Custom Reports in Zoho Invoice?
Is there a way to generate custom reports on Zoho Invoice? Because I use a cash accounting system, the current reports do not display all the information in the way that I need it. Currently, the sales report shows sales based on Invoice date, but I only want to record a sale once the payment is received. Also, I separate my income by categories (coaching sales, apparrel sales). Is there a way to create a sales report that will separate into categories, not just by item ? With sales by item, II need a Statement rather than an Invoive
Hello, I would like to create a statement that would show the customers amount due (on a loan) then bill them monthly for the payment due and of course subtract that and have a new balance each month. These customers purchased a product through a personal loan and I need a way to bill them for the loan, how can I create a custom statement? Can you suggest a designer who I can hire to create a custom form for me? Thanks, Wendywhat is invoice 2.0?
what is invoice 2.0?Suggestions for imports csv files
I recently imported a list of customers, which was great. But the standard import CSV did not have fields for first name, last name and email...all data that I had in the original spreadsheet. i would have only had to cut & paste once. Since I could not do that it took additional time to edit every customer to add email to it's proper field. Maybe I missed something, but it would be nice to have those fields available for importing.Are payment reports avaiable?
Is there anyway to see a list of payments besides opening each invoice? Thanks.Payment Reminders not work
I configured 3 automatic payment reminders (Reminder #1, # and #3), 0, 15 and 30 days after due date. Notify = Customer and CC Me, but I have not seen any email from. I would have to configure any other options? Why my emails not delivery? ThanksCurrency Settings
How can I change the currency settings to: 1'111'222.55? And is it possible to round the amount of a bill on 0.05? thanksBatch Import of multiple "customer name" via csv file
Hello Zoho, I have a question in regards to importing multiple invoices from multiple companies. When importing from one single csv file it only imports one company and cannot import more than one company. Currently we "batch out" invoices on a weekly basis and we need to send out 200+ invoices with one import file versus 200 separate times on a weekly basis. This is our last hurdle and if this works then Zoho Invoicing is #1!!! Thanks in advance for your help, Bobproblems importing products from zoho crm to zoho invoice
everytime I tried to upload products from zoho crm to zoho invoice , i receive the same error message: "Faltan algunos de los campos obligatorios en el archivo especificado para la importación" it means that there are required fields missing for the import process.invalid date format in invoices
Hi; I create an invoice template, but the invoice date always appear in english and it will be important that it appears in spanish. Is there any solution? Best Regards Carlos CastroHow I delete All transactions
Hello.. Trying to change my base currency (to add articles in other currency) appears this message: "You have specified USD- US Dollar as your base currency. Base currency cannot be changed once transactions are posted, to change it you will have to delete all the transactions". I have only added an article. I need to delete it to change my currency? Thanks!PDF-files of estimates and Invices doesn't work with cyrillic. But (+)
But they work with cyrillic in forms - I can set forms in Russian and everything is ok, even email's. But attachments are not. Could you fix it? Best regards, VitalyHow to apply a % Discount?
Hello! I'm a new user, and I need to figure how to do the following in Invoices: Our customers provide us with the number of buys per month by product, then I calculate the buys times the retail rate, get a sub-total, then subtract local taxes and foreign withholding tax, then I am left with the Total amount due. I have looked at the tax function, and it only seems to add tax to the sub-total. Our taxes are actually subtracted from the total rather than added (weird, right?). How can I apply a "discount"Invoice 2.0 Suggestion: Access to full list of customer's invoices via Customer page
Hi, The new Customer page in v2.0 is great, but it would be better if there was a link or a tab to access the full list of invoices for that client, not just the summary of open, overdue and closed invoices. As of now, I can see that a client has 3 overdue invoices BUT I then have no way of simply getting to a list of those invoices with a single click. Thanks and regards, MarkInvoice 2.0: Clone invoice should clone with *today's* date
Hi, The new "clone invoice" feature is great, but I note that if I clone a past invoice then this is cloned with the date of the original invoice, not today's date. I used the clone feature and accidentally send out an invoice with a date of 6 months ago. I can't see any reason why a new cloned invoice would ever need to be sent with the old date of the original invoice, and I think that the functionality should work so that the clone gets today's date, exactly the same as would happen with a completelyInvoice Suggestion: Allow user to change order of customer contacts
Hi, This is an issue in both v1.0 and v2.0. When you add contacts to a client there is no control over the order in which the contacts are listed. Adding a new contact seems to result in the contact being added at a random point in the list and the user has no control over that. Sometimes adding someone who only needs a copy of the invoice results in them becoming the first person on the list and their name incorrectly appears in all email communications, rather than the intended person. I hopeEstimate Info Display
Is it possible to specify the columns to be displayed in the estimate? It would be helpful to have the amount of items and their unit costs displayed, when creating an invoice. Please advise, YounaOverdue Notification vs Payment Reminder
Under Email Settings I am in 'Overdue Notification'. All you can set here is the the subject, message and if I want CC. Save & Next then brings me to 'Payment Reminders'. I can set all the above plus 'When'. I choose 30, 60 and 90 days. I want to avoid my customers getting 2 emails at the same time (Overdue Notification and Payment Reminder). When and how often does the Overdue Nofication go out versus Reminders? If it's going to pile up 2 emails on my customer, can I turn Overdue Notification off?Minimum values for items
It would be useful to be able to set minimum currency values for items in invoices and estimates. We do some work with three items that have INTERNAL prices of 0.15, 0.20 and 0.25 euros each. The value we charge the the client depends on an analysis of the work which gives us a driver X. Sometimes the product of X * one of the rates above falls below 45 euros which is the minium line item. at present, we have to catch these cases in excel and correct the invoice in the form of 1 x 45. Another featureV 2.0 Invoice editing problem - Long item descriptions don't work well in FIREFOX
I frequently create invoices where the item descriptions are long and need to occupy multiple lines. This worked fine in V 1.0 as the item description edit box was large and you could see multiple lines of text at once. BUT in V 2.0 the item edit box control has been changed and although this works OK in IE, it doesn't work properly in Firefox. Although the control does support multiple lines, with Firefox only one borderless line can be seen at once and it is not possible easily to move up andFilters not working in Items
I've got 53 Items, but the filters, like Per Page, Page 2, or sorting by description are working. Ideas? I'm using XP and Firefox.How to export reports
Hi i was searching for a way to export the reports for my tax. is there a way? thanks a lot, arneAdding a new user
Hello, How can I add a new user to use zoho invoice? I have set it up with my account and now I want to let my co worker make the actual invoices. I hope this is possible as I do not want to give away my account details to the person (i also use my gmail for private mailing). Kind regards, Timmermans Jimmyhow to add shipping addresses
Due to the nature of my business I need to change the shipping addresses for the invoices of all customers. It is almost never that my customers have the same shipping address all the time. It changes with any new invoice. When trying to edit the customer, there is no way to add different shipping addresses, just one. How can I solve this issue? Your software is great. MartinINVOICE TEMPLATE
I wanna use your solution to create my invoices but unfortunetly templates don't respect regional traditions ... usually adresses of clients are printed on the right side of the sheet. We cannot find envelopes to show adress on the right side when we wan't to send by snail mail our invoices. Should you arrange this kind of template ? Best regards.unreadable invoice attachments
Hello, beginning from December 09 I am not able to attach additional files to the invoice, when I send it by email to my costumer. The invoice itself arrives readable, but other files like .xls, .pdf, .jpg comes corrupted and with name "noname". I use zoho Invoice since August 09 without this problem till mentioned December. What do I wrong? Regards, Lukas, CZOnline payment link not in Invoice Email
I have set up my Payment Gateway in Zoho Invoices and created an invoice for $50 but no link to pay online, SEE BELOW. George YourBizzWizz Hi George Polzer, Thanks for using our services. Attached is the invoice for the P.O.# %P.O.Number%. Please forward it to the relevant person to process the payment. To make payment online, click on the following link - %PayPalLink%. Feel free to give us a call at %CompanyPhone% or e-mail gpolzer@yourbizzwizz.com for any clarification. Assuring you of our bestCan Zoho Authorize.net Invoice link be REUSED?
QUESTION: If I do not need to track who has paid an invoice but just create a link to Authorize.net for let's say $50 which can be used to make a payment by anyone who clicks on the link, ie, I email the link directly or embed it into an HTML page. In other words can I reuse the link generated by an invoice or is that link dedicated to that invoice only and if it's paid cannot be used to pay online again. It would be a GREAT feature if Zoho Invoice would allow you to create "generic" payment linksImport old invoces without exceeding the month limit?
As soon as I will start using Zoho Invoces I'll need to import my last year invoices (about 30). Since the free Zoho Invoice is limited to 5 invoces per month, will I be able to import those old invoices? thanks, daniIs there any way to bill one client in different currencies on different invoices?
I have some customers who have their currency set as USD and most of their billing is done in USD. However, from time to time I have a need to bill them in my base currency GBP for some specific invoices, but there seems to be no way of doing this that I can see. The only workaround that I can see is to create two client records for the same client, one for USD billing and one for GBP billing, but this is not an ideal situation. Is it likely that the (hopefully!) soon to arrive multi-currency supportInvoice Language
hello. Interface in Zoho is in french ok, but if I make an Invoice, it comes in English. No possibilities to translate it ?Update amount based on currency exchange in reports
Hi... Perhaps I am not understanding how the multi-currency features work. However, here is what I experience. My base currency is CAD. I bill my US client in USD. e.g. $1000 USD I record payment of invoice and also enter exchange rate. e.g. $1000 USD @ 1.00 USD = 1.033 CAD When I generate a report I expect the amount for this invoice to be the amount in my base currency (CAD) as calculated using the exchange rate I entered when recording payment ($103.30CAD). However, this is not the case. The reportHow can i add a overdue payment to the system?
Hello, How can i add a overdue payment to the system? when i try to add a a payment to the invoice it states "Amount entered is more than the balance due. Please enter the correct amount.". It will be great to have a option to add overdue payment to the invoice. Also, i had an invoice that was move than the due date, it was not flag as an overdue invoice. ThanksAccounting - Receivable In & Payment Out
Hi, is there possible to have the accounting in the zoho invoice, All receivable IN for payment received and Payment Out for expenses etc. Any application that you may recommend? Thanksechecks with Authorize.net
Authorize.net offers payments with echecks. How can I add this option with Zoho invoices?multiple sales reps
how do i get invoices to have my sales guys log in and create invoices?Edit Payments
Hi, It would be *very* helpful to be able to edit a payment once posted, in case an incorrect entry is made. I posted some foreign currency payments with the incorrect exchange rate and now I don't seem to be able to change the payment in the system to get the exchange rate correct, so my base currency summary is now wrong. If you can implement this it would be much appreciated! MarkExplanation of Recurring Profiles
I've searched without success trying to find a more detailed explanation of how the "Recurring Profile" feature of Zoho Invoice is supposed to work. I assumed that once I set up a Recurring Profile (RP) that an invoice would automatically be generated and emailed on the Next Invoice Date. I set up a test RP and it did not email an invoice as I thought it would. Would someone explain or point me to a better explanation that what is in the online manual? In addition, I have a couple of questions aboutCRM Invoice Integration
I know you sync customer information. Will you be sync'n invoices as well anytime in the near future?WorkingPoint offers unlimited invoice at a flat rate.
Hello, I realize that WorkingPoint offerers unlimited / Users Invoicing at a flat rate. WorkingPoint If zoho invoice offers this option it would be great. Thanks alot.Next 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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