What's the meaning of ProductID that appears in invoice and estimates?
I was going through invoice api and i notice that 'ProductID" appears in both invoices and estimates. What exactly is a productid? I understand Item Id (because I'm able to create items in ZOHO invoice) but I'm wondering what is meant by ProductId. As part of Invoice user-interface, I don't find a way to create a product. Please clarify.
Allocate Expenses
I’d like to invoice each client as I do, but I’d also like to allocate an expense to a specific invoice of that client. i.e when the client buys 100m of grass from me I’d like to allocate the suppliers cost of the grass to that invoice so I know how much I made on that job specifically. Not per client but per invoice. Does that exist already?
Error Ungültiges Element ignore_auto_number_generation
We are trying to create a credit note and we are getting this error, can you help with that ?
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,
Invoice Item without currency symbol
Hi, Probably a basic issue, but couldn't find the solution for the past 3h on the forum. On creating an invoice the item rate and amount has a value but without currency symbol (Euro in my case). Also the subtotal stays without currency symbol. Total
notes in timesheet
I need to generate a timesheet/report that includes the notes I add to each log, but I see no way of doin this. Is the only way of accessing to edit each entry and/or hover over the little note icon? No way to list/export them?
How to Delete Organization?
Any ideas?
Have customer notes show up when creating invoice
Hi, I would like to request a feature. When creating a new invoice and selecting the customer, if would be very helpful if the customer notes would show up somewhere on the screen. This way, things like 'Please use this hourly rate for this customer' or 'Please send invoice to both contacts' etc. could be added. Currently, the customer notes are not very useful as you can only see them when viewing the customer page directly. Subsequently there is no way to add specific instructions for each customer
How to enable "Submit to approve" for all (regular) users?
Hi! We recently introduced Zoho Invoice on a slightly bigger scale in our team and added the regular approval layer. In our daily work we were hitting a wall with this since apparently not every "regular" user can submit invoices but only in cases if
Can't edit PayPal payments?
It looks like the edit payment option is present but it is not there for payments that go through PayPal. I want to mark how much of the transaction went to PayPal fees. ...or is this done automatically? I need to edit a payment in Zoho Invoice and can't see how this is done now. I checked the help and there is this page: http://www.zoho.com/invoice/help/invoices/online-invoice-payment.html The screenshots they show are outdated. Thanks. J
Timesheets. A way to manage blocks of time more efficiently
Hi, I sell blocks of my time and when it's used up invoice out another block of time. Right now I just run a timesheet report from when they last paid to see how much time is left but this is a bit long winded. Is there a way for me to set a limit of
Need to send a formal receipt of payment
Hello, our latest client has requested a formal receipt for a payment they made on one of our invoices. I was surprised to realize that Zoho Invoice does not have this feature and there was not much discussion about this on the forums. So what do people use to send payment receipts? A receipt would include all of the information from the invoice as well as the date of the payment receipt and some language stating that fact. There should be an option to "Send receipt to Client" when a payment is
How to add customer statement in Zoho Invoice?
How do I add a customer statement to my invoices when sending to customers? I think it is only a check box somewhere, but I can't find it now.
Zoho Invoice and custom layout
Hi ! I'm using Zoho Books and custom layouts for my estimates and invoices. Are custom layouts also available (upon request) in Zoho Invoice ? Regards
Link to an Invoice for specific organization
Hello! We have a web service where we are using links to Invoices and Customers. And after we started to use few organizations our links started not working. It because if I follow by the invoice link in other organization it returns the error Resource
EXPENSE REPORTS - PLEASE HELP
I really really need to have the expense full report (on the expense section) reporting if the expense has been billed or not, the full report has everything but this. Yes there are reports in the report section which do this, but they are very limited
Authenticate domain with TXT records not working after months
Hi, In Zoho Invoice >> Settings >> Organization Profile, I have a notice that I need to authenticate my domain with Zoho to prevent my invoices from going to spam folders. I followed the directions in the Authenticate Now button, by adding both the SPF
Recurring - Report monthly forecast of upcoming invoices
A look into the future. For long term contracts (f.e. Domain Names) it would be fine to have a Report (or Overview like on the home page for invoice age) of upcoming invoices / revenues per month.
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 Kevin
Task 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 and
dealing 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 on
Email 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.
Billing 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.org
Attaching 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?
Mutiple 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 and
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 Hollway
Delivery 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 MENGUEME
Thai Language Support for PDF Font?
I was unable to see Thai font in PDF of my invoice. How to fix this? Thanks in advance Win
How 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, Tim
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 Dean
Get 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.
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 them
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 missing
Curl: 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, but
Add 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.
How 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?
How 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 appreciated
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 Bernard
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