Amazing help staff at Zoho
Hi Readers I dont know what you all think about the help that zoho provides. I am actually amazed by it. I was helped by "Deepa R" for importing invoice information from my old system (Billings for mac) into Zoho. The entire process was analyzed tested and is now being migrated. Thats quiet a premium service. Any other good stories out there? Zoho rocks!Credit Notes?
Can this app do credit notes? If not when will it be implemented Great product RegardsZoho invoce is make with Zoho Creator?
Are all types of forms, lists, features that can be seen in zoho invoice can be done with Zoho Creator? Thaks for all.Sales order reporting
Here is what I want to do: a commissioned salesperson sells our product for $500.00 and collects a $250.00 deposit with the order with the balance due n/30. I need the salesperson to be able to enter the deposit and have the sales order show: Item sold Deposit collected/paid at time of sale Balance due w/due date I attempted to do this in ZohoInvoice but cannot create the report showing the sale amount, amount collected and balance outstanding. At the end of each week I need to create a report sortedSecond Invoice Identity?
Very happy with Zoho Invoice for our photo scanning service, and I'd like to invoice clients for our other services in the same way. The services have different names, logos, prices etc. Is it possible to do this within my Zoho Invoice account - or do I need to open a second, and third Zoho account? Keep up the great work Zoho. Jeff Underwood 1Scan.co.ukLate Fees: Not handled well on statements
I have recently started using the Late Fees featire of Invoice, but I don't think this is handled well on statements. Customers need to be able to look at invoices and statements and see clearly where charges have arisen and when they were charged. Right now, if a late fee is added automatically to an overdue invocie then on the next statement sent to the customer, the amount due for the overdue invoice appears as an updated amount. This will certainly confuse customers, who may look at the statementHow to import new customers from Zoho CRM?
I have Zoho Invoice up and running, have imported some customers from Zoho CRM, and am able to update those customers in Invoice when they have been updated in CRM. I can't seem to import a new Zoho Invoice customer from Zoho CRM. Am I doing something wrong, or am I stuck with a one shot deal to import contacts from Zoho CRM?Add more detail to the Aging Summary Report
I just finished migrating our data from Simply Accounting. In Simply Accounting there is a report where you can see every invoices that are unpaid for each client with colums like 15 days, 30 days + etc.. So it's almost the same report that you already offer, but under each client, you have a row for each invoice. Is tehre anyway you could implement that?My Customer's Data Base is Getting really big
It's been very hard for me lately to just find the customer's name when I'm making the invoice or estimate just because my database is getting really big. I know this could be easy to use as other competitor's website do. Please let me know if you are planning to correct anytime soon or I'll have to take my bags and move somewhere else? Please, help me out cse I do really love Zoho Invoice...., except for this very bad inconvenience... Thanks againMultiple Company Invoices & Export to Quickbooks?
Is it possible to create invoices for multiple companies? Our company handles invoicing for one of our clients. I would like to manage invoicing for both companies. Also is there a Export to Quickbooks or better Quickbooks sync available via Zoho or a 3rd party?Can't invite other user
We use ZOHO Invoice at work. I want to invite a college, but I can't. The system says that my college is already a member of another organization. How can I solve this problem and invite my college?Italian (and English too?) incorrect translation
Hello, in the Italian version, under payments type, the word "controlla" is wrongly used for "assegno" (Italian translation for the English word "cheque"). I looked up in the English version and I found that, instead of the word "cheque", You have used the word "check" (which in Italian correctly translates in "controlla"...) A strange case of correct translation of an incorrect word?!? Thanks in advance and keep up the good workUser Level Customization
Hello Zoho, Thank you for adding multiple users in Zoho Invoice. How can we limit the "user functionality" by user level? For example we would like a standard staff/employee to not be able to "delete or edit an invoice". Our company auditors stated that we cannot use this system unless those levels can be better monitored and managed. My proposal was to utilize the "reporting functions". Such as searching all invoices that were "deleted". Here is the problem we have: How can we audit who hasHow can I stop the "Total" from getting pushed down when my "Terms and Conditions" are longer?
Please helpImporting selective contacts
Hello Support and other users I have my ZI account linked to my Google Apps account and love it. So far so good. Now I tried to import contacts directly from Google Apps some customers... and the list is not alphabetical or any other that I recognize. What gives. I have about 2000 names in My google Apps contact book. I really do not want to go through all of them to find the 2 I need as new customers so I can bill them. So I tried exporting from Outlook 2010 as a vcard file, but the import wouldInvoice Tab
When I click on the Invoice tab, I would like the display to default to Open Invoices only. Any way of accomplishing this?Extra Features for Multiple Expense Selection
Hi, At the moment in Zoho Invoice the only actions that I can perform on a selection of many invoices are DELETE and CONVERT TO INVOICE. It would be wonderful if we could have more options, for example: Apply tax Not apply tax Change category name Change amount Change date Add notes Change name Thank you, AlexanderLessons Learned with Multiple Zoho CRMs and Invoice Integration
I have been using Invoice for a little over a month now and have learned a few lessons along the way. I hope this will help someone avoid the same mistakes. I have multiple CRM accounts based on the type of services as custom fields required are unique to the type of client. A number of customers are in multiple CRM's. CRM 1 had Accounts and Contacts linked to the Accounts. CRM 2 had mostly Contacts as these were individuals and not companies. I have one Invoice account. Invoice allows you to importUnable to sign in to Zoho invoice
I have a Zoho account and want to try out Zoho Invoice. I am able to sign into Zoho, but after that when I go to invoice.zoho.com while I am signed into Zoho nothing comes up and the the page is waiting for invoice.zoho.com forever.Auto-pay Question
When our customers receive an invoice, I would like them to have the option of giving permission to have future invoices paid automatically (via their designated credit card or ACH). We do not invoice at a set time interval (ie. every month), but our invoices are recurring (and are typically the same dollar amount). I am hoping that Zoho will build this feature into Zoho Invoice, but in the mean time, does anyone have suggestions on how to accomplish my goal with another vendor or software. WeHow to insert total VAT amount in invoice (Total - SubTotal)
Hi, in order to meet regulatory compliance in EU, we need to include the total VAT amount we are charging for VAT in every invoice. I can get the Total and Sub total amount, but i need Total VAT amount which is (total - sub total). How can I achieve this? I couldn't find any relevant placeholder for this. For example: I'm billing customer for 100 EUR VAT is 19% SubTotal is: 100 EUR Total is: 119 EUR Total VAT is: 19 EUR How can I get the Total VAT amount into template? Many thanks!Customising statements
Hi - I'm a new user and Zoho Invoice has been a great way to prepare and print invoices. Now it's time to chase payment, I'm afraid the customer statement function is not as strong, although this could be fixed easily if there was a way to customise the template in the same way as invoices can be customised. I really only want to make a couple of changes: 1, insert the word "invoice" immediately before where the invoice numbers appear on the statement. 2, add a payment slip at the bottom of the invoiceInvoice API: error while creating a customer
I was trying to create a customer using invoice API and I specified the following in the XMLString for the property PaymentsDue <Customer> <Name>Sample Customer</Name> <!-- Mandatory --> <PaymentsDue>1370.0</PaymentsDue> I got the following: RESPONSE CODE: 200 RESPONSE TEXT: 2Invalid Value 1370.0 specified for PaymentsDue property What am I doing wrong? ThanksZoho invoce users in Spain.
Would you know how many users have Zoho Invoice in Spain? thanksInvoice date questions
I've created an invoice in July, and I set the "invoice date" as August 1, and the "invoice due date" as September 1. Two questions: 1) If I send the invoice to the client now (in July), will the client also get an email on the official invoice date (August 1). Or if I send it now is the invoice date changed to today's date? 2) If I don't send any emails now, and leave the invoice in draft status, will it automatically be sent on August 1? Thanks, JillRussian Language Invoice Generation
Hi First of all Thank you for the apps. May I know when will it be available of Russian Language invoicing? Rgds Marlen B.Zoho Invoice with Google Apps
Hello, it's any plan to add Zoho Invoice to Google Apps Marketplace? Killing combinationTimeline
Hi, I wanted to know by when we can expect the following. The direction we take with our design is dependent on this - whether we choose to upgrade our accounts with Zoho Invoice or not. 1. When will the APIs for creating recurring invoice be introduced? 2. When will the auto billing feature be introduced in Zoho Invoice (and through APIs)? Hoping to hear a reply soon. Thanks a lot3 suggestions
Dear Zoho, Some small suggestion to further improve (the already great) Zoho Invoices: If you customize the date format, it is not used in the online interface, only in the invoices and mails being sent to clients... This might be a little confusing for the administrators ex: I've set the date format to dd/MM/yyyy but in the online zoho invoice interface, the MM/dd/yyyy format is still being used. The date 04/06/2010 (4 June 2010) will appear as 06/04/2010 in the online interface and might be interpretedCustomer Statments in Bulk
Hello, Is there any way to print all customer statments at once? We print customer statments once a month at the end of the month, but with up to 150 customers its very time consuming to go to each indiviual customer to print their statement. I'm the one who switched our office from Quickbooks so I'm very much still a novice. If i've missed the obvious please let me kno! -Best Regards Denise Mims Heney Financial www.henleytalkstax.comHow can I choose/set which Contact of an Account receives Invoice emails
Example: 1. In Zoho CRM, an Account has 5 Contacts. 2. I import all these into Zoho Invoice using "Re/Import from Zoho CRM" 3. When I send an email all Contacts are added to the TO field. How can I define a "Finance/Invoice" contact so that only the customer expecting an invoice receives emails? Ideally, I'll like to set this in Zoho CRM. but any solution is better than none! thanksCustomer Credit
Hi, Thanks to all at the Zoho team for the new Invoice Customer Credit function. It looks like it's going to be a useful functionality. I can't quite see how the held credit is applied to a new invoice, but maybe I'm missing something? Maybe the Zoho team could post a quick guide to using this new function? One thing I'd like, which seems not to be implemented, is to be able to email the client when a credit is applied to their account, in much the same way as an email is sent to confirm paymentMoving accounts
Hello i hope someone can help me. I have a [paid for Zoho Invoice account linked to my gmail email because that's how I started. Now I have moved part of my infrastructure to google apps and as zoho invoice is now available to the Google Apps marketspace I wanted to move everything across to Google apps... while maintaining my paid for plan of course. Been looking around, but cannot find anything that helps me. \can someone help me or point me in the right direction please ? Thanks A satisfied customerGoogle contacts idea
The Zoho Invoice - Google Apps integration is great, but there is a simple thing that would make it a lot better: In a typical scenario, you are adding one new customer at a time (assuming that you are already a Zoho Invoice user) rather than a whole batch of customers. Rather than hunting through the potentially thousands of contacts in your google contacts, it would be nice to just have a simple search box in the import contacts area to find the one contact you'd like to add. Easy right? On thisZoho Invoice google apps integration problem
When trying to log into zoho invoice using the google apps integration, I get the following error. The page you are looking for is temporarily unavailable. This can be because of an unhandled error or network connectivity issue. We will duly fix this issue.Cold be possible to integrate a newsletter system to Customer Database?
Right now our company is exporting the contacts (database) information out of invoices in order to be able to sent newsletters on a 3rd party application. Thanks, Also, we would like to include other kind of customer's information like the day of birthInvoice 2.0 - Rounding Error on Customer Balances Report
Hi, There is a small rounding error bug on this report. The report shows all customer balances in the base currency, but for some customers who I bill in a foreign currency they are showing a balance of a few pence (positive or negative) although their actual foreign currency account balance is showing (on their individual customer page) as clear. I guess that this is rounding in the foreign to base currency calculation. I hope you can fix this! Regards, Markcambiar datos compañia
Hola, no puedo cambiar los datos de la compañia, hemos cambiado la razon social y no me deja cambiar los datos para seguir facturando. Me podeis ayudar? gracias!Question
Question. We have regular customers who purchase the same service, with the same adjusted pricing every month. The only thing that changes is the quantity. When creating a new monthly invoice for this customer, is there a way to have it auto-populate with the particular item and any price adjustments associated with the customer? Thanks!Quote choices or alternatives
When I'm making quotes I often have the need to give my clients alternatives. For example: they can ask the price for 5000 or 10000 items, but when I add those items to the quote, both are calculated in the total price. I would like to have 2 different total prices: one with 5000 items and one with 10000 items so they can see the difference in price between the two options. Is that possible? Or is this an option that will be added in the future?Next 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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