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
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
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 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
Different Company Name for billing & shipping address
We are using Zoho Books & Inventory for our Logistics and started to realize soon, that Zoho is not offering a dedicated field for a shipping address company name .. when we are creating carrier shipping labels, the Billing Address company name gets alwaysHow to display historical ticket information of the total time spent in each status
Hi All, Hoping someone can help me, as I am new to Zoho Analytics, and I am a little stuck. I am looking to create a bar chart that looks back over tickets raised in the previous month and displays how much time was spent in each status (With Customer,Zoho Projects iOS app update: Global Web Tabs support
Hello everyone! In the latest version(v3.10.10) of the Zoho Projects app update, we have brought in support for Global Web Tabs. You can now access the web tabs across all the projects from the Home module of the app. Please update the app to the latestZoho Community Weekend Maintenance: 13–15 Sep 2025
Hi everyone, We wanted to give you a heads-up that Zoho Community will undergo scheduled maintenance this weekend. During this period, some community features will be temporarily unavailable, while others will be in read-only mode. Maintenance Window:Agent Performance Report
From data to decisions: A deep dive into ticketing system reports An agent performance report in a ticketing system provides a comprehensive view of how support agents manage customer tickets. It measures efficiency and quality by tracking key performanceShow both Vendor and Customers in contact statement
Dear Sir, some companies like us working with companies as Vendor and Customers too !!! it mean we send invoice and also receive bill from them , so we need our all amount in one place , but in contact statement , is separate it as Vendor and Customer,URL validation
We use an internal intranet site which has a short DNS name which Zoho CRM will not accept. When attempting to update the field it says "Please enter a valid URL". The URL I am trying to set is http://intranet/pm/ Our intranet is not currently setup with a full DNS name and given the amount of links using the shortname probably isn't a feasible change for us.Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture??
Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture ??How can I adjust column width in Zoho Books?
One issue I keep running into is as I show or hide columns in reports, the column widths get weird. Some columns have text cut off while others can take a fourth of the page for just a few characters. I checked report layout guides and my settings, butInvalid value passed for file_name
System generated file name does not send file anymore - what is the problem?Custom Function for Estimates
Hey everyone, I was wondering if there was a way to automate the Subject of an estimate whenever one is created or edited: * the green box using following infos: * Customer Name and Estimate Date. My Goal is to change the Subject to have this format "<MyFirm>-EstimateThis domain is not allowed to add. Please contact support-as@zohocorp.com for further details
I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is theSearch in module lists has detiorated
Every module has a problem with the search function :-/YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign
Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave inSearch in module lists has detiorated
Every module has a problem with the search function :-/Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens
find attached extract of my reportAdd Zoho Forms to Zoho CRM Plus bundle
Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant andBigin: filter Contacts by Company fields
Hello, I was wondering if there's a way to filter the contacts based on a field belonging to their company. I.e.: - filter contacts by Company Annual Revenue field - filter contacts by Company Employee No. field In case this is not possibile, what workaroundHas Zoho changed the way it searches Items?
Right now all of our searches have broken and we can no longer search using the SKU or alias. It was fine last night and we came in this morning to broken.....this is impacting our operations now.Refunds do not export from Shopify, Amazon and Esty to Zoho. And then do not go from Zoho inventory to Quickbooks.
I have a huge hole in my accounts from refunds and the lack of synchronisation between shopify , Amazon and Etsy to Zoho ( i.e when I process a refund on shopify/ Amazon or Etsy it does not come through to Zoho) and then if I process a manual credit note/CRM->INVENTORY, sync products as composite items
We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,Zoho Calendar not working since a few days
Hey there, first off a minor thing, since I just tried to enable the Calendar after reading this in another topic (there was no setting for this though) : For some reason my current session is showing me based in New York - I'm in Germany, not using aMonthly timesheet, consolidation of time by project
I have time logs for various jobs for project. Is it possible to consolidate the time spent for each job, when I am generating a timesheet for a month? I am getting the entries of jobs done on each day when I generate a timesheet for a month For exampleBuilding a Strong Online Identity with G-Tech Solutions
In today’s fast-moving world, having a strong online identity is essential for every business. https://gtechsol.com.au helps businesses establish a digital presence that reflects their vision and values. By focusing on innovation and quality, they createSending emails from an outlook account
Hi, I need to know if it's possible to send automatic emails from an Outlook account configured in Zoho CRM and, if so, how I can accomplish that. To give you some context, I set up a domain and created a function that generates PDF files to be sent laterStruggling with stock management in Zoho CRM – is Zoho Inventory the solution?
My biggest pain point today with Zoho is inventory management. I run a retail business and reliable stock management is absolutely critical. Obviously, I need this inventory to be visible inside the CRM. At first, I tried handling it through custom modulesAutomating 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,Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integrationcan't login Kiosk URGENT
already try, can't login pls help to support. thanks.【Zoho CRM】CRM for Everyoneに関するアップデート：関連データ機能
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、CRM for Everyoneの新機能「関連データ機能」をご紹介します。 関連データ機能は、あるタブのデータを別のタブに柔軟に関連付け、異なるタブで管理されている情報を1か所にまとめて表示できます。 たとえば、組織タブとチームタブのデータを関連付けることで、必要な情報に効率よくアクセスでき、顧客理解を深めながら他チームとの連携もスムーズに行えます。 目次 1. 関連データの設定方法Zoho Books
How do I manually insert opening balance?Profit / margins on Sales orders / Invoices / Estimates
When we select an SKU or item name in any of these documents, much info such as invoice.line_items.rate is pulled from the item & filled into the document being worked on. If we had another lineItem DB field (hidden) auto filled at the same time: invoice.line_items.purchase_rateInventory to Xero Invocie Sync Issues
Has anyone had an issue with Invoices not syncing to Xero. It seems to be an issue when there is VAT on a shipping cost, but I cannot be 100% as the error is vague: "Unable to export Invoice 'INV-000053' as the account mapped with some items does notHow to activate RFQ? What if a price list has ladder price for items?
Where can I find the option to activate request for quotation? How does it work? If the item has ladder price, does it gets calculated depending on how many items are in the cart?Mailk got blocked / Inquiry About Email Sending Limits and Upgrade Options
Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I receivedCan't join canal Developers Zoho User
Hello, I received an invitation to join this channel, but I get an error when I try to join it, and I get the same error when I go to the Zoho Cliq interface > Search for a channel. Is this because I don't have a license linked to this email address?Desk Email reply - set default font / use custom font
Hello, in our e-mails, which we send to our customers, a certain font must be used (Corporate Design): Segoe UI https://en.wikipedia.org/wiki/Segoe#Segoe_UI How can this be included? How can this be set as the default font to ensure that this font isPDF Templates - Checkbox Borders
Is there a way to remove the border of a radio/checkbox on a PDF? I'd like to use the function of checkbox but if there's no easy way to remove the border (the PDF form already has a rectangle so it gets cluttered), then I'm forced to create a singleZoho CRM's custom views are now deployable from sandboxes
This feature is now available for users in the AU, JP, and CN DCs. New update: This feature is now available for users in CA and SA DCs. Hello everyone, We're excited to announce that you can now deploy custom views from sandboxes to your production environmentGenerate a link for Zoho Sign we can copy and use in a separate email
Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need toNext Page