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 charges from your customers automatically. This is available for Indian Mastercard and Visa cards and is facilitated using e-mandates, a digital payment service introduced by the Reserve Bank of India.
TDS Override for Transactions (Global Edition)
We've introduced a preference that allows you to edit the system generated TDS amount in transactions. To enable this go to Settings > Taxes > Tax Settings.
Import Customers with Duplicate Names
You can now import customers who have the same display name as the customers that already exist in your organization. This can also be helpful when the import file contains multiple customers with the same display name. To enable this, go to Settings > Preferences > Customers and select Add duplicates as new customers while importing customers.
Correction Invoice (Germany Edition)
In Germany, once an invoice has been sent to the customer, it must not be edited or deleted. To handle this, we have introduced cancellation of the invoice you want to edit/delete and a subsequent correction invoice that can be created. This correction invoice will serve as a record of changes made to the original invoice.
This feature is available for the Germany edition by default, however, if you are in the Global edition with your Business Location set as Germany, you must write to support@zohoinvoice.com to try it out, as it is still in Early Access.
Redirect URL After Saving a Payment Method
You can now direct your customers to a specific URL after requesting their payment information. You can use it to direct customers to your own website, or even the Customer Portal.
Prevent Duplicate Payments
In situations where customers make invoice payments via ACH or direct debit, the payment will be in the Pending status until it has been processed. So, there's a chance for your customers to initiate another (duplicate) payment during this time. To prevent this, go to Settings > Customer Portal and check the Prevent Duplicate Payments option.
New Payment Modes for the Stripe Integration
We have introduced three new payment modes for the Stripe payment gateway to collect payments in Europe:
Giropay
Bancontact
Sofort
iOS Updates
We have incorporated various enhancements introduced by Apple in the Zoho Invoice app for iOS 17 and iPadOS 17. Read more about this update in our blog post.
When collecting charges for invoices, you can now use your customers' previously associated card and bank accounts, instead of adding them newly.
You can now switch between different email templates while sending emails.
Bug fixes and improvements.
Windows Updates
Create and edit the PDF templates of your transactions.
Bug fixes and improvements.
We update our mobile apps regularly, so visit the App Store, Google Play, or Microsoft Store to ensure you're on the latest version.
-----------------------------------------------------------------------------------------------------------------------------------------
This concludes our updates for now. You can visit the What's New timeline for a full list of previous updates. Feel free to share your thoughts in the comments below. For any assistance, reach out to us at support@zohoinvoice.com and we'll get back to you.
Best regards,
The Zoho Invoice Team
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
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
Ramya V
Antony Raja
ekindustries2020
will
20067733248@zohoclosedAccount.com
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
Sigma function call hangs forever from Desk widget — app_install_id/encapiKey are null
Calling ZOHODESK.request() from the widget to invoke a Sigma DRE function URL hangs forever (never resolves, never rejects, no error) until client timeout. Tried with merge fields app_install_id={{sigmaInstallId}}/{{installationId}} and encapiKey={{enCapApiKey}}Draft quotes, sales orders, and raise invoices for services in CRM
Create Quotes, Sales Orders, and Invoices for Services in Zoho CRM You can now draft Quotes, and Sales Orders as well as raise Invoices for services in Zoho CRM. And how is that possible? By filling out the Service subform in your Quotes, Sales OrdersI need help lease Email
I' not getting an email replay when someone open a ticketCanva Integration
Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,Zoho support is trash
I have been sending them requests for over two weeks and I get the most random off topic responses. What the hell is going on there? All I need is to get one of my users setup to run reports. Because as admin of the account I cannot even make this simpleAdmin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the earlyAction Required: Allowlist New IP Ranges for the EU Data Center
Dear Users, We are adding new IP ranges for the Zoho Analytics EU data center (https://analytics.zoho.eu). If you import data into Zoho Analytics from cloud databases (such as Amazon RDS, Amazon Redshift, or Microsoft Azure) or use Live Connect, you mustTips & Tricks #3: Zoho CRM - Agentes en la página de inicio
Hola a todos, Vuestros Agentes realizan un trabajo muy útil. Encuentran información como clientes potenciales importantes, oportunidades de venta y actualizaciones relevantes. Sin embargo, hasta ahora no era posible ver esa información directamente enPricelists
So we have them in books but I cannot find them in commerce?Automating CRM backup storage?
Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,'Pinned' notes feature of a pipeline record
Hi team, Could you please implement a feature which will allow users to pin different notes so that they will appear at the very top of the notes tab in a pipeline record. Sometimes we have a wide range of notes on a record which means more importantAssociate emails from both primary and secondary contacts to deal
We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. ThanksCustom Button Creation from Layout Editor in Zoho CRM
Hello All, Buttons in Zoho CRM act as triggers that perform a specific action when clicked. Zoho CRM includes a set of system buttons that help you carry out common actions with a single click. Beyond these, your organization can create custom buttons#PitStop3: Share & Collect Payment using Zoho Invoice
We have reached another milestone in our journey. Post #15 to #20 weren't just about sharing invoices, they were about building a payment workflow that works for you, your customers and your business. Here's a quick wrap of what we covered in this segment:Suggestions for Improving the Deluge Development Experience
Hello, I would like to share some ideas that could significantly improve the Deluge development experience, especially for partners and developers building larger solutions across the Zoho ecosystem. Some key areas that would add a lot of value: DelugeEnhancement announcement: Mitigate mailbox clutter using the new field: "Sync emails from"
Dear Customers, We hope you're well! We are here with a minor enhancement in email integration in Zoho CRM. Emails have become the primary mode of communication these days. Because of which mailboxes are getting overly cluttered day after day. To helpZoho CRM Sandbox now supports integrations
Hello everyone, We are now expanding Zoho CRM Sandbox to support integrations with other Zoho products. You can connect, configure, and validate the behavior of your integrated tools within a safe, isolated environment - testing end-to-end without touchingBuilding Toppings #8 - Using widgets to extend the Bigin UI
Hello Biginners, In our previous forum post, we explored schedules and workflow functions and learned how to automate real-time and time-based actions inside a topping. In this post we'll look at how to embed custom UI components inside Bigin using widgets.Tip #81 – Turn every session into a story with Session Highlights – 'Insider Insights'
Hello Zoho Assist Community! Picture this: your team wraps up dozens of remote support sessions every week. Each one involved troubleshooting, tools, fixes, and back-and-forth with customers. But when it's time to review what actually happened acrossZoho CRM APIs
Hello, I think as a developer, it is very important to have the ability to manage, develop, and execute functions directly from my local development environment (for example, VS Code). Zoho CRM should have a way to create, deploy, and manage functions🎙️ Ask The Experts: Get Your Bigin Questions Answered Live
We've seen so many thoughtful questions from our #BiginnersClub community over the years. While we're always happy to help here, we're excited to introduce a new way for you to connect with us directly. Join us for Ask The Experts, a one-hour live firesidePostcode problems
So we were very pleased to see we could limit shipping with postcodes. Brilliant. Unfortunately we have discovered It does not seem fit for purpose. In the UK we write postcodes in various ways Examples BH217NL BH21 7NL Bh217nl bh217NL and many more waysCertain items certain shipping
Me again it would be helpful to have different shipping for different categories. Our example are salt. Delivery is free but have a minimum delivery. Pickup is cheaper so it has its own category- pickup.Cookies Consent Management in Webforms
Hello Everyone! We are excited to introduce Cookie Consent Management for webforms. Read on to learn more. Webforms are online forms embedded on websites that allow users to submit data and create records in Zoho CRM. These forms utilize cookies to trackPayment links in Bigin just got supercharged
Greetings, We're happy to announce major enhancements to the Payments feature in Bigin. As you may already know, Bigin supports Payments integration, which enables you to create and send payment links directly from Bigin to your customers. It also allowsDisable Spam filter
Hi Support Team, Please disable spam filter for https://desk.zoho.in/support/keboli. Some spam ticket ids: #102, #103, #104I just signed up
Hi, I have just signed up for the domain griffithcgenterprises.com. I would like to make two adjustments: If possible, I would prefer a 5 GB hosting/email plan instead of the current 10 GB option, as I believe that should be sufficient for my needs atHistory tab stuck loading indefinitely on Android (v2.22.0)
History tab stuck loading indefinitely on Android (v2.22.0) — server returns 500 on visitorhistoryviews Hi all, I'm running into an issue where the History tab in the SalesIQ Android app (v2.22.0) never loads — it just spins indefinitely. ScreenshotsNão consigo enviar e receber e-mail
Estou tendo problema de envio e recebimento de e-mail (meu e-mail é ands....lisi.com.br) Esta mensagem foi criada automaticamente pelo software de entrega de e-mails. Uma mensagem que você enviou não pôde ser entregue a um ou mais destinatários. Esteإلغاء الإشتراك
أريد إلغاء الإشتراك نهائياً.Opening two notes at once in the Mac app
Just like the title says - I want two notes open the same time on my Mac Air. AI search seems to think I have the option to open one window, then click on a second one. But of course if one window is open I can't see the others. It also recommended usingIntroducing the Employee Portal for internal job posting
Employee referrals and internal applications are one of the most trusted hiring channels. But in many organizations, employees only hear about openings through messages, word of mouth, or after the role has already been open for a while. When employeesDepartment Customization Copy/Paste
Hello! I love the new customization of the layouts, rules and templates! However, we have several "departments" that operate similar and as I'm updating either ticket layout or workflow rules, I'm finding that I have to do it in each department. I wouldHow do you import mail from Thunderbird into ZOHO mail
Hi, We have Thunderbird on our Apple Macs and want to transfer the emails from this to our shiny new Zoho mail account. I know using Outlook on a PC you can zip the .eml files up and upload them into specific folders on your ZOHO mail account using this form: mail.zoho.com/mail/jsp/importFolder.jsp However as Thunderbird use mbox files I'm not sure how to do it. Can anyone let me know if they have migrated mail from Thunderbird to Zoho mail and how they did it. I have many folders and emails to transferHow to Open .mbox file in Gmail with Attachments?
Gmail offer users to backup INBOX folder in .mbox file format via Google Takeout Feature. Howver there is no such option to Restore Gmail MBOX. Thus I would like to suggest you to choose an alternate approach i.e. MBOX to Gmail Wizard. This utility will open .mbox file in Gmail with attachments. Steps to open MBOX file in Gmail are; Run MBOX to Gmail Wizard Click Add File and add .mbox file. Enter your Gmail login credentials. Click Convert button. Finished! This is how you can open MBOX file inPoor Zoho Support
Been trying to reach support via telephone and email. The support has always been slow to respond but now its been two weeks without a return call. I have even sent them screen shots of the problem I've having with no results. Is anyone had the same problem.Desk Contact Name > split to First and Last name
I am new to Zoho and while setting up the Desk and Help Center, I saw that new tickets created or submitted from the Help Center used the Contact Name field. This would create a new Contact but put the person's name in the Last Name field only. The FirstSalesIQ operators will not receive any messages if customers do not answer the Pre-Chat questions in Flow Controls.
Hi Zoho SalesIQ Team, I am reaching out to report a issue regarding the Brands > Flow Controls SalesIQ operators will not receive any messages if customers do not answer the Pre-Chat questions in Flow Controls and continue sending messages without completingSalesIQ's Summer '26 Release: For The Moments That Matter
Every customer journey is made up of moments. The moment someone discovers your business. The moment they need help. The moment you decide to reach out. The moment a simple chat turns into something more. And the moments that continue long after the conversationAdd Comprehensive Accessibility Features to Zoho Writer
Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 CurrentNext Page