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
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
SELVAPRIYA V
Peo
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
How To Invoice Immediately for Future Subscription
Hi, When a new subscription is created that has a future start date, Zoho Subscriptions does not invoice the customer until the start date of the subscription. Is there a way to immediately invoice the customer as soon as the subscription is created,Problem with the blueprint flow.
Scenario: 3 departments in a single environment: A-B-C agents from department 1 D-E-F agents from department 2 G-H agents from department 3 Since we've been using Zohodesk (2023), agents can assign tickets to the correct department using the blueprintCreate 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 toSpell Check Red Underlines Keep Appearing Even After Disabling
Hello Zoho Support, I'm facing an issue in Zoho Writer where red spell-check underlines keep appearing even after I disable Spell Check. I have already: Turned OFF Spelling Errors Turned OFF Grammar Turned OFF Writing Quality Turned OFF browser spelliOS Books app shows filtered view after changing to All sales orders
My boss often checks sales orders on his iPhone. The app is mostly working fine, but there's an ongoing issue: When switching between different filters (also called custom views on the web), going back to All doesn't often work. It typically gets stuckEmpowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM
Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individualsRecurring Invoices
I'm looking to set up recurring invoices on a monthly basis, using GoCardless as a payment gateway. I've done this successfully, however there's a big problem with the Invoice Date and Due Date. We prefer to provide sufficient notice of collection (10Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurringVorrei disdire l'abbonamento
Vorrei disdire l'abbonamento, ma non trovo il modo. Mi assistete?Has anyone successfully gotten conditional rendering to work in Zoho Books Sales Order HTML PDF templates?
I’m trying to hide a custom field box when the custom field is blank. The value placeholder itself works perfectly: ${salesorder.cf_distribution_reference_numb} If the Sales Order has a value, it renders correctly. Example: 45488045. But when I wrap thatWhat's New in Zoho Inventory | April & May 2026
Hello users, We're excited to roll out the latest Zoho Inventory updates for April and May 2026. These enhancements are designed to make your daily operations smoother and more efficient, from advanced inventory management and flexible pricing to automatedLatest updates to Zia in Office Integrator
Hello Zoho Office Integrator users! We’re pleased to share exciting updates to the proofing capabilities of Zia, our AI-driven writing assistant, in Office Integrator. With these updates, you can now get spell and grammar check in Brazilian Portuguese,Implementing Back Button Navigation in Zoho Creator
Zoho Creator does not currently support a native Back button within forms, so implementing backward navigation requires a workaround. We recently implemented this in an application that was split into 9 modular forms. Since users needed to move betweenIn wiki editor, dragging an image fails
Expected behavior: Within the WYSIWYG editor, we have been able to select and drag an image (that is already inserted in the page) to move it to a different position on the page. Current behavior: For a few days recently (possibly longer and I didn'tNot able to see appointements when the territory permission is activated
Hello, I created different territories to separate the various departments within the company that will be working on different projects. The issue I am currently experiencing is that when I enable territory-based permissions, I can see the work orderQuotes Module - import data
Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it?Introducing the new Zoho Announcements Hub
Hello, Enterprise Support Community! We are excited to announce a new way to keep up to date with recent product releases and announcements for the Zoho apps you use on a regular basis. Introducing our new centralized location to bring together all ZohoIntroducing Custom Columns in Forecasts in Zoho CRM
Hello all, Forecasts in Zoho CRM help sales representatives, managers, and business stakeholders evaluate performance and plan future sales activities. While standard metrics such as Target, Achieved Amount, and Pipeline Amount provide a baseline view,Can Zoho CRM Emails be used in Zoho Analytics in any capacity?
We're wanting to display details about Lead Activity in regular reports through Zoho Analytics but we're having difficulty integrating Emails at all. We'd like to be able to note when an email is received and when it is sent somewhere other than justZoho Books - France
L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilitéSmart URL Determination
I would like to see Vault implement some sort of "smart" URL determination. When one starts to add a new username-password combination from a new site, Vault brings in the exact URL of the page from which this is happening. All too often, it looks somethingProject Statuses
Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get themComposite Services and Account Tracking
I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see theMarketer's Space: Lists vs. segments—what's the difference?
Hello Marketers, Welcome back to another post in Marketer's Space! In email marketing, reaching the right audience is just as important as crafting the right message. Yet many marketers often confuse lists and segments, using them interchangeably withoutBuilding a Multi-Step Form Experience in Zoho Creator Using Standard Forms
Zoho Creator does not currently provide native multi-step form functionality. For applications with a large number of fields, a common requirement is to split data collection into manageable sections while maintaining a single application record. In thisAdd Video link to interview record
Hi Team, we are having team members consistently go to the interview record to find the link for their upcoming meeting and have been confused that they have not been able to find them. When the interview is created can you please upload the link to theZoho projects dependancies is a joke
About to cancel our Zoho One subscription because Zoho Projects is a mess. Can't build a proper progream in it because the dependancies doesn't work properly. Can't believe this software is promoter as a project program when one can't even build a properWiki Add Attachment upload fails at about 15.3 MB
I am seeing consistent "Error in uploading file" for files larger than about 15,430 kB. For 15,300 kB or smaller, no problem, but 15,430 kB or larger always fail. This is over numerous trials. My test files, to examine this problem, were generated byStop Wasting Clicks: Let Us See All Notes in Quick View
Hi Zoho Recruit team, I would like to suggest an improvement to the candidate/application experience in Zoho Recruit. Today, it is difficult to get a full picture of a candidate when working from the Quick View, since notes are split between: Notes relatedZoho Books | Product updates | June 2026
Hello users, Welcome to this month's roundup of what's new in Zoho Books! We have an exciting line-up this time. The highlight is the launch of the all-new France Edition with full ISCA compliance. We're also introducing features such as Layout Rulesissue invoice for future subscription
Hi, I selected the invoice at the date of subscription from the setting (since the alternative is to pre-set a date of a month) which is not my case. So, my question : Some times I need to create a subscription that will start at a future date but I needAssociate emails from both primary and secondary contacts to deal
We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. ThanksHow to set default reply email address depending on receipt email address
Hi, I have a number of different customer support email addresses (info@XYZ.com, retuns@XYZ.com etc.) and want to set Zoho Desk so that the email address from which an agent replies is automatically defaulted to a predetermined address depending to whichWriter is horrible
Form filling is about unusable for complex forms! I am so tired of it.How to Migrate from MDaemon to Zoho Mail Account?
Hi there, Zoho Mail is one of the most popular as well as leading competitor for several cloud email service providers. It is It provide cloud email service as well as desktop based email client. In recent years people are migrating from third party cloud servers to Zoho Mail. The reasons are plenty, i.e. the user interface, security, high performance and many countless amazing features. On the other hand MDaemon Mail (aka WorldClient) is also popular among cloud email servers. But there are someTrigger workflows from SLA escalations in Zoho Desk?
Hey everyone, I’m currently working with SLA escalation rules in Zoho Desk and ran into a limitation that I’m hoping someone here has solved more elegantly. As far as I can tell, SLA escalations only support fairly limited actions (like changing the ticketCRM Portal Lookup Linkage and Related Fields
hi, if someone can give me the right path, would be greatly appreciated. we want to do a customer portal for our partners who we issue work orders for our customers, the linkage via lookup fields Partner -> Work Order -> Customer in our portal, the primaryHOW TO: Searching a thread (email body/text) with a custom function, allowing filtering and specific actions
We are still trialing out Zoho at this time, but have found a major expected feature to be missing - the ability to search within the text of an email for automation/workflows. NOTE: You need to create a connection for zohodesk under settings -> DeveloperCold emails not allowed?
I planned to use Zoho Mail to send businesses some cold emails to offer my freelance writing services, but I noticed that the anti-spam policy is very strict -- no commercial emails whatsoever without prior permission from the recipient? I would be veryLeave Time - Past Dates by Pay Period
Under Settings | Leave Policy | [policy name] | Restrictions, one can set a number of days that an employee can go back to apply leave. This is very good and very needed. However, in most organizations, the real deadline isn't X number of days from theNext Page