Delete payment made and Balance due in invoice template
I only need sub total ,taxes and Total in invoices.Can I hide payment made and balance Due fiekd ?How can I enable Client Portal via Deluge Task?
zoho.books.updateRecord("contactpersons"...) doesn't seem to work (invalid URL). How do I update a contactperson? Please Help!How to raise debit note to my customer
if i want to debit my customer for some charge, how do i do that. there is an option to make a credit note, what about debit noteStripe Test Payments
Hi, We are trying Zoho Invoice to see it can match our requirements. We want to check Stripe integration and workflow, but can't find a way to make payment with a test card. I have changed Stripe mode to test, and reactivated stripe integration, but it still don't accept credit card. Is there a way to configure to accept test credit cards or a way to test payments without charging from credit card?Multi-languages on Zoho Invoice
Hi, It would be important to be able to work with Zoho Invoice in multiple languages, things like : - Associate a certain language to a customer - Having the reminders and notifications in several languages, so we could select what language to be used for each customer. At the moment we are using different Zoho Invoice organizations, but that is a lot more work because you have to setup everything on each organization (even all the common options), you have to manage customers lists in each ZohoHow to setup Plaid for Stripe ACH payments
Is there anything special I need to do inside of my Plaid account aside from requesting access to production and agreeing to the terms? I have linked my Stripe to Plaid but I see a lot of information about having to run server side code and scripts inHow to create a customer using API and get customer_id to use in create invoice API
Hi, I have an online portal to sell some digital assets. The portal is completely independent and has no integration with Zoho in any way. Now I am planning to use Zoho Invoice API to invoice my users. which means whenever someone buys anything from my site. I will hit ZOHO invoice API and generate an invoice for that particular customer. But according to invoice API documentation, customer_id is a mandatory field to create an Invoice. So I am planning to create a customer in ZOHO if it does notEmail Multiple Invoices Simultaneously To A Customer
I often have customers request copies of mulitple invoices. Is it possible to send multiple invoices at once in one email?spanish invoice needs summary for each tax type
Hi, in spain, by law, if an invoice contains several tax types (for example 10% for food, 21% for transport), we need in the bottom/footer of the invoice a summary of the totals for each tax type like this: IVA base imponible IVA 10% 50,00 € 5,00 € 21% 100,00 € 21,00 € There can be for example 5 food products in the invoice, each with 20,00 €, and food has 10% of TAX. And one transport for 50,00 €Invalid value passed for label
I get the error message "Invalid value passed for label" when just creating a simple Estimate. I can't seem to figure out what is causing this. It certainly would be nice with there was some guidance as to what was actually wrong. This is very, very frustrating. Please help.Need a Help Migrate from Wave to Zoho
Hi dear My friend. im member of waveapps since 2018. so i have 400+ invoice in wave app. but at this movement i have to migrate to zoho. so i have export my all record. but i have cant understand how to import that record in to zoho. who can help mPlaceholder for Month Name to use in email template
Hi, I do not see "Month Name" as a placeholder to use in the email template area. Is there something that I could use that will autofil in the email template I have something like "Invoice for the month of %Month Name% 2018"?How to automate report generation and email?
I would like to have a sales tax liability report run the 1st of every month and emailed to me. (I would also like this report to have a total amount for each column, not just the total sales tax collected, but apparently that's not possible.....)Retainer Invoices NOT treated as a Receivable
When I issue a Retainer Invoice to a customer, it is an amount I expect to be paid and when not yet paid it is therefore a Receivable. Zoho Invoice does not treat Retainer Invoices as a Receivable and does not include them within Receivables on the Dashboard. This behaviour is fundamentally wrong. When chatting with support, the explained the systems behaviour as to why they do not treat a Retainer Invoice as a Receivable because if I issue an Invoice and then use the Retainer balance to pay thisInvoice rounding after tax - round to .x0 or .x5 possible?
Hi there, Is it possible to round the calculated amount on the invoices to steps of .05, .10, .15, .20, .25, etc? Example: Amount = 102.25 Tax = 8.2% Amount = 102.25 * 1.082 = 110.6345 Amount to be shown on the invoice = 110.65 Can that be done? Problem is that in my country, the smallest coin of the currency (Swiss Francs) is 5 Rappen. 1 Swiss Franc has 100 Rappen. So all amounts are rounded to a multiple of 5 Rappen. Thanks DanDifferents rates per profile - Consulting company
Hi, I would like to be able to set up rate per profiles for a consulting company: - junior - medior - senior The rates are project specific. How may I do that? Would you have a link to the documentation? --> Rate per Task is not an option, as differentMexico Invoices for Mexico
I have a question regarding invoices for Mexico Now since the goberment force to use the electronic invoice system, we need to generate a chain provided by our ministry of finance that allows to sent a invoice to the client in PDF, is any possibility to include this database in de ZOHO system?Why wont Zapier let me generate a token to connect to my Zoho Invoices?
used to work - now it doesn'tSEPA
Hello In Zoho Invoice, I can't see anything related to SEPA direct debit (SDD) at xml format regarding new rules in Europe for the invoices that I would be asking for automatic payment through SEPA regards !What's New this March 2021 in Zoho Invoice?
Hello, everyone! The latest updates to Zoho Invoice range from a separate module for developers, to advanced analytics right within the Reports module. Read on to discover all the new features we've added in the past month. Developer Space We've addedInvoice Font Size
I can change the font size for most of sections in the Invoice, but not for Custom fields or fields in the Document Information section- any way to change the font size for these ?Exporting Invoices to Zoho Sheet
Can't seem to view/export invoices into Z Sheet. According to the help info for Zoho Invoice, I should be able to do this, "Alternatively you can click on the “View” link, which will open the data in “Zoho Sheet”. This will facilitate viewing and editing the data in bulk". This does not seem to work.Change Base Currency
I want to change the base currency in Zoho Invoice. The HELP section says that it can be done as long as all transactions are deleted first. I have deleted all the transactions but I can't see how to change the currency. Hope someone can help. Thanks MatthewRemover Powered by Zoho
Hello, Im a paying customer with yearly recurring subscription, its been around 3 years. But for the first time now, Im seeing powere by Zoho at the bottom of my invoices. Please advise me on how to remove this statement as I cant have other comanies mentioned on my invoice. Thats not what im paying for. Regards Austin JoyTax Rate and Tax Amount
Hi, I only want the tax rate to appear in the item table. However, if i select the tax rate without the tax amount, it does not appear. I have to select both for the tax rate to appear. Note: I want the total amount to include tax. Thanks. Below ishow to change "thank you for your business" text in invoice before sending out to customer
Where can in the Zoho Invoice template setting and change "Thank you for your business" text to my preferred statement in invoice before sending out to customer?IMPORTANT UPDATE: RBI's new rules will affect your customers' recurring card payments (Indian Edition)
Update (31 Mar 2021): RBI has postponed the new regulations to 30 September 2021. This post has been edited to reflect the new deadline. Hello everyone, Due to an RBI regulation that will be in effect from 30 September 2021 (extended deadline), recurringAdditional Income
How can I report additional income without having to make an invoice? I work as a freelance sound editor but I also have a part time job with a company and I'm on W2 status, but I use that additional income to pay for equipment and upgrades in my freelanceAutomatically apply credit note to the next recurring invoice
Dear Zoho, I seem to remember there was a setting that allowed me to choose to automatically apply open credit notes for a client to his/her next recurring invoice but i can't seem to find this option any more. Is this feature still available or do i have to apply the credit notes manually? I'm informing about this as i reward clients who refer a new client with a credit note that would be applied to their next hosting invoice (which are recurring invoices). Greetings, ManuelClient Pays 1/2 upfront and 1/2 when work completed
I charge clients 1/2 upfront and 1/2 when the work is completed. What is the best way to do this with Zoho Invoice so that I can see the total amount for the work, what has been billed, what has been paid, what is left to be billed and paid.Can't create new invoices "invoice already exists"
The title pretty much sums up the error, it's stuck on the last invoice we sent out. I don't want to delete it and see if that helps, we shouldn't need to. We can't create any new invoices so not sure if there has been a known issue for anyone else?Invoice Report with details of each invoice line
Hi, I need to create an Invoice Report displaying all invoiced with each invoice showing the its component products, quantities ordered and price of each line of the invoice i.e. Invoice 23012 - might contain three products of various quantities ordered within. This would create a report with many rows as each particular invoice would have on average three productsAdding a disbursements fee to an invoice
When invoicing for an architecture company, rather than charging for mileage, printing and so forth, we will often charge a flat rate disbursement, typically at 8% of fees. As it is income, it does need to be taxed as well. What do you recommend is theCan we store the values in custom fields?
I have a few invoice custom fields where we will use certain values again. Is there a way to store these values for easy reuse?Can I get a notification when draft invoices are created?
Hi, I use the recurring invoice feature a lot and it creates draft invoices that I then check and send out. Is it possible to get a notification when a draft invoice is created? If not directly within the app will Zoho Flow do this when draft invoicesHow can I print a blank invoice for use on-site at clients?
Hello, I did this about a year ago when I printed an initial batch of invoice blanks, but after the new ZOHO invoice launched, I have a completely new company logo and need to print myself some new blank invoices. Someone told me how to do this in the old version through a support email, but since you now have to select a customer to save a draft, this old method does not work: Create a custom template with the template that you generally use for invoicing. Remove all the place holders in that template.Add Columns to Invoice Template
Hi, I would like to know if its possible to add more columns to the Invoice Templates present in Zoho Invoice as below. Is there any other possible way to create custom columns? Even if it means to create an Invoice from scratch.negative payments
Hi. I have a customer who's payment bounced. I have already recorded the payment before it bounced. Now I want to show that it's bounced, and add the bank assessed fee to the invoice. according to these: https://help.zoho.com/portal/en/community/topic/edit-payments https://help.zoho.com/portal/en/community/topic/how-to-record-a-refund-event I should be able to enter a negative payment, but I'm getting the error "Please make sure that the payment received is not negative." What am I supposed to do?How to add other my payment methods
Hello Zoho, Like your soft very much so far. CRM and Invoice in particular. We allow our customers to pay with several payment methods and some of them are not in the list. For example there are Webmoney and Yandex.Money which are very popular in Russia and not in the list. Please could you let me know how can I add or change the list of of payment methods to have correct statistics? Kind regards, AndreyAssign a commission rate to an Item
Hi, Is there any way to assign a commission rate to an item in Invoice? When I generate an invoice, I need it to also generate a bill that I have to pay to my sales rep (that is assigned to that customer). Thank you!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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