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
Load PO_Date field (Purchase Order) with current date in Deluge
Hi, I'm not a full time developer, just helping to customize our CRM, in the small company I work for. There must be something wrong with me, because I can't do something so simple as complete a field with the current date in a function using Deluge.Zoho CRM in Microsoft Power Automate Custom Connector
Hi everyone, I’m building a Power Automate flow that integrates Microsoft Bookings with Zoho CRM. The goal is to automatically create a meeting (event) in Zoho CRM whenever a new appointment is booked via Microsoft Bookings. To achieve this, I createdSpell check sucks
Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.How to include total km for multiple trips in expense report.
Whenever I create a mileage report it only shows the total dollar amount to be reimbursed. The mileage for each individual trip is included but I also need to see the total distance for all trips in a report? How do I do this?Outgoing blocked: Unusual activity detected.
I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responsesZoho One Login Issue - Unable to receive OTP
Hi Support Team, I am experiencing a unique login issue with Zoho One. I am attempting to log in from India using Zoho Login credentials provided by a USA-based client. Their Zoho account is hosted on a US data center. After entering the username andQuestion Regarding Managing Sale Items in Zoho Books
Good day, I was wondering about something. Right now, Zoho Books doesn’t seem to have a way to flag certain items as being on sale. For example, if I want a list of specific items to be on sale from October 1 to October 12, the user would have to exportIn the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subf
In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subform update Invoice , there i have date field,Invoice numberProblem of Import Client Users From CRM and or Expense
I am premium plan user on Projects. I have about 500 customers on Expense and CRM that integrated with each other. According to at below link, I am trying to import clients from CRM, system not allowed to select any customer. If I import from Expense,Unable to see free plan option
Hello Zoho Support Team, I hope you are doing well. I am trying to sign up for Zoho Mail, but I am unable to see the option for the free plan. Could you please guide me on how I can access or activate the free plan? Thank you for your assistance.unblock my zoho mail account. outlines@zoho.com
please unblock my zoho mail account, outlines@zoho.comdomain not verified error
Hi when i try to upload a video from zoho creator widget to zoho work drive iam getting domain not verified error.I don't know what to do .In zoho api console this is my home page url https://creatorapp.zoho.com/ and this is my redirect url:www.google.com.Iamequest to Disassociate Bigin from Zoho One and Migrate to Standalone (Upgrade to Bigin Premier – 3 Seats, Annual)
Dear Zoho One Support Team, I’m writing to request your assistance to disassociate (remove) the Bigin application from our Zoho One organization while preserving all existing Bigin data. After the disconnection is successfully completed, we intend toSMTP email sending problem
Hello, I've sent emails before, but you haven't responded. Please respond. My work is being disrupted. I can't send emails via SMTP. Initially, there were no problems, but now I'm constantly receiving 550 bounce errors. I can't use the service I paidbilling
hi, I am being billed $12/year, and I can't remember why. My User ID is 691273115 Thanks for your help, --Kitty PearlHow to add receipts
How to add receiptsUnable to enable tax checkboxes
Hi Zoho Commerce Support, I'm writing to report an issue I'm having with the tax settings in my Zoho Commerce store. I've created several tax rates under Settings > Taxes, but all of them appear with the checkbox disabled. When I try to enable a checkbox,Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?
Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?Zoho Commerce - Enable Company Name and Tax Number collection for B2B orders in Global Edition
Please enable Company Name and Tax Details option on checkout settings in Zoho Commerce Global Edition. It is still important to collect Company Name and Tax Number for B2B sales in many countries. My business is based in Ireland (in the EU) and I haveZohoSign and ZohoBooks Integration/Workflow
Hello All, We utilize ZohoSign for signatures on tax eFiles. We utilize Dynamic KBA. Additionally, we use ZohoBooks for invoicing for these services. Is there a way to accomplish the following: Send a copy of the Tax Return, Invoice and eFiles in oneManage monthly tasks with projectsf
Hi All I run a finance and operations team where we need both teams to complete monthly tasks to ensure we hit our deadlines. Can Zoho projects be used for this. There many finance focused tools but we have Zoho one so want to explore Thanks WillZoho Suite is very slow
Since today Zoho is incredibly slow over all applications! What's going on?How can I track which zoho users are actively using Zoho CRM
I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activityIs anyone else having trouble saving a custom image in their email signature, or is it just me?
When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t workingCombine and hide invoice lines
In quickbooks we are able to create a invoice line that combines and hides invoices lines below. eg. Brochure design $1000 (total of lines below, the client can see this line) Graphic Design $600 (hidden but entered to reporting andTransaction Locking with the dynamic date
Is it possible to dynamically update dates on transaction locking. We want to lock transaction x days from todayZoho Devops
We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billingFuel up your sales with the Zoho SalesIQ + Bigin integration
Hi everyone! We’re happy to bring you the all-new Zoho SalesIQ + Bigin integration. With this, every prospect from your website instantly becomes a contact in Bigin, complete with transcripts and follow-up tasks, so you never lose a lead again. Let'sIntroducing AI-powered Assessments & Zoho's native LLM, Zia
We’ve shipped a cleaner, faster way to create assessments in Zoho Recruit. 🚀 Instead of manually building question banks or copying old templates, you can now generate ready-to-use assessments in just a few clicks, all tailored to the role you’re hiringAbility to Reset Visitor Fields During an Active Chat Flow
Hello Zoho SalesIQ Team, We hope you are doing well. We would like to propose a feature enhancement to Zoho SalesIQ regarding the management of visitor fields within Zobot flows. Use Case: Our bot asks the visitor to provide information about a 3rd personExternal ID in Zoho CRM
Hello everyone! We know that Zoho CRM allows you to integrate third-party apps and manipulate data through APIs. While you integrate a third-party application, you may want to store the third-party reference IDs in Zoho CRM's records. To meet this needSome emails are not being delivered
I have this problem where some of my mail just seems to disappear. When I send it, it appears as sent with no mention of any problem, but my recipient never gets it, not even in the Spam folder. Same for receiving, I have a secondary e-mail address, andNew in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.
With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers. Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to findTemplate modifiactions
Hello, I am struggling with the templates in ZOHO Books. Especially with the placement of some items, like company address, ship to, bill to etc. For example: One item I like from template X (placement of ship to and bill to next to each other in theAggregating the First Value in the Group By of a dataset
Hi I am trying to get the following Aggregate Formula to work in my chart, but cannot seem to get the right format. I have a series of data that I am running an include_groupby and want to SUM only a column in the first row of each group. So for example.Admin Control Over Profile Picture Visibility in Zoho One
Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile PictureTrack Zoho Campaign and Workflow sales impact
I am attempting to measure the performance of our marketing workflows and campaigns by comparing the date each campaign was sent to a contact with the purchase date of the contact. For example, if Contact A was sent Email A on 9/1 and made a purchaseTables for Europe Datacenter customers?
It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?What is a line break code for zoho?
Hi, I am archiving data by adding values from a single line field from one form to a multi-line field in another form. So I need a code/function that starts a new line on that multi-line field so it does not just keep adding it on the same line. Example, doing something like this means that it will be on a same line. archive.field1 = archive.field1 + input.Field1 I need a code so the input.Field1 can just start on the next line. Instead of "value 1, 2,3,4,5" It will be: "1 2 3 4 etc.". somethingAutomatic Project Owner change
Is there a way to change Project Owner automatically once a specific Milestone in a project is marked as completed. Different Teams are working on projects in our Org, they have their own Milestones to complete and so we transfer the project from teamNext Page