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
Experience Zoho Show on Mac now!
Work today isn’t tied to a single place, time, or routine. It happens in cafes between meetings, on flights, or late at night when ideas strike. And when ins, your tools need to be ready, wherever you are. That’s why we built the Zoho Show app for Mac.【開催報告】東京 ユーザー交流会 Vol.4 | Zoho CRM 自動化のコツ ・Bookings のビジネス活用シーンとおすすめ機能を紹介
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 11月28日(金)に新橋で「東京 ユーザー交流会 Vol.4」を開催しました。ご参加くださったユーザーの皆さま、ありがとうございました。ユーザー交流会の年内開催は、今回が最後でした。 この投稿では、当日のセッションの様子や使用した資料を紹介しています。残念ながら当日お越しいただけなかった方も、ぜひチェックしてみてください😊 ユーザー活用事例セッション：関数やクライアントスクリプトまで、CRMをもっと便利に Zoho CRM には、ワークフローやブループリントなど、さまざまな自動化に役立つ標準機能が備わっています。さらに、関数（Deluge）のようにスクリプトを記述して高度な自動化を実現することもできます。Kiosk Button Actions
I need to add an action to a Kiosk Button to loop me back to start the kiosk again and I am not sure what that looks like (function, etc.).[Webinar] Automate generation of wills, trusts, POAs, and other estate planning documents with Zoho Writer
Managing the lifecycle of the estate planning documents such as wills, trusts, and POAs, from client intake to final storage, can be complex and time-consuming. Join our live webinar to learn how Zoho Writer transforms this process by automating documentDependent drop-downs... how?
Good day. I have 2 different situations where I need a dependent drop-down field. First is for a subform, where I want to show related fields for a specific customer on the main form. In my case it is a parent whose children make use of our school transportReporting Limitation on Lead–Product Relation in Zoho CRM
I noticed that Zoho CRM has a default Products related list under Leads. However, when I try to create a report for Lead–Product association, I’m facing some limitations. To fix this, I’m considering adding a multi-lookup field along with a custom relatedSeries Label in the Legend
My legend reads 'Series 1' and 'Series 2'. From everything I read online, Zoho is supposed to change the data names if it's formatted correctly. I have the proper labels on the top of the columns and the right range selected. I assume it's something inDynamic Signature - Record owner
Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to referenceSet Warehouse based on Vendor
Greetings. I would like to set automaticaly the Warehouse based on the Vendor. Context: I am working on an adaptation of a Purchase Order to be used as a Quotation. I have defined that when a user has to raise a quote the Vendor will be "PROCUREMENT" I would like to set the Warehouse to a predefined value when "PROCUREMENT" is set as Vendor. I have tried to do with the Automation feature using the Field Update option, but Warehouse does not is listed as a field. Can you help? Thanks in advance.Printing from Zoho Creator hosted on my own server to printers hosted on my clients local network
Hello. Fairly new to Zoho Creator and looking for best options to be able to print from my application hosted on my own server to any printer hosted on my clients own local network. Any advice is welcome. Thank you.Add System Pre-Defined Lookup Field to Subform?
Hi there! New to using Zoho, so this may already exist, but I'm having trouble figuring it out. Is there a way to get the system pre-defined Account Lookup field (in our case, renamed to Company Name), as the starting point for a subform? In our company,Numbered / bullet point List in Zho Cliq
Hi, is there a way to format chat messages in Cliq like this Topic 1 Hey, I finished this project yesterday etc... Topic 2 I am still working on this etc...Cannot Access Subform Display Order in Deluge
As highlighted in this community post, we still have to deal with the significant limitation of not being able to access the user-sorted order of subform rows through Deluge. This creates a major disconnect between the UI capabilities and backend automation,How many groups in Zoho Mail can I make?
I'm currently on the free plan, which has a limit of 10 users. Does that limit includes groups too? If not, what is the limit for groups? Thanks!Feature Suggestion for Zoho Social: Auto-reply to Comments or Keywords
Hi Zoho team, I'd like to suggest a very specific feature that would be extremely helpful for customer engagement: the ability to automatically send a reply to comments on posts — either all comments or those containing specific keywords. For example,My domain did not activate
Hi, my domain (apsaindustrial.com.ar) did not activate, and the phone verification message never arrived. Please would you solve this problem? Thanks.Already have Zoho account. Not letting me log in
I already have a Zoho account that is associated with my Google email and my phone number. Even though I'm already logged in to Zoho, when I click on the mail icon to access my email, it takes me to the pricing page. When I click on the free option, itZOHO Mail App Not working
There seems to be an issue with Zoho Mail App today. It is not connecting to server, internet is working fine, tried uninstalling app and reinstalling, loading circle keeps spinning round. Is there an update on the way?facing error 550 5.4.6 while sending emails
Please help me fix this issueAllow Itemization for Recurring Expenses
For whatever reason, one cannot itemize a Recurring Expense. This capability should be added. The use cases to support this are largely the same as what they were to allow for itemization in Expenses. Anything that would need to be itemized for a regularZoho reply to not working. just reply to my self
Hello. i using on my wordpress website a contact form from Wsform. i can set the reply to email there. normally it works. but since i am using your wordpress plugin zoho mail it doesn`t work. its not using the reply to (email from customer). I just canPainfully Slow Zoho mail
Since yesterday Zoho Mail seems to have starting functioning very slowly and having a few bugs. It's slow to open mails, slow to send, slow to change between email accounts. Sometimes clicking on a particular folder (eg Sent folder) stops working andCan't receive any email from other platform
Hello,everyone, i'm just join zoho and create two email accounts for my own business. I was using it to get a verified email from stripe, but can't receive it. and I use my private gmail account to send test email twice, first time show below reply, butWeekly Tips: Secure your attachment downloads with Zoho Mail
Safety is one of our main concerns, whether it’s about device security or online protection. We use tools like fingerprint scanners, facial recognition, and two-factor authentication to keep our devices and email accounts secure. We use methods like OTPYour Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts
Can some on help me regarding our account . thank you so muchZoho Creator integration with Sage 50
Hi, Wondering if anyone has had any experience connecting Zoho to Sage 50 and could share any information on this matter. Thank you.Conditional Email Forwarding
How can I set conditional email forwarding of the users? For example: Mail should be forwarded to a address only if it comes from a particular sender. So, I want such email forwarding, which forwards mails based on particular conditions, like the incomingIncoming emails not appearing in Inbox
Hello, I have an issue with incoming emails sent from my website (domain: h2ostop.si). Emails are visible in the Sent folder, which means they are successfully sent through Zoho SMTP, but they never appear in my Inbox. Nothing arrives in Inbox, Spam,Automatic Matching from Bank Statements / Feeds
Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In theseEmail Opt Out Question
Has the problem where if a customer is emailed opt out prevents you sending standard emails? For me this feature is simply to stop any email marketing and should not block people from receiving emails via Zoho mobile, which makes no sense.Can No Longer Access Zoho Email Accounts from iPhone or iPad Apple Mail Apps ,.
Keeps asking for password, Says ID or password incorrect. Tried creating a new app specific password. Same result. Is this possibly related to the server maintenance. Have verified all email settings, userid and password. This has worked for years untilLatest update caused issue in using marathi typingzoho
With latest update now marathi typing does Not work in zohonotebook. I preferred zoho over other because it was supporting marathi font without any distortion.. But after new update,keyborad simply does not workLogin verification emails never received.
I can't login to my account. You send a verification email, but it never arrives. This is a common problem, frequently caused by some relay point out there classifying the sender as a spammer. Is there anything I can do to bypass this? Maybe get a textGlobal lists for Multi select
It would be great if I could select a global list to use for a multi select dropdown filed.Yahoo is rejecting e-mails sent from a Zoho server
Diagnostic-Code: 4.7.0 [TSS04] Messages from 136.143.169.51 temporarily deferred due to unexpected volume or user complaints - 4.16.55.1; see https://postmaster.yahooinc.com/error-codes Remote-MTA: dns; mta5.am0.yahoodns.netYahoo blocks e-mail sent from Zoho servers
Getting this for a bunch of Yahoo addresses. Do you know if some of your servers got blacklisted? Diagnostic-Code: 4.7.0 [TSS04] Messages from 136.143.169.51 temporarily deferred due to unexpected volume or user complaints - 4.16.55.1; see https://postmaster.yahooinc.com/error-codesWorking with dates and Function Field
Hello friends! I'm trying to add days to a date, however the field function will always shows 00:00:00 after the resultant date. How can I display only the date, whithout the time? toDate(input.request_date.addDay(input.Prazo_acordado),"MM,d,yyyy") The code above will result something like "11-Feb-2020 00:00:00", but I want to display only "11-Feb-2020"What's New in Zoho Analytics - November 2025
We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new. Explore What'sUnable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime.
Please help my account got blocked automatically, can you help me how to avoid it? Thanks so muchUnusual activity detected from this IP. Please try again after some time
When i try to create new addresses on my account i am getting this error, it has been 24 hours now and i am still getting this error can anyone helpNext Page