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).
Description does not display under task on invoice
I have two companies under my zoho account. Both use Service type invoice. One will display the Description under Ttask when PDF's, the other account will not. How to display the description under task ?
What's New in Zoho Invoice | August - October 2024
Hello everyone! We're excited to bring you the latest set of features and enhancements made to Zoho Invoice from August to October. In this, you'll learn more about the following features: Unveiling South Africa Edition of Zoho Invoice Introducing Zoho
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
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.
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....
TIPS AND TRICKS #10 - Displaying timesheet details on invoices
Businesses that log time for projects, and invoice customers for the logged hours will need to display Timesheet Notes and Timesheet Start & End Time on invoices. By following this tip, you will be able to display the timesheet notes and timesheet history
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 ... ;)
Tips and Tricks #1: How to send automated payment reminders to customers in Zoho Invoice
Dear customers, We are starting a Tips and Tricks series, wherein, we'll be sharing insights on how you can tap into each and every feature of Zoho Invoice. We are commencing this series by discussing how you can set up automated reminders in Zoho Invoice. Receiving payments is an important part of any business as it's one of the main sources of cash inflow. Each delayed payment means that you're working with money spend from your pocket. It is therefore crucial that you remind your customers to
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.
We can generate arabic language invoice?
Hi, is it possible to generate arabic language invoice?
Stripe Terminal with Invoice/books
Is there a way to integrate Invoice/books with a device such as the stripe terminal if you are already using their payment processing? Looking to setup a retail shop with a way to take cards on the spot.
Possible to bold or indent text in the description field?
As part of one item, I often have a detailed description that would be much easier to read if there was the ability to have a bulleted list or bold text and the like. Is this possible? My last invoicing software allowed markup in the field so, for example, an asterisk meant a bullet. I haven't been able to find any documentation related to this. Any information would be appreciated. Thank you.
Update on PDF Download Issues Caused by Antivirus Software
Hello everyone, Antivirus software is designed to protect your computer from malicious software and threats. However, they may mistakenly identify legitimate files and software as threats at times. This is known as a false positive. We have received reports
Fetching bank transactions SFTP or WS?
Hi! I need to read my bank transactions to use in some deluge scripts in Zoho Invoice. We use the product for invoicing and everything works ok (but it is manual for now). The bank offers access via SFTP (restriced to 1 specific IP we define) WS Basic
Enhance your PDF templates with new customization features
Hello everyone! We're thrilled to introduce a host of new updates in Zoho Invoice for both iOS and Android mobile apps! You can now customize the color of invoice templates, include bank details, add your signature to invoices, making your invoicing more
custom function update invoice oder number not woking if the invoice created from zoho books (billings)
Hi, i have workflow that will run whenever invoice created or updated which will call this custom function job = invoice.get("custom_field_hash"); jsonMap = Map(); jsonMap.put("reference_number",job.get("cf_job_id")); response = zoho.books.updateRecord("Invoices","123456789",invoice.get("invoice_id"),jsonMap,"zohobooks2");
Please add Zelle as an online payment option
Hello, I would like to request Zelle be added to the online payment service providers for Zoho Invoice. Considering how ubiquitous Zelle has become as a way to pay people via the major banking institutions, I feel like many freelancers would benefit from
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
Show Payment terms in Estimates
Hi, we are trying to set up that estimates automatically relates payment terms for the payment terms we introduced on Edit contact (Field Payment terms). How can it be done? Our aim is to avoid problems on payment terms introduced and do not need to introduce it manually on each client (for the moment we are introducing this information on Terms and Conditions. Kind Regards,
What's New in Zoho Invoice | May - July 2024
Hello everyone! We're excited to bring you the latest set of features and enhancements made to Zoho Invoice from May to July. Continue reading to learn more about them. In this, you'll learn more about the following features: TDS in Quotes, Credit Notes,
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
Create contact with API in PHP
Hi, I try to create a new contact in Zoho Invoice from a custom application. I make this code (take on Internet) : $url = 'https://invoice.zoho.com/api/v3/contacts?authtoken='.Variable::$Token.'&organization_id='.Variable::$Organisation; $param = array( 'contact_name'=>$_POST['nom'], 'company_name'=>$_POST['nom'] ); $ch = curl_init($url); curl_setopt($ch, CURLOPT_VERBOSE, 1); curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, FALSE); curl_setopt($ch, CURLOPT_SSL_VERIFYHOST, FALSE); curl_setopt($ch, CURLOPT_RETURNTRANSFER,
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.
Invoice report
Please help me my report of sales person is exporting just one row with "others " in name and total amount I need report of each sales person with name and invoice paied and invoice unpaid It's available??
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
Invalid Element is_taxable
When trying to add or edit an item I am getting this error message. i have previously added items without problems however it says this now everytime I hit save and will not allow new items to be added. Please help! Thanks.
Zoho invoice creating error { code: 8, message: 'Invalid Element place_of_supply' }
i tested with the example data provided on the zoho invoice documentation
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?
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?
Customer Portal will soon be hosted on a new domain
Dear users, We're changing the Customer Portal's default domain from invoice.zoho.com/portal to invoice.zohosecure.com/portal for security reasons. Starting from 5 June 2024, your customers who are using the Customer Portal will automatically be redirected
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