Service set up checklist
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Payment settings
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Setting up tax details
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Time zone and currency set up
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Changing the Logos
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Setting up company profile
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Glossary
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Data and Security
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Importing From Zoho CRM
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Importing From Blinksale
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Recent comments

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)  (11 - hours 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  (23 - days ago ), Page: Welcome

How to make a branded invoice? with a image background?? thank you
Commented By: Guest  (23 - 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  (36 - 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  (36 - days ago ), Page: FAQ

Is there a setting to receive a return receipt from customers when invoices are emailed out?
Commented By: rajgoelbl  (36 - 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  (36 - 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)  (39 - 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  (39 - 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  (46 - 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  (46 - 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  (47 - 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)  (47 - 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  (74 - 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)  (74 - days ago ), Page: Setting up company profile

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
Commented By: nagendra1  (106 - days ago ), Page: Receiving payments

Is there a way customer can pay with ACH?
Commented By: as4rayz@yahoo.com+(Guest)  (106 - days ago ), Page: Receiving payments

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
Commented By: nagendra1  (128 - 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?
Commented By: Guest  (128 - 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
Commented By: nagendra1  (134 - days ago ), Page: FAQ

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