Which hostname, IP adresses to add to my domains SPF record?
A growing percentage of email servers reject hostname/IP not matching SPF records of a domain. Your system sends emails in the name of our email addresses domain. Which hostnames, IP addresses do we have to add to our SPF records?Add additional payment reminders
Hello, Can you add more payment reminders. right now there are only 3...can you add the ability to keep on adding more reminders. Arthurdoes invoices work with the ZOHO crm?
does invoices work with the ZOHO crm?Can u create an invoice directly from a potential?
When i'm viewing a potential i cannot seem to create an invoice straight from within it. I have to create a sales order first then create the invoice from that. I'd rather not have to do this every time I want to raise an invoice. Can someone confirm that it is possible to create an invoice straight from a potential, if it is possible how do you do it? Regards DavidGoogle Chekout refusing to pay me
I don't know if there is a solution to this one. I have a Google Checkout link on my invoices and for the first time a client used it recently. But Google have got really obstructive with me. I cannot get them to give me the money. Eventually I received an explanation which was that the Google Checkout description did not contain a detailed description of the services / goods sold. I asked what I could do about this and I received the message below. The problem is that with Zoho, I don't think ICurrency conversion
We have customers using different currencies. I found that some reports don't convert currency values and just add up values from different currency denominations. This would render the reports as useless....Languages
Currently Zoho Invoice sends out invoices only in the English language. And customer statements are in English too. Is it possible that you add in other languages like SalesForce.com? Thanks.security
As far as i gone through all the functionality in the zoho invoice.all is well but it shows nothing about the security and related assurance for the security problems we are supposed to facecommas
why do we have commas in estimate figures instead of dots?? canbody answer pleasePlimus Integration
Zoho Invoice Team, Are you considering an integration to Plimus Online store http://home.plimus.com/ecommerce/? That would be a finer blend of both the worlds right? ---- Deepak Vasudevan http://thamizhththendral.blogspot.com/Discount still showing in PDF even if I removed it from the option
In French, discount still showing in PDF even if I removed it from the option. I tried to create a new template from an existing one and still have the problem. Going to edit the raw html to fix this but just wanted to report itPaypal link only shows up as %PayPalLink%
I have done a mock invoice and sent it to one of my email addresses just to beta test the invoice function of my business. In the email I received, all I can see is the same typed characters -- " % PayPal % " but includes no actual PayPal link that can be clicked and - you know - linked to a PayPal destination where customers will ultimately pay me.....so what do you think I need to correct in order to fix this and collect the money I am owed?Hiding paid and closed invoices
How do I hide all paid and closed invoices, so I do not have to select overdue and open each time I open the application. I would like to be able to hide all paid and closed invoices so I don't have to scroll through every invoice I ever prepared just to locate an unpaid invoice or am I missing something.Email PayPal link connected to wrong Invoice
When I generated an invoice email for a client with included paypal link the link that he got was link to pay for another clients invoice. I deleted that invoice and generated a whole new invoice and still did the same thing. Then I created a whole new invoice under a different client and did the same exact thing that email. Please help. ThanksBug in invoice Print version in Portuguese, actually prints in English
Zoho Invoice lets me choose the language invoice setup. In our case we wanted the Portuguese version. Once setup, we started "invoicing" and we could visualize that the invoice created was using the portuguese language and terms in all fields. The problem arises when we want to print the invoice! The print version prints the field terms in english! Is there another setup requirement somewhere else in the Zoho Invoice definitions that I may be missing? Need some help here. Thankyou, MarcosI Cannot Delete A Customer With No Activity
Hello, I have 3 customers that I would like to delete. I have checked the customer details to confirm there are no contacts, invoices, estimates, expenses, email history nor payment history. Yet I cannot delete these customers. I still get an error message that the customer cannot be deleted. BelindaStacked Taxes on Expenses?
Hi, I live in Quebec, Canada and we have 2 taxes, your software seems to handle them well for invoices but what about expenses? I need to track expenses that have both taxes since theses taxes are refoundable here in Quebec. Thanksimport payment
How do I set up my CSV file in order to get it to import payments in to zoho invoices. If any one has a template would appreciate it. I have tried following the one they have their but that has not worked for meComma is set wrongly when exporting expenses
see subject when I try to export my expenses the comma in the amounts are set wrongly. instead of 10.20 EUR it exports 1,020 EUR KaiHow do I record Business Partners cash contributions to business capital?
We have a business that has three business partners. Each partner is expected to contribute a certain amount in cash to cover initial start up costs, marketing, product samples etc. How do we go about recording these contributions with in Zoho Invoice?Re-calculate Item Rates functionality not working correctly.
Reporting a bug or what seems to be incorrect functionality. Basically, when creating an estimate or invoice for a customer that has a different currency than your base currency the "Re-calculate Item Rates" link does not work correctly. It re-calculates the rates based upon the item's set value rather than it's shown value. For example, let's say you have an item ABC in your inventory that costs $5 USD. You create an estimate for a customer who uses AUD currency. You add item ABC to the estimate.More than two sales tax charges
I can't select more than two sales tax charges on my invoice...i need to charge state, county, and city tax separately. How do i allow for the third sales tax column to be calculated? KyleEmail Templates - Missing Images
ZoHo Invoice Support Team, I am having a problem with images in my email templates. The images are not showing up in the emails that get sent. Let me explain. I have HTML code in the Invoice Notification email template within the Email Settings area. The HTML code includes the use of the IMG tag to embed images into the HTML email. However, when the email gets sent, Zoho Invoice is removing the SRC portion of the IMG tag. As an example, let's say my Invoice Notification template consists of theUrgent! Editing a Custom Invoice Template!
Hi, I have created a custom invoice template. When I tried to edit it I am getting a blank template area and am unable to do so. Please advice. Thanks, AbhishekZoho Invoice French Version
We use the services of other third party vendors to get our services translated. Post 2.0 release we have received lot of complaints from our French users, stating that the quality of translation is bad. We are working with another vendor to improve our French translation and soon we will be uploading the improved version. Until such time, as an interim measure all French version users will be redirected to the English version of the service. We are extremely sorry for the inconvenience caused.Zoho INVoice logo not showing on PDF
Dear Team, I love Zoho Invoice. I uploaded my company logo for the invoice. However, when I send it our via email, and it attaches a PDF, no logo is included. I have attached my pdf invoice. I checked the templates and it shows %ScaledLogo% as included Please advise as to how I can resolve this issue.Value-added taxes (VAT) included
Hi there, is it possible to have the value-added taxes included in the price? Example: I create an item, which price is 100. The VAT is 10%. So the Total, which the customer has to pay is 100. The included VAT is therefore 9,09. Thanks for help. Regards, Tobiasrecurring invoice last sent date
Dear Zoho, I've set up my first recurring invoices and noticed a small issue. When manually creating an "real" invoice from a recurring invoice, the "last sent on" date doesn't get updated. Greetings, ManuelManage Bills and Expenses
Hello, Can I also Manage the received Bills and Expenses in ZOHO? Best regards, Pascal UrsinusCan not add user to Zoho Invoice
Hi Support, The following mesaage comes up when trying to add a user to zoho invoice. Invitation has not been sent as the user michael.walshe@ is a member of another organization. This person is a member of staff and we would like to be able to have two people send invoices out. Currently it defaults to the one email address. How do we fix this? Thanks PhilHow to change user details?
In Zoho Invoice, under "users", how do you edit the user details? Specifically, I would like to change the name associated to the default admin user. For example, to change name from "your name" to "Client Service"...I would like the outgoing emails to associate this new name.How do get annual sales reports? or specific date range?
How do get annual sales reports? or specific date range?Help with Invoice
Can you tell me how to insert my contact information into an invoice?? I've tried everything and when I export to pdf I do not see it on there! Thanks. Anne MarieInserting an Image into a Custom Template
Hello, Is it possible to insert an image into a custom invoice template? I've tried using the standard img tags, and even inerting the html code via custom company tag. So far it works in the template preview, but whenever I export to pdf the image shows up broken. This is a really important feature to me, so I hope there is some way to make it work. Thank you!Invoice Due Dates & Late Fee Customization
Hi Is there a way to make payments due on a certain day of the month (for example the 1st), then having the term period subtracted automatically? For example, I want a reoccuring profile due on the 1st of every month, and have the program automatically subtract 15 days (NET 15) from the previous month. I currently have it set to start on the 16th, but since months alternate from 30 to 31 days (not to mention 28 days for February) it makes the due dates inconsistent. Additionally, I was also wonderingInvoice 2.0 french version is confusing
Hi I am using french as a part of my staff understands only this langage. The french version is unusable , most of the translation is confusion and have no sens. This is financial and we cannot use approximative words to mean "outstanding" "Balance".... Regards AmineUsing PDF as Background for PDF-Export - to get better Image-results
Hi! Thanks for this great tool wich is getting better and better! My biggest issue at the moment is the poor quality of Images in the exported PDF. i have a big image in the background, because i have a graphic-intense invoice template. but at the export it gets crumbled so that the most of the text is not readable anymore ... and also the filesize is an issue. is it possible to use a vector-based layout for the template - now or in the near future? my old invoicing-program used pdf templates (soPayment Options
Hi , Can I create more entries / drop some options in the payment mode ?Address issue with Authorize.net payment
My customers are telling me that even with their address being correct on the payment form it's getting rejected. I called Authorize.net but they have limited information on they actually typed in. I get the same complaint with different customers. Could there be extra characters being passed to Authorize.net by accident?Sorting of invoices keeps changing
Hi there, I log into Zoho invoice around 2-3 times a week. Usually I sort my invoice list by "Date created". Every now and again when I log in, this sorting criteria has changed. It's not clear to what criteria it is changing and how/why, but I find it a little annoying not seeing the latest invoices at the top. Can you please look into this and make sure the sorting function is stored in a cookie or on the server? Thanks, KaiNext 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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