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Dashboard Recently changed pages   Editing or Deleting a payment  Last Edited By: invoice  ( 14 - days ago ) Receiving payments  Last Edited By: invoice  ( 15 - days ago ) Invoicing settings  Last Edited By: invoice  ( 35 - days ago ) Creating recurring invoices  Last Edited By: invoice  ( 40 - days ago ) Getting paid by customers  Last Edited By: invoice  ( 40 - days ago ) Deleting a recurring profile  Last Edited By: invoice  ( 40 - days ago ) Recurring Invoices  Last Edited By: invoice  ( 40 - days ago ) Invoicing Customers  Last Edited By: invoice  ( 40 - days ago ) Viewing child invoices  Last Edited By: invoice  ( 40 - days ago ) Status of recurring profile  Last Edited By: invoice  ( 40 - days ago ) Editing a recurring profile  Last Edited By: invoice  ( 41 - days ago ) Viewing profile details  Last Edited By: invoice  ( 41 - days ago ) Viewing recurring profile list  Last Edited By: invoice  ( 41 - days ago ) Sending recurring invoices  Last Edited By: invoice  ( 41 - days ago ) Adding a recurring profile  Last Edited By: invoice  ( 41 - days ago ) Data and Security  Last Edited By: invoice  ( 46 - days ago ) Importing From Zoho CRM  Last Edited By: invoice  ( 46 - days ago ) Customers and Contacts  Last Edited By: invoice  ( 46 - days ago ) Importing From Blinksale  Last Edited By: invoice  ( 46 - days ago ) Payment details  Last Edited By: invoice  ( 46 - days ago ) View all recently changed pages Newly added pages   Deleting a recurring profile invoice  ( 42 - days ago ) Editing a recurring profile invoice  ( 42 - days ago ) Viewing child invoices invoice  ( 42 - days ago ) Viewing profile details invoice  ( 42 - days ago ) Viewing recurring profile list invoice  ( 42 - days ago ) Recent comments   @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/ Commented By: nagendra1  (12 - 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 Commented By: jkdawson  (13 - 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 Commented By: pjerald  (15 - 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 Commented By: robertscook  (19 - days ago), Page: E mail templates 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 Commented By: pjerald  (21 - 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? Commented By: bartvanmaarseveen  (22 - days ago), Page: FAQ 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 Commented By: Elamaran  (29 - 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 Commented By: mighty_g  (29 - days ago), Page: E mail templates 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 Commented By: kevinfu@zoho.com  (35 - 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 Commented By: purnima  (40 - 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 Commented By: shane@83pixels.com  (41 - days ago), Page: FAQ 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 Commented By: purnima  (44 - 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 Commented By: andrew_wilson  (46 - days ago), Page: Invoice Customer 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 Commented By: purnima  (49 - 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 Commented By: mighty_g  (49 - days ago), Page: FAQ 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 Commented By: Purnima  (55 - days ago), Page: Invoice Customer 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 Commented By: purnima  (55 - days ago), Page: FAQ 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'? Commented By: Ashok  (55 - days ago), Page: Invoice Customer 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 Commented By: mighty_g  (55 - days ago), Page: FAQ 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. Commented By: invoice  (55 - days ago), Page: Setting up tax details View all comments

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