2 questions regarding zoho invoice
Hello, first off, let me say how much I enjoy using ZoHo Invoice. It's awesome, easy to use and professional looking. However I have found that there are a couple of things I cannot do. perhaps I am missing something? 1) how do you change the order of line items in an invoice so they are more logically laid out after making an error. 2) what do you do with old estimates? It would be good to mark then as accepted or rejected without having to delete them. any idea when version 2.0 will be out? Thanks,Estimates details
Hi, in the estimates list we can see only few fields so if someone (me!) has only one or two customers every estimates seems similar. Could you add "reference nr." field? Thank you!More than 2 taxes available
Hello, i have to use more than 2 taxes in my invoice. I set up 3 different taxes in my user setup but i can select just 2 at the same time. Another question: In the preview i see the description fields in Italian language, but the PDF export contains all fields are in English language. Many thanks, Marco ParisiAdding a "text line" to an invoice
Hi There, Firstly - thanks for what seems to be an amazing product!! I'm just trying it out & I've one quick query. Is it possible to add a "memo" or "text" line to ain invoice? For example, I might invoice 2 hours of labour to a client. I'd also like to be able to describe this labour, e.g. what it was done in the 2 hours, on the invoice. I'm sure it's pretty simple, but I haven't seen it yet!! Regards, Enda.New features, issue fixes and some nice little improvements
Hi We did a few updates over the last few days; now the service is up and running with more features and some nice little improvements. Here is a quick summary of what we have done as part of these updates� Zoho CRM Integration * Life made easier!!! From now on you *need not* re-enter all your customer information in Zoho Invoice. * You can import your customer information from Zoho CRM in two easy steps � 1. Go to the �Settings� page, click on the �Import� link under the �Import/Export� section.Print "Label field" in my own template
Hi, How could I print the field "Label" and its value in my invoice template?. What exactly the term that I have to write between %% to print that field? Thanks.Adding additional items to an invoice.
I am a healthcare staffing company and want to create some additional fields in the invoicing such as "name of healthcare clinician", "date of service", and "time of service." Is this possible? Thanks.Additional Fields
Beside Invoice #, P.O. #, Invoice Date, Due Date, Terms and Late Fee I need some other additional fields for my invoice and wonder how do I go about doing that. For example: - Sales Person - Job Type - ID NumberCustom Fields - Wrong place on invoice
Hello, Many thanks for introducing the new "custom fields" option for customers. This is very useful, BUT I think that in implementing it you have set the custom fields to appear in the wrong place on the invoice. When adding a VAT ID, company number, etc. I cannot see any reason why this should appear as part of the company name and address, as you have implemented it. Surely these fields should appear below the address: AAA Company Limited 21 Main Street Anytown UK VAT ID: GB 123 456 78 *Not*:Expenses: API and using expenses fields on an invoice template
Hello ZoHo, Congrats on the new-look Invoice 2.0! I have been using it and find it is much easier to handle than the old interface. I have a couple of questions on the new Expenses module. First, is it possible to populate expenses fields using the API -- i.e. can I import expense data from elsewhere (also via file upload)? Second (related question): how can I use ALL the expense fields on my invoices? I would love to be able to use the Date and Reference fields on my invoices. (In fact, if I couldIs there a way to customize fields?
For example, change "Balance Due" on an invoice to "Remaining Balance". Also, can you removed the "Due Date" and PO fields?Custom Placeholders / Fields
Hi, I have 1 guy who gets the customers for me. I bill him and he bills the customer. Now, I've setup the Customers by domain. I want to be able to get a customer field called Website: and use that in my subject so he can see which account it'sfor. I also want to use it inside the email templates. E.g. Hi Brian, This invoice number : XXXXXX is generated for account: www.Xbox.com Jerome e.g Subject: customer Invoice XXXX: Account: www.xbox.com I hope you understand what I mean.Can I create online billing application for different clients using soho?
Can I create online billing application for different users using soho? Let me know please.. I really wanted to try this.What is typical time required to send invoice via zPost?.
The first response did not answer my question. I understand how long it takes the USPS to deliver mail. What I want to know is how long it takes on your side to send the envelope once I have submitted a zPost invoice. The report shows "queued" a day after I submitted the invoice. Is it printed? Has it been mailed? When does it actually get mailed via USPS?Refund updates for payments received via Google Checkout
Here's a quick tip for Zoho Invoice users who use Google Checkout to receive online payments. For payments received via Google Checkout, if you were to refund an amount to the customer from the payment amount, Zoho Invoice will capture this refund and update it automatically. For example: If John Smith your customer pays you $100 for an invoice. You refund $10 to John as a discount via Google Checkout. When you sign in to your Zoho Invoice account, you'll see that the $10 refunded to John will beHow to manage Italian Taxes?
I tried to setup invoices with italian taxes with no luky. Here my request: Article sub-total T1 = 1000 Tax1 = T1 * 4% = 40 Tax2 = (T1 + TAX1) * 20% = 208 Subtotal T2 = T1 + Tax1 + Tax2 = 1268 Tax3 = T1 * 20% = 200 Total = T2 - Tax3 = 1068 I know that I can manage Tax2 with stacked tax and Tax3 with negative number, but I can't manage this sequence. Anyone can help me?How to apply three taxes at same time on same invoice
Hallo: in Italy we have another kind of tax called "rivalsa" it is applyed to the professionists. an example service to be invoiced $ 100.00 rivalsa 4% $ 4.00 VAT 20% $ 20.80 Ritenuta d'acconto -20% $ -20.80 total $ 104.00 How can I do that? Thank's in advance Massimiliano Scalettihow can I add more than Two Tax on any item
Hi can anyone help me with adding more than two tax on any item. Thanks.More than two sales tax
Hi, I've read in a support request dated last year, about the limit of only two sales tax. Is it possible now to add more than two tax? I'm evaluating the service now and I need this feature for my invoice type. Thanks a lot.I must include 3 fixed tax on subtotal, can you help me?
Hello everyone, I have a problem, I have to insert 3 fixed fees on my bills, for example: SubTotal: € 1600.00 (this is the total of my articles) Then in the final part of the bill I must add that my taxes are fixed: SubTotal € 1,600.00 ---------------------------------- PASSING INPS +4% € 64.00 TAX € 1,664.00 +20% VAT € 332.80 Invoice Total € 1,996.80 Withholding 20% € 332.80 ----------------------------------- Total € 1,664.00 and therefore the total that my client has to pay: Total: 1664.00 I haveWhat is typical time required to send invoice via zPost?
We are using zPost to send hard copy invoices. How long does it take for the mail to be sent? I sent yesterday and today it still indicates queued??Zoho Invoice now includes Tax Groups
With the introduction of tax groups Zoho Invoice now lets you associate more than one tax to each of your line items. When you'd like to include more than one tax to each of your line items, you can club those taxes into a tax group and apply the tax group to the line items instead. Here's a link to our blog post that talks in detail about this interesting addition: https://blogs.zoho.com/general/just-in-tax-groups-in-zoho-invoice-zoho-booksValue of un-invoiced hours
Is there a way to view the value of logged time which has not yet been invoiced? I bill some clients when a certain value threshold is reached rather than on a periodic basis. Thx in advance AshCustomizing Zoho Invoice
I am trying to customize Zoho Estimates and Invoices. What I want to add is a Total Savings off of MSRP at the bottom of both. Is their a formula that I can use for that?Customer Information
Did ya'll recently make a change? I can't update customer information and it automatically get changed on invoices for that customer. For instance, if a customer has outstanding invoices and they change their billing or shipping info. when I edit their customer information, the system used to automatically change the info on the invoices as well. It doesn't do that anymore. This is an inconvenience b/c now I have to go in and manually change the info on each invoice for that customer. PleaseHow do I record cash payments from a customer?
My customer overpays all the time so there is always a big cash balance, credit balance due to the customer. How do I record these payments? Right now I am using "credit notes" but the credit notes were recorded as "sales" , which is not correct.I want to limit User rights --> Should not be able to delete, export, etc
For safety reasons I want to limit the User rights. 1. Once invoice is created User should not be able to delete it. 2. User should not be able to copy, send, email, export database Are you planning to include these safety features? If not invoicing with Zoho Invoice is pretty unsafe. Thanks, G.Limit of 50 items per invoice
When importing from csv invoices with more than 50 items there is an error message for every line of this invoice: There can be only a maximum of 50 rows for each of your entities. Please check and try again. Is there a posibility to overcome this limitation? (A few weeks ago it was no problem to import larger invoices.)How to change Organization Name?
How can I change the name of my organization or Delete the organization and start over again?Invoice time integration with project
Team, I do my project time in Project. What are the plans to interface directly with invoice? ThanksZoho Invoice and Billing a Customer On Site
Hello all! Let's hope I am not beating a dead horse with this one as I looked and didn't see anything. I have a Zoho Invoice Account and Paypal Business account. I am a professional photographer and shoot events onsite at ballroom competitions. The orders are taken for the photos onsite and then shipped to the customer approximately 1-2 weeks later after printing, color correction, etc... When customers purchase the prints from us, they will pay either via cash, credit card or check (people stillWill user parsing and permissions be possible after the integration?
We would like the ability to be able to view invoices by user and also customize permissions so only Admin can see all invoices and limit Staff to view only their invoices. Will this be possible[Zoho Invoice] Addresses
It would be helpful to refactor Addresses in your services (specifically/e.g.: Zoho Invoice Customer Details) https://invoice.zoho.com/api/customers/<customer ID> So that the address elements in the Response are more obviously typed as Address. I think this would improve the clarity of your service(s) and it would help with the (de)serialization. E.g. The service currently returns: <BillingAddress>B-1104, 11F, Horizon International Tower, No. 6, ZhiChun Road, HaiDian District,</BillingAddress> <BillingCity>Beijing</BillingCity>Billing period indicated in the invoice
Hello, I didn't find in the forums any topic about a similar request: is it possible to have showed in the invoice (maybe in a dedicated field) the billing period invoiced from a recurring profile? For example: if I issue a montlhy recurring profile starting from 01 January 2009, I'd like to see in the invoice generate from this profile a field like notes with "period since 01 January 2009 to 31 January 2009" (obviuosly customizable, I'd need to have it in italian language). Now I'm using the "notes"Wrong email addres
Hi I created a Zoho Invoice account, and no i realized that my user name has the wrong email account, i was able to change it in the settings page of the account, but yet when i go in Zoho Invoice, under USERS, i still seeing the wrong email address, for each invoice i sent is being sent with the wrong address as reply address. However i saw that i'm able to edit other users account, and change their email address. where can i change my email address in zoho users? RegardsCannot add credit to invoice
"Click here" does nothing, just see some javascript in status bar "Apply credits" from sidebar does nothing at all. Tried in both Chrome and Firefox. Turned off popups. No dice. I would really like to bill these people today. Help.Are the main menu options configurable?
We don't use Estimates and would like to remove this tab from the main menu bar. Is this possible? Thanks EuGinlogo looks very jagged in invoice .pdf export
I'm noticing that my logo looks very jagged in the invoice export. I'm not sure why this would be the case since the logo has been uploaded with the requested specs (580x250) 300dpi, and the logo is a .png based on a vector design. Any ideas what might be causing this problem? Thanks, BrianHow do I change the invoice template so that the table for customer information and the table for products will start at the same line?
Dear All, I have tried to modify a invoice template. I have managed to make the design to almost fit my preference. However, there is one disturbing thing which I cannot solve by myself. You can download an pdf-file that shows the template and how I want to change it. www.myjoice.jp/print/Billing.zip I am sure it is a very simple and easy operation if you know HTML,,,,but unfortunately I do not know....so I need your help. Where in the html code and how should I change so that the both table willExport to PDF
Hi, my problem seems to be slightly different to others. When I export invoices or quotes to PDF the characters just turn to windings. I cannot read anything and am having to send my clients a saved HTML. It has never been correct. Cheers, BarryNext 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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