hours for the month with the total amount I am paying them. How do I create this? Thanks, MichelleAttachement to invoice e-mail
Hello, We love the feature of being able to e-mail a customer a invoice directly from the zoho portal. My question is, we need the ability to attach a contract and send it along with the invoice e-mail with out having to download the invoice as a pdf and then sending it from our own e-mail client. Is it possible to add an attachment and send it directly from zoho? ThanksAutomatically add attachment
Hi! I would like to have the functionality to automatically attach the disclaimer pdf. Now I can do this manually, but I don't always have the pdf with me and it would be easier if it is attached automatically. Could you add this to the InvoiceIntimation settings please? Thanks!Add a column to Invoice
I would like to know if there is a way to add acustom column to an invoice. I would like to add a shipping column and a tax column so I can enter a fixed amount for shipping and a fixed amount for tax per line per item Here is what I am looking for Qty Item unit Price shipping Tax Total ThanksWill we be able to invoice right out of google apps?
I see there is a way to go pull up a customers information, however what I'd love to do is be able to get an email, and then click to build an invoice from that customer and have it autopopulate customer data right form my google contacts. This may be pie in the sky, but that would solve a lot of customer data import nightmares I've been having.Can't add more thant 100 products in my invoice!
Hi everbody, Please, I can't add more than 100 products in my invoice or proforma? How can I change that! thanks!Show Additional Entry Sorting When Viewing "Time Tracking > Timesheet"
I'm sending invoices for the previous month's hours and I'm wishing for "Last Week, Last Month, Last Quarter, Last Year" viewing options in addition to the current "This Week, This Month, This Quarter, This Year" viewing options. Especially because I expect my clients and I to work together for indefinite periods of time.Employee Expenses
How can allow company employees to add their expenses to Zoho? that is an employee takes a customer to lunch and I want to enable them to submitt it as an expense claim and then track which employes made what claims??PDF invoices generated by custom templates are not properly displayed by gmail pdf preview
I tried creating several custom templates based on the classic template, and, even with minor modifications, the pdf generated and sent to a gmail cannot be properly opened in the gmail pdf preview. In the example attached, the content of the table that should display items, prices quantities and amount looks completely empty. Only the totals are there. Opening the pdf in acrobat however, shows everything. steps to replicate: 1) send the pdf attached to a gmail address 2) try to use the pdf previewSuggestions on Follow Up Notifications
I would like to be using Zoho Invoicing but would really like to have the ability schedule followup when a customer is inputed. We use Google Apps and would like to have the follow up notifications go to our Google Apps somehow... I really do not need the complexity of a full CRM and am trying to avoid going down that road. Are there any other options or combination of Zoho applications to make this happen easily? We are a small company now ~5 employees but really want to have the ability to scaleInclude some client's fields in the invoice export file to allow creation of by-country sales reports in excel
At the end of the year we would like to generate reports such as revenue by country revenue by sales rep revenue by state/province etc You could add these reports to the ones automatically generated in the report section but it would be even easier for you (and good enough for me) if I could create these reports by myself in excel using the invoice export csv file Since country, and province are fields of the customers database and sales rep is also associated at customer level and not invoice levelThe invoice is in open status hence, the disabled fields cannot be edited.
I used to be able to set the invoice to "active" add the retainer fee then still update items with in the active invoice. This morning I go to add qty's to a clients order and I can't make any changes, well except to the PO. Is this new? How do I disable this feature?Weird Pricing Structure
I'm still on the Free subscription, but no doubt in time I will need to upgrade as the business grows. But I have been looking over the Subscription Details again in my account settings and something seems weird/wrong. For the Free account I get Unlimited Customers (this is fantastic), and limited invoicing/estimates (fair enough). But when you start paying on the Standard subscription, the Unlimited Customers is cut back to 500. Huh? I can't say I have ever seen an upgrade in product with any servicePrice Quote Generator and Import Items Feature
Do you have anything that could enable me to use ZOHO as a product catalog for Request For Pricing notifications? Additionally, can we import multiple items into the database. R/Mike Crouse, MBA eBusinesscannot link my zoho invoice gmail contextual gadget to my zoho account
Urgent I have been trying since yesterday to associate my existing zoho invoice with my google apps account tuotempo.com. I have successfully added zoho invoice to my google apps account through the marketplace but, when I try using the gmail contextual gadget, a pop-up window appears and keep telling me: "Looks like you are logging into Zoho from Google for the first time. Please save any unsaved data in Zoho and click here to associate your Zoho ID with google." I click on the link provided,PAYPAL STANDARD -> PAYMENT -> ZOHO INVOICE -> INVOICE
I have a basic question about a possible function of Zoho Invoice: I have Paypal Standard on my website. I want my customers pay from here and the payment details will send to Zoho Invoice to make me the invoice. I don't want to send the invoice first and then make the payment. The process I would: WEB -> PAYPAL STANDARD -> PAYMENTS -> ZOHO INVOICE -> INVOICE Is this possible?Problems with email CC
Hi, we are not receiving the copy of the email from the system (invoice notification). It probably stopped working on last week. Is there any problem right now?It is possible to have discount / client
Hi, I want to set a discount not for product but for client. Example: I want to give to client X 10% discount for all products, for client Y 15% and for client W no discount. Do you think that it is possible? Do you like the idea?Invoices and Estimates settings available under Preferences
Hi, You may not find your 'Invoice or Estimate Settings' in Zoho Invoice. Do not panic. A centralized preference settings option is now available so you can set all your preferences at one go! Changes Made: 1. Invoice and Estimate sub-links are clubbed to a single 'Preference' point. Under Preferences you have several settings option available for invoices,estimates and credit notes. For more information, please refer to our Help Documentation. 2. For your convenience and to save time, you can saveNext 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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