Zoho Invoice
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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10 results found
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Automatically mark invoices as paid
We only use Zoho Invoice for receipts; ie only after the order has been created and paid for. This means that we have to manually mark each invoice as paid and put a date on it, after typing it out and creating it. These extra steps take a lot of time and sometimes get missed out (as they are not necessary), which can cause problems with reports later.
It would be great if we could automatically mark invoices as paid when they are created. This could be done with a Workflow Rule, but at the moment there is no 'action'…13 votesHi there,
We understand that you want to mark invoices as paid automatically once they are created. This can be achieved through custom functions, and our team can actually help setting this up for you.
Kindly drop an email to support[at]zohoinvoice[dot]com so that we can assist you on this.
Regards,
Reshma -
Option to change the spelling of "Check" to "Cheque"
Option to change the spelling of "Check" to "Cheque", no country spells "check" as a payment form this way except for the US.
It would be nice that this can be modified as it looks very odd to see it as "check" on a customers receipt.
7 votesHi,
Thank you for posting on our feedback forum.
While choosing the ‘Record payment’ option for an invoice, you’ll have a drop-down for ‘Payment mode’. In the bottom of the drop-down, you could see the ‘Configure payment mode’ option.
In the pop-up that follows, you can customize the spelling of the existing payment modes or add new ones if you wish.In case you choose to record payment using the ‘Payments Received’ tab, you can find the same ‘Configure payment mode’ option there too :)
Hope you are happy with this !
Cheers,
Reshma. -
I would like to do bulk update on 'Payments Received'
I should be able to choose multiple invoices and do a bulk update for the payments received against the same. I can later update specific details of payment. Without this, I keep getting outstanding alerts, which are wrong
6 votesHi there,
Zoho Invoice allows you to record bulk payments for customers so that you can close multiple invoices at once.
To try this, click on the “+” button next to “Payments Received” section and select a customer to see all their unpaid invoices. After that, you can split and allocate the bulk payment as you need.
If you need any help with this, please reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Allow auto charge for non-recurring invoices
We sell parts. Our customers give us their credit card information and want us to charge their card for any orders they place. These are non-recurring orders. As it is now, we would have to type in the credit card info for each order they place, as they want to be charged per invoice. We have hundreds of invoices daily. This is not feasible.
6 votesHi Brenda,
Zoho Invoice is integrated with more than 10 payment gateways and some of them support ‘auto-charge’. When you integrate your Zoho Invoice account with any of those gateways, you can charge your customers for one-time invoices too. (Here is the list: https://www.zoho.com/invoice/help/recurring-invoice/recurring-invoice-preferences.html#auto-charge-preferences )
How this works:
While making payment for an invoice or using the ‘Request payment information’ option, your customers can enter the card details just once and then choose to save it for future transactions.And once they choose to save it, you can easily collect payments using the “Charge customer” option.
If you need any help with this, please feel free to reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma -
Bulk Payment Recording
Could you please implement the option to record payments in bulk? We often have customers pay a monthly statement comprised of a number of individual invoices, meaning that I have to record each separate invoice as paid manually rather than all in one go.
Surely you could add an option to the invoices tab, kind of how you can print or export a number of invoices all in one go? You could just add a "Record Payments" option from the drop down "More" box for all the invoices you have selected, it would save people a lot of time!
4 votesHi there,
Thanks for posting on our feedback forum.
Zoho Invoice allows you to record a single bulk payment for multiple invoices of a customer.
To try this, please click on the “+” next to “Payments Received” section and select the customer. Now, all unpaid invoices of that customer would be displayed. You can record a full or partial payment and decide how to split the payment among those invoices. Once this is done, all corresponding invoices will be marked as Paid.
You can try this and share your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma -
Selectable email template for payment thank you from Payments Received page
I can't select the alternative mail template from Payments Received page
3 votesHi there,
You can create multiple email templates for payment acknowledgement under Settings > Email templates > ‘Payment- Thank You’.
To send an email in a template other than the default template:
-Head on to the “Payments Received” section > Enter the details > “Save” the payment.
-Then choose to email it (using the ‘email’ option on top of the payment).
-In the page that follows, you’ll have the option to pick an email template of your choice.If you have any queries in this, just write to us at support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Split Payment Among Multiple Invoices
A client with multiple ongoing projects will often write one check for multiple projects at the end of the month. Currently, the only way to apply payment to multiple invoices is to manually split the check received. However, applying payment in this way makes it difficult to track the check to specific invoices. Being able to post a check to multiple invoices would be very helpful from an accounting and cash management perspective.
2 votesHi there,
It is indeed possible to record a single payment that would mark multiple individual invoices as “Paid”.
Here is our FAQ page that explains the steps to do so-
https://www.zoho.com/invoice/kb/payments/multi-payment.htmlHope this helps!
Regards,
Reshma. -
Would like the ability to edit the Thank You email manually
When you record a payment for an invoice and Zoho asks if you want to send a thank you message, it currently defaults the greeting in the Thank You message to whoever is tagged as primary contact on the account. If you are sending the message to someone else, they might be confused by this. We should have the ability to edit the Thank You message on the fly, just like we can with emails sending an invoice or an estimate.
1 voteHi Steve,
While recording the payment for an invoice manually, you will have the option to choose the recipients of the “Thank you” email you are going to send. You can very well remove the primary contact and send it to some other contact person.
As far as the ‘message’ of the Thank you Note is concerned, that depends on the email template you’ve setup.
You can create multiple templates under Settings > Email templates > Payment – Thank You. While recording the payment for an invoice, you’ll not have the option to pick an email template. So, if you wish to send it using a template other than the default one, you can follow these steps:
Head on to the “Payments Received” section > Enter the details > “Save” the payment and then choose to email it (using the ‘email’ option on top of the payment). In the page…
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Multi Payments
It would be nice if we could register several payments in one action. Because when you have one thousand standing order at the same time it is very long to register ...
1 voteHi,
If your requirement is to record payment for multiple invoices (that belong to the same customer) in one shot, it’s easily possible in Zoho Invoice.
You can refer this FAQ page to know the exact steps.
https://www.zoho.com/invoice/kb/payments/multi-payment.htmlIf you have any queries, you can write an email to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
massive payment
Hi, I wish to have how to apply massive payments to selected invoices.
1 voteHi there,
Kindly follow these steps to record a single payment to multiple invoices of your choice.
https://www.zoho.com/invoice/kb/payments/multi-payment.html
Regards,
Reshma
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