Zoho Books | Product updates | July 2026
Hello users,
We’re excited to bring you the latest updates in Zoho Books for July 2026! This month's release introduces Terminal Payments, CMP-08 filing for composition taxpayers, SEPA Credit Transfer support, the new Receipts and Payments Report for Non-Profit Organizations, and Self-Billed Credit Notes and Debit Notes for buyer-generated billing scenarios. We've also rolled out several Zoho Inventory add-on enhancements and a range of usability improvements to help you manage your business more efficiently. Read on to explore everything that's new!
Terminal Payments Support [India, US, and Canada Editions]
Zoho Books now supports Terminal Payments, allowing you to accept in-person customer payments directly through connected payment terminals and dynamic QR codes. You can initiate and complete payments from within Zoho Books on the web, Windows, and mobile apps. For the India Edition, Terminal Payments support is available through Paytm (Dynamic QR) and PhonePe (Dynamic QR). For the US and Canada Editions, you can connect Stripe Terminal and Square Terminal to accept in-person payments.
GST Filing Support for Composition Taxpayers [India Edition]
Composition taxpayers can now prepare, push, pay, and file the CMP-08 Quarterly Return directly from within Zoho Books. The CMP-08 summary is automatically generated from your transaction data, and the tax liability is calculated using the applicable composition tax rate on your total turnover.
SEPA Credit Transfer Support [Germany Edition]
Zoho Books now supports SEPA Credit Transfers, making bulk vendor payments faster and more efficient. You can generate a single SEPA Credit Transfer (XML) file for multiple vendor payments and upload it to your bank's portal. The generated file is compatible with supported PAIN formats and can be used for both individual bills and batch payments.
Track Cash Flow with the Receipts and Payments Report
Non-profit organizations can now generate a Receipts and Payments Report in Zoho Books to get a cash-based summary of all money received and paid during a selected period. The report provides a consolidated view of your opening balance, receipts, payments, and closing balance, helping you monitor your organization's cash position and maintain financial transparency.
Introducing Self-Billed Credit Notes and Self-Billed Debit Notes [Global Edition]
Zoho Books now supports Self-Billed Credit Notes and Self-Billed Debit Notes for self-billing scenarios, where you generate billing documents on behalf of your vendor. A Self-Billed Credit Note is a Vendor Credit that you create to reduce the payable amount on a Self-Billed Invoice or to cancel it. A Self-Billed Debit Note is a Bill that you create to increase the payable amount on a Self-Billed Invoice.
To enable Self-Billed Credit Notes and Self-Billed Debit Notes, navigate to Settings > Setup & Configuration > General, and enable the Self-Billed Credit Notes and Self-Billed Debit Notes options.
Zoho Inventory Add-On Updates
Package Types
If your business uses standard carton or box sizes, you can create predefined Package Types on the package creation page with dimensions and weight, and associate them with the packages you create. You can create, search, edit, and delete package types, as well as mark them as Active or Inactive, directly from the package creation page by clicking Manage Package Types. We have also introduced the Net Weight and Gross Weight fields.
Create Single and Variant Items
When creating an item, you can now choose between Single Item and Contains Variants. For items with variants, you can manage all variants from a single screen and quickly update variant-specific details, such as UPC, EAN, MPN, and custom fields.
Bulk Actions in Inventory Adjustments & Assemblies
You can now submit or approve up to 25 inventory adjustments in bulk. You can also bulk delete up to 25 assemblies at a time.
UOM Support for Serial Tracked Items
We now support Units of Measurement for serial-tracked items, making it easier to purchase, stock, and sell serialized products in different units while maintaining accurate inventory records.
Other Feature Enhancements
- You can now enable the Auto-accept submitted web form responses option in the Configure Preferences pop-up while creating a web form. This automatically accepts all incoming web form responses.
- We have introduced the View Associated Components option for custom fields, which lets you instantly see all the places where a custom field is currently in use.
- Attachment and image custom field are now retained during record conversions and when you clone transactions.
- Year to Date, Quarter to Date, and Month to Date options are now available in the Date Range filter for reports under the Business Overview and Accountant sections. You can use these options to filter your report and view transactions from the start of the month, quarter, or year up to the present day when you run the report.
- Validation Rules are now supported for Credit Notes and Vendor Credits.
- You can now configure permissions to control who can edit or delete approved records in custom modules.
- You can now configure custom expense accounts to track TDS challan penalties and interest instead of using the default Other Expense account. To do this, navigate to Settings > Taxes & Compliance > Direct Taxes > Income TDS Settings, and select your preferred Penalty Account and Interest Account under Select Accounts to Track Penalties and Interest. [India Edition]
- You can now import and export opening stock for inventory-tracking enabled items.
- The Available for Sale column is now available in the Items list view. Organizations with the Zoho Inventory Add-On enabled can add this column through column customization.
- You can now add inventory-related panels, such as Sales Order Summary and Top Selling Items, to your custom dashboards in Zoho Books if Zoho Inventory Add-On is enabled for your organization.
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
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