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Zoho Invoice

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4 results found

  1. Custom template for account statment

    We are traditional Chinese users. the only choice we can have is to use English as primary language to avoid unnecessary troubles. However, we are unable to change PDF font for account statement(transactions). the default font in standard PDF template doesn't support Chinese characters. it will be helpful the statement template can be customized like others.

    3 votes
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    0 comments  ·  Reports  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Stanoo,

    With the ‘customer statement customization’ that we introduced a few months back, you have the option of changing the PDF font of the customer statement PDF. By changing it to “AR PL New Sung”, the Chinese characters would be rendered properly in the final PDF.

    To give this a try:
    Click on Settings > Templates > Customer Statement > Edit > Change the PDF font to “AR PL New Sung”.

    Cheers,
    Reshma.

  2. Expense report by customer

    When generating an Expense report, I want to be able to select a specific customer in addition to a specific date range. At the moment you can only choose date range and type of expense.

    3 votes
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Jim,

    In the Reports section, we have provided a dedicated “Expenses by customer” report, which lets you generate customer-wise expense details.

    You can give it a go and let us know your thoughts :)

    Regards,
    Reshma.

  3. Custom Customer statement

    been able to customized the customer statement, where I want to show only due invoices within a time frame and not having to what other invoices got paid within that same period.. JUST THE PAST DUE INVOICES AND A TOTAL OF THAT; and linked the payment to the invoices... Invoice shows on the top but payment shows on the bottom, with a bunch of other invoices in between. Makes it a lil hard to read and understand the statement

    3 votes
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  4. Hi I would like to know if I can view my receivable invoice details report with tax and net of tax?

    Hi I would like to know if I can view my receivable invoice details report with tax and net of tax?

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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    Thank you for posting on our feedback forum.

    In Zoho Invoice, while you generate the “Invoice details” report, kindly choose the “Customise report” option on the top > “Show/hide columns”.

    In the list of fields available, you can choose ‘Tax amount’/‘Tax amount (FCY)’/Amount without tax’/‘Amount without tax (FCY)’ fields based on your requirement.

    If you have any further questions, you can contact our team directly at support[at]zohoinvoice[dot]com

    Regards,
    Reshma

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