What's New in Zoho Invoice | January - March 2025
Hello everyone!
We're excited to meet you with the latest set of feature updates and enhancements made to Zoho Invoice from January to March 2025.
In this, you will learn more about the following features:
Leave Organization
We've introduced the option to leave an organization from the Manage Organizations page. If you're an admin and have enabled any integrations in the organization, you'll need to disable them before leaving. However, if you're the admin who created the organization or the only admin, you will need to delete the organization.
Pin Columns in List Pages
You can now pin up to 2 columns to the left of a module's list page if you have more than 8 columns in the list page. The pinned columns stay fixed while scrolling horizontally through the table, making it easier to compare values with other columns while keeping the important columns in sight.
Here's how to pin columns in a list page:
- Go to any module from the left sidebar.
- Click the Toggle icon below the Filters dropdown.
- Select Customize Columns and pin the columns you want.
- Click Save.
Multi-Factor Authentication (MFA) in the Customer Portal
We’ve enhanced security of your customers' accounts with Multi-Factor Authentication (MFA) in the Customer Portal. MFA adds an extra layer of protection by requiring a Time-Based One-Time Password (TOTP) in addition to the login credentials Admins can enable MFA in the Customer Portal settings, making it mandatory for customers to configure it via an authenticator app. After setup, your customers must enter a TOTP code to log in. Admins can reset MFA if needed.
Your customers who have set up MFA must still enter the TOTP for logging into the Customer Portal, even if the MFA is disabled by the admins of your organization. If your customers lose access to their authenticator app, they should contact admins of your organization for resetting MFA.
Here's how to enable multi-factor authentication for your customer:
- Go to Settings > Customer Portal.
- Mark Enable multi-factor authentication (MFA).
- Click Save.
Income TCS Settings under Direct Taxes
Zoho Invoice now allows you to create, edit, and view TCS rates in Direct taxes under Settings. Additionally, you can also view the number of associated transactions in View Associated Entities by clicking the dropdown next to the Income TCS rate.
Here's how to manage your income TCS rates:
- Go to Settings > Direct Taxes > Income TCS Settings.
- Make the required changes.
Page Number Customization
We've introduced new options to customize page numbers in your PDFs. Previously, you could only enable or disable them, but now you can choose from three formats: Numeric, Fraction (Page X / Y), or Page X of Y.
Additionally if you need a custom format, you can select Custom and use placeholders like ${CurrentPageNumber} and ${TotalPages}. You can also adjust the position of the page numbers to the Right, Left, or Center.
Here's how to customize the page numbers:
- Go to Settings > PDF Templates.
- Create a new template or edit an existing one.
- Select Footer under the Header & Footer section.
- Select the required option in the dropdown next to Page Number Format and Page Number Position.
- Click Save.
Organization Logo in Reports
We've added support for including your organization's logo in PDF exports and prints. You can add the logo in two ways: display it in the header section of the PDF or use the Watermark option to apply it to every page. Additionally, you can customize the watermark by adjusting its position, intensity, and size to match your preferences.
Here's how you can add your organization's logo to reports:
- Go to Reports and select the report which you want to export.
- Click Export > PDF.
- Click the dropdown Customize the details in the export file.
- Mark Logo Watermark or Organization Logo.
- Make the necessary changes and click Export.
Other Feature Enhancements
- You can now mark the default filters of modules as your favourites. This allows you to quickly access the relevant filters without having to search them every time. These changes will only be visible to you and will not affect other users in the organization.
- You can now add a name for your exported file when exporting a report. Additionally, you can also choose to display column headers in each page of the PDF and display report data in separate pages based on the Group By field.
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
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
OAUTH2 isn't working with Power Automate and N8N (Zoho Desk)
Hello, I am trying to set up an OAuth2 connection to the Zoho Desk API, but the authentication flow fails immediately. I am experiencing this issue in two separate platforms: Microsoft Power Automate (using a Custom Connector) and n8n. Instead of beingKit Items Breaking Automations - "Provide mapped components for all kit items"
This has been brought up in other threads, but I believe this issue warrants its own topic. Whenever a sales document (Estimate, Sales Order, Invoice) is created or manipulated programmatically, trying to include a Kit as an Item throws this error: "ProvideShow item Cost value on Item screen
The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the itemMark shipment as delivered via api
Hellloooo again Zoho guys !! More help required if you would be so kind, pleeeezz..... var options = { 'method' : 'post', 'contentType' : 'application/json', 'muteHttpExceptions' : true }; var myPackNo = encodeURIComponent('###################');Setting Alternative units for an item.
Hello Team, How to create alternate units for an item. We are placing orders for stocks in boxes. One box contain 24 items. At the time of selling we have two categories of buyers wholesalers and retailers. So the sales will be in PCS and in boxes also.Zoho Inventory search when adding items to SO/PO, etc.
I do not see that Zoho Inventory searches within the item name for an item lookup. We have many products with variants. So when I search for a product, say a lighting system, and it comes in different sizes and colors, I can only get those products whereItem Group Attributes
Hello, I would like to see more attributes under grouped items. We sell car parts, there are several suppliers for the same part but under different brands. We want to group them together but the attributes under groups are lacking. For example, the productsRemove HTML Format - Deluge
Hello @all if you want to delete the HTML format from the text please follow the script. Data = "Text"; info Data..replaceAll("<(.|\n)*?>" , "").replaceAll(" " , " "); Apart from this if you require anything please let me know Thanks & Regards PiyushUsing multiple languages in template
I wanted to add the company name in the template in arabic. I found a way through the header and footer option, except when i print the quotation the arabic disappears both in the top and bottom of the page. I have attached pictures of the before andADDING 5% VAT TO PURCHASE ORDERS GENERATED ON ZOHO BOOKS UAE
Please guide on how to add 5% VAT to Purchase Orders generated on ZOHO Books UAE edition.Import from /csv file, some items fail with the error "Specify Tax Or Tax Exemption".
Hello! I am trying to import a csv file of all of my expenses for a complete financial year. I get errors for some items with the error message "Specifiy Tax or Tax Exemption". These errors only occur on lines where I have "Postage" as the expense account.About maximum number of requests per minute
Hi, Our company has integrated Zoho inventory and we're using the shipping order creation and update functions and so on. Currently we're receiving "For security reasons you have been blocked for some time as you have exceeded the maximum number of requestsApproval - Report/Views
Hi, On Zoho Desk - Is there a way to report on pending approvals, or a view or similar?"Zoho CRM Integration" option is missing in Zoho Social Settings
I am trying to integrate my Zoho Social account with my Zoho CRM account. I am on the Professional Trial plan and my user role is "Brand Admin". However, I cannot find the "Zoho CRM Integration" or "Lead Generation" option anywhere in my Zoho Social settings.Zoho CRM still doesn't let you manage timezones (yearly reminder)
This is something I have asked repeatedly. I'll ask once again. Suppose that you work in France. Next month you have a trip to Guatemala. You call a contact there, close a meeting, record that meeting in CRM. On the phone, your contact said: "meet meError 553
Não estou conseguindo enviar ou receber e-mail, sempre dando o erro 553, sendo que há mais de um mês o domínio está pago e liberado. Preciso de um suporte urgenteAutomate insurance document workflows with Zoho Writer
Insurance companies have to deal with creating and managing complex documents and forms, such as policy applications, explanation of benefits documents, brochures, renewals, and claim forms. Handling all of this manually is hugely time and effort intensive,Create PDFs with Text so that we can copy from a generated PDF
Currently, any information that a user enters into a field cannot be highlighted and copied from the PDF that Zoho Sign renders. For example, if someone were to provide a phone number in a Zoho Sign text field, you would not be able to copy the phoneHow To Insert Data into Zoho Table using Api
Hi Community, I have created a table inside zoho tables. How do I insert data into table using API. Please tell the exact endpoint and payload , I just have to insert data into table columns. Also tell how to find tableid, viewid, baseid etc. which areHow do I delete a folder in Marketing Automation?
Folders are used across contact lists and segments, and email templates. How do I delete a folder once it's been created?Portal Approval Process
Hi Zoho team and fellow users, I am seeking a method to establish a multi-step approval process between a Zoho user and a portal user (Custom Portal) to review and approve requests through the Custom Portal. For instance, within this setup, one of theNarrative 8: Intelligent in-app support that's instantly available anytime and anywhere
Behind the scenes of a successful ticketing system - BTS Series Narrative 8: Intelligent in-app support that's instantly available anytime and anywhere The App Support Across Platforms (ASAP) add-on for Zoho Desk is an independent application that integratesNavigation issue — unable to return to Customer page after opening Receipt from Transactions
Steps to reproduce: Open a Customer record. Go to Transactions tab and open a Receipt by clicking its receipt number. After viewing the receipt, clicking browser Back or closing the receipt does not reliably return me to the original Customer record (IThermal Printer Option Needed for Delivery Challan Templates
Currently in Zoho Books, the Delivery Challan template only supports A4 and A5 page sizes. However, in many businesses (especially retail and hardware), we use thermal printers (like 3-inch or 4-inch rolls) to print delivery challans. It would be verySeparate Default Payment Modes for Receipts vs. Payments
Right now, when I set a default Payment Mode via a customer invoice or Payments Received screen, that same mode shows up for vendor payments (Purchases → Payments Made). 🔹 Request: We need different default modes for: Customer receipts (e.g., defaultUpdate/Change GSTIN in GST Settings of zohobooks
We are trying to update our GSTIN under the GST settings section of our Zohobooks account Initially, we had entered a dummy GSTIN (123456789123456) to generate a sample invoice before obtaining our official GST registration. After receiving our actualLink Payment Mode and Paid Through Accounts
For most users, it's very difficult for them to understand that the Payment Mode is totally independent of the Paid Through account when paying bills. It seems (and is) redundant for them to have to select what is basically the same thing twice. The currentLets enable business to choose the default payment mode
Lets enable business to choose the default payment mode so that we do not have choose payment mode again and again for each and every transsctionsAdd Attachment Support to Zoho Flow Mailhook / Email Trigger Module
Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,South African Payment Gateways
Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurringHas anyone verified if Zoho is PCI compliant?
We are planning on using Zoho to process payments via Authorize.net. We have everything set up and are attempting to complete the PCI DSS SAQ-A requirement for our merchant account. This requires us to prove Zoho has completed the SAQ-D for Service Providers. We need a way to verify compliance, or a copy of an attestation of compliance signed by the appropriate officer at Zoho. I assume I'm not the first person to use Zoho to process payment, and therefore not the first to require this informationSupport for Custom Fonts in Zoho Recruit Career Site and Candidate Portal
Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While theseBigin Plugin for Outlook
Could we get this added? The Gmail version already exists, and I would like to avoid having to make a switch.Date does not fit the field
Hi There. I am having fun learning zoho sign API. Today I noticed the "Signed Date" field does not fit, or alternatively the font is to large for the auto field space. See screenshot below. The signed date field is created by putting {{Signdate}} on theTip of the Week #69 – Automate your Zoho TeamInbox tasks with n8n integration.
Don’t waste time repeating the same tasks—like sending follow-up emails or adding new contacts. Let automation save the day. With n8n, an open-source automation tool, you can connect your favorite apps and let them handle the busywork for you. You don’tMulti Page/Step Forms in creator
Greetings i was wondering if it's possible to create multipage/step forms on creator similar to what we have on zoho forms. is that possbile? ThanksPackage Geometry
how can i add the dimensions and weight capacity of the available boxes to be default in the system everytime we use it ?How to create a Master Kanban Board that syncs with Child Projects?
Hello, We're currently using Zoho Sprints for managing our interdepartmental teams, and we're looking to enhance our workflow using Kanban boards as part of a company-wide productivity improvement initiative. Our goal is to implement a project structureWriter.. Broken?
Hello, Writer has been really good to me during the months I've used it, up until now. I usually launch the app by tapping the icon and I could immediately pick up where I left off. Now I'm greeted by a loading circle not reaching 100% and I only have the option to create a new account. By pressing that button it now switches to a login screen and I can access my account. However, it seems (only speculating ofc) to be stuck in cell-phone mode? everything looks scrambled. I can't access any ofHow to access Recruit Variables in a Deluge function?
I have set up Recruit Variables in Zoho Recruit, and I would like to know how to retrieve these variables from within a Recruit custom function (Deluge). Could someone please explain the correct way to access them? I tried the following code, but it didNext Page