What's New in Zoho Invoice - Q1 2023
Hello everyone!
We're excited to share the latest features and enhancements to Zoho Invoice. With payment gateway integrations, tax-related enhancements, and highly requested feature updates, there's a lot that's new!
New Features
Apply TDS to Transactions (Global Edition)
Enable TDS (Tax Deducted at Source) for your customers and apply different TDS rates to their transactions. You can also track the applied TDS with the newly-added TDS Receivables report. Click a TDS rate in the report to view the transactions to which it was applied. This report can come in handy during tax audits or when you're filing TDS returns for your business.
To enable TDS, go to Settings > Taxes > Tax Settings. Mark the TDS checkbox, and click Save.
Edit the Tax Amount on Sales Transactions (Global Edition)
You can now edit the total tax amount on sales transactions before sending them to customers. This feature can help you correct differences, if any, between the system-generated tax amount and the preferred tax amount. You can also remove the tax amount altogether by entering 0 in the Total Tax Amount field.
To enable this option, go to Settings > Taxes > Tax Settings. Mark the Tax Amount Override checkbox, and click Save.
Integrate with Stripe (India Edition)
Zoho Invoice can now integrate with the Stripe payment gateway. You can set up the integration and use it to receive one-time card payments from your customers. Since Stripe supports both local and foreign currencies, you can receive payments from your customers in different countries.
To set up the Stripe integration, go to Settings > Online Payments. Click the Set Up Now button under Stripe.
Tax Preferences for Discounts at the Line Item Level (Australia Edition)
Choose to include or exclude tax for discounts at the line item level. This only works on flat discount rates and not on percentages. You can choose the Discount Inclusive of Tax option if you want to apply taxes on discounts. Note that if you select this option, your item rate should not be Tax Exclusive. Similarly, you can select the Discount Exclusive of Tax option if you don't want to apply taxes on discounts.
To configure this, go to Settings > Preferences > General.
Display Credit Notes on the Customer Portal
You can now display the Credit Notes tab on the Customer Portal. Once you enable it from Settings, your customers will be able to view their credit notes that are in the Open and Closed status, the invoices to which the credits were applied, and details of any refunds that were issued. In addition, the comments box on a credit note's details page allows your customers to initiate business discussions.
To enable this tab, go to Settings > Preferences > Customer Portal. Mark the Display credit notes in the portal checkbox.
Enhancements to the Timesheet Module
Assign Codes to Projects
Assign codes to the projects that you work on. This will prove useful when you work on the same project periodically for a particular customer. You can also choose to display this code on the invoices that you send your customers.
Add Users to Projects in Bulk
You can now bulk-update up to 25 projects with one or more users simultaneously. This can help in cases where you need to update all your projects with a particular user, such as an admin that was added recently to your organization.
Redesigned Color Themes
We've enhanced the look and feel of Zoho Invoice. You can now minimize the left side bar to have more space while using the app. Give your organization a makeover by changing it's appearance and accent colour. You can select a fresh theme from the four accent colors or use the custom color picker to set a custom theme that reflects your brand. These settings will be applied to your organization's Customer Portal as well.
That's all for now! We hope you find these updates useful. You can visit the What's New timeline for a full list of previous updates. We update our mobile apps regularly, so visit the App Store or Google Play to ensure you're on the latest version.
Let us know what you think about these features in the comments below. If you need any assistance, please reach out to us via email at support@zohoinvoice.com.
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
djboris
Blair Robinson
Murtaza
themanchicken
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
Uploading a signed template from Sign to Creator
Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // AttachZoho DataPrep and File Pattern configuration
I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regexAssistance needed: Activation of a domain
Hello Zoho Support, I purchased the .com domain "primesolva.com" via Zoho 6 days ago. The domain is still pending, and I cannot access the DNS panel to add the TXT verification for domain ownership. Please confirm the registration status and help me activateOperation not permitted
I am trying to add an email address to the list of user but I am getting error Operation not permittedRequest to Permanently Delete Email User (info@mehbobgulf.com ) from Old Organization
Please permanently delete the user email info@mehbobgulf.com It is still associated with my old Zoho organization. I cannot delete it because it shows ‘You cannot delete email. Zoho host’. I need to use this email in a new Zoho account.”Client host [89.36.170.5] blocked using Spamhaus
Hello please make make actions for delist ..... "Client host [89.36.170.5] blocked using Spamhaus"Suggestion: Option to Re-run a migration
As I'm going through a migration process, I like the IMAP migration tool, but it would be better if there were an option to re-run the same migration as configured. There's not even an option to copy/edit one that's already there. Just run if it hasn'tIssue with "Add Your Mobile Number"
Hello, I am trying to sign up for email service for a domain name, and I cannot finish the authentication. When I enter my mobile number, I receive the message "We’re unable to send OTP to this mobile number. Please contact support-as@zohocorp.com". Izoho mail non vérifié
Bonjour, Il y'a un jour que j'ai acheté un domaine et toute les tentatives pour l'associé a mon compte shopify son vaine. j'ai essayé TXT sans suite après, j'ai essayer avec CNAME sans suite. j'aurais besoin de votre assistance pour associé mon mail.Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
i have facing the issue "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" if i verify domain evertthing i did but still face the same error.ZohoMail is so close to being Perfect BUT
Why don’t you have HILIGHTING???!! I've been trying to find a substitute for Edison Mail but I want & need hilighting (preferably in more than just yellow)! Is this even on your To Do list? I’m so disappointed. 🙄Override Auto Number field?
We are preparing to migrate from Salesforce. In Salesforce, we auto-generate a unique number on our Opportunities (Potentials). If the Opportunity results in a contract, we use that unique number as the Contract number. There are some situations whereUsing a third party service provider want to move directly with Zoho
Hi good day I’m currently using Zoho but I’m using a third party service provider I want to move directly with you guys I’m using Zoho email and invoices and my domain please let me know if it’s possible to move away from the third party provider my emailRequest for Assistance Regarding Email Sending Issue (554 5.1.8 - Email Outgoing Blocked)
Dear Zoho Support Team, I hope this message finds you well. I am writing to request assistance with an issue we are currently facing regarding our Zoho Mail account. Our email account, admin@tuyensinhcanuoc.com, is encountering the following error whenZoho Mail API returns empty inbox (0 messages) but webmail shows 37 unread emails
Hello, I'm experiencing a discrepancy between Zoho Webmail and the Mail API (EU region). **Setup:** - Account: EU datacenter (mail.zoho.eu) - API: Self Client OAuth2 via api-console.zoho.eu - Scopes: ZohoMail.messages.READ, ZohoMail.messages.UPDATE, ZohoMail.folders.READ,Zoho Mail not working
Zoho Mail not workingShipStation and Zoho Inventory
Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY SHIP STATION Sales Order ==> create ORDERS INVOICE <== Shipments What exactly does BETA mean on the Shipstation connector? This is required for me to sign-on in the next month. Thanks in advance for your efforts550 5.4.6 Unusual sending activity detected. Please try after sometime
Hi, I am receiving this error message when trying to send my emails. The only reason I can think why this is happening is my previous two emails were bounced back to me due to a non working mailbox error. I have followed the online links for unblocking but it says there are no blocks on my account. How and when can I get my email working again to send emails? Thanks,E
We are trying to add our Zoho Form embed in our Elementor Page Builder. After adding Zoho Forms widget in elementor page builder it’s displaying in backend page builder but it’s giving 403 error while trying to save, as it’s not reflecting in front end.Connecting Zoho Inventory to ShipStation
we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uricustom module import.
Is there a way to import data into a custom module? Thanks RudyHEIC File Type Viewer
Hi, It would be nice to be able to click on the images in the All Entries/Reports Tables which are HEIC the same as JPG, PNG, etc. so they open in a viewer from Zoho or the Attachment Service, today HEIC requires you to download each image and open itBuilding Toppings #4 - Setting up and using connections in Bigin toppings
When building a topping to extend Bigin's functionality and connect it with third-party applications, creating and handling connections is an important step. Connections provide a secure way for your topping to authenticate and communicate with otherNeed code format to specify default values
Can someone please direct me to the code syntax or the proper translation per the instructions circled below. These instructions don't seem correct.AI Interview Insights: Turn Recorded Interviews into Quick Transcripts & Summaries
Evaluating interviews shouldn’t require replaying long recordings or taking manual notes. With AI Interview Insights, you can now review complete transcripts and AI-generated summaries of your One-way (Recorded) interviews right inside Zoho Recruit. ThisFacing email delivery issues? Verify your domain's DNS records
Have you ever wondered why your legitimate emails are landing in the recipient’s spam folder? Or been surprised to see emails sent from your registered domain getting rejected by recipient email servers? Why does this happen? In most cases, this happensOrder of Departments in Help Desk
In the end user portal, , the departments are sorted by the date of creation of the department (or perhaps their id). Is there a way to choose the display order of the departments or at least to be able to sort them alphabetically?COGS - Account showing negetive
I have multiple COGS account and in these all there is one account is negetive so suggest why it is showing negetive value.?Create CRM Deal from Books Quote and Auto Update Deal Stage
I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted%PaymentLink%
Does not work. Software creates a BAD link. ....and yes payment options are turned on. Link on the invoice pdf once opened will work but this template is a joke.Google Photos
I am hoping that my question already has a fix. I current have Google synced accounts that I want to get away from. One in particular on is Google photos. Is there any software, or 3rd parties that I can join to back my photos up straight to specifically designated file in the ZOHO cloud that's tied to Docs? Please advise... MikeZoho Books Items Categorisation/Grouping/Folder
Is there a way to do items categorisation? a folder structure? Product Type A - Option 1/2/3 Product Type B - Option 1/2/3 Current problem : I have more than 50 items on the list, its hard for team to navigate.Cash payments before invoice date
We have been using zoho books for our hospitality business for some time and have been very happy with the system. However in 2025 an update was pushed through and we are now not able to record payments for invoices before the invoice date. the case scenarioCopy / Duplicate Workflow
I have workflows setup that are very similar to each other. We have a monitoring system watching servers, and all notifications - no matter what client it is about - will come from a noreply@ address which is not very helpful in having it auto assigned to the right account. I have setup a workflow that will change the contact name of the ticket (currently it would say noreply@) to the correct customer which is based on the subject line, as that mentions which server the alert it is about. I needTransfer between two customers (Peters Rental account to Peters Private account)
we are a Property Management company. Our customers have to accounts (registered as two customers - Peter Rental and Peter Private On the rental account all income and costs fron rental activities are noted. On the private account all private are notedAutomation#18: Automatically Fetch Values from Contacts to the Tickets Module
Hello Everyone, Welcome to this week's edition, where you can seamlessly sync fields from the Contacts to the Tickets module. For efficient business operations, it's crucial to have details mapped across different modules. Zylker Secure offers antivirusCharge multiple invoices
We use auto-charge/recurring invoicing for 100's of clients. If we create a single manual invoice we can charge it to the credit card for these clients with the CC added to their recurring invoices. If a client has multiple outstanding invoices, is there a way to make one charge for all of the invoices instead of a separate charge to the cc for each invoice?Handling/tracking escalation management in Zoho
Hi all, I am working on finding a tool to register and track our escalation management process. Specifically, this is about client escalations, typically related to project delivery issues. The idea is that we could have some sort of form with core questionsGlobal Choice List share ownership
I have created several forms that use one or more Global Choice Lists. These lists have been published to Org. I would like to allow one or more admins to edit the choices in these lists. Any help appreciated. GeoffSetting up property management in Zoho Books
Hi, I run a property management business that manages property complexes. There are multiple owners, some owning more than one property on the same complex. My role is to manage the fees they pay for maintenance of common areas, such as the swimming poolNext Page