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

      • MCP > Creator connection failing with Claude

        I'm trying to get claude to access any of my Zoho Creator apps and it keeps failing. I have enabled all tools for creator and ensured in claude settings that everything is authorised. Here is what claude says : Unfortunately, the error messages I'm receiving
      • Zoho Analytics UI Bug

        Hello, all, The Aggregate Formulas in Zoho Analytics' list of fields have a 3-dot menu: If the formula has a long name, the name is not fully visible in the list, and a 3-dot menu is not accessible from it: This is not convenient, especially when the
      • Poor Zoho Support

        Been trying to reach support via telephone and email. The support has always been slow to respond but now its been two weeks without a return call. I have even sent them screen shots of the problem I've having with no results. Is anyone had the same problem.
      • Help me recover my account

        business@heymods.mobi is an account I registered two years ago. My domain is no longer valid, and I cannot access the admin page. I also subscribed to a $12 service, but I cannot configure the domain. Please help me set xunmeng.app@gmail.com as the admin,
      • I cannot receive emails

        I cannot receive email sent to my personal email account. I can send them but not receive them. I don't have a domain. Zoho direct email. Please help
      • What's New in Zoho Inventory | June 2026

        Hello users, June 2026 introduces a range of exciting enhancements to Zoho Inventory. With the full rollout of the Zoho Inventory Windows application, the launch of Terminal Payments, and new tracking combinations in Advanced Inventory Tracking, you can
      • I don't have access to my signup email.

        Hi, I don't have access to my signup email. I signed up while using the Loveabe app. I don't have access to the app that I built with the email ramonsepulveda@dreamgiftsfinder.com. Please help me cancel my account with you through that email.
      • Update on default settings for AI features in Cliq

        Hello all, We'd like to provide clarity on a recent change to AI feature defaults in Cliq. As part of our regular review of AI features conducted in April 2026, we re-evaluated how these features are enabled by default. We've decided that the AI features
      • Zoho CRM custom button function, how to add line breaks/ new lines in the return message

        When creating button function in CRM it requires a `return "";` Then when the button is client by the user a message pops up with what ever is returned from the function. But I want to have a message with multiple lines, meaning I need to add a line break
      • Email not Received

        No email has been recieved except welcome email and one more email in 2025.
      • i cant renew my domain bfftube.cloudns.cc

        i cant renew my domain bfftube.cloudns.cc because its a free subdomain from cloudns and you cant renew it its always active can some fix this becasue again there is no way to renew it becasue its free subdomain and again its always active
      • Zia AI capabilities now available in all paid editions

        Hello everyone, We are expanding the availability of AI-powered features in Desk to the other paid subscriptions from 7th July 2026. Right now, the following AI-based features are available for Enterprise edition users: Intelligence: Sentiment analysis,
      • Custom Button Creation from Layout Editor in Zoho CRM

        Hello All, Buttons in Zoho CRM act as triggers that perform a specific action when clicked. Zoho CRM includes a set of system buttons that help you carry out common actions with a single click. Beyond these, your organization can create custom buttons
      • Mise à jour de Zoho Books – France

        Chers clients, Merci pour votre patience et votre soutien continu. Avec les évolutions réglementaires à venir en France nous introduisons de nouvelles fonctionnalités dans Zoho Books pour les clients français. Ces mises à jour ont été conçues pour répondre
      • How to Switch from Outlook for Mac to Outlook for Windows

        The most often used file formats for users to manage crucial data are OLM and PST files. PST files keep a copy of data on the configured system from Outlook, while the OLM file contains the Mac Outlook data items, which are only accessible with Outlook
      • Different languages for users

        Hello, Do you plan to enable individual users to select their languages for interface? Currently language can be changed for everyone - it looks like a settings for a whole portal, which is not good when you are working internationally. Best regards,
      • Issues migrating Google email

        I am considering Zoho because Google will start charging for G Suite legacy free edition.    So, a key element in my decision is the ability to migrate as much from Google as possible.  I am giving email a try first, but after hours of trying, I can't
      • "Print" option of GET Expense Report API not working

        Hello! I have been trying to use the "print" option of the GET Expense Report API but it seems the option does not alter the output. Is there an issue with the API or am I using it wrong? Here's my request code, in Deluge: response = invokeurl [ url :"https://www.zohoapis.com/expense/v1/expensereports/"
      • Related List Expanded View in Zoho CRM: see more related records at a glance, filter and take bulk actions

        Hello everyone! Related lists show you the records connected to what you're working on: contacts under an account, activities tied to a deal, products linked to a quote. But until now, you could only see 10 records at a time. If you needed to filter results
      • 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
      • How to automatically update a % field according to a dropdown field in the Quote table

        Hello there, I have following couples: Success % Status 0% NP 30% No Feedback 50% PR 80% Opp. Concreta 100% A I would like the Success % field (percent) to automatically update based on the item of the Status field (dropdown). The fields are within the
      • CRM iOS App Missing Tags support

        Hi, I remember reading either a tread on iOS (Maybe Later) & Android (i believe Now Supported) regarding “Tags” in the mobile apps unfortunately I can’t seem to find either. Could we clarify are “Tags” support coming to CRM iOS app as searching the forums
      • Marketing Tip #41: Add a clear value proposition to your homepage

        When someone lands on your homepage, they should understand what you sell and why it is worth exploring within 5 seconds. If your homepage is too vague, cluttered, or focused only on design, visitors may leave before they even start browsing. A strong
      • Zoho Writer adds conditional logic and AI assistance to formulas: A step toward dynamic document automation

        Hi users, We are excited to announce new formula enhancements in Zoho Writer. This includes: New string formulas: Use 12 new string functions to dynamically transform and manipulate text in documents and automation templates. Conditional formulas: Configure
      • What's New in Zoho Billing | June 2026

        Hello users! June brings a new set of updates to Zoho Billing designed to strengthen how you manage subscriptions, customise your records, and handle expense documentation. This month's highlights include a new one-time addon quoting workflow for subscriptions,
      • [Zoho Writer webinar] Driving productivity through document automation

        Live webinar on July 9, 2026 | Time: 2 PM IST | 2 PM EST Hi Zoho Writer users, Creating, reviewing, approving, and distributing business documents manually can slow teams down and introduce errors. Join our live webinar to learn how Zoho Writer helps
      • Free Webinar Alert! Zoho Workplace + Zoho Billing: Align Rev-ops and collaboration for greater efficiency

        Hello Zoho Community! Want to make your billing process more connected and efficient? Join our upcoming webinar to see how Zoho Workplace and Zoho Billing work together to streamline your day-to-day operations. In this session, we'll show you how to manage
      • Canvas View: Add font family selection (incl. Google Fonts / Hebrew & RTL fonts)

        Hi Zoho CRM team, The Canvas design suite (List View, Tile View, Table View and Record Detail) currently allows customizing font weight, size, color, alignment and case - but there is no option to choose the font family. All text is rendered in the built-in
      • 【無料/オンライン】7/22開催|Zoho ワークアウト|ユーザー同士で学び合うオンラインもくもく会

        ユーザーの皆さま、こんにちは。 コミュニティグループの中野です。 7月開催の「Zoho ワークアウト」のご案内です。 本イベントは、Zohoユーザー同士で交流しながら、 設定・検証・運用改善を進めるオンラインの「もくもく会」です。 「設定を進めたいけれど、一人だと手が止まってしまう」 「他社がどう活用しているのか知りたい」 「同じ課題を抱える仲間と話したい」 そんな方にぴったりのイベントです。 ▶︎ 参加登録はこちら(無料 ) URL:https://us02web.zoom.us/meeting/register/t7lA28wlQceRW6sZpeFEhQ
      • DYK 9: Dependent Layout Rules

        Did you know that you can configure dependent fields in Task and Issue Layouts? In a project, tasks and issues vary in nature and so do the fields needed for each. Displaying relevant fields and values keeps the layout organised and ensures necessary
      • Does anyone else wish you could download Mail Merge quotations from the Zoho CRM mobile app?

        Is it just me, or has anyone else run into this? I’m in sales, so I’m rarely at my desk. I’m usually in meetings, visiting clients, or travelling. One thing that genuinely frustrates me is that if a client asks me for a quotation, I can’t generate or
      • Introducing parent-child ticketing in Zoho Desk [Early access]

        Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
      • Text on Zoho Sign confirmation dialouge is very small compared to text used everywhere else on Zoho Sign.

        I've reported multiple times through Zoho's support email that the text on this notification is very small in contrast to all the other text on the Zoho Sign app. I think it's a bug and it just needs the font size to be increased. It's very minor but
      • 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
      • Feature Request: Dynamic Date Filter Criteria

        Please implement the ability to select a dynamic date for all Filter Criteria. This would be helpful to create views that don't constantly need to be updated (example custom date field on an account) Examples: - Today - Tomorrow - This week - This Month
      • SalesIQ's Summer '26 Release: For The Moments That Matter

        Every customer journey is made up of moments. The moment someone discovers your business. The moment they need help. The moment you decide to reach out. The moment a simple chat turns into something more. And the moments that continue long after the conversation
      • There is no link between Deals and Projects in Analytics

        Hello there, I am trying to link Deals with Projects in a Pivot view on Zoho Analytics. However, there is no relationship, yet on CRM there is a relationship. As you can see below, there is no link between them: However, on CRM, if you go into a Deal,
      • How to Access Zoho Mail Messages to Microsoft Outlook? - Zoho Mail Converter

        Zoho Mail is the free email hosting service which provide mailing with CRM service, so if you are one of them who is trying to import Zoho Mail emails to Outlook then keep reading. In this article we are going to provide accurate solution that will help you to import Zoho Mail emails to Outlook format in Batch. Zoho Mail service provide option to export mailbox in Zip format. So first – Export Zoho Mail emails in Zip format later use Zoho Mail to Outlook Converter to migrate Zoho emails into PST
      • Zoho Cliq REST APIs v3 : A complete guide to what's changed and why 

        APIs are not just consumed by a developer with numerous automations and a series of open browser tabs. They are parsed by LLMs, fed into agent pipelines, and auto-completed by AI coding assistants that have zero tolerance for inconsistency. A verb tucked
      • Feature Request: Include Creator-applicable Deluge updates in the Creator Release Notes

        I'd like to put forward a suggestion about how Deluge updates are surfaced to Zoho Creator developers, and I'm hoping the Creator team will consider it. Zoho Creator is built on Deluge. Every workflow, custom function, validation and schedule we write
      • Next Page