Chronicles of 2024: The Year in Retrospect
As we close out 2024, let’s take a moment to highlight the new features and updates that have enhanced Zoho Invoice in 2024.
Among the exciting enhancements, we have launched a new AI-powered chatbot designed to assist you in understanding the app's features and answer all your queries regarding the app's capabilities.
Click the image below to explore key updates and enhancements in Zoho Invoice as our Virtual Assistant guides you through the highlights of the year. You can choose to view the updates via Virtual Assistant for a more engaging experience or read the detailed post for a more in-depth overview.
New Edition
Empowering South African Small Businesses
In 2024, we made a significant step forward with the launch of the South Africa edition, designed to support small businesses across the country. We've introduced features like VAT, HSN codes. Moreover, you can also add items as capital assets and apply domestic reverse charge to transactions.
Invoices
You Can Now Add Payment Forms to Transactions [Mexico]
Since it’s mandatory to include a payment form for every transaction, we’ve made it simple for you. With the Payment Form field, you can easily associate methods like cash, nominal checks, and more while creating invoices or credit notes.
Effortlessly Manage Split Payments
You can now conveniently split and record a single invoice payment, adding up to three split payments with different payment methods. This can be done only when recording a payment during invoice creation.
Refund Payments on Invoice with Ease
You can now refund the full amount received for an invoice. When you do, the invoice will be dissociated from the payment, and the refunded amount will automatically be created as a credit note.
Payments
Simplify Payments with Zoho Payments [India and US]
With Zoho Payments, you can securely collect payments from your customers. Simply go to Settings, configure it, and you'll be able to accept payments through multiple methods.
New Payment Methods Now Available via Stripe
Two new payment methods have been introduced via Stripe - Klarna, which offers flexible payment options and Alipay, a popular digital wallet used widely in China. Now, you have even more convenient ways to pay!
You Can Accept Payments via M-PESA [Kenya]
The Safaricom M-PESA integration is now available in Zoho Invoice, allowing you to process payments seamlessly through M-PESA e-wallets. You can easily set it up to receive payments in KES from your customers in Kenya.
PDF Templates
Show SAT Item Details in Transaction PDFs [Mexico]
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.
Display a UPI QR Code in Invoice PDFs [India]
Allow your customers to scan a UPI QR code easily and make payments. Note that the received payments will need to be recorded manually if you enable this option.
Assign Company ID to Customers for Better Tracking [Global]
We've introduced the Company ID field, where you can enter a company's unique identification number when creating a new customer. You can customize the Billing Address Format in your PDF template to display the Company ID in your transactions.This can be helpful in countries like France, where businesses have a unique 9-digit SIREN number, which you can add as a Company ID when creating a customer.
Taxes
Update Your MSME Details and Stay Compliant [India]
If your organisation is registered as an MSME, you can now add the MSME/Udyam Registration Number in your transaction PDFs to stay compliant with section 43B(h) of the Finance Act 2023.
Manage and Track TDS in Transactions [India]
You can now apply Tax Deducted at Source (TDS) in quotes, credit notes, and recurring invoices, and easily track them in the TDS Receivables report. You can also set a Start Date and End Date for existing TDS rates in transactions.
Streamline Income TDS Rates under Direct Taxes [India]
We’ve introduced Income TDS Rates under Direct Taxes, allowing you to easily create, edit, and delete TDS rates. You can also view associated transactions and apply TDS at the line item or transaction level.
Usability Enhancements
Do Quick Calculations in Rate Fields
Perform quick calculations directly in the Rate field of transactions with simple arithmetic operators (+, -, *, /) and parentheses. This makes it easier to quickly adjust rates like tax deductions before entering the item rates.
Resize Column Width in List Pages
Adjust the width of columns in list pages that have more than eight columns. You can do this in the Customers, Invoices, Quotes, Credit Notes, and Expenses modules.
Effortlessly Bulk Export Invoices as ZIP Files
You can bulk export up to 100 invoices as PDFs within a single ZIP file. If you have used custom templates in any of the invoices, you can export a maximum of 50 invoices in each ZIP file.
Windows App Updates
- You can split payments for invoices.
- TCS support is made available in sales orders.
- Tax creation is now supported in the Australia edition.
- Payment form is available in credit notes for Mexico.
iOS App Updates
- Quickly create transactions from the Control Center.
- Sync your device contacts into Zoho Invoice.
- Customize PDF templates by changing themes, adding bank details, and including signatures.
Android App Updates
- Configure UPI QR Code in Invoice PDF (India).
- Customize PDF templates by changing themes, adding bank details, and including signatures.
- Enable or disable other modules directly in the settings.
2024 was truly eventful with campaigns and achievements. Here’s what our team is excited to proudly share with you!
Celebrating Sustainability: Our Environment Day Campaign
To celebrate Environment Day, we ran a two-week campaign with Zoho Invoice, sparking meaningful conversations about sustainability and business practices. A big thank you to everyone who participated and helped make it a success!
Empowering Growth: 6 Signs Your Small Business is Scaling Really Fast
We hosted a webinar for businesses in the US, UK, and India, where we explored the essential tools that can support your business as it grows. It was wonderful to connect with so many of you and share insights that can make a difference in your scaling journey!
Here's What You've Said About Us!
1. Zoho Invoice has helped us save time, reduce errors, and improve cash flow in our business. Overall, Zoho Invoice has become a trusted tool in our business operations.
- Kamlesh Kumar
CEO, Nxt Aspect
2. When a customer says, 'You did such a great job 5 years ago and I want to work with you again. Do you remember me?' I can say I do, thanks to Zoho Invoice. It makes the customer experience first class!
- Augustine
Wash this way Pressure Washing
3. I've been with Zoho Invoice for over 15 years. Many thanks to everyone on the Zoho team for making my invoicing so much more effective and efficient!
- Mark Posen
Managing Director, RPC Telecommunications Ltd
4. Zoho Invoice is streets ahead of Microsoft. It is professional, easy-to-use, and bulletproof. I absolutely love it.
- Philip King
Founder, Little Star Educare Centre
And that’s a wrap on the recap of all the new features of 2024! Thanks for being a part of this amazing journey. Wishing you a fantastic new year filled with success and growth! Cheers to a bright and prosperous 2025!!
Access your files securely from anywhere
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
SELVAPRIYA V
Peo
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
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep 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
Whats App Automation
It would be nice to be able to send out an automated whats app message template on moving stages or creation of a ticket (same as you can do for automated emails). Currently only automated emails can be sent. Also, if whats app could be used more effectivelyproceed with ssl certificate to use my domain
hi there i have completed the steps of creating and editing CNAME i want to use my domain.Report inaccuracies
I just generated an Expense by Category report in Zoho Books, expecting to get the expenses as reported in the Profit & Loss statement. No so! Specific expense categories that I had added in the chart of accounts were not included in the report, and some Cost of Goods Sold categories that should not have appeared were included. The Profit & Loss statement appears to be correctly reflecting all expenses, and the Expense by Category report is not. it is all over the place! From what I can tell, theInitiate data import using Deluge script
Is it possible to open the screen to begin the importing of new records using Deluge? So for example, my users would click a button on a form that starts a workflow action. This action would then open the screen to "Import Data for Current User Projects".Default value from global set not working if leads comes Whatsapp
I have field called 'Marketer' and I have set default value from global set like this if it is created manually by pressing 'Create Lead' button it works without problem, but the leads created automatically from Whatsapp (Business Messaging) the 'Marketer'Function deleted after releasing connection in Kiosk
Hi Everyone I create a Function (Automation) and link it in a Kiosk Workflow. Later, I decide not to use this function from Kios anymore, so I delete the entry in the Kiosk Workflow and publish the new Version. Problem 1: The Function remains linked untilAssistance with Survey Consent and Anonymization
Hello, I am conducting a survey that requires both the minor’s consent and their parent’s consent prior to participation. As part of the consent process, I am required to collect the names of both the participant and their parent. I want to ensure thatExecution failure when fetching a Name field from another app
In creator I have one app [Employee Directory] with a form [Employees]. One of the fields is a name field called [Name]. Here is a sample that works, if executed from the Employees app: test_Employee = Employees[Name.first_name == "Alex"]; info test_Employee.Name;Countries and Towns - Lookup Multi Select
Hi, Sorry I'm new with Zoho Creator and Deluge. ---------------------------- Form A = Countries Form B = Countries and Towns (with relation) in a Form C, i have a lookup field "Country" and after user input, i would like to auto populate the lookup multiDeluge Script In CRM To Deal With More Than 200 Records
Hi, I have a Deluge script, which works perfectly. We have a custom field in the Campaigns module called Total_Raised which looks at the Donation_Amount field in the custom module, Donations. The idea is to sum up the total of all donation amounts. However,Software Integration
Good day, I trust this message finds you well. I would like to find out how I can integrate Zoho Expense, Zoho inventory, email and collaboration, Human Resources and marketing onto our current plan with Zoho Books.Zoho Survey - Respondent User Portal - RealTime & Response Access
Hello everyone, I have two questions which I would appreciate your guidence on. 1. I have written to Zoho and they tell me no REAL TIME API access is available against completed surveys. From what I gather the only way to get these in real time is toZoho Sheet View
Hello, Is there a way to either customize the columns that appear in Zoho Sheet View, or else show all columns?Email alias to create task in a specific task list
How do you create a task by emailing the email alias to a specific task list? I just tested this, and it just created the task in a 'General' task list - 'General' did not exist before so it has created this. A project might have multiple task lists andMapping a custom picklist to another picklist when creating a connected record with a workflow
Hi, I have some workflows that move records between pipelines, the issue is that when setting up the workflow that creates the connected record, there is no option to map the value from a picklist in one pipeline to another. Please watch: https://www.loom.com/share/4e5fa969b21043748414154c036cdd47?sid=dca0fd16-73f2-4fe6-a9d3-7a4c0c40c2e6Automatic Portal invite
We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?Search bar in portals
Is there a way to add a search bar in portals for finding Contacts or Deals in the list?Announcing Multi-language Support in Zoho FSM
Zoho FSM now speaks your language. The much-awaited multi-language support is now available in Zoho FSM. The following languages are supported in Zoho FSM: Dutch (Nederlands) English - United Kingdom English - United States French (français) French -Workdrive Oauth2 Token Isn't Refreshing
I have set up oauth for a bunch of zoho apis and have never had a problem with oauth. With workdrive i am using the exact same template i usually use for the other zoho apps and it is not working. All requests will work for the first hour then stops soApproval Processes Issue
Hello, I have a significant issue that could potentially cause serious problems for our company. We have developed a new module that we use as a payment request module. In short, payment requests are made through this module and are approved by differentDoes Zoho Sheet "Save as PDF" support Thai font?
Hi I want to download Zoho sheet as PDF Document. In the preview it looking good but when I dowload it the font is look different. I use "Cordia New" but the result look like it swtich to "calibri". I try to use "Print" then select printing destinationhow to create view in leads module to that will show all leads + converted leads?
is it possible to make custom view that combine all leads + converted leads? how to do thatGlobal Subforms
Hey 👋🏼 We have a few subforms to calculate detailed offers for customers of car dealerships. These subforms are used in different modules and we need to create snapshots of them in different cases for documentation reasons. For example, an approvedGuidance on Making Zoho Desk Connections Available for All Data Centers
Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts onCannot Send Email to a Gmail Account
Hello, I have a zoho-hosted email account, alex@chirochannelnetwork.com that has trouble sending to gmail accounts. But not all gmail accounts, only some of them. I've tried to figure this out with clients, and they don't appear to be going into theirAssociate Potential with Purchase Order
Dear Zoho Team I'm looking at associating a Potential with the various Purchase Orders that are issued to Vendors for that specific Potential. This would be of tremendous use at a later stage. Is this possible? I have tried looking at mapping dependency fields, but couldn't find a solution. Please advise.Issue with Zoho Books /Zoho Inventory Support Team
Oh my goss! This ticket just got closed without a solution/response?! (attached screenshot) That is so pathetic. I thought I could keep impartially all tickets tracked in your help website. Do I need to track issues raised to zoho support team in a separatePRICE INCLUSIVE OR EXCLUSIVE IN ITEM MASTER CHECK BOX
please provide checkbox or tick box to specify price mentioned in item master is inclusive or exclusive of taxes for better information. The feature is available in odoo and its very helpful.Using Snippets in Comments
One of our Agents asked about using snippets in comments. We don't see this as an option at this time, only in reply mode. Is there a way to enable this?Images uploaded onto text notes through the mobile app won't render
When uploading am image onto a text note, exiting the note and going back in, the image is gone and shows an error icon in its place, and also won't display directly on other devices, including on the desktop version. Uploading the same image on the sameZoho Mail - Import Event from the main page (not options)
Hello, If you need to import an event or invitation in Zoho Calendar, you need to go in the options/parameters to do the import. We would suggest to have a "import" button and pop-up on the main calendar page. It would avoid to go in the options to doZoho Books - Organize view in sections
Hello, Is it possible to organize the basic or custom fields in Zoho Books (estimates, invoices...) views ? Did not find a way to do it. With many fields you obtain a long list of unstructured/unorganized fields. If it is not possible, is it planned pleaseZoho Books - Cloud file picker storage solution order
Hello, Is it possible to determine the order of the 3rd party storage solutions in the cloud file picker. We use Workdrive and the first one is Zoho Docs. It forces us to click every time on the Workdrive icon to reach the files. We'd like to positionZoho Applications - What's New Alerts
Hello, Sorry if I haven't checked enough, but is there a way to have email alerts on the "What's new" pages of each application please ? Correct me if I'm wrong, but today you have to go every day on each what's new page to know what has changed. By theInvalid SupportPlan ID Create Contract error Zoho Flow to Zoho Desk
I get the following when trying to create a contract in Zoho Desk from a webhook from Zoho Flow. "Zoho Desk says "Validation failed for the condition : Invalid SupportPlan ID""Zoho Projects Currency fields in Deluge script
I have several functions I've written in Zoho Projects that take one or more currency fields as input parameters (arguments). These functions have been working just fine for months, and I made no changes to any of them. Today (Jan 21, 2025) I noticedASAP widget broken?
Hello, i've only just recently signed up and finding the whole set up a bit of a minefield. I've created and embedded the ASAP widget onto my website and a couple of things seem to be broken. 1. The launcher icon is missing 2. The form to submit ticketsTicket owner for desk ticket can't be set using Zapier "Create ticket" function.
I have a step in my zap where I create a ticket in desk, everything works fine apart from setting the Assignee (Ticket owner in desk). When I look at the data sent to the API the assignee variable has no data I can set the assignee (Ticket owner) if IAdaptación de zoho books a la nueva regulación de facturación electrónica
La facturación electrónica será obligatoria para todas las empresa en España en 2025, en Francia probablemente también e imagino pronto en todos los países europeos. Ya en 2024 todas las empresa grandes tienen que utilizar el sistema de facturación electrónica.Email Body as Ticket Description
Many of my customers use the support email instead of the portal to enter tickets. When this happens, the "Description" field is left blank. The email subject is automatically entered as the ticket subject when tickets are created this way - I would likeNext Page