Rounding off problems when using Japanese Yen and calculating VAT
Hi Zoho, I have run into a problem when it comes to rounding off whole digits invoicing in Japanese Yen. To me it seems as if it is a BUG, but I am not sure. If a product costs JPY 14286 and then adding VAT (5%), the invoice will look like below. Quantity/Item Price/VAT/ Total SUM 1 pcs / 14286 / 714 / 15000 (In fact, the real value of VAT would be 714.3, but it is OK that 714 is shown, because you do not use decimals in Japan).....so the first calculation is CORRECT. However, if you decidePayment Options
Can you pls add another option as TDS. Some of my customers deduct TDS on my Payments , and I have no way to settle this. I am thinking of accepting a payment against this TDS entry so that later I can get a report as to what is the total payment made under the head TDS ..Pass value for "email" from Creator to Invoice & pass value to always allow Online payments [ANSWERED]
Is there a way to pass a value for "email address" from creator to Invoice. Im passing all the mandatory values but email is not one of them. If i use it a custom field, would I be able to map it to the email field in Invoice? Also I want the a boolean value to allow Authorize.net payments for every invoice. How can this be accomplished? Lastly, once these two items are integrated, can I program Invoice to email the newly created invoice automatically upon creation to the recipient?Amount in Words
Hi, one of my customers wants the amount of the currency to be mentioned in words as well. i.e., $3000, should be mentioned as Dollars Three Thousand, in addition to the numeric value on the invoice. Is this possible to do this automatically in any of the templates of the Invoice/Estimates in Zoho Invoice? ASDIntroducing Zoho Books, The Accounting Software
We are happy to introduce you to Zoho Books, our online accounting software for small businesses, freelancers and pretty much every one who would like to try their hand at accounting. Accounting has always been perceived to be complicated and to live up to that tag, most accounting software come with complicated features and accounting jargons. We decided to break the myth and come up with a software, that is meant for everyone. For yourself, your accountant or your kid in high school who is majoringSeparating invoice profit costs from disbursements incurred on behalf of clients
Hi there, I wonder if there is a function where - I can record non profit costs? I.e. where I have incurred an expense on behalf of a client - I want to include this in his invoice but keep it seperate for my own record keeping - i.e. allowing me to show my profits seperately from what I have billed out as disbursement. So for example - I charge $100 and I incur postage of say $10 - I would like the $100 - to show as my profits. Is this possible? ThanksPOS payments without invoices
I'm considering using Zoho Invoice as sort of a point-of-service -- no invoices; just payments and receipts. My goal is to import all payments from a CSV reports from my credit card processor (Authorize.net). (We're fairly low tech, and I don't have any dev resources to integrate my merchant site to Authorize to Zoho. One of these days!) Does anyone have a clever way of handling transactions sans invoice? I had these notions: 1) Import the Authorize.net payments reports as "fake" invoices (I'd tweakPlease change pack the method for "recording payments" to how it was before
Hi Zoho, I noticed that you suddenly have changed the design and method for recording payment. Before your change, record payment was a simple action to make. I just had follow below easy steps. 1) Click on the actual invoice 2) Press the link that says "record payment" 3) Then press "OK" and then the invoice is saved as "payment done". Now, with your new design, I have to do the following steps. 1) Click on the actual invoice 2) Press the link that says "record payment" 3) Enter information thePlanned service upgrade rescheduled for 18th Dec 2011
Dear All, We had planned an upgrade to Zoho Invoice on 17th Dec 2011. Unfortunately, we had to postpone this and now it will happen on Sunday, 18th Dec 2011 between 9:00 AM and 11:00 AM GMT. Apologies, for the inconvenience and thanks so much for your patience. Regards Prashantcustomer statement
Is there a way to print a customer statement that only shows open invoices?Help giving discount for on time payments
How do I give a customer a discount in % for paying on time? I see the late penalty. I want to do the same thing for early or on time paymentsHow can use three taxes at same time on an invoice?
I saw the you solved our problem about the pre paid taxes, but in Italy we also another tax (only the professionists) that may vary from 2% to 4% tobe added to the amount of the invoice. Per example: service $ 100.00 RIVALSA INPS 4% $ 4.00 V.A.T. 20% $ 20.80 Ritenuta d'acconto -20% $ -20.80 Total $ 104.00 Can ZoHo invoice do that? How? Thanks in advance Massimiliano Scalettithe fields %TaxName% and %TaxValue% disappear
First of all sorry for my english! I'm trying to work with Zoho Invoice! I have to solve 2 problems: 1 - I customized the invoice template but when I export it to PDF, the fields %TaxName% and %TaxValue% disappear. The fields work correctly except when I export them to PDF. 2 - Is it possible to manage multiple expiration date in the same invoice? for example total invoice € 1.200 expiration date : on 31/01 € 600 and on 31/03 € 600. How have I to do? Thanks in advanced for your answer. You find herereminders
Firstly, let me say that Zoho Invoice is great and helps my business be more professional and easy to manage. are there plans to include more reminder options? Currently there are 3 emails sent out over a period. can it be changed to keep sending until payments are posted?Custom invoice template
Hello, I try to integrate two days since my template to zoho invoice. The result does not suit me. I would like to have a result like this: http://bgstudio.be/invoice/zohotemplate.pdf Could someone help me please? Thank you in advanceTaxValue issue
Hi everyone, I'm a new user to zoho invoice and i have an issue with the quotation template. I've personnalized a template, it works fine for a few day but then the tax value var are blanks when I export my quote in PDF. If a select a default template the values are here but with mine it's empty. I'm using this line to display the tax value : <tr> <td style="font-family:arial;font-size:14px;">TVA</td> <td style="font-family:arial;font-size:14px;text-align:right;"payment > invoice
Hi, A few of our more regular customers sometimes make payments for several invoices at once (in one payment that is). Currently we manually split to payment to the invoices, but as we would like the payments in Zoho to reflect the actual received amounts on our bankstatement, I was wondering if the following feature might be worth adding: 'add payment' button on the customer page enter an amount, and give to options: apply to oldest open invoices manually select invoices and enter amount per invoiceMaybeCustomer details are not available for imported invoices.
Recently I have imported invoices from another platform, updated customers details, added address, contact details etc. and found that all imported invoices does not have any billing information from company details. It is look like, invoices are detached from customer record, I don't know is it bug or feature, but it doesn't seems right to me. By updating customer details I'm expecting that all related records would use same details as it reference, updating records manually each time I change somethingReduccion del tamaño de la factura
Necesito que la factura y la cotizacion queden en un tamaño diferente por ejemplo media carta como puedo reducirla?UI Question
So when I am working within a client screen and it shows a list of overdue or unpaid invoices for that client I click on one invoice to mark it paid and add the info. Once I hit enter it takes me back to the main invoice screen and then I have to re-navigate back to that client or invoice again. I think it should take you back to the last screen you were working on not the main invoice screen especially since the search bar has been removed. Any comments or work arounds on this?invoice only works with one language
Zoho Invoice is such an easy and powerful tool to use. I've found it is what I really want and am ready to become a regular user. Before that, I'd like to ask a question to see if there's a way around that. Our business needs to display English and Chinese. Chinese is for terms and conditions, and English is for our accountant and the local taxation office. We set our system language to English and are able to type Chinese, and these Chinese characters are exactly what they're supposed to lookUsing multiple addresses on Estimates
I have multiple offices in several cities. I want the quote to reflect which office it came from depending on the customer. I currently have to go in and manually change my address every time I am doing an invoice for a different city. Is there a way to choose office addresses?Importing Invoices
Hey guys, I'm still testing this software out. I'm trying to import invoices that I exported from quickbooks. I've got around 400 invoices, but the free version only allows 5 invoices per month. Is there a way I can import all of these or do I need to pay the monthly fee? If I have to pay the fee, I'd need the $25 per month account just to import all of these, but I realistically only create 25-35 invoices per month. If I have to subscribe at $25 to get my invoices imported, can I go down to thewhich version do i need to import invoices please?
I dont have the button there at the moment. Thank youCustom template for fixed cost projects?
Hi there, I allready create a custom template for my normal invoices, based on project hours. And it works fine. But now i've got a simple project with a fixed price for everything. As there are no time informations, I understand that I may need another template. So I took a predefined "fix cost" template and tried to change it to fit my design. But without success. I was not sure, if I did everything right, or missed something, so I tried again, this time with just a small text change. But again,Is there a facility to recommend Zoho Invoice to friends?
Hi, I'd like to recommend Zoho Invoice to friends and wonder if I would get anything in return for getting others to sign up. If I don't ask, I don't get! Regards GrahamImport Zoho Invoice into Zoho Books - Message: "This user is not associated with any organization."
..how do I associated my Zoho Books account with my Zoho Invoice account?Invoicing timesheets
A few weeks ago I logged time against a project and created a couple of invoices. Today I did the same thing: logged time in the Timesheets. the entries show up as unfilled along with the billed ones. The problem is I cannot figure out how to create an invoice from the unbilled timesheet entries even though i have done it before. either i'm blind, or something changed! could someone help. feeling so stupid right now :) thanksTax Exempt Customers
The "Setting up Tax Details" portion of the docs uses Canadian tax rates (5% GST & 7% PST) for the illustration. I take this to mean that Zoho Invoice should be able to handle Canadian tax scenarios. Unfortunately, I can't seem to find any way to flag a customer as tax exempt. We have many customers who are PST exempt, for instance. Am I perhaps missing something, or is this feature not currently implemented? Thank you for your attention, StephAutomatic Zoho Invoice number per customer account?
Is there a way I can generate a new automatic invoice number generated with a code based on the customer name? So if IBM was invoiced, the first invoice may be IBM-1000, second: IBM-1001 etc.Incorrect letter spacing in exported PDF
Hi there, I've created a custom Invoice template, but when it's exported as PDF the letter spacing is incorrect. The characters are too close to each other, or the spacing is too wide. This messes up the whole lay-out. To illustrate what's bothering me,i've included three files: - An image wich shows the letter-spacing problem and the Fonts handling in the Document properties. - A predefined template (N_2011_066.pdf), with correct letter spacing. - A custom template (N_2011_66-custom.pdf), this isAging Summary - Thank you, Thank you, Thank you, ....
Thank you Zoho for a wonderful product and affordable tool to your users. The passing on of your product to us (your customers) becomes part of 'our' service to 'our' customers. You, us and our customers is a triangle. What you cannot escape is faith. Faith is earned through service. I lose customers because faith is lost, either because service is lost or superior elsewhere. So, let's look at the evidence of service on a particular idea with Zoho: nagendra1 2 years ago to mposen "Thanks for theAPI - Estimate Status
Hi! Is there a definition which status in the API is which status in the interface for Zoho Invoice and Estimates? Thanks PatrickService upgrade scheduled for 17th Dec 2011
A service upgrade is planned for Zoho Invoice on Saturday the 17th of December 2011, between 9am and 11am GMT. Zoho Invoice will be inaccessible during the time. We'll be immensely thankful if you can plan your accounting ahead, to avoid any inconvenience. Oh and a little secret is that we may also be moving in some sumptuous features in during this upgrade, do watch this space for updates related to that. Thanks in advance. The Zoho Invoice teamhow to setting exchange rate?
Pls answer me by email: contact@aliceshops.com Thanks & RegardsCreating a link between Estimates and Invoices
I tried to find Support but can not find it any more so I will post this here. Nearly all my business involves creating quotations (estimates), getting an order, and then, creating an invoice from my quotation. It would be really really really nice if, when I created an invoice from the quotation, something was created to link the two. In my ideal world, when I look at the listing of Estimates, instead of seeing "Invoiced", I saw "Inv-1234" One complication is that sometimes there is more than oneCustom Invoice Template - no tax name - no tax value
Hi there! I created a custom template for invoice and everything works fine, except for the placeholders %TaxName% and %TaxValue%. When I test my invoice with some data anything is ok, until I create the pdf file. It's obvious there is a problem with the placeholders. Seems there are getting replace, but with nothing more than an empty string. I dont understand why? I attached a textfile containing the hole template I use. Please could someone help me with this?! Cheers, FrankAdding hours per project based upon multiple people working that is not based on 24 hour format
I would like to assign a project and have it track by total hours that is not limited to the 24 hour/day format. Example: I have 5 people working on day 1 for 6 hours and I would like to be able to assign 30 hours to the project for that day without having to individually put each person into the project and assigning individual hours to each person. Currently If the amount of total hours exceeds 24 it will not let you continue the project hour documentation. The next day the project amount ofIntegrating freemium product customers sold on wordpress site to Zoho
We are trying to integrate our orders collected online via wordpress to zoho to manage our customers -- should our site talk directly to the zoho invoice module then our contacts go from there to the CRM or should the site talk to CRM and we import customers from there into the invoice module? Just confused on how the CRM contacts talks to invoice ap contacts when all of our contacts are originating from our website.Quick Search and PO number are Back !
Dear Customers, We want to thank you for your feedback and comments for the recent user interface changes. As requested, we've brought the 'Quick Search' option back to all modules. Not just that, we've gone one step ahead and now you can search for anything, by selecting the correct module from the drop list in quick search. We understand the difficulties that you had faced while searching for a particular invoice/estimate. We're happy to say that we've introduced the 'Reference Field' /P.O # inNext 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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