Documentation bug: Zoho Invoice "How do I view customer details?"
There's a bug in the Zoho Invoice documentation for "How do I view customer details?" http://www.zoho.com/invoice/api/customers/customers.html#how-do-i-view-my-customer-details-unformatted? The Sample Response (shown below) is incorrect. The XML response (as expected) does not include "Customers" but "Customer" (no "-s"). Sample Response <Response status="1"> <Customers uri="/api/customers/3000000000328"> <CustomerID>3000000000328</CustomerID> <Name>Sample Customer</Name>
Hide discount Field
Hi, I don't really want my clients seeing a discount field on their invoices especially if they are not getting any!!! How do you turn this field off?
Summary Invoice with detail pages
Is it possible to have a summary invoice page and have subsequent detail pages that match the summary page totals?
Payment notifications???
Hi, I just started using ZOHO billing and invoicing for my web design and web hosting business, I was using intuit quickbooks but the deal is better here for the price and amount of things I can do for 14 dollars less each month is great. I have successfully set it all up and moved all of my clients and customers into it and began to send invoices which have been paid thru paypal. But I am not getting a payment made response from zoho invoice and so far i have had to go in and manually tell zoho
Zoho and PayPal Problem.
Hello, I am having a problem with ZOHO invoices it seems. I have been using intuit quick books for a while and I saw that ZOHO had the same features for less price and with more invoices, clients and recurring billing too. So i went ahead and canceled my Intuit account and joined up here. I moved in a few of my clients to test. I set up a couple of recurring invoices to go out to clients who I host and I have set up a couple of normal invoices going to people who owe me money for web design and site
I seem to get my organization duplicated in iPhone app?
Screengrab here
Paypal payments
Is there a way to setup the paypal payment to process the payment with credit card only? Meaning without the person receiving the invoice creating a new account with paypal. I have see some retailers simple ask for the credit card and it was process via paypal without creating a paypal account
Custom Terms and Conditions page - character limit and functionality with PayPal checkout
I am currently testing Zoho Invoice for functionality with terms and condtions page. What I am looking for is a streamlined solution, where customer has to review and accept agreement before making the payment. One way to do it would be echosign or docusign esignature and then separate invoice. It's $15 a month+ double work solution though. Another way would be fastdue with it's contracts and invoices. That's 2 separate emails though, with $10 a month pricetag. And finally, it looks like Zoho implemented
is it possible to set different sequencies codes for invoices?
is it possible to set different sequencies for invoices. For instance, I need to distinguished invoices by client file, so that I need to create a different invoice code for my different clients files: Ex. ART/2011/ 0001 and for another process I need to create Ex. IPS/2011/0001 Is it possible? if it is not take it as a suggestion Thanks Maria
put in extra rule for products
When I create a new product, for my invoice, i want a extra line for color.: i will explain it: when i fill in a new product, i want 2 extra scroll down bars where i can fill in the colors and the size, so i can fill in the size en color when i make a invoice, the scrolldown bars should be containing the size and colors, is this possible to fit in?
Is it possible to add HTML code to emails
Hi, Is it possible to add HTML codes in email notification. I want to add a code whereby my clients can click and make payments for payfast (South Africa)
Overdue days
Hi, Actually i wanted to calculate the number of overdue days once the due date is over in invoice. So there any way where i can subtract the due date from the current date. This will give me the number of overdue days. (This is possible in Excel buit how i can do it in zoho ) Overdue days = Current date - Due Date
Managing Organisations
How do you delete organisation created in zoho invoice and you don't want to continue with it any longer?
zoho paypal mail order phone order moto
Hi Is there anyway to use Zoho to process mail order / phone order payments through PayPal without getting the Virtual Terminal account with PayPal? Our customers want to provide the CC details over the phone, but because we are outside the USA we can't get a VT account with PayPal.
Insert a space between currency sign (THB).
Hi! I am generating quotations using the templates, and I would like to have a space between the currency sign which is THB. Right now, the automatic quotations have this format: THB1234, which is rather difficult to read. I would like to have the pricing displayed as THB 1234. Could you please teach me how to do that? Thanks!
change name/mail in mail from
When i sent a mail from withint Zoho Invoice, i get my logon name (jeroom.org) and my mail address (zoho@jeroom.org) i want to send a mail from Jeroom De Muelenaere with address accounting@jeroom.org how do i do this?
Online buying-car... data base
Hi Im DAvid, I am using Invoice to take my accounts... but I´ve an webpage where cutomers can buy my products. The problem is that I have to actuallice my inventory each sale... Anybody knows a way to upload my inventory and Invoce with Online purchases?
More than one company
I own three companies that in total send less than 5 invoices per month. I can not set up more than one company and logo on Zoho Invoice. I tried creating a separate ZOHO account but it keeps reverting me back to the one I set up already. Any suggestions? Gail Nowacky
Zoho Accounting
When is the release date for the Zoho Accounting package to include accounts payables and other accounting functions? Thanksk.
SMS API Integration
Hi Zoho, I think you guys rock... I would however want to suggest SMS API integration. Is this possible? I would like to do the following: 1. Send SMS Reminders to myself with invoice info. 2. Send SMS as Invoice Reminders to customers after 2nd Reminder (together with Emails) 3. Set SMS Notifications for Invoice to Customers and to myself (if they prefer to receive them) 4. Set other Reminders wrt Invoicing to myself on a specific dates. (sort of Task Reminders) Jerome
Invoicing in Chinese
I need to bill some Chinese customers. They need to read the invoices and statements in Chinese.... can this be done? is this in planning?
tax change on recurring invoices
the tax rates in the UK change on 1st Jan ive gone in and edit the tax rate in taxes settings - question - will recurring invoices setup previous to the change charge the correct amount? reason i ask is that the recurring invoices are showing my tax with a star next to it showing it's been modified but do i have to change it manually on each old recurring invoice or will it happen automatically when the invoices are due?
Eliminate decimal
Hi, How I can eliminate decimals in all invoice fields ? Thanks Felipe
Reoccurring Expense Option
Add an option for reoccurring expense. It would be great to input monthly bills such as phone, rent, and insurance once. This valuable option would save your customers time, and money by avoiding redundant activities.
Online Accounting and Zoho Invoice
Will Zoho Invoice be developed into a Zoho Online Accounting system for small businesses? It seems to me that this is the next logical step in the evolution of Zoho Invoice. Also I'm surprised that Zoho has not developed a Accounts Payable module with bill and bill payment features as the flip side of customers invoicing as a 1st step in this direction. What do you think? Can anyone from Zoho comment on this?
Error when I want to save after amending invoice.
Hi guys I get this frustrating error when I want to save an amended invoice "The following payment gateway(s) have not been configured : Authorize.Net, Google Checkout. Only the payment gateway(s) that have been configured can be selected." Kindly help Thank you.
Invoice Error
Hi guys I get this frustrating error when I want to save an amended invoice "The following payment gateway(s) have not been configured : Authorize.Net, Google Checkout. Only the payment gateway(s) that have been configured can be selected." Kindly help Thank you.
How can I get sign for "Adjustment"?
Hi, I try to get a tax and adjustment value from Zoho API. ( see below ) <FL val="Tax"><![CDATA[1412.5]]></FL> <FL val="Adjustment"><![CDATA[0.5]]></FL> On the web, I can select sign of adjustment. ( plus or minus ) But from API, I can't get this sign of adjustment. I want to know which value -0.5 or +0.5 How can I get which sign????
I cannot find the add payment link
trying to record a staged payment on an invoice . customer paid 200.00 against a 500 .00 invoice so only owes 300.00 the help says click add payment link but I cannot find it. Please help
Invoice from Time Sheet
When generating an invoice from a time sheet by task the invoice Item Table Configuration does not contain the date the line item occurred. Can this be changed? The settings section does not seem to have any options for this.
Urgent please reply ASAP. invoice API customer related calls
Hi, I am trying to delete a customer using invoice API. Since the POST method is needed, I am calling postURL command in creator and am making the following call: postUrl("http://invoice.zoho.com/api/customers/delete/"+ CustomerID + "?apikey="+APIKey +"&ticket=" + Ticket, myMapVariable,false); I get the following error: RESPONSE CODE: 500 RESPONSE TEXT: The server encountered an unexpected condition which prevented it from fulfilling the request. Similarly when I want to view customer details, I
remove email integration
when i open an email from someone it integrates this: Can i remove this from my emails? Zoho Invoice - Online Invoicing and Billing Software
Draft Invoices
How do you change the invoices from draft to save? When the invoices are in draft I cannot apply payments to them.
Reverse credit
I credited an invoice by mistake; how can I reverse the credit posting? Thanks.
Customer Alphabet Links
I noticed in the CRM under Accounts and Contacts that there are anchor links by alphabet to quickly get to customers further down the list. A similar function with Invoice Customers would be helpful.
A way to seperate billed hours from non-billed hours
Perhaps there is a way to do this already.. I often bill hours here and there, sometimes a side project will have a few hours here and there that I only bill at the end of a month or quarter. I need to be able to separate invoiced hours from non-invoiced hours when I create invoice or at least on the timesheet report. I suppose I could make a note on a task when I've billed for it.. but thats not very elegant.. and I know I'll forget. Any suggestions?
Translation Errors German
Wrong: drücken Right: drucken Wrong: Aufschlämmen Right: Aussetzen
Credit Card Details
In the place where I can check my Subscription, under Billing Details the first item is Billing Mode. In that line is a link to "Change Credit Card Details". When I click on it, of course that's all I can do. It would be helpful if I could check what credit card I have with you. All you need to display is "X"'s for all the digits but show the last four, and expiry date. Nothing else. This would also help in case some fraudulent people send me spam mail to upgrade my credit card details with Zoho.
confused on credit notes
Previously, when a customer sent me a deposit, I was able to credit their account and the amount showed in my daily receipts. But the new credit notes just seems to be a note about available credit, but doesn't add it to receipts. Now, I've been creating invoices for just the deposit and applying the payment so it will reflect in my receipts, then I created a credit note - is that correct or am I missing something?
Help! invoicing all over the place
For some reason this weekend and invoice has been sent three times, all with different invoice numbers and on different days. A recurring invoice for once every four weeks was in the system but it sent out three invoices. Is this something to do with the change of Daylight savings time in the UK?
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