How to change Item Table titles from "Task & Description"
When editing a custom invoice template using a custom layout. How do I change the columns and/or the titles of those columns for unbilled time that has been added to the invoice. Below is a screen shot of what I would like to change. The use case: We
Estimates & Invoice - Mark up on items
it would be awesome, if i can add an mark up to my items. Items would show my wholesale cost and then the mark up on an item (percentage), this of course will not be viewable by my customers. thanks for the great tools!
Why are some reports not available for scheduling?
I know I have asked about this years ago, but I can't understand why only some reports are able to be scheduled while others are not. I need a monthly report generated and emailed for my sales tax liability.
Sales by Item total not equal to Payments received
I'm running reports on my Zoho invoice account for the previous year. The total showed for the "Sales by Item" report is LOWER than the total showed for "Payments Received" Can someone explain why? I'd understand if the Payments Received were lower than
Late fee custom function
I am currently using the following custom function to execute a 1.5% late fee on invoices that are past due. //create a variable to get invoice total and add a 1.5% fee latefee = invoice.get("total").toDecimal() * 0.015; orgID = organization.get("organization_id").toString(); invoiceID = invoice.get("invoice_id").toLong(); //display the value stored in the latefee variable info latefee; //add late fee and adjustment and store the total amount in the variable 'adjustment' adjustment = invoice.get("adjustment").toDecimal()
Late fee customization
I would like to set up late fees. I have searched and cannot figure out how to accomplish this. Also, on the app I am unable to select the "terms" while creating an invoice. I just have to select the due date I want. This is disappointing because I use the app 99% of the time. Any help is greatly appreciated.
Automatic Late fee on some invoices, but not others.
Hello, I was wondering if there is a way to set the automatic late payment fee on only the invoices I choose. All my clients have recurring profiles that invoice them monthly for our services. These have a late payment fee if they do not pay by the 15th of the month. However, we also sell an occasional product to our clients also. These invoices I do not wish to have a late payment fee for. Thanks, Chuck
Late Fee customization on Invoices
We just switched from Freshbooks to Zoho Book since we integrated Zoho One across the company, however, I'm having a difficult time figuring out how to automatically add our late fee? We send invoices out on the first of every month. We have Net 30 day terms so usually expect payment by the last day of the month or a few days later at most. We charge a late fee of 1.5% of the invoice per month if payment is not received by the 15th of the following month. So if we issue an invoice on July 1st and
How to create automatic Estimate Reminder Email
Hello - We do a lot of Quotes/Estimates. However, we always fail to follow-up with customers on these quotes. Therefore, many times we fail to convert these quotes into orders. We want to automate the process of Quotes/Estimate Reminders. Here is the
Zoho invoice report needed: Sales by country
Nowadays is vital analyze sales by country. This report on sales by country need to be based on a country code table. Very simple and a great tool. Thanks a lot Zoho Team. Keep up the good work¡
Zoho Invoice vs Zoho Subscriptions
Hi, I'm using Zoho Invoice to run a newspaper subscription business. I just saw the release of Zoho Subscriptions, should I migrate over? What are the benefits?
Xero Integration with Zoho CRM
Hello! Suvichar Technologies, our partner, has developed an integration utility that lets you sync your Zoho CRM accounts, contacts and invoices with Xero (a popular Accounting package). Vinay Joshi, CEO of Suvichar Technologies, has posted about this integration in our blogs. Read More. Do try this integration and let us know your feedback. Regards, Sharanya R The Team Zoho CRM
Tax Not Adding to Total!
Hi, Taxes are not adding to the total invoice amount. Please advise. Thank you.
How to select invoice template via api ???
How can i set the invoice template when i add an invoice via api (https://invoice.zoho.com/api/invoices/create ). Thx
Zoho Invoice: Playing Back 2023
i need to add button in deals of zoho crm and after clicking button the sales order is need to generate with items details that are in sub form of deals
Early Pay Discount Terms
Does anyone here have early pay discount terms with customers/suppliers? I'm really hoping there is enough critical mass to get Zoho to recognize and automatically account for payment discounts. As it stands, it's a pain in the butt.
Recurring expenses
I am on the free version of Zoho Invoice (because that is all there is now, I think?) and I am looking for recurring expenses. It is shown on the website, it is documented in the documentation. But I cannot find it anywhere to activate. How do I use
"CUSTOMER HAS VIEWED THIS INVOICE" - PLEASE SPECIFY *WHICH EMAIL ADDRESS* IT WAS VIEWED BY
Please allow us to see when a specific email recipient views an invoice/estimate/etc. Sometimes, I like to CC myself when I send invoices to customers. If I open the email, Zoho Invoice then tells me "Customer has viewed invoice", which is not technically
Clients not receiving invoices/estimates - how to check clients receive it other than Portal way
Clients not receiving invoices/estimates. We discovered this problem some time ago. We always follow up and check with clients if they receive it which is annoying. Is there any option how to check that clients received it other than portal way? Not all clients wants to set up portal as some clients are one off. And how to persuade them to set up portal anyway? If there is option that clients receive link with invoice or estimate as other accounting providers, then once client click on it, we will
Need a TOTAL field without the currency symbol in Invoice email notification
I have customised the invoice email notification template to include a URL that will then populate a payment gateway with all relevant payment fields. eg. https://paypaperbills.postbillpay.com.au/postbillpay/Default.aspx?AP:BC=2998&AP:RN=999999999&AP:AM=$112.22 (above link is how ZOHO generates the URL..Note the %Total% (last parameter of $112.22) includes the currency symbol The problem is that the TOTAL field always includes the currency symbol (eg. $20.00). I just need the number, stripped of
Profit / Loss report
Hi, Now we have expenses implemented (which is great), can we have a report which shows our true profit, after expenses are taken into account? Thanks Vinay
Custom Placeholders in Terms & Conditions
Hi Zoho, Totally loving the Zoho Invoice and I am excited about revolutionizing my current workflow. I do have a question about adding custom placeholders into an estimate/invoice. For example, when I create an estimate, in the terms & conditions it will always have the following: • 50% project payment of $6,667.50 upon signing of project contract to start brand design, wire-framing + design of website • 25% project payment of $3,333.75 upon start of programming of website, or on March 1, 2017,
Sending Invoices to Vendors
Hi team, using Zoho One. In the Invoices system, I can see that 'contacts' load into the 'invoices' system. So I can send an invoice to a 'contact'. However I can't seem to load 'vendors'. Is this normal or I am missing something? I am trying to send
Base currency
How to change the Base currency
How use filter and pagination during call Zohobooks API ?
Hi Expert , I am a .Net developer . I am using rest api to get/post data from/to Zohobooks . I have successfully get/post data. Now i want to add some filter during call get api as every time i am getting all data from Zohobooks.Below is example that
Custom field in "Bill To" section
Hello, I am trying to add a custom field called VAT number at the bottom of the address that's shown in the "Bill To" section on invoices. I've created a new custom field in global Settings → Preferences → Invoices → Field Customization. If "Show in All
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 collect
Undelivered Mail uncategorized-bounce errors when sending invoices
Recently we have been getting Undelivered Mail bounce notification when sending invoices. Reason: uncategorized-bounce Some go through no problem some bounce back. We recently sent 10 invoices, 6 received bounce notifications. After reaching out to the
Default attachments emailing invoice
I would love to be to define default attachments (files) that are included with every invoice emailing. For example every time I email I need to attach my pdf with sales conditions manually. It would be nice if this would be included by default.
Create a rule to allow only one related contact has custom checkbox checked
As noted on this page a custom check box is needed for contacts in order to correctly sync the primary contact for each client/account: https://www.zoho.com/us/invoice/kb/contacts/crm-primary-contact.html How do you validate, when a contact is created
deposit on invoice
how does zoho invoice handle deposits on a total invloice. we do web design work and often collect an upfront (deposit) on the work. lets say the invoice is for $6000 total, we may request $4500 to start work. How would you deal with this issue?
Create invoice with other currency
After checking the internet result, I want to confirm Zoho invoice does not have the option to create an invoice/customer with other than base currency, right? For example, my base currency is HKD, but I have a customer who only accept USD currency invoice,
Send at specified time/date
I will be glad if I can schedule the message delivery time. eg. Instead of sending the inovice/estimate/reminder immediately, I like to have a schedule control. So I can choose 1) send immediately, or 2) send on [dd-mm-yyyy] Time Zone
Adding a Custom Field for Can Deposit on Zoho Invoices
I'm currently facing an issue with Zoho Invoices and I'm seeking your assistance. Here's what I'm looking to achieve: I need to incorporate a custom field to account for can deposits on my invoices. These deposits are additional charges added to beverage
Applying an Overall Discount to an Invoice
Does anyone know how you can apply an overall discount to an invoice. I know I can apply a per item discount, but this is not what I need.
Authorized Website Will Not Load
Hi - we've been using Zoho Invoice for 5 years with few (no?) issues. But yesterday it refused to load in any browser, with the message below (where xxxxxx is our domain name). We have made no changed, and the URL below still appears in our list of Authorized
How to personalize e-mail languages by customer?
We are serving customers with many languages. Would be very important to send each system e-mail with their own language? As I understand, currently ZOHO Invoicing does not offer a possibility to store customer languages? And also only supports one language template at the time? I hope I am wrong and look forward to your comments and instructions. In case I am not wrong, this small addition would make Zoho Invoicing much better :-) 1. Please add a custom LANGUAGE field to Customer details. 2. Please
Zoho 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,
Capture Bank Charges for Invoice Payments.
We've added the Bank Charges field in the "Add Payments" page both in Zoho Invoice & Zoho Books. So all you need to do is to enter the bank charges when you record a payment for the invoices. This bank charge will be included to the amount paid for that invoice. Steps to add the bank charges while you record the payment: 1. Click the "Invoices" tab. 2. Click the 'add payment' link for the invoice that you wish to record the payment for. 3. On the add payment page, include the "Bank
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