What's New in Zoho Invoice | Jan - Apr 2024

What's New in Zoho Invoice | Jan - Apr 2024

Hello everyone,
We're glad to meet you with the latest set of feature updates made to Zoho Invoice from January to April. Keep reading to learn more about them.

You'll learn more about the following feature updates: 

Safaricom M-PESA Integration [Kenya Edition]

The Safaricom M-PESA integration is now available in Zoho Invoice. You can set up the integration and receive payments in the KES currency from your customers. M-PESA is a digital mobile payments service in Kenya that lets you seamlessly process payments using e-wallets.

To set up the integration, go to Settings > Online Payments. Navigate to the Alternate Modes section and click Set up Now near Safaricom M-PESA.


Simple Calculator Support in Rate Fields
You can now perform basic calculations directly in the Rate field in transactions using parentheses ( ) and the arithmetic operators + - / *. This is helpful when you need to make quick tax deductions before entering item rates in transactions. Note that the calculations follow the BODMAS rule.

Show SAT Item Details in Transaction PDFs [Mexico Edition]
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.

To access this preference, go to Settings > PDF Templates. Select a template and click the Table section. Here, you can select the SAT fields and customize them as required.


Update Your Organisation's MSME Details in Zoho Invoice [India Edition]
If your organisation is registered as an MSME, you can add its MSME details and display the MSME/Udyam Registration Number in your transaction PDFs to stay compliant with section 43B(h) of the Finance Act 2023.

The Government of India introduced the Micro, Small, and Medium Enterprises Development (MSMED) Act, 2006 aiming to promote the growth of MSMEs. Following this, as per Section 43B(h) of the Finance Act of 2023, MSME-registered businesses must receive payments within 45 days from the date of purchase to prevent tax liabilities.



Display a UPI QR Code in Invoice PDFs [India Edition]

You can now allow your customers to easily scan a UPI QR code and make payments for invoices. Note that you'll need to record received payments manually if you enable this option.

To configure a UPI QR code, go to Settings > Invoices > Invoice QR Code. Enter the required details and click Save.


Split and Record Offline Payments for Invoices
You can now split and record a single invoice payment, adding up to three split payments with different payment methods. You can do this only when recording a payment during invoice creation. This feature comes in handy when you receive offline payments for your invoices via different payment modes. 

To add a split payment, go to Invoices from the sidebar. Select the [] I have received the payment checkbox during invoice creation.


Create Organizations With ZiG As the Base Currency
You can now create organisations with ZiG (Zimbabwe Gold) as the base currency, and create transactions in ZiG for your customers in Zimbabwe. If required, Global edition organizations can change their base currency and transact in ZiG with their customers. ZiG is the newly-launched gold-based currency by the Reserve Bank of Zimbabwe.

To create a new organization, click the Organization Slider in the top band. Select Manage, and click + New Organization. Select Zimbabwe for Organization Location, and ZiG for Currency. 


Alipay Payment Method via Stripe

We've introduced Alipay as a payment method via Stripe. Alipay is a popular digital wallet that is widely used in China. You can set up Alipay and receive payments in the CNY currency. Additionally, you can also receive payments in AUD, CAD, EUR, GBP, HKD, JPY, SGD, MYR, NZD, and USD currencies based on your business's location. Note that you will need to enable this payment method in your Stripe account as well.

The Stripe integration is available in these editions: United States, United Kingdom, Canada, Australia, Global and India. 

To enable this payment method, go to Settings > Online Payments > Stripe > Advanced Settings.


Other Enhancements
VAT Exempt and Out of Scope Options for VAT [United Kingdom Edition]
If your customer's Tax Treatment is United Kingdom, you can select their VAT as either VAT Exempt or Out of Scope.


Export Delivery Challans [India Edition]
You can now export the delivery challans you've created as a single file. You can also set a password to protect the exported file, if required.



The Zoho Finance Workshop
Zoho Invoice is a part of the Zoho Finance Suite, which includes apps that help streamline business's finances and operations. Join our two-day workshop on the Zoho Finance Suite and explore an interactive line-up of product sessions, schedule one-on-ones, and more.

Visit this page for more details.



We update our mobile apps regularly, so visit the App Store, Google Play, or Microsoft Store to ensure you're on the latest version.

That's it from us for the latest product updates! We hope the latest enhancements are helpful for your business. You can also visit the What's New timeline for byte-sized information about our previous feature updates and enhancements.

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

    • Group by Owner/ Owner Kanban /Group by Custom Field

      Hi, We are missing the option of viewing Tasks grouped by their owner, as it is an essential function for us to manage our employees' working tasks. We find it hard to inspect what are the tasks that our employees are working on.  We are seeking an option

    • Flow using way too many tasks

      I built a flow that is using way too many tasks for what it is doing. I reached out to support a week ago but never heard back so hoping the community can help. Does a filter count as a task? I am seeing tons of records filtered with < 1 Sec Time Taken

    • Regarding the integration of Apollo.io with Zoho crm.

      I have been seeing for the last 3 months that your Apollo.io beta version is available in Zoho Flow, and this application has not gone live yet. We requested this 2 months ago, but you guys said that 'we are working on it,' and when we search on Google

    • Start Workflow from Deluge Script

      I have developed a customized process from our CRM that leverages a deluge script to create a statement of work document. Once the document has been created via the merge and store function, I would like the ability to start a workdrive review & approve

    • Saved Sections?

      In sites editor, the + button reveals options to add a section, element, etc. It includes Saved Sections, but I can find no way to save a section I've already created. Otherwise, is there a way to copy a section from one page to another?

    • Marketer's Space: Unable to select a sender address? Here's the fix

      Hello Marketers, Welcome back to yet another post! So you've added a sender address in Zoho Campaigns and later found that you're not able to select it while creating an email campaign. Has this ever happened to you? If so, don't worry—you're not alone.

    • Loading Project Balances in ZOHO Books for each project

      Hello, What is the best method for loading project balances actual and budget into ZOHO books to provide tracking to our project managers. We have projects and federal awards (also treated as projects) which span multiple years. We are converting from

    • Scale up your writing style with content analysis tool in Knowledge Base

      Hello everyone, Sometimes writers may have strong knowledge about the subject but may find it challenging to articulate clearly or produce comprehensible, jargon free content. To make the process easier and to ensure consistent, high-quality articles,

    • Zoho Books "Update" Trigger for Zapier?

      Hi Zoho Team, I've been in talks with Zapier about using their services to connect my Zoho Books account to various apps, but I require an additional trigger beyond the "New" trigger. I require an "Update" trigger, which will allow me to filter and create Zaps only when certain conditions are fulfilled on the Zoho Books end before I automate a separate app. Specifically this will help me create invoices in QuickBooks Online only when payments are recorded in Zoho Books, rather than when a new invoice

    • How to prevent editing of closed tickets in Zoho Desk?

      I would like to confirm whether it is possible to completely prevent agents from editing tickets once their status is set to Closed. Is there any configuration, permission, or best practice in Zoho Desk to ensure that closed tickets remain read-only and

    • Zoho Desk Limitations

      Good day, all, I would like to know whether others share my frustration with some of Zoho's limitations. Don't get me wrong, I like Desk (and I also have a subscription for Analytics), I have been with them for close to 10 years, and unfortunately, I

    • New Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link

      I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe link

    • how to undoreconciled transaction

      how to undo reconciled transaction

    • Zoho Sign for Zoho Projects

      Documents authorization and validation with signature is now easier in project management with Zoho Projects' Zoho Sign extension. Sign documents or send them for signatures directly from tasks and issues using Zoho Sign extension in Zoho Projects. Extension

    • Deluge Learning Series – Best Practices in Deluge | December 2025

      We’re excited to bring you the next session of the Deluge Learning Series, focused entirely on writing cleaner, faster, and more reliable Deluge code. In this edition, we’ll dive deep into the essential best practices every Deluge developer should follow

    • Associate a Contact to a Campaign using deluge?

      If I want to add one record to another related list, which zoho function do I use? zoho.updateRelatedRecord is not it I don't think.  I simply want to take a "Contact" and associate it to a "Campaign" using deluge.  Can anyone help? contactId = 5122008000000796037;

    • Add "Groups" above "Users" in the Zoho Forms Left Menu

      Hi, We have Groups but you have to go to a Form and Share or use the Directory App to manage them, please add "Groups" above "Users" in the Zoho Forms Left Menu so you can manage them in 1 place within Zoho Forms too. Thanks Dan

    • Zoho Books | Product updates | October 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple

    • Adding Taxes to paid consultations in Zoho Bookings

      I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,

    • Zoho CRM Reports Module on Mobil App

      I have the mobile app and the reports module doesn't appear in the sidebar for some reason. I saw a Youtube video where the user had the Reports module on mobile. Is there a setting to show it on mobile? Thanks.

    • Inquiry on Help Centre Tab Customisation

      Hi Zoho team, I’m wondering if it’s possible to further customise the Help Center tabs, specifically the descriptions under Knowledge Base, Community, and Tickets. While the current setup allows customising tab names, being able to tailor the descriptions

    • Passing a form object to a function

      Suppose I have a sort_order field in multiple tables and I want to increment it by +1 onCreate of a new record. Is there a way to pass the form object as an argument into the function to keep things DRY? The following function from Zia works, but I'd

    • Can you copy and paste a page within a form?

      I have been looking at trying to copy/duplicate a whole page within a form. I can't see how I can do this without having to add all the data in again. This is very time consuming. Any help would be great.

    • Unable to sort as Descending order

      Trying to change the sort order for a lookup field (checkboxes) from Ascending to Descending and keep getting an error in Deluge that the order must be Ascending Did anyone ran into this? Thanks Eyal

    • How do I copy an email message to one or more other folders?

      I can move a message to another folder using the "move to" option but I can't figure out how to copy a message. 

    • New feature request: Allow copy of email message to another folder

      Hello Zoho team, This is a suggested new feature to allow copy an email message to either another folder or the same folder. Within the same Zoho account. This is not a support request about "label". This is a suggested new feature to allow copies of

    • Creator Simplified #11: Create a custom button to download files

      Hey there! This time, let's see how to create custom buttons to download the files uploaded in the file upload field. Sample use-case A training app has a module that provides the materials for all the available courses. Students can click on the corresponding

    • Hide horizontal lines at bottom of form

      Hi I have a page with 3 forms embedded in html snippets. On each of the forms I can hide the submit button easily but I am left with the horizontal lines that bound that section and I cannot figure out to remove them (see below for the two sets of horizontal

    • Autosaving of Form Field

      HI can anyone suggest a way of autosaving or simulating an autosave function for a specific field in a form. The story is as follows. I have a bunch of technicians who write notes on how they do a repair. Sometimes they write for a couple of hours the troubleshooting process. If they click incorrectly, press ESC, Cancel or the browser crashes the information is lost which can be heartbreaking so my guys use notepad and then copy the information in. The only way around this is to click submit on the

    • Ask the Experts 26: Brighten every customer interaction with Zoho Desk all year long

      Hello everyone, Greetings and welcome to Ask the Experts 26. As we wrap up 2025, we are excited to invite you to the 26th episode of our Ask the Expert series. 🎄The Merry Metrics Edition = Best of Zoho Desk [Best Practices + Holiday Automation + Year-End

    • Pricing calculator

      Alright, so I'm trying to create a pricing calculator/pricing report generator to use in a cabinet shop. I did all the logic and such, and the calculator works. I have a few other things that I would need it to be able to do though, I'll do my best to

    • Bug Details

      In the Bug detail the milestoneid is missing

    • Is there a way to make a button scroll down?

      Looking to have a button on a landing page scroll down to another section on the page. Any recomendations outside of coding?

    • Stop completed task lists from disappearing?

      Is there any way to stop projects from making tasks lists disappear when all the tasks in the list are completed? That's one of those little things where we're constantly fighting the product. For instance we have some projects which are ongoing - no start and end date. We use Kanban view to show the various task lists. We don't want the kanban list to disappear every time the items on it happen to be closed out. Thanks

    • Allow customers to choose meeting venue and meeting duration on booking page

      My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these

    • Booking outside of scheduled availability

      Is there a way for staff (such as the secretary) to book appointments outside of the scheduled availability? Right now to do this special hours must be set each time. There should be a quicker way. Am I missing something?

    • Operation Questions.

      Hello, I hope you are well. To explain a little, we are a company that sells services and products with a technical team responsible for installation and maintenance. Zoho FSM can be useful for the technical team, namely for the technical coordinator

    • Update date & time when a cell is edited

      Hi All, I am desiring to have a cell update with the current date and time when another cell is edited. Any ideas?  Thank you

    • Add "Groups" to "Share With" on Reports & All Entries

      Hi, On Forms we can share Publicly, with Specific Users And/Or Specific Groups or All Users. With Reports and All Entries we lack the "Groups" option, please add this as with many users this saves a lot of work. Thanks Dan

    • Add Pause / Resume Option to Zoho Quartz Recordings

      Hi Zoho Team, We would like to request an enhancement to Zoho Quartz recordings: the ability to pause and resume an ongoing recording. Current Limitation: At the moment, when recording an issue with Zoho Quartz, the recording continues even when we are

    • Next Page