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.

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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!!

• Topic Participants

• SELVAPRIYA V

  

• Peo

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