Importing Multiple Invoices with Multiple Line Items and Parts - CSV File
Hello, I'm pretty new to Zoho so this may be an easy one. I would like to upload multiple invoices from one csv file to zoho but the problem that I have is that each invoice will have multiple line items. Is it possible to import multiple invoices that have several line items/different parts to the invoice? For example the invoice that I need to import has the following fields: Customer Number, Invoice Number, Invoice Date, Order Number, Terms, Sidemark, PO Number, Telephone, Ship Via, Product, LineHow do I mass modify items?
I want to change the taxes on all items at one time. how do I do this without going into each item one at a time via the web browser? I tried exporting the items to a csv. I made the required edits in exel. Saved the sheet back to a csv. But when I attempted to import the items back into zoho invoice, I was unable to do so because there were already items with those names. please help. thank you.Stuck on "Please wait, while we work our Magic!"
I have business I need to conduct, and your site isn't working. I keep getting the "Please wait, while we work our Magic!" message. All morning. I have cleaned cache, tried different browsers, different machines, different devices, logged out , logged in, no change. Just a perpetual message of " Please wait, while we work our Magic!" I have very important business I need to attend to for clients, and I cannot even get logged in to my invoicing system. VERY FRUSTRATED.Can I have customer pay invoice payment gateway fee?
I would like to setup online payment for the convenience of my customer. I'd like them to pay the credit card fee if they chose that method of payment. I would pay the Paypal fee though. can that be set up? perhaps via optional surcharge?Invoicing- item description wrong characters
i created a new invoice#308. Please check in the attached copy, the description of item number 1 is not correct. why i got this problem and how can we solve it? Thank You,What's the meaning of ProductID that appears in invoice and estimates?
I was going through invoice api and i notice that 'ProductID" appears in both invoices and estimates. What exactly is a productid? I understand Item Id (because I'm able to create items in ZOHO invoice) but I'm wondering what is meant by ProductId. As part of Invoice user-interface, I don't find a way to create a product. Please clarify.Bulk Deleting 10,000 + items
Hi Is there a way to bulk delete all items in Zoho invoice A file of 10,000 products was uploaded, but we want to delete them and reupload them with a rate of $0 since msrp pricing changes too often to reupload products everytime, it is easier to just manually enter a priceAllocate Expenses
I’d like to invoice each client as I do, but I’d also like to allocate an expense to a specific invoice of that client. i.e when the client buys 100m of grass from me I’d like to allocate the suppliers cost of the grass to that invoice so I know how much I made on that job specifically. Not per client but per invoice. Does that exist already?Error Ungültiges Element ignore_auto_number_generation
We are trying to create a credit note and we are getting this error, can you help with that ?Showings API to create payment link with external bank
My bank offers a API to virtual terminal services. I'm able to create a payment link were clients can enter their card details. My problem is how do you setup Zoho Invoice to send API requests and then update the notes flied on the invoice to show theThermal printer support
Are there any format that can be used on thermal printer, as I can see format that are A4 in size and can be printer on thermal printerOAuth refresh token quit working
I went through the process of getting an access token and a refresh token. It was working for several days, but now I'm getting the following returned to me: {"error":"invalid_code"} When I try to make this call: https://accounts.zoho.com/oauth/v2/token?refresh_token=REDACTED&client_id=REDACTED&client_secret=REDACTED&redirect_uri=REDACTED&grant_type=refresh_token I've redacted any sensitive information in the URL above. I could probably just generate new tokens, but trying to automate clickingAuthtoken Deprecation for Zoho Invoice APIs
UPDATE (2 July 2021): We've extended the deadline to 30 August 2021 for converting Authtokens to OAuth. UPDATE (30 March 2021): Check out the set of FAQs we've added, that addresses some of the common doubts you might have when migrating from AuthtokensItalian "Fattura Elettronica" (Invoice System) and Bank connection
Dear Zoho, starting from the 1st of January invoice sent by email won't have any legal value in Italy as the government is implementing the Italian "Fattura Elettronica" for B2B, B2C and PA. I'm really looking forward to integrating Zoho One in our company but I've found this to be a huge drawback. I'm wondering if there could be any solution or workaround (from the integration to a 3rd party SW/App/API to the ability to export xml files for invoice, etc...) that could streamline the process. Also,Zoho Invoice's 2020: A Quick Recap
Looking for more updates? You can find the complete list of updates that we rolled out this year in our What's New timeline. Check them out and share your suggestions and feedback with us in the comments below. Or, you can always write to our stellarXero to Zoho API
I recently integrated a Xero account with over 15,000 invoices from Trade Gecko. Eventually we will move them to Zoho Inventory. The client needed rich reporting based on approx 300 products. The challenge was Xero had 100,000 products, as Trade Gecko allowed them to change their product names, SKU's were not unique (historical issue) etc. As you can image it was a migration challenge. We couldn't use an off the shelf API, as they would have created many duplication issues from Clients toCustom Function to update customer record when creating an invoice
Hi, I'm new to Zoho Invoices. I have created a custom field in the Customers table called 'Royalty'. Each time an invoice is created for that customer I want the total invoice value to be added to the Royalty field. The Royalty field will be a runningHow to import all unbilled time tracks into invoice ?
as in title - how to do that ? Is it possiblet to set recurrent invoice which will be always import unbilled time tracker logs for client ?Invoice Item without currency symbol
Hi, Probably a basic issue, but couldn't find the solution for the past 3h on the forum. On creating an invoice the item rate and amount has a value but without currency symbol (Euro in my case). Also the subtotal stays without currency symbol. Totalnotes in timesheet
I need to generate a timesheet/report that includes the notes I add to each log, but I see no way of doin this. Is the only way of accessing to edit each entry and/or hover over the little note icon? No way to list/export them?Custom Calculation field
Good day, Hoping someone can guide a newbie. I am using Zoho Invoice and estimate and would like to create the following custom fields and formula to show in the estimate and invoice Custome Fields; Rate US Price Final Price Rate * US Price = FinalCustomizing Invoice Items and Calculated fields
I've just started evaluating Invoice and have a couple of needs. 1. Items - Most of our Items are in one of three categories; Hardware, Software, Services. I would like to add a pick list field called Type and enter one of these values. I would then like to list the Hardware in its own section with a total, the Software in its own section with its total. 2. Calculated Field - We would like to create a "Deposit Required" field that is 20% of the Hardware subtotal. Is any of this possible? Thanks inFlat Project Fee vs. Hourly Rate
Hello! I am new to Zoho Invoice and am still learning my way around, but I have looked everywhere and cannot figure out how to invoice for flat project/item fees rather than an hourly rate. I complete work on both an hourly and project basis. Can someone please let me know how to do this? Thank you! LauraHow to Delete Organization?
Any ideas?DiscountTotal Estimate & DiscountTotal Invoice
hello is there any way how to sum all discount in estimate / invoice to show under EstimateTotal value showing DiscountTotal? I found in forums variable called DiscountAmount, but it is for just an item, not for all summary.Have customer notes show up when creating invoice
Hi, I would like to request a feature. When creating a new invoice and selecting the customer, if would be very helpful if the customer notes would show up somewhere on the screen. This way, things like 'Please use this hourly rate for this customer' or 'Please send invoice to both contacts' etc. could be added. Currently, the customer notes are not very useful as you can only see them when viewing the customer page directly. Subsequently there is no way to add specific instructions for each customerHow to enable "Submit to approve" for all (regular) users?
Hi! We recently introduced Zoho Invoice on a slightly bigger scale in our team and added the regular approval layer. In our daily work we were hitting a wall with this since apparently not every "regular" user can submit invoices but only in cases ifCan't edit PayPal payments?
It looks like the edit payment option is present but it is not there for payments that go through PayPal. I want to mark how much of the transaction went to PayPal fees. ...or is this done automatically? I need to edit a payment in Zoho Invoice and can't see how this is done now. I checked the help and there is this page: http://www.zoho.com/invoice/help/invoices/online-invoice-payment.html The screenshots they show are outdated. Thanks. JTimesheets. A way to manage blocks of time more efficiently
Hi, I sell blocks of my time and when it's used up invoice out another block of time. Right now I just run a timesheet report from when they last paid to see how much time is left but this is a bit long winded. Is there a way for me to set a limit ofNeed to send a formal receipt of payment
Hello, our latest client has requested a formal receipt for a payment they made on one of our invoices. I was surprised to realize that Zoho Invoice does not have this feature and there was not much discussion about this on the forums. So what do people use to send payment receipts? A receipt would include all of the information from the invoice as well as the date of the payment receipt and some language stating that fact. There should be an option to "Send receipt to Client" when a payment isHow to add customer statement in Zoho Invoice?
How do I add a customer statement to my invoices when sending to customers? I think it is only a check box somewhere, but I can't find it now.HOW TO SETUP SPF, DKIM in WIX domain
Do you have instruction for WIX domain, how to set up those ?Zoho Invoice and custom layout
Hi ! I'm using Zoho Books and custom layouts for my estimates and invoices. Are custom layouts also available (upon request) in Zoho Invoice ? RegardsCustom Fields in Timesheet
I'd like to add a few more custom fields within my timesheet when logging my time. Is this possible?Already initiated payment(s) for this invoice?
A client tried to pay an invoice online with Stripe integration and said when she clicked the button "nothing happened". Since then, when we click the "Pay Now" button we see: "Looks like you've already initiated payment(s) for this invoice. InitiatingLink to an Invoice for specific organization
Hello! We have a web service where we are using links to Invoices and Customers. And after we started to use few organizations our links started not working. It because if I follow by the invoice link in other organization it returns the error ResourceEXPENSE REPORTS - PLEASE HELP
I really really need to have the expense full report (on the expense section) reporting if the expense has been billed or not, the full report has everything but this. Yes there are reports in the report section which do this, but they are very limitedAuthenticate domain with TXT records not working after months
Hi, In Zoho Invoice >> Settings >> Organization Profile, I have a notice that I need to authenticate my domain with Zoho to prevent my invoices from going to spam folders. I followed the directions in the Authenticate Now button, by adding both the SPFInvoice web links with few organizations
Hello! We have a private web service where we have placed web links to invoices from Zoho. And this work perfect while we started to use few Organization in Zoho. Now if the user follow by a link and in Zoho Invoices was selected other organization weRecurring - Report monthly forecast of upcoming invoices
A look into the future. For long term contracts (f.e. Domain Names) it would be fine to have a Report (or Overview like on the home page for invoice age) of upcoming invoices / revenues per month.Next Page
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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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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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