Recently changed pages
Service set up checklist
Last Edited By: invoice
( 62 - days ago )
Payment settings
Last Edited By: invoice
( 62 - days ago )
Setting up tax details
Last Edited By: invoice
( 62 - days ago )
Time zone and currency set up
Last Edited By: invoice
( 62 - days ago )
Changing the Logos
Last Edited By: invoice
( 62 - days ago )
Setting up company profile
Last Edited By: invoice
( 62 - days ago )
Glossary
Last Edited By: invoice
( 62 - days ago )
Data and Security
Last Edited By: invoice
( 62 - days ago )
Importing From Zoho CRM
Last Edited By: invoice
( 62 - days ago )
Importing From Blinksale
Last Edited By: invoice
( 62 - days ago )
more >>
Recently Attached Files
more >>
|
Newly added pages
Customer credit
invoice ( 165 - days ago )
Import and Export
invoice ( 165 - days ago )
Zoho CRM import
invoice ( 165 - days ago )
Import and Export
invoice ( 165 - days ago )
Customer Credit
invoice ( 239 - days ago )
Recent comments
@thinkerytim
Hi,
Once you click on "Send", the invoice will be sent immediately to the recipients. As of now we do not support the option to schedule an invoice to be sent at a later date.
Hope this helps.
Regards
Nagendra
Zoho Invoice Team
Commented By: nagendra1 (9 - hours ago ), Page: Invoice Customer
If I click "save and send" on an invoice that is dated in the future (so maybe I was creating an invoice to be sent next week)-- will the invoice be sent immediately or must I remember to log in on the day that the invoice should be sent and send it manually? Or will it be queued to email out on the day it is scheduled for?
Thanks
Commented By: thinkerytim (22 - hours ago ), Page: Invoice Customer
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
Commented By: navas (3 - 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.
Commented By: thinkerytim (3 - days ago), Page: Changing the Logos
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
Commented By: prasanna (15 - 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
Commented By: nrikike (Guest) (17 - days ago), Page: FAQ
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
Commented By: nagendra1 (40 - days ago), Page: Welcome
How to make a branded invoice? with a image background?? thank you
Commented By: Guest (40 - days ago), Page: Welcome
@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
Commented By: nagendra1 (53 - 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
Commented By: nagendra1 (53 - days ago), Page: FAQ
Is there a setting to receive a return receipt from customers when invoices are emailed out?
Commented By: rajgoelbl (54 - 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
Commented By: rajgoelbl (54 - days ago), Page: FAQ
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
Commented By: John (Guest) (56 - 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.
Commented By: kiwicorp (56 - days ago), Page: Welcome
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
Commented By: rakeshp (63 - 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?
Commented By: mhcpa1040 (63 - days ago), Page: Printing an invoice
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
Commented By: rajarajeswari (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.
Commented By: level91 (Guest) (65 - days ago), Page: FAQ
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
Commented By: nagendra1 (91 - 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
Commented By: academie@akuit.com+(Guest) (91 - days ago), Page: Setting up company profile
more>>
|
![view](javascript:WikiCommon.previewImage("/attach/1.3/invoice-settings.gif");){kind=link}
![view](javascript:WikiCommon.previewImage("/attach/1.2/estimate-settings.gif");){kind=link}
![view](javascript:WikiCommon.previewImage("/attach/1.0/invoice-templates.gif");){kind=link}
![view](javascript:WikiCommon.previewImage("/attach/1.0/create-invoice.gif");){kind=link}
