How do I change the primary email address that is used to access my Zoho Invoice account?

Posted on July 27, 2021 by admin

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How do I change the primary email address that is used to access my Zoho Invoice account?

To change your primary email address, kindly follow the below mentioned steps:

Log into accounts.zoho.com
Select My Profile Info and click on the Email Preferences tab.
Click on the Add Email button present on the top-right corner and enter the email address which you would like to make as primary.

Enter your account’s password and click on the Add Email button.

Now, hover your cursor over the newly added secondary email, and click on the green mailbox icon.

This action will make the newly added email address into your new primary email address.
You can now use this primary email address to access all the Zoho applications.

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What happens when I import the same file twice in Zoho Invoice? Will the already existing data get overwritten?

When you import the same file twice, the entries of the file won’t replace the already existing files. Instead, it skips the existing entries and imports the ones that are new.

PS: This rule does not apply if you choose “Overwrite” option while importing data in the Contacts and Items modules. By clicking this, all the values in the existing records will be replaced with the imported ones and cannot be restored

Is it possible to add SPF and DKIM records to validate transactional emails from Zoho Invoice?

Yes. You can include zoho.com to your SPF (Sender Policy Framework)record. This entry represents all mail sending services of Zoho, and therefore including this entry would be sufficient if you use any other Zoho Product as well.

Note: Configuring this helps in cases where emails sent from customer addresses, might sometimes be caught in the recipient’s spam filter. To avoid this, we recommend you to add zoho.com in the SPF record of your domain’s DNS settings.

We hope that adding SPF record would be enough and there would no need for adding our public DKIM keys.

However, feel free to contact support[at]zohoinvoice[dot]com should you require any assistance on this regard.

Can we use an external SMTP to send emails from Zoho Invoice?

No. Currently we do not have an option to use external SMTP to send emails from our service.

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How do I change the theme of my organization?

To change the theme of your organization, kindly follow the instructions below:

Click on the Gear icon on the top-right corner and select Preferences.
Now click on the Branding tab.
Scroll down to the Themes section.
Click on the drop-down and select a theme that you wish to apply to your organization.

Changing the theme for an organisation will also reflect in its respective client portal.

I have three organizations under a parent organization. Will I be able to create individual organizations and monitor their activities in one place?

You can create multiple organizations in Zoho Invoice and switch between them whenever necessary. But, you cannot monitor the activities of all the organizations in one place. This feature is currently not available in Zoho Invoice.

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I have two stores with different names and addresses. How can I use Zoho Invoice for both the stores? Do I need to buy two separate subscriptions?

Actually, no you don’t have to get two separate subscriptions, since there is a workaround for this.

You can create two templates and customize one of them to show your alternate address, by replacing your organization’s address. Here is how you do this:

Open Settings and click on Templates.
Clone your Default template and name it appropriately.
Hover your cursor over the cloned template and click on Edit.
Under Template Properties, uncheck the box that says Show Organization Logo.
Next, navigate to Header & Document Information and click on Customize your header content.
Type in the other store’s name and address and click on Preview.
Don’t forget to hit Save, present on the top.

Now you can use this template for your transactions, by scrolling down on your editor screen, click on the edit option present beside the Template field, and choose the alternate template.

Please refer to the gif file present below for further clarity:

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How does the Configure Emails option work?

The Configure Emails option helps you to add additional email addresses to your organization. Transactions can be sent to your customers from any one of these email addresses as well. To do so:

Click Configure Emails.
Click the +Add Additional Contact option to enter the name and the email address of the contact and hit Save.

An email would be sent to that email address with the verification link. The owner of the email address will have to forward that mail to you.
You need to click the verification link to complete the verification process.
To send transactions via the newly added email id, just move your mouse on the side of the email addresses and hit Mark as primary.

NOTE: This flow of email address verification has been set in this pattern, to ensure authentication of the users. As, your Zoho Invoice account contains critical financial information, we make sure that only the right person gets access to it.

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Can I use Zoho Invoice for free?

Posted on July 27, 2021 by Intern

Can I use Zoho Invoice for free?

Yes, you can!

Zoho Invoice is forever-free invoicing software that helps small businesses manage their invoices and collect payments effortlessly.

It’s packed with features that are essential for taking care of all your billing needs. With it, you’ll be able to:

Create invoices, retainers, and credit notes
Automate payment reminders
Collect online & offline payments
Record expenses
Offer a self-service portal for your customers
Log work-hours and bill clients for projects
View multiple reports

And much more, all available fully free of cost!

Get Started with Zoho Invoice Now

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How do I backup my data?

To backup all the data of your Zoho Invoice account, kindly follow the below mentioned steps:

Click on the gear icon present on the top-right corner of the page, and select Data Backup.

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Click on the Backup Your Data button.

A few minutes after you click the button (approx. 30 minutes), you will receive an email with a link to download your data.

Note: Backing up your data today will not allow you to initiate another backup for the next 15 days.

Is it possible to change the email address with which I access my Zoho Invoice account?

Yes. You can change the email address with which you access your Zoho Invoice organization. You can find the list of scenarios and the corresponding steps you could use to change your email address.

Case 1: If you’ve signed up for Zoho Invoice using your personal email address and plan on using your organization email to access your Zoho Invoice account.

In this case, you can change the email address by following steps mentioned here.

Note: Kindly make sure that the email address to which you wish to switch shouldn’t already have a Zoho account.

Case 2: You’re in the paid plan and you wish to access your Zoho Invoice account using another email address.

To add a new email address, kindly follow the instructions below:

Click on the Gear icon on the top and select the Users option.
Click Invite User and enter your new email address.
Choose the user role as Admin and click Send.
You/the user will receive an email invitation to join the organization.
Accept the invitation and log into the organization using the new email address.
Now, head to the Users section and delete the user with the old email address.

Note: If you belong to the free plan/exceed the user limit, you cannot add more than one user. In that case, send us an email to support[at]zohoinvoice[dot]com and we will provide you permission to add another user. Once we’ve enabled the option, we’ll let you know and you can follow the above steps to add your new email address.

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Why am I not able to send invoices, estimates, etc. when I use an AOL email address as my primary email address?

If you create your Zoho Invoice account using an AOL email address, you won’t be able to send invoices, estimates to your customers as AOL’s DMARC policy does not allow Zoho Invoice to send emails on behalf of users/businesses using AOL addresses.

Hence, we advise you to change your primary email address created under a different domain. To know more about how to change your primary email address, kindly click here.

How do I make my company’s logo visible on all my invoices?

To make your logo visible on your invoice, you will have to upload your logo on to the organizational profile of your Zoho Invoice account. To upload your organization logo:

Login to your Zoho Invoice account and click on the Gear icon present on the top right corner of the page.
Select the Organization Profile option.
Click on the Upload your logo option to upload your organization’s logo from your computer.
Kindly make sure that the preferred image size for your logo is 240px x 240px @ 72 DPI (Maximum size of 1MB.)
Once you upload your logo, click on the Save button for the changes to take effect.
Now, your organization logo will be visible in all your invoices.

After uploading the logo, kindly make sure that the option to display your organization logo on all your invoices is enabled. To do that:

Click on the gear icon present on the top right corner of the page and select Templates.
Choose the invoice template of your choice and click on the Edit button.
Tap on the Header section and check whether the Show Organization Logo option is checked. If not, check it and click on the Save button.

I forgot the password for my Zoho Invoice account. How do I reset it?

Click on the Forgot Password link in the Zoho Invoice login screen. Enter your registered email address, enter the captcha code and hit Request.

You will receive an email to the registered email address with the password reset link. Click the link and reset the password.

You will now be able to login to your Zoho Invoice account with your new password.

Can I select my country as India but, have USD as the base currency?

Yes, you can.

In order to create an Organization with India as Country and Base Currency as USD,

Create an organization with some other country name (say Singapore) and choose the currency as USD.
Once the organization has been created, click on the Gear icon, select Organization Profile and edit the country name as India and finally click Save.

Note: This case can be applicable for all the organizations having their country as USA, UK, Canada,Australia and India wherein the user wishes to choose a country but have a different base currency.

I have two organizations in Zoho Invoice. How do I transfer data between both the organizations?

While it is not possible to automatically transfer data between two organizations, you can manually export data from one organization and import it into the other.

Click here to learn more about how to Import & Export data from your Zoho Invoice organization.

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I created two organizations under different email accounts.How do I bring both the organizations so that I can manage them under a single account?

Zoho Invoice allows you to manage multiple organizations under a single account. If you’ve mistakenly created two accounts to create two organizations, you can bring them together under a single account by following the below mentioned steps:

Let’s take an example where you have created two organizations, Automatic Advertising and Automatic Design under different email addresses admin@example.com and admin@example.net (in that order) and you wish to bring both of the organizations under the email address admin@example.com
Log into the account created using admin@example.net and invite admin@example.com as a user and assign the user role as Admin. (To know how to invite a user, click here.)
You will receive an email invite to join the organization.
Once you accept the invitation, log into your other account using admin@example.com and you will see both the organization’s listed under your account.
Now, after this is done, delete the user admin@example.net from the Users section of your organization (To know how to delete a user, click here).

Note: Users cannot be added to your organization if you are using the Free plan of Zoho Invoice.

Can I reset my organization?

No, it is not possible to reset your Zoho Invoice organization. The only option would be to delete the organization and create a new one.

To delete an organization, please follow the instructions below,

Click on the organization name on the top right corner and select Manage Organizations from the drop-down.
In the following page, you will see a list of all your organizations.
Click on the delete option under the organization you wish to remove.

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Confirm your action by clicking on Yes in the pop-up that follows.

Here are some things you should know:

The organization should not be under any Paid plan.
The user who is deleting the organization must be the last Admin user of the organization.
The CRM integration must be disabled.
If you’ve enabled the client portal for a few contacts, deleting the organization will not allow your customers to access/view their previous transactions with your organization.
Once an organisation is deleted, you cannot retrieve any data related to that organisation.
In case you wish to delete an organisation, but save all it’s data, you can opt for Data Backup before deleting. This option is available under the Gear icon, on the top right corner of Zoho Invoice screen.
- Select Data Backup and click on Backup Your Data. Once you have backed up your organization’s data, you can delete the organisation and still have all the related information.

P.S. : You will be able to perform the Data Backup only once in 15 days.

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How do I create a recurring invoice? How do I make an existing invoice recurring?

Posted on July 27, 2021 by Intern

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creating a recurring invoice

A Recurring Invoice can be created either from :

Recurring Invoices module
Invoices module

To create a recurring invoice :

Go to the Recurring Invoices module.
Click ”+” icon and proceed to create a recurring invoice as usual.
You will be prompted to enter data relevant to recurring invoices, such as Start and End time, and Recurring frequency. Enter the information according to the specifications which you want your recurring invoice to possess.
Save the changes by clicking on the Save.

To make an invoice recurring, all you need to do is :

Go to the Invoices module.
Select the specific invoice you want to make recurring.
Click on More –> Make recurring.
Fill in the appropriate fields.

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Also, a New Invoice can be made Recurring using the button Make Recurring given at the bottom right of the Invoice creation page.

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What are the different options to create and send recurring invoices to my customers?

Posted on July 27, 2021 by Intern

Different options to create and send recurring invoices

Follow these steps to customize how and when recurring invoices are sent out.

Click on the gear icon on the top right corner and select Preferences from the drop down.
Now click on Recurring Invoices, here you can select how you want to handle recurring invoices,
- Create Invoices as drafts – Your recurring invoices are only saved as drafts. You can review them, make changes and send them out manually.
- Create and send invoices – Your recurring invoices are sent out to the customers for payment automatically once they’re created.
- Create, Charge and send invoices – The customer’s credit card associated with the recurring invoice is charged automatically and invoices are sent out for their reference.

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How can I view CRM contacts under the customers section in Zoho Invoice?

Posted on July 26, 2021 by Intern

How can I view CRM contacts under the customers section in Zoho Invoice?

You can view the contacts imported from Zoho CRM into Zoho Invoice by opening the customers tab and selecting CRM Customers from the drop down arrow above the customers list. Doing so, filters only the CRM contacts and displays them in the list.

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While importing ‘Accounts and its Contacts’ from Zoho CRM, how do I mark a Zoho CRM contact as a primary contact in Zoho Invoice?

The first step would be to create a custom field for Contacts in Zoho CRM. To create a custom field,

Click on the spanner icon on the top right corner and select Setup. Under Customization, go to Modules and Fields and select Contacts from the module list.
In the following page, you can view the fields of different datatypes. Drag and drop the Checkbox field on the right.
Fill up Label as, for example, “Is Primary Contact” and hit the Save Layout button.
Now click on the Contacts tab in Zoho CRM, go to the contacts which you wish to set as primary contacts and click on the checkbox against Is Primary Contact field. Also, make sure they are associated to an Account in Zoho CRM.
In Zoho Invoice, click on the Gear icon on the top right corner of the page and select Integrations -> Zoho Apps -> Zoho CRM, click on Show Details.
Click on Edit below the contact sync module integration settings as shown in the image below,

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Then, at the bottom of the page, map the Is Primary Contact field in Zoho Invoice with Is Primary Contact field in Zoho CRM as shown in the image below,

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://www.zoho.com/invoice/kb/images/contacts/crm-primary-contact.png” _builder_version=”4.9.3″ _module_preset=”default” hover_enabled=”0″ alt=” CRM contacts” sticky_enabled=”0″][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”]

Finally, click on Save and Sync. Then, in the CRM integration details page, click on Instant Sync as shown in the image below,

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://www.zoho.com/invoice/kb/images/contacts/instant-sync.png” _builder_version=”4.9.3″ _module_preset=”default” hover_enabled=”0″ alt=” CRM contacts” sticky_enabled=”0″][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”]

Henceforth, the contacts for which you have enabled the “Is Primary Contact” field in Zoho CRM, would be set as a Primary Contact for those customers in Zoho Invoice.

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If I modify the address of my customer, will that reflect in the invoices that have already been created for that customer?

No. The changes will not reflect in the invoices that have already been created. Invoices that are created after the change will have the new address .

You can choose to update the address in the invoices that are saved as drafts. You can do this by choosing the change address in draft option while changing the address of your customer.

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://www.zoho.com/invoice/kb/images/contacts/address-change-draft.png” _builder_version=”4.9.3″ _module_preset=”default” hover_enabled=”0″ alt=” CRM contacts” sticky_enabled=”0″][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”]

I am doing business with a customer who prefers to communicate in Spanish. How do I get the invoices, estimates, reminders, etc. to be in Spanish?

In Zoho Invoice, you can associate a language to a customer. This includes:

Modifying the portal language.
Creating templates for invoices, estimates, reminders etc.
Creating workflows specific to language-associated customer

Let’s take the above example where your customer prefers all communication in Spanish.

Choosing Spanish as Portal Language

In order to choose Spanish as default portal language for the customer, follow the below mentioned steps:

Click on the Customers tab on the left sidebar.
Select the customer for whom you would like to associate Spanish as the portal language.
Click on the Edit option.
Click on the Portal Language drop-down under the Other Details tab and choose Spanish.
Click Save for the changes to take effect.

Setting up Invoice Template in Spanish

In order to set the invoice template in Spanish, kindly follow the instructions below:

Click on the Gear icon on the top-right corner and select More Settings.
In the page that follows, click on the Templates section and choose the type of template, say invoice template.
Click on the + New button present within the New Template section.
A pop-up window will display all the available templates.
Hover your mouse over the template of your choice, and click on the Use This button.
In the window that follows, enter a name (optional) for your template, and choose Spanish from the Language drop-down.
Click on the Continue button.
The following screen will allow you to edit the properties of your template. Once you’re done. Click on the Save button for the changes to take effect.

Setting up Email Templates in Spanish

You can do this for Email templates as well. To set up your email templates in Spanish, kindly follow the instructions below:

Click on the Gear icon on the top-right corner and select More Settings.
In the page that follows, click on the Email Templates section.
Click on the + New button present on the top-right corner.
A New Email Template window will appear on the screen.
Enter the content of your email and click Save for the changes to take effect.

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Setting up Payment Reminders in Spanish

Apart from setting email templates, you can also set up payment reminders in other languages and associate them to specific customers.

The first step in the process is to create an email alert. To create an email alert, kindly follow the instructions below:

Click on the Gear icon present on the top-right corner of the page.
Select the Automation tab and click on the Email Alerts section.
Click on the + New Email Alert button.
Enter a name for the Email Alert. In this case, the purpose of the email Alert is to send a payment reminder to a customer whose language is Spanish.
Select a module, say the Invoice module.
Click on the Email Template drop-down and select the + Add New Email Template option.
Enter the content of the template in Spanish and click on Save and Select button.
Now, click on the Save button to save your newly created Email Alert.

The next and final step is to create a workflow rule, where a payment reminder is send for invoices created for customers whose language is Spanish.

Under the Automation section, click the Workflow Rules tab.
Click the + New Workflow Rule button.

1. Name your Workflow

Workflow name: Give your workflow a name.

Module: Invoice

2. Choose When to Trigger

Workflow type: Event Based

When an Invoice is: Created

3. Filter the Triggers

When -> Customer Language -> is -> Espanol

Click Next and check the Would you like to add time-based action? option.

Execution time: 5 -> Days > Before -> Due Date

Action: Email Alert -> Spanish – Payment Reminder

Click on the Save button to save the workflow rule created. This will trigger a payment reminder (in Spanish), five days before the due date, for all the customers whose language is Espanol.

Associating the templates to a customer

Once you’ve set up the invoice and email templates, you can associate these templates by following the instructions below:

Click on the Customers tab on the left sidebar.
Select the customer for whom you would like to associate Spanish template.
Click on the More drop-down and select the Associate Templates option.
Click on the appropriate drop-downs under each template and choose the newly created Spanish Template.
Click on the Save button for the changes to take effect.

This action will allow you to send customized invoices and emails to that particular customer.

Note: You can also create workflows based on the language, i.e. you can create workflows for customer who are assigned a specific language.

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Transaction process in zoho invoicing software

Posted on July 26, 2021 by Intern

How do I create a new transaction for a customer?

You can create transactions for a customer by following these steps.

After creating the customer, click on New Transaction under the Customer Details Page to start a new transaction.
Select from the list of options provided under the drop-down and proceed with the transaction.

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How can I merge customers?

Remember that transactions associated with customers, once merged, will be listed under the master customer’s transactions. Customers that are being merged must contain the same currency terms. Such customers can be merged in two ways,

1) Multiple Customers to be merged.

Go to the Customers tab. Browse the customers list and select the customers you want to merge as one.
Once all the customers to be involved in the merging have been selected, click on the option Merge at the top of the customers list.

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You will be required to select a ‘Master Customer’ from among the customers you’ve chosen to merge. This customer will be the one retained with the total transactions of all the merged customers, while the rest will be marked inactive. The customers made inactive can be marked active again, but all the previous transactions associated to them will be erased.

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2) An alternative way when only two customers are to be merged,

Select the customer you want to merge with another, and click the settings icon shaped like a gear in the customer details page.
Now, select Merge Customer and proceed to pick the master customer you want to merge this with. Once you’ve completed the merge, the original customer selected will become inactive.

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://www.zoho.com/invoice/kb/images/contacts/merge-contact.png” _builder_version=”4.9.3″ _module_preset=”default” hover_enabled=”0″ alt=”invoicing software” sticky_enabled=”0″][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default”]

Can I delete a customer?

Yes, you can.

In the Customers module, click on a customer you wish to delete. In the customer details page, click on More in the top right corner and select Delete from the drop-down.

Note: You will not be able to delete a customer if any transactions have been created for it. The transactions for the particular customer have to be deleted first after which you can proceed to delete the customer.

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How do I filter my customers?

Customers can be filtered and viewed in two ways, either according to level of activity, or according to what category they fall under. Customers belonging to any one such type can be viewed separately by going to the customers tab, clicking on the drop down arrow above the customer list and selecting the type of customers you want shown up on your screen. The various types are briefly explained,

1) According to Category:-

All Customers – These refer to all your customers to whom you sell your goods/services.
CRM Customers – These are the customers that you have imported into Zoho Invoice from Zoho CRM.
G Suite Customers – In case your Zoho Invoice is integrated with your google account, your google customers will be shown up under this heading.

2) According to level of activity –

Active – Active customers are those with whom transactions are taking place or about to take place. As such, all customers have the Active status unless marked inactive.
Inactive – This status is assigned to the customers which have been manually marked as inactive, or whose transactions have been transferred to a Master customer after merging.

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Zoho-Invoice-a-one-stop-solution-to-all-your-invoicing-requirements.png” alt=”How can I convert an estimate into an invoice?” title_text=”Zoho Invoice – a one-stop solution to all your invoicing requirements” url=”https://go.zoho.com/KwD” url_new_window=”on” align=”center” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” custom_padding=”||0px|||”]

3) According to status –

Duplicate – Duplicate customers are the ones which were created with same names.
Client Portal Enabled – This filter lists out the customers for whom, you have enabled client portal access.
Client Portal Disabled – These customers do not have access to the client portal.

4) According to payment status:-

Overdue Customers – This list includes those customers, whose invoices are still unpaid, past the due date.
Unpaid Customers – These customers have invoices, which are yet to be paid by them.

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How do I remove SSH access on digital ocean?

Posted on July 26, 2021 by Intern

How do I remove SSH access

Depending on how you login to root…if you logged in with a key file you would have to switch to a different key file by generating a new one and replacing the old one in the authorized keys…

If you did not use keys files and used a password…sadly you would have to reset the password…there is not a workaround since he knows the password and the username for ssh…what are you going to do? Make him forget it?

You shouldn’t be using the root account anyway in case you execute the wrong there is no going back…

What you could do is make another user account with sudo privilege’s using the same password just different name and disable root login…

How do I migrate WordPress site from shared hosting to Digital Ocean?

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If you gave the developer root access, you’ll need to change the root password or upload a new authorized key list.

If you gave the developer a separate user account, you can lock it with:

/usr/bin/passwd developer_user -l

Or, delete it:

/usr/sbin/userdel developer_user

That should do it.

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If he is having an SSH access as a different user, then you can remove the user from users list. That way you can deny his access. If you login to digital ocean server with say Ubuntu@xx.xx.xx.xx, then you need disable or remove user Ubuntu and create a new user and add him to sudo users.

From security is always better to change root password when an employee leaves. Root user can compromise your all year’s work.

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The “internet” doesn’t really know what qualifies as you. So, you need to tell it.

You could set up an IP address limitation for port 22 (the default SSH port). Look into iptables for that.
If, more likely, you are looking for a way to disable SSH access for certain users on your server, look into this guide, particularly the section titled “Limiting the Users Who can Connect Through SSH”.

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What is a droplet on Digital Ocean?

Posted on July 26, 2021 by Intern

Droplet on Digital Ocean?

Digital Ocean Droplets are Linux-based virtual machines (VMs) that run on top of virtualized hardware. Each Droplet you create is a new server you can use.

They name it Droplets just new jargon for their users so their customers will understand it easily.

Just like Cloud ways also offers Digital Ocean same droplets with extra features and they name it server and you can launch unlimited applications (CMS Platforms) on their server

How do I migrate WordPress site from shared hosting to Digital Ocean?

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A “droplet” is simply what DigitalOcean calls their Virtual Machines (VMs) in their Infrastructure-as-a-Service (IaaS).

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How do I migrate WordPress site from shared hosting to Digital Ocean?

Posted on July 26, 2021 by Intern

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Migrate WordPress site from shared hosting to Digital Ocean

In order to migrate WordPress site from your Hosting provider to other Hosting provider you need to follow few steps.

Login to your existing cPanel and go inside File Manager and open the folder where you have INSTALLED WordPress.
Now copy all the files into a zip folder
Download the .Zip file in your PC.
Now go to Back Up wizard in your cpanel and take a backup of MySQL database
Download the .gz file in your local PC.
Just install 7 zip from here . Now Open the .gz file from this 7 zip program
Now drag and drop that SQL file outside of that zipped content open with note pad and then press Ctrl+ H(Find & Replace)
11 Best Online Accounting, Bookkeeping & Invoicing Software
Find the old wordpress installed URL for ex. http://olddomain.com/folder and replaced it with new URL. Now again drag and drop this SQL file into that sql.gz file inside 7 zip and replace the existing file (Note: Ignore this step if you trying to migrate WordPress to new cPanel with same domain name)
Now Login to your new cPanel account open File Manager
Go inside public_html file and upload the .Zip file
After it gets uploaded Extract it!!
After this Login to your new cPanel and go to Backup Wizard and click on restore section
Final step -select the database and Upload the .gz file.

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So this actually isn’t a hard project. There are just a few basic steps:

Create your instance in Digital Ocean. I believe they have a 1 click wordpress install.
Create a backup of your current site
Import it into the new wordpress site
Update the DNS on your domain.

This simplifies the process but with a plugin it shouldn’t be too hard to move your WordPress site over.

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How can I view a payment receipt for an invoice?

Posted on July 17, 2021 by