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

    • CRM Percent custom fields: When will it show the % symbol and behave like %?

      1. Actually Percent custom fields fail to show the % symbol. 2. When in formulas Percent fields work like number: 100 x 5% = 5 ideal world 100 x 5% = 500 what happens actually 3. When importing Percent fields the % symbol has to be removed and the data

    • 【Zoho CRM】商談タブへのデータインポート

      Zoho使用前にエクセルで管理していた商談情報を、Zoho一括管理のため、商談タブにインポートしたいのですが、お客さまの氏名だけが紐づけられませんでした。 「Zoho CRMにインポートする項目を関連付ける」のところが画像のようになっています。 （弊社では、「姓」を「★個人データ名」という項目名に変更し、フルネームを入れて使用しています。） どのようにしたら氏名をインポートできるかご存じの方がいらっしゃいましたら、ご教示いただきたく、よろしくお願いいたします。 （投稿先が間違っていましたらご指

    • Deprecation of the Zoho OAuth connector

      Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connector

    • RouteIQ for Zoho FSM

      Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning

    • Let us view and export the full price books data from CRM

      I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for

    • Changes to the send mail Deluge task in Zoho CRM

      Hello everyone, At Zoho, we continuously enhance our security measures to ensure a safer experience for all users. As part of our ongoing security enhancements, we're making an important update on using the send mail Deluge task in Zoho CRM. What's changing?

    • How to Invoice Based on Timesheet Hours Logged on a Zoho FSM Work Order

      Hi everyone, We’re working on optimizing our invoicing process in Zoho FSM, and we’ve run into a bit of a roadblock. Here’s our goal: We want to invoice based on the actual number of hours logged by our technicians on a job, specifically using the timesheets

    • Zoho Books | Product updates | January 2026

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With the

    • Inclusion is the new engagement

      When in a very challenging situation, you may have peers or friends around you saying, “Everything will be okay.” They speak to you in a way that they are connected or in a language or tone that feels close. But your inner voice comes to you in a truly

    • DKIM verification for Squarespace website - Corrections to instructions

      Zoho Campaigns DKIM TXT record instructions for Squarespace show that Host field should show: 22111._domainkey.[domain name, e.g. mywebsite.com] However, after 72hrs, I had to reach out to Squarespace tech support, and they confirmed that the domain name

    • Passing the image/file uploaded in form to openai api

      I'm trying to use the OpenAI's new vision feature where we can send image through Api. What I want is the user to upload an image in the form and send this image to OpenAI. But I can't access this image properly in deluge script. There are also some constraints

    • My client requires me to have custom pdf file names to except payment for invoices, how can I customize this before emailing.

      Hello! I love the program so far but there are a few things that are standing in the way. I hope you guys can code them in so I can keep the program for years to come. My client requires I customize the pdf file names I send in for billing. Can you please

    • Disable All

      I want to disable all the fields on the form when it loads.  I know there is a way to do this by listing all the fields as follows: disable Name; disable Address; disable City;  ... I have over 50 fields on my form and i am wondering if there is a single command or way to just disable all fields on load.   On load = disable All Thank you for any help.  

    • Migrating my email from GMAIL to ZOHO MAIL..........

      I am a long time GMAIL user and I really only understand how they operate, but after reviewing your tutorials and forums online, it is quite unbelievable how much more and how much more streamlined ZOHO mail is, not to mention ZOHO's wonderful, more advanced capabilities. I do have several questions about transitioning over to ZOHO.  Primarily, where is the best place to start, what do I do first? And how hard is it actually to move all my business and personal accounts over here?  When I sign up

    • iOS Zoho Mail App Crashesruni

      Whenever I trying to search emails via the Zoho Mail app on my iPhone the app crashes, I am running the latest version of the app and the latest iOS version. I have all set reset the app and deleted the app and still have the same issue. Thank you in

    • Assessment Answered - Automation (Related List)

      Hello everyone, We have linked a candidate assessment to our job posting. When someone applies, they are required to answer all the assessment questions. However, some candidates submit their applications without completing the questions. In such cases,

    • Paid Support Plans with Automated Billing

      We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The

    • How Does Knowledge Base Search and Article Recommendation Work?

      Hello, I would like to understand how the Knowledge Base search engine works. Specifically, does it search based on: The article title only? The full article content? Both, the article and the content? Keywords? Tags? Also, how does the system determine

    • Can't change form's original name in URL

      Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

    • Calendar report with order options and more quick view templates

      I think many of us regularly work with calendar-style reports. It would be great to be able to customize the quick view with new templates and have options to sort the entries for each day of the calendar by different criteria. I think this is an interesting

    • Shared Views

      Hello, is there a way to prevent an agent from changing a shared table view? I have no issues with agents being able to create and customize their own view, but when I create a view and share it to my team -- the expectation is that they are viewing it

    • Using Zoho answer bot across departments (help center articles from another department)

      Hi Zoho Community, I’ve run into a major issue and hope someone here has experience with this setup. We currently have a Help Center in the department A where all of our knowledge base articles are maintained. However, we would like to use a Zoho Answer

    • Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

      Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote

    • how to avoid duplicate customer

      How can i avoid to create a duplicate customer. I charged a same customer with two different plans and it showed up twice in my customer list and subsequently in Zoho books contacts. It creates confusion to have a same customer appears multiple times in customer or contact list. How can i avoid it.

    • The Social Wall: January 2026

      Hello everyone, We’re back with the first edition of The Social Wall of 2026. There’s a lot planned for the year ahead, and we’re starting with a few useful features and improvements released in January to help you get started. Create a GBP in Social

    • Pipeline: Copying rulesets from one data source to another

      When creating and editing data pipelines, it would be really helpful to be able to copy the ruleset from one data source and 'paste' it to another. This would save time and reduce manual mistakes.

    • Doubt about maximum email reach

      Good morning, greetings. This is Bramdon García from EDULABS S.A.S ESP, located in Colombia. I'm writing to inquire about the possibility of sending an email to 35,000 people simultaneously. Our company has a Zoho account, but we'd like to know if there's

    • Zoho calendar not working in browser

      Hello, I am new to Zoho. I have two accounts for two separate businesses. In one of them, calendar loads in a browser no problem. However, if I use this account (sairfeetmusic.co.uk) calendar does not load. I also cannot add it to my Thunderbird Lightening

    • Authentication Failure when adding POP3 accounts

      Hi everyone, I am a new user currently migrating from Gmail to Zoho Mail. I decided to make the switch following Google's decision to discontinue POP3 fetching. I previously used Gmail as my primary mail hub, and Zoho seems like the perfect alternative

    • Trident Application Folder

      Hi, How to choose installation folder for Trident, by default it gets installed in C drive. How to change drive?

    • Email disappeared to specific contact

      Good afternoon, this morning I emailed somebody. This email isn’t showing up in my sent folder. They sent me a response which I clicked on and it disappeared immediately. Why could this be?

    • Create an Eye-Catching Announcement Widget for Your Help Center

      Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for

    • Enable Free External Collaboration on Notecards in Zoho Notebook

      Hi Zoho Notebook Team, I would like to suggest a feature enhancement regarding external collaboration in Zoho Notebook. Currently, we can share notes with external users, and they are able to view the content without any issue. However, when these external

    • Updating records through Zoho Sheets View doesn't update timeline or trigger workflow rules

      I have noticed that when i update a series of record with the zoho sheets view (see here http://d.pr/i/ahnR) it doesn't update timeline history or trigger workflow rules. I am using it in the Deals module. Looking forward for some more info. Denis

    • How do I change the account bank charges are charged to?

      I want bank charges charged to my Credit Card Fees account. Is there a way to do this?

    • Mail Search should allow grouping by conversation like Gmail.

      Having switched from gmail I have found the search function hard to use. Mostly because mail is not grouped by conversation in search. If I search for a word when looking for a conversation had with someone then sometimes 10 emails will come up from the

    • Ability to CC on a mass email

      Ability to CC someone on a mass email.

    • Updation of Old Browsers Versions for Zoho CRM

      We have upgraded the default browser version for CRM to facilitate features like widgets and scripts that are often implemented aside from advanced functionalities for various business requirements. The latest version is aimed to provide better performance

    • Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP

      While working with customers across different industries, we have identified a few functional questions and gaps that commonly arise—especially for project-based and service-oriented businesses. Many organizations, such as those in shipping, construction,

    • Zoho Desk domain Mapping not Working Showing CNAME Error

      I have created the subdomain and created the Cname as well as its instracted on the Zoho website  but when i try add the domain on help desk its showing error msg : Make sure you've mapped the CNAME entry and linked it to desk.cs.zohohost.com.au on your

    • Next Page