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
Biometric Access Support on Zoho Vault Desktop App
Is there any plans to add biometric authentication (fingerprint, face recognition) for Vault desktop apps (Windows/macOS) to enhance security and ease of access. I would love to hear other members view on thisZoho Sheet for Desktop
Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?Zoho Sheet - Desktop App or Offline
Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.Collective-booking event not added to all staff calendars
We assign two staff to certain events. When the client books this event, it adds it to one staff calendar (the 'organiser') but not the other. How can I ensure all staff assigned to a collective booking get the event in their calendar? (A side note: itProject Management Bulletin: October, 2025
Every need leads to innovation. Project Management tools were developed out of sheer necessity to drive large projects. With wide usage, the specifications grew precise, and so did the refinement. Over years we’ve crafted one of the best project managementZoho Sheets saying locked when not locked
Zoho Sheets won't let me add more rows to sheet because it's saying the sheet is locked, but the sheet is not locked. I tried using a different browser but I still have the same issue.Identifying and Merging Accounts with Similar (Non-Exact) Names
Hello everyone, I’m aware of the built-in deduplication feature in Zoho CRM that allows merging records with exactly matching values for selected fields. However, I’m running into a situation where our migrated data contains multiple variations of theOption for super admin to recover the deleted chats in Zoho Cliq
Currently, in Zoho Cliq, if a user accidentally deletes their chats, there is no option for the Super Admin to recover or view those deleted messages. I believe it would be helpful if Super Admins had a recovery option, perhaps within a certain time frame,Zoho CRM iOS app updates: the Homepage, Zoho Survey integration, and support for multiple file uploads in subform
Hello everyone! The Zoho CRM mobile app continues to evolve to bring you a smoother and more powerful CRM-on-the-go experience. We're excited to share some important updates now available in the iOS app. Here's what's new: Homepage support Zoho SurveyI am trying to integrate my module in sandbox environment to add data via API
I went through the documents and tried to setup the API for adding the module via the api but the problem is the token setup is done on "https://accounts.zoho.in/oauth/v2/token" domain and the bulk write is done on "https://content.zohoapis.com/crm/v8/upload"Setting up primary mobile number.
Hi Sir Earlier I joined IIFL team and got an organizational email of zoho services. Later i quit and now my account is deactivated with IIFL but i am unable to link my mobile number to my own email id with zoho.Zoho sheet for desktop
Hi is zoho sheets available for desktop version for windowsTables 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?Guided Conversations - Ticket Creation
Hi there, Using Guided Conversations to Take Customer Data and apply it into a Support Ticket for internal use, Is there a way to take multiple Textual Variables Inputs (A series of questions), and have the answers all appear in the Description of theHow to send certain invoices for Approval based on condition?
To streamline operations, I need the invoices to go for approval when certain conditions are met. For example, if my staff gives a discount of x amount, it must go for approval. If there is no discount, then the invoice will be approved automatically.Unable to continue payment
Hi, I want to make a payment for my email subscription, but I cannot proceed with the payment because my NITKU is invalid. In Indonesia, the NITKU consists of 22 digits, but Zoho only provides 20 digits, causing my NITKU to be invalid. Please help meIs there a way to show contact emails in the Account?
I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detailMassive spam pretending to come from our address – is this a Zoho security issue?
Hi, We’ve been receiving more and more suspicious emails lately — many of them clearly look like scams. But yesterday, we got an email that appeared to be sent from our own address, which was very concerning. We're starting to wonder if this might beCant recieve mails
I’m having an issue with my external IMAP account not fetching any emails into Zoho Mail, even though the connection test says “Success”. I can send, if someone sends an email to me. my original directory (home.pl host) recieves it in their portal butZoho Sheet Autofit Data
While using Autofit Data function in Zoho Sheets with Devnagri Maratji or Hindi Fonts, a word or a number, it keeps couple of characters outside the right side border.Enhancements to finance suite integrations
Update on the migration (October 28, 2025): Starting this week (October 29 tentatively), we’ll begin migrating Zoho CRM users to Zoho Books as integration users. This means actions will now run under each user’s own Zoho Books access, instead of the admin’s.Edit 'my' Notes only
The permissions around Notes should be more granular, and allow to user to be able to edit the notes he created only. The edit Notes permission is useful as it allows the user to correct any mistakes or add information as needed. However, with this sameHow do I filter contacts by account parameters?
Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information alreadyJob Alerts for Candidates
hi All, I have 2 questions relating to sharing job details with candidates. 1. is there a way to notify candidates that meet certain criteria of current jobs available? eg. I run a candidate search, and identify 50 candidates that might be suitable. CanAdd multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesmanEnhancing Task Accuracy: Automatically notify the owners upon Task duplication.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. The requirementShow/ hide specific field based on user
Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it justWhere are Kanban swimlanes
So i've been playing with Zoho Projects Kanban view a bit more. It appears that task lists are being used as the Kanban columns, which makes sense from the implementation point of view but not the logical one. Kanban columns are statuses that a task can flow through, while a task list has been a logical way to organize related tasks and relate them to a mislestone. In other words a task in a particular task can go through several stages while remaining in the same task list. After doing some researchTip 19: How to display images in Pages using ZML snippets
Hi folks, We're back with another tip on how to use Zoho Markup Language (ZML) to create interactive pages in Zoho Creator. You can use ZML snippets to add various kinds of components to your pages and structure them in meaningful ways. That's not all, though—using ZML you can ensure your application is automatically compatible with all kinds of devices without any inconsistencies. We often get questions from users about how to invoke Deluge scripts within ZML code. Here's a simple use case for addingCan zoho swign format block text spacing automatically when prefilled from zoho crm?
I'm sending zoho sign template from zoho crm, so that zoho crm pre-populates most fields. I have existing pdf documents that i am having signed. I have no ability to change the pdf documents, they are standardized government forms. The problem I am facingZoho Inventory / Finance Suite - Add feature to prevent duplicate values in Item Unit field
I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.Reference lookup field values in Client script
hello all, I'm using a "ZDK.Apps.CRM.Products.searchByCriteria" function call, which is returning the matching records correctly; however, one of the fields is a lookup field which I need the associated data. I believe there is a way to get this dataIn App Auto Refresh/Update Features
Hi, I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users. The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps. I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With theEvery time an event is updated, all participants receive an update email. How can I deactivate this?
Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happeningHow can I filter a field integration?
Hi, I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.How to implement new online payment gateway?
Hello, Can you tell me how to proceed to implement my local payment gateway? DIBS has an open avaiable API that should be easy to implement into ZOHO BOOKS. http://tech.dibspayment.com/dibs_payment_windowZoho CRM - Portal Users Edit Their Own Account Information
Hi Community, I'm working on a client portal and it seems like the only I can make the Account record editable to the Contact, is if I add another lookup on the Account to the Contact record. Am I missing something as the account already has a list ofI’ve noticed that Zoho Sheet currently doesn’t have a feature similar to the QUERY formula in Google Sheets or Power Query in Microsoft Excel.
These tools are extremely helpful for: Filtering and extracting data using simple SQL-like queries Combining or transforming data from multiple sheets or tables Creating dynamic reports without using complex formulas Having a Query-like function in ZohoConnecting Zoho Mail with Apollo.io
Hi, I am trying to connect my Zoho Mail account with my Apollo.io account to start sending cold email for prospecting purposes. I have activated the IMAP setting but I am still unable to connect to the Apollo account. I am using my email credentials butWhere does this report come from in the Zoho One ecosystems?
Is this directly from MA, Analytics or ??? ???Next Page