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Does Zoho Invoice support barcode scanning? If yes, how does it work?

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Yes, Zoho Invoice supports barcode scanning in the web app, as well as the Android mobile app. Here is how it works in the web app:

  • Prerequisite: You have to key in the bar code of the item as the SKU of said item in Zoho Invoice.
  • Open any transaction (that involves an item) of your preference, and place your cursor in the Item Details field.
  • Scan the barcode of the item. You’ll see that the item will be highlighted from the Item Details drop-down.
  • Press Enter or click on the item to add it to your transaction.

Note: Barcodes of length longer than 10 characters are only supported.

 

 

 

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To use barcode scanning in the Android mobile app,

  • Prerequisite: You have to key in the bar code of the item as the SKU of said item in the Zoho Invoice app.
  • Open any transaction that involves an item and press Add Line item.
  • Press Select Item.
  • Click on the barcode icon, available on the top right
  • Scan the barcode using your camera. The corresponding item will be highlighted. Select the item.

 

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What is HSN Code or SAC? How do I configure it in Zoho Invoice?

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HSN Code (Harmonised System of Nomenclature) is a six-digit code that classifies more than 5000 products according to well-established rules that is accepted worldwide. This code has been developed by the World Customs Organisation (WCO) to enable efficient international trade. Similarly, SAC (Services Accounting Code) is a six-digit code used to classify the different services that are rendered.

The Central Board of Indirect Taxes and Customs (CBIC) has mandated HSN Code or SAC for goods effective from 1 April 2021. That means when you create transactions and add items to them, the items must have the HSN Code or SAC associated to them.

According to CBIC, if your previous year’s annual turnover is less than ?5 crores, you will have to use a 4-digit HSN Code or SAC and if it is more than ?5 crores, you will have to use a 6-digit HSN Code or SAC

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Configure HSN Code or SAC in Zoho Invoice

In Zoho Invoice, we have built a bulk-update wizard to configure and update the items in your organisation with the HSN Codes or SACs.

Once the HSN Codes or SACs are added to the items in Zoho Invoice, they will be auto-populated when you create transactions.

To configure HSN Codes or SACs:

  • Click the Configure HSN Code or SAC button in the banner in your dashboard.
    OR
    Click the Configure and update HSN Code or SAC link on the top bar in the Items module.
  • Select 4-digit HSN Code or SAC if your business’s annual turnover was less than ?5 crores in the previous year. The 4-digit HSN Code or SAC is mandatory for B2B, SEZ, Export, or Deemed Export tax invoices and optional for B2C tax invoices.
    OR
    Select 6-digit HSN Code or SAC if your business’s annual turnover was more than ?5 crores in the previous year. The 6-digit HSN Code or SAC is mandatory for all tax invoices.
  • Click Save and Proceed.
  • Next, click Export Items. A CSV file containing all the items in your organisation will be downloaded to your device.
  • Edit the CSV file and add the corresponding HSN Codes or SACs for the items.
  • Save the edited CSV file.
  • Next, go to Zoho Invoice, click + Choose File and select the edited CSV file.
  • Click Import. Now, the items will be imported along with the HSN Codes or SACs and the transactions you create from this time on will contain items with HSN Codes or SACs.
  • Click Next.
  • Click Auto-update Transactions to update the draft estimates, draft credit notes, and the recurring invoices with the HSN Codes or SACs. The auto-update will be scheduled and you will be notified once the HSN Code or SAC is updated in those transactions via in-app notification.

  • If there are certain transactions that could not be updated with the HSN Codes or SACs, you will receive an email with the list of transactions that could not be updated. You can edit those transactions manually and update them.

    Once the HSN Codes or SACs have been updated, they will be auto-populated when you create transactions with items

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Is it possible to sync my CRM products in Zoho Invoice?

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[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”|auto|10px|auto||”][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_margin=”-39px|||||”]Yes, Zoho CRM-Zoho Invoice integration supports two way product sync.

  • Navigate to Gear icon > Integrations > Zoho Apps.
  • From the Zoho CRM app listing, select Show Details.
  • Under Enable modules to be synced, you will find the Contacts and Item configuration.
  • Under the Item configuration, select Configure Now for setting up item sync for the first time, or click on Edit if already configured.
  • In the Sync Items page, you will have 3 section.

Extent of the Sync :
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  • Fetch from CRM – Select this option if you wish to sync Zoho CRM records into Zoho Invoice.
  • Sync both ways – Select this option if you want to have a two way sync of the record.

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  • Clone – The record is cloned and both the original and duplicate records exist.
  • Overwrite – The duplicate record overwrites the existing record.
  • Skip – The duplicate record is not synced and the existing record is retained.

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.10″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.10″ _module_preset=”default”][et_pb_image src=”https://blog.gotmenow.com/wp-content/uploads/2021/06/Make-payment-collection-a-breeze-with-Zoho-Invoice.png” alt=”crm” title_text=”Make payment collection a breeze with Zoho Invoice” url=”https://go.zoho.com/HzZ%20https://go.zoho.com/KwD” url_new_window=”on” align=”center” _builder_version=”4.9.10″ _module_preset=”default”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.10″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.10″ _module_preset=”default”][et_pb_text _builder_version=”4.9.10″ _module_preset=”default”]Mapping Fields :

Field mapping for items in product sync is automated. Zoho CRM product fields are identified and automatically mapped to Zoho Invoice item fields.
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Q) I get the error message “File contains empty string as column header(s). Please check the content and try again.” when I try to import a .csv or a .xls file. What should I do?

 

The error may be caused because of an additional separator (Comma in the case of a CSV file, Tab in the case of a TSV file) or an empty column present on a particular line.

Remove the separator and empty columns and save the file. Finally, import the file into Zoho Invoice, match the corresponding fields and it should work perfectly fine

P.S: Also, while importing files or invoice integration , please make sure the columns do not have unnecessary separators(Commas or Tabs) or characters as this might lead to causing the above error.

 

 
[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][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_video src=”https://youtu.be/4g9T20wRdio” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_video][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-58px|auto||auto||”][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”]

Q) Can I upload images and add SKU information to my items?

[/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_text _builder_version=”4.9.3″ _module_preset=”default”]The first step in doing this would be to enable the option from the Preferences section. In order to do that, kindly follow the steps mentioned below:

  • Click on the Gear icon present on the top-right corner and select Preferences -> Items
  • Scroll down to the Additional Information section. Select the checkboxes under Enable against SKU and Item Image to enable these additional fields while creating an item.
  • Select Show in all PDF option if you wish to display SKU or item image in the Invoice PDF.

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

  • Click on the Save button for the changes to take effect.

Once this is done, whenever you create/edit an item, you will be able to upload an image and enter SKU information.
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When I export my invoices as PDF, my items are not shown. Why is that?

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If you’re using foreign characters (such as Chinese, for example) on your invoice, you need to make sure the template you’re using in Zoho Invoice for this transaction, supports these characters. This will ensure that these characters are supported when the invoice is printed or exported as a PDF.

  • Click the Gear icon on the top right of Zoho Invoicing software and select Templates sub-tab. Hover over the template you’re using and click Edit.
  • Under Template Properties, select the font of your choice from the drop down under PDF font.
  • As you flip through the font styles, a pop up at the bottom announces the language that particular style supports (Chinese, Japanese etc.). This will assist you in selecting the right font style. Save your changes before proceeding.

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Q) Can I specify item prices in currencies other than my base currency in Zoho Invoice?

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Yes, In Zoho Invoice  you can. Simply create a price list and select the option Enter rate individually. Here, select the desired currency and go on to specify the individual prices for each item. You can now associate this price list to a customer and carry out transactions with him in this currency in .

To do all of the above said, please follow the below mentioned steps:

  • Click on the gear icon (settings icon) and select Preferences > Items > select Would you like to enable Price Lists? and click on the Save button.
  • Now go to the Price Lists module on the left pane. Click on the + icon to go to the price list creation page.
  • Give a name, select Enter the rate individually for each item in Item Rates and choose the currency.
  • In the item table you can enter the customized rates for the items.
  • Click on the Save button.
  • Now go to the Contacts section, click on the Edit button and associate this price list to the contact.

By doing so, whenever you create a transaction for that contact, chosen items will possess the custom rates.

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Q) I would like to provide additional information about my item and display them on my invoices. How do I do that in Zoho Invoice?

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The default input fields you come across while creating an item such as the item name, price, etc. is designed to capture information that is common to all businesses. But, apart from the available fields, you would want to store additional information that is unique to your business. Custom fields for items will allow you to do that.

With custom fields in the invoicing software, you can receive input in different forms such as number, text, email, etc.

To create custom fields for items,

  • Click on the Gear icon on the top-corner of the page and select More Settings.
  • Under Settings head to Preferences and click on Items.
  • Click on the + New Custom Field link present under the Additional information section.
  • A pop-up will appear on the screen.
  • Enter the name of the custom field in the Label Name field and choose appropriate datatype (Number, Text, etc.)
    • Now, choose whether you want this input field to appear while creating a transaction.
    • Once done, you can choose whether you wish to display the custom field and its value by configuring the Show in all PDF section.
    • Click Save to add your newly created custom field.

[/et_pb_text][et_pb_button button_url=”https://go.zoho.com/KwD” url_new_window=”on” button_text=”Access Free Invoicing Software” button_alignment=”center” _builder_version=”4.9.3″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_border_width=”0px” button_border_radius=”22px” button_use_icon=”off” custom_margin=”-20px|||||” filter_saturate=”74%” button_text_shadow_style=”preset2″ box_shadow_style=”preset3″][/et_pb_button][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-23px|auto||auto||”][et_pb_column type=”4_4″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_post_slider posts_number=”10″ include_categories=”139″ bg_overlay_color=”#0C71C3″ _builder_version=”4.9.10″ _module_preset=”default” min_height=”575px” height=”598px” custom_margin=”11px|||||”][/et_pb_post_slider][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.10″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.10″ _module_preset=”default”][et_pb_social_media_follow _builder_version=”4.9.3″ _module_preset=”default” text_orientation=”center” global_module=”10723″][et_pb_social_media_follow_network social_network=”facebook” url=”https://www.facebook.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#3b5998″ follow_button=”off” url_new_window=”on”]facebook[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”twitter” url=”https://www.twitter.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#00aced” follow_button=”off” url_new_window=”on”]twitter[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”linkedin” url=”https://www.linkedin.com/company/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#007bb6″ follow_button=”off” url_new_window=”on”]linkedin[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”instagram” url=”https://www.instagram.com/business_tools_online/” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#ea2c59″ follow_button=”off” url_new_window=”on”]instagram[/et_pb_social_media_follow_network][/et_pb_social_media_follow][/et_pb_column][/et_pb_row][/et_pb_section]

A unified platform for all your back office needs.

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[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default” custom_padding=”0px|||||”][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=”4.9.10″ _module_preset=”default”]

From invoicing to order management to accounting, Zoho Finance Plus has all the tools you need to streamline all of your back office operations. Zoho Finance Plus is a unified platform for all your back office needs.

[/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_text _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”||-1px|||”]

Everything you need to manage your operations and finances

  • Inventory
  • Books
  • Invoice
  • Subscriptions
  • Expense
  • Checkout

Know More

[/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_button button_url=”https://go.zoho.com/KwD” url_new_window=”on” button_text=”Access Free Invoicing Software” button_alignment=”center” _builder_version=”4.9.3″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_border_width=”0px” button_border_radius=”22px” button_use_icon=”off” filter_saturate=”74%” button_text_shadow_style=”preset2″ box_shadow_style=”preset3″][/et_pb_button][/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/2021/07/books-1x.png” alt=”A unified platform for all your back office needs” title_text=”books-1x” _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”]

ZOHO BOOKS

Manage your finances and stay on top of your cash flow.

  • Manage receivables and payables
  • Import bank feeds automatically
  • Comply with sales tax, VAT, and GST

Learn More

[/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_video src=”https://youtu.be/4g9T20wRdio” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_video][/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”]

Benefits of the Integrated Finance Suite for Businesses

 

  • Multiple apps, single platform

  • Improved quote-to-cash process

  • Better business decisions

  • Subscription-economy ready

  • Faster employee reimbursements

  • Ease of Administration

Learn More

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How do we disable a reminder?

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[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][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_button button_url=”https://go.zoho.com/KwD” url_new_window=”on” button_text=”Access Free Invoicing Software” button_alignment=”center” _builder_version=”4.9.3″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_border_width=”0px” button_border_radius=”22px” button_use_icon=”off” filter_saturate=”74%” button_text_shadow_style=”preset2″ box_shadow_style=”preset3″][/et_pb_button][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.10″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.9.10″ _module_preset=”default”][et_pb_text _builder_version=”4.9.10″ _module_preset=”default”]

Steps For Disable A Reminder

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Once you have set up a reminder, you can disable it at any time. Let’s check how do we disable a reminder

  • Go to Gear icon(Settings) > Reminders.
  • Under Automated Reminders, you can see the list of all reminders.
  • A reminder can be simply disabled by clicking the Turn Off button next to it.

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How does a expected payment date based reminder work?

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[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][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/Make-payment-collection-a-breeze-with-Zoho-Invoice.png” alt=”How can I convert an estimate into an invoice?” title_text=”Make payment collection a breeze with Zoho Invoice” url=”https://go.zoho.com/HzZ%20https://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_button button_url=”https://go.zoho.com/KwD” url_new_window=”on” button_text=”Access Free Invoicing Software” button_alignment=”center” _builder_version=”4.9.3″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_border_width=”0px” button_border_radius=”22px” button_use_icon=”off” filter_saturate=”74%” button_text_shadow_style=”preset2″ box_shadow_style=”preset3″][/et_pb_button][/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=”4.9.10″ _module_preset=”default”]

Once you set a reminder based on expected payment date, you will receive a reminder from Zoho Invoice reminding you about the payments those are nearing their date or payment dates that has already been crossed.

 

To set these reminders

  • Click on the gear icon present on the top right corner of the page, and select the Reminders option.

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  • Hover to the section ” Based on Expected Payment Date “.
  • Click on the Turn On button next to the details.
  • In the pop up that appears, enter the number of days you want to be reminded before/after the expected payment date.
  • You can also cc and Bcc the mail to other related organisation staff.
  • Click on Save.

Note : You must set an Expected Payment Date to use this reminder feature.

[/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_video src=”https://youtu.be/4g9T20wRdio” _builder_version=”4.9.3″ _module_preset=”default”][/et_pb_video][/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_button button_url=”https://go.zoho.com/KwD” url_new_window=”on” button_text=”Access Free Invoicing Software” button_alignment=”center” _builder_version=”4.9.3″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_border_width=”0px” button_border_radius=”22px” button_use_icon=”off” filter_saturate=”74%” button_text_shadow_style=”preset2″ box_shadow_style=”preset3″][/et_pb_button][/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_post_slider posts_number=”10″ show_image=”off” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#0C71C3″][/et_pb_post_slider][/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_social_media_follow _builder_version=”4.9.3″ _module_preset=”default” text_orientation=”center”][et_pb_social_media_follow_network social_network=”facebook” url=”https://www.facebook.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#3b5998″ follow_button=”off” url_new_window=”on”]facebook[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”twitter” url=”https://www.twitter.com/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#00aced” follow_button=”off” url_new_window=”on”]twitter[/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”linkedin” url=”https://www.linkedin.com/company/zoho” _builder_version=”4.9.3″ _module_preset=”default” background_color=”#007bb6″ follow_button=”off” url_new_window=”on”]linkedin[/et_pb_social_media_follow_network][/et_pb_social_media_follow][/et_pb_column][/et_pb_row][/et_pb_section]

How to delete a reminder in the invoice?

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[et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][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_button button_url=”https://go.zoho.com/KwD” url_new_window=”on” button_text=”Access Free Invoicing Software” button_alignment=”center” _builder_version=”4.9.3″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0C71C3″ button_border_width=”0px” button_border_radius=”22px” button_use_icon=”off” filter_saturate=”74%” button_text_shadow_style=”preset2″ box_shadow_style=”preset3″][/et_pb_button][/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=”1px|||||”]

  • Click on the reminder which needs to be deleted.
  • In the next window, a Delete this reminder button will be available on the right-bottom corner.
  • Click on the button and the reminder will be deleted instantaneously.

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Deleting The Reminder

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How do I add a new reminder to the invoice?

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A new reminder can be added only for cases based on due date.

  • Go to Reminders – Automated Reminders – Invoices.
  • You can click on the Turn On button beside any one of the reminders. You can edit the reminder template as per your wish and hit the Save button.
  • If you would like to create a new reminder, click on +New Reminder option.
  • In the new window, enter the Name of the reminder to be created.
  • Select who should be reminded, either you, the customer or both from the Remind drop down.
  • Set the due date criteria and modify the content if necessary using Placeholders for help.
  • Click on Save.

Read More

 

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I tried duplicating the tax name but was unable to do so. Please resolve my issue.

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Importing an item with a tax name which is similar to the tax created manually. But instead of replacing the tax name, duplicating the tax name and now  have 2 taxes with the same tax name in the invoice.

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When importing items, taxes are matched with three properties.

  • Tax Name
  • Tax Type
  • Tax Percentage

The values in your Zoho Invoice account and the CSV file should match perfectly. If there is a mismatch then Zoho Invoice would create a new tax.

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Deletion of a tax that is no longer needed. Will it affect previous transactions?

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No, your transactions in the past will not be affected by deleting the tax linked to it. If you feel a tax you created is not of much use for your business, then you can go ahead and delete it without worrying about your previous transactions.

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Q) I want to add more than one tax to an item. How do I do this?

This can be done by adding the multiple taxes under a tax group before associating it to the item.

  • Go to Settings > Taxes.
  • Click on +New Tax Group.
  • Provide a name and associate the taxes you want to club under this tax group.
  • Save changes.

Now, you can associate this tax group to your item, either on the item creation page or invoice creation page.

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Q) Can I delete a item? It shows me an error message when I try.

 

You cannot delete an item involved in existing transactions in your account. You have to delete the concerned transactions before you come back and delete the items, or you can simply just mark the particular items as inactive.

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