What's New in Zoho Invoice | August - October 2024
Hello everyone!
We're excited to bring you the latest set of features and enhancements made to Zoho Invoice from August to October.
In this, you'll learn more about the following features:
- Unveiling South Africa Edition of Zoho Invoice
- Introducing Zoho Payments for Zoho Invoice [US & India Edition]
- Income TDS Settings under Direct Taxes [India Edition]
- Associate an Applicable Period for TDS Rates [India Edition]
- Assign Company ID to Customers [Global Edition]
- Enhanced Keyboard Navigation for Accessibility
- Bulk Export Invoices as ZIP
Unveiling South Africa Edition of Zoho Invoice
We're excited to unveil our latest edition of Zoho Invoice, packed with new features and enhancements tailored to meet your invoicing needs where we've introduced features like VAT, HSN codes. You can also add items as capital assets and apply domestic reverse charge to transactions. If you are an existing customer, you can easily migrate from the Global edition to the South Africa edition using our Edition Migration Tool.
Introducing Zoho Payments for Zoho Invoice [US & India Edition]
Zoho Payments is available in India and on early access in the US.Zoho Payments, our unified online payment solution, can be configured in Zoho Invoice to collect payments seamlessly from your customers. You can collect payments securely using multiple payment methods such as cards and net banking. You can get payouts daily, ensuring smoother transactions for your business and customers. Learn more here
Income TDS Settings under Direct Taxes [India Edition]
Zoho Invoice now allows you to select your income TDS preferences such as applying TDS at the line item or transaction level in Direct Taxes under Settings. You can also view and manage your organization's income TDS rates. Additionally, you can also view the number of associated transactions in View Associated Entities by clicking the dropdown next to the Income TDS rate.
Here's how to select your income TDS preferences:
- Go to Settings > Direct Taxes > Income TDS Settings.
- Select At Transaction Level or At Line Item Level under Apply TDS.
- Click Save.
Associate an Applicable Period for TDS Rates [India Edition]
Zoho Invoice now allows you to set a Start Date and an End Date for the existing TDS rates. Since the Income Tax Department of India regularly updates TDS rates, this will help you update them as mandated by the Government. Once the applicable period expires, you won't be able to associate that TDS rate in transactions. Instead, you can create a new TDS rate with the new applicable period.
Here's how to associate an applicable period for TDS rates:
- Go to Settings > Direct Taxes > Income TDS Rates.
- Click + New TDS Tax.
- Select the Start Date and End Date under Applicable Period.
- Click Save.
Assign Company ID to Customers [Global Edition]
We've introduced the Company ID field in the Customer module. Here, you can enter a company’s unique identification number when creating a new customer. This can be helpful in countries like France where businesses or organizations are identified by a unique 9-digit number SIREN. You can add the SIREN number as a Company ID when you create a customer with a SIREN ID. You have to customize the Billing Address Format in the PDF template for the company ID to appear in the transactions such as invoices, quotes, and sales receipts.
Here's how:
- Go to Settings > PDF Templates > Invoices.
- Select a template and click Edit. In Transaction Details, click Billing Address Format under Customer Details.
- Click Configure.
- Click the dropdown next to Insert Placeholders and select Company ID.
Enhanced Keyboard Navigation for Accessibility
We've added a new Navigate To feature in Zoho Invoice to enhance navigation for users relying on the keyboard or other assistive technologies for navigation and accessibility.
This feature allows users to jump to the main content, left sidebar, and top bar of the page directly. For example, if you want to navigate to the Total Receivables section in the Dashboard of your Zoho Invoice organization, you can select Main Content from the Navigate To dropdown and skip navigating all through the headers and sidebar.
You can activate this feature using the shortcut (Option/Alt + 0) and navigate using the tab and Enter key.
Bulk Export Invoices as ZIP
You can now export multiple invoices as individual PDF files within a single ZIP file. You can export up to 50 invoices in each ZIP file if there's at least one invoice that is generated using custom templates. You can export up to 100 invoices in each ZIP file if the invoices are not generated using custom templates.
Here's how to bulk export invoices as ZIP:
- Go to Invoices and select the invoices that you want to export.
- Click the ZIP icon at the top.
Other Enhancements
- We've added a new format to the currency where apostrophe is used as a thousands separator and the dot is used as a decimal separator. This format is commonly used in Switzerland as a thousands and decimal separator. You can apply this while editing the base currency in the Format field.
- We've added a new 'Filter' field in the Advanced Search feature. You can now perform advanced search by applying the filter based on both default and custom filters.
We regularly update our mobile and windows apps, so visit the App Store, Google Play, or Microsoft Store to ensure you're using the latest version.
That's all for our latest product updates! We hope the latest enhancements are beneficial for your business. You can also visit the What's New timeline for byte-sized information about all our feature updates and enhancements.
We'd love to know what you think of the latest features! Let us know in the comments below. If you require any assistance or need clarifications, feel free to write to us at support@zohoinvoice.com, we'd be happy to help!
Best regards,
The Zoho Invoice Team
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
In App Auto Refresh/Update Features
Hi, I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users. The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps. I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With theEvery time an event is updated, all participants receive an update email. How can I deactivate this?
Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happeningHow can I filter a field integration?
Hi, I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.How to implement new online payment gateway?
Hello, Can you tell me how to proceed to implement my local payment gateway? DIBS has an open avaiable API that should be easy to implement into ZOHO BOOKS. http://tech.dibspayment.com/dibs_payment_windowZoho CRM - Portal Users Edit Their Own Account Information
Hi Community, I'm working on a client portal and it seems like the only I can make the Account record editable to the Contact, is if I add another lookup on the Account to the Contact record. Am I missing something as the account already has a list ofConnecting Zoho Mail with Apollo.io
Hi, I am trying to connect my Zoho Mail account with my Apollo.io account to start sending cold email for prospecting purposes. I have activated the IMAP setting but I am still unable to connect to the Apollo account. I am using my email credentials butWhere does this report come from in the Zoho One ecosystems?
Is this directly from MA, Analytics or ??? ???Contact's title in "Contact Role Mapping"
When I'm creating a deal, I'd like to see the contacts title in the listing. Right now, I only see this: How can I get the contact's title in there?Zoho CRM - Client Portal - Hide Notes Related List
Hi Community, I'm building a customer portal and I can't find a way to hide the notes related list. I don't want the client to see the notes I have about them. Is there a way to do this as it is no bin/trash icon when I hover over."Pivot Table" Conditional Formatting
Team, I there a way to use conditional formatting a "Pivot Table" report? Thanks, Arron Blue Pumpkin Hosting | Solutions Made SimpleHow many clients can be added to Zoho Practice?
How many clients can be added to Zoho Practice without having their zoho app?Stage History
when viewing a ticket , and you look at stage history tab (kanban view) and look at the stage duration column in days, it shows the current stage of the ticket as " current stage ". Should it not rather show the amount of days it has been in that currentAutomating Ticket Responses Using Zoho Desk's AI Features
We’re looking to set up an automation within Zoho Desk that can analyze incoming emails or tickets and automatically respond with relevant knowledge base articles based on the content of the request. Could you please guide us on how to configure thisOptimising CRM-Projects workflows to manage requests, using Forms as an intermediary
Is it possible to create a workflow between three apps with traceability between them all? We send information from Zoho CRM Deals over to Zoho Projects for project management and execution. We have used a lookup of sorts to create tasks in the past,Service locations are tied to contacts?
Trying the system out. And what I discovered is that it seems that the whole logic of the app is, I'd say, backwards. There is a Customer - a company. The company has contact persons and service locations can be associated with different contact persons.Enhancements to Zoho Map integration tasks
Hello everyone, We're excited to announce enhancements to the Zoho Map integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need toBug in Total Hour Calculation in Regularization for past dates
There is a bug in Zoho People Regularization For example today is the date is 10 if I choose a previous Date like 9 and add the Check in and Check out time The total hours aren't calculated properly, in the example the check in time is 10:40 AM checkNarrative 12: Sandbox - Testing without the risk
Behind the scenes of a successful ticketing system: BTS Series Narrative 12: Sandbox - Testing without the risk What is a sandbox environment? A sandbox environment is a virtual playground that allows you to test freely and experiment with various elementsAnnouncing new features in Trident for Mac (1.27.0)
Hello everyone! Trident for macOS (v1.27.0) is here with new features and enhancements to improve scheduling and managing your calendar events. Let's take a quick look at them. Stay aligned across time zones. Both the scheduled and original time zonesSlow uploads of large files
I'm wanting to use Workdrive for transferring large images and video (we're talking things from 100MB-5GB). I'm running solo on a 500MBit/sec fiber connection. I'm getting upload speeds to Workdrive of no more than about 1-3Mbytes/sec when going throughMigrate Your Notes from OneNote to Zoho Notebook Today
Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily importneed to upload from airtable to google drive
I have a zapier zap that automates between airtable and google drive. When a customer uploads a new file into airtable via a client portal interface, zapier uploads that file into a folder linked to that customer's project record. I need to replicateCan't delete functions that are associated with deleted workflow rules
We have a handful of functions that were once associated with a workflow rule, but the rule has been deleted. The function still thinks it is associated so I can't assign it to a new rule. It is starting to get really messy because we have a list of functionsDefault Sorting on Related Lists
Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'createdCredit Management: #1 Credit You Owe vs Credits Owed to the Business
Think about the last time you ordered food online. You might have paid in advance through your card, but you received a $20 refund because your order got delayed or cancelled. In most apps, refunds don't go into the bank account directly; instead, they'reTip #46- Turn Every Session into an Insight with Zoho Assist survey report- 'Insider Insights'
Delivering exceptional remote support isn’t just about resolving issues, it’s about understanding how both customers and technicians experience each session. That’s where Survey Report in Zoho Assist come in. You can configure and customize survey questionsCRM/Bookings integration edits Contact names
Hi there, I've installed the extension that connects Zoho CRM and Zoho Bookings. When we get a new appointment from Bookings from an existing Contact, that Contact's record shows this: First Name was updated from asd to blank value Last Name was updatedDomain Change
“Please update my Email-in domain from @biginmail.biginmail.in to @biginmail.zoho.com. Messages to the .in domain are bouncing.”Webhooks Limit Exceeded
Today, I received an error message saying, 'Total number of Webhook call exceeded', but when I look at Manage > Billing, it doesn't look like any of my invokeURL calls are being logged. Following the advice from this thread: https://help.zoho.com/portal/en/community/topic/webhooks-daily-limits-in-zoho-creatorAuto select option in CRM after Zoho Form merge
Hi, I have a dropdown field in Zoho CRM that is filled with a Zoho Form. The data is filled but not automatically shown. After selecting the right value in the dropdown the information a second field is shown. So the question is; how can I make the dropdownBring your CRM data straight into your presentations in Zoho Show
Let's say you are working on a presentation about your team's sales pipeline for an upcoming strategy meeting. All the information you need about clients and leads is in Zoho CRM, but you end up copying details from the CRM into your slides, adjustingImproved RingCentral Integration
We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.Introducing New APIs in Zoho Contracts
We are excited to announce the release of new APIs in Zoho Contracts to help you automate and manage every stage of your contract lifecycle more efficiently. Here’s a quick overview of what’s new: 1. Complete Contract Draft You can use this API to completeVimeo
For me Vimeo is the most important video social channel for media and filmmakers. Would others agree and like it added to Zoho Social.Delete a department or category
How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.Organization Emails in Email History
How can I make received Org Emails to show up here?How to setup pricing in Zoho
Hi everyone, I am relatively new here and have just moved from my old inventory system to the Zoho one. I am trying to get my head around how it all works. I am mostly setup connected to a shopify store, but I do manual sales also For manual invoicing,Prefilled Date fields auto-changed and then locked when using “Edit as new”
If a document out for signature has date fields (not SignedDate fields) that were pre-filled before sending, and then you use “Edit as new” to create a new version of the same document, the value of those date fields gets automatically changed to todayIs there a way to update all the start and end dates of tasks of a project after a calendar change?
Hi! Here's my situation. I've built a complete project planning. All its tasks have start dates and due dates. After completing the planning, I've realized that the project calendar was not the right one. So I changed the project calendar. I now haveAccess Phone Field Components (Country Code) Directly
Hello everyone, I'd like to propose an enhancement for the Phone field in Zoho Creator. The Problem: The Phone field captures the country code and local number separately, but stores them as a single string (e.g., +1234567890). To get the country code,Next Page