best practice for refunding deposits
What is the best way to handle the following scenario: 1. Customer pays a deposit to secure a booking for an appointment. 2. Customer cancels their appointment and their deposit is refunded. We need to record the initial payment and the refund, however, we obviously do not wish to record the sale as it never eventuated and it also is not a 'bad debt' that should be written off. At the moment I am changing the the item on the invoice to a $0 amount and showing the refund as a negative 'payment'.Paypal notice?
Google Checkout (before Zoho) sends me notices that people have paid. I'm new to using Paypal (and have had a business account for several years) so I would like to know if it will too without any using any settings? If so where can I find them? Paypal is now showing on my invoices along with Google Checkout. I plan on using Zoho on a tablet while between my courier orders. All this and I fear that my trial will expire before I can make a decision, but I think I can get by using the 8 dollar a monthCan't create a new Credit Note
hi When I create a new credit note it just keeps on coming up with message: The credit note# specified already exists. But when I search for the existing credit note it is not listed anywhere. Please can you assist. Rgds Geneimport customer info from Zoho CRM to invoice
Hi: Have a quick question: If I have 3 new customers in CRM today, and I want to import them into ZOHO Invoice account, so far I know I need to import all the customers (including the old customers and 3 new customers in CRM) to Invoice account. Is that correct? What if I have thousands of old customers in CRM, because I need import those 3 new customers, I need to import all of them? Seems unreasonable. May be I am missing something here. Thanks. JamesWhy does my sent invoice emails say "Make payment via PayPal." when I have Paypal and Google Checkout set up
Why does my sent invoice emails say "Make payment via PayPal." when I have Paypal and Google Checkout set up? When the link is hit there are both choices though.More than 500 characters in the description
I need to include descriptions longer than 500 characters in quotes. How can you do? Thanks Claudiointegration with Zoho Creator app
I have developed a custom CRM app in Zoho Creator which I would now like to integrate with Zoho Invoice via the API so our staff can generate invoices from within our app. We need to populate certain custom fields (e.g. "Medicare Provider No.", etc) depending on which person in our organisation is providing the services to the client. I can't find any details in the API documentation pertaining to this. Any advice or assistance would be much appreciated. Thanks, AntonHow to add customer in Zoho invoice**
Hello Can u please provide me the way to add customer information in zoho invoice through API (And if i am adding customer information from a simple HTML form). I just need to add customer info through submit form and it should also be added in Zoho invoice too through API. Please provide me the PHP build /script to add customer or to make connection with Zoho DB to insert data . Need to solve it ASAP. Regards PriyankaComplete Invoices
I'm a consultant that bills by the hour, sells services and products to my clients and gets reimbursed for expenses. If I understand the system correctly, there isn't a way for me to put all of these items on a single invoice. If I use the existing systems I'd have to generate an invoice using the timesheet for my billable hours; another invoice for reimbursable expenses using the expense options; and then the invoice tab to generate another invoice for sales. Is this really correct??Report Access
I have added my bookkeeping and accounting firm as a STAFF user. However, they do not have access to the reports function. Is there a way to enable reporting only, or certain reports? That would be helpful.Additional Placeholders
I would really like the following placeholders to be added for my estimate and invoice email messages. Project Name Task Name Task Description Thanks, Linda.NET (C#) wrappers for Zoho Invoice
I had a look around but was unable to find sample code for accessing Zoho Invoice using .NET|C#. As a result, I wrote my own. If anyone's interested in leveraging this code, please let me know and I'll get it published somewhere for others to use. It's currently a basic implementation that was focused on getting me up-and-running using Zoho Invoice from an existing project. It achieves this goal. I've only written support for Zoho Invoice and only for Customers and Invoices (hoping to add OrganizationsIntegration of ZOHO CRM and ZOHO Invoice
Is ZOHO Invoice integrated with ZOHO CRM, specifically with accountsInvoice for our Employee
Is there a way for Zoho Invoice to be integrated to Zoho Project? We want our employees to invoice our company using the data in their timesheet. Is this possible? Thank you for the great system you guys are offering!Invoice payment link not working & I sent an email 2 support over 24 hours ago.
My client wants to pay with his credit card, not Pay Pal. Thanks in advance!How to handle Down Payments
I am having trouble trying to determine how to do down payments. I wasn't certain the best way to handle it. I had to create a line item for 50% down payment. Then in the closing box listed the items the project included. I prefer to create a list item for each item as well the related costs. Then have the option to send an invoice for 50% as down payment. Is there a way to do this? Or will i have to create 2 different invoices?Payment Reminders customised to each Customer?
Hello Team Zoho, Thanks for the wonderful service and amazing product we are enjoying. Just came across a situation which I am sure many of businesses facing at times. Thought of sharing a useful feature regarding payment reminder set-up. As a fact, we always have different relations and terms with our respective clients/customers and at times we don't want certain customers to be reminded again and again for payments. Also, at times clients also inform us or reply to reminder email that paymentExport Products from CRM and into Invoice - doesn't work
Should I be able to use this functionality to export my product list from CRM and import it into Invoice? I tried it and I get the following error: Some of the required fields are not present in the file specified for import. In CRM I went to Products > Export Products and saved the file locally. Then in Invoice I went to Items > Import Items and grabbed the csv file. This resulted in the error above. It seems that you need to have the same required fields for both apps in order for this to work."Your payment session has expired..."
I've had a few customers report that they receive this error when trying to pay my invoices: Your payment session has expired. Please return to the participating website and try again. I've started checking the link in the generated e-mail before sending the invoice and today, I got it myself. I deleted the invoice and recreated it, but I still received the error. Then, I logged into my PayPal account and tried the link again and it worked. It's easy enough just to tell a customer to log into PayPalIs there a way to set the size of the logo on invoices and estimates?
The instructions say the file should be 580px x 250px @ 300 DPI, but when I do this it takes up the entire top third of the page. I only want a SMALL 1.5" x 1.5" logo above my address.Import invoice with more than 1 item
My customer imports about 70 invoices every month. Since yesterday only the first item of the csv-file is imported. I have tested also the tsv-format with the sample file that can be downloaded at the import screen and I get the same result: Only 1 item is imported. Please help - this is really urgent!!! Thanks in advance! Martin Leisch martin.leisch@sacedv.comZoho Invoice API- Customer Search - not finding?
I've been using the customer search in Invoice API successfully with some text in the Notes field, but now I need to search by Customer Name - as the docs suggest I can. However, I'm not getting a match. The name does include spaces and a hyphen if this is a problem - ie. "My Customer Name - State". The name I send is an exact match for the name in Zoho (case, trimmed) but still no joy. Ideas?Change from annually payment to monthly payment
Hi, I subsribe recently to Zoho CRM, apparently I chose annually payment. Is it possible to change and pay monthly ? Thank you very much for your answer Eric Marois.Expenses - Rent? Utilities? Requisition Items?
Where to draw the line on what type of expenses to use in Zoho Invoice? Can I include a recurring internet bill? web hosting? zoho's own expenses?Transform your Zoho Invoice into an EDIFACT INVOIC or an X12 810
I am currently working on the mapping/translation/transformation of the Zoho Invoice format - as in http://www.zoho.com/invoice/api/invoices/invoices.html#how-do-i-view-my-invoice-details-unformatted? - to EDIFACT INVOIC D.96A. I just wanted to know if people would be interested to do EDI via their Zoho Invoice... /Patrice - http://www.babelabout.com/about.htmlTitles for Names
Is there a way to add to the default titles for names in Zoho Invoice? Titles such as Mr., Mrs., and Dr. exist, but the list is missing at least one that I need: Rev. Since there are many possible titles that may be needed, is there any way to add these? Thank you.Invoice detail view - go to newer/older button
Hello, Zoho team, when I open the detailed view of some invoice and want to view the next or previous one (in case I am looking for something), I am forced to go to list of invoices and then to choose the wanted invoices from this list... I would like to have the button newer/older (arrow) which would get me to detailed view directly not through the list. Same way works google mail views. Is there any way how to list through detailed invoices one after another? Thanks for your response. LukasLimit Staff to Draft Invoices - staff permissions on Zoho Invoice functions
I'd like my staff to basically have read only access to Zoho but be able to create draft invoices. That way they can record their work and I simply have to check and modify invoices before posting them? I also don't want them to particularly see all the reports or even be able to look at previous invoices not drafted by themselves. Surely it wouldn't be rocket science to intruduce simple permissions on the various Zoho Invoice functions / pages?How to handle new point of Taxation rules in Zoho
I just started using Zoho invoice for invoicing my customers on services I offer. But with the new Point of Taxation rules http://www.simpletaxindia.org/2011/04/point-of-taxation-rules-2011-analysis.html things seems be be getting a little complicated. Now since the service tax is now payable at the time of invoicing, we are required to create a proforma invoice, send the proforma invoice, collect payment and then issue the final invoice (or Tax invoice) to our customer. I would like to know howZoho Invoice Android app an update
We launched the native Android app for Zoho Invoice a couple of weeks back and we already have an update. Here's what we added on to this update: Search: The option to search anything from invoices to estimates, items, customers, pretty much everything you'd like to search for in the app. Google Apps users: Google Apps users must set up a Zoho password to sign in to the app. We created a help page for Google Apps users directing them to setting up the password. Pretty neat, right? and then we squishedTax Subtotals even when Tax is 0.00
Hi, how can i configure my invoice template to always show the tax result subtotals even if tax percentage is 0.00. Also, do you have planned to implement a tax base subtotal placeholder? Very nice product, very intuitive and extremely simple to use. Thanks in advance, Rui Enganarecurring items and description with the billing period
Hello, Is it possible to have in the invoice the details of the billing period of the charge ? example : I generate a reccuring invoice the 21th march to bill a monthly charge in advance from 1st April to 30 april 2010 . I'd like to see on the invoice : Item : Product 1 Description : product 1 description from 1st April to 30 april 2010 Best Regard StephMoving fields
Hello, How do I scrunch the fields toward the top? My invoice Terms and conditions are on page 2 and there's all kinds of wasted space above and below the items. Thanks, JoeNeed to add vehicle information to invoice
I own an auto repair facility. Each invoice needs full customer information as well as detailed vehicle information. I would also like to be able to create a database linking each vehicle to a specific customer. The three additional fields give in customize invoice are not enough. I have attached a copy of what a current invoice looks like. Any help is appreciated.Switch off plug in Gmail?
Good day, Please advise if it is possible to switch off the plug in displaying various links to Zoho in EVERY email? Thanks.Requesting additional features
Hello, i would like to request the following features. 1. duplicate custom templates, hence i don't have to re-configure my templates all over again. 2. an option to switch between 2 or more company names. for multiple business. once setup, when creating, quotes or invoices, i would be able to select from the drop-down menu. 3. able to generate a ical link base on invoice. i could use to in google apps calander or ical in my mac & iphone. 4. it would be really great to implement "carry forward unusedTax rate
I need to set up the tax rate at 8.125%, I know, weird, but thats san antonio tx for ya. Everytime I do it, it rounds up to 8.13% Anyone have any suggestions to get the right tax rate? Julian www.themusicology.comTrack Employees via Zoho Invoice
I am trying to transition from Quickbooks to Zoho for my invoicing needs. In Quickbooks I am able to select which of my employees booked the business so they can get paid a commission. How can I include the proper fields so all of our sales people are properly tied to each invoice and payment? When the integration occurs with Zoho CRM will this be standard?in one quote can i put...
...the date of the printing? could it be something like this: %todayDate%Invoicing by email. Where is the email?
I just sent my first invoice today. However, I am not sure if it was sent because I checked my sent folder and I did not see the email. How do I see the invoicing email?Next Page
Announcements
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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