A Trip down the Memory Lane of Zoho Invoice's 2018
2018 has been a productive year for Zoho Invoice. We rolled out new product updates, enhancements, various integrations and we hope that these made your invoicing experience better. As we inch towards the final moments of this year, here are the highlights of some of the major product updates.
Transaction Approval:
Getting your transactions approved and then sending them to your customers is one way of error free invoicing. Using the Transaction Approval feature, transactions can be submitted for approval and once the approver approves it, the very same can be sent to your clients. You can assign your users as Submitters and Approvers based on their roles in your organization. A well validated transaction can never go wrong. So, if you're yet to try this feature, you can read through our help document and set it up.
GDPR
Being a cloud based software, safeguarding our customer's data is one of our prime responsibilities. To comply with GDPR, we made the following enhancements in Zoho Invoice.
Sensitive information will be stored as Personally Identifiable Information(PII) in Zoho Invoice. We have brought in an option to restrict/grant access to the sensitive information of your customers within the user level. You can select which of your users can have access to this while creating user roles link.
Users with this access can perform the following actions,
Encrypt and save a newly created custom field.
Export PII while exporting data pertaining to an entity.
To know more in detail, you can check out our help document.
Also, while deleting an organization in Zoho Invoice, we'll be listing out the integrations enabled in that organization. This is to let you know the third-party sites to which your data has been pushed from this organization.By deleting your organization, data which was stored as a result of that integration will not be deleted.
Zoho Invoice - Zoho People Integration
Zoho Invoice can now be integrated with Zoho People! With this integration, you could push all your employee time logs to Zoho Invoice. You can invoice your customers based on the time spent on each task by your employees. To know more details about this integration, you can refer to our
help document
.
Zoho Invoice - Zoho Mail Integration
Have your transactions and emails under one slab! Integrate your Zoho Invoice account with Zoho Mail and have a check on all your mail activities from your Zoho Invoice organization. This integration simplifies the process of attaching documents to your emails and you wouldn't miss on a single mail from your customer. To set this up, you can refer to our
help document
.
Client Approval for Time Entries
Using Client Approval, you can first send your time entries to your clients and once they approve, you can invoice the same. This would avoid last minute confusion and make your invoicing process an error-free one. If you're yet to try this one, click
here
to know the steps to set it up.
Web Tabs
The various tabs you open in your browser separately can be brought inside Zoho Invoice using our Web Tabs feature. No more switching tabs! Just enable this
feature
and have everything under Zoho Invoice.
Customer Credit Limit
Have a check on the credit your customer owes you setting a credit limit for your customers. It helps you to have a complete control over your company's receivables. Try this feature by referring to our help
document
.
In-App Notifications
The In-App Notification allows you to notify your users within the organization whenever a specific action occurs. You can set up a workflow that automatically sends out notifications. If you would like to try this out, here's our
help document
.
GSTR - 1 Filing (Indian Edition)
File your GST returns through Zoho Invoice! GSTR-1 can be directly filed from your Zoho Invoice account. If you would like to know in detail about how it works, here's our
help document
.
SMS Integration
You can now integrate Zoho Invoice with Twilio, a cloud based application that lets you send SMS notifications to your customers regarding payment reminders and invoices. Your clients will no longer have to dig into their emails! If you would like to try this out, refer to our
help document
.
This doesn't end here. We have a lot more enhancements which you can check in our What's New page.
That's all folks! We'll meet you at the other end of 2019 with further more new updates. May this 2018 have a happy ending and bring you a lot of happiness in 2019.
The Zoho Invoice team wishes you an amazing and a prosperous New Year :)
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Monisha
roydamillerbiz
Ray
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.
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Creator Offline
We had online access setup and working on our iphones. We have just set it up on an 'Android Tablet' and it is not downloading all the images? We use it to show customers our catalogue. Any ideas. Offline components all setup on both devicesEnable or disable any Field Rule!
Hello Zoho Forms Community, We are excited to announce a powerful new enhancement to Field Rules that gives you greater control and flexibility in managing your form logic! Previously, if you wanted to temporarily deactivate a field rule, you had twoMarketing Tip #20: Increase traffic with strong meta titles and descriptions
Meta titles and descriptions are what people see first on search results before they ever click through to your website. If your pages use generic titles or basic descriptions, you miss the chance to stand out, and search engines may not know which pageKanban view on Zoho CRM mobile app!
What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the givenNot able to delete a QC nor able to revert or create a cycle of manufacturing for QC failed Jobs
Not able to delete a QC nor able to revert or create a cycle of manufacturing for QC failed JobsDheeraj Sudan and Meenu Hinduja-How do I customize Zoho apps to suit my needs?
Hi Everyone, I'm Meenu Hinduja and my husband Dheeraj Sudan, run a business. I’m looking to tweak a few things to fit my needs, and I’d love to hear what customizations others have done. Any tips or examples would be super helpful! Regards Dheeraj Sudanis there any way to change the "chat with us now" to custom message?
is there any way to change the "chat with us now" to custom message? I want to change this textDeprecation Notice: OpenAI Assistants API will be shut down on August 26, 2026
I recieved this email from openAI what does it means for us that are using the integration and what should we do? Earlier this year, we shared our plan to deprecate the Assistants API once the Responses API reached feature parity. With the launch of Conversations,Capture Last check-in date & days since
I have two custom fields on my Account form, these are "Date of Last Check-In" and "Days Since Last Contact" Using a custom function how can I pull the date from the last check-in and display it in the field "Date of Last Check-In"? and then also display the number of days since last check-in in the "Days SInce Last Contact" field? I tried following a couple of examples but got myself into a bit of a muddle!Subscriptions for service call
So we install products and we want to offer a service contract for the customers yearly service calls to be billed monthly. So ideally at some point we want to email them a quote for their needs. WE will choice it our end based on the equipment. It wouldConnection to other user
Zoho Cliq handles sharing of Custom OAuth Connections that require individual user logins.How to invite friends on other social media platforms to one of my group chats in arattai?
Hello, I have formed chat groups in arattai. I want to invite my friends on other social media platforms like WhatsApp/ FB to one of my groups. Different friends would be invited to different groups. How to share an invite link of one of my groups toZoho Books (UK) needs to be able to submit a CT600 CTSA return
As well as a VAT Return, most (if not all) small businesses have to submit a CT600 Corporation Tax Self-Assessment. There are many providers who do this (like Xero) bujt not Zoho. Can you add this to the request list please? Many thanks SteveCliq does not sync messages after Sleep on Mac
I'm using the mac app of Cliq. When I open my mac after it was in sleep mode, Cliq does not sync the messages that I received. I always have to reload using cmd + R, which is not what I want when using a chat application.Function #2: Create a Deal in Zoho CRM when an Estimate is created in Zoho Books
For those who use Zoho CRM integrated with Zoho Books, here's a nifty function that helps you optimize your sales process by adding a Deal in Zoho CRM whenever an estimate is created in Zoho Books. Custom Function: To create the custom function, go toSet expiration date on document and send reminder
We have many company documents( for example business registration), work VISA documents. It will be nice if we can set a expiry date and set reminders ( for example 90 days, 60 days, 30 days etc.,) Does Zoho workdrive provide that option?Analytics : How to share to an external client ?
We have a use case where a client wants a portal so that several of his users can view dashboards that we have created for them in Zoho Analytics. They are not part of our company or Zoho One account. The clients want the ability to have user specific,Payroll and BAS ( Australian tax report format )
Hello , I am evaluating Zoho Books and I find the interface very intuitive and straight forward. My company is currently using Quickbooks Premier the Australian version. Before we can consider moving the service we would need to have the following addressed : 1.Payroll 2.BAS ( business activity statement ) for tax purposes 3.Some form of local backup and possible export of data to a widely accepted format. Regards Codrin MitinZoho Desk API - Send Reply to CUSTOMERPORTAL
Hello! I'll try to send a reply to Customer Portal, But the response is 500 (INTERNAL_SERVER_ERROR in service response). {"Error":"{\"errorCode\":\"INTERNAL_SERVER_ERROR\",\"message\":\"An internal server error occurred while performing this operation.\"}"}Issue with open-rate reporting in Zoho Campaigns
Hello, Since yesterday I’ve been experiencing an issue with the open-rate reports in Zoho Campaigns. The campaigns I send appear in the reports as if none of the emails have been opened, even though I know they have. To verify this, I replicated the campaignBest practices for managing Project Charters, Business Case and RAID logs within Zoho?
Hello everyone, I’m currently refining our PMO setup within Zoho Projects and I’m curious how others are handling high-level governance documentation. We’ve been using the standardized Project Charter, Business Case and RAID frameworks from projectmanagertemplate.comIs It Possible to Convert a Custom Module to a Quote?
I recently created a custom module in our CRM environment for RFQs so that our sales team can submit quote requests directly in Zoho rather than by email/phone. This allows for a cleaner overall process, minimizing potential errors and potentially encouragingProposal: Actionable API Error Messages to Reduce Support Ticket Volume
I've encountered a long-standing frustration with how Zoho Creator's API communicates errors to developers, and I'm hoping the Zoho team can address this in a future update. This issue has persisted for over 9 years based on community discussions, andAllocating inventory to specific SO's
Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which couldClosing the Loop: Why Lookup Asymmetry is Harming Data Integrity in Creator
TL;DR: Lookup fields allow users to add new related records inline via the "+" icon, but there's no equivalent ability to edit an existing related record without navigating away and losing form context. Adding a native "Edit" icon—with automatic Userusing the Client script on the load of the form if service no is empty means then i want to make issue relate to is Service
using the Client script on the load of the form if service no is empty means then i want to make issue relate to field is Service if Purchae no is empty means then i want to make issue relate to is PurchaseWork Order wont mark as Completed
I have a couple of work orders that won't mark as completed even when I've marked the Service Appointments as completed fully.Item name special charaters <>
Im trying to input speical characters such as < and > into item name and item description but comes up with following error: Invalid value passed for Item Name and Invalid value passed for Item Description How do i allow speical characters?Zoho Analytics Dashboard - How to hide the user filter
I am using the same dashboard template across different external clients and applying a user filter to the data by site URL. How can I hide the user filter in View Mode so the external client won't see the list of other clients in the drop-down menu?Kaizen #229: Email-Deal Associations in Zoho CRM
Hi All, Welcome back to another week of Kaizen! Emails are a core channel for customer communication in any CRM system. In Zoho CRM, emails can be associated with records across multiple modules. In this post, we will focus on email associations withAction Required: Update Microsoft SQL Server Security Settings Before February 2026
Dear Users, We recently deployed security updates in Zoho Analytics that inadvertently caused connection failures for a few customers using Microsoft (MS) SQL Server hosted on older Windows versions (Windows Server 2012, 2012 R2, and 2014). To restoreContacts limit in basic vs standard - what counts? Are customers contacts?
I’ve been using books for a number years for my small business. I only ever work with 20 clients at any given time. I do purchase services from a number of vendors to run my business, so there are some comtacts there too. I used to use the basic package,Automating Employee Birthday Notifications in Zoho Cliq
Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition ofCreate Tasklist with Tasklist Template using API v3
In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way toAbility to Set a Unified Tab Order/View for All Users in Zoho Projects
Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding tab/menu organization in Zoho Projects. Current Behavior: The tab (module) order in Zoho Projects is user-specific. Each user (internal or external)Task Order
Hello! I've recently switched to Zoho Projects and a long time user of MS Project, Asana and LiquidPlanner (which has recently been purchased) and I'm running into a frustration I'm hoping someone can assist with. It has to do with how tasks are orderedAutomating CRM backup storage?
Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,Vendor legal and DBA names for USA users
I would like to hear how Zoho Books users are handling DBA names in the vendor profile. If the Company name in the vendor profile has to be the legal name (line 1 of the W-9), whare are you entering the DBA name (the name that checks are made out to)Zoho Books API invoice email bouncing with 'relaying-issues' error
I have waited over 30 days for zoho books uk to assist with the following and i have had no replies or tickets erronously closed. The service has been terrible - very unlike zoho! So i am raising this here hoping that a community member can assist: Hello,Stop the Workarounds: We Need Native Multi-Step Forms
After over 17 years of community requests, I'm hoping the Zoho team can finally address the lack of native multi-page form support in Zoho Creator. This has been one of the longest-standing feature requests in the community, with threads spanning nearlyNext Page