German Salutation
I use the German version auf Zoho Invoice. Sending emails the variable %Salutation% is not substituted correctly. I get the English "Mr." instead of German "Herr". There are also a few other wrong or not translated terms but the salution is the most important for me. Over all I'm very happy with Zoho invoice!Sync with CRM
Hello, I've been looking around and cant find anyway to sync the invoices I have in Zoho Invoice with Zoho CRM. Where is the link to do that :) or what are the steps?Late Fee Terms printed on Invoice
Hello, I would like to have Late Fee Details to be printed on invoice and, since we have different terms for different clients I need to use data from settings set on "Payment Terms and Late Fee" page. There are Late Fee Details that can be set with different interest rate and our invoice must have the line such as: Terms: %PaymentTerms%. Interest will be charged at 1% per month (12% per annum), where "1% per month (12% per annum)" is the name in Late Fee Details. So, what kind of variable shouldCouldn't send the invoice...several times
Hello. I tried to send my invoice by email and I kept getting a prolonged 'Please Wait' window and 'waiting for invoice.zoho.com' message, then it tells me that it failed to send the invoice. Is there some kind of connection problem, because I've been trying the send this several times and I would really like to send this off today.Treatment of multi-currencies
Hi, Not sure if this is a bug or a "feature" but the way that different currencies are treated seems a bit odd. My "base" currency is GBP but I send some invoices to clients in USD, EUR, etc. What I note is that the "item" prices are always given in GBP (although the currency is not made clear on the invoice) and then at the bottom of the invoice the sub-total is also in GBP (again, currency not stated) and only at the end, for the final total, is the currency converted to USD, EUR or whatever usingPaypal not working
PI added my merchant aypal email to the field in online payment settings. I did not know what to do with the field below it. When I send an invoice, it is not including the Paypal link for online payment. Any thoughts?Back-up Option
Is there a "back-up" option so that all the transactions our company has done and will do in the future will not get lost? Can they be exported into PDF? Saved to a local drive?Postcode in invoice address field
How can I get the clients postcode to appear in the address field of a custom invoice?Zoho Invoice service Upgrade
Dear Zoho Invoice users, We are planning an upgrade on May 31, 2009 between 01:30 AM and 06:30 AM PDT. As part of this upgrade we will be doing some database changes to facilitate adding of new features. Regards Vinayagamoorthy Zoho Invoice Team Website :: Help :: Forums :: Blogs :: Twitter2 decimal places only
When looking at the report "sales by item" I get the following results in the "average price" column: Item code: Quantity sold: Amount: Average Price Item A: 9.00: £5,095.00: £566.111111 Shouldn't the last column only have 2 decimal places? Could you fix this? JonathanWhy does Zoho Invoice double count invoice activities
I'm new to Zoho Invoice and I like what it does and how it works. But it seems your pricing model charges for multiple invoice activities on the same invoice. For example, If I draft an invoice that gets counted as an invoice raised. If I save it or make it open, that's another invoice "raised". If I post it, that's _another_ invoice raised. In practice, there's _one_ invoice and three raisings. Is that correct? If so Zoho should come clean on the basis of its fees. If not, please advise best practiceZoho Invoice Service Upgrade on May 24, 2009
Dear Zoho Invoice users, We are planning for an upgrade to Zoho Invoice on May 24, 2009 between 01:30 AM and 06:30 AM PDT. In our last update we provided the ability for you to choose the decimal places. The current upgrade will provide you the ability to enter amount directly in foreign currency. Stay tuned. Regards Nagendra - Zoho Invoice Team Website :: Help :: Forums :: Blogs :: TwitterAbility to move the decimal place
I work in Japan and I would love to use ZOHO Invoice for my clients but when I bill them it adds 2 extra zeros on the end of everything. I know that sounds funny but this is what it looks like. roughly converted 1.00usd=100yen therefor when I bill someone for the equivalent of 10.00usd it looks like 1000.00yen. So if I could move the decimal point in or cut the end of the amount by 2 zeros that would be grand. Thanks SethList Price not showing properly in print template
I have set up products with List Prices which can go up to 3 decimals. For example 0.125 and so on. All the calculations are done correctly but when printing it only displays : 0.12 and not 0.125. The list price is set up correctly and it calculates and displays properly. This only happens during printing. Is this a bug? Or is there a way for me to fix it? ArunUnable to Delete the Discount Column when setting up a template for a new estimate in Zoho Invoice
I see the capability on your web demo video but I am unable to delete the "discount" column on the ZOHO Invoice when I am attempting to create a new "Estimates" template. It is also not allowing me to delete the discount column when creating a new "Invoice" template either. What are the instructions to do this? Thanks.Please round line items before totaling - BUG
I've just found a bug in the way that line items are added up to make the sub-total. The line items are *not* rounded before adding, which can result in an incorrect subtotal where the line items are not entered directly but are derived from foreign currency calculations. Please see this example: As you see, rounding adds an odd cent to the sub-total. An easy solution is to make sure that all line items are rounded before being totaled. Regards, MarkURGENT - Currency Invoice Rounding Bug
Hello, Since the recent upgrade there seems to be a bug in currency invoices where the line item rate is being shown to multiple decimal places, and ignoring the currency's decimal places setting. This is an example of what I mean, from a USD invoice, with GBP as base currency: Now I can't send currency invoices, as they look very odd with these many (irrelevant) decimal places. Would it be possible to fix this urgently please? MarkDelete multiple items
Good afternoon, I imported a group of items (approx 250 of them) and there were some error in how they imported. Specifically, the pricing was incorrect. It won't seem to let me import over the items that are currently in place, so it seems the solution is to delete all of the items and start over importing my product list. Can anyone tell me how to delete all the items at once instead of having to delete each item seperately one by one? Thank you, Marc.Zoho Invoice Service Upgrade
Hi, We are planning to upgrade Zoho Invoice Service on Saturday, May 09, 2009 between 01:30 AM and 06:30 AM PDT. This update focuses mainly on currency related enhancements, some of which are listed below: Support for configuring decimal places (0,2 & 3) separately for each and every currency. Support for more than two decimal digits in item price and quantity. You will be able to specify values upto 6 decimal digits for these fields. Other small enhancements and bug fixes.Thanks VinayagamoorthyImporting Customers & Invoices - full list of fields?
Is it possible to get a full list of fields that can be used when importing customers and invoices from csvs. I cannot find a list online and the example csvs only use a few fields - I have sucesfully managed to guess a few more for customer imports etc but would appreciate a full list. Fields of specific interest: Customer- Contact Name, Email address, Custom Field Values thanksInvoice - No Cost Item
Is it possible to add an item with $0 cost? I like to add a single item for say one hour labor $50. Then under that, all the actions done in that one hour. The actions under the one hour labor should be $0 cost. ThanksHow to indicate if an invoiced item were shipped or not
Can anybody tell me how I can show if a particular invoice was already shipped or not. At this moment, I can tell if the invoice is charged or not, but not shipped or not. Also, at the end of every month, I would like to know how many orders are shipped, or pending. Can anybody share the trick?UTF8 Support
There seems to be a small bug in Zoho Invoice. When I go to "Settings" -> "Company Profile" and input my information (that contains accented letters such as "�", "�" and "�" and so on) it doesn't seem to recognize them. They become garbled. And as a result, when I print out an invoice it shows them as being garbled as well. Anyone? :)About Statements
Hello, I have figured out how to automate my invoices and my overdue notices to go out automatically. Is there some way for me to customize a statement to go out automatically based on a pre-setting that I can customize by client? Thank you! Doreencustom fields in custom template?
Hi, How are the Custom Fields named in the templates? i.e. the variables? something like %CustomerBCustomField1%? I'd like to use my own template, but I can't seem to find out how to insert the custom fields. thanks! JGerman localisation
Hello there, I just opened my 2nd Zoho-Invoice account today for another business. Cool. A) Please tell me how I can change my first account that's currently in english (but not yet used for real invoicing) to german language. B) Please introduce a new format for Switzerland 1 234 567.00 (CHF) and a new format for Germany 1’234’567,00 (Euro). C) There is a small spelling error under "Estimates" Now: Voranschlagsenstellungen Must be: Voranschlagseinstellungen D) In german language, the day must beLanguage setting / Depend on OS default?
How to change the language setting? I want to have my invoices in English but the language setting has been changed since last time I issued an invoice in the end of Jun. Now the language is same as my PC OS language. I like this type of kindness but I want to have them in English. I searched in Invoice Forums/Help/Blogs but I could not find any tips. Tamopyedit invoice bug
hi, when i edit an invoice that was alredy created, the item doesn't stay selected. If you select the item, description is removed/reset as it was to start with. if the item is not selected and you save it, it removes the that line from invoice. - krisEnhance Items defaults
Are there any plans of installing a way to predefine the items discounts on the item details pages? That would be superb and would make invoicing for publishers and other trading enterprises much easier! Thanks for your cool software.Next / Previous navigation not working in Firefox
Hello, It might be a problem on my end, but I can't use the Next Page or Previous Page buttons to browse through my invoices. I think it may have been the case since I started using Zoho Invoice, but I never had to use them until I had enough invoices. I am using Firefox 3.0.8 and javascript is activated. All my adblockers are disabled. Although, I tried with MS IE and the buttons work, so it must have to do with the browser settings. Maybe something that can be fixed in the about:config menu?Date localisation
Hi, First thanks for the great work being achieved with Zoho invoice (and more generally for all Zoho application which are usefull for small business). I am using invoice with the "french localisation" ad the euro currency. Although everything is fine so far with currency, I am ahving issues with the localisation. Everything is localized within the invoice (I am using a custom template) but the dates. Indeed date get stuck in the american format : "13 May 2009" instead of "13 Mai 2009". ThanksSalutations
Any chance of having Rev added to the dropdown of salutations? Ta ChrisCustomise invoice views
Hi - it would really help me to be able to view all Open and Overdue invoices in one view. Are there any plans to add this?The Zoho Invoice Ecosystem
Just had a bit of a brainstorm idea about using Zoho Invoice. I'm in the process of going paperless (well, maybe less paper) in my small business. So I'm using Z Invoices to bill my customers and thought that I would show them the value of using Z Invoice to bill me as well. It's totally win-win.Sending invoices in pdf format
Can I send Zoho invoices in a pdf format?See the total turnover
Hi Zoho team, actually the only way to see the total turnover without the tax month per month is to select the tax report and watch the column without the taxes. My problem is that I also do invoice without the tax and this invoices are not calucalted in that report. How can I have the total amount invoiced without the taxes (also those invoices without taxes) ? Thanks a lot.Export in .xls or .csv
Hi all, first of all thanks for this great product, we love Zoho invoice! It would be very useful to have a link to export in xls or csv each time there is a list of items (for example: open invoice, customer list, etc...). Do you plan to add something like that? Thanks a lot.Invoice Item Order BUG
The problem is as follows As you can see every day I add another line item to an invoice, but once I reached January 25th, the line item moved to the top of the list, and every item after that, I would like them to be in order, any thoughts?Small improvement to Reporting requested please
Hello, I think it would be good if the Zoho team can add a small improvement to the default reporting options. There are present reports for: Custom Today This week This month This quarter This year This is fine, but often it's necessary to go back and look at the history, maybe to look at the total of last year's sales or last month's receipts, and this can only be done using the "custom" option. Any chance of adding: Last week Last month Last quarter Last year to the default report options? ThanksAudit trail for "sent" invoices?
Hello - love the product! The one shortcoming I'm experiencing is a lack of audit trail or some indication when an invoice has been sent (via email). A few suggestions: Consider introducing a new status beyond open denoting that the invoice has been sent. Or, consider introducing some form of Sent Mail type audit trail showing sent invoice history including file name attachments (file name only - no need to retain the actual attachment). Reasoning: When you have multiple people involved in theNext 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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