What's New in Zoho Billing | Q3 2025
Hello everyone,
We are excited to share the latest set of updates and enhancements made to Zoho Billing in Q3 2025. From the latest GST updates to multi-level discounting, Zia-powered report summaries, and customizable web forms, these updates are designed to make your billing operations faster and more intuitive.
Scan To Add Items in Invoices
Zoho Billing now supports the Scan Items option in invoices, allowing you to quickly scan and add them to invoices. You can also scan an item multiple times to increase its quantity in the existing line item.
You can find it in: Sales > Invoices > Edit or create an invoice > Scan items.
Apply Multi-Level Discount to Transactions
You can now apply discounts at both the line-item level and the transaction-level simultaneously. This means that you can offer specific discounts on individual items or services while also applying an overall discount to the entire transaction.
Let's say you run a weekend sale and would like to provide a 10% discount for some items and offer a 5% transaction level discount as a part of your weekend sale. You can do this using the Multi-Level Discount option.
Go to Settings > General > Do you give discounts? > At Line Item Level and at Transaction level.
Gold Movements is Now Supported in e-Way Bills [India Edition]
You can now generate e-way bills for gold intra-state movements in Zoho Billing.
Set the threshold value for generating e-way bills when transporting gold items within the same state. You can then start creating e-way bills for gold movements from the e-Way Bills module under Sales on the left side bar.
Access Widgets in Your Preferred Language
We’ve enhanced language customization to help you have a localized experience when accessing widgets.
You can define key–value pairs in language-specific JSON files (for example, en.json, ta.json, etc.) and display the widget content based on your organization’s language.
Postpone Subscriptions' Billing Date
You can now change the Next Billing Date of subscriptions. When you change, it you can view the charges for the extended period and choose how you would like to handle the charges.
You can:
Choose to charge for the extension; a prorated child invoice will be generated based on the length of the extension.
Or, you can choose only to change the billing date. This will add the prorated amount to the invoice generated on the next billing date.
View Proration Break-Up in Subscription Summary
Introducing PayNow Payment Method
Generate AI Summaries with Zia Insights
You can now use Zia Insights to generate AI-powered summaries, detect anomalies, spot top contributors, compare performance over time, and forecast trends within reports. Zia Insights can identify any unusual spike or dip in your reports, highlight the possible cause, give region-specific analysis, and can also predict future trends based on your organzation's records. Learn More
Increase API Limits From the API Dashboard
Admins can now temporarily increase API limits directly from the API Dashboard. You can boost your API limit by 50% of your current plan for one week, with automatic reset afterward. You can request multiple boosts consecutively once the previous one expires and can also purchase additional API addons directly from the dashboard.
This enhancement provides greater control, faster response to usage surges, and a streamlined workflow to keep your operations running smoothly.
To increase your API limits, go to Settings > API usage > Purchase API Add-on or Increase API Limit Temporarily.
Lookup Custom Fields Support for Locations
We've now introduced lookup custom fields for Locations. You can now use lookup custom fields for Locations in both Custom Fields and Custom Modules.
While creating a new custom field, select Lookup as the data type and select Locations from the Module dropdown. While creating a custom module, add a section to your module and select Locations.
Customize PDF File Names
To do this, go to Settings > Customization > PDF Templates > Configure Export File Name to set it up.
Create Web Forms for Custom Modules
We have introduced Web forms to collect and create records directly in a custom module via a unique link. You can configure layouts, success actions, and CAPTCHA. Once the web form is created and the unique link is generated, users can access and submit data. The submitted data will be stored in the module upon approval. Learn More
Other Feature Enhancements
Zoho Billing now supports the new GST slabs. Migrate to the revised 18%, 5%, and 40% slab, using the banner of your organization to update rates (via HSN/SAC), preview changes, schedule migration, track progress, and download audit-ready files.
You can now use the column customization and custom views in Timesheet, allowing users to select preferred columns and create personalized views for easier timesheet management.
We have enhanced our Custom Modules, you can now attach up to 10 documents for each record in your custom modules. Learn how it works.
Zoho Billing now supports custom views for Sales Receipts, allowing you to personalize and organize your sales receipt list view.
We hope you enjoy exploring these new features and enhancements in Zoho Billing! Each update is designed to make your billing experience simpler, smarter, and more efficient.
We’ll be back with even more improvements as we continue to elevate your billing and subscription management experience.
You can also visit the What's New timeline for bite-sized information about our previous feature updates and enhancements. If you require any assistance, please write to our dedicated support team at support@zohobilling.com – we'd be happy to help!
Topic Participants
Prashandini J
Sticky Posts
What's New in Zoho Billing - February 2024
Hello everyone, We are excited to share the first set of updates for Zoho Billing in 2024. Read along to know more about a wide range of updates, from the Aging Summary in customer statements to Apple Pay support in Stripe. One-Time Invoice with PlansZoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,Zoho Subscriptions wins IDC's 2020 SaaS CSAT Award for Subscription Billing
Dear customers, We're excited to share that Zoho Subscriptions has won IDC's 2020 SaaS Customer Satisfaction Award! As a team, we cherish each and every milestone with our customer community. And this particular award, focusing on customer satisfaction,Introducing: SMS notifications via Zoho Subscriptions
Dear customers, We hope you are doing well! We are happy to announce that you can now send SMS notifications to your customers right from Zoho Subscriptions. To facilitate this, we've integrated with Twilio, a leader in the business communication space.What's new this December in Zoho Subscriptions
The year is almost over and we here at Zoho Subscriptions have released new features and updates on the month of November. Let's take a look at the features we have worked on in the past month. Zendesk Integration The Zoho Subscriptions app for Zendesk allows your customer support executive to access customer details in an instant. You will be able to view the customer information from Zoho Subscriptions right from your ticket view. On enabling the integration, you will be able to: Get your customer
Recent Topics
Paste issues in ZOHO crm notes
Hi, since a week or so I have issues with the paste function in ZOHO CRM. I use "notes" to copy paste texts from Outlook emails and since a week or so, the pasting doesnt function as it should: some text just disappears and it gives a lot of empty lines/enters.....Cash based businesses cannot use the new fixed asset module
Hello all, If your bookkeeping is reporting in cash, you cannot use the new fixed acid module, as it does all the depreciation bookings accrual and not cash. This is definitive and you can't turn them into a cash booking. They will never appear in yourZoho Learn & Zoho Connect
Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,Calendar not working
Are we the only ones. On any browser we cannot click on any of our calendar appointments and get them to open. They just make the browser loop. WE have reached out and have been told they are working on it. The office staff are really stuck. The pointModifying iframe data of Zoho booking iframe
Hello, I have integrated a Zoho Bookings embedded iframe into my website. Currently, I am pre-filling the booking form with default values as part of our process flow. However, I want to ensure that if an input field is already populated with a defaultApply Payment Received Amount Zoho Books Invoice
Hello team here is the sample code How can apply the payment received record over a unpaid zoho books invoice. //......................... paymentID = customer_payment.get("payment_id"); organizationID = organization.get("organization_id"); paymentmaplistEnhance Sign CRM integration
Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and SignZoho Books Finance Modules Not Accessible in Zoho CRM Mobile App
We have integrated Zoho CRM with Zoho Books using the Zoho Finance Suite integration. In the CRM web version, we can see the Finance modules (Estimates/Quotes, Invoices, Sales Orders, Items, Payments) and are able to create invoices and quotes directlyDoes Zoho offer a full WhatsApp Marketing Platform (like WATI / GallaBox)?
lm exploring WhatsApp marketing and I’d like to understand what options are available within the Zoho ecosystem. Currently, I see: Zoho SalesIQ has a broadcast option, but it seems very limited — for example, it doesn’t support uploading contacts viaIs it really true that I can't set the default 'deposit to' account in 2025?
I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4Cliq 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[Live Webinar] New in Zoho WorkDrive: AI enhancements, Data Loss Prevention, Version Controls, and more
Hello everyone, We're excited to bring you another round of powerful updates in Zoho WorkDrive! Join us on May 15 for an exclusive live webinar where we’ll unveil the latest features designed to enhance your team’s productivity, collaboration, and dataLive webinar: Streamlining legal operations: Leveraging Zoho WorkDrive for law firm success
Hello everyone, Managing legal documents across departments and jurisdictions can be complex, but it doesn’t have to be. Join us on March 6 for an exclusive webinar where we’ll show you how Zoho WorkDrive empowers legal teams to stay compliant, organized,Live Webinar: Optimizing back-office operations in the manufacturing industry to maximize profitability
Hello everyone, We’re excited to invite you to our upcoming live webinar on February 6! Discover how Zoho WorkDrive can help manufacturing businesses optimize back-office operations, improve efficiency, and boost profitability. Our product experts willLive webinar: 2024 recap of Zoho WorkDrive
Hello everyone, We’re excited to invite you to our year-end live webinar! This session will take you through the transformative features and updates we’ve introduced in Zoho WorkDrive this year, helping you streamline document management like never before.Live webinar: Explore WorkDrive's seamless integrations with key Zoho apps
Hello everyone, We’re excited to invite you to our upcoming live webinar, where we'll delve into the seamless integration of WorkDrive with other key Zoho applications! This is a fantastic opportunity to enhance your productivity and streamline your workflowsLive webinar: Getting the most out of WorkDrive in Zoho Workplace
Hello everyone, We’re excited to invite you to our upcoming live webinar, where we’ll explore how to maximize your use of WorkDrive as part of the Zoho Workplace bundle. This is a fantastic opportunity to elevate your productivity and streamline yourLive webinar: Mastering data migration, organization, and team collaboration
Hello everyone, We’re excited to invite you to our upcoming live webinar! Discover how to seamlessly migrate your data, optimize file organization, and boost team collaboration using Zoho WorkDrive’s powerful features. This is a fantastic opportunityBARCODE PICKLIST
Hello! Does anyone know how the Picklist module works? I tried scanning the barcode using the UPC and EAN codes I added to the item, but it doesn’t work. Which barcode format does this module use for scanning?Join our live webinar: Explore the WorkDrive TrueSync application!
Hello everyone, We are thrilled to invite you to a live webinar focused on mastering the WorkDrive TrueSync application. Discover how to seamlessly sync your content between the cloud and your computer, ensuring smooth and efficient file management. OurBug tracking
Hi, does anyone know how to track errors during picking or packing? This way I can keep track and see how to improve and prevent errors in this area.Can the Product Image on the Quote Template be enlarged
Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! ThanksZoho Creator customer portal limitation | Zoho One
I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)Script Editor not an option
I am trying to apply a script to a sheet and Script Editor is not an option. I don't want to go outside Sheets to do this (like Creator) if it can be done inside Sheets.Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates
Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now useEnvio de mails
Hola! No puedo enviar mails pero si recibirlos. No se como solucionarlo! Mi dominio es chidobebes.com.arERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer
In my email configuration: The domain's MX Records are pointed to Zoho The domain's SPF Records have been pointed out successfully DKIM is enabled. DMARC Record is pointed for the domain. The domain name is digioorja.in. Still facing the issue of Error:This Operation has been restricted. Please contact support-as@zohocorp.com for further details
l tried to verify my domain (casalimpaeperfumada.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details.SLOW EMAILS
Is there an issue with the Zoho server? For two days now I've been having issues with very long buffering. Please advise. Thank you.POP3 authentication error - SOLVED
Just in case others are as forgetful as me ... As Zoho has changed the POP server for personal and free organisational users, I needed to change the POP server on my email client. This failed persistently but eventually I remembered that I had chosenSolution to Import PST File into Office 365.
MailsDaddy OST to Office 365 Migration Tool is an outstanding solution to recover OST files and migrate them into Office 365 without any hassle. Using this software users can multiple OST files into Office 365 with complete data security. It offers usersAdd Zoho One Groups/Departments to Shared Mailbox Access
Hi, I hope you're doing well. Currently, in Zoho Mail, I can manually add specific users or the entire organization to a shared mailbox. However, there is no option to add Zoho One groups or departments. Feature Request: We would like the ability to assignAllow Filters with Only Special Characters in Zoho Mail
Hi Zoho Mail Team, I hope you're doing well. We have noticed that currently, Zoho Mail does not allow creating filter criteria using only special characters, such as = or #. However, there are scenarios where such a filter is necessary. For example: FilteringHow to save email as PDF?
I saw 2 previous threads about this. One is from 14 years ago. The other was closed as "answered" a year ago but the feature was never implemented: https://help.zoho.com/portal/en/community/topic/how-to-download-save-emails-as-pdf Is the "save as PDF"Flexible plans
Hi, I have a Workplace Standard subscription. On Zoho's website, it mentions that with the annual plan it's possible to have multiple plans under the same organization—for example, Workplace Standard and Mail Lite. However, I can’t find a way to do thisWeekly Tips : Teamwork made easy with Multiple Assignees
Let's say you are working on a big project where different parts of a single task need attention from several people at the same time—like reviewing a proposal that requires input from sales, legal, and finance teams. Instead of sending separate remindersCannot give public access to Html Snippet in Zoho Creator Page
Hi, I created a form in Zoho Creator and published it. The permalink works but I want to override the css of the form. (style based URL parameters is not good enough) So I created a page and added an Html snippet. I can now override the css, which isWeekly Tips : Customize your Compose for a smoother workflow
You are someone who sends a lot of emails, but half the sections in the composer just get in your way — like fields you never use or sections that clutter the space. You find yourself always hunting for the same few formatting tools, and the layout justUnable to confirm Super Admin assignment — confirmation button not working
I’m trying to change the roles within my organization. I am currently a super admin and would like to add another user as a super admin. When I attempt to confirm the action, a screen appears asking for my password to verify my identity. However, whenInstalling EMAIL Setup in New Domain
Respected Support team, I'm facing an issue with cloudflare in Pakistan, I want to setup Zoho Mail Setup but I Don't know how to enable Zoho mail setup without cloudflare. My Website https://stumbleguyzzapk.com/, https://fakservices.com/ is using CF,Next Page