What's New this July 2018 in Zoho Invoice?

What's New this July 2018 in Zoho Invoice?

Hello Everyone,

As we step into the second half of this year, we've made some significant feature upgrades to Zoho Invoice. Read on to know to find out if this feature is what you've been looking for this month!  


Hassle-free GSTR 1 Filing (Indian Editon)

File your GSTR-1 without much effort using this new feature in Zoho Invoice. The GSTR-1 report deals with the outward supplies of goods or services in your business. So you don't just create contacts and record invoices that are GST compliant, but also you get to file them from Zoho Invoice.




Update Your Estimates in Bulk

Ever wanted to update a single field in all your estimates? Well, you can do that now. Zoho Invoice allows you to update each field in bulk so you can cast a heedful eye before you update all your data.



Customizable Payment Numbers (Indian Edition)

Configure the prefix and suffix of payment numbers to suit your business. So you can now choose to generate payment numbers or add the payment number for your receivables each time. Learn More.



Enhanced Reports

We've polished our reports module to let you get every detail that you're looking for. The Invoice Details report now has the Advanced Filters fitted to it so you can customize and generate new reports based on the criteria you set.


Not just that, the Aging Details report of your Receivables will also let you filter and generate reports by Customer.


Custom Buttons for New Entities

As another step towards bringing a highly customizable product to our customers, we've now introduced Custom Buttons for Credit Notes, Retainer Invoices, and Expenses. So you can create new custom buttons and trigger the required action at the touch of a button. Learn More.




While these are some of our major updates for this month, you can check out all our updates on our What's New page. If you’ve got any questions or feedback, leave a comment here, or drop us a line at support[at]zohoinvoice.com.

We'd love to hear from you!

Cheers, 
Aashika M
The Zoho Invoice Team






    Access your files securely from anywhere







                          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

                                                          • 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


                                                          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 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

                                                                                                          • filter broke my data

                                                                                                            I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they
                                                                                                          • Email address for forwarding is not saving and there's no confirmation ema

                                                                                                            Steps to reproduce: 1. Enter my forward email in the email forward section of the account 2. Click save 3. See a notification stating saved successfully 4. Refresh the page, no forward email is saved 5. No email confirmation received at the forwarding
                                                                                                          • How do I move Notes around within a Group?

                                                                                                            It says here: " You can now sort notes by title (alphabetically), or by date modified and date created. You can even organize your notes by dragging and dropping them into a particular order. To sort your notes, simply go to Settings and tap “Sort By.” Please note: all sort settings will be saved and synced across devices, except for custom sorting. Custom sorting will be device specific."However, I am unable to 'custom sort' in either Notebook for Mac or on the Web. In addition, I can't find the
                                                                                                          • javax.mail.authenticationfailedexception 535 authentication failed

                                                                                                            Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha
                                                                                                          • Pocket from Mozilla is closing shop. Don’t lose your favorites . Move them to Zoho Mail Bookmarks now! 📥🔖

                                                                                                            The end of Pocket shouldn't mean the end of your important links and content. Easily import them into Zoho Mail's Bookmarks and continue right where you left off. You can bring over your entire Saves, Collections, and tags just the way they are. Bookmarks
                                                                                                          • Zoho Sign: need to leave document pending for up to a year, or maybe there's a better way?

                                                                                                            I have zoho one, maybe there's a better way to do this with another service than sending a zoho sign template from zoho crm. At the end of the day this requirement is due to regulations, no matter how dumb it may seem. I'm just looking for a way of getting
                                                                                                          • 'Add Tax To Amount' not reflected in Invoice

                                                                                                            Hi Zoho Support, I'm experiencing an issue with tax calculation display in my invoice template. Despite having "Add tax to amount" box checked in the template settings, the Amount column is not showing the tax-inclusive total for line items. Current behaviour:
                                                                                                          • To Do: shareable task links without login

                                                                                                            Hi! I’m using Zoho Mail and ToDo in my daily work, and I’ve run into one limitation that’s a real blocker for me. Right now, to share tasks with managers or directors, they need to have a Zoho account and be added to a group. In practice, many of them
                                                                                                          • Separate Items & Services

                                                                                                            Hi, please separate items and services into different categories. Thank you
                                                                                                          • Unable to edit or delete email address

                                                                                                            I signed up for free Zoho today. I usually am pretty good at understanding and configuring things like this, but your interface baffles me, and your online help is cryptic to say the least. I have spent hours just trying to set up a couple of email accounts in Zoho before pointing my domain MX records to Zoho. I solved some other issues on my own, but I can't figure out this latest problem: I have created two email addresses in Zoho. Let's call the first one myname@mydomain.com and the second one
                                                                                                          • Mastering Zia Match Scores | Let's Talk Recruit

                                                                                                            Feeling overwhelmed by hundreds of resumes for every job? You’re not alone! Welcome back to Let’s Talk Recruit, where we break down Zoho Recruit’s features and hiring best practices into simple, actionable insights for recruiters. Imagine having an assistant
                                                                                                          • We are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com

                                                                                                            I cannot sign up and return the error of we are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com
                                                                                                          • Multi-currency - What's cooking ?

                                                                                                            Hi,       We have been doing this feature for sometime and we would like to give you some glimpses of it.  Working with Multi Currency :        Multicurrency support gives you the ability to handle business transactions in multiple currencies. You can define a base currency for your organization and add more currencies with exchange rates based on the base currency.  Setup :        From the setup page, you can manage all the currencies supported by your organization.       Currencies page        
                                                                                                          • Integrating Chatbot with Zoho Creator Application

                                                                                                            Is it possible to integrate a chatbot with a Zoho Creator application?
                                                                                                          • How to reduce programmatically the image uploaded by user?

                                                                                                            I need a function that will automatically reduce the pixel dimension to 800 x 600 pixels / 180 resolution or (approx. 1.37MB) of image uploaded by user from digital camera, for example, 2271 x 1704 pixels /180 resolution or approx. 11.1MB. After the user selected the image, the function will able to detect if pixels is above 800x600, process the photo (crop/ reduce) and resume upload. Need help...  
                                                                                                          • Dark mode for Zoho Creator / Zoho CRM Code editor

                                                                                                            Hi Team, Is there any plans for Dark mode in Zoho creator / Zoho Crm code editor and development pages in pipeline?
                                                                                                          • Is there a way to make a button scroll down?

                                                                                                            Looking to have a button on a landing page scroll down to another section on the page. Any recomendations outside of coding?
                                                                                                          • Collective-booking event not added to all staff calendars

                                                                                                            We assign two staff to certain events. When the client books this event, it adds it to one staff calendar (the 'organiser') but not the other. How can I ensure all staff assigned to a collective booking get the event in their calendar? (A side note: it
                                                                                                          • ZOHO Android Client

                                                                                                            Hi, I installed the Android app, but it had an issue, so I reinstalled it. I was able to add multiple accounts, but now when I add the next account, it just duplicates the one I already have and will not even allow me to enter the info for another account.
                                                                                                          • I'd like to suggest a feature enhancement for SalesIQ that would greatly improve the user experience across different channels.

                                                                                                            Hello Zoho Team, Current Limitation: When I enable the pre-chat form under Brands > Flow Controls to collect the visitor’s name and email, it gets applied globally across all channels, including WhatsApp, Messenger, and Instagram. This doesn't quite align
                                                                                                          • Enhance Barcode/QR Code scanner with bulk scanning or continuously scanning

                                                                                                            Dear Zoho Creator, As we all know, after each scan, the scanning frame closes. Imagine having 100 items; we would need to tap 100 times and wait roughly 1 second each time for the scanning frame to reopen on mobile web. It's not just about wasting time;
                                                                                                          • Managing Rental Sales in Zoho Inventory

                                                                                                            I am aware that Zoho Inventory is not yet set up to handle rental sales and invoicing. Is anyone using it for rentals anyway? I'd like to hear about how others have found work arounds to manage inventory of rental equipment, rental payments, etc. Th
                                                                                                          • Megamenu

                                                                                                            Finally! Megamenu's are now available in Zoho-Sites, after waiting for it and requesting it for years! BUT ... why am I asked to upgrade in order to use a megamenu? First: Zoho promised to always provide premium versions and options for all included Zoho-applications
                                                                                                          • Zoho Flow to Creator 3001 Respoonse

                                                                                                            I have updated my Flows with the new V2 connection to Zoho Creator, but now some Flows do not work. They take in data from a Webhook and are supposed to create a record in Creator, however creator returns a 3001 message along with a failure, but I cannot
                                                                                                          • File Upload to Work Drive While Adding Records in Zoho Creator Application

                                                                                                            Hi I am trying to set a file attachment field in zoho creator form, to enable the user to upload a scanned document from their local pc. The file should be uploaded to zoho workdrive and not to the default zoho creator storage. The file link should be
                                                                                                          • Why not possible to generate?

                                                                                                            Using this https://desk.zoho.com/DeskAPIDocument#TicketCount#TicketCount_Getticketcountbyfield on my ZML script url :"https://desk.zoho.com/api/v1/ticketsCountByFieldValues?departmentId=XXXXXXXXXXX&accountId!=XXXXXXXXX&customField1=cf_country_1:XXXXXX&field=overDue"
                                                                                                          • email

                                                                                                            Hi My crm email is not working, can you check, I have zoho one account.
                                                                                                          • Need option to see Mass Emails & Cadences in Gmail Outbox OR a dedicated Zoho Outbox

                                                                                                            Hi everyone, Right now, when we send 1:1 emails from gmail (with gmail API connected to Zoho CRM), those emails appear both in gmail's sent folder and in Zoho CRM. That works well. But when we send Mass Emails or Cadence emails form Zoho CRM, they are
                                                                                                          • I can't found API for Sales Receipts

                                                                                                            Hello May you please help me to find an API document for Sales Receipts to get data and retrive a custom fields like Invoice and credit notes Regards
                                                                                                          • Kaizen #205 - Answering Your Questions | Managing Picklists and Enabling History Tracking via Zoho CRM APIs

                                                                                                            Hello everyone! Welcome back to another post in our Kaizen series. In this post, we will look at how you can manage picklist fields in Zoho CRM using APIs. This topic was raised as feedback to Kaizen #200, so we are taking it up here with more details.
                                                                                                          • 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 for
                                                                                                          • Internally created tickets

                                                                                                            Hi there When tickets are created internally on-behalf of customers - there is nothing to show that the ticket was created by an internal agent. This means, that it's easy for our agents to confuse tickets which were created by internal team members and
                                                                                                          • Automatically change website passwords

                                                                                                            Hi everyone, We just switched to a Professional package to also use the "Automatically change website passwords" function. But I cannot find anything about it, how to use it, anywhere. Does anyone know how I can use this function? Best, Caspar
                                                                                                          • Change Invoice Prices for an Effective Date

                                                                                                            Hi, It would be a really good feature to be able to change the prices on invoices/recurring invoices from an effective date in the event of price increases. For instance, I am in the process of increasing prices that will be effective from a specific
                                                                                                          • "Other Current Asset" accounts as "Paid Through" accounts in Expense

                                                                                                            It would be incredibly useful to be able to assign accounts of type Other Current Asset as Paid Through accounts in Expense. Currently, Other Current Liability are permitted as Paid Through Accounts. This makes sense, as Credit Cards are current liabilities.
                                                                                                          • Multi column open text questions that allows respondents to add rows for additional information

                                                                                                            I need to create a question that has 2 columns with open text, but I also need to allow respondents to click a "+" button, or something similar, so that they can add additional information if they choose to. I've tried using the Multiple Textboxes type
                                                                                                          • Bot Filtering & Apple Mail Privacy Protection Compliance in Zoho Campaigns

                                                                                                            Dear Campaigns Users, The wait is over! We’re excited to announce that the enhanced bot filtering feature is now live in Zoho Campaigns. This update brings greater accuracy to your email campaign reports by distinguishing real user engagement from automated
                                                                                                          • Découvrons les détails qui simplifient vos journées de travail avec Trident

                                                                                                            Nous nous installons dans des routines efficaces et rodées avec le temps. Chaque matin, nous ouvrons nos e-mails, passons aux messages, consultons notre agenda, puis attaquons nos tâches. Ce processus nous semble maîtrisé, mais est-il réellement optimisé
                                                                                                          • Issue with Purchase Rate Showing as “0” After Importing Items List

                                                                                                            Dear Zoho Books Support Team, Good day. I’m reaching out regarding an issue I’m facing while importing my items list into Zoho Books. Despite mapping all fields correctly and including the purchase price for each product in my Excel file, the Purchase
                                                                                                          • API for Task Entity in Zoho Books

                                                                                                            I’m working on automating task creation in Zoho Books via a custom button in the Bills Module. The goal is to create a task in the Tasks Module and assign it to the Finance Team, so they can track progress efficiently. While reviewing Zoho Books documentation,
                                                                                                          • Next Page