What's New this September 2019 in Zoho Invoice?
Hello everyone,
We have been bringing out updates to Zoho Invoice regularly, to meet your invoicing needs. Read on to know about the enhancements and features that were rolled out for the month of September.
Configure multi-level approval for sales transactions
The bigger your organization is, the higher chances are for human errors to occur. You can steer clear of these mistakes by setting up multiple levels of approvals for sales transactions.
Here's how it works: You can set up multiple levels of approvers. Once the Level 1 approver approves a transaction, it goes to the Level 2 approver for approval, and so on. The transaction's status will remain as Draft, until it has been approved by the final approver. Multi-level approvals are available for invoices, retainer invoices, estimates and credit notes.
To enable multi-level approval for your sales transactions:
- Go to Settings > Preferences > Approvals.
- Choose the option Configure multi-level approval with specific approvers.
- Set the Level 1 Approver.
- Click Add New Level to add more levels of approvers. You can add up to 10 approvers.
- Click Save.
Note: Only users with approval permission for the sales module can be assigned as approvers.
Send SMS notifications for estimates
Created an estimate for your customer? You can now get it approved quickly by sending them an SMS message with the estimate's details. To send text messages for estimates, you have to configure the SMS notification first. Once you enable this option, you can go to the respective estimate, click More and choose the Notify via SMS option to send the message.
To enable this: Go to Settings > SMS Notifications > SMS Templates > Enable it for Estimate Details.
Set a date range when attaching customer statements
When sending an email to a customer, you can now select the date range of customer statements that you want to attach. You can also double check the attached statements by previewing them before sending the email.
To do this: Go to Customers > More > Email Customer > Mark the option Attach Customer Statement > Click the pencil icon to set the Date Range > Click Save.
Find what you need using Zia Search
Be it searching for a customer's details, or finding all invoices for a particular item, you can now make use of the powerful Zia Search to pull up results within seconds. If you have multiple Zoho Invoice organizations, Zia can search across all of them to help you find what's needed. You can access Zia Search using the following keyboard shortcuts:
- cmd + / for Mac
- ctrl + / for Windows
Enhancements to templates
We have brought in a few customizations to templates:
- Added the option to show or hide an associated invoice's invoice number and invoice date in the Credit Notes template (Available only in India and GCC editions).
To do this: Go to Settings > Templates > Credit Notes > Click Edit on a template > Header > Mark the option Associated Invoice Number/Associated Invoice Date.
- Added an option to change the font size of the content in all the email templates.
To do this: Go to Settings > Emails > Templates > Choose a module > Select a template > Choose your desired font size.
- You can now change the height and width of an item's image in custom templates, using the item image URL placeholder (Ensure that you enable Show in All PDF for item image in the item preferences).
View estimate details contextually
You can now view the estimate details within the invoice module by using the contextual sidebar. Once an estimate has been invoiced, you can view the estimate's details by clicking "View the estimate" in the Comments & History tab of the corresponding invoice.
Do give these features a try and let us know your thoughts and suggestions in the comments below.
Cheers,
Lavanya
Lavanya
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
Shahd.badah
Marcus
Santhosh G
Carole Nadon
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
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
Add "Reset MFA" Option for Zoho Creator Client Portal Users
Hello Zoho Creator Team, We hope you are doing well. We would like to request an important enhancement related to Multi-Factor Authentication (MFA) for client portal users in Zoho Creator. Currently, Creator allows us to enforce MFA for portal users,Support Bots and Automations in External Channels
Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channelsUrgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,
Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) availableCreator HTML page refresh
Hi, I have added around 5 different html snippets in single creator page. I understand, I can refresh the entire page from page script using Navigational URLs https://help.zoho.com/portal/en/kb/creator/developer-guide/others/url-patterns/articles/navigational-urlsZoho Desk - Custom Module Related List Columns on Tickets
I have a custom module in Zoho Desk called Asana Tasks, each task has a lookup to a Ticket. On the Ticket I want to see the columns of the Asana Tasks in the related list . Is there a way to do this? Right now it just has the name of the record and IWhat is your opinion of the new UI?
Hi Everyone, I would like to see what everyone thinks of the new Zoho One Dashboard. I don't get it, but perhaps I'm missing something. What are your thoughts?What are the OAuth scopes needed to access the Zoho MCP server?
I think I'm authenticating with the MCP server endpoint successfully using a bearer token but I can't successfully initialize an MCP session. I'm using the official MCP Python sdk (https://github.com/modelcontextprotocol/python-sdk). I get as far as herecant upload images in signature- urgent help needed. ta!
HI, I have been trying to insert the company logo in the signature. i have tried it several times since yesterday, the longest I waited was 1 hour and 12 minutes for the pop up window to upload a 180 KB .jpg file. what am i doing wrong.. an urgent reply will be appreciated, TaAccount blocked for IMAP use
Hello, My email client (Evolution) can't sync mail anymore. It gives the error: "Your account is temporarily blocked for IMAP use. This may happen if you exceed the maximum number of simultaneous IMAP connections allowed. Kindly try again after some time."Is SMTP included in the free plan?
My client has a Zoho Mail Free 14 day trial that ends tomorrow. She has set up a domain email address with SMTP on a third party app and is wondering if it will continue working once her plan downgrades to the free forever plan. ThanksZoho mail issue.
I have verified my domain ohhoexpress.online by adding necessary TXT and MX records. But when I am sending email to any external email id, it is showing as zohomail.com. Also while I am sending mail to internal mail id, it is saying user not found whereasMy email is blocked from sending
I get this message when I try to send any message .. > Unable to send message, Reason 554 5.1.8 Email Outgoing Blocked We have urgent emails to send and the issue continues to persist from yesterday. Please help us with this issue as soon as possibl[WEBINAR] Smooth year-end closure with Zoho Books (KENYA)
Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zohocannot recieve or send emails
we are not recieving or cannot send emails.Shows sysytem errorZoho Sites - contact us form
I have added a contact us form to my website. I wanted to change the layout so I deleted the section of Contact Us form. When I again try to add the section of Contact Us form, it shows error that "This form already exists on this page." I am unableswitching from POP3 to IMAPI do I need to change settings in Web email?
hi so I am using Outlook with My Zoho mail, also have Verizon email /AOL. they no longer support POP3 and said imapi is much better, so I want to switch my ZoHo to imapai. I googled and it said i need to change it in my account....i looked at my accountWhat functionality is new in the Z025 Spaces UI dashboard compared to the previous Zoho One dashboard?
My company is interested in creating a revamped dashboard this coming year, and are trying to weigh different platform options. The new Spaces UI is said to be a more "feature-rich" dashboard experience than the previous. Could a developer please explainCollections Management: #5 Convenience on Offer, using Self-Checkout
"Is this the right page? Oh, now, it wants my address again. Why am I being redirected?" These were the exact thoughts running through Karan's mind as he tried to subscribe to an application he genuinely liked. He clicked "Buy Now", expecting a quickTip #50- A Closer Look at the Unattended Access Dashboard- 'Insider Insights'
Having complete visibility and quick access to everything you need certainly makes managing multiple remote devices a lot easier, and that is precisely what the Unattended Access Dashboard in Zoho Assist is designed to offer. Once you go to the UnattendedHow to update custom multi-user field in Zoho Projects?
I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.Tip of the Week #75– Manage your social media messages from a single shared inbox.
Are you tired of jumping between apps or browser tabs to reply to your business's Facebook and Instagram DMs? Handling customer messages on social media might seem simple, but switching between multiple platforms can easily lead to lost messages, duplicateZoho Map integration tasks have changed - you need to "Locate all instances of Zoho Map integration tasks in your Deluge scripts by searching for the v1 marker... before 16 January 2026"
The Zoho Map deluge integration task has been changed (as at 21 October 2025) to provide a more structured, JSON-like response. This change affects all three Zoho Map integration tasks (Geocode, Reverse Geocode, and Distance Between). More details canUsing files from Zoho CRM in Gemini/ChatGPT/Claude
Hi all, I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc. In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documentsZoho Analytics & Zoho Creator - Modified Time value
I'm trying to use the Zoho Creator system field 'modified time' in Zoho Analytics, but it's consistently showing 12 hours 'out' In Zoho Creator In Zoho Analytics Is this a constant difference that I just need to correct with a timezone change - or isZoho CRM - Option to create Follow-Up Task
When completing a Zoho CRM Task, it would be very helpful if there was an option to "Complete and Create Follow-Up Task" in the pop-up which appears. It could clone the task you are closing and then show it on the screen in edit mode, all the user wouldPortal For Different Apps
I found some older threads on this but didn't see anything very recent. I'm new to Zoho One so forgive me if my terminology is off a bit. I was hoping set up a single point of entry into Zoho One. So, many of the apps could be found in one single placeCalls undetected
Zoho Voice records indicate my last call ended at 6:00 PM. All incoming and outgoing calls occurred between 6:00 PM and 7:00 PM.Unable to Select Authenticated Domain as Sender
We’ve already authenticated our domain, but it’s still not appearing in the sender list when we try to run a campaign. Could you please check what might be causing this issue?Introducing WhatsApp integration in Bigin
Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—allZoho Projects - Show Task List as dropdown field on Task records
Hi Project's Team, I noticed today that there is no field on a task record related to the task list it belongs to. A dropdown would be helpful for quickly moving tasks between lists while in a task. I know that you can go to "Other Actions" and chooseMy followed tickets extension is not working under the All departments view
Hi. I've installed the My followed tickets extension. However, when I try to open the extension under the all departments view, I get the following message: 'Sorry, this extension is not supported in the All Departments view.' How can I solve this pTicket Time Entry to Timesheet
The title just about sums it up. I have searched here and not found anything relevant, but If I overlooked, then please set me straight. We have staff that do nothing but close tickets in desk all day long. These tickets represent their timesheet. Is there a way to have this information sync or for a tech to go into their timesheet themselves and sync it with their tickets of the same timeframe?? We waste a ton of time doing timesheets and the old "Clock in/Clock out" isnt detailed enough for us!!Calls undetected.
The call is not showing on the call log.Calls undetected
Zoho is not reading calls made.Multi-currency and Products
One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each.Missing information data Zoho inventory
there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya lesCalendar Events Issues
Not able to view scheduled events on my calendarExtensions 101 webinar series: Build, integrate, and monetize with extensions
Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. LastCustom Related List Inside Zoho Books
Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");Where are recordings stored?
I have hosted a couple of test meeting, used the "record" button to start and stop the recording but I am unable to find where are those recordings saved? Can anybody help? ThanksNext Page