when 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?
Is there any way to bill one client in different currencies on different invoices?
I have some customers who have their currency set as USD and most of their billing is done in USD. However, from time to time I have a need to bill them in my base currency GBP for some specific invoices, but there seems to be no way of doing this that I can see. The only workaround that I can see is to create two client records for the same client, one for USD billing and one for GBP billing, but this is not an ideal situation. Is it likely that the (hopefully!) soon to arrive multi-currency support
Edit email address that appears on invoice
Hi How do I change the email address that appears on invoices, it is showing the email address that i used to sign up to zoho with but I want to change it to another email address that we use for accounts. also is there a way to edit the position of a
How Do I Change Business Location
Ive just shifted my business to a new country and would like to update my address and Business location in the "Organisation Profile" page but it is locked in the previous country. How do I unlock it / change it? Thanks
Merge invoices
This has come up three times in a month of me using the system. a client whom i do work for on a regular bases asked me to invoice separate jobs on a single invoice. I would then go and cancel the old invoices and make a new one. It would be great if i could just select the invoices and click merge to create a single invoice.
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
Versioning of Quotes and Invoices
Would be nice if Zoho Invoice would offer the feature of saving all versions of a quote or invoice during the process - so if quotes or invoices get changed over time - a version of the old ones exist and can be reviewed and reactivated if necessary ... ;)
Cómo creo una factura negativa o de abono?
NEcesito anular una factura y crear una nueva igual pero en negativo. El sistema no me lo permite
Tracking product & invoice margins and costs
We currently use Zoho Invoice and looking to understand how other people manage their product costs, margins, reporting etc. How do you know how much a particular job/invoice has made you and the costs involved? We have over 100,000 SKUs so not sure how
Item/service subtotal
Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature
Setting Up Auto-charges using payoneer as a gateway
I use payoneer as my gateway because of my location, however, I have a new client who wants to be auto-charged every mont. Is this possible with the gateway I use? Or does the client have to manually pay every month?
Hide/Show Certain Fields When Creating/Editing Invoices, Estimates, Etc.
Hello there, I would like the ability to hide or show certain fields for different employees/roles in my company when they are creating or editing invoices, estimates, etc.. Most of the time, we don't use half of the fields shown on the create/edit invoice
Apply Credit Note Automatically
We need the ability to apply open Credit Notes toward invoices generated by recurring invoice as the first, priority payment. This should be an option that we can enable/disable in the recurring profile and/or the Credit Note. Other invoicing systems can do this. I'm not sure why Zoho Invoice doesn't have it. Here's an example for a Recurring Invoice... If a customer has open Credit Notes, and a saved credit card set for auto-pay, once an invoice goes out, the credit balance gets automatically applied
Card payment surcharge?
Hi, I would like to offer my customers the ability to pay invoices by card (using the PayPal integration). However, PayPal charges me around 5% to receive a card payment, and I would like to pass on this cost to my customer by way of a card payment surcharge. Is there any way for Zoho Invoice to be set up to automatically add a defined "card processing fee", say 5% of the invoice total, if the customer elects to pay by card? I don't want to add this on to invoice manually, since most of my clients
Invoice an upcoming subscription renewal in Advance
How can I auto create and send an invoice for an upcoming subscription renewal in advance. Eg: Subscription stars on 1-Feb-2017, but I would like the invoice to a sent to the customer on 1-Jan-2017. (30 days in advance).
Authorize.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 Velocity
Optional Items Estimate
How do you handle optional items within an estimate? In our case we have only options to choose with. (Like your software pricing, ...standard, professional, enterprise) How can we disable the total price? Working with Qty = 0 is unprofessional....
Estimates with options and sub-totals
Hi It seems it would be great to be able to show multiple options in an estimate. For instance I have a core product to which I can add options, and maybe sub-options... It would be great to have subtotals and isolate the core from the not compulsory items. Thanks
need a packing list feature
In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents. Request you to add this feature asap.
what does Profile mean in a invoice seting up process
Dear all, I don't know what does Profile mean in a invoice seting up process. Would you mind helping me? Regards, Lam
How is the due date calculated on a recurring invoice?
Hi I may have misunderstood how this is set up but can't seem to find answer on help. I have a monthly invoice I need to send out and the due date is say 5th of every month. So now I want to make this a recurring invoice sent 2 weeks before the 5th of every month. How can I set this up? Do I choose "Net Terms 14" say and that will automatically adjust the due date + 14 days the start date of the invoice? Which doesn't make sense as it won't always land you on the 5th of the month. Thanks Gene
Download customer statement pdf through API form invoice API
Hi, I have a requirement of download customer statement pdf through API in one of my application like invoice. I am able to download invoice pdf through API. But not able to achieve customer account statement using invoice API. Any documentation or suggestion will be appreciated. Thanks
Attachments to invoices not visible online at the PAY NOW link
I have the various options checked to include the attachments to my invoices when they are viewed online. However, when my invoice is sent to a client that is not using the Client Portal the attachments are not showing up. What happens is that: the client clicks on the "PAY NOW" link in the email that is sent out with the invoice and then they click on the invoice number at the top of the Pay Now webpage their invoice is then displayed, but without the attachments... even though they should be
Selling products/services on my website
I use Invoice to manually invoice clients for services after the fact. However, I would ideally like to allow clients to purchase some products and services in advance through my Wordpress website. Is there any way to embed products/services that I've
Complete Placeholder List?
Do you have a complete list of placeholders that are available for us to use in email notifications? A complete list would be helpful, but right now I am trying to find a placeholder for the first and last name of the person who actually places the order.
Zoho invoice - attachment not showing in PDF
Hi there, Earlier any attachment uploaded to an Invoice was showing when I save the invoice as PDF. But looks like last few times this is not happening. Any update on this?
How to use Profit Margin Scheme tax on second hand item sales in Zoho Invoice
Hi Second hand items Tax applied only on profit. How to configure Profit Margin GST in Zoho Invoice ?
How to cancel an invoice
In Spain when we need to cancel an invoice we have to make another one with the same amount in negative. We cannot delete any invoice as we have to mantain all the correlative invoice numbers. How can I solve this problem?
Invoice address not updating
Hi there. No matter how many times I update a client's address, the invoice is never updated. I also check the box that says "update all estimates, invoices etc". Still no luck :( I changed the address in Books directly on the contact, nothing...the address
Zoho Invoice 2.0 - Automated Reminders - X day(s) before due date and at least Y day(s) after invoice date
Greetings ZOHO Developers, I must say I was very excited to hear about the release of ZOHO Invoice 2.0. It includes some feature requests that I submitted myself. One of them being the ability to set automated reminders to send X days BEFORE the due date instead of AFTER. However, I see that when I set an automated reminder to send "Before due date" I am presented with the option of setting it to send "X day(s) before due date and at least Y day(s) after invoice date." What exactly does this mean?
Add Profit & Loss Report to Zoho Invoice
All the data needed to make the report is already collected. It would be great if a report could be generated like in zoho books.
"Check to add budget" option missing when creating a new project
Hi, I need to add a $ budget to a new project and then track the spend (timesheet logged) for that project so I don't exceed the budget. In the documentation (https://www.zoho.com/in/invoice/help/timesheet/timesheet-create.html) it says there is a checkbox
How to disable my signature that is added to every Invoice notification
In my 'Invoice Notification' emails, there's an extra signature. This signature is not in the mockup of the email and gets added when sending the email. See screenshot. Can you please point exactly where I find the setting to switch this off? regards, Doron I've posted this question also here: https://help.zoho.com/portal/en/community/topic/signature-18-12-2012
Custom quote Formulas
Hi Is there a possibality of getting a custom qoute and invoice. I need me quote to show my rate*Service*Days.For example 5k x 2 Macbooks for 2 days witch need to amount 2 days as i run a rental company.
How to change Emailed invoice button from "Pay Now" to "View PDF"
When I send a paid invoice to a customer who has paid in full as a receipt, it is awkward to have tell them to click "Pay Now" to view the paid invoice even though they have already paid in full. Can this green button be changed to say "View PFF" instead
Weekly and Monthly time log missing
Hi, I am trying to find the weekly and monthly time log as per the documentation (https://www.zoho.com/in/invoice/help/timesheet/timesheet-logtime.html). Have these options been removed or moved to a different location? Kind regards, Sunil
How do I add a past unpaid balance to a new invoice?
I'd like to add my customers' unpaid balances to each of their new invoices as a reminder, but I don't want to charge them for the unpaid balance twice by adding it as a new item. How can I get around this?
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 than
Sending invoice to vendor name
Hi team. We need to be able to send invoices to our vendors often. I can only see a spot where it searches (customer name) and then also I found accounts. However I need to send invoices to my vendors (Under their business name and their business address,
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
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