Italian "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,
Combine / merge multiple invoices into master
Good morning Zoho! Upon looking for a solution for my issue, I found many that had my similar problem...dating 13 years ago! Please, any updates on this? Merging multiple invoices on a Master Invoice would alleviate all the extra work of resending and
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
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.
Cannot delete customer imported from CRM
I just imported my customers from the CRM. As there are some duplicates I need to delete some customers from Zoho Invoice, however this is the message I get.The selected customers cannot be deleted because they were imported from Zoho CRM. I have not added any kind of transactions to the customer. I need to be able to delete these customers. Please help!!!
All my data is gone
I recently set up my account and uploaded a large number of customers (contacts). In addition I created a few invoices. When I logged on today, I was taken to the account set up page to enter my company information. It appears that all my data is gone. What happened?
Problem with empty placeholders
On an invoice template not all placeholders exist for all customers invoices. Examples are the %CompanyStreetAddress2% or %TermsAndCondition% ... But when we create a new recurring invoice we receive the message bellow. Can't we have placeholders in an invoice template that for certain customers are empty ?! ---------------- Dear Customer We were unable to send the invoice notification email for <CUSTOMER> for the invoice# <INV_NR> dated <INV_DATE>. The email was not sent due to the reason that we
How to show Traditional Chinese
Zoho invoice can display Traditional Chinese, however, it is unable to: 1. display traditional Chinese in PDF 2. cannot type Chinese character to find customer in create invoice page (as type English). Browsing is the only way. If there is a long list, it is difficult to find it out. how to fix this problems?
Better treatment of advance payments and "bulk" payments needed
Hi, There are two situations that are not handled well in Zoho Invoice and I hope that at some point the functionality might be improved. 1) I receive, say, a USD 2,000 advance from a customer, which I will use to pay future invoices. I can't issue an invoice for the received amount, because that would be an incorrect accounting practice. I need to be able to apply that payment as a cash balance on the clients account and then offset it against the invoices as I issue them. The only way that
Transitioning from Customer Credits to Credit Notes
You added credit notes, but you took away the customer credit feature. I still need the features of customer credits. I'd use credit notes to for invoice billing adjustments, i.e., I over billed a client on an invoice, and preferred not to change the original invoice. Especially since the credit note requires you to select a service or product item. What if the customer prepaid on an invoice that had many item codes? Are we to create an item code for customer deposits or over payments? I prefer
Customer Statement Layout Confusing
Not sure if this is really a bug, or just a suggestion for an improvement, but I think that the Customer Statement layout is confusing. Both new invoices *and* customer receipts/payments are shown on the statement as positive numbers in the same column. I think that for the statement to be a better representation you need either: to use two columns, one for invoices and one for receipts, to separate them better, or to show the receipts/payments as negative numbers, so that the running total is more
Retainer Invoices NOT treated as a Receivable
When I issue a Retainer Invoice to a customer, it is an amount I expect to be paid and when not yet paid it is therefore a Receivable. Zoho Invoice does not treat Retainer Invoices as a Receivable and does not include them within Receivables on the Dashboard. This behaviour is fundamentally wrong. When chatting with support, the explained the systems behaviour as to why they do not treat a Retainer Invoice as a Receivable because if I issue an Invoice and then use the Retainer balance to pay this
Need a Help Migrate from Wave to Zoho
Hi dear My friend. im member of waveapps since 2018. so i have 400+ invoice in wave app. but at this movement i have to migrate to zoho. so i have export my all record. but i have cant understand how to import that record in to zoho. who can help m
OAuth 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 clicking
API: Receiving invalid JSONString when creating a new Contact using PHP
Hello, I'm integrating Zoho into our inhouse application, but I'm experiencing some issues with posting to the API. All of them being related to JSONString is invalid. And I don't seem to find a solution. Is there an online JSONString validator? My JSONString for creating a new contact: "JSONString" => "{"customer_name":"9a52ef41-df2b-42e9-ad8f-383f03208878","billing_address":{"address":"Foo 21","street2":"","city":"Palma","state":"Palma","zip":"77010","country":"Spain","phone":"099 999 999 999"},"contact_persons":{"email":"john@example.com","phone":"099
Please fix Zoho Invoice so the browser back button works as expected
Right now I always jump to my dashboard/home when I hit the back button. It's a bit frustrating.
duplicate contacts
I just used the import customers from CRM feature. It worked well, except now I have some duplicate contacts (I had previously entered contact info manually). Is there a way to recognize and merge duplicates? - Thanks, Brian http://www.redpelicanmusic.com
Organization address not display in final PDF (from Zoho Templapte)
Hello, I have setup the Organization Address Format as following: Settings > Preferences > General: ${ORGANIZATION.STREET_ADDRESS_1} ${ORGANIZATION.POSTAL_CODE} ${ORGANIZATION.CITY} ${ORGANIZATION.COUNTRY} The address is correctly displayed in the preview page. But I have notice that the final PDF sent to our customer doesn't display the full address as setup. Only the country is there. I tried with all templates available, dans checked the "Show Organization Address" box. Only the country is displayed,
LLP Accounting
Dear Team I have an LLP and would need the features to be enabled like calculation of Book profit and calculation of partners share and partners remuneration etc. Also in a service industry the invoices bearing quantity and rate is not required rather it will be great if there are customize options at the invoice level
Error in Create Invocie:Invalid Element product_type
Hi , This IS Rameshbabu i have One Account in Zoho book.I am Using US and Uk Organization .US Organization is working Fine.But Uk OrganizationShowing This Error Error in Create Invocie:Invalid Element product_type. Kindly Help What is Issue.Please give me Reply ASAP
Online payment link not in Invoice Email
I have set up my Payment Gateway in Zoho Invoices and created an invoice for $50 but no link to pay online, SEE BELOW. George YourBizzWizz Hi George Polzer, Thanks for using our services. Attached is the invoice for the P.O.# %P.O.Number%. Please forward it to the relevant person to process the payment. To make payment online, click on the following link - %PayPalLink%. Feel free to give us a call at %CompanyPhone% or e-mail gpolzer@yourbizzwizz.com for any clarification. Assuring you of our best
Downgrading Subscription from Yearly to Monthly
On 7/30/2010 I upgraded my account to the standard zoho invoice plan. When the upgraded processed I was charged the yearly fee instead of the monthly fee. I have called you all 3 times since 7/30 requesting the my account be changed to monthly instead of yearly and that the extra funds withdrawn from my account be refunded. I've been assured several times that this would be taken care of in 72 hours and it has not. I NEED THIS TAKEN CARE OF ASAP!!!! The invoice # is INV-139517
Importing selective contacts
Hello Support and other users I have my ZI account linked to my Google Apps account and love it. So far so good. Now I tried to import contacts directly from Google Apps some customers... and the list is not alphabetical or any other that I recognize. What gives. I have about 2000 names in My google Apps contact book. I really do not want to go through all of them to find the 2 I need as new customers so I can bill them. So I tried exporting from Outlook 2010 as a vcard file, but the import would
Invoice 2.0 french version is confusing
Hi I am using french as a part of my staff understands only this langage. The french version is unusable , most of the translation is confusion and have no sens. This is financial and we cannot use approximative words to mean "outstanding" "Balance".... Regards Amine
Organization info missing from estimates/invoices
Randomly today it seems that fields from my my organizations profile are missing from the right corner of all of our estimates and invoices generated. Some fields are showing up such as; organization name, address, city, postal code, and country. But phone, fax, website, and our license number set as a VAT will not appear. The generated estimates and invoices still have gaps in this area where the information used to be. Any one have any ideas, I have tried re-entering this information, but it will
recurring invoice last sent date
Dear Zoho, I've set up my first recurring invoices and noticed a small issue. When manually creating an "real" invoice from a recurring invoice, the "last sent on" date doesn't get updated. Greetings, Manuel
cannot link my zoho invoice gmail contextual gadget to my zoho account
Urgent I have been trying since yesterday to associate my existing zoho invoice with my google apps account tuotempo.com. I have successfully added zoho invoice to my google apps account through the marketplace but, when I try using the gmail contextual gadget, a pop-up window appears and keep telling me: "Looks like you are logging into Zoho from Google for the first time. Please save any unsaved data in Zoho and click here to associate your Zoho ID with google." I click on the link provided,
Cannot create estimate/Invoice (the Zoho Invoice version) from Potential page?
According to the documentation regarding the Zoho CRM and Zoho invoice integration, I should be able to create Zoho Invoice estimate/invoice from within the Zoho CRM contacts or potential page. See https://www.zoho.com/crm/help/zoho-invoice/#Create_Invoices It clearly states: To create an invoice/estimate Click Contacts, Accounts or Potentials module and select a record. In the [Record Details] page of the Contacts, Accounts or Potentials module, go to the Zoho Invoice/Books Related List. Click Fetch (if
Problems with Swedish characters when importing
Hi, first of I l really LOVE your product but I have one major problem right now: When I try to import contacts from Gmail I get ���. It all looks good in the pop-up, I see ÅÄÖ, but when I have imported the contact and look in the list I only see this question marks. Is this a know bug? I haven't seen any reports on it... I also have a request - it would be great if it was possible to sync contact date between Invoice and Gmail. I don't use Zoho CRM because it is to much for me so syncing back
Import invoice with more than 1 item
My customer imports about 70 invoices every month. Since yesterday only the first item of the csv-file is imported. I have tested also the tsv-format with the sample file that can be downloaded at the import screen and I get the same result: Only 1 item is imported. Please help - this is really urgent!!! Thanks in advance! Martin Leisch martin.leisch@sacedv.com
PayPal payment issue
Hi all! I have an issue with one of my clients not being able to make a payment via paypal. They have said they have submitted the payment but nothing as come into my PayPal account. The below is visible when looking at the invoice payment: Please can
Tax name and value not appearing on invoice pdf
I have the placeholders for tax name and tax value on my invoice template but they do not appear on the pdf. There is a blank line instead beneath the sub-total, then the total appears which has correctly added in the tax. I have another invoice template that has this section entered exactly the same and it works as it should. The only difference between the two templates is an extra column to show a discount. I would appreciate some help on this ASAP. Thanks. Cathy
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. Initiating
Due date to automatically sync with google calendar
Hi, We are an events company. First of all there is no field for event date in zoho estimate and invoice. Currently we are using Due date as events date. Another problem is there is no way our google calendar is able to be auto updated when the due date is updated. So far, your team has informed that they are only able to sync invoice date to calendar. But it will be of great help if you are able to link due date to calendar. In that case we do not have to manually key in our event dates in our
Zoho INVoice logo not showing on PDF
Dear Team, I love Zoho Invoice. I uploaded my company logo for the invoice. However, when I send it our via email, and it attaches a PDF, no logo is included. I have attached my pdf invoice. I checked the templates and it shows %ScaledLogo% as included Please advise as to how I can resolve this issue.
"Balance should occur at least once" error when creating new invoices
It appears that Zoho Invoices has problems with the latest dev version of Chrome: Whenever I try to save an estimate it produces the following zen-like error (at the top of the screen): Balance should occur at least once This makes no sense for an estimate. It's probably something wrong with the JavaScript code on the page or a bug in the dev version of Chrome. Either way you should get your devs on it to figure it out before it surprises anyone when the next version of Chrome comes out. Only
Address Formats bug
Hello: I want to report a problem. I want to change Address Format of Organization using preference settings, as seen below: If I click on Edit customer format, I can see the Placeholders. But, if I click on Edit Organization format, the box is empty. So, I insert a Placeholder, just to test... And what I get... customer address updated.
Invoice payment link not working & I sent an email 2 support over 24 hours ago.
My client wants to pay with his credit card, not Pay Pal. Thanks in advance!
Unicode support error on invoice
I used the BTC/Baht symbol for my currency and it is not rendered on PDF output of an invoice.
Lost data
Hello, i seem to have lost a lot of data from my invoices account. Could someone please help me with this?
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