Rounding a Project Task's total hours instead of each timed entry
Hi. I'm new to Zoho Invoice and have been loving it since switching over from my previous time tracking and invoicing app. One major difference, though, is how it handles rounding. I noticed today an invoice with an amount much higher than expected. The
How can we sort items in Zoho Invoice
We are trying to write a script which will sort and group the items in Zoho Invoice. However we have performed grouping but we are unable to sort the items. Can anyone help?
Associate a certain contact with an Invoice/Estimate
When an estimate or invoice is created for an account with multiple contacts, the system should force the user to pick one at the time of estimate or invoice creation. Also, when emailing the estimate or invoice, the option of choosing one of the multiple contacts must be present.
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Getting this error when I try to log in to my email. Does this mean the server is overloaded? Any idea when my email will be accessible again?
Merge Customer (and related invoice/payment etc) for wrongly created customer records
Hi all, Some of my staffs created two (or more) customers, hence duplicate records and already associated invoice, and payment history (closed invoice). It made the sale figures very confusing and we need to tidy it up. I search the forum and learn that I cannot just delete the customer as invoices and payment history are associated. I tried to convert paid invoice to open (so that I delete and recreate them. But I cannot convert invoice because it is not DRAFT. Anyway I can fix this? I am sure many
No history on recurring invoices
Hello..We make extensive use of the recurring invoice function. And we also like to see when a customer opens that recurring invoice to make sure it did not end up in spam, etc. However, the history on recurring invoices is only limited to when it was
Can't move a Contact to a different Customer
I have a Client/Customer that has two Contacts. One of the Contacts has changed jobs and moved to a different Company. That Company is also a Client/Customer in my account. It seems that there is no way to move a Contact from one Client/Customer to another.
Round off - adjustment of invoices
According to Italian tax law the amount of taxes must be rounded off. When the total is xx.5 or less, you must round off to xx (no decimal) When the total is xx.6 or more, you must round off to xx plus 1 e.g. 1) total 100.50 you must round off to 100 2) total 100.60 you must round off to 101 Any solution, please Thanks
Markup expenses on a project
How do I markup project expenses such as printing, etc?
Getting ZOHO Invoice certified in Portugal?
Hello, We are ZOHO partners in Portugal and here, all the invoice software has to be certified by the government and ZOHO Invoice still isn´t certified. Any plans? Btw, we can help on this process, since we have a client that knows how to get the software certified. Thank you.
When will ZOHO invoice offline be available?
Basic features like creating/editing invoices and recording payment should be available offline with the ability to sync with the cloud when the program is back online. We should have the ability to do simple data entry in the program, it doesn't require
Round time to nearest 15 minutes, half hour, or hour?
Hello, So far I'm very pleased with Zoho invoice. I freelance so most of my work is hourly. In order to make things cleaner for myself and for my clients, I was wondering if there is a way to round the time to the nearest quarter hour, half hour, or hour. So if I log 2.73 hours with the timer, it would round it to 2.75 on the invoice if I choose it to round to the nearest quarter hour, or 3.00 if I choose to round to the nearest hour, etc. Thank you.
Multiple Estimates in one Invoice
Is there a way to group a bunch of Estimates into a single Invoice? For instance, I have EST-1 with a 3 USD of a service fee, EST-2 with 5 USD and EST-3 with 4 USD, all belonging to the same customer. I would love to turn each Estimate on a item line of a one single invoice for a total of 12 USD. Thanks!
Convenience Fees
I use Zoho Invoice for invoicing my billboard customers. I have a few customers that want to pay using credit cards and ACH. As a result, I have integrated an Online Payment Gateway (Stripe) for these customers. I currently charge these customers a "Convenience Fee" of 3% for using this service as I typically only take checks as payment (and the gateway charges 2.9% + $0.30 per transaction). I do this by creating a separate line item on the invoice and adding 3% to it. I would like to offer
Stripe integration questions
Hi, I am just integrating Stripe with Zoho Invoice so I haven't tested it yet. When a client clicks the link to pay online within the email, I assume the %InvoiceURL% goes to something that is connected to Stripe? Stripe offers ACH as of January 2016. When clicking the same pay online link, is the ACH option there along with the various credit cards that Stripe accepts? Thanks, Helen
Invoice API Feature: method for "updated since date"
In my application and, I would think, in those of most other developers, I the developer have no use for getting all of the invoices (or customers or items or payments made, etc.) after the first time. Too much data exchange. Just give me what has changed since I last checked. I suggest creating a GET method something like https://invoice.zoho.com/api/[invoices]/modified-after/ where one of the parameters is a time stamp string (i.e. yyyy-mm-dd hh:ii:ss). The response would list all [invoiced] modified
Is multiple invoice e-mailing possible?
I wonder if following is possible: When you are in the invoice view, assume you have five invoices to five different customers that are pending (you have just created them, but not sent them away yet by email.) To the left of every invoice in the overview list, you can tick a box. Is it possible to check these boxes for the five invoices and have them sent away by email to each customer with one command? Look forward to hear your response on this question.
Total Sales and Base Currency Compared to Receipts.
Hi, I'm extremely confused about how currency conversion is happening. I'm inputting/importing invoice in dollars to the invoice application. I'm applying a payment on the date the invoices were raised on another marketplace application I work through
Track Time In Zoho Projects or Invoices?
Correct me if I'm mistaken, but Zoho Invoices doesn't sync time sheets with Projects, does it? That is to say, if I track some time in Projects I can't see those entries within "Time Tracking" in Invoices. And if I track some time in Invoices those entries aren't available to me within Projects. Is this correct?
Logging time within Time Tracking
At the moment I use the call logging feature of CRM to log time spent on clients work. Its nice to be able to start, stop and pause the timer and record how many hours I need to bill the client. Any chance of implementing this in Zoho Invoice's time tracking feature The same interface as CRM would be great or a simple start/stop/pause/restart timer.
I don't want my taxes to be inclusive
I am just starting with Zoho Invoice. I add a line item like so... But this is reducing my fee by the taxable amount and I don't want that to happen. I want the total to be 192.67. This seems very basic. I want the line item to be tax exclusive not inclusive
Percentage deposit on invoice
I want to make invoices that have a field below subtotal (or anywhere near that) that shows a 25% deposit that needs to be paid. This should be an automatically calculated field (25% of subtotal); retainer invoices don't work because it does not allow to calculate a percentage of the invoice. Is this possible? Another option would be to be able to add the 25% amount in the email and not on the invoice. Key is that it should be calculated, no manual entry.
Creating Different Invoice Number Prefix
As a company with multiple products, we differentiate the prefix for each product's invoice. A customer may have multiple products, but we do not send a single invoice. Is it possible to create different templates and assign different prefix values based on the selection?
Placeholder for Item
Hi Could someone please advise what the placeholder is for Item on email templates. Thanks!
Zoho Book Contacts API issue
Hi, I am trying to create contacts through the "https://books.zoho.com/api/v3/contacts" API, I have tried following code but it is always returning invalid auth token, or invalid JSONString or you are not authorized etc. Not sure what is going wrong Here
Sort Items List in numerical order?
Is there a way to sort the Items list in numerical order rather than alpha? We want to use Zoho Invoice to invoice our HOA members for the Lots they own in our neighborhood. Some members own more than one lot. We've created an items list. The Description
As Vendor, how to update Invoice with external invoices ?
HI, As a service provider, I've tasks to do, but I'm not invoicing the service. The client has his own invoicing system, making the invoice on my behalf. In Zoho Invoice (and also Books), How would you update the balance, the invoice with these external
Invoice Template
Why is it not possible to use custom invoice templates? The current templates are not adjustable to our needs, even the most simple invoicing solution lets you create your own templates.
A way to add a checkbox where customer has to agree to terms before accepting an Estimate?
I am looking for a way to have my customers agree to certain terms by reading a short text then clicking a checkbox before they are able to click the Accept button on the estimate. Is this possible to add or put on the road map? I have just integrated
Invoice Rounding?
Hi, I have rounding disabled in my preferences but when creating an invoice from a timesheet all time for a task is rounded to the nearest hour. For example, 1 hour 30 minutes is rounded to 2 hours while 1 hour 25 minutes is rounded to 1 hours. How do I disable this so that the exact time on the timesheet is used in the invoice? Thanks.
How to remove the zoho ads from invoice footer?
Hi, Is there a way to remove the zoho ads from the footer? It's not very professional towards customers. I assume because zoho invoice is free. But even then, is there a way to remove it somehow? Found some info about the preferences -> branding page.
Sending an automated payment reminder to 2 contacts
Hello, I have a client where 2 people need to be sent an automated payment reminder. How do I do that?
sub items or sub totals
i need to make invoices that show detailed list of items but not individual prices how could i make an item that would group other items, this parent item having as rate the sum of the sub tiems rates ? alternatively without creating a parent items i would like to have a subtotal that would hide the single items indivdual prices ? eg eggs 4 butter 250 g flour 250 g sugar 250 g subtotal ( or parent item) cake
Can I add a column to the estimate and invoice templates?
I would like my estimates and invoices to have columns for: # of pages; pages per hour; estimated hours; rate per hour; total amount. in order to do this, I need to add a column to the template.
How to add COMPANY name of customer to show on Invoice
Currently I can only add billing address of the customer, but it doesn't show their Company name. Can I also show Company?
Customised report - payments received but including tax amounts
Hi, I'm looking to create a monthly report that will give me the total of all payments received during that period. The problem is I need it to break down the tax amount and tax type on each payment received. Is there currently anyway of doing this?
set pay terms
I create new invoice, the terms default "due on receipt". How to change the default to Net 30? see the below pic:
custom fonts
We just try to create some custom templates and already managed to add some custom images. But another important feature is to add our custom fonts, because they are part of our corporate identity. Is there a chance to include a font file (maybe in css3 style). Do you use a browser engine to render the PDF-Documents? Webkit? Thanks and regards, maxus
Am I able to use Zoho Invoice free and Zoho Books free at the same time?
Hi, I initially paid for Zoho Invoice. They then made it possible for me to use the free plan for my clients. I then thought I would upgrade to Zoho Books. Liked using it (although I still can't login to my bank) and started using it. Now that the free
Invoice with separate supplies and services sub totals.
I am a handyman that charges for services or labor and also supplies. I have always thought it would be good to have sub totals of all the labor charges and sub totals of all the supplies and then a grand total. Any suggestions on how to do this....Thank
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