Adding a reference ID to expenses on Zoho invoice
Is there any way you can add a reference number field for when you submit an expense on zoho invoice. The other option being creating our own in either the Notes/Reference field however this isn't ideal.Paypal integration
Hi I have tried submitting a support request but i am unsure on whether it has actually submitted because when i click submit it just clears the form. Could someone confirm if this is normal or if it has been received? Failing that - my questions were: 1) I note that you can set an automated email for new payments. On our site we have several subscriptions, is it possible to assign rules that allow different automated emails to be sent to customers depending on which paypal button they sign up with?CANCEL PAYMENT
Hi, unfortunately we set a payment for an invoice that actually was not paid. how can we restore it and leave that invoice "open"? Thx,two BUGs - crediting credits
I have an open invoice for $20. I then create a payment towards the invoice of $40. It won't let me save it at all (it tells me the payment is more than what the invoice is) So I am forced to change it to $20. Then I edit the payment and change the amount from $20 to $40. Then is says something like: "$40 is more than $20, would you like to record the extra $20 recorded as a credit?" And I say YES! two bugs: 1) I should be allowed to enter $40 when recording a payment, and should get the nice littleEstimate automatic number with problem when cloned
Hi. Today i try to clone an estimate and when i finished some changes and click on SAVE, system ask me to input a Estimate number. It is automatically when i add a new estimate, but some bug happening when i do it on a cloned estimate. Could you guys take a look, please? Thank youtime sheet invoice
i created a time sheet invoice by importing a document already created how do i now add a submit button so it gets sent to an email addresspay annual zoho invoice
Hi, How do I go about paying for annual basic plan? Regards Grahamrecurring expenses?
Hi. I like the new Expenses feature, but I'd like to request a recurring expense option. Most of my expenses are recurring monthly charges. Would at least be nice to be able to duplicate an expense and simply add a new date. Thanks, JillSnail Mail Error
I've tried to invoice my customers with snail mail invoices. Some of them have been sent, but the majority of them have failed with an error. I tried to resend a few of them and get the same error. I called you guys back when the error happened and also sent a few emails. I have been told that it would be looked at and fixed. Well it hasn't been fixed and no one has contacted me about the issue since then. The invoices are due soon, and no one knows about them cause they never been mailed by you.Rounding off
Hello Support, I don't know if this should be posted as a bug, or as a requested feature. so therefore, i just posting it in the general area.. I'm using the muli-currency feature of Zoho Invoice, namely EURU's and US Dollars. My basic currency is euros, so therefore, i have to register all my invoices in euro's, and zoho will convert it to us dollars, for the client automattically.. When doing an invoice, i would normaly use the daily currency received from an internet currency exchange site, mostlynot a zoho invoice issue but another solution needed
i am looking for a inventory management system, does zoho offer anything for inventory management??Authorize.Net logo on invoice
I'm using Authorize.net for the payment gateway. Is there a way to put their logo on the Invoice and/or include it on the email. Herb WexlerBalancing & Reports
Why do all reports and invoicing show - for positive balances and negative balances don't show - This throws me and my organization off when looking at reports and they show - (negative) balances when in fact it looks like those are positive balances??Changing invoice letter size and layout
How can I change invoice letter size....and layout?....I can`t find it........Thanks!!!How to insert "Payment for Month of" into recurring invoice
Hi .. I've set up a recurring invoice for a few clients to bill them monthly. The challenge I've got is that I've gotta manually insert the payment month in the Description of the invoice .. it's not a big thing but .. would really really like to automate that in case I missed out. Thanks in advanceOutages
Is there a problem accessing ZoHo in the USA? I cannot seem to get to the website to loginNo more late fees?
I can't find the late fees option anymore, is this normal? Have you removed this feature? Thanks.Implementar Informes personalizados
Agregar la posibilidad de implementar informaes personalizados para agregar campos y por Ej: Saber como asignar las comisiones de los vendedores y filtrar los reportes por vendedor.Invoices
What is the point of having invoices if you can show payments or mark them paid? Is this going to be added?Suggestion: Possibility to use multiple logos for 1 organisation
I encounter a similar problem to the other question on the forum about Multi-Languages on Zoho Invoice, since I use several business names/identities (so at the moment need different organisations) but due to tax legalities (1 tax ID nr) I have to make sure that the invoice numbering is consecutive. That means every time reset the invoice numbering. Hardly makes it faster or easier than the old fashioned excell. Would be real handy if I could set my company logo per customer so that I have consecutivePartial Online Payments
What is the best way to handle partial online payments? Here is what I would like to do: 1. Send client an invoice for the project before the project begins. 2. Client pays 50% of project upfront using the online Paypal payment option in the email that they receive. 3. I record the partial payment in Zoho Invoice. 4. At the end of the project I send the client an updated version of the invoice that reflects their 50% payment and the 50% still owed. 5. Zoho automatically reminds the client of theRate per hour = 0 ?
Hi there, I'd like to send out invoices which contain certain elements or deliverables that I do not want to charge. However, for myself I still want to track the used hours. Entering an hourly rate of 0 for certain tasks within a project would probably do it, but unfortunately this is not allowed. Is there another way to do what I need? Thanks DanName printed in the top right
Hi My name is printed in the top right on all my sales invoices and underneath USA Like this : M Dennett USA How can I delete this ? Many thanks dennett1953top right of sales invoice
Hi , On the top right of all my sales invoices , zoho prints my name and underneath USA . Like this J Bloggs USA How can I get rid of this ? Any assistance would be much appreciated. Regards MikeBack and forward in the invoice screen
I wanted to suggest an idea..I would like to be able to go from invoice to invoice and see the detail by clicking a back/forward button in the invoice screen without having to leave and go back and forth causing many extra steps. Is that possible?Customized confirmation mail for recorded payments lost and replaced by standard in english
Hi Zoho, In this post I am addressing a really serious PROBLEM that you must have the highest attention immediately. I am currently running two paid accounts with your online invoice service. The problem has occurred on both these two accounts. I am english speaking, live in Japan and all my customers are Japanese. Therefore, I have customized the thank-you-mail that is being sent out when recording payment. So all my customers shall receive this thank you email in JAPANESE. Right after your newGoogle Payment Not Received
A client paid via Google Checkout. He has received the receipt from Google which includes the Google Order Number. The money has been taken from his account but I have not received it, received any notification and the Zoho Invoice status remains "overdue". In the past the system has worked.Zoho Invoice - Export All Invoices - Additional column
Hi, I go in Invoice tab >I select export Invoice >I select xls format >I Click Export. In the file I get there is a column filled of "2" that appears instead of "Item Name". Please fix it because all my automation is down ? Example , Currency Code Exchange Rate Item Name Item Desc EUR 1.00 2 BIOND8 It should be Currency Code Exchange Rate Item Name Item Desc EUR 1.00 BIOND8 NO DRIP 250 ml Regards,problem creating PDF
Hi there, Today I was creating 3 new invoices. But when was sending them to my customers I got the message. That there is a problem with the creation of the PDF file. This problem appears by exporting the invoice to PDF and by e-mailing the invoice. Hopefully somebody could help me out soon. Because I need to send them out quicly. Greetings JelteIs there anyway to have different price on various tasks on the same project?
Hi, I am using the time sheet in the project invoicing. Sofar, all tasks in the project I have runned, have had the same pricing. But now, I am to start a new project with a new client. In this project, there would be three different standard task, each individual task will have unique pricing. For example. ... Task "A" will cost 20 USD Task "B" will cost 30 USD Task "C" will cost 40 USD.... So my question is...if there is any way to have unique pricing to each individual task within the same project.Problem upgrading from Free Plan to Standard Plan
I get the following message after I entered my credit card info when trying to upgrade from the Free plan to the Standard plan: "Transaction failed: Fail to obtain approval for the online transaction due to Declined". I tried 2 different cards that I know work. Please helpStatement Of Account
In the statement of account for each payment please add the invoice that the payment is referring to. This info is not available now whereas earlier the invoice is indicated.Can someone create or show me how to create a Build Order
I need to be able to convert an invoice into a "Build" or "Production" Order. Most of our invoices look like this: Contact information.............Typical Item "Custom Aluminum False Balcony Rail" Description (Will usually be a multi-line list so that we can describe the material specs) Such as: Top Rail.............1x2x093 Rect Tube Mid Rail..............1x2x093 Rect Tube Bottom Rail........1x2x093 Rect Tube Pickets................3/4" x3/4" x093 SQ. Tube Bellowed Color...................BlackFilter by fiscal year
Hi! I need to know if there is a way to display only the invoice of the current fiscal year. Now, if I click on Invoices, I get the list with all my invoices from the beginning of 2011 until now. So I have in the list double invoice numbers (two nr. 01, two nr. 02, etc. and next year I will have three nr. 01 and so on...). It' quite a mess! I think it would be better to filter just the invoices of the current year, with an archive with all the invoices of the past years. I know that I can do theZoho Invoice with Internet Explorer 8
I'm guessing it's something to do with latest interface updates (Ajax?) but performance of Zoho Invoice with Internet Explorer 8 is now dreadful. Sometimes we click on invoices and am waiting 15 seconds. Issue is on a couple of different PC's at different locations. Google Chrome seems OK.Invoice column order
Dear Staff, How can I order invoice by creation date (default)? I've select a new column order and now im unable to come back to the default invoice order. Thanks for help!Verification when making a payment
I'm just getting started with Zoho Invoice and have a question on payments. I will be using Authorize.net as my payment gateway. When the customer is emailed the invoice they can click on Pay Online for This Invoice. Are they then asked for a password or a customer ID or some other identification to make sure they are paying the correct invoice? Herb WexlerFixed amount tax
Hi, We would need to manage a fix amount tax in Zoho Invoice that would look like a flat fee x qty. We already manage this feature on our booking system. It might not be that difficult to implement this feature in Zoho Invoice. Thank you for your support.not getting a response
We have tried contacting Zoho Support to resolve issues we are having but not having any luck. We need to switch it so my boss is the lead and I am a user. I have exported the data, but now he can't add me to the main, it gives him an error. why is no one responding, I want to speak with someone today! if we are unable to get in contact with someone today we will pull both the invoice and crm tools from use for our company and consider another application instead.Customer Search
Can the new dropdown search also include customer contact names within the search?. That way when "Joe Bloggs" rings me up I don't have to find out what company he works for (the surname search takes too many clicks).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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