Hi Thinkerytim,

Greetings from Zoho Invoice support.

As of now we supports gif, png and jpeg formats. The logo dimension for invoice logo is 580px X 250px @ 300 DPI. If you face any issue please send us the logo image to support at zohoinvoice.com so that we can fix it for you.

Awaiting your reply.

Regards,
Navas
Zoho Invoice Team

thinkerytim(2 - days ago)Page: Changing the Logos

this link no longer works. Perhaps you could edit the wiki page here to show what file formats are accepted? I am also getting skewed/stretched logos despite building to the specifications mandated in the admin.

prasanna(14 - days ago)Page: FAQ

Hi,

Hope that you want "Payment Term" as a configurable one. You want to receive 50% of the amount on the 15th day and remaining 50% on the 30th day. This term you want to capture it in the payment term. This feature is there in our TODO list but to be frank, it will take some more time to focus on this.

But as a workaround, you can use our Custom Templates, where you can specify your own text instead of actual payment term. For more information, you can see the custom template video available at http://www.zoho.com/invoice/videoDemo.html. Please see while creating the invoice,you need to specify Net 30 as the payment term but in the invoice PDF, whatever you specified in the custom template will be shown.

Hope i am clear. Please get back to support at zohoinvoice dot com if you need more details.

Regards
Prasanna - Zoho Invoice Team

nrikike (Guest)(16 - days ago)Page: FAQ

Hello Zoho team
congrats! this invoice module is a really nice piece of work, my favorite from Zoho so far (the invoice feature of the CRM is lousy in comparison with this one).
Anyway, I was wondering if I can configure a payment term of that kind: "50% at 15 day and 50% at 30 days"?

It would be awesome!
Thank you

nagendra1(39 - days ago)Page: Welcome

Hi,

Please send us a sample invoice and the background image. We will check if it is possible in Zoho Invoice. Please send the files to support [@] zohoinvoice [dot] com and we will help you with the template.

Regards
Nagendra
Zoho Invoice Team

Guest(39 - days ago)Page: Welcome

How to make a branded invoice? with a image background?? thank you

nagendra1(52 - days ago)Page: FAQ

@rajgoelbl,

Regarding recurring profile invoices:

As I understand you have manually sent the invoices to your clients using the "Create Invoice" button in the recurring profile. You would like the system to consider the sent invoices as the child invoices instead of the system generated invoices.

Our system is automated and as of now it will not check if you have created and sent an invoice manually from the recurring profile. Even though you have sent an invoice from the recurring profile, the system will not recognize it and will continue to generate the child invoices as per the schedule.

We have taken note of your request in our TODO list. As we are working on certain priority features, I am unable to commit a time frame. We will update you as we progress.

Thanks
Nagendra
Zoho Invoice

nagendra1(52 - days ago)Page: FAQ

@rajgoelbl,

Hi,

As of now we are yet to provide an option to request a return receipt from customers. We have taken note of it in our TODO list. Once our current priorities are over we can focus on your requirement.

Please bear with us until then.

Thanks
Nagendra
Zoho Invoice

rajgoelbl(53 - days ago)Page: FAQ

Is there a setting to receive a return receipt from customers when invoices are emailed out?

rajgoelbl(53 - days ago)Page: FAQ

Last week I set up Recurring Profiles for the Start Date of Oct 1, 2009. I also created invoices from those recurring profiles and emailed them out to my clients. Today I received messages saying there are drafts for each of these clients again. How can I email a recurring batch of invoices out 1 week prior to invoice start date and have Zoho recognize that the batch is now valid?

Thank you

Ann Marie

John (Guest)(55 - days ago)Page: Welcome

Hello,

As of now we do not support changing invoice title during printing. However, as a workaround, you can create a custom template and use it while printing invoices. Here are the steps -

Steps to create a custom template -

1. Log into Zoho Invoice.
2. Click on "Settings" at the top of the page.
3. Click on "Templates" under the "Invoice Settings" on the left side of the page.
4. Select the "Custom Template" tab.
5. Click on "Add Template" button.
6. Select any one of predefined templates, give a name and click on "Create new" button.
7. Edit the Heading at the top of the page.
8. Click on "Save".

Please do not change the words inside %% . e.g. %CustomerName%, %CompanyStreetAddress1%. These are place holders which will be replaced with data, while generating PDF.

Here is our video on custom template - http://www.zoho.com/invoice/video/invoice_template/Invoice_template.html

Once the template is ready, you can assign it to an invoice and print the invoice.

Steps to select the custom template while printing -

1. Log into Zoho Invoice.
2. Click on "Invoices" tab.
3. Select the Invoice from the list.
4. Click on "Edit" button.
5. Assign the new custom template in the template field.
6. Click on "Save" button.

You can print the invoice using the "Print" link. Once you have printed the invoice, you can reassign the original template for the invoice.

Hope this helps. Let us know if you need further assistance.

Regards
John
Zoho Invoice Team

kiwicorp(55 - days ago)Page: Welcome

Hi, your templates a very helpful. However is there any chance for us to edit the "Invoice" heading during the printing process? I was trying to put "Proforma Invoice" instead. Thanks.

rakeshp(62 - days ago)Page: Printing an invoice

Hi,
Greetings from Zoho Invoice support.
Currently we don't have this feature but will definitely add this to our TODO list. We will keep you updated on the progress.
Regards,
Rakesh - Zoho Invoice Team

mhcpa1040(62 - days ago)Page: Printing an invoice

I find it time consuming to print each individual invoice. Is there a way to select all the invoices I need to print and it send it to the pdf to print at one time?

rajarajeswari(63 - days ago)Page: FAQ

Hi level91 ,

Greetings from Zoho Invoice support.

"Batch processing to send invoices" and "sending statement to active customers" are nice suggestions. We have taken note of it in our TO DO list. As we are working on certain prioritized features, I am unable to commit a time frame. I will update you as we progress.

Currently we support three online Payment Gateways - Google Checkout, Authorize.net and PayPal payment Gateways. Based on the number of customer requests, we will be taking up the next payment gateway integration.I will definitely add your vote to eWAY Gateway.

Happy Invoicing.

Regards,
Raji - Zoho Invoice Team

level91 (Guest)(64 - days ago)Page: FAQ

Wondering on status of batch processing for sending multiple invoices, rather than one at a time? Our workflow is to key in all the invoices (many of which are similar), then review, and THEN send the batch.

Same deal with statements, would be good to automatically be able to send a statement every 30 days to active customers.

We also use MYOB accounting software and eWAY payment gateway in Australia, would be great to see some closer integration with those.

nagendra1(90 - days ago)Page: Setting up company profile

Hi,

Thanks for the comments. We are working on the multi user feature and have made good progress. To begin with we will introduce the administrator and staff roles. The staff members will be restricted from viewing the settings and subscription details.

We have taken note of your suggestion in our TODO list. Though all the roles may not be available now, we have plans for enhancements. I will update you as we progress with this feature.

Happy Invoicing.

Regards
Nagendra - Zoho Invoice Team

academie@akuit.com+(Guest)(90 - days ago)Page: Setting up company profile

I am also very munch interested by multiple users and different level of authorisation
idealy (let m dream a bit)
level 1 relashionship managers - big number of users (same as number of invoices depending on plan)- entering new client client + modifiying client + preparing estimates and invoices . no other action permetted before validation, or print with a big filigrane only (such as "not validated") - please enable personalisation by level 3 administrator so as to cope with multiple languages
level 2 supervisor - less users if needed-1 to 30 or 1 to 50 depending on plan- same as previous + validating paiement, validating estimates and invoices - once validated level one has access to pdf, sending etc...
level 3 administrator - limited to 1 to 5 users depending on plan- mastering everything including template

having access only to client entered by the user & invoice or estimate only prepared by him should be an option granted by level3 administrator for each user on level 1 & 2 - default setting for level one should be limited to its "own client"

may be it is simplier for you to limit only the level 1 users and to leave the owner of the acound decides wich right he grants to whom separately (like angelsoft)

looking forward for this developpement - keep me posted

Cheers

nagendra1(122 - days ago)Page: Receiving payments

Hi as4rayz,

Thanks for the wonderful suggestion. We have taken note of it in our TODO list. We understand the need for this feature request. Once our current features are released we can start working more payment options.

We will update you. Please bear with us until then.

I have added your vote to this gateway.

Cheers
Nagendra

as4rayz@yahoo.com+(Guest)(122 - days ago)Page: Receiving payments

Is there a way customer can pay with ACH?

nagendra1(144 - days ago)Page: FAQ

Hello,

We are yet to support displaying individual taxes for line items on the invoice PDF. We have it in our TODO list. Once we add a placeholder to display individual taxes, we will update you.

Please bear with us until then.

Regards
Nagendra - Zoho Invoice

Guest(144 - days ago)Page: FAQ

Hi,
Is it possible to display in the exported invoice per line item what the tax rate is, instead of only applying the tax to the total amount?

nagendra1(150 - days ago)Page: FAQ

@jaxchentw@gmail.com

Hi,

We are yet to support multi-user feature. We are working on it aggressively and hope to add it in 2 months time. We will update you as we progress.

Please bear with us until then.

Regards
Nagendra-Zoho Invoice Team

jaxchentw@gmail.com+(Guest)(150 - days ago)Page: FAQ

I will have some staff come into do invoice. I don't see anywhere to add users to Zoho Invoice. Please advise how to do that. Furthermore, can I block some information from that user (i.e. may be some invoices I don't want her to see)?

nagendra1(159 - days ago)Page: Payment settings

Hello,

Thanks for suggesting LinkPoint as a payment gateway. We have taken note of it in our TODO list. We have plans to support multiple payment gateways on zoho invoice. We will update you as we progress. Thanks for your patience and understanding.

Regards
Nagendra

Guest(159 - days ago)Page: Payment settings

I am loving this app, and the potential to bolt on several of the complementary apps, BUT I'm committed to using a merchant account through LinkPoint. WHEN are you going to make it possible to accept payment through other servicers. Only using PayPal is very limiting (an expensive for the business), especially once a business has any volume in their transactions.

nagendra1(163 - days ago)Page: FAQ

Dear John,

Multi-user feature is definitely in our top priority and we are working on it aggressively. We are hearing you and will be releasing the multi-user feature within a couple of months.

We also have the QuickBooks integration in our TODO list. Once the multi-user feature is released we can focus on other features. We also have the Zoho CRM integration enhancement as a top priority, hence I am not in a position to commit a time frame.

We will update you as we progress. Please bear with us until then.

Happy Invoicing.

Regards
Nagendra

nagendra1(163 - days ago)Page: Welcome

Hello voelspriet,

It is possible to send invoices in Dutch language and English language invoices at the same time. Please use our custom template feature to create templates in Dutch and English. Following steps will guide you to create a custom template -

1. Log into Zoho Invoice.
2. Click on "Settings" at the top right corner.
3. Click on "Templates" under the "Invoice Settings" on the left.
4. Select the "Custom Template" tab.
5. Click the "Add Template" button.
6. Select any one of predefined templates, give a name and click on "create new" button.
7. Translate all the English words (such as Invoice Date, Terms, Items,etc) into Dutch language words. Please do not change the words inside %% . e.g. %CustomerName%, %CompanyStreetAddress1%. These are placeholder which will be replaced, while you generate PDF.
8. Click on "Save" button.

You can create another template in English or use one of our predefined templates for the English language invoices. Please watch our video on custom template at -

http://www.zoho.com/invoice/video/invoice_template/Invoice_template.html

Hope this helps.

Regards
Nagendra
Zoho Invoice Team

bg_john(163 - days ago)Page: FAQ

One other thought: is QuickBooks integration on your to-do list?

Cheers,

John Lee
BlueGenie.net

bg_john(163 - days ago)Page: FAQ

We are new users of Invoice and wish to add our vote for supporting multiple users. In our small company, there are two of us who regularly send invoices to clients, and it is therefore of utmost importance that we be able to share access to Invoice. Given that everyone in our company has a user account for Zoho Projects, it makes sense to share access for our other Zoho components and to provide access levels as we do in Projects.

We hope that the multi-user access feature is a very high priority for you.

Cheers,

John Lee
BlueGenie.net

voelspriet(164 - days ago)Page: Welcome

I used Dutch invoices all the time., but now I need to make some in English, including English terms for AMount etc. Can I do both, having Dutch invoices and English at the same time??

bertnic@gmail.com+(Guest)(165 - days ago)Page: Setting up tax details

Thanks Nagendra. That's it!
If you rpvide a third tax for INPS it would be perfect, otherwise customers complain that the price is no what has been agreed upon, if this 4% is not declared explicitly but pre-calculated in the NET price.
BTW thank so much for addressing me. I'll propose Zoho line to my customers!
NBe

nagendra1(165 - days ago)Page: Setting up tax details

Hello,

We are yet to support more than two taxes in our system. Our forum post on this topic will provide more insight -

http://discussions.zoho.com/zohoforums?ftid=2266000000030456

We will update you as we progress. Thanks for your patience.

Regards
Nagendra

bertnic@gmail.com+(Guest)(165 - days ago)Page: Setting up tax details

Help I don't know how to solve this problem
what if I have three taxes and one is negative?
In Italy professionals who has to invoice to companies have this typical scenario:

Net Price 1000
rivalsa INPS 4% +40 (additional insurance costs) not a tax but necessary
-----------------------------------------
First net total =1040
IVA 20% +208 (VAT)
________________________
TOTAL =1248
Ritenuta d'acconto 20% -208 customer antcipates this payment for IVA tax
________________________
TOTAL DUE =1040 what the customer owes to the professional

nagendra1(168 - days ago)Page: Getting Started

Hello,

Please check if you are using a custom template in different language. Also please let us know the language in which the English his being translated. We would recommend you to "Export" the invoice as PDF and check for the language. If possible please send the exported PDF to support [at] zohoinvoice [dot] com, awaiting your reply.

Regards
Nagendra
Zoho Invoice

bigmamagifthshop (Guest)(168 - days ago)Page: Getting Started

When typing out the invoice I can see it in plan English, but no matter what I try to do it keeps printing the invoice in a different language. How do I get the invoice to print in English only?

nagendra1(171 - days ago)Page: Payment settings

@planetjeffy

Hi,

I would request you to have a look at the reply to your forum post-

http://forums.zoho.com?ftid=2266000000302366

Hope this helps!

Regards
Nagendra

planetjeffy(171 - days ago)Page: Payment settings

I signed up for a Paypal merchant acct. I added the email id to the payment settings page. Sent invoices are not including the Paypal link for online payments. Is this feature not being included in the free service or am I doing something wrong?

nagendra1(178 - days ago)Page: Welcome

Hello,

As of now we are yet to send multiple invoices in a single mail. As a workaround you can export the invoices as PDF and attach them to the invoice notification mail to send it to your customers. Hope this helps!
Regards
Nagendra

advrshepstone(178 - days ago)Page: Welcome

I want to send more than one invoice to the same client attached to one email. Can this be done?

nagendra1(182 - days ago)Page: Setting up tax details

@lilshoppa

Hi,
We are unable to understand your request, please send us more details on your request to support [at] zohoinvoice [dot] com. We would be glad to assist you.

Regards
Nagendra
Zoho Invoice Team

lilshoppa(182 - days ago)Page: Setting up tax details

Where specifically do you add the placeholder for the subtotals to show? I am not using a custom template.

nagendra1(199 - days ago)Page: E mail templates

@robolovsky

Hi,

You can use the HTML statement exactly inside the invoice notification mail to display your company website. You can click the URL to access the entered website.

Regards
Nagendra
Zoho Invoice

robolovsky(199 - days ago)Page: E mail templates

Hi Nagendra.

Could you tell me the format that i should enter the URL in in order to make it work.

Should I be using the full html statement i.e. <a href="http://www.mysite.com">My Site</a>

nagendra1(200 - days ago)Page: E mail templates

Hi Rob,

When you enter a URL in the notification mail, the text will be shown as text. However when you send the invoice notification to your own email address, you can check whether the URL is active (You can click on it to access the page) on the email that you received as invoice notification.

We have checked the option and it is functioning well. Could you please send the problematic invoice notification mail to support [at] zohoinvoice [dot] com to analyze further.

Regards
Nagendra
Zoho Invoice

Rob (Guest)(200 - days ago)Page: E mail templates

I am not sure if you have understood my problem correctly. I am referring to the email notifications sent out with the invoices.

I can customize the text and I can add a URL but the URL is not clickable. In the email it appears as plain text.

I would like to know if it is possible for me to create clickable URLs in an email.

Many thanks

Rob.

nagendra1(200 - days ago)Page: E mail templates

Dear Rob,

We are unable to reproduce the issue, please check the reply that we sent from support [at] zohoinvoice [dot] com and let us have more details on this issue.

Awaiting your reply.

Regards
Nagendra
Zoho Invoice Team

robolovsky(200 - days ago)Page: E mail templates

Hi

This really is a great service.

One thing I cannot see is how to add an active link to an email template. If for instance I add a link to a page on my website, it appears in plain text.

Is there any way I can do this?

Many thanks

Rob

Qiyang (Guest)(203 - days ago)Page: Welcome

Hi,

Thank you for your prompt reply.

Since I require about 5-7 staff to be able to send invoice from the same place, and it would be impossible for them to synchronise the run of the serial number, perhaps I might suggest you guys include it in the next feature. I believe it is a crucial feature to have.

Thanks anyway. :-)

nagendra1(203 - days ago)Page: Welcome

Hi Qiyang,

It is possible to add year/month/date format to the invoice name, please disable the "Auto generate invoice number." option to enter invoice numbers manually. Here are the steps to disable to option-

1. Login to Zoho Invoice.
2. Click on "Settings" on the top of the page.
3. Click on "Preferences" under "Invoice Settings" on the left side panel.
4. Click on "Auto generate invoice number." field to remove the checkmark on it.
5. Click on "Save" button.

We are yet to support multiple users to access the same account. We are working on the feature and hope to add it in our service around July 2009. Please watch our blog posts for updates.

Regards
Nagendra
Zoho Invoice.

Qiyang (Guest)(204 - days ago)Page: Welcome

Hi,
I was looking through the entire solution offered by zoho, and I was wondering if Invoice is also part of the featured being offered by Zoho business.

I have a few issue in mind I hope you would be able to clear my doubt:

I noticed that your invoice number are generated based on prefix and number. Is it possible to include a year/month/date element into it?(I am asking because my business would need it)

Second, is it possible to have several user from Zoho business to use the same account to send the invoice, and each invoice reflect the name of the sender?(This is important as I need all my staff to be able to generate their own invoice)

Hope you could help answer my question.

Vinayagamoorthy (Guest)(208 - days ago)Page: Welcome

Hi owlcreek,
We have tried hard to reproduce the aging account information issue in our testbed. We are unable to reproduce it. Can you please give us more information on that.
If possible, can you please send us a screenshot of the page to support [at] zohoinvoice [dot] com.
Regards
Vinayagamoorthy - Zoho Invoice Team

nagendra1(214 - days ago)Page: Data and Security

Hi,

It is possible to export the invoices as CSV,TSV, XLS and Jason format. Please find more information on the following link,

http://invoice.wiki.zoho.com/Importing-and-Exporting-data.html

Hope this helps!

Regards
Nagendra

Guest(215 - days ago)Page: Data and Security

Hello,

It's possible to export invoices data in some common format like csv, xls or another?

Thanks in advance.

vinayagamoorthy(216 - days ago)Page: Welcome

Hi,

Thanks for your uplifting words.

Regarding Totals in each reports, we have displayed totals in Sales by customer and Sales by Item reports page. we do have plans to display totals in each reports page. We will update you once it gets done.

About aging account information, we are analyzing this issue and get back to you.

Thanks for your patience and understanding.

Regards
Vinayagamoorthy - Zoho Invoice Team

owlcreek(216 - days ago)Page: Welcome

I love Zoho Invoice! It has made my invoicing much faster & easier! I think it would be nice if each of the Reports provided $ Totals at the end of the page. Also, I have noticed that sometimes the aging account information is incorrect. It seems as if it is not counting some invoices and also not aging them out properly...any thoughts on this? Thank you!

nagendra1(230 - days ago)Page: Welcome

Hi Jules,

We would like to know your browser information. Also there is no need to change any setting in your PC. Please send your browser information to support [at] zohoinvoice [dot] com.

Regards
Nagendra - Zoho Invoice Team

Jules D (Guest)(231 - days ago)Page: Welcome

On my computer I cannot seem to get the send, print buttons etc to work it just keeps saying error on page - they seem ok on other computers I use. Do I need to adjust a setting on mine?

nagendra1(231 - days ago)Page: FAQ

Hi sethamelnick,

We are yet to support multi-user feature. We are working on it and hope to add it in the subsequent update. Thanks for your patience.

Regards
Nagendra-Zoho Invoice Team

sethamelnick(232 - days ago)Page: FAQ

Can multiple users use on instance of the invoicing app - each having their own email to respond to?

Nagendra (Guest)(237 - days ago)Page: Receiving payments

Dear Paul,

We have sent you an email regarding your post. Please check the same and reply to us.

Happy Invoicing!!!

Regards
Nagendra
Zoho Invoice Team

paul.delaney@affinity-one.com.au+(Guest)(237 - days ago)Page: Receiving payments

Hi- We collect payment via direct debit is there a way to reconcile with our payment collection partners

Thanks

Paul

nagendra1(244 - days ago)Page: Welcome

Hello,

We have plans to add export options to reports. We have it in our TODO list. We will update you as we progress.

Thanks for your patience.

Regards
Nagendra

iffe123(245 - days ago)Page: Welcome

Hi
I like your service a lot.
How about the report-module. Any plans on adding export-functions to pdfs etc?

nagendra1(245 - days ago)Page: Deleting an invoice

@riefmedia

Hi,
Thanks for the feedback. We have updated this help document.
Regards
Nagendra

riefmedia(246 - days ago)Page: Deleting an invoice

OK this says if I go to the top of the table there is a button that tells me to delete invoices. Since a batch of invoices imported with a date of 1969 I clearly need to delete them. There is no delete key!

nagendra1(247 - days ago)Page: FAQ

Hello,

Greetings from Zoho Invoice.

We are happy to announce support for Voiding invoices in our service. Now you can VOID an invoice and keep it for your reference. Till date the only way to exclude an invoice from reports is by "Trashing" it. Now instead of trashing it you can just mark it as void and the voided invoices will automatically be excluded from all the reports.

How to Void an invoice :

1. Login to Zoho Invoice.
2. Click on "Invoices" tab.
3. Click on specific "Invoice #" to drill down to the invoice details page.
4. Click on "Void" to Void the invoice.

Note: You will not be able to edit or add payments to a voided invoice. However if you wish you can bring it back to life by clicking on "Convert to Draft" link in its details page, after which it will follow the usual "Invoice life cycle".

Please try this feature and let us know if it was helpful.

Happy Invoicing!

Regards
Nagendra
Zoho Invoice Team

Guest (Guest)(273 - days ago)Page: Welcome

Hello,

Sorry for the inconvenience. As we understand that you can view "Due on date specified" instead of "du à l'échéance", also you can view "Mrs" instead of "Mme" in the invoice PDF. We acknowledge the issues that you have mentioned. We will fix it and will update you. Thanks for your patience and understanding.

nagendra1(273 - days ago)Page: Setting up tax details

Hello Carlos,

Sorry for the inconvenience. If you are using a custom template, you need to add the placeholder for the subtotal. Please add the placeholder (Percentage symbol)InvoiceSubTotal(Percentage symbol) in your custom template and assign that template to your invoices, you can view the sub-totals. Please contact us at support at zohoinvoice dot com, in case you need further assistance.

mailforlife@gmail.com+(Guest)(274 - days ago)Page: Setting up tax details

I am working with two taxes scenario 1, and need to show "Sub Total" ($105.00 as in the example) in Estimates and Invoices.
I cannot see subtotal shown by default, in any template.
Could you tell me please if there is a menu option anywhere to get this subtotal iten activated?
If not, could you tell me please the variable code name so I can add it through html?
Thanks a lot,
Carlos Perez

Muller (Guest)(274 - days ago)Page: Welcome

I made a template for a french invoice

the paiement conditions are only available in english ("due on date specified") while I would like "du à l'échéance"
and for the customers' "salutation" its fine on the screen (Mme) whereas when converting to pdf it prints "Mrs" instead of "Mme"....

did I miss something? thanks for your help

nagendra1(304 - days ago)Page: E mail templates

Hello Steve,

As I understand you need a separate email notification for child invoices created from recurring profiles and another one for normal invoices. If I am right, please send us a sample email notification format for recurring profiles to support [at] zohoinvoice [dot] com. We are here to assist you.

Regards
Nagendra
Zoho Invoice Team

sbruner(304 - days ago)Page: E mail templates

Hi,

Zoho Invoice is awesome! Really easy... and really powerful.

It would be great if we can have two Invoice Email Templates: one for normal invoicing, and one for recurring profiles.

Also, a placeholder for "Profile Name" would be great.

Great product! Thank you,

Steve

nagendra1(305 - days ago)Page: E mail templates

Hello,

You can remove the message "Powered by Zoho Invoice" by upgrading to any of our paid plan. This message is shown only in our "Free" plan. Once you have upgraded your plan the system will automatically remove the message from footer of the email.

For details on pricing, refer:

http://zoho.com/invoice/invoice_subscription_pricing.html

Hope this helps!

Regards
Nagendra
Zoho Invoice Team

nagendra1(305 - days ago)Page: Data and Security

Hello,

Yes, we will backup the data once in a day. We have not provided an option for users to access the backup data. However users may request for their data on emergency times. Please note that any changes made in your account before the backup time on a given particular day cannot be retrieved, only the information present at the time of backup can be retrieved.

Hope this helps!

Regards
Nagendra
Zoho Invoice Team

Guest(305 - days ago)Page: Data and Security

What data is available for users to retrieve from backup? If I accidentally deleted an invoice, can I retrieve it from yesterday's backup?

tommyello(305 - days ago)Page: E mail templates

Will the 'powered by Zoho Invoice' always appear in the footer of the automated email?

nagendra1(320 - days ago)Page: Welcome

Hello,

We appreciate your suggestion and have added it to our TODO list. We will work on it and will update you on its completion. Thanks for your patience.

Happy Invoicing!!!

Regards
Nagendra
Zoho Invoice Team

mikegree(321 - days ago)Page: Welcome

I make an invoice and send it
Whilst a record of the invoice is kept I cannot trace the information that it has actually been sent and what date and time and the email address I sent it to

Grateful for your advice

pjerald(335 - days ago)Page: Editing customer details

Hello

We are able to reproduce the error. The error message "Operation failed: Customer name already exists" will be displayed when you try to update a customer info which matches with another customer existing in your customer base.

Let me illustrate in detail. Lets consider the case that you are having a customer named as "Test" in Zoho CRM. You can import the customer to Zoho Invoice and you can find 2 customers with the name "Test" added in your customer base. When you try to edit a customer to include VAT details, the system wont allow you to save as there is already a customer with the same name. This is where you may see the error message.

Please check whether there is another customer record which has the same name as the record which you are trying to edit. Also please check the trash folder and empty the trash folder. Now try to change the name on one of the customer record. That should solve the issue.

Please get back to us in case of any query. We are here to serve you.

Regards
Jerald
Zoho Invoice Team
http://invoice.zoho.com

edoardo_bolzani(336 - days ago)Page: Editing customer details

When I Click on the "Save Customer" button, to save the changes, the system tell ERROR (Customer Name ...........already Exist).

nagendra1(343 - days ago)Page: Viewing Payment history

Hello sharpgate,

The P.O number field refers to the purchase order sent to you by your customer. When sending estimates and invoices, you can make reference to the purchase orders so that your customer can identify your invoice easily. You can also remove the P.O number field by customizing the templates.

Hope this helps!

Regards
Nagendra
Zoho Invoice Team

sharpgate(344 - days ago)Page: Viewing Payment history

Hi,

How is the PO concept found here? I can see in the templates a mail merge field called PO. What is this field referrin or linking back to?

Thanks

nagendra1(381 - days ago)Page: E mail templates

@jkdawson

Hello John,

Thanks for your comments. The documents can be attached and sent along with the invoice but we cannot save the invoice with a document attached to it. Please follow the instructions to attach a document to invoice and send it,

1.Choose your invoice and click on "Send"
2.In the new page there is an option called "Add" on the right hand side near to the "To" field, click on it.
3.Choose your document and attach your document.
4.Click on "Send" at the bottom of the page.

Please feel free to ask us regarding any query. We appreciate your feedback and suggestion. We are here to support you.

Regards
Nagendra
Zoho Invoice Team
http://invoice.zoho.com/

jkdawson(382 - days ago)Page: E mail templates

Is there a way to attach a document (such as scanned receipts for expenses) to an invoice?

Thanks,

John Dawson
jkdawson@yahoo.com

pjerald(384 - days ago)Page: E mail templates

Hello Robert,

Thanks for your comments.You can use more placeholders from custom template editor page.

Follow the below steps to open custom template editor page -

1. Log into Zoho Invoice
2. Click on the "Settings" link at the top right corner.
3. Click on the "Templates" under the "Invoice Settings" on the left
4. Select the "Custom Template" tab
5. Click on the "Add Template" link.
6. Here you can find all the supported placeholders.

Hope this helps.

Regards
Jerald
Zoho Invoice Team
http://invoice.zoho.com

robertscook(388 - days ago)Page: E mail templates

Is there a way to add additional Placeholders for the templates? (i.e. Company Address, Customer Address, etc.)

Thanks,
Robert

pjerald(391 - days ago)Page: FAQ

Hello bartvanmaarseveen,

Thanks for the comments.

Currently we don't support the concept of users and roles (and sharing of access). Sorry for disappointing you on this. We do have plans to support it. We will keep you updated on the progress.

Regards
Jerald
Zoho Invoice Team
http://invoice.zoho.com

bartvanmaarseveen(391 - days ago)Page: FAQ

I want to use the system with multiple employees. But now authentication goes via my google account. How can we change this?

Elamaran(398 - days ago)Page: E mail templates

Hello Gregg,

Thanks for your comment.

Currently we do not support "branding in the email templates" facility. We do have plans to support this. We have included this in our feature list. We will keep you updated on the progress.

Regards
Elamaran
Zoho Invoice Team

mighty_g(398 - days ago)Page: E mail templates

Hi

Is there a way to have branding in the email templates i.e. include a company logo?

Thanks,
Gregg

kevinfu@zoho.com(404 - days ago)Page: FAQ

I accidentally unsubscribed myself from zoho invoice. Now when I try to login to zoho invoice with my account again, it tells me that my account is disabled. Is there anyway to restore my access to zoho invoice?

Thanks

Kevin

purnima(410 - days ago)Page: FAQ

Hello Shane,

Zoho CRM and Zoho Invoice is integrated. You can import all your "Accounts" and associated "Contact" details from Zoho CRM to Zoho Invoice and invoice your customers via Zoho Invoice.

For more details on Zoho CRM integration refer the following blog post :
http://blogs.zoho.com/general/zoho-invoice-integrates-with-zoho-crm/

Zoho CRM has a invoicing module but the service core focus is on CRM. Whereas Zoho Invoice is a service specifically meant for addressing the invoicing related problem.

Zoho Invoice is rich in invoicing related features, say for example you can track invoices for their payments, accept online payments, create recurring profiles etc. and we will be adding more new features.

Customers who want to maintain a good Customer relationship and also want to keep track of the invoices raised use both Zoho CRM and Zoho Invoice.

Paypal is also a reason for the customers to prefer Zoho Invoice.

Hope this helps you. Let us know if we can help you anyway.

Regards
Purnima
Zoho Invoice Team

shane@83pixels.com(410 - days ago)Page: FAQ

Hello, I am trialling the Zoho CRM app and i am wandering if there is any kind of integration between Zoho Invoice and CRM ??

I hear some people use CRM and Invoice, Why ? is it todo with Paypal ?

Kindest regards

Shane

purnima(413 - days ago)Page: Invoice Customer

Hello Andrew,

When you click on "Save & Send" button, the invoice will be saved and you will be taken to the "Send invoice' page where you can check the mail ids, subject, content of the mail. In the "send invoice" page , you have to click the "send" button to send the invoice.

If a client has multiple contacts, all the contacts will be shown in the "To" field, you can edit them in the "send invoice" page.

Hope this helps you. Kindly get back to us in case of any queries.

Regards
Purnima
Zoho Invoice Team

andrew_wilson(415 - days ago)Page: Invoice Customer

Hello,

When I click the 'save and send' button, is there a way to make sure that the invoice only goes to my contact at the company that handles invoices?

I have imported clients from ZohoCRM and there are multiple contacts per client, but only one contact should receive the invoice (it would be bad if the whole team got a copy of the invoice).

Thanks,

Andrew

purnima(418 - days ago)Page: FAQ

Hello Gregg,

Currently we do not support invoice cancellation. We do have this in our plans and will be implementing it soon. We understand its importance and will keep you updated on this regard.

Thanks for your understanding.

Regards
Purnima
Zoho Invoice Team

mighty_g(418 - days ago)Page: FAQ

Hi

I've searched the forum and help files, but can't find out how to convert an open invoice to closed - in a case where the customer decides to cancel the invoice.

I understand that as you apply a payment then it'll change the status to "Closed", but I need to track which invoices were canceled. It appears that the only two options are "Trash" and "Apply Payment" - is that correct?

Gregg

Purnima(424 - days ago)Page: Invoice Customer

Hello Ashok,

Yes you can set the status of a invoice to 'Open' manually.

Below are the steps to be followed:

1. Click on the "Invoices" tab.
2. Select the invoice for which the status is to be changed by clicking on the check box.
3. Now click on the "Convert to open" button in the list view next to "Delete" button.

Hope this helps you. Kindly get back to us in case of any queries.

Regards
Purnima
Zoho Invoice Team

purnima(424 - days ago)Page: FAQ

Hello Gregg,

The reason for not showing the comments field in the PDF is that the text entered in the comments field is just for the company's reference and it will not be shown to the customer.

Currently we are not having any option to customize the comments field behaviour (appear in PDF or not). We may support this in the future.

As of now, if you want the message to appear on the PDF, use the "Notes" field.

Hope this helps you. Kindly get back to us in case of any queries.

Regards
Purnima
Zoho Invoice Team

Ashok(424 - days ago)Page: Invoice Customer

If I choose to print and snail mail the invoice directly to customer, is there a way to set the status of the invoice to 'Open'?

mighty_g(424 - days ago)Page: FAQ

Hi Purnima

Thanks for the quick response. I see that the "Comments" field on the Invoice is not exported when selecting Invoices > Export > Spreadsheet > View - is there a reason for this?

Regards,
Gregg

invoice(425 - days ago)Page: Setting up tax details

Hello,

Sorry for not being clear in our help docs.

To get more details on this, please refer the following blog :

http://blogs.zoho.com/general/support-for-stacked-or-compound-taxes-in-invoices/

Hope this helps you. Please get back to us in case of any queries.

Guest(425 - days ago)Page: Setting up tax details

I'm sorry, but I find the explanation of how to set up a compound tax amount nearly incomprehensible. For example, the directions say, "While associating the taxes to the item specify GST as Tax1 and PST as Tax2."

Associating how? What item? Specify where?

Zoho has some of the worst help directions I've ever seen.

purnima(426 - days ago)Page: FAQ

Hello Gregg,

Thanks for the post and for the encouraging words.

We have added your request for "batch processing to send invoices" in our TODO list and will be implementing soon.

Support for tracking numbers is already in our plans and will be supporting soon.

Currently we do not support adding custom fields in invoices, we have this in our plans and will keep you updated on the progress.
As of now you can use the "Comments” table in invoices for specifying the shipping status.

"ideally passed back to CRM from PayPal?"
It will helpful to us if you can elaborate this a bit.

Hope this helps you. Get back to us in case of any queries.

Regards
Purnima
Zoho Invoice Team

denimtherapy(426 - days ago)Page: FAQ

Hi

I love the clean, simple interface of Zoho so great job on that front.

1. Are there any plans to have batch processing in the future? For example, selecting a group of invoices and selecting "Send" to send the Invoices to Customers.

2. Are there plans to track shipping status and tracking numbers within Invoice or ideally passed back to CRM from PayPal?

Regards,
Gregg

markthisdate(429 - days ago)Page: Editing or Deleting a payment

I would very much like this feature too

elamaran(440 - days ago)Page: Editing or Deleting a payment

Thanks for the suggestion.
We will support "edit or delete a payment" facility shortly.
We will keep you updated on the progress.

Regards
Elamaran
Zoho Invoice Team

thedesignedadvantage(440 - days ago)Page: Editing or Deleting a payment

I agree that being able to edit or delete a payment is a very necessary function. I really like the simple interface and usability of your program but this one is a big drawback for me.

pjerald(445 - days ago)Page: Estimate settings

Hi David Silsby,

Yes, you can achieve this using custom templates. You can change the fields as you like.

You can get this done by following the instructions below -

1. Log into Zoho Invoice
2. Click on the "Settings" link at the top right corner.
3. Click on the "Templates" under the "Invoice Settings" on the left
4. Select the "Custom Template" tab
5. Click on the "Add Template" link to create a new custom template.
6. If you have created your custom template already, Click on the pencil icon on the thumb nail image of the custom template.
7.Now click on the editor area, select the complete source (CTRL a) and copy it (CTRL c).
9. In the custom template editor that comes up, Just edit the text as per your need.
11. After editing save it by clicking the save button.
12. Generate a test PDF and Conform the changes.

Hope this helps. If you face issues, mail us your template, we can do those changes for you. You can reach us at support at zohoinvoice dot com

Regards
Jerald
Zoho Invoice Team
http://invoice.zoho.com

dsilsby(446 - days ago)Page: Estimate settings

Is it possible to change the heading of the estimates (pdf version) to say "Quote" instead of "Estimate"?

Regards,

David Silsby

dsilsby@netutils.com

sitepoint(466 - days ago)Page: Editing or Deleting a payment

Being able to delete a payment would be really useful. In our case, a payment was assigned to the wrong invoice number which proved problematic.

vinayagamoorthy(467 - days ago)Page: Editing or Deleting a payment

Thanks for your inputs.
Its really a nice feature. We do have plans to add it in our product. We will add this to our features list and will keep you updated on the progress.

Regards
Vinayagamoorthy
Zoho Invoice Team

Guest(467 - days ago)Page: FAQ

test

wickwood(468 - days ago)Page: Editing or Deleting a payment

This is really a very needed property of the program.

Also, it would be nice if previous balances could be carried over from one invoice to another for a given client.

purnima(469 - days ago)Page: Receiving payments

Hello,

We have this in our features list and will be supporting soon. As of now there is no direct way to edit or delete a payment.
As a work around, you can add another payment with negative value and reverse the effect of previous payment.

We will keep you updated in this regard.

Regards
Purnima
Zoho Invoice Team

cwdcwd(469 - days ago)Page: Receiving payments

Is there a ways to edit or remove received payments?
-CWD

Vinayagamoorthy(476 - days ago)Page: Setting up company profile

Thanks for trying our service. Its really nice to implement those features in our service. We have added this to our TODO list. We will keep you updated on the progress.

Regards
Vinayagamoorthy
Zoho Invoice Team

demo(476 - days ago)Page: Setting up company profile

It would be great to have an "approved" status for quotes and estimates too that would be triggered by customers responding with an "approved" link in the quote emailed to them. That would allow the quote to serve a contractual purpose too.

In addition, it would be great to have one or two other contact emails in the Company Profile. For example, one email would be for the AR person who would receive invoicing, cash receipt and overdue notices. Another email contact would be for the person receiving "approved" quotes, per my suggestion above. Perhaps one or two others might be added as well, but I just suggested two.

pjerald(486 - days ago)Page: Printing an invoice

Hello

I am having problems printing the invoices with the print option at the top of the page.

Please let us know whether you face problem in printing invoice from the print dialog that opens when you click "print".
Or the print option itself not gets opened when you click "print".

Just to add more on printing pdf.

When you click the print option from the Preview/Details page, Invoice will get exported as PDF and then print dialog will be opened for print option.
Note that Print dialog will not be opened if you are using Custom Template to generate PDF.

pwmlwlw(486 - days ago)Page: Printing an invoice

I am having problems printing the invoices with the print option at the top of the page. I am using n HP Officejet printer. Is there another way to print or something that I can change in order to be able to print.

isiva(492 - days ago)Page: Setting up company profile

@Mineer

I have mailed you our response. Let us know if it doesn't help.

Regards
Siva

mineer(492 - days ago)Page: Setting up company profile

What about multiple companies. I want to invoice as different companies. For example, I rent out a bobcat tractor as part of a rental company. We lease a cabin for my in-laws and I do development. So three companies, and I want the invoices to list the respective companies. Different items for each company would be nice to.

If not possible, can I have more than one invoice account with the same username.

First option would be better so all reports can include all companies.

pjerald(523 - days ago)Page: Changing the Logos

Hello,

I have replied to a related query in our forums. Please refer to the following link -

http://forums.zoho.com/viewtopic.php?t=147322&sid=d45eacea2a1589fcccdec25b5a7da0b6

Regards
Jerald
Zoho Invoice Team
http://invoice.zoho.com

miketempleton(523 - days ago)Page: Changing the Logos

I created the logo in the recommended size (580px x 250px @ 300 DPI) and the resulting logo ended up stretching across my entire invoice page. Did I do something wrong?

invoice(536 - days ago)Page: Deleting an invoice

Hi baritchi,

Permanent deletion of invoices is not available.We are working over this and will be available soon. Since permanent deletion of invoices is not available, you can not reset the Invoice Number with out changing the prefix. So please follow these steps to reset the Invoice Number along with prefix.

1.Go to Settings->Preferences under ( Invoice settings Section)
2.Change Start At Number ( Say 100 )
3.Save the Settings
4.Now change the Prefix that you did not use previously( Say INV# ) and set the Start At Number to 1.
5.Save the Settings

From now on, Invoice Number will be generated as INV# 1

Thanks
Prasanna

baritchi(536 - days ago)Page: Deleting an invoice

How can I permanently delete an invoice?
I've tested the Zoho Invoice Service, i've made few test invoices now I want to get started with a paid service, permanently delete those, and start from the begining with #1.

prasanna(549 - days ago)Page: Adding a new Invoice

Currently we are supporting customization of "Payment Terms" for days only (Settings->Terms & Late Fee). Terms like COD & CreditCard cannot be added as of now. We have added this feature in our TODO List and will keep you updated on the progress.

As a workaround, you can specify these terms in "Notes" or "Terms & Conditions" of the invoice.

jon_harpootlian(549 - days ago)Page: Adding a new Invoice

is there a way to add COD as payment terms and Credit Card?

isiva(567 - days ago)Page: Adding a new Invoice

@rjhintz,

Thanks for the comments, we will be updating our help documents shortly.

Siva
Zoho Invoice Team

rjhintz(567 - days ago)Page: Adding a new Invoice

The use of recurring profiles to create child invoices could be usefully mentioned here.

pjerald(572 - days ago)Page: Setting up company profile

Currently we don't support the concept of users and roles (and sharing of access). Sorry for disappointing you on this. We do have plans to support it. We will keep you updated on the progress.
Regards
Jerald
Zoho Invoice Team
http://invoice.zoho.com

batipi(572 - days ago)Page: Setting up company profile

Can you have multiple users to access zoho invoice account? How do you add another user. Cheers, Dave. Batipi.com

invoice(572 - days ago)Page: Estimate settings

Yes, it is possible. We will be re-using the logo specified for the invoices. To specify the logo for the invoices refer -

http://invoice.wiki.zoho.com/Changing-the-Logos.html

Let us know if you have any further questions.

Regards
Siva

batipi(572 - days ago)Page: Estimate settings

Is it possible to add a custom logo to the esitmate?

Thanks,

Dave

Zoho Solutions Division

http://www.batipi.com