Preview invoice template as it would look in PDF
How can I preview the custom invoice template without actually creating an invoice? I want to see how the PDF invoice file will look like. Is there any way to do this? Thanks, EbitariHow to remove display of past invoices from invoices tab
Hello, I would like to NOT SEE past invoices on the invoices tab. Is there a way to filter that list by date or invoice number? I do not want to export or delete the invoices, just when I am working with them, I only want to see the ones that I am working with. (I need to send them to another person in the business, not the client. So I may send an invoice multiple times before he takes the pdf and uploads it to our client's module in our website. The uploading of it to the client module is the triggerMulti Currency - How can i show the base currency total on the invoice when the generate an invoice against a foreign currency account
Hi Zoho team, I cannot implement zoho invoice until i fix this issue. Base currency EURO Raise invoice against account with GBP Custom invoice does not allow me to create an invoice showing both currencies ie. there is no variable for base currency vs. customer currency. I would settle at the moment if i can show the transactions in GBP and only show a balance in EURO. is there a varaible for total balance in base currency ? Please adviseIntegration with general leger tools?
Does Zoho Invoice integrate well with any custom leger tools? We want to be able to keep track of our price for the product versus the price we invoice our customers for the product. Is this possible in Zoho Invoice of would we require to integrate with a general leger tool? Thanks, EbitariCustom report field
Will there be a custom report option in Zoho Invoice at some point like there is in Zoho CRM? If so what is the estimated time of completion? Thanks, EbitariUniversal change of exchange rate
Can I change the exchange rate for all upcoming recurring and regular invoices in one place or do I have to go into each recurring and regular invoice and change the exchange rate there? Thanks, EbitariZoho Invoice Service Upgrade on 5th December 2009
Dear Zoho Invoice users, We are planning an upgrade on Dec 05, 2009 between 00:30 AM and 05:30 AM PST. As a part of this upgrade, we will be doing database related changes to facilitate adding of new features like Organization Support etc in near future. So Zoho Invoice Service will not be accessible during the above time. Regards Prasanna Zoho Invoice Team Website :: Help :: Forums :: Blogs :: TwitterNew year, new invoice numbers
Hi, on 01/01/2010 I'll start a new fiscal year, so I need to restart invoice number counter. How can I do that? Thank you! ps. it's ok to get sequence like 2010/1...2010/nMy authorize.net is not working with the Zoho invoice.
My authorize.net is not working with the Zoho invoice. I contacted Authorize.net and they said it is on your end. Please look into this ASAP. My company name is: Prime Florida Land CorpFont Size
Can the font size be changed on the Invoice printouts? Too small to read especially the notes at the bottom of the invoice.Overtime Billing
Hi, We invoice overtime for evenings and Saturdays @ time + half and Sundays double time. Is there a way to add this to the items for invoice? (It works with the "Tax" drop down, maybe change "Tax" to "Extra Time"?) RichRe Export Option to Payment History
Hello, Is there a ready made Option to Export the Payment History. This would help a great deal in filing the Service Tax Returns Icomm TechnologiesInclude Estimate totals on Overview page
I think it would be extremely helpful if estimates that have been sent out were included on the dashboard the same way that open invoices are. Also, being able to open or close estimates, so that "stale" ones don't show up in the same way that potential revenue does. Thanks Cameronuploading estimates
I have followed the procedures, managed to import contact no problem, now my ESTIMATES, have opened the sample file and used the headings but do not know what some of them refer to??? and keep getting ;Some of the requred fileds are not present in the file spedicied for import; so assume I am not filling them in properly?? Can someone help.Zoho Invoice - Planned Downtime on November 8th
Dear Zoho Invoice users, Zoho Invoice needs to undergo a maintenance update on Sunday November 8th at 01:30 AM PST. The service will be unavailable for 15 minutes(approximately) during this period. Regards PrashantAutomatic Payment Reminders For Invoices - BEFORE Due Date
Greetings Siva & the Zoho Invoice Team, I am really enjoying your new service, and love the fact that your team stays in constant contact with your clients via these forums. :) I'd like to discuss the operation of your Automatic Payment Reminder. I think this is a great feature indeed, but I'm wondering if a small change could be made. Right now, the only time you can have automatic payment reminders sent is X days AFTER the due date. If this is a payment reminder, it would be nice to be able tonext page button or page number button
some reason, mine doesnt work, using mozilla, any idea?Items management
It would be nice if I can order items with tags or in mapsLine-height of Company Address on template
Hi, The line height of the company address table is too small on the invoice templates and the lines almost overlap each other - i've tried editing the template as a custom template but when you do this it loses other formatting and also it does not print to pdf very well - <hr> appear blurry and so do the table borders. has nobody else noticed that the line-height needs adjusting?Total Payments Collected Report?
If I wanted to get a report of say all the payments collected throughout the year, can I do that? I see the Payment History option but it does not add the total at the bottom. Am I missing something?Copy Invoice / Quote Function
Dear Sir, can we add a copy invoice function? so we dont have to re key in a long invoice if needed? an exact copy, but have to key in another invoice number / quote number? Saves alot of time re-typing a simliar invoice that may need some slight adjustments like quantity change or removing 1 or 2 items. Do advise. thanks!google checkout problem
I am able to send an email invoice, but I when attempting to pay the invoice the client gets this message: "We accept payments only in USD and GBP via Google Checkout. Please contact ttt@domainname.com for details." I am still on the 60 day initial signup period, and my google checkout account says that I am confirmed. any hints on what I am doing wrong? thanksEUR (€) symbol in PDF export
Dear friends of Zoho, I have an issue with the PDF export in Zoho Invoice. The PDF doesn't show the € (EUR) symbol correctly. It shows € as "€". Please let me know how I can resolve this issue. Thank you, Giordano.Additional day on payment terms (Net 31)
Hi After saving a new invoice the Net terms change to show an additional day; so if we've selected terms of Net 30 days it changes to become Net 31, 45 days becomes 46 etc... No matter what I do to go back and double-check or re-select the correct terms it still always shows up on the final invoice with an extra day. We need to resolve this as obviously we want to make sure the correct terms are on our invoices! Is this a bug or something we're doing wrong? Thanks P.S. very pleased with Zoho InvoicePrint customer notes on invoice
Hi, how can I print the text from Customer Notes field on the invoice? thanks thevillaWhat is an Invoice Cycle
Helo, I am currently using the Standard service for Zoho Invoice (150 invoices/estimates per month) and created 5 invoices until yesterday, today I needed to create other invoices but Zoho Invoice didn't allow me, telling me I had already used the 150 invoices during the current cycle and that I should either Upgrade or wait until the next cycle which begins on october 7th (tomorrow). I know I created far less than 150 invoices during september so I don't know what Zoho Ivoice coniders a "Cycle"VAT No. for Europe usage
Hi, when invoicing in EU you must use VAT number (preferably for both sides). In certain countries there are additional Tax ID numbers. Please do not exclude EU users, "invoices" is easy, neat and usable application thanks mdgarf http://en.wikipedia.org/wiki/Value_added_taxtaxable fulfilment
Hello everybody, I see zoho invoices produkt and have to say: Great! But there is one think that make me trouble. You know, I live in Czech Republic and there all companies have to use one special date parameter: taxable fulfilment. Are you plan to support it as well? It would be very useful for many peoples from my region or similar. Thank you for your reply in advance! Best, Jakub MachCustomer Statement Layout Confusing
Not sure if this is really a bug, or just a suggestion for an improvement, but I think that the Customer Statement layout is confusing. Both new invoices *and* customer receipts/payments are shown on the statement as positive numbers in the same column. I think that for the statement to be a better representation you need either: to use two columns, one for invoices and one for receipts, to separate them better, or to show the receipts/payments as negative numbers, so that the running total is moreI wish Zoho include the name of each variable so we can manage that when customizing Templates
Trying to add the Customer's Zip Code and Mobile # on the Estimate and Invoice, but having really a hard time, cse don't know how call them. Best Regard for any help PC Tech Services, LLCInvoice will not print
See attached image for error message. When I click the print icon or Export icon I get an error message. Sorry, but I can not attach an image. It won't work. Internet Explorer can not download ExportAction.do from invoice.zoho.com geewiizzDUPLICATE/RECURRING INVOICE
Hi There, in our business we have, for example, 100 customers. We issue invoices to each of them and, specifically for evey customer, items in invoice are always the same; Only the amount is different (our business model creates revenues on a fee basis). So, to make it easier, customer "X" invoice always include Item 1, item 2 and item 3. So i would like to create a template/duplicate invoice that i can "easily" open whenever i need to invoice customer "X" and then i simply have to change the amounthow do i change my password in zoho invoice?
how do i change my password in zoho invoice?Custom Report For Sent Estimates
Currently the report engine in Zoho Invoice only seems to be based on Sales. Is there a way that we could have a report option for sent Estimates as this would be useful in determining my current pipeline.Thanks JonathanEmail estimate - From Line
How do I adjust the from line for email of invoice and estimate?Suggestion: Add column totals to Aging Summary Report
It would be a good idea to add column totals to the Aging Summary Report (and other reports too, but this is the most pressing need!). I hope that you can consider this idea and implement it oin a future release. MarkAuto Sync invoice to Calander
I would like to see when we create an invoice and schedule the date we could also schedule a time block and have it auto sync with the calander.Costum template saving problem
Hello, I have made a Costum template. Every time I want to save it i get the following error after saving: Template id cannot be less than 1 occurrence After I look at the template again the changes are not saved. This also occurs when I just open the template > change nothing > and save it. Is there a solution for this problem. Am I making a mistake? Edit. This error only seems to occur in opera 10Adding the exchange rate on a completed invoice
Hello, I have a Canadian business and do most of my billing in US dollars. Currently I have to add the exchange rate that I have used to calculate the line items in the Notes section of the form. Since the values is already entered at the top of the form, could you make it available as an option when defining a custom invoice format? Thanks!%Amount% feature wanted
Hi all, As we won't be able to support all payment gateways, I think it will be easy if you could add the amount of the invoice: %Amount% The problem with %Total% is that the currency sign is put before it... so I can't make up a payment link (it ends up in a broken URL). Thanks!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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