What's New this April 2020 in Zoho Invoice?

What's New this April 2020 in Zoho Invoice?

Hello, everyone!

We hope you and your family members are safe.

As the world is grappling with the COVID-19 crisis, we at Zoho have taken to working remotely. However, this has not brought any lull to Zoho Invoice's monthly feature updates. We have, as always, been working hard to provide you with a smooth invoicing experience. Read on to know what's new this April.


Fresh design for the invoice details page

The invoice details page has been redesigned to help you perform invoice related actions more efficiently. We've contextually grouped and positioned all the invoice actions at the top of the page, switching the focus to better usability. Here are a few key changes in the new design:
  • The actions that were hidden within the More button (like Share and Reminders) have been brought out and grouped based on their functionality.
  • The PDF & Print options have been coupled into a single drop-down button.
  • The Comments & History section is now available as a sidebar, so you can check the invoice details while adding or reviewing a comment.


Customize the report layout for print and export

Want to add page numbers to a report while printing? Or maybe change the font style before exporting the report to PDF? With this latest update, you can change the report's table size and style, select a font family, set the paper size, choose which details to display, and much more.
This can be done at two levels:
  • Organization Level: To set a standard layout for all reports in your organization, go to Reports > Select Configure Report Layout > Choose your preferences > Click Save.
  • Report Level: To customize the layout for a particular report alone, go to Reports > Select the desired report > Select Print Preference (for printing) or Customize PDF (when exporting to PDF). The layout set here will not be saved and will be applicable only to that single Print or Export action.


Create items with identical names

You can now create multiple items with the same name in Zoho Invoice, provided that they have unique SKUs. This can be useful in cases such as selling the same item with different weights or having different sellers for an item.
Before you enable this option, you need to ensure that:
  • The SKU custom field is active and mandatory, and
  • All your items have an SKU.
To enable this option: Go to Settings > Preferences > Items > General > Mark the option Allow duplicate item names.



Note: If you've enabled this option, your items will be mapped by SKU during import.

Collect payments with Mercado Pago

Zoho Invoice can now be integrated with Mercado Pago, one of the leading digital payment platforms in Latin America. This integration lets you collect payments from your customers safely and securely. Mercado Pago provides multiple payment modes such as debit/credit cards, cash, and red link transfers.

To integrate: Go to Settings > Online Payments > Mercado Pago > Set up Now. Learn More



Note: This integration is available only for users whose business location in Zoho Invoice is Argentina, Brazil, Colombia, Chile, Mexico, Peru, or Uruguay.

Apply tax on shipping charges (UK and Global editions)

The UK and Global edition users of Zoho Invoice can now apply a tax on shipping charges. You can add the shipping charge field to your transaction by enabling it under the General Preferences section in Settings.
Note: Your business should be VAT-registered if you want to levy VAT on shipping charges.



Compare the Sales by Customers report by year or period

To check whether a customer's sales have increased or decreased over a period of time, you can now compare the Sales by Customer report with its previous year or period.

To do this: Go to Reports > Sales by Customer > Customize Report > General > Select the desired option for Compare With.

For the full list of updates, you can check the what's new page or release notes. Take these new features for a spin, and share your thoughts in the comments below. You can also write to us at support@zohoinvoice.com if you have any questions or suggestions.

We'll meet again next month with a new set of updates. Hopefully by then, the COVID-19 situation will be under control. Until then, stay safe and take care.

Follow us on Twitter for instant updates.

Regards,
Lavanya
The Zoho Invoice Team





    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.







                              Zoho Developer Community




                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts



                                                              • 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.


                                                              Manage your brands on social media



                                                                    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

                                                                                        • CRM Community Learning Series

                                                                                          CRM Community Learning Series


                                                                                        • Kaizen

                                                                                          Kaizen

                                                                                        • Functions

                                                                                          Functions

                                                                                        • Meetups

                                                                                          Meetups

                                                                                        • Kbase

                                                                                          Kbase

                                                                                        • Resources

                                                                                          Resources

                                                                                        • Digest

                                                                                          Digest

                                                                                        • CRM Marketplace

                                                                                          CRM Marketplace

                                                                                        • MVP Corner

                                                                                          MVP Corner









                                                                                            Design. Discuss. Deliver.

                                                                                            Create visually engaging stories with Zoho Show.

                                                                                            Get Started Now


                                                                                              Zoho Show Resources

                                                                                                Zoho Writer

                                                                                                Get Started. Write Away!

                                                                                                Writer is a powerful online word processor, designed for collaborative work.

                                                                                                  Zoho CRM コンテンツ




                                                                                                    Nederlandse Hulpbronnen


                                                                                                        ご検討中の方




                                                                                                                • Recent Topics

                                                                                                                • File Upload field automatically replaces spaces with underscores – support experience

                                                                                                                  Hi everyone, I want to share my recent experience regarding the File Upload field behavior in Zoho Creator and my interaction with the Zoho support team. When a user uploads a file, the system automatically renames the document by replacing spaces in
                                                                                                                • We Asked, Zoho Delivered: The New Early Access Program is Here

                                                                                                                  For years, the Zoho Creator community has requested a more transparent and participatory approach to beta testing and feature previews. Today, I'm thrilled to highlight that Zoho has delivered exactly what we asked for with the launch of the Early Access
                                                                                                                • Queries on Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP

                                                                                                                  We would appreciate your clarification on how Zoho ERP plans to handle the following: Project-based inventory consumption without itemized sales orders Accurate project cost tracking along with inventory reduction Proforma Invoice usage We look forward
                                                                                                                • Applying Excess Payments & Conflict Invoices Due to Cancelled Items

                                                                                                                  I’m running into several issues that appear to stem from deeper-than-expected overlap between Zoho Finance (Books/Inventory) and Zoho POS. The level of coupling between these systems seems greater than what was originally communicated, and it’s leading
                                                                                                                • Zoho Sprint Backlog View, filter by item status

                                                                                                                  Hello, In Zoho Sprints, it would be great to be able filter out specific items in the Backlog based on their status. We would like to track items that were Removed from our backlog without seeing them constantly in the Backlog view, as this view should
                                                                                                                • WATERFALL CHART IN ZOHO ANALYTICS

                                                                                                                  Hi Team, I would like to know whether Zoho Analytics currently supports a Waterfall Chart as a built-in visualization type. If yes, could you please share the steps to create one? If not, is there any workaround or recommended method to build a Waterfall
                                                                                                                • Export contacts from Bigin's mobile app to your Android device

                                                                                                                  Hello everyone! We're happy to announce that you can now export customer contacts from the Bigin mobile app to your device. Scenario A small-scale business owner has two pipelines in Bigin—one for procuring raw materials and the other for selling his
                                                                                                                • Passing Info from Function to Client Script

                                                                                                                  Hello, I have recently started making use of client script for buttons, allowing me to give the user information or warnings before they proceed. This is great. However, I have never quite managed to pass back any extra information from the function to
                                                                                                                • ASAP iOS SDK – Xcode Compatibility Update

                                                                                                                  Hello everyone, We have been delivering the ASAP iOS SDK developed using Xcode 16.1 to provide Help Center support within mobile applications. Thus, ASAP iOS SDK versions upto 4.5.8 are compatible with development environments running in Xcode 16.1 and
                                                                                                                • Sub form auto field population based on parent form

                                                                                                                  I have a parent form called "Sites" with a text field called "Site". I have a subform called "Design Comments" (actual form name "Review Comments") with a lookup field name "Sites1" that looks up from the Sites form. I want the Sites1 lookup field to
                                                                                                                • A note-taking app right inside your project management space

                                                                                                                  How do you feel when you check off the last task from your to-do list after a long day at work? Euphoric, blissful, satisfied? Now, imagine completing the same checklist from your PM platform, without juggling tools. Sounds simple and handy? That’s exactly
                                                                                                                • Email Forwarding: Maintain business continuity

                                                                                                                  As an administrator, ensuring uninterrupted email communication is critical when a role-based employee is unavailable due to extended leave or a temporary role change. Emails from customers, partners, and internal teams must continue to be received and
                                                                                                                • Tip #61- Collaborate live with Invite Technician- 'Insider Insights'

                                                                                                                  We’ve all been there: you’re deep into a complex remote session, and you realize you need a second pair of eyes. Instead of ending the call or rescheduling, why not just bring the expert to you? With Zoho Assist, you can invite internal colleagues or
                                                                                                                • How to integrate Zoho CRM, Zoho Forms and a WIX Web Site

                                                                                                                  Attached video demonstrates how to use Zoho Forms included in Zoho One, to design a Contact Us form to be embedded into a WIX web site and integrated into Zoho CRM.
                                                                                                                • Bug Causing Major Sync & SO Access Failures in Zoho POS

                                                                                                                  We are experiencing critical and recurring issues in Zoho POS that all trace back to role-permission handling defects in the latest POS app version. These issues directly affect syncing, login ability, and Sales Order access for role-restricted users
                                                                                                                • Change Last Name to not required in Leads

                                                                                                                  I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
                                                                                                                • OAuth2 Scope Error - Incorrectly defaulting to CRM instead of Analytics.

                                                                                                                  Hello Zoho Team, I am trying to connect n8n to Zoho Analytics API V2 for a simple automation project. Despite using the correct Analytics-specific scopes, my OAuth handshake is failing with a CRM-related error. The Problem: The authorization screen shows:
                                                                                                                • Add Custom Reports To Dashboard or Home Tab

                                                                                                                  Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad Announcement: The feature is being rolled out across DC's and Edition in phases. To know more refer to the announcement post here.
                                                                                                                • Hiding Pre-defined Views

                                                                                                                  You can enhance Zoho with custom views - but you cannot hide the pre-defined views. Most users focus on 4 or 5 views. Right now for EVERY user EVERY time they want to move to one of their 4 or 5 views - they have to scroll down past a long list of pre-defined
                                                                                                                • why can't agent see accounts & contacts

                                                                                                                  My new user, with 'Agent' privileges, cannot see records that don't belong to them. How can I give them access? Why isn't this the default configuration in Zoho?
                                                                                                                • Sender Email Configuration Error.

                                                                                                                  Hello Team, Hope you are all doing well. We are in the process of creating the Zoho FSM environment in the UAE. When we try to add the sender email address “techsupportuae@stryker.com”, we receive the error message: “Error occurred while sending mail
                                                                                                                • 【Zoho CRM】フィルター機能のアップデート:ルックアップ項目を使ったデータフィルタリング

                                                                                                                  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からフィルター機能のアップデートをご紹介します。 ルックアップ項目を使ったデータフィルタリングがより詳細に行えるようになりました。 この機能は詳細フィルターとカスタムビューで利用でき、必要な情報を正確に取得できます。 これにより、タブ間を移動することなく、より深く正確な方法でデータを絞り込むことが可能になります。 ◉できること 詳細フィルターとカスタムビューで、ルックアップ先タブの項目が選択可能
                                                                                                                • This will be long, Please bear with me - Next Gen Layout - Search

                                                                                                                  In general, I think that Zoho are going in the right direction with the Next Gen UI. The latest update brings some nice improvements and all-in-all from a user's perspective I think the improvements are generally very good. However, there are some areas
                                                                                                                • Zoho Books | Product updates | July 2025

                                                                                                                  Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in Zoho
                                                                                                                • Zoho Books | Product updates | August 2025

                                                                                                                  Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.
                                                                                                                • Quotes Approval

                                                                                                                  Hey all, Could you please help in the following: When creating quotes, how to configure it in a way, that its approval would work according to the quoted items description, not according to quote information. In my case, the quote should be sent to approval
                                                                                                                • Important Update: Facebook Pages API Deprecation

                                                                                                                  Dear Zoho Analytics users, As of January 26, 2026, Facebook has officially deprecated Facebook Pages API version 18. This update involves the removal of several metrics that were previously supported by the API. As a result, these changes will affect
                                                                                                                • Adding a Deal to and Existing Contact

                                                                                                                  I want to easily add a Deal to an existing Contact. If I click on New Deal on the Contact page this currently this is what happens: All of the mandatory field (and other field) information exists within the Contact. Is there a simple way for it to automatically
                                                                                                                • Custom SMTP is now available in Zoho Sign

                                                                                                                  Hi there! Want to send Zoho Sign emails from your organization's or personal email server? Look no further! Zoho Sign has introduced custom Simple Mail Transfer Protocol (SMTP) for Enterprise users across all data centers. By enabling custom SMTP, you
                                                                                                                • Email was sent out without our permission

                                                                                                                  Hi there, One customer just reached out to us about this email that we were not aware was being sent to our customers. Can you please check on your end?
                                                                                                                • Flexible Partial-Use Coupons (Stored Value Credits)

                                                                                                                  Subject: Feature Request: Ability for users to apply partial coupon balances per transaction Problem Statement Currently, our coupons are "one-and-done." If a user has a $50 coupon but only spends $30, they either lose the remaining $20 or are forced
                                                                                                                • Prevent accidental duplicate entry of Customer Ordersome

                                                                                                                  Zoho Support has confirmed that Zoho currently does not have any method (using Deluge, flow or any other method) to alert a user when a sales order has been entered twice using the same customer reference number (i.e. a duplicate). Most ERP platforms
                                                                                                                • Migrating Brevo Automation Logic to Zoho Campaigns

                                                                                                                  Hello Zoho Campaigns Support Team, I am in the process of migrating my email marketing from Brevo to Zoho Campaigns. I have around 10,000 contacts, which I have already successfully exported from Brevo and imported into Zoho Campaigns. I now need guidance
                                                                                                                • Is there a way to delete workspaces?

                                                                                                                  I want to remove one of the workspaces in my Campaigns account. I don't see any obvious way to do this. Am I missing something?
                                                                                                                • Collapsing and expanding of lists and paragraphs

                                                                                                                  hello Would you ever implement Collapsing and expanding of lists and paragraphs in zoho writer ? Best regards
                                                                                                                • New Custom View -Sorting the Custom fields

                                                                                                                  While creating a New Custom View in invoice , Customers, Bills ,expense etc , the sorting of custom fields are not available , a query function "order by / sort by  " may also be included in  Define new criteria module  which will be more beneficial to
                                                                                                                • Make CAMPAIGNS email look as simple as possible

                                                                                                                  Hi there I'm trying to make my Campaigns email look as much like a normal email as possible. I'm a bit stuck with the "justification" of the email email block. Can I LEFT JUSTIFY the "whole email" to make it look "normal"? (Please see screenshot attached)
                                                                                                                • [Webinar] Top 10 Most Used Zoho Analytics Features in 2025

                                                                                                                  Zoho Analytics has evolved significantly over the past year. Discover the most widely adopted features in Zoho Analytics in 2025, based on real customer usage patterns, best practices, and high-impact use cases. Learn how leading teams are turning data
                                                                                                                • Sorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused.

                                                                                                                  Hello. Lately we are having problems with some campaigns, which show us this error message. Sorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused. We can't find
                                                                                                                • Can I remove or divert certain contacts from an active Campaigns workflow?

                                                                                                                  I have created a workflow in Zoho Campaigns, which sends different emails, once contacts have been added to a mailing list. To choose which email to send to the contacts, there are conditions, which divert contacts based on their company type and their company size. There was a subsection of this workflow, where company size wasn't selected correctly, and some contacts have been sent down the wrong path and received the wrong email. The workflow contains a reminder loop and a further series of emails.
                                                                                                                • Next Page