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" }Retainer Invoice payment not showing in Invoice
Hi - When I get a new client I have them pay me half down. I send them a retainer invoice (and apply to their invoice) and when I'm done with the project I send the main invoice. But I can't figure out how to show the retainer paid amount on the main invoice. For example I charge someone $650, they pay the retainer of $325. I bill them when I'm done for the remainder, but the invoice shows the balance due to be $650, not $325, even though I have applied the retainer to this invoice. Am I missingCurl: invalid value passed for authtoken
Hello there I signed up today at zoho.com and tried to generate few invoices as a test. I generated authtoken using link provided in the documentation and called following command: "curl https://invoice.zoho.eu/api/v3/invoices?authtoken=9fb16****" (hidden for security) I tried both on bash on linux machine and cygwin command line in windows. Unfortunately, zoho returned: {"code":14,"message":"Invalid value passed for authtoken."}. I tried few times generating new authtoken, deleting old ones, butHOW TO ENTER AN ENTRY TO SALE THROUGH ECOMMERCE PLATFORMS
I AM SELLING THROUGH AMAZON. SO HOW TO MAKE A INVOICE, CREDIT NOTE, COMMISION ETCWhat's New this August 2020 in Zoho Invoice?
Hello, everyone! We are here again to keep you up to date about the latest features from Zoho Invoice. This month, we have focused on updates that can save you time. Read on to see what's new this August. Accept online payments instantly with payment links Receiving payments from your customers is now just a link away! Introducing the Payment Links module in Zoho Invoice, where you can create and share a payment link with customers within minutes. This payment link can be used to collect miscellaneousAdd tax to subtotal
Hi, I would like to know how I would go about setting up an invoice template to be able to add tax to a subtotal. The current tax settings seems to work out the percentage of tax from the subtotal (i.e. inclusive), but In Australia GST tax is added on top of the subtotal with a grand total displayed beneath. I've tried both the Grand & Spreadsheet Plus templates without much success. Is this possible at all? Many thanks in advance.Unable to Access my Zoho Invoice account
I erroneously removed the main email address for our Zoho Invoice account during a Zoho Mail setup and now I can no longer login to the Zoho Invoice account to which the email is associated. We had recently made a payment for the Zoho Invoice account in question and now we are unable to use same due to this issue. I'm really stuck and would appreciate if any could provide a timely help with this issue. Thank you.Can a single invoice be sent to multiple email addresses?
I have a customer who normally receives his invoices by email, but his wife would also like to receive a copy to her email. I typically create invoices by importing them from a csv or excel file. When I email the invoices, I send them in bulk (25 at a time). I realize that when I am emailing a single customer (not using the bulk send feature) I can input an additional email address into the cc field. When sending in bulk there is no obvious way to do this. I can add another contact to a customer'sHow to NOT Add Tax Automatically to Recurring Invoices
Hello, I've been using timesheets to track billable hours and I have associated projects with recurring invoices. The problem I'm having is that tax gets automatically added to the invoice for the services. We don't tax services, only goods. Is there a way to set up Zoho Invoice to only apply taxes to goods?Clients cant respond to zoho invoice email
Hi there, I recently switched over to Zoho Invoice. I am having trouble with my clients not being able to respond to the invoice email. they are receiving a bounce back email . Please help, this is affecting my business. The response from the remote server was: 550 A URL in this email (email-view . com . au) is listed on https://spamrl.com/. Please resolve and retry I am successfully receiving email replies from all other emails, except Zoho invoice emails I can successfully send an invoice withHow to print invoice from Zoho Invoice Android app on a 80mm printer?
I would like to use my mobile pegasus 80mm printer with Zoho Invoice to print the invoice on the spot while at the retail shop. Any help in this regard is highly appreciatedStatements not working for full year
Hello, I am trying to create a statement that shows all outstanding invoices for 2020. However when I select "This Year" as the timeframe it only displays invoices from 1st April 2020 and not from the beginning of the year like it should from 1st Jan 2020. Can this be fixed? I am unable to create accurate statements now.Separate E-mail for Recurring Invoices
Do you have something in the works already so that the e-mail sent for recurring invoices can be customized separately from one-time invoices. If not...this needs to be added to the list. The recurring billing feature is a little lacking. Also, being able to set the total number of payments would also be helpful instead of trying to calculate the date the payments should stop if its a short-term arrangement.Set Time Entry billed_status and invoice_id using API
Is it possible to set time entry status to billed and add invoice_id via API?Invoice Template
I need the invoice template/layout as the attached pdf. I was not able to create one like that using your template customization. If someone can create one like that would be good. Thanks BernardClient Portal is now available in Zoho Invoice
Hello Zoho Invoice users, We are excited to let you know the Client Portal feature available in the new version of Zoho Invoice. Now, you can have your customers access a link to view their estimates and accept/decline it, view invoices and make payments to it. You can get notifications of the activities in the portal. Click here to know more. How can I enable the portal? 1. Switch to new interface. 2. Enable client portal for your organization under Organization Profile. 3. Set-up your portalwhen I email a invoice how can i see it was sent and also were i can go to see all emails sent
when I email a invoice how can i see it was sent and also were i can go to see all emails sent?SEARCH ITEM BY DESCRIPTION WHEN I CREATE AN INVOICE
Good Morning I would like to know if this is possible to add a search bouton in decription field of invoice creation When I create an invoice, I would like to select my item with the description, not with the item name Thanks in advance for your help Best regardsNext 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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