Charting the 2025 Voyage: Zoho Invoice's Year in Review

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. Join us as we look back at the milestones that shaped our journey this year.


Launching the Singapore Edition 

This year, we launched the Singapore Edition of Zoho Invoice, tailored to meet local tax and compliance needs. Businesses can now:
  1. Create IRAS-compliant GST invoices.
  2. Apply withholding tax and TDS.
  3. Generate detailed tax reports.
  4. Accept payments via PayNow through Stripe, enabling customers to pay in SGD by scanning a QR code using supported banking apps.
With this launch, Zoho Invoice enables faster, compliant, and more convenient invoicing for Singapore businesses.



As we wrap up the year, we’re excited to share the enhancements that made your invoicing faster and more efficient.

Scan Items in Invoices

Quickly scan items directly into line items, and if an item is scanned multiple times, its quantity updates automatically. 

Share Invoices through WhatsApp

You can now send invoice details to your customers directly from the Invoices module using your personal WhatsApp account. This keeps communication personal, direct, and hassle-free.

Apply Available Credits From Credit Notes

Managing credits is now simpler. Zoho Invoice lets you apply available credits to invoices right from credit notes. Use the Apply to Invoices button in the credit note details page to apply partial or full credits to the selected invoices.

This year, we gave you more control over your PDF templates to make your documents look exactly the way you want.

Page Number Customization

We’ve enhanced page number options in your PDFs. You can now choose from three formats: Numeric, Page X / Y, or Page X of Y. Need a custom format? Select Custom and use placeholders like ${CurrentPageNumber} and ${TotalPages}. You can also adjust the page number position to Right, Left, or Center for the perfect layout.

Mark PDF Templates As Active or Inactive

Instead of deleting PDF templates you don’t often use, you can now mark them as Inactive. Inactive templates won’t be associated with any modules, but you can reactivate them whenever needed.

Customize PDF File Names

You can now customize file names using supported placeholders or your own prefixes and suffixes. You can also choose from predefined naming templates, making file management easier.

We rolled out tax-related enhancements to help you stay compliant across regions and simplify tax setup.

Income TCS Settings under Direct Taxes [India Edition]

Zoho Invoice now lets you create, edit, and view TCS rates under Direct Taxes in Settings. You can also see the number of associated transactions by clicking the View Associated Entities dropdown next to each Income TCS rate.

GST 2.0 Rate Rationalization [India Edition]

To help smooth the transition to GST 2.0, we added in-app support for updating GST rates based on HSN/SAC codes. A dashboard banner shows a preview of the changes before migration, and you can download updated data in XLSX format for reference.

Bulk Validate HSN/SAC Codes [India Edition]

To simplify GST compliance, you can now correct invalid HSN/SAC codes for the current return period or a selected date range via HSN Summary of GSTR-1. The new HSN/SAC Update History section in the GST Filing dashboard helps you track validations and updated transactions.

Create Local Taxes [Mexico Edition]

You can now create taxes governed by State and Municipal authorities, separate from the Federal SAT. These local taxes can be applied as transfer (Taxes) or retention (TDS), depending on your transaction needs.

This year, we enhanced Settings to help you manage security, customer access, and communication more effectively.

Multi-Factor Authentication (MFA) in the Customer Portal

We enhanced the security of your customers’ accounts by introducing MFA in the Customer Portal. Admins of organizations can now make MFA mandatory, requiring customers to use a Time-Based One-Time Password (TOTP) in addition to their login credentials. This adds an extra layer of protection while keeping login simple and secure.

Sales Receipt Support in the Customer Portal

Your customers can now view and manage Sales Receipts directly in the Customer Portal. They can also forward, download, view attachments, print, and bulk download PDFs.

Send Payment Receipt PDFs Along With Payment Thank-You Emails

After completing an online payment, your customers will now receive payment receipt PDFs in the thank-you email, giving instant confirmation and reducing manual follow-ups.

We made improvements in reports to help you analyze data more effectively with clearer summaries, better exports, and enhanced view options.

Enhanced Export Preferences

Exporting reports just got better! You can now name exported files, display column headers on each page, and organize data across pages based on the Group By field for better readability.

Organization Logo in Reports

Add your organization’s logo to PDF exports and prints. Place it in the header or use the watermark option, adjusting its position, size, and intensity to give your reports a professional touch.

New Summary View in Reports

We added a summary view for Receivables reports. When grouping is applied, you can now see the total value of each group without showing individual transactions, making it easier to get a quick overview.

We introduced various other improvements across Zoho Invoice to make your day-to-day workflows smoother and more intuitive.

Leave Organization

You can now leave an organization from the Manage Organizations page. Admins who have enabled any integrations in the organization will need to disable them before leaving. 

Pin Columns in List Pages

Keep important data in sight! You can now pin up to 2 columns on list pages which have more than 8 columns for smooth horizontal scrolling.

New Language Support: Filipino and Bahasa Melayu

Zoho Invoice now supports Filipino and Bahasa Melayu. Update your language preferences under Settings > Organization Profile, with changes reflecting in the Customer Portal as well.

Custom Views for Sales Receipts

You can now create custom views for the Sales Receipts module by selecting which columns to display, making it easier to track and manage your data.

  1. Out-of-scope and Non-GST Supply tax options are now supported in the India edition.
  2. Tax Override is now available on the edit pages of invoices, recurring invoices, and credit notes.
  3. Items, delivery challans, and credit notes have been updated with a cleaner design and improved functionality.

  1. Our app is fully optimized for iOS 26, with a refreshed interface featuring liquid glass effects, rounded corners, floating tab bars, and more.
  2. Generate invoices using voice commands.
  3. Easily add items by scanning barcodes.
  4. Collect payments with Tap to Pay by integrating Stripe in Singapore.

  1. Detect invoice details automatically from screenshots.
  2. Share invoices as cards instead of plain links when sending via WhatsApp.
  3. Collect payments with Tap to Pay by integrating Stripe in Singapore.


1. Communication is essential in today's business world and Zoho Invoice has been a valuable asset in helping my sole proprietorship on that front. Once set up, it's really quick to create estimates, send invoices, and share statement summaries with my customers for review, improving efficiency.
— Derrik
    General Contractor, Derrik Reno's

2. Zoho Invoice has been a valuable addition to our business operations. It simplifies our invoicing process, enables efficient project-wise payment tracking, and provides clear financial visibility. Overall, it has proven to be a reliable and efficient solution for our invoicing needs.
— Vinodh Jeevanantham
    Founder, Incroft Solutions

3. I like how intuitive and scalable Zoho Invoice is for entry level small businesses and their customer service has been very responsive whenever I needed help. It's not AI driven, but real people answering my questions quickly!
— David Anderson
    Owner, Cobco Cabinets LLC




Celebrating MSMEs: Our #WallOfInspiration Campaign

To celebrate MSME Day, we rolled out the #WallOfInspiration campaign with Zoho Invoice, creating a space for businesses to share their lessons, affirmations, and defining moments from their journey. The campaign brought together voices from across the MSME community, sparking inspiration, shared learning, and meaningful conversations. A big thank you to everyone who participated and made this initiative truly impactful!


2025 was a year of expansion, refinement, and resilience, and this voyage is far from over. As we step into the new year, we remain committed to building tools that help small businesses stay compliant, get paid faster, and grow with confidence.

Thank you for being part of the Zoho Invoice voyage. We look forward to continuing this journey with you in the year ahead. Happy New Year!

    • 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.

      • Recent Topics

      • Cliq iOS can't see shared screen

        Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

      • Pro rata holiday allowance for variable part time employees

        We have some part time staff who work variable hours and their holiday allowance is based on pro rata system. In Zoho people is there any way to calculate their holiday allowance based on actual hours worked? I.e. worker is entitled to a pro-rata amount of 5.6 weeks holiday, which is equivalent to 12.07% of hours worked over a year. So part time staff's holiday is accrued at a rate of 12.07% per hour worked. Thanks

      • Introducing SlyteUI : From Idea to a Working Interface in Minutes

        Hello everyone! Are you spending hours building basic UIs? Does even the smallest customization feel like a major task? CRM customization should feel intuitive and straightforward, not time consuming or exhausting. SlyteUI makes this possible by simplifying

      • Trying to validate user's age through DoB

        We have a form where a user enters their birthdate. We'd like a rule that counts whether the user is over or under 25 years of age. This amounts to 9125 days elapsed between today and an easy way to do this would be to use conditional rule Is Before [x]

      • Invoice date is incorrect

        I'm trying to pull a report of Sales Orders and filter by Invoice Date. (ex: all of 2025) Unfortunately, the filter still returns lots of SO's from other years including 2026 which would be impossible to have an invoice in 2025 from a 2026 order. It's

      • Query on Tracking Visitor Activity with Zoho Forms & SalesIQ

        I have a query regarding Zoho Forms, Zoho SalesIQ, and Zoho CRM. I have embedded a Zoho Forms form on my website, and I’m trying to understand if it’s possible to capture a user’s website activity (such as pages visited, visit count, etc.) when they submit

      • Understanding tasks

        So we have a module linked to contacts called Equipment and that in turn has a related module called service calls. Often on a service call we want add a task but we are not able. I think it needs a link to the contact. WE therefore tried to add tasks

      • How to transfer files from Creator file upload fields to CRM file upload fields

        This article describes how to transfer files from Zoho Creator file upload fields to Zoho CRM file upload fields. I'm posting it here because the current documentation does not fully and accurately describe how to do this with certain file types (PDF,

      • Add Comprehensive Accessibility Features to Zoho Writer

        Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current

      • ¿Puedo migrar mi sitio desde WordPress a Zoho? ¿Zoho admite herramientas con código personalizado?

        ¡Hola comunidad! Estoy evaluando la posibilidad de migrar mi sitio web https://calculadoradenotas.cl/ desde WordPress a una solución Zoho, y tengo algunas dudas técnicas que espero puedan aclararme. Mi sitio no es solo informativo: es una herramienta

      • Make Task ID and Issue ID columns filterable like all other columns

        Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding the Task ID and Issue ID columns in Zoho Projects list views. Current Limitation: As of now, in both the Tasks and Issues modules, almost every visible

      • Improve Back Navigation (X Button) Inside Nested Milestones, Task Lists, Tasks, and Issues

        Hi Zoho Projects Team, We would like to request an improvement to the X / close button navigation behavior inside milestones. Currently, the milestone area behaves as a nested hierarchy (tree structure): Project → Milestone → Task List → Task So when

      • Add a way to connect Log360 Cloud logs with Zoho analytics

        Hi, Several month ago Log360 Cloud was added to zoho one - and this is great. But as far as I see there is no prebuilt way to connect Zoho analytics to the logs we have in Log360 Cloud. Please add a prebuilt connection like we have for so many other zoho

      • Extend GitHub Commit Integration to Tasks in Zoho Projects

        Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding the current GitHub integration in Zoho Projects, specifically the ability to link commit information. Current Limitation: As of now, Zoho Projects

      • Enable Screen Recording in Zoho WorkDrive Mobile Apps (Android & iOS)

        Hi Zoho WorkDrive Team, How are you? We are enthusiastic Zoho One users and rely heavily on Zoho WorkDrive for internal collaboration and content sharing. The screen-recording feature in the WorkDrive web app (similar to Loom) is extremely useful- however,

      • Zoho Project - Total Forecasted Hours

        Does anyone know an easy way to get a total of all the forecasted hours across the portfolio? I'm aware trying to create a custom report that can generate this figure for each task and the total up but the completion percentage doesn't seem to come back

      • Bank Fees - Allow User to Choose Expense Account

        Bank fees from Customer Payments can only be debited against the system Bank Fees account due to hard-coding. The user should be able to select which expense account those fees are debited against. The use case is pretty straightforward. A business like

      • Attendance Kiosk Mode for all Employees

        Is it possible to assign a tablet (ios/android) so that all employees can check in or out using a simple QR code? If not would it be possible to integrate attendance with a web app that also has a tablet app that works in kiosk mode? If yes can anyone recommend such an app?

      • How can we get payment status updates for payment links in Zoho Books using webhooks?

        When we create and share a payment link in Zoho Books, is there a way to know when the payment is updated? Can we use webhooks to get real-time updates for payment link status instead of checking manually?

      • Update to CRM Custom Buttons: Collect Users' Location

        Hello everyone! Buttons in Zoho CRM allow you to extend the default CRM capabilities for your bespoke business needs. It provides the flexibility to connect to any third-party application to perform necessary actions. Wouldn't it be better, if those buttons

      • Introducing note actions and dynamic visibility in Kiosk Studio

        Hello all, We are introducing enhancements to Kiosk Studio that will improve the product scope and meet your custom needs more precisely. What's new? Add notes as Actions: You can add notes to CRM records as kiosk Actions, as well as insert merge fields

      • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

        Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

      • Challenges with data consistency when integrating Zoho with other systems

        In setups where Zoho (CRM/Inventory) is connected with external systems like eCommerce platforms, maintaining consistent and reliable data across systems can be challenging. Some common issues that tend to come up: Product data mismatches (variants, pricing

      • Logging Calls not working

        For some reason, logging calls is not working anymore. Description of problem: On a Lead's record, in the "Open Activities" block, clicked on "Add New" Clicked on "Call", clicked on "Log a call" Nothing happens. If I click on "Schedule a call" nothings

      • Announcing Zoho Sheet desktop app for macOS and Windows (Beta)

        Hello Sheet users, We know you’ve been waiting for this one. It has always been the top priority on our roadmap to provide a single native desktop app for macOS and Windows that works both online and offline. Today, we are excited to announce that the

      • Zoho Mail Android app update: UI revamp

        Hello everyone! We are excited to share that the first phase of the Zoho Mail Android UI revamp is now live. In this update, we have redesigned navigation bar at the bottom to quickly access the Email, Calendar, Contacts, and Settings modules. Also, the

      • Records Per Page

        Can we get max number of records per page increased from 100 to 250 and 500 please? Or alternatively allow us to use the Zoho Sheet View for all records and not just the max 100 showing on the page? thanks.

      • This campain is on hold

        Trying to start a Zoho Campaign for our company but the error message when we try to send it out it this: This campaign is on hold Our compliance team needs additional information about your sender domain address. They'll reach out to you shortly via

      • Blueprint transitions on locked records

        We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.

      • Whatsapp Limitation Questions

        Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

      • Sales Ordes removes TAX at random for some or all prodcuts, even after creating it

        Hi at Zoho CRM, in the Sales Orders section, when Creating, Cloning or editing any Sales Orders the TAX of one or all products gets "unchecked" at random. All of our products ALWAYS must have the same TAX selected automatically. At least it used to be

      • Turning off self view in Zoho Meeting

        Hi Is it possible to turn off/hide self view in meetings?  Cant see any options for it. Thanks

      • CRM to Desk Contact Sync Issues?

        Hello, I noticed none of the contact changes in CRM are being transferred over to Desk. Anyone else experiencing this? I checked the sync history in desk and it confirms it - it doesn't show "X Contacts Synced" like it normally does.

      • Please add Deluge code editing for Forms

        Assuming Forms is built on the same codebase as Creator, etc., it would be wonderful to be able to edit form code, cut and paste form elements across different forms, share code with other users, and so on.

      • Is there any workaround or method to restrict user login to a particular device

        Hi, I want to restrict my CRM user from accessing the Zoho CRM/Zoho One application to the company provided devices only. As far as I have explored there is no direct way to do this. Is there any workarounds that will allow me to do this. I want to ensure

      • Email from CRM being Blocked or Marked as Spam by Google (and maybe more)

        In the past 24 hours we’ve noticed that emails sent via Zoho CRM are being blocked or flagged as phishing, particularly by Google. The issue seems to occur specifically when emails contain links. URLs like www.domain.com or www.example.com are automatically

      • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

        Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

      • Zoho Tables - Form default entry

        How so I set a form field to be populated with an entry from another table? I created a view on my source table limiting the results to just the one thing I want to see. When adding a Client via my Add Client form, I want the Client Type field to already

      • Payment Card or Identity form-fill from Vault?

        Hello! I'm working on replacing Bitwarden with Vault and one issue I've run into is that I can't find any option to fill address and payment forms from Payment Card or Identity info that has been saved in Vault. Is there a way to do this? Is it a planned

      • Introducing Bin Locations In Zoho Inventory

        Hello users, We are excited to let you know that your wait for the Bin Locations feature has now come to an end! Yes, you heard us right! We are here to introduce the much-awaited Bin Locations now in Zoho Inventory. But before we dive into the feature

      • Next Page