Organizations API
Are there methods for dealing with Organizations in Zoho Invoice?Mobile Invoicing & QuickBooks
I am a potential Zoho Invoice customer. I discovered Zoho through the newly launched Google Apps marketplace. Does Zoho Invoice allow you to create invoices on the iPhone and then e-mail them to the customer while on site? Does Zoho Invoice integrate seamlessly with QuickBooks? Thank you in advance for your assistance.Exporting from Zoho Invoice to QuickBooks
I'm trying to find a way to export invoices from Zoho Invoice (or Zoho CRM) into QuickBooks. Looking to use this as a possible work around since currentlly there is no integration between Invoice and QuickBooks. Earl Rudolfo Zoho Small Business Advisor http://smallbusiness.wiki.zoho.com/HomePage.htmlpaypal - zoho invoice integration
I'd like to know if it is possible to integrate paypal and zoho invoice in this way: 1. the customer buys something on my website and click on paypal button; 2. the customer pays using paypal; 3. paypal communicate with zoho invoice that automatically create an invoice and send it to the customer I've searched and didn't find a solution, the only one I can imagine now is to use paypal IPN and interface it with zoho invoice APIs, but i'd like to find that there is a simpler and out of the box solutionPaypal Question, am I misunderstanding this?
Hi everyone. I have a basic question and I have looked around for the answer but I am still unclear as to how PayPal works after the invoices I send out are paid. It is my understanding that PayPal should reply to my system and inform my account that the invoice has been paid and then mark the invoice as paid and close that invoice.... Is this correct as I have been doing all of this manually and would like to know if I can automate everything after the creation of the customer and the invoice. Basically,Request Payment?
I create an estimate and then convert it to an invoice. Generally I ask for 25% upfront and 25% upon completion of milestones. Is there a facility to request these payments?pdf export option for multiple printing?
Would be good to add a pdf export option to the "export invoices" button This would allow downloading multiple pdfs for printing regardsWhere has the Log In panel gone?
I have the following page bookmarked - https://www.zoho.com/invoice/ - from which I was able log in to my Zoho Invoice account using the Log In panel that appeared on the right-hand side of the screen. It seems the page has been redesigned and this panel is no longer available. After a bit of searching I found a Log In button on the Contact Us page. Even when I used this to log in I was still not able to view my account - I had to scroll down the page to the footer and use the link to Invoices underNew user annoyances any ideas or is this a feature request
New user here looks great. Problem is that it is hard to when creating a invoice to change the clients email address, we primary use email to send invoices . Guess with each new invoice I have to visit the the customer area. Any suggestions? Also the Terms area with my bank account is small anywhere else I can put it?Accounting integration with Zoho Invoice
Is there a planned expansion of the Quickbooks integration used with CRM to include Zoho Invoice? Are there plans for integration with any other accounting vendors? ThanksZoho Invoice for Small Business?
I am wondering a few things about Zoho Invoice and am wondering if you could help... 1. I've a small business, and already have ZohoCRM up and running and find it useful. However I need a invoicing system. I need to be able to get invoiced by contactors and invoice my customers. Is Zoho Invoice capable of doing this? 2. Also, if I pay the $35 per month, is the max number of invoices I can send out 1500? 3. Has anyone had any problems with the integration of ZohoInvoice and ZohoCRM? Look forward toAcrobat no longer able to open the exported PDF
When we export a invoice to PDF we are unable to open it using Acrobat. This is a recent development as we where always able to do so. We have also tested this on two different machines.I would like the ability to provide a supplier name for expenses in Zoho Invoice.
It would be very helpful to me if I could have a list of Suppliers (with similar information as Customers), and if I could optionally select one of these suppliers when I am logging an expense. I currently have to type the name of each supplier into the notes of an expense, and I have to be very careful to always spell it the same way, so I will know how much I spent with each particular supplier. I know this may be possible with an involved integration with CRM, but I am just looking for somethingInvoice 2.0 - Expenses Improvement
Hi, The new expenses feature is excellent, but I'd like to suggest some improvements: 1) For each expense added there needs to be a field that shows how the expense was paid (cash, personal card, corporate card, etc.). This is important as I need to claim from my company to recover the expenses paid in cash and on personal cards, and the ability to generate a report of repayments to me due would be very useful. 2) It would be useful to have a field that allows the "event" or "trip" relating to theExpense to be billed as part of recurring invoice
It seems that when I add an expense I can't include it as part of a recurring invoice so I end up with "unbilled" expenses that have actually been billed in a recurring invoice. Am I missing something or is an expense only marked as paid after it has been converted to an invoice?Items selection window when creating an estimate.
Hello, great work!. At the "new estimation" window appears a drop down box to select items. This window contains the items list you are selling. We have 300 items in our list, and will be very useful to see item name and description in this window. Is there any way to customize this window? Below, you'll see the window. At the moment, we have a printed list to find quickly the right reference. Thanks in advance. .Accepting Online Payments
Hello, I'm considering using Zoho for my online business. Does Zoho invoice track and accept online payments? My business is subscription based and will give customers an option to pay a lump sum or make monthly payments. Will Zoho invoice know to send those paying annually one invoice and those paying monthly twelve? Does Zoho invoice send invoices via email? Is there an email template so that when the email is sent, the customer sees business specific images (logo, text, etc.) when they receiveEarly Payment Discounts, Deposits, Partials, etc.
Hi, LOVE ZOHO - thanks. I notice there was some forum activity several months ago over pending development of 1. early payment discount (terms); 2. partial payments via paypal; 3. Deposits Can you provide an update on these? The last post i found is six months old. Thanks, JonathanPartial payment using Paypal
I need to request a partial payment of an invoice sending a Paypal link to the Client. Is there a way to do that? Thank you!Importing from CRM to ZOHO INVOICE doesn't bring over PHONE numbers
Importing contacts into ZOHO INVOICE from CRM doesn't bring over the phone #'s. Is this normal? Also, when I re-import, it just doubles up all the entries. It is isn't smart enough to not add duplicate entries?Can the PDF invoice contain the Online payment URL?
I would like to add the online payment URL (that I send out in the invoice email) to the actual invoice PDF that is created. I have look at the the invoice templates and when I edit a template I do not have the place holder for %OnlinePaymentURL% I assume if add it manually it will not work? and if not can I request this be added? It seems like a simple one that could be included without much effort. Cheers DaveHow to handle payment when customer paid 99.9% of the invoice
It is very common among japanese customers to deduct the banks transfer fee when paying invoices. For example, an invoice that amounts for 5,000 JPY, the bank usually charge 250 JPY for the customer when he pay the invoice. As a result I receive 4,750 JPY to my account. When manually adding payment to the invoice, I enter the amount 4,750 JPY as receivd payment. The problem is that the Zoho Invoice, regards the invoice as not fully paid. In those cases where the customers deduct this bank transferInvoice designers who can re-create a .PDF invoice
Hi, I have an invoice that i use which is a .pdf file and i would like to use it in ZOHO invoice however i am struggling to re-create it. Is there and easy way? Or would someone willing to re-create for me for a fee?Vedor name for expen
Hello, i'm sorry if my question is a duplicate, but i didn't find an answer so .. here my question :) Now i possible connect the expenses to a Customer and after make an Invoice. My question is: is possible connect expenses to a Vendor ? Because in Italy is need at the end of the year give a list of all customers and all vendors and invoices and expenses So maybe is possible add a category of user called Vendor where is possible put, name, surname, company TAX ID, Address ecc ecc any idea about thisConverting an Estimate to an Invoice
I assumed and thought that once I converted an estimate to an Invoice the estimate would be gone but I just noticed that after converting an estimate to an invoice the estimate is still there. So now I have and estimate and an invoice of the same thing.How to see the VAT number of your company and your customer?
How can I put standard the VAT number in my invoice to the customer?Linking Zoho Project and Zoho Invoice
I am trying Zoho Project and Zoho Invoice to track projects and invoice them. On my main account I can create an invoice from Zoho Project in the Timesheet tab, I can also select "New Invoice for Zoho Project". For other users on my account I have invited the user to Zoho Invoice and they can log in an view invoices. When they try to do "New Invoice for Zoho Project" i get "You do not have any projects in Zoho Projects. Please contact support@zohoprojects.com for assistance". They also do not seeestimate - item customisation
Hi, I have a bit of a show stopper with items. With my current system I can add an item and put the retail AND cost price. I can then see the profit on all of my estimates. Can I do this? I cannot see a way to with standard settings. regardsI'm having trouble Integrating email invoices with Paypal
Hi I hope you can help, I have setup and connected my Paypal account to Zoho. Then added it as a payment option with the invoice. I have then sent this email invoice to myself to test it out and when clicking the payment link to go to paypal it says that this "Invoice does not exist" Really do not understand where I am going wrong and I hope you can help as you come highly recommended! MatInvoice 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!Tax retained by customer?
Hi, in Greece, apart from the VAT 21% for which the customer is charged, there is also a 20% tax that is retained by the customer, and he returns to the IRS. Example: Net value 100 euros VAT 21%: 21 euros Tax 20%: 20 euros The customer pays 100 + 21, but keeps 20 to return to IRS, so pays 101 euros in total. How can I put that 20% in the invoice? ThanksClosing part-paid invoices/ dealing with intermediary commissions
Is there a way to close partly paid invoices? I have an invoice open that I consider paid but I only received around 97% of the value and don't want to book the whole amount as received (=income). This actually happens quite a lot- you invoice a client and they make a bank transfer but an intermediary bank takes a commission before it hits your bank and you receive less than the amount billed. It would be useful to be able to close such invoices as they are paid but not in full.Need some help with Zoho Invoices
I need to figure how to do the following in Invoices: OUr customers provide us with the number of buys per month by product, then I calc the buys x retail rate, get a sub-total, then subtract a local taxes, then foreign withholding tax, then am left withthe Total amount due. I have looked at the tax function, and it only seems to add tax to the sub-total. How can I apply a "discount" and then change the description from "Discount" to "Local Tax" and "Foreign Withholding Taxes"?Service Tax and TDS
I am in the Service Industry and i have a problem using ZOHO invoice. I need to be able to Add a service Tax of 10.3% and on the whole amount i need to deduct TDS (Tax Deduction at Source). I want to understand how i can accomplish this. Thanks NaveenEncode for Japanese character
I've try to create invoice & quotation with Japanese character. When export PDF of those docs, Japanese character will be changed to Chinese character. Should I set some encode to create Japanese docs? I attached sample HTML code for invoice, would you check it? Best regardsroadmap
The CRM team recently posted a road-map of features coming in the near future. Could you please post something similar for Zoho Invoice. This would be very helpful. For instance, I'd prefer to not spend time on workarounds or trying other programs if a feature I need is about to be released. - Thanks, Brian http://www.redpelicanmusic.comAny way to calculate overtime?
Let's say I need to calculate time-and-a-half per hour after I go over 40 hours on an invoice. Is that possible to do automatically?Converting estimates to Invoices
I assumed and thought that once I converted an estimate to an Invoice the estimate would be gone but I just noticed that after converting an estimate to an invoice the estimate is still there. So now I have and estimate and an invoice of the same thing.Combine Zoho CRM and Zoho Invoice
It would be much more efficient if Zoho invoice and CRM were just combined. You could have invoice as a paid add-on, or optionally as a stand-alone, like it is now.Suggestion: Allow separate "tax date" and "invoice date" on invoices
Hi, I'd like to suggest that Zoho Invoice maintains two dates for each invoice, a tax date and the invoice issue date. This would be very helpful in maintaining correct accounts in my view. For example, I want to issue an invoice with today's date but which is for an amount that falls into my 2010/2011 tax-year. In that case the invoice date cab be today's date, but I can set the tax date to 31 March 2011. This will then allow the invoice to be accounted in the 2010/11 sales and tax totals, butNext 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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