#12 Bringing In A Second Pair Of Hands
Meera's studio became a two-person business in month five. Adding the second person took ten minutes. Working out why Meera herself was showing up as Staff took considerably longer. The Usual Way To Do This Covered in our published General FAQ, with theWhat's New in Zoho Invoice | July – September 2026
Hello everyone! We're back with the latest updates and enhancements we've rolled out in Zoho Invoice from July to September 2026. Here's what's new this quarter: Zoho Invoice is Now Available in Nigeria Introducing the Super Admin Privilege E-Invoicing#11 Nithya's First Overseas Client
Nithya designs for clients in three countries and has never met any of them. Her first overseas invoice took a full evening. The second took four minutes. The difference was not a clever tax trick. She stopped treating every international customer as#10 India Specifics: GST, GSTIN And E-way Bills
Meera's new client sent a purchase order, a vendor form, and one line that changed the whole invoice: "Invoices without a valid GSTIN and correct place of supply will be returned unpaid." She had entered her own GST details. The customer's details were#9 When You're Not Registered for Tax
Not everyone using Zoho Invoice is registered for tax. Maybe you have just started your business. Maybe you are still below the registration threshold. Or tax registration simply does not apply to your current setup. In that case, an invoice that says#8 Turning Tax On (and Getting It Onto The PDF)
Meera registered for tax in month three. She added the tax rate, created an invoice, checked the calculation, and sent it. Then the client's accounts team replied: Where is your registration number? The tax was correct. The invoice still needed some work.#7 The Settings That Stop The Retyping
Six weeks in, Meera noticed something. Every invoice involved typing the same bank details, the same payment terms, and almost the same email message. None of it was difficult. But doing it twenty times made her wonder why she was doing it at all. A few#6 On My Laptop Vs On My Phone
Ravi runs a catering business. He has created invoices from his van, his kitchen, and once from a wedding car park. Meera, meanwhile, prefers doing almost everything from her laptop. Between the two of them, they have discovered an important part of using#5 Is This Actually The Right Tool For Me?
Day 5: Before Meera brought six months of business history into Zoho Invoice, she stopped and asked herself a very sensible question: Is this actually the right tool for me? It is much easier to ask that now than after moving all your data. The UsualRemove Due Date from Statements
Is it possible to remove the Due Date on the Invoice transation line on statements? I have figured work arounds to get the Invoice detail on the Statement but cannot work out haw to simplify the stament by removing the "- due on xx/xx/2026" - it really#4 Choosing How My Invoice Should Look
Day 4: Meera had the basics sorted. Her business name was there, the address looked right, and her logo finally appeared where it should. But the invoice still did not quite look like hers. Her old studio used invoices that were clean, tightly laid out,#3 Making it look like my business
Day 3: Meera had created her first invoice. The numbers were right, but something still felt unfinished. Her studio name was there, but the address did not look the way she wanted. Her logo was missing, and the invoice did not really feel like it came3 numbers after comma in discount field
Hi, i need to make discount like: ex. 34,345% it's possible? Thank you.#2 Wait, where did everything go?
You log in the next morning, and the setup you finished yesterday is nowhere to be found. You are having a hard time finding your data. Here is where to look. In this post I logged in, and my data is gone. Where is it? I set things up, but I am looking#1 I signed up, now what?
You created an account in Zoho and tried to set up your business in Zoho Invoice. The setup screens had several fields to fill. In this post, you'll learn about What does an organization in Zoho Invoice mean? How do I create my organization? Is Zoho InvoiceWelcome to Zoho Invoice User PlayBook
Start here. This page walks through Zoho Invoice the way you actually use it. What you'll find Each post takes one everyday situation, answers the handful of questions that come up inside it, and gives you the steps. Nothing assumes you've read the postSupport for MBOX
Will this be a supported import file-type in the future? Best regards, -daveWhat's New in Zoho Invoice | April – June 2026
Hello everyone! We're back with the latest updates and enhancements we've rolled out in Zoho Invoice from April to June 2026. Here's what's new this quarter: Connect Zoho Invoice to AI Using Zoho MCP Customize Accessibility Preferences Attach AnnexureHow do you create invoices before sending them through Zoho Invoice?
Hi everyone, I'm curious how other businesses handle their invoicing workflow before sending invoices through Zoho Invoice. Do you: Create invoices directly inside Zoho? Prepare them first in another invoice tool or template? Use Excel or Word beforeFixed cost per task
Is there any way to assign a fixed cost per task, but track time for internal reporting? Don't see a way to do this currently.Finish Line: Reading the Story Your Number Tells
Three times on this journey, we pulled into a pit stop, a pause to catch our breath before pressing on. This time, this isn't a pit stop. This is the finish line. Over the last five posts, we saw that Zoho Invoice's reports aren't five separate features#25 The Audit Trail That Protects Your Business
Every report we have looked at in this segment measures money: what you earned, what you are owed, how late it is. This last one is different. It measures something you can't put a number on but can't run a business without. Trust. Because all those other#24 Your Early Warning System for Late Payment
In the last post, we found out who owes you money. This one adds the single most important detail that changes everything: for how long. Because an unpaid invoice isn't a fixed thing sitting quietly in a drawer. It ages, and as it ages, it changes character.#23 The Full Picture of Who Owes You What
In the previous post, we looked at what you have earned. This post is about what you are still waiting for. This is crucial because in a growing business, those two numbers drift apart quietly and the gap between them has a name. Receivables. Imagine#22 Find Out Exactly Where Your Money Comes From
In the previous post, we opened the Dashboard and saw the headline numbers, including the one called Total Sales. In this post, we will walk through the first doorway behind it. Because "how much did we sell" is an easy question. The one that actually#21 Five Minutes Every Monday That Replace an Hour of Digging
Welcome to the final stretch of our journey. In this series so far, you have configured Zoho Invoice, created and managed your transactions and built a workflow that shares invoices and collects payments almost on its own. You have been doing the work.#PitStop3: Share & Collect Payment using Zoho Invoice
We have reached another milestone in our journey. Post #15 to #20 weren't just about sharing invoices, they were about building a payment workflow that works for you, your customers and your business. Here's a quick wrap of what we covered in this segment:#20 Your Business Shouldn't Stop Just Because You Do
Imagine you are on a well-deserved vacation. Your clients are expecting invoices at the beginning of the month, recurring customers are due for billing, and payments are still coming in. Do you carry your laptop everywhere, hoping you don't miss a billing#19 The Easier It is to Pay, the Faster You Get Paid
In our previous post, we looked at recording offline payments to keep your books accurate. But what if you could eliminate that manual step altogether? Imagine sending an invoice where your customer doesn't have to copy your bank details, switch between#18 Money in the Bank Doesn't Mean Your Books Are Upto Date
Many businesses have experienced this. A customer transfers the payment. You check your bank account and see the money has arrived. A week later, while reviewing outstanding invoices, you realize the same invoice is still marked "Unpaid." The payment#17 Sometimes You Need the Payment Before Invoice
Not every payment starts with an invoice. Think about a project deposit, an event registration fee, a booking advance or an upfront consultation charge. The customer is ready to pay, but the final scope, pricing, or line item haven't been finalized yet.#16 Setting Up Private Home Page for Every Client
Think about walking into a bank, a hotel, or even your favourite store. The first place you head to isn't the manager's office. It's the customer service desk where you can ask questions, find documents, make payments or get assistance without waiting#15 Getting Paid Starts Before the Payments
Over the past few posts, we have looked at how to create professional invoices, organize customer information, and manage your invoicing workflow efficiently. What if I told you that creating an invoice is only part of the journey? Yes, once an invoice#PitStop2: Create & Manage Transactions using Zoho Invoice
We have now reached the end of the Create & Manage segment in Zoho Invoice. If the first seven posts were about setting up your runway, this segment was about getting your business into the air. Most businesses begin their invoicing journey thinking it'sUse Secure Public Links for Sharing Transactions
Public links are the quickest way to send invoices or quotes to your customers. You can drop the link in an email, SMS, or WhatsApp message. But, links can be forwarded, and once they leave your customer's inbox, you can no longer control who sees your#14 Get Paid Without Spending Time on Manual Follow-ups
It's the end of the month. Payroll is due next week. A software subscription is about to renew. A vendor payment is waiting for approval. On paper, the business is doing great. Projects are getting completed. Customers are happy. Invoices have alreadyAdd spaces to input format
In Zoho Inovices, I am trying to do a custom input format for a custom field. I have tried a few variations, but this is my most recent: ^[a-z][A-Z][0-9][,][-][_][:][ ]$ In this field, I will be entering different alphanumeric information, depending onQuebec Canada Tax GST and QST
Hello Expert, Whenever we I create invoice for Quebec, Canada, it calculating wrong tax amount, can you please validate Attached the screenshot, which is calculating wrong tax amount on QSTWhat is MCP and How Does It Connect to Zoho Invoice?
If you've ever wished you could just tell your invoicing software what to do, without clicking through menus, pulling up reports manually, or switching tabs every five minutes, that's exactly what the Zoho MCP server is built for. MCP stands for Model#13 Fix Mistakes Without Breaking Your Records
A customer purchases 100 custom-printed invitations for an upcoming event. A few days after delivery, they call to say that some invitations were damaged and others need to be reprinted. They request a return. The customer isn't asking for a completelyNext Page
Access your files securely from anywhere
Zoho FSM Video Tutorials
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
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 Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
What's New in Zoho Invoice | July – September 2026
Hello everyone! We're back with the latest updates and enhancements we've rolled out in Zoho Invoice from July to September 2026. Here's what's new this quarter: Zoho Invoice is Now Available in Nigeria Introducing the Super Admin Privilege E-InvoicingWelcome to Zoho Invoice User PlayBook
Start here. This page walks through Zoho Invoice the way you actually use it. What you'll find Each post takes one everyday situation, answers the handful of questions that come up inside it, and gives you the steps. Nothing assumes you've read the postWhat's New in Zoho Invoice | April – June 2026
Hello everyone! We're back with the latest updates and enhancements we've rolled out in Zoho Invoice from April to June 2026. Here's what's new this quarter: Connect Zoho Invoice to AI Using Zoho MCP Customize Accessibility Preferences Attach AnnexureUse Secure Public Links for Sharing Transactions
Public links are the quickest way to send invoices or quotes to your customers. You can drop the link in an email, SMS, or WhatsApp message. But, links can be forwarded, and once they leave your customer's inbox, you can no longer control who sees yourWhat is MCP and How Does It Connect to Zoho Invoice?
If you've ever wished you could just tell your invoicing software what to do, without clicking through menus, pulling up reports manually, or switching tabs every five minutes, that's exactly what the Zoho MCP server is built for. MCP stands for Model
Zoho Developer Community
Zoho Billing Resources
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
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
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.Zoho Invoice Will Soon Discontinue Support for Older Browser Versions
Hello users, Starting from May 15, 2024, Zoho Invoice will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older thanZoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,How to maintain steady cash flow during the COVID-19 crisis using Zoho Invoice
Dear customers, I hope this finds you and your loved ones in good health. As we are witnessing, the COVID-19 pandemic has started taking a toll on businesses of all types. Here are some useful tips that could help you streamline your invoicing and AR processes to keep your business healthy. 1. Communicate clearly with your customers: During this period, transparent communication with customers is a necessity. A lot of businesses have started displaying messages on their home pages, explaining theirIntroducing: Digital signature for estimates and invoices
Dear customers, We are pleased to announce that the much awaited Zoho Invoice - Zoho Sign integration is live! You can now sign your estimates and invoices before emailing it to your customers. Also, you can have them sign your estimates while accepting it. Here is our help document to help you get started: https://www.zoho.com/invoice/help/integrations/sign-integration.html Note: This feature is available across all editions of Zoho Invoice except the Indian edition. Out of all the feature requests
Top Contributors
Hari Hara Sudhan. S
SELVAPRIYA V