What's New in Zoho Invoice | April - June 2025

What's New in Zoho Invoice | April - June 2025

Hello everyone!

We're excited to share the latest feature updates and enhancements we've made to Zoho Invoice from April to June 2025.

In this, you will learn more about the following features:

New Integrations via Zoho Marketplace

We’ve added a new set of powerful integrations through Zoho Marketplace to help you streamline your financial workflows in Zoho Invoice.
  1. QuickBooks Online for Zoho Invoice - Connect your QuickBooks Online account with Zoho Invoice to sync customers, items, credit notes, and payments across both the platforms. When you create invoices in Zoho Invoice, they will be created in QuickBooks Online automatically, ensuring efficient invoicing and accounting processes.
  2. viaSocket for Zoho Invoice - viaSocket is an AI-powered workflow automation tool that enables you to automate data flow between Zoho Invoice and over 5,000 other apps. Create seamless workflows to save time and boost productivity using AI.
  3. Braintree for Zoho Invoice - Integrate with Braintree to streamline your payment processing, enhance security, and provide a smooth checkout experience to your customers. This integration supports secure card payments across multiple countries and currencies, helping you expand your business globally.

Add Images to Email Templates

You can now upload images directly from your desktop into your email templates. This allows you to add banners or other visual content to enhance your promotional emails.

Here’s how to upload images to your email templates:
  • Go to Settings > Email Notifications.
  • Select the template you want to edit and click Show Mail Content.
  • Click the Insert Image icon and select Upload.


Create Local Taxes [Mexico Edition]

Zoho Invoice now supports the creation of local taxes governed by State and Municipal authorities in Mexico, which are separate from the federal tax authority (SAT). These local taxes can be set up as either transfer (Taxes) or retention (TDS) types based on how they are applied in your transactions.

Here’s how to create local taxes:
  • Go to Settings > Taxes > Tax Rates.
  • Click + New Tax and enter the Tax Name and Rate.
  • Select Local Tax as the Tax Type.
  • Click Save to apply the changes.

New Summary View in Reports 

We’ve introduced a new summary view option in the Receivable Summary, Receivable Details, Payable Summary, Payable Details reports when grouping is applied. This view lets you view just the total value of each group without listing individual transactions, helping you get a quick overview.

How to enable the summary view:
  • Go to Reports and select the report for which you want to view the summary.
  • Click the Group By dropdown and mark Display only the total value of each group without showing individual transactions.

Record Income TDS Payment Without Income Amount [India and Global Editions]

You can now record Income TDS payments for a single invoice or multiple invoices without having to enter any amount in the Amount Received field. This is useful when the TDS payment needs to be recorded on a different date than the invoice payment date.


Other Feature Enhancements 

  • Zoho Invoice now supports Filipino and Bahasa Melayu. Update your language preferences anytime by going to Settings > Organization Profile. These language changes will also be reflected in the Customer Portal.
  • You can now access the sync history for your Bigin integration. Navigate to Integrations > Zoho Apps > Bigin, then click the More icon next to Bigin. This helps you monitor sync activity and troubleshoot any issues efficiently.

We regularly update our mobile and windows apps, so visit the App Store, Google Play, or Microsoft Store to ensure you're using the latest version.
That's all for our latest product updates! We hope the latest enhancements are beneficial for your business. You can also visit the What's New timeline for byte-sized information about all our feature updates and enhancements.
We'd love to know what you think of the latest features! Let us know in the comments below. If you require any assistance or need clarifications, feel free to write to us at support@zohoinvoice.com, we'd be happy to help!

Best regards,
The Zoho Invoice Team

    • 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

    • Block opening tickets vía email DESK

      Hello, I want to block the functionality of opening tickets when someone send an email to our support email address. Actually everybody in the world can open a ticket in our systen just sending an email to our support email address I don´t want this feature!!!!

    • Autocomplete by email address

      Hi, Is it possible to add contacts via autocomplete using the email address? I have tried a number of contact option variations and cannot seem to get it to work, having this as an option would speed up composing an email greatly. thanks Ben

    • GEO and Zoho Desk

      Has anyone done anything with GEO (generative engine optimization) and zoho desk KB? Are there any plans from Zoho on adding the ability in inject GEO scripts in KB Articles?

    • Switch between multiple LLMs instantly for tailored Zia experiences

      Availability Editions: Professional , Enterprise, Ultimate , CRMPlus , ZohoOne Release Plan: Available for all DCs Hello everyone. Earlier, the Multi-LLM feature supported only one LLM at a time for Zia Record Assistant bot restricting flexibility from

    • Subscriptions for service call

      So we install products and we want to offer a service contract for the customers yearly service calls to be billed monthly. So ideally at some point we want to email them a quote for their needs. WE will choice it our end based on the equipment. It would

    • PHPMailer "Connection refused (111)" Error Despite Outbound Ports Being Open

      Hello everyone, I'm trying to send emails via Zoho SMTP using PHPMailer on my shared hosting environment. I've tried both port 465 (ssl) and 587 (tls), and I even added SMTPOptions to bypass SSL verification just in case it was an SSL certificate issue.

    • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

      Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient

    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

    • Rename system-defined labels in Zoho CRM

      Renaming system-defined labels is now available across all DCs. Hello everyone, Zoho CRM includes predefined system fields across modules to support essential CRM operations. Until now, the labels of these fields were fixed and could not be edited from

    • What happens to my current site SEO if i opt for zoho creator?

      I have an existing website and I need to use Zoho creators for the rapid creation of my webpage creation. Currently, my IT team is creating the web pages, but I am concerned about the SEO of my current website if I shift to zoho will i loose it all?

    • Filter Pivot Chart by Criteria

      Hey There Amazing Zoho Team, I wanted to see if there is a way to filter criteria a "Pivot Chart" report in the same way I can filter "List", "Calendar", & "Summary" reports. Example: I can filter a normal report like this: http://monosnap.com/image/y5q0XGzDSGZpsnOjuBYpdeUOFtSmFd I would like to do the same with a "Pivot Chart".  What I've Tried: Filters and User filters are not what I am looking for. That just filters the data. I want to be able to filter criteria the data by connected forms. Like

    • Big Time HELP

      I am old, disabled and need to speak to a person. I needed to use a service to copy my zoom contacts to. I think I signed up for a security service, which I do not need. I don't know enough to choose from your many lists or how to see what I have and

    • #4 Setting Up Your Client the Right Way

      Creating invoices without properly setting up the customer can quickly lead to several inconsistencies, such as duplicate records, missing billing details, and poor customer management. This becomes even more important for businesses that use a connected

    • Functionality based URL to find records due today or in the next week

      I need to construct a URL to filter a view to records where the evaluation is due soon (i.e. in the next 7 days). To me, that includes today, but Zoho has a different opinion. Zoho defines 39 as NEXT_7_DAYS but this gives unexpected results. https://creatorapp.zoho.eu/...#Report:My_Evaluations?Evaluation_due_by_op=39

    • Email Parameter in Create Lead API

      In the Create Lead API , the email parameter as mandatory. This is creating issues because many leads only have mobile numbers and no email address. This is especially a problem for businesses focusing on WhatsApp marketing in Zoho Marketing Automation,

    • Automatic Email Alerts for Errors in Zoho Creator Logs

      Hello, We would like to request a feature enhancement in Zoho Creator regarding error notifications. Currently, Zoho Creator allows users to view logs and errors for each application by navigating to Zoho Creator > Operations > Logs. However, there is

    • Filter our rejected quote items from the inventory quote template

      Hello, I am trying to have rejections at the line level on my quotes so I can track what items are often removed, I do not want to claim the whole quote as lost just the individual items for better data tracking. However I cannot figure out how to filter

    • Configuring ZMA Webhook for Zoho Flow : Missing Key Information Error

      I'm looking to send a webhook to Zoho Flow at the end of a Marketing Automation journey in order to perform more actions that I can't do with just a journey. I have the Webhook created in Flow and set up in ZMA, however when I test it I get the error

    • Incoming Threads Report

      From data to decisions: A deep dive into ticketing system reports Customers raise questions and issues through multiple channels, such as email, chat, or tickets. To monitor the number of queries received on a specific day from each channel, leads can

    • Improve Zoho Vault search

      Hello, we started using Zoho Vault and we really appreciate the app. At the moment, when searching passwords, the search query only targets the password name. I think having the query search among Name, User name, URL, Notes and Tag would be a better

    • NEED HELP

      I have below data po no invoice no Party inv date value status 1 aa1 ABC 01-May-26 100 Under Cr 2 aa2 XYZ 02-May-26 200 Over Due 3 aa3 ABC 02-May-26 300 Under Cr 4 aa4 XYZ 03-May-26 400 Under Cr I need result as below using formulas (not Pivot table)

    • Ask the Experts 29: Knowledge Base, Community, and AI for smarter user education

      Hi Everyone, Welcome to Ask the Experts (ATE) 29, a live panel discussion. After the engaging text-based discussions in ATE 27 on onboarding and managing agents and ATE 28 on handling customer support with AI, we’re bringing you the next round of ATE

    • Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

      Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass

    • Tables for Europe Datacenter customers?

      It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?

    • Smart Feature Compatibility Indicators for CRM Field

      Zoho CRM offers a wide range of field types and advanced customization options. However, several field types have feature-specific limitations that are currently documented only in help articles. For example, while configuring a Rich Text field, admins

    • 📢 Coming Soon: Daily Rate Projects

      Hello everyone, We're excited to announce a long-awaited, new billing type for projects: Daily Rate! Until now, projects supported Fixed Cost and Hourly Rate billing. With this update, you can now create projects billed on a daily rate, making it easier

    • 📢 Coming Soon: Daily Rate Projects

      Hello everyone, We're excited to announce a long-awaited, new billing type for projects: Daily Rate! Until now, projects supported Fixed Cost and Hourly Rate billing. With this update, you can now create projects billed on a daily rate, making it easier

    • Cannot find IMAP/SMTP enable toggle in new Mail Admin UI - Mail Lite plan

      Hi Zoho team, I'm the org Super Admin for owlmind.dev (Mail Lite plan, 3 paid users): - champ@owlmind.dev (Super Admin) - isfand@owlmind.dev - team@owlmind.dev I need to enable IMAP and SMTP access for all 3 users (we're integrating with Smartlead for

    • Kaizen #242 - Enabling In-Context Order Creation from Deals Using SlyteUI

      Hello everyone! Welcome to another interesting Kaizen post. Today’s spotlight is on SlyteUI, the new UI builder designed to create powerful, intuitive user interfaces in minutes. Built for speed and simplicity, SlyteUI empowers teams to deliver high-impact

    • Zoho Books | Product updates | May 2026

      Hello users, We're back with the latest updates and enhancements we've rolled out in Zoho Books. From sales tax automation to scanning receipts for free, explore the updates designed to upgrade your bookkeeping experience. Sales Tax Automation [US & Canada

    • No ingresan correos

      desde el 28 de abril no ingresan correos, por favor me puedes ayudar

    • How to update image in a Zoho Creator report through widgets (JS API)

      I need help with how to transfer an image file from one report to another in Zoho Creator using widgets (JS API). Say I'm fetching a record from the All_Products report. And this report contains a Product_Image field. I then want to transfer this Product_Image

    • Issue with Sending and Receiving Emails in Zoho Mail

      Dear Zoho Support Team, I am facing an issue with my Zoho Mail account. I am unable to receive emails from others, and also when I try to send emails, they are not getting delivered. This is affecting my daily work, so I request you to please check and

    • Adding an element to the Creator Canvas will automatically adjust its dimensions.

      I designed a report with fixed dimensions using Creator Canvas. However, whenever I add a new element, the system automatically adjusts the dimensions, even if the new element fits perfectly within the set boundaries. This is quite frustrating. Has anyone

    • Installing/Using Python Package in Zoho Creator

      Hi, I have a Python function in my ZC application that depends on a specific Python package.  If I was running this on my own server, I would just install the package using pip (e.g. pip3 install stripe). Is there a way to install the package in my ZC

    • I dont have acess to my own domain emails

      an agency made these 3 emails for us , including the one im using here. but the super admin access is through the agency email. i want to reclaim my admin console access to these emails. how can i contact zoho support?

    • Domain Activation Pending

      Hello Zoho Support, I have resent the domain activation email for abovecapital.online several times, but I still have not received the activation link. Please check the email delivery status and help me resend the activation email or update the registrant

    • Zoho Webinar - Sharing System Audio (NOT AVAILABLE)

      Hi, We are having a serious problem with Zoho Webinar. In the webinars we run, we very often share the audio from a video we are streaming directly from YouTube or other applications. Until recently we were using Zoom, but as we use other Zoho applications

    • IP blocked on SMTP

      Please unblock my server IP: 135.181.19.115 We are using WP Mail SMTP for legitimate transactional emails.

    • Zoho rejecting external email – “Email policy violation detected”

      Hello, I was informed by external senders that their emails to my addresses were rejected by Zoho Mail. The emails were sent from external domains (including pfms.ba.gov.br domains), not from my own domain. However, Zoho rejected the messages with the

    • Next Page