Chronicles of 2024: The Year in Retrospect

Chronicles of 2024: The Year in Retrospect



As we close out 2024, let’s take a moment to highlight the new features and updates that have enhanced Zoho Invoice in 2024.

Among the exciting enhancements, we have launched a new AI-powered chatbot designed to assist you in understanding the app's features and answer all your queries regarding the app's capabilities. 

Click the image below to explore key updates and enhancements in Zoho Invoice as our Virtual Assistant guides you through the highlights of the year. You can choose to view the updates via Virtual Assistant for a more engaging experience or read the detailed post for a more in-depth overview.



New Edition

Empowering South African Small Businesses

In 2024, we made a significant step forward with the launch of the South Africa edition, designed to support small businesses across the country. We've introduced features like VAT, HSN codes. Moreover, you can also add items as capital assets and apply domestic reverse charge to transactions.

Invoices

You Can Now Add Payment Forms to Transactions [Mexico]

Since it’s mandatory to include a payment form for every transaction, we’ve made it simple for you. With the Payment Form field, you can easily associate methods like cash, nominal checks, and more while creating invoices or credit notes.

Effortlessly Manage Split Payments

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.

Refund Payments on Invoice with Ease

You can now refund the full amount received for an invoice. When you do, the invoice will be dissociated from the payment, and the refunded amount will automatically be created as a credit note.

Payments

Simplify Payments with Zoho Payments [India and US]

With Zoho Payments, you can securely collect payments from your customers. Simply go to Settings, configure it, and you'll be able to accept payments through multiple methods.

New Payment Methods Now Available via Stripe

Two new payment methods have been introduced via Stripe - Klarna, which offers flexible payment options and Alipay, a popular digital wallet used widely in China. Now, you have even more convenient ways to pay!

You Can Accept Payments via M-PESA [Kenya] 

The Safaricom M-PESA integration is now available in Zoho Invoice, allowing you to process payments seamlessly through M-PESA e-wallets. You can easily set it up to receive payments in KES from your customers in Kenya.

PDF Templates

Show SAT Item Details in Transaction PDFs [Mexico]

The SAT Item Code and SAT Unit Code fields can now be displayed in the item table of your transaction PDFs. You can customize how these fields will be displayed in your transaction PDFs or choose to hide them from Templates.

Display a UPI QR Code in Invoice PDFs [India]

Allow your customers to scan a UPI QR code easily and make payments. Note that the received payments will need to be recorded manually if you enable this option.

Assign Company ID to Customers for Better Tracking [Global]

We've introduced the Company ID field, where you can enter a company's unique identification number when creating a new customer. You can customize the Billing Address Format in your PDF template to display the Company ID in your transactions.This can be helpful in countries like France, where businesses have a unique 9-digit SIREN number, which you can add as a Company ID when creating a customer.

Taxes

Update Your MSME Details and Stay Compliant [India]

If your organisation is registered as an MSME, you can now add the MSME/Udyam Registration Number in your transaction PDFs to stay compliant with section 43B(h) of the Finance Act 2023.

Manage and Track TDS in Transactions [India]

You can now apply Tax Deducted at Source (TDS) in quotes, credit notes, and recurring invoices, and easily track them in the TDS Receivables report. You can also set a Start Date and End Date for existing TDS rates in transactions.

Streamline Income TDS Rates under Direct Taxes [India]

We’ve introduced Income TDS Rates under Direct Taxes, allowing you to easily create, edit, and delete TDS rates. You can also view associated transactions and apply TDS at the line item or transaction level.

Usability Enhancements

Do Quick Calculations in Rate Fields

Perform quick calculations directly in the Rate field of transactions with simple arithmetic operators (+, -, *, /) and parentheses. This makes it easier to quickly adjust rates like tax deductions before entering the item rates.

Resize Column Width in List Pages

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.

Effortlessly Bulk Export Invoices as ZIP Files

You can bulk export up to 100 invoices as PDFs within a single ZIP file. If you have used custom templates in any of the invoices, you can export a maximum of 50 invoices in each ZIP file.

Windows App Updates

  • You can split payments for invoices.
  • TCS support is made available in sales orders.
  • Tax creation is now supported in the Australia edition.
  • Payment form is available in credit notes for Mexico.

iOS App Updates

  • Quickly create transactions from the Control Center.
  • Sync your device contacts into Zoho Invoice.
  • Customize PDF templates by changing themes, adding bank details, and including signatures.

Android App Updates

  • Configure UPI QR Code in Invoice PDF (India).
  • Customize PDF templates by changing themes, adding bank details, and including signatures.
  • Enable or disable other modules directly in the settings.

2024 was truly eventful with campaigns and achievements. Here’s what our team is excited to proudly share with you!


Celebrating Sustainability: Our Environment Day Campaign

To celebrate Environment Day, we ran a two-week campaign with Zoho Invoice, sparking meaningful conversations about sustainability and business practices. A big thank you to everyone who participated and helped make it a success!

Empowering Growth: 6 Signs Your Small Business is Scaling Really Fast

We hosted a webinar for businesses in the US, UK, and India, where we explored the essential tools that can support your business as it grows. It was wonderful to connect with so many of you and share insights that can make a difference in your scaling journey!




Here's What You've Said About Us!

1. Zoho Invoice has helped us save time, reduce errors, and improve cash flow in our business. Overall, Zoho Invoice has become a trusted tool in our business operations. 
- Kamlesh Kumar
  CEO, Nxt Aspect
2. When a customer says, 'You did such a great job 5 years ago and I want to work with you again. Do you remember me?' I can say I do, thanks to Zoho Invoice. It makes the customer experience first class!
- Augustine
  Wash this way Pressure Washing
3. I've been with Zoho Invoice for over 15 years. Many thanks to everyone on the Zoho team for making my invoicing so much more effective and efficient!
- Mark Posen
  Managing Director, RPC Telecommunications Ltd
4. Zoho Invoice is streets ahead of Microsoft. It is professional, easy-to-use, and bulletproof. I absolutely love it.
- Philip King
  Founder, Little Star Educare Centre


And that’s a wrap on the recap of all the new features of 2024! Thanks for being a part of this amazing journey. Wishing you a fantastic new year filled with success and growth! Cheers to a bright and prosperous 2025!!

    • Sticky Posts

    • Charting the 2025 Voyage: Zoho Invoice's Year in Review

      2025 has been a year of progress, productivity, and purposeful growth for Zoho Invoice. From expanding into new regions to refining everyday workflows, each update was designed to help businesses stay compliant, get paid faster, and work with confidence.

    • Recent Topics

    • Rebrand your CRM with the all-new custom domain mapping setup

      UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elated

    • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

      Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the same

    • Sender Email ID is duplicate

      My sender id "automate@erplaunchpad.com" is coming as duplicate but I have not used it anywhere else please help

    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

    • Building Toppings #6 - Install and uninstall actions

      Hello Biginners! In our previous forum post, we explored creating connections - specifically, custom service connections in the Bigin Developer Console. In this post, we'll focus on another feature that can be used in every topping: install actions. We'll

    • New UI in Zoho One CRM

      Hello, Just switched to the new UI for Zoho One CRM, do not like it, especially the search functions. What are the steps to backstep to the previous UI? UPDATE: I found it.

    • App like Miro

      Hi all, is there a way to have a interactive whiteboard like in Miro? We want to visualize our processes and workflows in an easy way.

    • Important updates to your connectors

      Hello everyone, Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of the

    • Product Request: Send email to Secondary email

      Guys, we should be able to send the campaign to the secondary email too.  Is this on the plans for Zoho Campaign? It looks like I can map the secondary email from the CRM to the Campaigs, but can not send the message.  

    • Logic for sending to a non-primary email address

      Hi, I have a scenario where contacts are able to sign up for emails with 2 different email addresses (example: work, personal). I've mapped both to Campaigns from Zoho CRM, but when I go to target an email only the primary email addresses are pulling in. How can I update this to look at both of the email addresses - or specifically the secondary email address in Campaigns? Thanks, Jenny

    • How Do Mutliple Sales People Prospect in the "LEADS" module without calling the same leads?

      We have 4 sales reps and the Leads module does not have real time intuitive knowlodge to make the sales rteps dont call the same people at the same time. How can we crate a fluent prospecting sytem where the salres reps can go out bound without calling

    • Keeping track of project expenses

      I have talked to a few support techs and it is very hard for me to believe that Zoho's project accounting software can't keep accounts for my projects. I must not understand what they're saying. We get a contract to build something. So the project revenue

    • Mailbox delegation - A secure way to enable collaboration

      Admins often encounter scenarios where a user needs another team member to access and manage their mailbox during extended leave, role transitions, or while handling high email volumes. In such situations, ensuring business continuity without sharing

    • Canvas View bug

      I would like to report a bug. When clone a canvas view from an existing canvas view, if the original canvas view have canvas button with client script. Then the new create canvas view will have canvas button, it is make sense. But when I try to delete

    • Export blueprint as a high-resolution PDF or image file

      This would be a good feature for organizations that want to share the blueprint process with their employees but don't want them to have access to the blueprint in the system settings. At the moment all that users can do is screenshot the blueprint or

    • Zoho Recruit Community Meetup - London 🇬🇧 (Venue Finalised)

      Hello Recruiters! We’re excited to announce that the Zoho Recruit team is coming to the UK for an in-person Zoho User Group (ZUG) Meetup in London! This is your chance to connect with fellow Zoho users, learn from experts, and walk away with actionable

    • Users may not pick the fields to be shown as columns in the Choose Account window when creating a new Deal record

      Hi there, by talking with other users I found out that I, as an Admin, am the only one who can pick fields to be shown as columns in the Choose Account window when creating a new Deal record. In fact, if other users click on the "Add Column" symbol on

    • Create custom rollup summary fields in Zoho CRM

      Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

    • push notification to Cliq when user is @mentioned in CRM notes

      push notification to Cliq when user is @mentioned in CRM notes. Currently users that is @mentioned gets an email to be notified. User/s that is @mentioned should get a Cliq notification.

    • 【参加無料】東京 Zoho ユーザ交流会 NEXUS ー AI エージェント (Zia Agents)の活用事例 / CRMで実現するマーケティング業務効率化

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 3月27日(金)に東京、新橋で「東京 Zoho ユーザー交流会 NEXUS」を開催します！ ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー ✒️申し込みはこちらから：https://www.zohomeetups.com/tokyo2026vol1#/?affl=communityforumpost2 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー ★参加のおすすめポイント ✅ AIエージェント（Zia）のリアルに使える実例を知る

    • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

      Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

    • Multiple header in the quote table???

      Hello, Is it possible in Zoho CRM to add multiple headers or sections within the Quote product table, so that when the quote is printed it shows separate sections (for example “Products” and “Services”)? To clarify, I’m asking because: This does not appear

    • One Support Email Managed By Multiple Departments

      Hello,  We use one support email (support@company.com). Incoming emails come to the "Support Department" and based on what the customer is asking, we route that ticket to different departments (billing, technical support, etc.). When users in these different

    • Error AS101 when adding new email alias

      Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

    • ZOHO.CRM.UI.Record.open not working properly

      I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",

    • Python - code studio

      Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already

    • 🚀 WorkDrive 6.0 (Phase 1): Empowering Teams with Content Intelligence, Automation, Accessibility, and Control

      Hello, everyone! WorkDrive continues to evolve from a robust file management solution into an intelligent, secure, and connected content collaboration platform for modern businesses. Our goal remains unchanged: to simplify teamwork, strengthen data security,

    • Introducing Workqueue: your all-in-one view to manage daily work

      Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales

    • Department Overview by Modified Time

      We are trying to create visuals to show the work our agents do in Zoho Desk. Using Zoho Analytics how can we create a Department Overview per modified time and not ticket created time? In order for us to get an accurate view of the work our agents are

    • Zoho Commerce

      Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not

    • Support Custom Background in Zoho Cliq Video Calls and Meetings

      Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement to the video background capabilities in Zoho Cliq, specifically the ability to upload and use custom backgrounds. Current Limitation At present, Zoho Cliq allows

    • Upload own Background Image and set Camera to 16:9

      Hi, in all known online meeting tools, I can set up a background image reflecting our corporate design. This doesn't work in Cliq. Additionally, Cliq detects our cameras as 4:3, showing black bars on the right and left sides during the meeting. Where

    • ISO 27001 Compliance

      What are people doing to ensure ISO 27001 compliance for their Zoho environments? It would make sense for Log360 Cloud to integrate natively with the Zoho suite, but that is not the case. It requires a gateway cluster, which is not an option for a fully

    • Zoho People - Retrieve the Leave Details - get("LeaveCount")

      Hi, Zoho People I need to collect all of an employee's leave requests for the calendar year and check how many half-days they have taken. If I run the script on the query he just modified, I can retrieve the information related to that query and use the

    • What's new in Zoho Sheet: Simplify data entry and collaboration

      Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally

    • Marketer's Space: New to Campaigns? Some common early mistakes that might occur

      Hello Marketers, Welcome back to another post in Marketer's Space. If you're just getting started with Zoho Campaigns, things can feel exciting and slightly confusing at the same time. You're not alone. Most early frustrations come from setup gaps rather

    • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

      Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

    • Workflow Rule - Field Updates: Ability to use Placeholders

      It will be great if you can use placeholder tags to update fields. For example if we want to update a custom field with the client name we can use ${CONTACT.CONTACT_FIRSTNAME}${CONTACT.CONTACT_LASTNAME}, etc

    • Need a Universal Search Option in Zohobooks

      Hello Zoho, Need a Universal Search Option in Zohobooks to search across all transactions in our books of accounts. Please do the needful Thanks

    • Implement Date-Time-Based Triggers in Zoho Desk

      Dear Zoho Desk Support Team, We are writing to request a new feature that would allow for the creation of workflows triggered by specific date-time conditions. Currently, Zoho Desk does not provide native support for date-time-based triggers, limiting

    • Next Page