Customer credits in Zoho Invoice

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We are happy to announce support for customer credit feature in Zoho Invoice.  Now it is possible to add credits to your customers.  You can make use of these credits while applying payments to invoice.  You have the option to use the complete credit or a part of it.

Some scenarios in which you will be making use of customer credit:

  • When customer over pays an invoice and asks you to adjust the excess amount on future invoices.
  • When customer makes advance payments to goods/services.
  • When customer orders goods/services, makes payment and later due to some reason returns or cancels the complete order or part of it.

Well, in most of the above cases the best approach will be to increase the customer’s credit via Credit Note.  Currently we don’t support raising Credit Notes, we are working on this and will be supporting it shortly.  Till such time you can add customer credit directly.

How to add credit to your customer:

  • Login to Zoho Invoice.
  • Click on “Customers” tab.
  • Click on a “Customer Name” to drill down to customer details page.
  • Click on “Add Credit” link under “Customer Details”.
  • Enter “Amount ” and add “Description”.
  • Click on “Save Payment” button.


How to use credits while applying payments:

  • Login to Zoho Invoice.
  • Click on “Invoices” tab.
  • Choose the invoice and click on the “Add Payment” link of that particular invoice.
  • Click on “Apply From Credit” and leave a check mark on it (Please note that the payment mode will automatically change to “Credit”).
  • Enter value on the “Amount” field.
  • Click on “Save Payment” button.

Hope you find this
feature useful and it comes handy whenever you need to add credit to
your customer.  Please try this feature and share your comments with us.

Happy Invoicing!!!

Void Invoice

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We are happy to announce support for voiding invoices in our service.  Till date the only way to exclude an invoice from reports is by deleting it, now instead of deleting the invoice you can just mark it as void, voided invoices will be automatically excluded from all the reports.  You can keep such voided invoice for your future reference.

Deleting Vs Voiding

When you delete an invoice, the record will be erased out of the system and you may not have it for your future reference.  Also your invoicing sequence will get disturbed.

On the other hand when you mark the invoice as void, it will *NOT BE* removed from the system but will be automatically excluded from all reports.  Also the invoicing sequence will not be disturbed.

Need for void invoice

There are several occasions when you would like to void an invoice, probably due to the following reasons-

  • Let’s say your customer had placed an order and you had raised an invoice for it.  Later for some reason he/she decides to cancel the order and haven’t yet paid for it.  Now you have to remove the invoice, instead of deleting the invoice you can mark it as void and keep it for your future reference.
  • Voiding will be of immense help during audits as in this case records are not removed and can be readily referred to.
  • Voiding can also come handy in cases where you have to make lot of changes in the invoice.  Instead of making changes on the invoice, you can mark it as void and proceed to create a new invoice.  Here you can very well maintain a reference between your old and new invoices.
  • When you want to keep track of all invoices that you have issued, maintain a sequence and don’t want the sequence to be disturbed by deleting an invoice in-between.
  • Voiding and maintaining the void invoices will help you track down customers who make too many cancels.

Void invoice

How to void an invoice :

1. Login to Zoho Invoice.
2. Click on “Invoices” tab.
3. Click on the specific “Invoice #” to drill down to the invoice details page.
4. Click on “Void”.

How to view void invoices :

1. Login to Zoho Invoice.
2. Click on “Invoices” tab.
3. Click on “Void Invoices” under “Invoices” on the left side panel.

List view of void invoice

Note: You will not be able to edit or add payments to a voided invoice.  However if you wish you can bring it back to life by clicking on “Convert to Draft” link in its details page, after which it will follow the usual “Invoice life cycle“.

Hope you find this feature useful and it comes handy whenever you need to void an invoice.  Please try this feature and share your comments with us.

Happy Invoicing!!!

Zoho Invoice now supports Authorize.net

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We are happy to announce support
for Authorize.net in Zoho
Invoice. Now you can accept online payments from your customers via Authorize.net in Zoho Invoice.  Clearly this has been one of the
most requested features and we are happy to heed to the request.  This integration gives you more options, now you can accept online payments via any of these payment gateways – PayPal, Google Checkout and Authorize.net

zoho Invoice now supports Authorize.net

Authorize.net is one of the most popular payment gateways; it can help you accept credit card payments quickly and more affordably.  You can get details about it from the following link – how it works

Configuring Authorize.net in Zoho Invoice:

Please follow the steps below, to configure Authorize.net in Zoho Invoice-

 1. Sign-in to Zoho Invoice and
click on the “
Settings” link
at the top right.

 2. In the settings page, click on
the “
Payment Gateways
link under “Invoice Settings”.

 3. Enter your "API LoginID" and "Transaction
Key
" in the respective
fields.

 4. Click on "Save".

More
information on API LoginID and Transaction Key can be found at Authorize.net

Authorize.net Payment gateway with zoho Invoice.


Configuring Invoice notification mail:

After configuring the API LoginID it is necessary to configure your invoice notification mail. Please
follow the steps below,

 1. Sign-in to Zoho Invoice and click on the “Settings” link
at the top right.
 2.
In the settings
page, click on
the “
Invoice notification
link under “
E-mail Settings”.
 3. Please add the placeholder %Authorize.Net%.
 
4. Click on "Save".

Configuring invoice notification mail
Additional options to use with Authorize.net:

You have the choice to receive
notifications when a payment is made to you, just select the option "
Notify me on
online payments
" and click
on "
Save".


If you want to send an
acknowledgment to your customer, just select the option "
Send
acknowledgment to customers

and click on "
Save". 

Please note that Authorize.net currently supports payments only in US dollars.

What next?

Currently we don’t support "Automated Recurring Billing"  and electronic check payments feature in authorize.net, we will be supporting it shortly.

Also we are planning to add support for more payment gateways.  If you want us to add support for any specific payment gateway, let us
know.  Based on the number of requests, we can prioritize and add
support for it.

Feel free to explore our other
supported payment gateways PayPal
and Google Checkout.  We would definitely like to hear your comments and don’t forget to drop us a note when you enjoy using this feature.
Stay tuned for more…..