tracking payment if customer pay offline.
is it possible to have customer payment who only pay us offline, meant use manual way as bank transfer or bank in directly to account. Can i create a payment options as pay offline? Thanks Shin shin@beandesignstudio.comallow user to add signature to invoice
such as uploading an image of a signature - which some clients requestACH (e-check)
Many services (ie. AcceptPay) have very low fees for ACH acceptance. PayPal is not competitive in this regard (and doesn't make it an intuitive process either). I checked Authorize a while back and seem to remember that their ACH fees were expensive as well. Are there plans to integrate Zoho Invoice with a processor that offers cheap and intuitive ACH payments? If so, when?Non-US credit cards
Occasionally we have an international customer who uses a regional credit card ie. Bancomer. PayPal does not support these kind of cards. Please consider additionally integrating with a company that can handle these kind of payments.client login status
I just started the trial version of zoho invoice, and I created an invoice that I sent by email. Will Zoho show me when the client has viewed the estimate? I have opened the estimate (that I sent myself), however zoho invoice only shows the status as "sent".Searching invoices...
I'm just trying out your invoice service and created some sample templates. I frequently have the need to search previous invoices to find previous jobs I have completed for my customers. I noticed when I use the "Search" field on the Invoices menu that it does not search any of the "Item" fields. Would you be able to implement such a feature? This would provide a more robust search experience for your customers, including me! Thanks! EDIT: I posted this in the wrong sub-forum the first time.Invoice - problem with PDF attachment
Guys - have you seen this? I have been using 'Invoice' to email my invoice PDF directly from within zoho to an agency who then bulk process all their incoming email attachments (many hundreds). But, according to them, just my PDF causes a problem as it automatically prompts "do you want to print this?" when it's opened - which halts their entire batch processing. I can't replicate the problem as the locally exported PDF opens ok on my PC. If I use zoho to send an email with the PDF to my emailHow do I get my data out of Zoho Invoice?
Where's the export button? ThanksVendor info and pricing?
Where can I put vendor information and pricing for the items I enter in?Printing goes to 2 pages....
Hi There, When I go to print ANY invoice, the Terms go onto a second page. (i.e. I get everything on page 1 & the terms & conditions go to page 2). Any help greatly appreciated, Regards, Enda.using different currencies within one invoice?
Hi, Is it possible to charge a client for items in different currencies? F.e. my services are often charged in Euros, but I incur expenses in $ or CAD $. Is there any way to list these items in their original currencies, with an option to convert into Euros or another solution to show my client how my expenses and fees break down? Thanks in advance.Outstanding figure bug
Hi The outstanding amount shown in the list of customers (or when you edit a customer) is different from the one shown in the search list for that customer. The second amount is exactely the first one multiplied by the number of contacts you filled for that customer. That's a funny way to double the business! regards aminewarehouse management
Zoho with when running the stock?Invoice numbers us COMMA instead of DECIMAL
Why does ZOHO Invoicing use comma seperators instead of decimals in number amounts? Example: 125,00 instead of 125.00 Is there somewhere to change this? Thanks, GavinNew to Zoho Invoice...how to import customer data from Thunderbird Address Book
Hi Does anyone know how to import customer data from Thunderbird address book to create new customers in Zoho invoice? Cheers, peteiError 1002
I'm trying to insert a customer but when I send the XML is always giving the following error. <Response status="0"> <Code>1002</Code> <Message>ID Inválida foi passada</Message> </Response> I had already done this test before and was not giving this error, can anyone help? Sample Code <?php $xml = '<?xml version="1.0" encoding="iso-8859-1"?> <Customer> <Name>Sample Customer</Name> <PaymentsDue>0</PaymentsDue> <CurrencyCode>CNY</CurrencyCode> <BillingAddress>B-1104, 11F, HorizonRestrictions for Staff users
Hi, can the "Staff" users delete Customers, Estimates and Invoices? If yes, is there a way to restrict them doing that? Thanks in advance YanickAnyway to add an "Info" or "Notes" field in the Customer Details?
I really need a misc. text box for individual customers to add things like "Customer XYZ receives $500 discount on POS terminals." Is this at all currently possible, or a planned update? Thanks.Automatic reminder from zoho creator and timings
I do not understand how automatic reminders work in zoho invoice? When you select 0 days before due date, when is the reminder sent? Is it send as soon as the invoice becomes active? If not, when? Also when specifically is the invoice sent? Is it send at the same time on the proper day that the invoice was originally created? I have been trying to test this but have yet to get an invoice reminder to send. What setting should i use to have an invoice sent to the client as soon as the invoice ismain Invoices window - show actual due date
Hi. I'd like to request that in the main "Invoices" window (where you can see a summary of all of your invoices) that you see the actual due dates instead of number of days until due. So instead of saying "Balance $100 due in 61 days", it would say "Balance $100 due on 11/21/10". I'm often on the phone with a client and they'll want to know when a payment is due and I have to open up the invoice to check that. Would be nice to see all due dates at a glance. You could keep number of days there too,Couple of ideas that would be useful
Hi guys, I have a couple of small requests. 1. When you go to estimates or invoices and click on items you can select items by checking a box and then choose create invoice. This is a really fast way to produce invoices where there are many items. However it would be fantastic if you could do the same with estimates. 2. Could you add the phone capture field to the add new customer form for quick adds when creating an estimate. Thanks PhilTax rates not appearing on invoice pdf
Hi! I cannot see the tax rates on invoces when I generate PDFs. Why? Default templates should have taxes. I tried to edit column manually and add it but I don't know how to add a column to the table in a template editor.Adding Users
How do you add users to the account and allow the users to access the the same invoice account? How can the users log in and create an invoice?Creating a Custom Payment Term
Hi.. I'm trying to add a custom payment term to my invoices. I tried following the instructions given in amministrazionentw's (Filippo's) previous post but I don't seem to be getting anywhere. I want to add a term value "Ship on Receipt", so that it shows up in my drop down list of terms to select. (For customers who have already sent a check for their goods.) Can anyone help me with a detailed step by step on how to get the job done? TIA, Barb artgalstudioseparating totals from sub totals on invoices
Hi, I cant separate the sub total from the total in my invoices.Call Invoice from Creator?
Is is possible to create an invoice upon clicking the 'Submit' button in Creator? I have a registration form in Creator and I would like to send customer and item information from there to Invoice so that my customers can register for an event and make payment in the same workflow. Ideally, Invoice would send a 'transaction complete' message back to Creator, but that may be asking too much. Thanks, J--recurring invoice
Hi, 1. Is there a way to create a recurring invoice using the invoice API. I really hope there is but I dont find it in the API documentation 2. Is there a workaround for supporting the autobilling feature of paypal/authorize.net since invoice doesnt support it yet? Is there a workaround using the API? Please do reply ASAP. Your help is very much appreciated. ThanksCan you use Zpost in Canada?
Hi there, love the zpost ability, does it work in Canada as well? Thanks! LauraleePlugin for Zoho Invoice
Is possible develop and add a plugin for zoho invoice?custom column
Dear all, Except default column, like item, Description, Qty, Rate, Tax, Amount, can I add custom column and how to add? ThanksTax doesnt show up on generated PDF
Hello All. This is my first day with Zoho and I have a problem, I have created a new invoice which appears correctly on screen but when I create a PDF the tax fields are left blank. The total is correct it just doesnt show any data for the taxes. Can someone give me a hand, ThanksSupport Traditional Chinese?
1. In create invoice page, it can only use the pull down menu to choose customer or type English character, however, it is unable to type Chinese. 2. To create PDF invoice, it cannot display Chinese. How to fix the problemYou do not have permission to access Zoho Invoice.
I am the Google Apps Administrator. Zoho Invoice shows as installed and enabled. I can also select it from the menu on my non-admin id. But all I get is this message "You do not have permission to access Zoho Invoice. Please contact your Administrator." Please reply with solution. I see others have had same problem for Zoho CRM.Traditional Chinese Fonts @ custom template
I want to show Chinese characters in my invoice. As I know that currently I can use custom template to do so, but there is no option for me to choose the font type. I would like to suggest you have to provide the following font type: Traditional Chinese Fonts: 細明體 新細明體Multiple cc's for email?
We are close to subscribing to this wonderful application. One issue we can't resolve is how to have multiple copies of an invoice posted cc'd. eg cc fred@company.com; pandit@company.com (etc...) In Outlook a semi-colan";" is sufficient to indicate there is more than one person copied. However Zoho Invoice responds in red that this is a invalid ID and will not send, unless it is just one addressee. Is this a feature? Is it possible in Zoho Invoice to have multiple email addressees. If so, how? Regardsshow credit in invoice
Can I show the available credit amount in the invoice?Downgrading Subscription from Yearly to Monthly
On 7/30/2010 I upgraded my account to the standard zoho invoice plan. When the upgraded processed I was charged the yearly fee instead of the monthly fee. I have called you all 3 times since 7/30 requesting the my account be changed to monthly instead of yearly and that the extra funds withdrawn from my account be refunded. I've been assured several times that this would be taken care of in 72 hours and it has not. I NEED THIS TAKEN CARE OF ASAP!!!! The invoice # is INV-139517Reports: Revenue by staff
Hi, I really need this report added to the Invoices Reports section: "Revenue by Staff" This is needed in order to allocate sales commissions at the end of each month. Will this be implemented soon? Thanks in advanceNicer looking emails in Invoice
Hi, I have been experimenting with using Zoho Invoice for my business. Is there a way to have nicer looking outgoing emails that accompany the attached invoice? ie. rich text with logo etc.incorrect translation
Dear Zoho, I'm writing to let you know there's a small mistake in the Dutch translation of Zoho Invoice. The "Bedanke-mail voor betaling versturen naar klant." Should be "Bedankings e-mail voor betaling versturen naar klant." Greetings, ManuelNext 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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