Zoho Books | Product updates | July 2025

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 Books

We have introduced plan based trials, which allow you to explore five trial plans: Standard, Professional, Premium, Elite, and Ultimate. By default, the Premium trial plan is assigned when you create an organization.

To switch the trial plan, click the organization's logo at the top right of the screen > select Change Trial Plan > Choose Plan > click Save.

Introducing a New Flow to Track Discounts on Bills under Inventory Asset

We're introducing a new flow for how discounts are managed at the line-item level in bills. Once you switch to the new flow, any discount applied to line items in a bill will be tracked under the stock account by default.default. The actual cost will be reflected in both the journal entry for the transaction and the Inventory Valuation Summary report, giving you a more accurate view of your inventory value.

Record Income TDS Without Linking It to an Invoice [India & Global Editions]

You can now record income TDS payments separately, without linking them to any specific invoice.



To record a TDS payment without linking it to an invoice, go to Sales > Invoices. Select an invoice, click the Record Payment dropdown, and choose Record Payment. Enter 0 in the Amount Received field, select Yes, TDS (Income Tax) in the Tax Deducted? field, fill in the other mandatory details, and click Record Payment. 


To record a TDS payment without linking it to an invoice from the Payments Received module, go to Sales > Payments Received. Click + New, select a Customer Name, enter 0 in the Amount Received field, fill in the other mandatory fields, and click Save.

Mark PDF Templates as Active/Inactive

You can now mark a PDF template as inactive instead of deleting it. Inactive templates cannot be associated with any modules. You can also mark the template as active later.



To mark PDF templates as inactive, go to Settings > Customization > PDF Templates. Select a module under the Templates pane, hover over the desired template, click the Settings icon, and select Mark as Inactive from the dropdown.

Configure Workflows Rules Based on Organization or Customer Time Zone

You can now configure workflow rules to execute based on either the organization’s or the customer’s time zone. For example, if your company is based in New York and has customers worldwide, you can choose to send reminders based on the customer’s local time zone. 



Note: This feature is currently supported only for the Invoices and Sales Orders modules.

WhatsApp Notification Support for Packages and Shipments

You can now configure templates to send package, shipment, and delivery details to your customers via WhatsApp. You can also check the message status from the Comments & History section.



To enable WhatsApp notifications for packages and shipments, go to Settings > Integrations & Marketplace > WhatsApp. Slide the toggle next to Package, Shipment, and Shipment Delivered. You can then create WhatsApp templates and get them approved by Meta to start sending notifications to your customers. 

 

To send a WhatsApp notification for a package that is not yet shipped, go to Sales > Packages. Select the package and click Send WhatsApp Message on the details page.

 


To send WhatsApp notifications in bulk for packages that are not yet shipped, go to Sales > Packages. Click the Filter icon, select the Not Shipped filter, choose the packages, and click the WhatsApp icon at the top of the page.

 


To send a WhatsApp notification for a shipment that has been shipped or delivered, go to Sales > Shipments. Select the shipment, click Send, and choose WhatsApp Message from the dropdown.

 

To send WhatsApp notifications in bulk for shipments that have been shipped or delivered, go to Sales > Shipments. Click the Filter icon, select the Shipped/Delivered filter, choose the shipments, and click the WhatsApp icon at the top of the page.



To provide roles with access to send WhatsApp notifications for packages and shipments, go to Settings > Users & Roles > Roles. Select a role, click More Permissions next to Package/Shipment Order, and enable the Communication option.

Introducing Sales Summary Report

We have introduced the Sales Summary Report, which provides a clear overview of your daily sales activity. The report displays the total number of invoices and sales receipts created each day. If credit notes are issued for an invoice, it also includes the number of credit notes, their amounts, and the outstanding balance. The credit note amounts are subtracted from the invoice sales and reflected in the Total Sales and Total Sales with Tax columns.



 

Sort and Limit Data Points in Report Panels

You can now sort and define the maximum number of data points to be displayed on the report panel. Sorting can be applied to X-axis and Y-axis data points. These options are available while creating or editing report panels in custom dashboards.



Set Applied On Date for Customer Payments and Credit Notes

You can now Set Applied on Date when applying Customer Advances, Excess Customer Payments, and Credit Notes to Invoices. This allows users to record the credits applied on these transactions on a future date later than the original posting dates. 

Associate Active Locations with GSTINs to Enable GST [India Edition]

Going forward, it is mandatory to associate a GSTIN with every active location to enable GST. Each active location must be either linked to a GSTIN or marked inactive before enabling tax. 

Enhancements to Record Locking

We’ve enhanced record locking and added a dedicated tab for it under Settings. You can now specify which actions and field updates are allowed or restricted after records are locked, and define who can perform these actions.



Note: This feature is supported only in Invoices, Quotes, Credit Notes, and Custom Modules.

Zoho Inventory Add-On Updates

Barcode Scanning in Picklist

Barcode scanning is now supported in Picklist. You can scan items instead of entering them manually.



Set Preferred Bin for Picklist Creation

We've introduced the Preferred Bin feature in the Picklist module. Admins can now select a specific bin for each bin-tracked item during picklist creation.



Introducing the Transfer Order Summary and Transfer Order Details Report

We’ve added two new reports to help you track transfer orders more efficiently. The Transfer Order Summary Report gives an overview of all transfer orders within a selected date range, while the Transfer Order Details Report provides item-level details for those orders.

Other Enhancements

  • We have added support for viewing sync history in the Bigin integration, making it easier to troubleshoot sync issues.
  • You can now manually enter payment numbers while importing vendor payments.
  • You can now directly send payment links via WhatsApp. 
  • You can bulk update the Revenue Recognition fields of an invoice like Revenue Recognition Type, Rule Name, Start Date, End Date, Allocation Method, Deferred Revenue Account.

 

We hope you like the new features and enhancements in Zoho Books! Take some time to explore the latest updates. We’ll be back next month with even more updates, as we continually strive to elevate your accounting experience.

You can also visit the What's New timeline for bite-sized information about our previous feature updates and enhancements. If you need any assistance, feel free to reach out at support@zohobooks.com.

 
Best regards,

The Zoho Books Team

    Access your files securely from anywhere








                            Zoho Developer Community



                                Bootcamp
                                Community
                                Pricing
                                Webinars
                                What's New
                                Integrations
                                Contact Support
                                Contact Sales
                                  Zoho Survey Resources
                                    Features
                                    Survey Templates
                                    Integrations
                                    Community
                                    iOS Mobile Surveys
                                    Pricing
                                    Android Mobile Surveys
                                    Insurvey Blogs
                                    Insight Blogs
                                    Tips & Tricks





                                                Latest Feature Updates

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts




                                                      Zoho SalesIQ Resources


                                                            Manage your brands on social media
                                                            Access Zoho Social

                                                              Zoho Pagesense Resources


                                                                  Zoho TeamInbox Resources

                                                                    Zoho DataPrep 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

                                                                                                              • Suggestion: Option to Re-run a migration

                                                                                                                As I'm going through a migration process, I like the IMAP migration tool, but it would be better if there were an option to re-run the same migration as configured. There's not even an option to copy/edit one that's already there. Just run if it hasn't

                                                                                                              • Issue with "Add Your Mobile Number"

                                                                                                                Hello, I am trying to sign up for email service for a domain name, and I cannot finish the authentication. When I enter my mobile number, I receive the message "We’re unable to send OTP to this mobile number. Please contact support-as@zohocorp.com". I

                                                                                                              • zoho mail non vérifié

                                                                                                                Bonjour, Il y'a un jour que j'ai acheté un domaine et toute les tentatives pour l'associé a mon compte shopify son vaine. j'ai essayé TXT sans suite après, j'ai essayer avec CNAME sans suite. j'aurais besoin de votre assistance pour associé mon mail.

                                                                                                              • Unable to send message;Reason:553 Relaying disallowed. Invalid Domain

                                                                                                                i have facing the issue "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" if i verify domain evertthing i did but still face the same error.

                                                                                                              • ZohoMail is so close to being Perfect BUT

                                                                                                                Why don’t you have HILIGHTING???!! I've been trying to find a substitute for Edison Mail but I want & need hilighting (preferably in more than just yellow)! Is this even on your To Do list? I’m so disappointed. 🙄

                                                                                                              • Override Auto Number field?

                                                                                                                We are preparing to migrate from Salesforce. In Salesforce, we auto-generate a unique number on our Opportunities (Potentials). If the Opportunity results in a contract, we use that unique number as the Contract number. There are some situations where

                                                                                                              • Using a third party service provider want to move directly with Zoho

                                                                                                                Hi good day I’m currently using Zoho but I’m using a third party service provider I want to move directly with you guys I’m using Zoho email and invoices and my domain please let me know if it’s possible to move away from the third party provider my email

                                                                                                              • Request for Assistance Regarding Email Sending Issue (554 5.1.8 - Email Outgoing Blocked)

                                                                                                                Dear Zoho Support Team, I hope this message finds you well. I am writing to request assistance with an issue we are currently facing regarding our Zoho Mail account. Our email account, admin@tuyensinhcanuoc.com, is encountering the following error when

                                                                                                              • Zoho Mail API returns empty inbox (0 messages) but webmail shows 37 unread emails

                                                                                                                Hello, I'm experiencing a discrepancy between Zoho Webmail and the Mail API (EU region). **Setup:** - Account: EU datacenter (mail.zoho.eu) - API: Self Client OAuth2 via api-console.zoho.eu - Scopes: ZohoMail.messages.READ, ZohoMail.messages.UPDATE, ZohoMail.folders.READ,

                                                                                                              • Zoho Mail not working

                                                                                                                Zoho Mail not working

                                                                                                              • ShipStation and Zoho Inventory

                                                                                                                Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY           SHIP STATION Sales Order  ==>  create ORDERS INVOICE  <==    Shipments What exactly does BETA mean on the Shipstation connector?  This is required for me to sign-on in the next month. Thanks in advance for your efforts

                                                                                                              • 550 5.4.6 Unusual sending activity detected. Please try after sometime

                                                                                                                Hi, I am receiving this error message when trying to send my emails. The only reason I can think why this is happening is my previous two emails were bounced back to me due to a non working mailbox error. I have followed the online links for unblocking but it says there are no blocks on my account. How and when can I get my email working again to send emails? Thanks,

                                                                                                              • E

                                                                                                                We are trying to add our Zoho Form embed in our Elementor Page Builder. After adding Zoho Forms widget in elementor page builder it’s displaying in backend page builder but it’s giving 403 error while trying to save, as it’s not reflecting in front end.

                                                                                                              • Formatting Problem | Export to Zoho Sheet View

                                                                                                                When I export data to Zoho Sheet View, ID columns are automatically formatted as scientific notation. Reformatting them to text changes the actual ID values. For example, 6557000335603071 becomes 6557000335603070. I have attached screenshots showing this

                                                                                                              • Connecting Zoho Inventory to ShipStation

                                                                                                                we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri

                                                                                                              • custom module import.

                                                                                                                Is there a way to import data into a custom module? Thanks Rudy

                                                                                                              • HEIC File Type Viewer

                                                                                                                Hi, It would be nice to be able to click on the images in the All Entries/Reports Tables which are HEIC the same as JPG, PNG, etc. so they open in a viewer from Zoho or the Attachment Service, today HEIC requires you to download each image and open it

                                                                                                              • Building Toppings #4 - Setting up and using connections in Bigin toppings

                                                                                                                When building a topping to extend Bigin's functionality and connect it with third-party applications, creating and handling connections is an important step. Connections provide a secure way for your topping to authenticate and communicate with other

                                                                                                              • Need code format to specify default values

                                                                                                                Can someone please direct me to the code syntax or the proper translation per the instructions circled below. These instructions don't seem correct.

                                                                                                              • AI Interview Insights: Turn Recorded Interviews into Quick Transcripts & Summaries

                                                                                                                Evaluating interviews shouldn’t require replaying long recordings or taking manual notes. With AI Interview Insights, you can now review complete transcripts and AI-generated summaries of your One-way (Recorded) interviews right inside Zoho Recruit. This

                                                                                                              • Facing email delivery issues? Verify your domain's DNS records

                                                                                                                Have you ever wondered why your legitimate emails are landing in the recipient’s spam folder? Or been surprised to see emails sent from your registered domain getting rejected by recipient email servers? Why does this happen? In most cases, this happens

                                                                                                              • Order of Departments in Help Desk

                                                                                                                In the end user portal, , the departments are sorted by the date of creation of the department (or perhaps their id). Is there a way to choose the display order of the departments or at least to be able to sort them alphabetically?

                                                                                                              • COGS - Account showing negetive

                                                                                                                I have multiple COGS account and in these all there is one account is negetive so suggest why it is showing negetive value.?

                                                                                                              • Create CRM Deal from Books Quote and Auto Update Deal Stage

                                                                                                                I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted

                                                                                                              • %PaymentLink%

                                                                                                                Does not work. Software creates a BAD link. ....and yes payment options are turned on. Link on the invoice pdf once opened will work but this template is a joke.

                                                                                                              • Google Photos

                                                                                                                I am hoping that my question already has a fix. I current have Google synced accounts that I want to get away from. One in particular on is Google photos. Is there any software, or 3rd parties that I can join to back my photos up straight to specifically designated file in the ZOHO cloud that's tied to Docs? Please advise... Mike 

                                                                                                              • Zoho Books Items Categorisation/Grouping/Folder

                                                                                                                Is there a way to do items categorisation? a folder structure? Product Type A - Option 1/2/3 Product Type B - Option 1/2/3 Current problem : I have more than 50 items on the list, its hard for team to navigate.

                                                                                                              • Cash payments before invoice date

                                                                                                                We have been using zoho books for our hospitality business for some time and have been very happy with the system. However in 2025 an update was pushed through and we are now not able to record payments for invoices before the invoice date. the case scenario

                                                                                                              • Copy / Duplicate Workflow

                                                                                                                I have workflows setup that are very similar to each other. We have a monitoring system watching servers, and all notifications - no matter what client it is about - will come from a  noreply@ address which is not very helpful in having it auto assigned to the right account. I have setup a workflow that will change the contact name of the ticket (currently it would say noreply@) to the correct customer which is based on the subject line, as that mentions which server the alert it is about. I need

                                                                                                              • Transfer between two customers (Peters Rental account to Peters Private account)

                                                                                                                we are a Property Management company. Our customers have to accounts (registered as two customers - Peter Rental and Peter Private On the rental account all income and costs fron rental activities are noted. On the private account all private are noted

                                                                                                              • Automation#18: Automatically Fetch Values from Contacts to the Tickets Module

                                                                                                                Hello Everyone, Welcome to this week's edition, where you can seamlessly sync fields from the Contacts to the Tickets module. For efficient business operations, it's crucial to have details mapped across different modules. Zylker Secure offers antivirus

                                                                                                              • Charge multiple invoices

                                                                                                                We use auto-charge/recurring invoicing for 100's of clients. If we create a single manual invoice we can charge it to the credit card for these clients with the CC added to their recurring invoices. If a client has multiple outstanding invoices, is there a way to make one charge for all of the invoices instead of a separate charge to the cc for each invoice?

                                                                                                              • Handling/tracking escalation management in Zoho

                                                                                                                Hi all, I am working on finding a tool to register and track our escalation management process. Specifically, this is about client escalations, typically related to project delivery issues. The idea is that we could have some sort of form with core questions

                                                                                                              • Global Choice List share ownership

                                                                                                                I have created several forms that use one or more Global Choice Lists. These lists have been published to Org. I would like to allow one or more admins to edit the choices in these lists. Any help appreciated. Geoff

                                                                                                              • Setting up property management in Zoho Books

                                                                                                                Hi, I run a property management business that manages property complexes. There are multiple owners, some owning more than one property on the same complex. My role is to manage the fees they pay for maintenance of common areas, such as the swimming pool

                                                                                                              • How to prevent users from switching price lists in an order?

                                                                                                                Hi, I have Zoho Finance integrated with Zoho CRM. My team will be placing orders through the CRM using the Finance module. When creating a new customer I will assign it a price list, I don't want the sales rep to switch to a different Price List, other

                                                                                                              • Mollie Connect in Zoho Books

                                                                                                                Have noticed that Zoho Books is missing the most popular payment provider in Europe: Mollie. Knowing that Mollie has a solid Java SDK, why is this not yet implemented in Zoho Books for European customers?  More info: https://docs.mollie.com/oauth/ov

                                                                                                              • Unable to change Lookup field from Multi Select to Single Select

                                                                                                                I am trying to change a Lookup field in my Zoho Creator form from Multi Select to Single Select, but I am unable to find any option to do this.

                                                                                                              • Simple Callback Notifications Needed

                                                                                                                My team are terrible at remembering their CRM callbacks, often due to how long in the future they are set for. Is there a way i can set an e-mail notification for when a callback is due? For example we set it for 9am one day and five minutes before they

                                                                                                              • Personal Data (RODO), Cookies / Trackers - ePrivacy

                                                                                                                I have noticed several issues that should be addressed on the customer support page. Zoho Desk provides the support portal, but it currently lacks the following options: A GDPR and personal data processing consent checkbox before logging in, located in

                                                                                                              • Next Page