What's New this June 2019 in Zoho Invoice?
Hello everyone,
We're back with yet another set of updates and enhancements that makes your invoicing experience easier. Let's take a look at all the changes made to Zoho Invoice for the month of June.
Get timesheet entries approved by manager
We have
Client Approvals
for timesheet entries already, and now we've gone a step further and introduced approvals by project managers as well. Users can submit their logged time entries to their manager for approval. Once the manager approves it, the time entries can either be invoiced or sent to clients for their approval.
Read More
To do this: Go to Settings > Preferences > Projects > Tick the box
Enable Approval for time entries
.
Track the notification emails sent to customers
Want to know if your customers have opened the emails you sent them? You can now track the emails that you sent out regarding invoices, estimates and retainer invoices. With the
Email Insights
feature, you can view the time and date the email was opened by the customer.
Read More
To do this: Go to Settings > Email > Email Insights > Enable the option
Track the emails sent to your customers
.
Adjust the address positioning in templates
When sending out an invoice via snail mail, the positioning of the address is important as it should be visible through the transparent sheet in an envelope cover. Taking this into consideration, we have now brought in the option to adjust the positioning of the shipping and billing address by a maximum of 30mm, so that it fits in your envelope perfectly. As of now we have supported this for three
Invoice
templates only: Standard, Compact and Continental templates.
To do this: Go to Settings > Templates > Invoices > Edit a template (Standard, Compact or Continental) > Header > Change Position > Enter the dimensions.
Accept or decline estimate using the public link
We've made accepting estimates easier for one-time customers who do not have Client Portal enabled. Your customers can now accept or decline an estimate sent to them, right from the estimate link shared with them.
Read More
To do this: Go to Settings > Preferences > Estimates > Tick the box
Allow customers to accept or decline the estimates via the public link
.
Pay off all the outstanding invoices
The easier the payment method is, higher are the chances of receiving payments faster. We've now provided an option to let your customers make bulk invoice payments. Your customers can pay the total outstanding payment of all their pending invoices (which supports online payments) through the public link.
Read More
Configure additional options for SMS payment reminder
In addition to sending out automated payment reminder messages to customers, you can now choose to send a manual payment reminder SMS for a particular invoice too. Also, if you have multiple contact persons, you can select the ones who should be notified via SMS.
To do this: Select an Invoice > More > Notify via SMS > Choose
Payment Reminder
and select the contact persons.
Link projects in expense bulk add page
Save time and link the project corresponding to each expense, when you bulk add the expenses. With the increase in the number of columns, we've also provided the option to customize the columns according to your needs. These customized columns will be retained as long as the page is not reloaded.
To do this: Go to Expenses > + New > Bulk Add Expenses > Link projects to each expense.
Configure item import overwrite option
When importing data, you might come across a few duplicate records. If you're importing items and you face duplicate records, you can now choose the field (
Item ID
or
Item Name
) based on which these records should be overwritten. This option can not only be useful for overwriting, but also to update the Item Name in bulk by mapping the items with Item ID.
Read More
Assign a currency name
There are countries that have the same currency name. For example, the currency for both the US and Australia is the Dollar. To differentiate between them, you can now append the country name to the currency name. This currency name will be displayed in the Amount in Words field of each transaction.
To do so: Go to Settings > Currencies > Select the currency to be edited > Update the Currency Name.
That's not all, you can view the full list of updates in our what's new page and release notes. Try these features and don't forget to share your thoughts in the comments below. We'll be back next month with a bunch of fresh updates.
Cheers,
Lavanya
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
Lavanyasree S
daelyn
ryan
Judy Perry
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
Decimal places settings for exchange rates
Hello, We are facing issues while matching vendor payments with banking feeds. As we often import products/services exchange rate comes into play. Currently, ZOHO allows only six digits for decimal places. We feel that conversions like JPY to INR requireNo Ability to Rename Record Template PDFs in SendMail Task
As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, andNew in CPQ: Smarter suggestions for Product Configurator by Zia, and additional criteria in Price Rules
Hello everyone! CPQ's Product Configurator in Zoho CRM allows sales teams to define structured product bundles through configuration rules, ensuring that the right product combinations are applied consistently in quotes. Admins set up these configurationsProcess between CRM and Campaigns to ensure double opt-in contacts?
I would like to ask for a few clarifications to ensure we fully comply with best practices and legal requirements: According to the documentation (Zoho Campaigns CRM sync – Default option), the best and recommended way to sync contacts is by using theZoho Books - New Interface keep details with PDF View
Hello, The Zoho Books Interface has changed for estimates etc... One thing is causing issues though. Before the change, in PDF view you could see the detail information including custom fields entered for the estimate. Now, you have to switch betweenTip #52- Zoho Assist Downloads: Everything You Need in One Place- 'Insider Insights'
Looking to start remote support sessions faster, manage unattended devices effortlessly, or join sessions without any hassle? The Zoho Assist Downloads Center has all the tools you need—across desktop, mobile, IoT, and browser environments. With our rangeCondition based aggregate fields in subforms
Hello everyone, We're excited to inform you about the latest enhancements made to our aggregate field capabilities in subforms; create aggregate fields based on conditions! An aggregate field is a column on which a mathematical function has been applied.SalesInbox
Sorry for saying this but SalesInbox is a really mess. BIG FAIL. Bad UX and VERY bad IMAP sync. I don't know how can someone use this to be more productive. It's just the oposite. I'm trying to use SalesInbox for a while but sales people do not have just sales activities so we still have to came back to the mail app anyway. Folders of SalesInbox are not in sync with folders of mail server (wich syncs Ok to mobile) and vice-versa wich leads to double work as now you have to cleanup 3 inboxes (MailPrint labels on selected view
How can I print labels for select view. Always defaults to ALL contacts when I select View = Mailing Labels. Thanks!!Update CRM Price Books to include volume discounts as per Zoho Books/Inventory
Once again, Zoho has 3 great products that all store information in different ways (which is not helpful when you attempt to integrate the 3 products - one of the best features of Zoho). Zoho CRM Price Books are basic at best. Zoho Books/Inventory PriceTip #40- Strengthen Remote Support with IP-based Restrictions in Zoho Assist– ‘Insider Insights’
Protecting sensitive data and preventing unauthorized access is a top priority for any organization. With IP-based restrictions in Zoho Assist, you can ensure that only users from trusted networks can initiate remote support sessions. Say your IT teamPrinting Client Lists
I was looking for a way to print out client lists based on the account. For example if I want all my contacts from company A on one sheet, how would I do this. Moderation Update (3rd December 2025): There are two challenges discussed in this thread. 1.Qwen to be the default open source Generative AI model in Zoho Desk
Hello everyone, At Zoho Desk, we will make the latest Qwen (30B parameters) the default LLM for our Generative AI features, including Answer Bot, Reply Assistant, and others. As a subsequent step, we will discontinue support for Llama (8B parameters).ZOHO Blueprint and Workflow
Hi, Correct me if i'm wrong, Blueprint triggers when a record that meets the criteria is created. It follows a specific transition that you will be setting up. Does blueprint work if the first state was triggered by a workflow? For example, In my custom module 1, I have a field named status. The statuses are 1, 2, 3 and 4. As soon as I create a new record, a workflow triggers that updates the status field to 1. Can a blueprint start from 2? My other concern is, can blueprint transitions work at theZoho CRM Participants Automatic - Invite Using Deluge
Hi Zoho! Is there a way to make the invitations automatic via API? I'm using this one but it doesn't work or reflect in the CRM: participantUser = Map(); participantUser.put("type","email"); participantUser.put("participant",email); participantUser.put("invited",Greek character in Deluxe script
Hi, We have been using a script since 2022 which replaces characters in Greek contact names using replaceAll. Since this morning, all the Greek characters used in the script have turned to question marks. I tried retyping the characters, copy-pastingWork Order Assignment for Engineers Handling Their Own Requests
I’m setting up FSM for a business where there are multiple engineers, but each engineer handles their own process end-to-end receiving the service request, creating the work order, and completing the field service job. I noticed that I must create anExperience Zoho Show on Mac now!
Work today isn’t tied to a single place, time, or routine. It happens in cafes between meetings, on flights, or late at night when ideas strike. And when ins, your tools need to be ready, wherever you are. That’s why we built the Zoho Show app for Mac.【開催報告】東京 ユーザー交流会 Vol.4 | Zoho CRM 自動化のコツ ・Bookings のビジネス活用シーンとおすすめ機能を紹介
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。 11月28日(金)に新橋で「東京 ユーザー交流会 Vol.4」を開催しました。ご参加くださったユーザーの皆さま、ありがとうございました。ユーザー交流会の年内開催は、今回が最後でした。 この投稿では、当日のセッションの様子や使用した資料を紹介しています。残念ながら当日お越しいただけなかった方も、ぜひチェックしてみてください😊 ユーザー活用事例セッション：関数やクライアントスクリプトまで、CRMをもっと便利に Zoho CRM には、ワークフローやブループリントなど、さまざまな自動化に役立つ標準機能が備わっています。さらに、関数（Deluge）のようにスクリプトを記述して高度な自動化を実現することもできます。Kiosk Button Actions
I need to add an action to a Kiosk Button to loop me back to start the kiosk again and I am not sure what that looks like (function, etc.).Dependent drop-downs... how?
Good day. I have 2 different situations where I need a dependent drop-down field. First is for a subform, where I want to show related fields for a specific customer on the main form. In my case it is a parent whose children make use of our school transportReporting Limitation on Lead–Product Relation in Zoho CRM
I noticed that Zoho CRM has a default Products related list under Leads. However, when I try to create a report for Lead–Product association, I’m facing some limitations. To fix this, I’m considering adding a multi-lookup field along with a custom relatedSeries Label in the Legend
My legend reads 'Series 1' and 'Series 2'. From everything I read online, Zoho is supposed to change the data names if it's formatted correctly. I have the proper labels on the top of the columns and the right range selected. I assume it's something inDynamic Signature - Record owner
Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to referenceSet Warehouse based on Vendor
Greetings. I would like to set automaticaly the Warehouse based on the Vendor. Context: I am working on an adaptation of a Purchase Order to be used as a Quotation. I have defined that when a user has to raise a quote the Vendor will be "PROCUREMENT" I would like to set the Warehouse to a predefined value when "PROCUREMENT" is set as Vendor. I have tried to do with the Automation feature using the Field Update option, but Warehouse does not is listed as a field. Can you help? Thanks in advance.Printing from Zoho Creator hosted on my own server to printers hosted on my clients local network
Hello. Fairly new to Zoho Creator and looking for best options to be able to print from my application hosted on my own server to any printer hosted on my clients own local network. Any advice is welcome. Thank you.Add System Pre-Defined Lookup Field to Subform?
Hi there! New to using Zoho, so this may already exist, but I'm having trouble figuring it out. Is there a way to get the system pre-defined Account Lookup field (in our case, renamed to Company Name), as the starting point for a subform? In our company,Numbered / bullet point List in Zho Cliq
Hi, is there a way to format chat messages in Cliq like this Topic 1 Hey, I finished this project yesterday etc... Topic 2 I am still working on this etc...Cannot Access Subform Display Order in Deluge
As highlighted in this community post, we still have to deal with the significant limitation of not being able to access the user-sorted order of subform rows through Deluge. This creates a major disconnect between the UI capabilities and backend automation,How many groups in Zoho Mail can I make?
I'm currently on the free plan, which has a limit of 10 users. Does that limit includes groups too? If not, what is the limit for groups? Thanks!Feature Suggestion for Zoho Social: Auto-reply to Comments or Keywords
Hi Zoho team, I'd like to suggest a very specific feature that would be extremely helpful for customer engagement: the ability to automatically send a reply to comments on posts — either all comments or those containing specific keywords. For example,Already have Zoho account. Not letting me log in
I already have a Zoho account that is associated with my Google email and my phone number. Even though I'm already logged in to Zoho, when I click on the mail icon to access my email, it takes me to the pricing page. When I click on the free option, itZOHO Mail App Not working
There seems to be an issue with Zoho Mail App today. It is not connecting to server, internet is working fine, tried uninstalling app and reinstalling, loading circle keeps spinning round. Is there an update on the way?facing error 550 5.4.6 while sending emails
Please help me fix this issueAllow Itemization for Recurring Expenses
For whatever reason, one cannot itemize a Recurring Expense. This capability should be added. The use cases to support this are largely the same as what they were to allow for itemization in Expenses. Anything that would need to be itemized for a regularZoho reply to not working. just reply to my self
Hello. i using on my wordpress website a contact form from Wsform. i can set the reply to email there. normally it works. but since i am using your wordpress plugin zoho mail it doesn`t work. its not using the reply to (email from customer). I just canCan't receive any email from other platform
Hello,everyone, i'm just join zoho and create two email accounts for my own business. I was using it to get a verified email from stripe, but can't receive it. and I use my private gmail account to send test email twice, first time show below reply, butYour Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts
Can some on help me regarding our account . thank you so muchZoho Creator integration with Sage 50
Hi, Wondering if anyone has had any experience connecting Zoho to Sage 50 and could share any information on this matter. Thank you.Conditional Email Forwarding
How can I set conditional email forwarding of the users? For example: Mail should be forwarded to a address only if it comes from a particular sender. So, I want such email forwarding, which forwards mails based on particular conditions, like the incomingNext Page