What's New this May 2020 in Zoho Invoice?

What's New this May 2020 in Zoho Invoice?

Hello, everyone!


We've spent the last month working on a slew of new features and enhancements for Zoho Invoice. This includes much-awaited features such as multiple GSTINs for the Indian edition and setting a revenue budget for projects. Here's a run-through of what's new this May.

Manage multiple branches and GSTINs (Indian Edition)

As your business grows, you might have different branches both within and across states in India. Depending upon your business type, each of these branches might have the same GSTIN or different ones. We are happy to announce that all of this can now be captured in Zoho Invoice. This means that you can now handle invoicing for multiple GSTINs in a single organization! 

​With this feature, you can:
  • Add multiple GSTINs under GST Settings.
  • Create branches and associate a GSTIN for each of them.
  • Associate a unique transaction series for each branch.
  • Choose a branch when creating a transaction.
  • Get an overview of the GST Return status for each GSTIN.
  • Analyze the performance of each branch separately.
Admins can enable this feature from Settings > Branches > Enable Branches. A branch named Head Office will be created by default with your organization's GSTIN and existing transactions. You can click Add Branch to add a new branch's details. Read more.

Note: This feature is available only in the Professional plan of Zoho Invoice.



View transactions for items contextually

When creating a new transaction, you can now view the selected item's previous transactions in a sidebar. This way, you can check the different prices the item was previously sold at and set its current price accordingly. To get a clearer picture, you can filter this list of transactions based on the transaction type, status, and the selected customer.

To view this: Create a new transaction > Select an item for it > Click the more icon next to the item name > Select View Item Details.



Allow users to skip digital signature

If you have integrated your organization with Zoho Sign, you can now decide if you want to make a digital signature optional for invoices and estimates. When you enable this option, users with sign permission can choose to skip signing documents, and send them to customers without a digital signature.

To do this: Go to Settings > Integrations > Zoho Apps > Click Show Details near Zoho Sign > Click Edit > Enable the Allow your users to skip signature for sending Invoices/Estimates option.



Set revenue budgets for projects

Setting a budget helps you to keep track of your business's cash flow and make better decisions. We have introduced the option to set a revenue budget for your projects in Zoho Invoice. Using this, you can track the budget amount and compare it with the actual amount earned from the project.

To set this: Go to Timesheet > Click + New Project > Enter the amount in the Revenue Budget field.

Note: The revenue budget will be recorded in your customer’s currency.



Generate the Revenue Summary report

As part of the previous feature to add a revenue budget for a project, we have also provided the option to view the summary of each project's revenue. In this report, you can compare each project's actual revenue against the set revenue budget. You can customize this report by selecting a date range, adding filters, or choosing the columns to be displayed. You can also drill down to see the list of transactions that brought in the revenue.

To view this report: Go to Reports > Projects and Timesheets > Projects Revenue Summary.



We're not done yet! We've made a couple of updates to our Android, iOS, and Windows app as ​​​​well. For the full list of updates, head over to our release notes.

We understand that this is a tough time for businesses. We have put together a list of resources that we hope can help you persevere through this crisis. You can also check the relief initiatives provided by Zoho. And as always, you can reach out to us at support@zohoinvoice.com for any assistance.


Regards,
Lavanya
The Zoho Invoice Team






    • Sticky Posts

    • Zoho Invoice: Playing Back 2023

    • What's New in Zoho Invoice - Q3 2023

      Hello everyone, We're back with several updates and enhancements to make your invoicing experience better. Read the post below to discover what's new. Stripe Recurring Payments (India Edition) If you have integrated with Stripe, you can use it to collect

    • Recent Topics

    • Is Zoho Sheet available for Linux ?

      Is Zoho Sheet available for Linux ?

    • Offline support for mobile app

      Accessing your files and folders from your mobile devices is now quicker and simpler, thanks to the power of offline support. Whether on an Android or iOS device, you can use the Offline function to save files and folders, so you can review them even

    • Zoho Sheet for Desktop

      Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

    • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

      Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

    • BUTTONS SHOWN AS AN ICON ON A REPORT

      Hi Is there any way to create an action button but show it as an icon on a report please? As per the attached example? So if the user clicks the icon, it triggers an action?

    • Dropshipping Address - Does Not Show on Invoice Correctly

      When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being

    • RFQ MODEL

      A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books

    • Will zoho thrive be integrated with Zoho Books?

      title

    • Product Updates in Zoho Workplace applications | August 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this August. Zoho Mail Delegate Email Alias Now you can let other users send emails on your behalf—not just from your primary

    • Notebook audio recordings disappearing

      I have recently been experiencing issues where some of my attached audio recordings are disappearing. I am referring specifically to ones made within a Note card in Notebook on mobile, made by pressing the "+" button and choosing "Record audio" (or similar),

    • Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked

      Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this please

    • Want to use Zoho Books in Switzerland. CHF support planned?

      Hi, We're a Swiss company using other Zoho suite software and I discovered Zoho Books and other accounting SaaS when looking for an accounting tool. Do you intend to cover Switzerland and CHF based accounting anytime soon? Roy

    • Zoho sheet desktop version

      Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.

    • Weekly 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 reminders

    • Best way to share/download presentation files in Zoho without losing formatting?

      Hello Zoho Community, I often work with PPT/PDF files in Zoho Docs and share them with colleagues. While PDFs usually give a direct download option, I’ve noticed that PPT/PPTX files sometimes only open in the viewer without a clear download link. Is there

    • Celebrating Connections with Zoho Desk

      September 27 is a special day marking two great occasions: World Tourism Day and Google’s birthday. What do these two events have in common (besides the date)? It's something that Zoho Desk celebrates, too: making connections. The connect through tourism

    • What is Resolution Time in Business Hours

      HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistance

    • Upload API

      I'm trying to use the Upload API to upload some images and attach them to comments (https://desk.zoho.com/DeskAPIDocument#Uploads#Uploads_Uploadfile) - however I can only ever get a 401 or bad request back. I'm using an OAuth token with the Desk.tickets.ALL

    • How use

      Good morning sir I tried Zoho Mail

    • Adding Overlays to Live Stream

      Hello folks, The company I work for will host an online event through Zoho Webinar. I want to add an overlay (an image) at the bottom of the screen with all the sponsors' logos. Is it possible to add an image as an overlay during the live stream? If so,

    • Email Sending Failed - SMTP Error: data not accepted. - WHMCS Not sending emails due to this error

      I have been trying to figure out a fix for about a week now and I haven't found one on my own so I am going to ask for help on here.  After checking all the settings and even resetting my password for the email used for WHMCS it still says: Email Sending Failed - SMTP Error: data not accepted.  I have no clue how to fix it at this point. Any insight would be lovely. 

    • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

      Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?

    • Zoho Flow - Update record in Trackvia

      Hello, I have a Flow that executes correctly but I only want it to execute once when a particular field on a record is updated in TrackVia. I have the trigger filters setup correctly and I want to add an "update record" action at the end of the flow to

    • Add Comprehensive Accessibility Features to Zoho Desk Help Center for End Users

      Hello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request to enhance the client-facing Help Center in Zoho Desk with comprehensive accessibility features, similar to those already available on the agent interface. 🎯 Current

    • Rename Record Summary PDF in SendMail task

      So I've been tasked with renaming a record summary PDF to be sent as part of a sendmail task. Normally I would offer the manual solution, a user exports the PDF and uploads it to a file upload field, however this is not acceptable to the client in this

    • in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Q

      in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Quantity Returned\ pls check the recording fetch_salesorder

    • Estimates with options and sub-totals

      Hi It seems it would be great to be able to show multiple options in an estimate. For instance I have a core product to which I can add options, and maybe sub-options... It would be great to have subtotals and isolate the core from the not compulsory items. Thanks

    • Optional Items Estimate

      How do you handle optional items within an estimate? In our case we have only options to choose with. (Like your software pricing, ...standard, professional, enterprise) How can we disable the total price? Working with Qty = 0 is unprofessional....

    • Important Update : Zendesk Sell announced End of Life

      Hello Zendesk users, Zendesk has officially announced that Zendesk Sell will reach its End of Life (EOL) on August 31, 2027 (Learn more). In line with this deprecation, Zoho Analytics will retire its native Zendesk Sell connector effective October 1,

    • Zoho Sheets

      Hi, I am trying to transition into Zoho sheets, I have attached the issues encountered. Server issues, file trying to upload for more than 30 mins, even once uploaded my data aren't loaded. Simple calculations are not working I have attached the sample.

    • Zoho CRM + Zoho FSM : alignez vos équipes commerciales et techniques

      La vente est finalisée, mais le parcours client ne fait que commencer ! Dans les entreprises orientées service, conclure une vente représente seulement la première étape. Ce qui suit — installation, réparation ou maintenance régulière — influence grandement

    • Top Bar Shifting issue still not fixed yet

      I mentioned in a previous ticket that on Android, the top bar shifts up when you view collections or when you're in the settings. That issue still hasn't been fixed yet. I don't wanna have to reinstall the app as I've noticed for some reason, reinstalling

    • Power of Automation:: Automate the process of updating project status based on a specific task status.

      Hello Everyone, Today, I am pleased to showcase the capabilities of a custom function that is available in our Gallery. To explore the custom functions within the Gallery, please follow the steps below. Click Setup in the top right corner > Developer

    • ZOHO SHEETS

      Where can I access desktop version of zoho sheets? It is important to do basic work If it is available, please guide me to the same

    • Attention API Users: Upcoming Support for Renaming System Fields

      Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label properties

    • Billing Management: #3 Billing Unbilled Charges Periodically

      We had a smooth sail into Prorated Billing, a practice that ensures fairness when customers join, upgrade, or downgrade a service at any point during the billing cycle. But what happens when a customer requests additional limits or features during the

    • No bank feeds from First National Bank South Africa since 12 September

      I do not know how Zoho Books expects its customers to run a business like this. I have contacted Zoho books numerous times about this and the say it is solved - on email NO ONE ANSWERS THE SOUTH AFRICAN HELP LINE Come on Zoho Books, you cannot expect

    • Citation Problem

      I had an previous ticket (#116148702) on this subject. The basic problem is this; the "Fetch Details" feature works fine on the first attempt but fails on every subsequent attempt, Back in July after having submitted information electronically and was

    • Open Sans Font in Zoho Books is not Open Sans.

      Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real

    • Failing to generate Access and Refresh Token

      Hello.  I have two problems: First one when generating Access and Refresh Token I get this response:  As per the guide here : https://www.zoho.com/books/api/v3/#oauth (using server based application) I'm following all the steps. I have managed to get

    • Next Page