How 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there is this page: http://www.zoho.com/invoice/help/invoices/online-invoice-payment.html The screenshots they show are outdated.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.Items Custom fields - add options
Hi, I have added an custom field to Items, in the form of a dropdown box. I wanted to update the text of one option and add another one after already creating an invoice which makes use of this optional field. Now, when I want to create a new invoice, Zoho is throwing me an error "Illegal value specified for a Dropdown field" Can you help me identify the underlying problem and provide me with a solution? Thanks KevinTask Templates
Hi, Each project I do is based on, primarily, one of two tasks, each with their own hourly rate. If you could set a project template so that each time you create a new project it was auto populated with each of these tasks, an optional description andCustom Columns on Timesheets page
Hi The ability to customise which columns are shown on the timesheet homepage with the projects overview. For example, I book in each project under a project number, which I have set as a custom field within the Project, and it would be handy to be ablespf
we have allready add this but doesn't work , what is wrong, please see attached filedealing with post dated cheques
Hi, can you help me please the best way to deal with this We sell an item of three months duration that is paid for with post dated cheques in monthly stages example - item is sold £3000 Cheque 1 is for £1000 due at time of sale (say Sept) cheque 2 is dated 25th of next month (Oct) cheque 3 is dated 25th of next month +1 (Nov) Now, with invoice number one it's simple - i send a standard invoice as usual But with the other two here's what i want zoho to do next month i want it to send an invoice onEmail invoices with reservation at hotel
Hello. Do anyone got this problem too? Every time i send an invoice email to a client it make a reservation at some hotel and it happens to a specific client. I don't want that. I checked email invoice template but everthing is OK.What's New this October 2020 in Zoho Invoice?
Hello, everyone! In this past month, we've added an array of features and enhancements to Zoho Invoice. Here's a roundup of everything that's new. Sign estimates using its public link Your customers can now digitally sign and accept estimates right from the estimate link that's shared with them. This is convenient for one-time customers who don't have the Client Portal enabled. All they need to do is access the link, enter their email address (the one that is associated with their contact in ZohoBilling Method: By day (so that I can assign price per day as the billing unit)
HI, My billing method is by complete days - that is Pay per Working day (not hours) How can I get this option in the billing method when I set the project? Please help. Thank you Yonathan yoni1961@eupfp.orgAttaching External Images to Invoice Templates
I have built a template that uses external images (stored on http servers) to display really good looking invoices. In the browser the images show up fine in the template. (<img src="http://xxxxx.com/images/invoice.jpg">) but when it prints to PDF, the only image that shows is the LOGO image that was set in the settings. Is there a way to get your PDF builder for ZOHO INVOICE (AND ZOHO CRM) to include external images in the Invoice?How can I create a project with no rate and no budget for internal activities?
Hello, I use zoho invoice for a consultancy company. we book project hours with a rate and a budget. we also book hours on "non billable" internal activities. ATM I need to create a project with 1€ rate and no budget to log my "non billable" internalMutiple invoices from one estimate?
Hi there, We use Zoho Invoice extensively to issue quite detailed estimates to our clients. The total of this estimate will often then split across multiple invoices. Is there a way we can automate this split in Zoho invoice? 1) Create estimate worth (say) £3000 2) Invoice 1 = 30% of estimate (£900) 3) Invoice 2 = 40% of estimate (£1200) 4) Invoice 3 = 30% of estimate (£900) All of the above is run with the estimate as the source. Is this possible or is it in the roadmap? Kind regards andBilling and subscription
I am looking for assistance with taking payments from clients and provide billing to them. Will the invoice app act as a payment processor?How to Set Up Multiple Organization Names in Invoice Templates?
I have a "dba" business name that is different from my corporate name, and I would like to send invoices and other corporate communications from each name (DBA name and corporate name) from time to time. How can I set that up in the templates? Thanks! John HollwayDelivery Note
Hi, i want to know how to generate or create new delivery note. I want to precise that i've cofigurate it, but i don't know how to generate it in pdf to print and send it to my client. Best Regards, Serge MENGUEMEThai Language Support for PDF Font?
I was unable to see Thai font in PDF of my invoice. How to fix this? Thanks in advance WinHow do I create a custom invoice number sequence?
I'm trying to find a way to use a custom numbering scheme for my invoices, but I can't find a way to do this in Invoice. How can I accomplish this? Thanks, TimHow can I set up different rates within the same project for different persons?
Hello, I use invoice to timesheet consultancy projects. I need to define different prices per profiles. Junior --> XXX euros Senior --> XXXX euros How can I do that? and automatically compute total amount based on timesheets? Thank you.Payment Reminder History
I am using the 'Payment Reminders' which is an excelent feature. Would it be possible to automatically record the fact that an Payment Reminder has been sent in the invoices 'Comments & History' Cheers DeanNeed help ! with installment payments
I originate and invoice for lets say 1000 and I only get paid 200 , how do i set up for the balance to be invoice in monthly installments, please give me some tipsGet invoices meeting EU requirement VAT standards
Hello, I am setting ZOHO invoice for a business based in belgium. I face 3 problems. 1. Most important - I can't get the VAT amount to added to my total amount even though I check the box "add tax to amount" in my template setup. See picture for understanding. 2. Requirement - How to display one line with total of VAT amounts (as required by law) before my total amount 3. Less urgent - I want to log my time sheets in hours and bill in days. Do you have link to tutorial? Thank you for your help.Zoho Invoice - Need Deluge Coding Help
Hello, I would like to write a code for calculating sales commissions after creation of each invoice. I added a custom field for commission percent to CRM Contacts module and synced this module to Zoho Invoice. Custom field for commission percent : cf_commission_percent Custom field for commission amount : cf_sales_commission Formula : Sales Commission = Invoice Total*cf_commission_percent/100 My code is as follows but it is not working. Any help is appreciated. customerID = invoice.get("customer_id");Automatic Invoice Creation and Sending (Authorize.net)
Hi, Let me first outline the customer purchase order and book keeping flow: 1. Customer fills out form to be subscribed to our membership 2. They are charged through Auth.net and set up with a subscription with ARB (Automatic Recurring Billing) 3. Using Auth.net's silent post URL, information is sent to Zoho CRM 4. Every month (on the same date they began the subscription), they are charged once again. For this step, an invoice should be sent with the status of paid to the customer to inform themEmail in /api/v3/contacts
How could I add an email or phone number to new contact using Contacts INVOICE API? Even if I put it in JSON, contact saved with empty fields. { "contact_name": "Sarah Doe", "company_name": "Testimonial LTD", "payment_terms": 15, "email": "example@gmail.com", "phone": "+18001234567", "website": "www.example.org" }Next Page
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Coming Soon in Zoho Invoice: Send Invoices Instantly via WhatsApp
We're working on bringing a new level of convenience to your invoicing experience. Introducing a much-requested feature in Zoho Invoice: You can now share invoices directly to your customers via WhatsApp! With this new option, you can: Share invoicesWhat's New in Zoho Invoice | April - June 2025
Hello everyone! We're excited to share the latest feature updates and enhancements we've made to Zoho Invoice from April to June 2025. In this, you will learn more about the following features: New Integrations via Zoho Marketplace Add Images to EmailWhat's New in Zoho Invoice | January - March 2025
Hello everyone! We're excited to meet you with the latest set of feature updates and enhancements made to Zoho Invoice from January to March 2025. In this, you will learn more about the following features: Leave Organization Pin Columns in List PagesZoho Finance Workshop 2025 is Happening Now!
Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and takeChronicles of 2024: The Year in Retrospect
As we close out 2024, let’s take a moment to highlight the new features and updates that have enhanced Zoho Invoice in 2024. Among the exciting enhancements, we have launched a new AI-powered chatbot designed to assist you in understanding the app's features
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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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