What's New

Check out all the latest product updates in Zoho Invoice

14 August 2024

Enhance Your Keyboard Navigation for AccessibilityFeatured

We've added a new 'Navigate To' feature in Zoho Invoice to enhance keyboard navigation and accessibility. You can activate it using the shortcut (Option/Alt + 0) and navigate using the tab key. This feature provides improved navigation if you rely on keyboard navigation or other assistive technologies.

12 August 2024

Perform Advanced Search Using FiltersFeatured

We've added a new 'Filter' field in the Advanced Search feature. You can now perform advanced search by applying the filter based on both default and custom filters.

20 June 2024

Customize Keyboard ShortcutsFeatured

You can now customize keyboard shortcuts for your organization by configuring keys of your choice. You can also reset the configured shortcuts to their original settings or disable it altogether, if required.

19 June 2024

Resize the Width of Columns in List PagesFeatured

Adjust the width of columns in list pages that have more than eight columns. You can do this in the Customers, Invoices, Quotes, Credit Notes, and Expenses modules.

13 June 2024

Overwrite Items Based On Custom Fields While ImportingFeatured

If you've created a custom field for an item with the Prevent Duplicate Values option selected, you can choose to overwrite items based on the custom field while importing items.

15 May 2024

Introducing Klarna Payment Method via StripeFeatured

The Klarna payment method is now available via Stripe. Klarna is a global payment method that offers customers a range of payment options like Buy Now Pay Later, installment payments, and more.

9 May 2024

Filter and View Notifications With EaseFeatured

We've added a filter option for notifications. You can now view your notifications based on criteria such as mentions or unread notifications.

29 April 2024

Split and Record Payments for InvoicesFeatured

You can now conveniently split and record a single invoice payment, adding up to three split payments with different payment methods. This can be done only when recording a payment during invoice creation.

10 April 2024

Create Organizations With ZiG as the Base CurrencyFeatured

You can now create organizations with ZiG (Zimbabwe Gold) as the base currency, and create transactions for your customers in Zimbabwe who use ZiG. ZiG is the gold-based currency newly launched by the Reserve Bank of Zimbabwe.

2 April 2024

Introduced Alipay Payment Method via StripeFeatured

We've introduced Alipay as a payment method via Stripe. Alipay is a popular digital wallet that is widely used in China. You can enable this payment method from Online Payments > Stripe > Advanced Settings.

2 April 2024

Temporary Note is Now Under Export and Print PreferencesFeatured

The Temporary Note field is now under the Export and Print Preferences sections in Reports, allowing you to include necessary notes directly when exporting or printing reports.

28 March 2024

Option to Export Delivery ChallansFeatured

You can now export all the delivery challans you've created as a single file. You can also set a password to protect the exported file.

31 January 2024

Introduced a Quick Search Bar in ReportsFeatured

Quickly find the reports, including custom reports that you've created using the search bar at the top-left corner of the Reports module.

12 January 2024

Simple Calculator Support in Rate FieldsFeatured

Perform calculations directly in the Rate field in transactions using parentheses ( ) and arithmetic operators + - / *. This is helpful when you need to make quick tax deductions before entering item rates.

14 December 2023

Apple Pay for StripeFeatured

We have introduced Apple Pay as a payment mode for the Stripe integration for the Apple Pay supported regions.

8 December 2023

Aging Summary in Customer StatementFeatured

We have supported adding Aging Summary in the Customer Statement. This also helps you view the outstanding payments for a particular customer with ease, instead of generating the Aging Summary report.

20 November 2023

Usage StatsFeatured

Find this section under Settings where you can view the remaining number of invoices, users, and projects that you can create in Zoho Invoice.

2 November 2023

Add line Items With EaseFeatured

While creating transactions, you can now click Insert New Row from the More icon next to a line item to add a new row directly below it. This comes in handy for transactions with lots of line items, as previously, you would have to scroll to the bottom, add a new row, and then drag it to the required position.

13 October 2023

Introducing the Zoho Notebook IntegrationFeatured

Use the Zoho Notebook integration to create checklists, upload images, and attach files right from Zoho Invoice! This integration acts as a notepad for you to track and organize your activities in your Zoho Invoice organization.

Learn more...

29 September 2023

Prevent Duplicate PaymentsFeatured

In cases where your customers make invoice payments via ACH or direct debit, the transaction could remain in the Pending status for a long time. During this time, there's a chance for your customers to initiate another (duplicate) payment. To prevent this, go to Settings > Customer Portal and check the 'Prevent Duplicate Payments' option.

25 September 2023

Redirect URL After Saving a Payment MethodFeatured

You can now direct your customers to a specific URL after requesting their payment information. You can use it to direct customers to your own website, or even the Customer Portal.

20 September 2023

Import Customers with Duplicate NamesFeatured

You can now import customers who have the same display name as the customers that already exist in your organization. To enable this, go to Settings > Preferences > Customers and select 'Add duplicates as new customers' while importing customers.

18 September 2023

iOS 17 UpdatesFeatured

We have incorporated various features and enhancements introduced by Apple in the Zoho Invoice app for iOS 17 and iPadOS 17.

Learn more...

9 August 2023

Snail Mail Extension for Zoho InvoiceFeatured

Install the Snail Mail for Zoho Invoice extension directly from Zoho Marketplace to send physical copies of transactions to your customers.

Learn more...

20 July 2023

New Payment Modes for the Stripe IntegrationFeatured

We have introduced three new payment modes for the Stripe payment gateway to collect payments in Europe: Giropay, Bancontact, and Sofort.

30 June 2023

PayPal Integration UpdateFeatured

The latest version of the PayPal integration supports additional payment modes like Venmo and Buy Now Pay Later (BNPL).

31 May 2023

Flat Discounts on Tax Inclusive ItemsFeatured

You can now apply flat discounts for tax-inclusive items when you've configured discounts to be applied before tax. This provides greater flexibility over percentage-only discounts, especially when an item's value is high.

10 May 2023

Default System Preference for Tax RoundingFeatured

You can now select Default System Preference to round off the tax amount of your items. For items that are tax-inclusive, the tax amount will be rounded off at the line-item level and for items that are tax-exclusive, the tax amount will be rounded off at the transaction-level.

26 April 2023

Customer Balance Summary ReportFeatured

You can now view the payments you're yet to receive from customers using the newly-added Customer Balance Summary report.

24 March 2023

Display Credit Notes in the Customer PortalFeatured

You can now enable the Credit Notes tab in the Customer Portal. Once enabled, your customers can view all their credit notes, along with the invoices to which they were applied, and details of any refunds that were issued.

15 March 2023

Set Tax Preferences for Line Item Level DiscountsFeatured

Choose to include or exclude tax for discounts applied at the line item level. This only works on flat discount rates and not percentages.

2 February 2023

Assign Codes to Projects Featured

We've added a new Project Code field that you can use to assign a code to your projects. You can also choose to display this code on the invoices that you send your customers.

17 February 2023

Edit Tax Amount on Sales Transactions Featured

Edit the tax amount applied on your sales transactions before sending them to customers. You can also enter the tax amount as 0 to remove it altogether. This can help you correct differences, if any, between the system-generated tax amount and the preferred tax amount.

2 February 2023

Apply TDS to TransactionsFeatured

You can now apply TDS to your customers' transactions. The newly-added TDS Receivables report helps you track the TDS applied on transactions. Click on any transaction listed in the report to view the details of the TDS applied on that specific transaction.

18 January 2023

Add Users to Projects in BulkFeatured

Add users to multiple projects in one go. You can update up to 25 projects with more than one user simultaneously. This can help you avoid the hassle of individually adding users to each of your projects.

3 January 2023

Redesigned Color ThemesFeatured

Give your organization a fresh look by setting a new theme. Select from the four accent colors or use the custom color picker to set a custom theme. These settings will be applied to your organization's Customer Portal as well.

28 December 2022

Advanced Customization in TemplatesFeatured

Customize the look of your transaction PDFs to reflect your business branding. Add festive background images or a background colour and enhance the styling of the text fields displayed in your PDFs. You can also display more information like add attention content at the top of your invoices, display a status stamp, or add additional signatures.

23 December 2022

Apply Reverse Charges to TransactionsFeatured

Apply reverse charges to invoices, expenses, credit notes, recurring invoices and recurring expenses. You can also track the reverse charges applied on your transactions with the newly added Reverse Charge Summary and Sales Reverse Charge Summary reports.

29 November 2022

Customize Reports with Multiple ParametersFeatured

Customize your Receivable Summary and Receivable Details reports based on multiple parameters. You can now add up to 3 parameters in one go in the Group By field while creating custom reports. You can also choose to display the total amount above or below each group.

19 October 2022

Display Retainer Tax Summary in Invoice PDFs Featured

You can now display retainer tax information in your customers' invoice PDFs. This will help you track the retainer tax applied on your transactions. The retainer tax summary includes tax details, taxable amount, tax amount, total amount, and retainer tax amount. You can enable this while editing invoice templates.

26 September 2022

View Your Customers' Receivables and Unused Credits in Your Base CurrencyFeatured

We've added two new columns to the Customers module, namely Receivables (BCY) & Unused Credits (BCY), which display values in your organization's base currency. These columns will be available when customizing columns, creating custom views, and configuring workflows.

20 May 2022

Pay Invoices in Bulk From the Customer PortalFeatured

Your customers using the Customer Portal can now select multiple invoices and pay for them in one go. They can also download several invoices or recurring invoices as a single PDF.

18 May 2022

Hide Tax Details in TemplatesFeatured

Hide or show tax details in your templates according to your business requirements. Not only can you choose to hide the item-level tax details, you can now also choose to hide a transaction’s total tax details for a particular template.

16 May 2022

Try the New ThemesFeatured

We've introduced light and dark themes across 4 new colors. We’ve also enhanced the look and feel of Zoho Invoice to provide you with a better user experience.

12 April 2022

Display QR Codes in Credit NotesFeatured

Include a QR code in your credit note's PDF to display additional details to your customers. You can choose both what should be displayed when this QR code is scanned, and the description that should be displayed next to it. This can be configured from Settings > Preferences > Credit Notes.

08 April 2022

iOS App UpdatesFeatured

Now tap on your customer's billing or shipping address to view them on Google Maps.

08 April 2022

Android App UpdatesFeatured

1) Locate your customers easily by viewing their billing or shipping address on Google Maps. 2) Run an advanced search by clicking the search icon in a module's list view. 3) View your transaction’s Comments & History and related payments as a separate section in the transaction details page.

25 March 2022

Customize the Tax Summary ReportFeatured

You can now customize the Tax Summary report with advanced filters, choose the modules from which you want to include transactions, and use show/hide columns to organize the report details.

15 March 2022

Mark Custom Fields as ePHI to Protect Customer DataFeatured

If your business handles sensitive medical information of customers, you can now save this information as a custom field that has the data privacy set to ePHI (Electronic Protected Health Information). This way, you'll stay in compliance with HIPAA regulations, as this custom field will be saved after encryption and only Admins will be able to access it.

14 March 2022

Clone Your Itemized ExpensesFeatured

When you include multiple expenses in a single transaction using the Itemize option, you can now fill in the details of one expense and clone it to add details faster.

03 March 2022

Fresh Design for the Estimate & Payment Details PagesFeatured

We’ve given the Estimate details page and the Payment Received details page a makeover, similar to the Invoice details page design. We’ve reorganized the actions bar in these pages to provide you with a better user experience.

14 February 2022

Set a Default TaxFeatured

If your business often levies a particular tax on all transactions, you can now set that tax as a default. This tax will be applied on transactions automatically, provided that you haven't associated any other tax with that transaction's customer or line items.

03 February 2022

Upload Documents From the Customer PortalFeatured

If you’ve allowed your customers to edit their information in the Customer Portal, they can now share documents with you directly from the portal. You can view the documents they upload from the attachment section of that particular customer's details page.

02 February 2022

View Timesheet DetailsFeatured

You can now select a timesheet to view more of its details such as the approval status and comments.

28 January 2022

Let Your Customers Sign up to the Customer PortalFeatured

Your customers can now sign up to your organization's Customer Portal by themselves, saving you the time of enabling it individually for those who request it. Once you enable this option from Settings > Preferences > Portal, your customers can sign up using the link that'll be displayed when they make invoice payments.

06 January 2022

Dissociate Payments From InvoicesFeatured

If you've recorded an invoice payment by mistake and want to delete it, you can now choose to dissociate that payment from the invoice and add it as a customer credit instead.

15 December 2021

Introducing Sales ReceiptFeatured

Now create sales receipts to record your sales and their payments simultaneously. This feature comes handy when you receive payments immediately for POS or e-commerce sales and would like to record it in a single transaction.

07 December 2021

Retain the Customizations in ReportsFeatured

The filters and the columns you had selected while customizing the Receivable Summary and the Receivable Details reports will remain applied even if you view these reports the next time.

18 November 2021

Customize the Expense Details ReportFeatured

You can now customize the Expense Details report with advanced filters and use show/hide columns to organize the report details.

24 September 2021

Map Customer Addresses While ImportingFeatured

To ensure that your customer addresses are imported correctly, you can now choose to map the customer address fields in your import file to the fields in Zoho Invoice. This option is currently available for importing invoices and bills of supply.

15 September 2021

Import Multiple Organization Data in Zoho Analytics IntegrationFeatured

If you have multiple Zoho Invoice organizations with the same base currency, you can combine their data and generate reports in Zoho Analytics. You can configure this while setting up the Zoho Analytics integration.

09 September 2021

Filter Invoices by Date While Recording PaymentsFeatured

When recording payments for a customer, you can now filter their unpaid invoices by a date range so that you can easily find the ones you want to pay.

26 July 2021

Zoho Invoice is now completely FREE!Featured

Invoicing your customers will no longer cost you. We’ve made Zoho Invoice forever-free so you can focus on growing your business, while we take care of the invoicing cost for you.

Learn more...

13 July 2021

Zoho Invoice - Bigin IntegrationFeatured

Integrate with Bigin to sync your customer and item details, so that you can create invoices for your contacts right from Bigin.

Learn more...

02 June 2021

Retain Customizations for Invoice Details ReportFeatured

The customizations you make to the Invoice Details report will now be preserved when you visit them next time. That is, all the filters you apply to run the report will be retained for you to view them again.

07 May 2021

Search Using ZiaFeatured

In addition to the existing search options in Zoho Invoice, you can now search for information across your Zoho apps using Zia, Zoho's AI assistant.

07 April 2021

Introduced Retail-Premium TemplateFeatured

We've added a new template named Retail-Premium for Estimates, Invoices, and Credit Notes. This template accommodates additional details, such as the billing and shipping address, in a compact design with a width of 3-4 inches.

07 April 2021

Received Payment Option for InvoicesFeatured

If you've already received a payment from your customer before issuing their invoice, you can now record the payment while creating a new invoice by marking the 'I have received the payment' option.

25 March 2021

Search for Transactions by the Tax AppliedFeatured

Now search for your transactions by the tax applied on them, using the Advanced Search option. You can click the dropdown in the Search bar at the top of the screen to access Advanced Search.

26 February 2021

Set Discounts in Price ListsFeatured

You can now set predefined discounts for items in a Price List. This discount percentage will be applied to the custom rates set for items in a Price List. Discount percentages will be enabled only if you've chosen to provide discounts at the line item level in Settings > Preferences > General.

26 February 2021

Set Default Customer TypeFeatured

If you deal with a particular type of customer frequently, you can configure a default customer type, such as Business or Individual, which will be used when creating new customers. You can configure this from Settings > Preferences > Customers.

23 February 2021

View API Usage DashboardFeatured

The new API Usage Dashboard within the Developer Space in Settings, helps you keep track of the number of API calls made from Zoho Invoice. It lists out key metrics like your API usage over the last 30 days and top API usage charts.

17 February 2021

Introduced Developer SpaceFeatured

We've added a dedicated space for developers, to provide them with a single place to access and monitor developer-focused information like API usage. We've also moved Connections to the Developer Space.

15 February 2021

Compare the Sales by Sales Person Report by Year/PeriodFeatured

To check how sales persons have fared over a period of time, you can now compare the Sales by Sales Person report side-by-side with a previous year or period.

03 February 2021

View Advanced Analytics within the Reports ModuleFeatured

If you've integrated Zoho Invoice with Zoho Analytics, you can now view an Advanced Analytics tab within the Reports module, where you can view all the dashboards you've created in Zoho Analytics.

11 January 2021

Manage Multiple BranchesFeatured

Create and manage multiple branches under one organization in Zoho Invoice. You can associate a branch with a unique transaction series to differentiate transactions of different branches.

22 December 2020

Email Customer Portal Link to CustomersFeatured

If your customer requests for their customer portal's link, you can now click the Resend Portal Link option in the customer's details page to send them an email with the portal details. You can also customize this email under Settings > Emails > Customer Portal Link.

11 December 2020

Generate the Billable Expense Details ReportFeatured

We've introduced the Billable Expense Details report where you can view details of your billable expenses such as the item amount, marked up amount, and gross profit.

11 December 2020

Specify a Markup Percentage for ExpensesFeatured

You can now enter the percentage by which you want to mark up an expense amount while invoicing your customer. That is, the rate of line items in invoices will be computed automatically by applying the marked up percentage over the purchase amount. You can also set a default markup percentage from Settings > Preferences > General.

03 December 2020

Hide Zero-Value Line ItemsFeatured

You can now hide the zero-value line items (including taxes if any) in your invoice's PDF and the Customer Portal by enabing the option from Settings > Preferences > Invoices.

02 December 2020

Download Receipts in BulkFeatured

Get all the receipts of multiple expenses in a single click. All you need to do is select the required expenses in the list page, and click Download Receipts. All attached receipts of the selected expenses will be downloaded in a .zip format.

30 November 2020

Zoho Invoice - Zoho SalesIQ IntegrationFeatured

Integrate with Zoho SalesIQ to provide round-the-clock assistance to your customers through a live chat option in the Customer Portal.

Learn more...

27 November 2020

Display QR Code in Invoice TemplatesFeatured

You can now choose to include a QR code in your invoice's PDF to let customers scan them and make payments quickly. You can also configure any custom messages to be displayed when the code is scanned.

20 November 2020

Increased the Bulk Select Limit of ItemsFeatured

You can now select up to 200 items to be added in bulk to a transaction.

06 November 2020

Add Notes to ReportsFeatured

We've introduced an option to add temporary notes to each report, which will be displayed in the report's footer. You can use this to enter any additional information or description about the report.

02 November 2020

Set Report Permissions for Each RoleFeatured

Access to individual reports can now be restricted based on a user's role. You can configure if you want them to have access to view, export, schedule, and share reports.

28 October 2020

Advanced Search Based on TaxFeatured

Now search for your invoices by the tax applied on them, using the Advanced Search option. You can click the drop-down in the Search bar on top of the screen to access Advanced Search.

22 September 2020

Dongle-based Digital Signatures for Credit NotesFeatured

If you've enabled USB Token (Dongle) based digital signatures in your Zoho Invoice Windows app, you can now sign your credit notes as well.

14 September 2020

Import Files from Cloud Storage ServicesFeatured

When importing files, you can now choose to add files from popular cloud storage services like Zoho WorkDrive, Google Drive, Dropbox, and OneDrive.

10 September 2020

Create up to 103 Custom FieldsFeatured

If you're on the Professional plan of Zoho Invoice, you can create up to 103 custom fields per module.

07 September 2020

Set Template-specific Address FormatsFeatured

We've introduced the option to customize the address format for each template, so you can personalize them according to your customers' preferences.

03 September 2020

View a Summary of Your ReceivablesFeatured

We've added a tiny dashboard in the Invoices module to give you an overview of your receivables, right from where you create invoices. This dashboard will be visible only to users with the Dashboard permission of Total Receivables, when you have more than 10 invoices and have not set any filters.

01 September 2020

Sign Estimates Using its Public LinkFeatured

Customers can now digitally sign and accept estimates using the public estimate link that's shared with them. You can enable this option from the estimate preferences section under settings.

24 August 2020

Auto-apply Unused Credits to Recurring InvoicesFeatured

If a customer has excess payments or credit notes, you can choose to apply them automatically to their recurring invoices. You can enable this option from the recurring invoice preferences under settings.

Learn more...

06 July 2020

Retain Customizations for Payments Received ReportsFeatured

The customizations you make to the Payments Received reports will now be preserved when you visit those reports next time. That is, all the filters you apply to run the reports will be retained for you to view them again.

03 July 2020

Accept Payments Instantly with Payment LinksFeatured

Introduced the Payment Links module to create and share payment links with your customers within minutes. This can be used to collect miscellaneous payments from customers securely through an integrated payment gateway.

Learn more...

02 July 2020

PayTabs IntegrationFeatured

We’ve integrated with PayTabs, a popular payment gateway in the GCC region. You can use this to collect payments in nearly 168 currencies from anywhere across the world.

Learn more...

26 June 2020

Customize XLS or XLSX Reports for ExportsFeatured

When exporting a report in the XLS or XLSX format, you can now customize the report's header and footer. You can choose to display the following fields in the report: Organization Name, Generated By, Generated Date, and Generated Time.

09 June 2020

Access Invoice Preferences FasterFeatured

Instead of accessing your invoice preferences from the Settings, you can now view them as a sidebar right in the invoice details page. To do this, open an invoice, click the More icon, and select Invoice Preferences.

27 May 2020

Set Permissions for Custom Fields Based on User RolesFeatured

Access to custom fields can now be restricted based on a user's role. You can choose to hide the field or provide users with read-only access.

22 May 2020

Generate the Receivable Summary & Receivable Details ReportsFeatured

Get a complete picture of your receivables in one place by generating the Receivable Summary and Receivable Details reports. The Receivable Summary report provides an overview of all your invoices and credit notes, whereas the Receivable Details report additionally includes line item details.

13 May 2020

Customize the Payments Received ReportFeatured

You can now customize the Payments Received report by grouping data based on the date, customer name, payment type, or currency.

08 May 2020

Create Price Lists with Volume PricingFeatured

We have introduced Volume Pricing, which means you can now set price breaks for items depending on the quantity sold. You can create a price list with volume pricing, and set custom rates for different quantity brackets.

Learn more...

05 May 2020

Create Custom Buttons and Links for More ModulesFeatured

Custom buttons and custom links can now be created for recurring invoices, recurring expenses, and payments received.

05 May 2020

Send an SMS for Outstanding Customer BalanceFeatured

You can now remind your customers about their outstanding balance by sending them an SMS notification with the amount to be paid.

23 April 2020

Set Revenue Budgets for ProjectsFeatured

We have introduced the option to set a revenue budget for projects in Zoho Invoice. Using this, you can track the budget amount and compare it with the actual amount earned from the project.

20 April 2020

Advanced Search by Project NameFeatured

Now, search for your credit notes and retainer invoices by their associated Project Name, using the Advanced Search option.

14 April 2020

View an Item's Transactions ContextuallyFeatured

When creating a new transaction, you can now view the selected item's previous transactions in a sidebar. You can filter this list of transactions based on the transaction type, status, and the selected customer.

14 April 2020

Allow Users to Skip Digital SignatureFeatured

If you've integrated your organization with Zoho Sign, you can now decide if you want to make a digital signature as optional for invoices and estimates. When this option is enabled, users with sign permission can choose to skip signing documents, and send them to customers without a digital signature.

08 April 2020

Generate the Revenue Summary ReportFeatured

You can now check the summary of all your project's revenue. In this report, you can compare each project's actual revenue against the set revenue budget. You can also drill down to see the list of transactions that brought in the revenue.

01 April 2020

Compare the Sales by Items Report by Year/PeriodFeatured

To check the sales of an item over a period of time, you can now compare the Sales by Item report side-by-side with its previous year or period.

25 March 2020

Zoho Invoice - Mercado Pago IntegrationFeatured

Zoho Invoice users in the Latin American region can now integrate with Mercado Pago to collect payments from customers securely. Mercado Pago provides multiple payment modes such as debit/credit cards, cash, and red link transfers.

Learn more...

24 March 2020

Customize the Sales by Sales Person ReportFeatured

You can now choose which columns should be displayed when generating the Sales by Sales Person report. This option will be available under the Show/Hide Columns tab when customizing the said report.

20 March 2020

Create Items with Identical NamesFeatured

We have provided the option to create multiple items with the same name in Zoho Invoice, provided that they have unique SKUs associated with them. You can enable this option under item preferences.

17 March 2020

Apply Tax on Shipping ChargesFeatured

If your business levies tax on Shipping Charges for transactions, you can now record them in Zoho Invoice. This will help you stay tax compliant.

17 March 2020

Compare the Sales by Customers Report by Year/PeriodFeatured

To check whether the sales of a customer has increased or decreased over a period of time, you can now compare the Sales by Customer report with its previous year or period.

12 March 2020

Fresh Design for the Invoice Details PageFeatured

The invoice details page has been redesigned to provide you with a better user experience.

03 March 2020

Configure Report Layout for Export and PrintFeatured

You can now customize the layout of your report's PDF for printing and exporting. You can change the report's table size and style, select a font family, set the paper size, choose the orientation, and much more.

27 February 2020

Attachment Data Type Custom FieldFeatured

When creating a custom field, you can now select its data type as Attachment. With this type of custom field, you can attach documents such as PDFs and JPGs, to transactions and customers.

18 February 2020

View All Scheduled ReportsFeatured

We have introduced the Scheduled Reports page to help you keep track of all your scheduled reports easily. In this page, you can check the details of a scheduled report, make changes to it, or mark a scheduled report as Active or Inactive.

17 February 2020

Customize the Time to Get Paid ReportFeatured

You can now show or hide the columns required in the Time to Get Paid report. Also, you can run the report by Currency or Customer Owner.

06 February 2020

Moved the Online Payments SectionFeatured

To access payment gateway integrations quickly, the Online Payments section has been moved outside of Integrations, and can now be found under the Settings.

28 January 2020

Add a Subject to Invoices and Credit NotesFeatured

Let your customers know the purpose of a particular invoice or credit note by adding a Subject field. This Subject field can hold a brief description of up to 250 characters. To add this field to your transactions, you have to enable it first under the Settings.

21 January 2020

Create Related ListsFeatured

You can now create a related list to fetch and view data from other Zoho Invoice modules or third-party services. This comes in handy when you want to cross-reference data from different entities.

Learn more...

21 January 2020

Bulk Associate Contact Person to Draft TransactionsFeatured

When creating a new contact person, you can now choose to add their email address to the recipient list of all existing draft transactions of that customer.

08 January 2020

View All Price Lists Associated with an ItemFeatured

You can now view all the different price lists associated with an item, in that particular item's overview page. You can also edit their custom item rates there.

27 December 2019

Validation Rules for InvoicesFeatured

We have extended the validation rules feature for invoices too. You can now set restrictions for the values allowed for different fields in an invoice.

23 December 2019

Headers and Footers for This Holiday SeasonFeatured

We have added new headers and footers for templates. They are designed to help you send holiday-themed invoices or other transactions to your customers.

Learn more...

05 December 2019

Apply Price Lists to Line ItemsFeatured

Price lists are a useful way to customize the rate of your items to be either higher or lower. You can now choose to apply the price lists at the line item level, by enabling the option under Item Preference.

28 November 2019

Restrict the Access to Price ListsFeatured

You can now restrict the access to view, create, edit, and delete price lists based on the user role. By default, users with access to the Items module will also have access to the Price Lists module.

27 November 2019

Display Write Off Details in Invoice Details ReportFeatured

If you have written off invoices, the details of the same such as Write Off Date and Write Off Amount can now be included in the Invoice Details report.

21 November 2019

Zoho Invoice - Zoho Sign IntegrationFeatured

Integrate with Zoho Sign to sign your invoices and estimates digitally. You can also accept your customer's signature on estimates through the Customer Portal.

Learn more...

1 November 2019

Configure your Sender Email PreferencesFeatured

You can now configure the email addresses used in the From field of the emails sent from Zoho Invoice. You can authenticate the domain of your sender emails by adding SPF and DKIM records, so that your emails don't end up in your recipient's spam folder.

Learn more...

30 October 2019

View Custom Fields UsageFeatured

We have introduced the Custom Fields Usage feature so that you can view the number of custom fields created in your organization. This will help you to know how many new custom fields you can create for each data type.

29 October 2019

View Total Taxable AmountFeatured

You can now view the total taxable amount in the predefined templates of invoices and credit notes. You can also choose to change the label name of this field. This feature is not yet available in Spreadsheet Plus and Retail templates.

21 October 2019

Filter Recurring Invoices by Profile PreferenceFeatured

If you have set different profile preferences for the recurring invoices, you can now create a custom view to filter them accordingly.

01 October 2019

Bulk Update Display Name and Credit LimitFeatured

Update your customers' display name and credit limit instantly, with the help of the bulk update option.

23 September 2019

Create Connections to Access Data SecurelyFeatured

If you use custom actions to access data from third-party services, you can now utilize the Connections feature to authenticate the API calls sent. By creating connections, you can connect with third-party apps securely.

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12 September 2019

Restrict Access to Dashboard ReportsFeatured

You can now permit/restrict the access to view the various dashboard reports based on user roles.

05 September 2019

Autoscan Receipts to Create ExpensesFeatured

Finding it time-consuming to convert receipts into expenses manually? We have introduced the Autoscan feature, using which the receipts you upload will be autoscanned to capture the key details.

Learn more...

26 August 2019

Template EnhancementsFeatured

You can now change the font size in all email templates, and also insert an image placeholder in custom templates.

21 August 2019

Zia SearchFeatured

We have brought in Zia - Zoho's AI assistant, within Zoho Invoice. You can make use of the powerful Zia Search to find information across Zoho Invoice and other Zoho products.

20 August 2019

Configure Multi-level Approval for TransactionsFeatured

Make room for no errors by getting your sales transactions approved by multiple approvers. You can now set up multiple levels of approval for invoices, retainer invoices, estimates, and credit notes.

13 August 2019

Save and Execute WebhooksFeatured

When creating or editing a webhook, you can now choose to execute it as soon as you save it. This can help you test and see how the webhook works.

06 August 2019

Preview Customer StatementsFeatured

We have provided the option to preview and set the date range of customer statements that will be emailed to a customer.

06 August 2019

Send SMS Notification for EstimatesFeatured

You can get your estimates approved quickly by sending an SMS message to your customers with the estimate details.

25 July 2019

Enhancements to Zoho CRM IntegrationFeatured

To differentiate between B2B and B2C customers, you can now mark customers as Business or Individual. We have also enhanced the Accounts & Contacts sync in Zoho CRM to reflect the same.

25 July 2019

View Invoice Details ContextuallyFeatured

Once an estimate has been invoiced, you can view the corresponding invoice's details by clicking the link in the Comments & History tab of the estimate.

16 July 2019

Item Headers for Line ItemsFeatured

When you create a new invoice, recurring invoice, or estimate, you can now add an item header for its line items. Multiple headers can be created, dragged and placed above any item.

15 July 2019

Bulk Update Projects in Invoice Line ItemsFeatured

When creating an invoice, with the help of the bulk update option, you can now select the line items and associate projects to them easily in one go.

14 July 2019

Profile Level Preference for Recurring InvoicesFeatured

We have provided the option to set profile level preference for recurring invoices. You can now choose how the invoices of each recurring profile should be sent. You can also bulk update the preference.

12 July 2019

Annexure for all Entity TemplatesFeatured

Annexure can now be added to the templates of all the entities.

10 July 2019

Renamed Contacts ModuleFeatured

The Contacts module has been renamed as Customers.

21 June 2019

Display Item's Usage Unit in TemplatesFeatured

In templates, besides displaying an item's quantity, you can now also choose to display the item's usage unit (pcs, box, kg, cm, etc.) as well.

21 June 2019

Bulk Update Payment Gateway of InvoicesFeatured

You can now save time by updating the invoices’ payment gateway and invoice date at one go. You can also provide the reason for bulk updating, which will be displayed under the comments section of the sent invoice.

19 June 2019

SMS Templates for Invoice Notification MessagesFeatured

If you have configured SMS notification to notify customers, you can now change the templates of these messages. You can choose from three different templates: Short, Brief and Detailed.

10 June 2019

Text Box (Multi-line) Data Type in Custom FieldFeatured

When creating a custom field, you can now select its data type as Text Box (Multi-line). With this data type, you can enter up to 36000 characters in your custom field.

31 May 2019

Lookup Data Type in Custom FieldFeatured

When creating a custom field, you can now select its data type as Lookup. With a lookup data type, you can link the data of one module with another.

29 May 2019

Address Positioning in TemplatesFeatured

You can now adjust the positioning of the shipping and billing address of an invoice by a maximum of 30mm. As of now, we have supported this for three Invoice templates: Standard, Compact and Continental templates.

23 May 2019

Configure Item Import Overwrite OptionFeatured

If you're importing items and you face duplicate records, you can now choose the field (Item ID, SKU or Item Name) based on which these records should be overwritten.

Learn more...

21 May 2019

Introduced Timesheet Approvals by Project ManagerFeatured

We have now provided the option for users to submit their logged time entries to their manager for approval. Once the manager approves it, the time entries can either be invoiced or sent to clients for their approval.

Learn more...

20 May 2019

Display Invoice Details in Credit Note ReportFeatured

You can now customize your Credit Note Details report to include Invoice details such as the invoice number, invoice status, etc:-

17 May 2019

Email InsightsFeatured

Emails that you sent out regarding invoices, estimates and retainer invoices can now be tracked. With the Email Insights feature, you can view the time and date the email was opened by the customer.

Learn more...

17 May 2019

Accept/Decline Estimate Using the Public LinkFeatured

Customers can now accept or decline an estimate sent to them, right from the estimate link shared with them.

Learn more...

08 May 2019

Link Projects and Customize Columns in Estimate Bulk Add PageFeatured

We have now provided the option to link projects to expenses that are added in bulk. You can also customize the columns in this page according to your needs.

07 May 2019

Assign a Currency NameFeatured

You can now append the country name to the currency name. This currency name will be useful when you choose to display the total amount in words in your templates.

26 Apr 2019

Validation Rules for EstimatesFeatured

You can now set certain restrictions for the values allowed for different fields in an estimate and customize the alert message that should be thrown when the validation is not met.

Learn more...

24 Apr 2019

Multi-select Data Type in Custom Field.Featured

When creating a custom field, you can select its data type as multi-select. With a multi-select data type, you can choose more than one options as values for a custom field.

17 Apr 2019

Create Transactions from the Items List PageFeatured

An estimate or invoice can now be created right from the items list page in Zoho Invoice.

16 Apr 2019

Ideal Payment Mode Using Stripe PaymentFeatured

We have introduced the iDEAL payment mode for users having the Zoho Invoice - Stripe integration. Stripe users can now accept iDEAL payments from customers in Netherlands.

16 Apr 2019

Clone your Credit NotesFeatured

You now have the option to clone your credit notes and avoid a manual entry.

09 Apr 2019

Associate Projects to Line ItemsFeatured

Avoid manual errors and save time by associating projects with the line items in invoices, sales orders, credit notes and retainer invoices.

08 Apr 2019

More Countries Supported for GocardlessFeatured

GoCardless payment gateway is now supported for organizations in Canada, New Zealand and Switzerland.

06 Apr 2019

Pause Timer for Your TimesheetsFeatured

You can now pause the timer running for your project whenever you meet with any interruptions, and resume logging time once you're back.

Learn more...

04 Apr 2019

Attach Payment Receipt in Payment Received Email Featured

If you have enabled the option in Invoice settings to include payment receipt, you can now attach the payment receipt PDF in the payment received email page.

03 Apr 2019

Notify All Approvers of an Approval Featured

We have now provided the option to notify all the approvers whenever a transaction is submitted for approval.

02 Apr 2019

Group by Invoice Details ReportFeatured

You can now customize the invoice details report by grouping the invoices based upon invoice date, due date, customer name, sales person or currency.

28 Mar 2019

Fresh Design for Template GalleryFeatured

The Template Gallery has an all new design to help you find the right template quickly. All the templates are grouped based on their type into different categories.

27 Mar 2019

Automate Timer Based on Maximum Hours/DayFeatured

If you have set a limit for the maximum hours logged per day in your Timesheets and the timer you set crosses that limit, it will now be automatically stopped and a notification will be sent to you.

25 Mar 2019

Retail Templates for Estimates and Credit NotesFeatured

Retail template is now available for estimates and invoices.

15 Mar 2019

Search Help Resources Within Zoho InvoiceFeatured

You can now search the help documents and FAQs from within Zoho Invoice and find the answers that you’re looking for contextually

12 Mar 2019

Export the Current View of DataFeatured

When you filter data in modules that support custom views based on your requirements, you can now export that view from Zoho Invoice to your system.

12 Mar 2019

Automate Tasks with Custom SchedulersFeatured

Using Custom Schedulers, you can create a custom function and schedule them to perform them at periodic intervals. This will help you automate tasks and save time.

Learn more...

20 Feb 2019

Force Delete Custom Fields in TransactionsFeatured

We have provided the option to force delete custom fields along with their values from all the transactions. However, if you’ve used this custom field’s placeholder in workflows, email-templates, custom views and address formats, they will not be removed.

19 Feb 2019

Choose Payment Options from the Payments TabFeatured

With the Payments tab in the invoice details page, you can now choose the mode of payment that you want to enable for your customer.

18 Feb 2019

Make Salesperson Field MandatoryFeatured

You can now choose to mark the Salesperson field as mandatory. You can make this change from the Field Customization tab of the corresponding module's preferences page.

18 Feb 2019

Enable/Disable Editing of Accepted EstimatesFeatured

From the preferences section of Estimates, you can now configure to edit an estimate after it has been accepted.

14 Feb 2019

View in-app Notifications SeparatelyFeatured

You’ll find an Announcements tab where the announcements we make are segregated and displayed. Your regular in-app notifications will be under the Notifications tab.

14 Feb 2019

View Customer Details while Creating InvoiceFeatured

When you select a customer name while creating an invoice, you can view all their details by clicking View Customer Details.

14 Feb 2019

Resize the Logo in TemplatesFeatured

You can now resize your organization's logo in all the templates.

8 Feb 2019

Enable/Disable Email Notifications in Recurring InvoicesFeatured

You can now choose to either allow or restrict sending email notifications, when an invoice is created in the draft status from a recurring invoice.

30 Jan 2019

Enhanced Custom DomainFeatured

We have made our custom domain much easier to use! We have also moved the 'Branding' module inside 'Customer Portal Preferences'. Now, both the 'Branding' and 'Custom Domain' tabs will be available within 'Customer Portal Preferences'.

Learn more...

29 Jan 2019

Zoho Invoice Android App UpdateFeatured

We have enhanced our android app and introduced new features. You can now find a separate module to check the received payments. We are supporting Bahrain edition and have provided an option to set credit limits to your contacts.

28 Jan 2019

Supporting Additional Fields in Retail TemplatesFeatured

We now support 'Items in Total' and 'Payments Made' fields in Retail Templates. They can be enabled and disabled on the template creation page.

24 Jan 2019

Delete Payments and Projects in BulkFeatured

We have now facilitated 'Bulk Delete' option for the payments received and projects.

10 Jan 2019

Payments Stub for the Minimalist TemplateFeatured

We now support 'Payments Stub' for the 'Minimalist' template and this can enabled/disabled on the template creation page.

4 Jan 2019

Mark Your Favorite Report as FavoriteFeatured

You can now mark your frequently used reports as favorites and access them easily.

4 Jan 2019

Generate Public and Private Invoice LinksFeatured

The shareable invoice links can now be generated privately and publicly. The private links can be shared only via customer portals and the public link can be shared with everyone.

26 Dec 2018

Invoice Bulk Entities in ProjectsFeatured

With our new 'Create Invoice' button, you can club time entries and raise an invoice for them in bulk. This option is available on the Projects list page, Timesheet list page and Client Approvals details page.

26 Dec 2018

SMS IntegrationFeatured

From now on, you can send SMS notifications to your clients regarding invoices, payment reminders and payment thank you notes. You will need to integrate your Zoho Invoice account with Twilio to use this feature.

Learn more...

24 Dec 2018

Credit LimitFeatured

The Credit Limit feature allows you to set credit limits and have an eye on the outstanding receivables of your business.

Learn more...

21 Dec 2018

Option to Request Payment InformationFeatured

Using the Request Payment Information option, you can request your customers to provide their credit card details and once they provide, it would automatically be saved in your organization. This option would be available only if a payment gateway that supports auto-charge is integrated with your org.

19 Dec 2018

Zoho Invoice Android app Update v5.21.9Featured

From now on, cloning would be available for expenses. We have provided an option to to click on a contact’s name to navigate to the Contact Details section from a particular transaction. You would be able associate Credit Notes to Salespersons and a dialog box 'Reason' would po up when you edit a 'Sent' invoice.

18 Dec 2018

Custom LinksFeatured

Custom Links lets you add third party URLs to your custom buttons which will take you to the mentioned URL when clicked. It is available for the modules that support custom buttons.

10 Dec 2018

Enhanced ReportsFeatured

Further more additional fields can be viewed in the Recurring Invoice Details report, Payments Received report, Credit Note Details report and Recurring Invoice Details report.

29 Nov 2018

Display Custom Fields in Sales by Item ReportFeatured

From now on, the additional info added to your items can be displayed on reports. We have provided an option to display the custom fields of your items in the 'Sales By Item' report.

27 Nov 2018

Enable/Disable Editing of Invoiced EstimatesFeatured

You can now choose to allow or restrict your users from editing an estimate that has already been invoiced. You can do this in the 'Preferences' section of your organization.

22 Nov 2018

In-App NotificationsFeatured

We have introduced 'In-app notifications'. Every time a particular action (which you can define) takes place, you can set up a workflow rule and trigger an in-app notification to update the users in your organization about it.

22 Nov 2018

Choose Your Favourite Custom ViewFeatured

We have provided an option to mark any custom view as your favorite, irrespective of the user who created it. This can be directly chosen from the Filters dropdown list above any transaction.

20 Nov 2018

Enhanced Invoice Details ReportFeatured

In the Invoice details report, you can now choose to display the contacts' name, company name, email address and a few other fields related to your contacts. In addition, you can also disable the default fields if you do not want it to be a part of the report.

14 Nov 2018

Pre-populated Unit of Measurements Featured

We have pre-populated a set of Unit of Mesaurements in the Items module of Zoho Invoice. These UOMs will be available in the newly created organizations.

14 Nov 2018

Search for Items Using SKU Codes Featured

You can now search for items using SKU codes on the price list creation page. Just click the 'magnifying glass icon' next to ITEM DETAILS and type the SKU code to choose the item.

1 Nov 2018

Additional Signature for Invoice TemplatesFeatured

From now on, you will be able to add two signatures on your invoices. This option is currently available in all the templates except Spreadsheet, Spreadsheet Plus and Retail templates . The additional signature will be available only if the primary signature is enabled.

26 Oct 2018

Bulk Update for Credit NotesFeatured

Update all your credit notes in one go by selecting them and clicking the 'Bulk Update' option on the top.

25 Oct 2018

Bulk Email Option for Payment ReceiptsFeatured

How easy would it be to send payment receipts to all your customers in one go? We have now provided an option for that! Just select the payment receipts and click the 'mail icon' on the top. All your payment receipts will be sent to the respective customers at the same time.

25 Oct 2018

Option to Associate Additional Billing Address and Shipping Address to Recurring InvoicesFeatured

From now on, you can choose to associate additional addresses to your recurring invoices rather than the default ones.

24 Oct 2018

Action Drop down in the Contacts Module List ViewFeatured

An action drop down has been provided in the 'Contacts' module for you to immediately edit or email the contact then and there.

24 Oct 2018

Option to Share the Invoice Link from the List View of the Invoices ModuleFeatured

You can now share the link of your invoices from the invoices list that would be displayed when you go to the Invoices module. This link can either be copied or shared via email through Zoho Invoice.

19 Oct 2018

Bulk Update for ProjectsFeatured

Bulk update is now available for the Timesheet module as well! Enabling/Disabling client approval, watchlists, updating custom fields can be done for a maximum of 25 projects at the same time.

15 Oct 2018

Bulk Update for InvoicesFeatured

No more the pain of opening each and every invoice to update changes. With our new bulk update option, you can update changes in all the invoices in one click.

9 Oct 2018

Custom button for Items and TimesheetFeatured

Custom buttons are now available for Items and Timesheet modules! Create customized buttons according to your requirements and speed up your invoicing process.

9 Oct 2018

Link to Traverse to the Estimate from Which the Retainer Invoice Was Created and Vice VersaFeatured

Faced difficulty while looking for an estimate from which you created a retainer invoice? We have simplified it for you! On the retainer invoices page, just click on the link to get back to that particular estimate. Another link will be provided on the estimates page, clicking it will redirect you to the retainer invoices raised for that estimate.

9 Oct 2018

Email Icon for Mailed TransactionsFeatured

For invoices, retainer invoices and estimates, we have introduced an email icon that will be displayed beside the respective transaction's number. This is to denote that the particular transaction has already been mailed to the customer.

8 Oct 2018

Invoice Link on the List View of the Timesheet ModuleFeatured

The invoice link will hereafter be present in the 'Billing Status' column and by clicking it, you will be taken to the invoice raised for that particular time entry. In case the time entry was manually marked as 'Invoiced', we show a label 'Manually Marked' instead of the Invoice number.

5 Oct 2018

Customize Customer StatementsFeatured

We have enhanced the customizing option of the customer statements! Just go to the template section, edit the field names, change row colors and do lot more to customize the customer statement according to your requirements.

4 Oct 2018

Import Retainer Payments Featured

We have introduced an option to specifically import your retainer invoice payments to Zoho Invoice. This would be available in the 'Payments Received' module.

26 Sep 2018

Client Approval for Time EntriesFeatured

We have introduced an exclusive feature for the Timesheets module called 'Client Approval'. With this feature, you can get all your time entries approved by your client before invoicing them.

Learn more...

20 Sep 2018

Option to Mark Expenses as Unbilled While Voiding an InvoiceFeatured

Expenses that were earlier a part of voided invoices, can be marked 'Unbilled' from now. This way, you can associate these expenses to new invoices and send them to your clients.

20 Sep 2018

Bulk Update Option for Recurring InvoicesFeatured

With the new 'Bulk Update' option, you can update all your recurring invoices in one go.

10 Sep 2018

Estimate Generator for AndroidFeatured

Create instant estimates from any part of the world! Zoho Invoice has now introduced a free estimate generator app for Android.

3 Sep 2018

Zoho Invoice - Zoho Mail IntegrationFeatured

Integrate your Zoho Mail account with Zoho Invoice to have your emails and transactions under the same roof. With this integration you can easily attach documents from your emails to all your transactions and all the mail activities can be viewed within your Zoho Invoice organization.

Learn more...

23 Aug 2018

Enhanced Invoice Creation Page in the Timesheets ModuleFeatured

The Invoice creation page in the Timesheets module has been enhanced. Timesheet entries are no longer mandatory while converting projects to invoices and invoices can be created either with time entries or expenses associated to that project.

13 Aug 2018

Option to Carry out Detailed Actions on Invoices PageFeatured

From now on you don't have to open each invoice to email/print/download it. These options are now provided on the Invoices page all you have to do is, hover over the respective invoice, click the downward arrow and select the required action.

9 Aug 2018

Export Users Featured

No more the pain of adding repetitive users manually in each organization. We have now provided an option to export users along with the data you prefer.

23 July 2018

Option to Add Estimate Number While Exporting InvoicesFeatured

You can now associate estimate numbers to invoices while exporting them.

18 July 2018

Spreadsheet Lite TemplateFeatured

Spreadheet Lite is the enhanced version of 'Spreadsheet' and 'Spreadsheet Plus' templates.

18 July 2018

Associate Estimates While Importing InvoicesFeatured

We have provided an option to associate the estimate numbers of the existing estimates with the invoices that are to be imported. This automatically links that particular estimate to that invoice and changes the status to Invoiced.

18 July 2018

Option to Traverse Back to the Estimate from Which an Invoice Was Raised.Featured

We have provided an option called 'View the estimate' on the invoice details page, which when clicked, takes you back to the estimate from which the invoice was generated. Similarly, on the Estimate details page, we have an option called 'View the invoice' which when clicked, redirects you to the generated invoice.

Learn more...

17 July 2018

Create Retainer Invoices on the GoFeatured

Our latest iOS update comes with an exclusive Retainer Invoice module.

12 July 2018

Additional Filters for Timesheet EntriesFeatured

We have intrdouced new filters for Timesheet entries. With these filters you can filter your data based on Customers and Projects.

6 July 2018

Mail Notifications on Reaching the Workflow LimitFeatured

You'll be notified via email everytime you're about to exceed the limit of the workflow count. This email will be sent to the primary email address of your organization.

27 June 2018

Advanced Filters in Invoice Details ReportFeatured

The Invoice Details report is now equipped with Advanced Filters to let you set criteria to customize and generate reports.

27 June 2018

Filter Receivables Aging Report by CustomerFeatured

You can now filter the Aging Details report of your receivables by individual customers and run your report.

21 June 2018

Shortcuts to Log TimeFeatured

You can now use the Shortcut Key c + t to log time instantly from any page on the Zoho Invoice application. Additionally you can also quickly create Weekly Time Logs.

18 June 2018

Custom Buttons for New EntitiesFeatured

Create custom buttons for Credit Notes, Retainer Invoices and Expenses and execute the required actions using them.

Learn more...

8 June 2018

Read, Write and Hide Selling PricesFeatured

Zoho Invoice now lets you to provide read, write and hide access for the selling prices of your goods based on the roles of your users in Zoho Invoice.

8 June 2018

Bulk Update EstimatesFeatured

Update a single field in all your estimates cautiously yet swiftly with the bulk update feature from Zoho Invoice

5 June 2018

Retain the Previous Custom ViewFeatured

The recently used custom view will now be retained so that you can resume work with the same view or you can switch the view based on your preference.

25 May 2018

Export PII while Exporting DataFeatured

Users who have access to PII can export them along with the data exported from a module.

25 May 2018

Generate Outstanding Amounts in Customer StatementsFeatured

We have introduced a filter to display the outstanding amount in your customer's Statement of Accounts.

24 May 2018

Permission to Access PIIFeatured

You can permit/restrict your users from accessing the sensitive information (PII) of your customers. This option would be available while you create user roles.

24 May 2018

Custom Field to store Personally Identifiable Information (PII)Featured

You can add your customers sensitive information in a custom field with the data type PII. Other users will not be able to access this info unless you permit them.

18 May 2018

Export your Transactions based on their StatusFeatured

You can now export data that belongs to a paticular status.

17 May 2018

Search Option for Multiple AddressesFeatured

We have added a search option for multiple addresses in all the transaction creation pages. This option will be available for clients with more than 10 addresses.

15 May 2018

Zoho Invoice - Zoho People IntegrationFeatured

Zoho Invoice integrates with Zoho People. With this integration, you can push your employees time logs from Zoho People to Zoho Invoice and invoice your customers accordingly.

8 May 2018

Listing of Enabled Integrations while Deleting an OrganizationFeatured

While deleting an organization in Zoho Invoice, we'll be listing out the integrations enabled in that organization. This listing will help you to know the third-party sites to which your data has been pushed from this organization.

8 May 2018

Advanced Filters Option in Payments Received ReportFeatured

You can now generate a detailed report on the payments you have received by using the new Advanced Filters option in the Payments Received report.

3 May 2018

VAT-Compliant Free Android Invoice Generator App for UAE and KSA Featured

Create VAT compliant invoices on the go with our free invoice generator.

26 Apr 2018

Payment Gateway Preference for Contacts Featured

Zoho Invoice can now store default payment gateway preferences at contact level.

24 Apr 2018

Revamped UI for the Online Payment Gateway SectionFeatured

The online payment gateway section has been completely revamped making it easy for you to spot the payment gateways that are integrated to your organization.

24 Apr 2018

Browser NotificationsFeatured

Enable browser notifications in your Zoho Invoice organization to get notified on important actions such as announcements, payment failures, customer portal activities and subscription expiries.

23 Apr 2018

Password Protection for ReportsFeatured

Exported reports can be protected with passwords.

12 Apr 2018

Auto-population of Items as TasksFeatured

When you create projects from estimates, the items in your estimates will be auto populated as tasks in your projects with the item cost as task cost. This option is exclusive for the projects with the billing method as Based on Task Hours.

12 Apr 2018

Cloning of Custom TemplatesFeatured

Custom Templates can be cloned from now on.

12 Apr 2018

Watermarks on Downloaded PDFsFeatured

If you have enabled Transaction Approval option in your organization, transactions that are yet to be approved or in draft status will contain a "Yet to be Approved" watermark when they're downloaded as PDFs.

5 Apr 2018

VAT Compliant Invoice GeneratorsFeatured

Our free invoice generator is VAT compliant for both Android and iOS applications. Hassle-free VAT compliant invoices can be raised for UAE and KSA regions on the go.

3 Apr 2018

Add Annexures to Invoice TemplatesFeatured

We have now provided an option to add annexures to your invoices so that you can provide additional legal information to your customers.

30 Mar 2018

Enhanced Custom Functions Featured

Automate business processes as custom functions can now be created even for retainer invoices and recurring expenses.

20 Mar 2018

Export Customer Statements in XLS Format.Featured

Zoho Invoice now supports Export of Customer Statements in XLS format for a specific date or a custom period of your choice.

15 Mar 2018

Import Contacts from Zoho Invoice to Zoho CampaignsFeatured

Import data from Zoho Invoice to your Zoho Campaigns account and make sure you don't miss a single contact in your mailing list.

15 Mar 2018

Convert Approved Transactions to a DraftFeatured

You can now convert Approved Transactions and Transactions Pending for Approval back to the Draft status. You can edit the transactions and submit them for approval once again.

2 Mar 2018

Password Protection for CSV ExportsFeatured

You can now set a password to secure your data when you export files in the CSV format.

27 Feb 2018

Stripe Card UpdaterFeatured

Effortlessly update the changes in card details in Stripe to Zoho Invoice by enabling the Stripe Card Updater

20 Feb 2018

Export Data as an XLSX fileFeatured

Zoho Invoice now allows you to export data as an XLSX file. You can also set a password when you choose this format and export data securely.

19 Feb 2018

Import and Export Applied Credit NotesFeatured

You can now import and export only the credit notes that you had applied to invoices. This feature could come handy when you want a list of credit notes that have been applied to invoices and those that have not been applied.

12 Feb 2018

Associate Salesperson to Credit NotesFeatured

Associate salespersons to credit notes and let them keep track of debts. You can even generate a Sales by Salesperson report and get the details of the invoices and credit notes handled by the salesperson.

1 Feb 2018

Enhanced Zoho Invoice - Zoho CRM IntegrationFeatured

Zoho Invoice seamlessly integrates with Zoho CRM and now even allow you to view custom fields created in Zoho Invoice, set custom views and also generate reports based on the custom fields.

24 Jan 2018

Transaction ApprovalFeatured

Now, you can verify and the approve sales transactions that you and the users create in your organization. Set approval preferences and customize the roles you offer your approvers.

Learn more...

18 Jan 2018

Export TemplatesFeatured

Now, create multiple templates to export specific data from all modules in your Zoho Invoice.

4 Jan 2018

Contacts Advanced SearchFeatured

Zoho Invoice now allows you to search for contacts accurately. Search for your contacts even by using details such as their company name or phone number.

20 Nov 2017

DRAFT STATUS FOR CREDIT NOTESFeatured

You can now save the Credit Note in draft status at the time of creation.

13 Nov 2017

KEYBOARD SHORTCUTSFeatured

Instantly perform actions within the application with the all new Keyboard Shortcuts feature for Zoho Invoice.

Learn more...

11 Oct 2017

CUSTOMIZATION OF LINE ITEMSFeatured

You now have the option to customize line item table in all sales templates.

20 Sep 2017

ZOHO INVOICE NOW SUPPORTS CROATIANFeatured

Zoho Invoice is now availbale in Croatian. Users can choose 'hrvatski' from the language dropdown to set the language to Croatian for Organization, PDF templates.

14 Sep 2017

CHOOSE PAYMENT METHOD FROM CUSTOMER PORTALFeatured

Your customers can now choose their preferred payment method from within Customer Portal.

14 Sep 2017

ENHACEMENT TO BULK DOWNLOAD AS PDF OPTIONFeatured

Customers now have the option to bulk download Payments Received as PDF.

06 Aug 2017

EDIT SALES PERSON WHILE CREATING TRANSACTIONSFeatured

You have the option to edit the Salesperson right at the time of creating transactions.

25 July 2017

INTRODUCING SPREADSHEET TEMPLATEFeatured

Give your invoices a more compact look with Spreadsheet template.

19 July 2017

CUSTOMISATION MADE SIMPLERFeatured

Customise the transaction template, customer notes and terms and conditions all from within the transaction details page.

20 June 2017

ADD MORE INFORMATION TO YOUR CONTACTSFeatured

With an option to add ‘Street Address 2’ field in address section, add further information to your contact’s address like floor number, apartment number, crossroads, etc.

09 June 2017

SEND CUSTOMER STATEMENTS IN BULKFeatured

Select multiple contacts, a date range and send customer statements for the selected date range to multiple customers at the same time.

09 June 2017

ENHANCEMENTS TO THE PROJECTS MODULEFeatured

Include Project Name in Recurring Expenses. Generate Recurring Expenses from the Project Details page.

29 May 2017

EMAIL ADDRESS FIELD FOR SALES PERSONFeatured

Email address field has been introduced for salesperson which will be available while adding a new Salesperson.

24 May 2017

MAKE PAYMENTS WITHOUT LOGGING INTO CUSTOMER PORTALFeatured

Customers will now be able to Pay for the invoice/retainer invoice from the Secure Payment page, without having to log into the Customer Portal.

16 May 2017

CLONE OPTION AT LINE ITEM LEVELFeatured

The option to clone the line item at the time of invoice creation has been added.

26 Apr 2017

PROJECT NAME FOR RETAINER INVOICESFeatured

The new update lets you add project name for Retainer Invoices.

25 Apr 2017

BULK DOWNLOAD AS PDF OPTIONFeatured

Customers now have the option to bulk download Invoices, Estimates, Retainer Invoices and Credit Notes as PDF.

07 Apr 2017

ZOHO INVOICE-ZOHO ANALYTICS INTEGRATIONFeatured

Zoho Invoice has integrated with Zoho Analytics to help you further customize your reports.

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06 Apr 2017

NEW FILTER FOR RECURRING INVOICESFeatured

You can now filter the recurring invoices for which Auto bill feature has been enabled. 

24 Mar 2017

OPTION TO ADD FAVICONFeatured

Users with custom domain can now upload favicon to make your brand more prominent.

23 Mar 2017

API USAGE REPORTFeatured

Option to show API usage of an organisation for a day.

23 Mar 2017

SHOW TOTAL AMOUNT IN WORDS IN TEMPLATESFeatured

You can now show total amount in words for Invoices, Estimates, Retainer Invoices and Payment Receipt templates. 

10 Mar 2017

THE CUSTOM BUTTON OPTIONFeatured

Option to perform an action while viewing an invoice by creating a custom button for the action.

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09 Feb 2017

EMAIL TEMPLATE UPDATEFeatured

New design and layout for Invoice, Estimate and Payment Thank you notification.

01 Feb 2017

CUSTOMIZE CUSTOMER STATEMENTFeatured

You can now customize customer statement by changing the title, applying colors, setting header and footer 

01 Feb 2017

CHANGES IN TEMPLATE CUSTOMISATION SCREEN FORMATFeatured

Option to change the organization and customer address format from template edit screen.

25 Jan 2017

ENHANCEMENT:ZOHO CRM INTEGRATIONFeatured

New enhancements made under Estimates and Invoice module inside Zoho CRM.

25 Jan 2017