link customer records to invoice records
When I go to an individual record for one of my customers, I can see a summary of how many invoices they have, and what their status is (e.g., open, closed, overdue). Ideally, these would be linked, so that I can quickly jump to those invoices.Google Checkout Errors
When I click the link in my generated invoice email for google checkout, it goes to https://invoice.zoho.com/ZB_GoogleCheckOut.cc?EInvoiceID=NDY5NTcwMDAwMDAwMTIwMDEjMTIzMDAzNDc4OTAxNyMxMQ__ (it's just a test invoice, so I don't care if that link eventually works and someone sees the results) But it sits for a while, and then I get this error: "The page you are looking for is temporarily unavailable. This can be because of an unhandled error or network connectivity issue. We will duly fix this issue."Payment Options
I need to add a payment option, and change Check to Cheque. Is that possible?Cab Management
Want to know the processes in Cab Management SystemEstimate - Says "Balance Due"
Greetings Zoho Invoice Support, I have a request. When creating an estimate, the PDF version says "Balance Due:" at the bottom of the totals. Obviously, estimates don't have balances due since they are estimates and not invoices. Is there a way to change this? I think it should say something like "Estimate Total:" instead. Also, while I'm posting I might as well say that the Sub Total value in an estimate and invoice PDF does not contain a $. Just an FYI. Thanks for the great product. - MWMURGENT: Exporting into PDF broken?!?
Hi, I just tried to export a new invoice as PDF but I get a weird save-as dialogue of an html-file (as you can find in the attachment) Why doesn't it allow me to export to PDF anymore? I'm using the same browser as always (FF 3.05). I've tried in Chrome too but same problem. Please help urgently!!! Cheers Kai PS: I've complained about changing line-heights in my invoiceing templates in the past (without ever touching them) and it happened again recently. All the text in my tables got liftet up alist sorting does not work
My list of invoices is sorted in invoice number order by default (which is fine). However, when I click on a linked category heading, such as Status or Customer Name, nothing happens -- the list does not re-sort by that category as expected.Can't get to next page of invoices
I currently have 68 invoices, displaying 50 per page. When I use the paging button (or the page 2 link), I am *not* moved to the next page -- nothing happens. If I change the settings to display 100 per page, again, nothing happens. This also appears to be happening with other lists. I only have 45 customers, so I can't test the paging, but if I try to reduce the display to 10 per page, nothing happens.Can't change country setting
Have tried several times to set the country in invoice settings to U.S.A. However it keeps defaulting back to Afghanistan. I actually sent out an invoice like this. Not a big deal but obviously not something I can continue using if i can't change the country. Any ideas?create duplicate invoice / copy invoice / edit as new
Hi, please see below for our recommendations/feature requests: 1) in some customers many of the invoice services/categories are identical, we believe it would help a lot if there was a way to create a copy of an invoice, ie. duplicate it, or "edit as new" 2) vouch for the "send payment reminder" e-mail 3) vouch for custom e-mail "from" address with the necessary spf/domainkeys/sender ID authentication for the sender's domain, to avoid spam issues Thanks for the great service!Italian translation bug
On Invoice, bottom page, there is this "Saldo scaduto". it's mean "Total expired" I think this traslation is better "Saldo da pagare", that means' "Total payable". Sorry for my English, I hope you have understand and you can correct this bug very very soon, because I've started today to use your beautifull service :-) Regards, AndreaItems listed by Catagory
Could you make another field that enables the user to search for an item by catagory instead of viewing every item in the item list by description or item code?Italian version
Hello, do you plan to translate your Zoho Invoice to Italian?Another Logo wont work story
I have the logo on the main page online showing correctly - bet neither the correct sized version for printing or the low res web version will shon on invoices / statements etc - both to spec jpg's ThanksTerms & Conditions
I have defined Terms & Conditions in the invoice setting and have set %TermsAndCondition% where I want it to appear but nothing shows up in that area. Is this something we have to define per invoice or can we have a global variable?Filename of attachment
After attach the file from my desktop, the filename is modified. eg. Original filename: hello.txt Filename in the email: CDocuments_and_SettingsOwnerDesktophello.txt :?Cannot upload logo for invoice
I have made my PNG logos as directed. Small one is 72ppi, 140 x 60, large one is 300ppi. When I tr to upload either, I get this error message: Safari can�t open the page [URL removed] because the server unexpectedly dropped the connection, which sometimes occurs when the server is busy. You might be able to open the page laterWeb Service
I Zoho CRM provide any web service plug in like WSDL file or SOAP API? Thanks MujeebImported Invoices - Totals incorrect
Hi There is a rather major bug with invoices imported from CSV. I have double checked this and even opened a completely new account and imported the test sample_invoicing.csv file and the bug is still there. Steps to reproduce- -Use the sample_invoicing.csv -Import it -Open the invoice: Sub-Total: $48.00 GST: $3.36 PST: $3.85 TOTAL: $55.47 ....but 48+3.36+3.85=55.21 and not 55.47! I have tried this with a number of my own imports, using cumulative and not cumulative taxes, one tax, two taxes, differentMultiple user log ins
Is it possible to have multiple users log in to the same invoice account? We use zoho business and we can all log in to different sections and collaborate etc. We would like to be able to do the same with invoices, so we can all raise invoices within the same zoho space but under our different user names. It would also be nice if you could pull contacts from zoho business contacts (or at least have an import/export/syncronisation function)Own Domain Support
Dear zoho, Please add feature "Own Domain Support" Regards, transmediaZoho Invoice Service Upgrade
Hi, We are planning to upgrade "Zoho Invoice grid platform" on Saturday, November 15, 2008 between 09.30 P.M PST and 01.30 A.M PST ( November 16). The Zoho Invoice Service will not be accessible during these hours. Thanks Prasanna http://invoice.zoho.comCharacters Available in Invoice Description Field
Not sure where to find this if it can be changed... Our product/service descriptions can be very long and involved. Is there a way to change the number of characters allowed in that field? If so, how do I go about this? If not, can it be added as a new feature? Thank you!Change default text in standard PDF templates
For Internationalization it would be nice if the at the moment unchangable word elements of the standard templates like Invoice = Rechnung Bill to = Rechnungsanschrift Rechnungsadresse could be changed in the settings dialog. Regarding the XML standard templates and the HTML individual templates: Do they use different PDF libraries at creation time. We see some versions of PDF readers converters giving different results with these two types of PDF.Auto generated invoice number
Hello, I use recurring profile and generate the invoice numbers. Now there are some invoices generated, which I haven't send and I also deleted them. Now I have a disturbed invoice number range. How can I fix this, because I don't have the possibility to edit the invoice number, when I generate a new invoice, since they are automatic generated. Thanks in advanceCutom Template - Logo Bug
The Logo in my custome tamplate has a black background when I view it in PDF format. When creating the same logo in the non-custom template is just fine. What might be the issue?Item List Dropdown - Cant View All
When selecting an item from the dropdown list while creating an invoice, the item name is not completly visible. It is therefore hard to diffrentiate between items. I understand where short on space there, but if there was some type of tooltip or anything creative of that sort it would be extremly helpful.Customer Statements
Hi Guys, Is there any news on the "Customer Statements" option? I really need this feature. Thanks in advanceRecipient of Payment Acknowledgement
When I send the Payment Ack to the customer, it do not allow me to edit or select the contact person for the ACK recipient. It may disturb the customer if there are many contact in the company profile.Email statements to clients
There doesn't seem to be any way to email a client showing a statement of all their unpaid open invoices with ageing information. This is, I think, rather essential for the case where one client may receive a number of statements. MarkMultiple user
It is possible to use Zoho Invoice with multiple user, althought with an unique role? ThanksAutomatically filling Due Date
Hi Is there a way to automatically fill the new due date based on the Invoice Date. Say add 30 days from the date of the invoice. Thanks, ArunStatement bug - invoice with exchange rate
Some of my invoice is using the feature of exchange rate. When I try to generate the statement of account, some invoices is missing. After my investigation, it seems it is a program bug in statement generation. Please check. Thanks.Payment Reminders Bug
Greetings Zoho Invoice Team, I think I've come across a bug. I have set up 3 payment reminder messages to notify the customer when they have failed to pay an invoice. The first payment reminder is automatically sent when the invoice is 1 day past it's due date. Now, the system is working fine in that it assesses the appropriate late fee to the invoice total and then automatically emails the customer. However, the automatic email that gets sent to the customer has the ORIGINAL invoice PDF attachedPayment reminders sent twice
Hi, I just noticed that several payment reminders were sent out twice over the weekend. The first batch were sent at 23.08h GMT on Sunday night and then the same reminders were sent at 00.08h GMT on Monday morning. It's a little embarrassing to send the same reminder to the client twice within 1 hour, so please can you investigate this bug and try and make sure that it doesn't happen again? Many thanks. MarkAdd Amazon Simple Pay to Invoice?
It is great that you integrate with PayPal and Google Checkout payment gateways, but what about Amazon's Simple Pay or Checkout by Amazon? Any plans?Returns and Credits
Hi Does anyone have thoughts/ideas/workarounds for handling returns and credit notes through Invoice? I'm curious to hear how people are dealing with this situation. Cheers, Greggany plan for next upgrade?
any plan for next upgrade?CRM Sync Slow
Hi We have 7,600+ Contacts and 3 Accounts within CRM. Selecting "CRM Sync" in Zoho Invoice takes a few minutes to update. Since Invoice only imports Contacts that have an associated Account I would expect that it would search this table first making the process much quicker. Is there any way to speed things up on either end? Cheers, GreggZoho Invoice: Providing a custom seed
Hi Is there a way to provide a autonumber seeding for Invoices? For example I want the Invoice Number to begin from say 1000 or 5000 and the next invoice will be 1001, 1002 or 5001, 5002 and so on. Regards, ArunNext 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
Most Discussed Topics
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
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
ご検討中の方
Zoho Sprints Resources
Zoho Books Resources
Zoho Projects Resources
Zoho Orchestly Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Zoho WorkDrive Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho Creator Resources
Zoho CRM Resources
Sticky Posts
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
Top Contributors
SELVAPRIYA V
Naveen Kumar
Peo
NICOLAS SIGOUIN
Niels Przybilla | SF-Solutions