What's New in Zoho Invoice | Jan - Apr 2024
Hello everyone,
We're glad to meet you with the latest set of feature updates made to Zoho Invoice from January to April. Keep reading to learn more about them.
You'll learn more about the following feature updates:
You'll learn more about the following feature updates:
- Safaricom M-Pesa Integration [Kenya Edition]
- Simple Calculator Support in Rate Fields
- Show SAT Item Details in Transaction PDFs [Mexico Edition]
- Update Your Organisation's MSME Details in Zoho Invoice [India Edition]
- Display a UPI QR Code in Invoice PDFs [India Edition]
- Split and Record Payments for Invoices
- Create Organisations With ZiG As the Base Currency
- Alipay Payment Method via Stripe
- VAT Exempt and Out of Scope Options for VAT [United Kingdom Edition]
- Export Delivery Challans [India Edition]
Safaricom M-PESA Integration [Kenya Edition]
The Safaricom M-PESA integration is now available in Zoho Invoice. You can set up the integration and receive payments in the KES currency from your customers. M-PESA is a digital mobile payments service in Kenya that lets you seamlessly process payments using e-wallets.
To set up the integration, go to Settings > Online Payments. Navigate to the Alternate Modes section and click Set up Now near Safaricom M-PESA.
Simple Calculator Support in Rate Fields
You can now perform basic calculations directly in the Rate field in transactions using parentheses ( ) and the arithmetic operators + - / *. This is helpful when you need to make quick tax deductions before entering item rates in transactions. Note that the calculations follow the BODMAS rule.
Show SAT Item Details in Transaction PDFs [Mexico Edition]
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.
To access this preference, go to Settings > PDF Templates. Select a template and click the Table section. Here, you can select the SAT fields and customize them as required.
Update Your Organisation's MSME Details in Zoho Invoice [India Edition]
If your organisation is registered as an MSME, you can add its MSME details and display the MSME/Udyam Registration Number in your transaction PDFs to stay compliant with section 43B(h) of the Finance Act 2023.
The Government of India introduced the Micro, Small, and Medium Enterprises Development (MSMED) Act, 2006 aiming to promote the growth of MSMEs. Following this, as per Section 43B(h) of the Finance Act of 2023, MSME-registered businesses must receive payments within 45 days from the date of purchase to prevent tax liabilities.
Display a UPI QR Code in Invoice PDFs [India Edition]
You can now allow your customers to easily scan a UPI QR code and make payments for invoices. Note that you'll need to record received payments manually if you enable this option.
To configure a UPI QR code, go to Settings > Invoices > Invoice QR Code. Enter the required details and click Save.
Split and Record Offline Payments for Invoices
You can now split and record a single invoice payment, adding up to three split payments with different payment methods. You can do this only when recording a payment during invoice creation. This feature comes in handy when you receive offline payments for your invoices via different payment modes.
To add a split payment, go to Invoices from the sidebar. Select the [] I have received the payment checkbox during invoice creation.
Create Organizations With ZiG As the Base Currency
You can now create organisations with ZiG (Zimbabwe Gold) as the base currency, and create transactions in ZiG for your customers in Zimbabwe. If required, Global edition organizations can change their base currency and transact in ZiG with their customers. ZiG is the newly-launched gold-based currency by the Reserve Bank of Zimbabwe.
To create a new organization, click the Organization Slider in the top band. Select Manage, and click + New Organization. Select Zimbabwe for Organization Location, and ZiG for Currency.
Alipay Payment Method via Stripe
We've introduced Alipay as a payment method via Stripe. Alipay is a popular digital wallet that is widely used in China. You can set up Alipay and receive payments in the CNY currency. Additionally, you can also receive payments in AUD, CAD, EUR, GBP, HKD, JPY, SGD, MYR, NZD, and USD currencies based on your business's location. Note that you will need to enable this payment method in your Stripe account as well.
The Stripe integration is available in these editions: United States, United Kingdom, Canada, Australia, Global and India.
To enable this payment method, go to Settings > Online Payments > Stripe > Advanced Settings.
Other Enhancements
VAT Exempt and Out of Scope Options for VAT [United Kingdom Edition]
If your customer's Tax Treatment is United Kingdom, you can select their VAT as either VAT Exempt or Out of Scope.
Export Delivery Challans [India Edition]
You can now export the delivery challans you've created as a single file. You can also set a password to protect the exported file, if required.
The Zoho Finance Workshop
Zoho Invoice is a part of the Zoho Finance Suite, which includes apps that help streamline business's finances and operations. Join our two-day workshop on the Zoho Finance Suite and explore an interactive line-up of product sessions, schedule one-on-ones, and more.
Visit this page for more details.
We update our mobile apps regularly, so visit the App Store, Google Play, or Microsoft Store to ensure you're on the latest version.
That's it from us for the latest product updates! We hope the latest enhancements are helpful for your business. You can also visit the What's New timeline for byte-sized information about our previous feature updates and enhancements.
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
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
Subhashri Kamaraj
Sticky Posts
Charting the 2025 Voyage: Zoho Invoice's Year in Review
2025 has been a year of progress, productivity, and purposeful growth for Zoho Invoice. From expanding into new regions to refining everyday workflows, each update was designed to help businesses stay compliant, get paid faster, and work with confidence.
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
Company Multiple Branch/ Location Accounting
Hi All, anyone know whether company can maintain their multiple Branch Accounting in Zoho Books. It will be chart of Accounts & Master Data will be same but different report available as per per Branch. Thanks & regards, Vivek +91 9766906737Zoho Books Invoices Templates
It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.). If you have a sender and receiver address inEmail Administrators! Join our tips & troubleshooting series
Greetings to all the admins out there! This announcement is exclusively for you. As we step into the New Year, we’re excited to start a dedicated series of admin-specific tips curated to support you. These posts will help you overcome everyday challengesDeprecation of the Zoho OAuth connector
Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connectorFree Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics
Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. LearnImport Function: ONLY update empty fields
When setting up an import from a spreadsheet to CRM, there is a checkbox "Don't update empty values for existing contacts" (see screenshot below). While I see some limited benefit from this functionality, I think there should also be an "ONLY update emptyBegin the year with best practices in the Zoho Desk mobile app : Part 2
In focus: Optimizing collaboration and supervision Let's begin 2026 with Part 2 of our tips series on driving your ticketing operations at your fingertips. In Part 1, we explored streamlining operations within tickets. This helped individuals at OmniserveHow to update "Lead Status" to more than 100 records
Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, JonathanJWT Token authentication problem that sometimes generates infinite redirect loops
Description : Nous proposons un bouton sur notre plateforme permettant de rediriger l'utilisateur vers le portail ZohoDesk via un jeton JWT pour une authentification transparente. Cependant, il arrive que certains utilisateurs soient pris dans une boucleZOHO Work Drive Back Up
I am looking for a ZOHO Work Drive backup solution. Something that is cloud based. There's lots of these kinds of options for Google Drive and other providers, but I have not seen anything for WorkDrive. Any suggestions?ZOHO Reports - Filter Logic?
Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. MarkScanned Doc - selecting Item overwrites Rate
I have a Vendor Invoice which was uploaded to Documents. I select Add To > New Bill. The OCR is actually quite good, but it is reading an Item Description instead of an Item Number. I remove the description and select the correct Item Number... and itRecruit API search
Hi all, Attempting to call the search api endpoint from Postman using the word element as mentioned in api docs Search Records - APIs | Online Help - Zoho Recruit When making the call to /v2/Candidates/search?word=Saudi receive response of { "code": "MANDATORY_NOT_FOUND",Saving reading position + Keep screen on
While Zoho Notebook is excellent for saving and annotating articles, its utility is severely limited by the lack of reading progress synchronization. On the Android app, if a user exits a long note after reading 50%, the app fails to save the position.Multiple Vendor SKUs
One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku forZoho LandingPage is integrated with Zoho One!
Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,Android app sync problem - multiple devices have same problem
Hello, I am having a problem with synchronization in the Android app. When I create a drawing, the data does not sync correctly—only a blank note is created without the drawing. I tested this on multiple devices, including phones and tablets, and theHow can i resend a campaign to only one of the recipients on the original campaign
How can i resend a campaign to only one of the recipients on the original campaign ? Sincererly, MikeHow to show branch instead of org name on invoice template?
Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?Marketing Automation Requirements Questions
I would like to set up a multi-email drip campaign- please see the structure below and confirm if I can achieve this set up in Zoho marketing automation. Where applicable, highlight gaps and workarounds. Thanks Drip email campaign- Can I create one driphow to change the page signers see after signing a document in zoho sign
Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!Question about using custom_fields in Storefront Add-to-Cart API (error 2003 – required details)
Hi everyone, I’m working with the Zoho Commerce Storefront API, specifically the Add to Cart endpoint: POST /storefront/api/v1/cart According to the documentation, this endpoint supports a custom_fields parameter for adding line-item custom data. I’mCan a project be cloned?
Good afternoon, greetings. I would like to ask if it's possible to clone a project in Microsoft Project. I found a way to do it using templates, but I'm not sure if there's a direct way to clone a project. Thank you in advance for your attention, andTimesheet Tasks in Zoho Books: associate to service item
How do we associate a service item to timesheet tasks in Zoho Books? For example: Joe spent 5 hours on project:task1 which is Service Item#1 (Income:Service1). When the invoice is issued thru the Project Invoice section, this is not available. When theTask/Activity indicator in SalesPipeline overview has disappeared
I Just logged in my ZOHO CRM first 2026 checking my salespipeline overview , Every record card used to show an indication that there was an open task (Yellow if the expiry date was close, red if the expiry date was today and grey when it had expired).Tip #56- Accessibility Controls in Zoho Assist: Hearing- 'Insider Insights'
As we begin the new year, it’s a great time to focus on making our tools more inclusive and accessible for everyone. Remote support often involves long hours in front of screens, varying lighting conditions, and users with diverse accessibility needs.Zoho Desk Android app update: Table view for All Departments view, custom button
Hello everyone! In the latest version(v2.9.25) of the Zoho Desk Android app update, we have introduced Table view for the 'All Departments' view in the ticket module. We also have supported an option that allows tickets in the Table view to be sortedWhat's New - December 2025 | Zoho Backstage
In December, Backstage introduced a focused set of updates that improve how you manage registrations, communicate with attendees, and track participation. These enhancements are designed to give organizers greater flexibility and clearer control acrossAdd multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesmanA Roundup of Zoho Sprints 2025
Sorting Custom Date in API isn't working w pagination limit
How can we sort a custom field with DATE using pagination? Starting at page=1 then moving to page=2 with a limit of 10 each, its all messed up and even shows some of the same records as page 1? https://www.zohoapis.com/crm/v2/INVOICE_MODULE/search?criteria=(FM_Contact_ID:equals:1234)&sort_by=Invoice_Date&sort_order=desc&per_page=10&page='SAP Business One(B1) integration is now live in Zoho Flow
We’re excited to share that SAP Business One (B1) is now available in Zoho Flow! This means you can now build workflows that connect SAP B1 with other apps and automate routine processes without relying on custom code. Note: SAP Business One integrationEnhancement in Role and Profile mapping of agents in Sandbox
Hello everyone! We have brought in a modification in the way users are mapped to a particular role and profile in Sandbox. What has changed? When agents are copied from production to Sandbox: If a user's current role and profile is available in Sandbox,The reason I switched away from Zoho Notebook
My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digitalDecimal places settings for exchange rates
Hello, We are facing issues while matching vendor payments with banking feeds. As we often import products/services exchange rate comes into play. Currently, ZOHO allows only six digits for decimal places. We feel that conversions like JPY to INR requireZoho removed ability to see all Scheduled Reports!
If you are not the owner of a scheduled report, Zoho recently removed the capability to see each scheduled report. As an admin who relies on seeing all scheduled reports being sent, this is a terrible update. Now I cannot see ANY scheduled reports...even the ones I am being sent!! This should be a setting for admins to control. This is a bad update.Automate Backups
This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.GCLID and Zoho Bookings
Is there anyway to embed a Zoho Bookings signup on a landing page and pass the GCLID information? More specifically, can this be done using auto-tagging and not manual tagging the GCLID? I know Zappier has an integration to do this but is there a betterMerge Items
Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.Create PO from an invoice
We are a hardware and software sales company which receives orders over the internet. We drop ship most of our products from a warehouse outside of our company. Our orders get sync'd into Zoho from our store via onesaas as invoices. It would be greatNext Page