What's New in Zoho Invoice - February 2017

What's New in Zoho Invoice - February 2017

Every day we get lots of great feedback from our Customers. So this February, all we wanted to say is we love you too! And to celebrate your fabulousness, we have added a bunch of slick new features to Zoho Invoice. So, buckle up and read on What's New this February 2017. 

1.Introducing Zoho Checkout
 
Our newest addition to the Zoho Finance suite, Zoho Checkout, provides businesses an easy way to accept online payments. Add a touch of your company’s brand and style to your payment pages, and share on social media or email so your clients can pay immediately, even if you don’t have your own website. Read More




2.Zoho Invoice - Zoho CRM Enhancements
 
With the new enhancement in Zoho Invoice - Zoho CRM integration, you can now search for the items using the SKU code and also add Custom fields to the line items.


 
You can select a template while creating/editing an Invoice or an Estimate under Zoho Invoice inside Zoho CRM.


3.New in Projects: Associate Projects and Estimates.
 
If you're a service-based company, there may be a couple of scenarios you may come across when it comes to creating estimates. 

Scenario 1: You send your client the estimate, your client accepts it and later you want to create the project from the estimate. 

Scenario 2: You have already created the project, decided the tasks and now you want to create Estimates for your Project. 

Scenario 3: Your client accepts your estimate but later, asks for a revised one. You send the revised estimate and he finally accepts it. Now, you have two estimates for a single project. Wouldn't it be great to have them all associated with a single project?

Now in Zoho Invoice, you can do all of the above.


4.Create Projects with the same name for different customers
 
If ever you've come across the need to create multiple projects with the same name, however different customers – you can do that now in Zoho Invoice. 


 
5.Recurring invoices for Projects

Businesses which run several long term projects and need to bill their clients at regular, repeat intervals can make use of the Recurring Invoice feature for Projects. You can set your invoices to be automatically sent to your customers by configuring their projects to a recurring schedule and bill them based on that. All you have to do is set up your recurring profile, while Zoho Invoice takes care of the rest.Read More


6.Credit Card Information Settings

Earlier, if you were entering your customer's credit card details or if your customer was entering it via the Client Portal, they would have had to enter the Credit Card Address Information as well. Now we give you an option to decide whether the card address needs to be shown or not.



Depending on your choice of gateway you can enable the necessary fields of the card address to be shown or to be made mandatory by making the preferences in Card Verification Settings.


7.e-check payments through Client portal

Zoho Invoice offers ACH payments via Authorize.Net and Forte gateways. Now you can Integrate to pay with an eCheck supported payment gateway to allow your customers to pay via their bank account.


These are the most important updates to start out fresh in this month. Do let us know your valuable feedback so that we can make Zoho Invoice continuously awesome for you.

Cheers,
Pallabi

    • Sticky Posts

    • Zoho Invoice: Playing Back 2023

    • What's New in Zoho Invoice - Q3 2023

      Hello everyone, We're back with several updates and enhancements to make your invoicing experience better. Read the post below to discover what's new. Stripe Recurring Payments (India Edition) If you have integrated with Stripe, you can use it to collect

      • Recent Topics

      • Does Zoho Docs have a Line Number function ?

        Hi, when collaborating with coding tasks, I need an online real time share document that shows line numbers. Does Zoho's docs offer this feature ? If yes, how can I show them ? Regards, Frank

      • Setting Default Views for Custom, List and Detail Views

        Hey, Is it possible to set a default custom view, list view and detail view for a module for every user? We are onboarding a lot of non technical people that struggle with these things. Setting the views as default would really help. Btw: also setting

      • Custom function return type

        Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. Adding

      • Filter Based API request in Zoho Books using POSTMAN

        How do I GET only specified CONTACTS based on created time or modified time in Zoho Books using POSTMAN. In the api documentation, it is written we can apply filters but I need a sample request.

      • URL validation

        We use an internal intranet site which has a short DNS name which Zoho CRM will not accept.   When attempting to update the field it says "Please enter a valid URL". The URL I am trying to set is http://intranet/pm/ Our intranet is not currently setup with a full DNS name and given the amount of links using the shortname probably isn't a feasible change for us.

      • Has anyone been experiencing slow issues?

        Dear all, I just want to ask if anyone has been experiencing slow issues with Zoho Creator in the past two weeks? I worked with the ISP to improve network quality by changing routes and upgrading bandwidth, but nothing changed. I am in Vietnam.

      • Zoho Projects Roadshows 2025 - USA

        Dear Users, After an amazing response to our roadshows in 2024, we are excited to be back for the second year in a row! Join our team of experts as they walk you through the most-used features in Zoho Projects, explore powerful automation capabilities,

      • Billing Management: #6 Usage Billing in SaaS

        Imagine a customer shuffling across multiple subscriptions, a streaming service, a music app, cloud storage, and a design tool. Each one charges a flat monthly fee, regardless of how much or how little they use. Some months, the customer barely opens

      • Is there anyone who has been experiencing issues regarding the Zoho Creator Certification Website in the past 2 weeks?

        Dear all , I just wanted to ask is there anyone who was planning on taking the Zoho Creator Developer Certification Test in the past 2 weeks and have been facing errors stating that the website is under maintennance and also not allowed to access the

      • Directly Edit, Filter, and Sort Subforms on the Details Page

        Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

      • Allow syncing Activities from other applications

        Marketing Automation could be a much more powerful platform if you were able to sync activities into the platform (e.g. purchase, donation, etc) outside of a user doing something on your website. I'd love it if you could sync Custom CRM Modules as activities,

      • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

        Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

      • Global Sets for Multi-Select pick lists

        When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.

      • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

        Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias

      • Ask the Experts #1

        Hello everyone! It’s time to transform how you manage projects. Define the processes. Automate the tasks. Streamline the workflows. Let us dive into automation in Zoho Projects — from configuring workflows and custom functions to building triggers, using

      • How to overcome Zoho Deluge's time limit?

        I have built a function according to the following scheme: pages = {1,2,3,4,5,6,7,8,9,10}; for each page in pages { entriesPerPage = zoho.crm.getRecords("Accounts",page,200); for each entry in entriesPerPage { … } } Unfortunately, we have too many entries

      • Checking if Creator has Change History

        Like zForms - whenever an entry was updated there's an option to attached change history to email notif. Trigger -> Successful form submission

      • how to use validation rules in subform

        Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")

      • Adding contact role to a specific deal js sdk malfunctioning

        i was trying to add the contact role to a specific deal contact but repeatedly i am getting this error: { "code": "SUCCESS", "details": { "statusMessage": { "code": "INVALID_DATA", "details": { "expected_data_type": "jsonobject" }, "message": "body",

      • Q3 Updates from Bigin!

        Hey Biginners, Hope you’re doing great! As we approach the end of 2025, we truly hope Bigin has been a part of helping you build your dream business this year! We've been busy working behind the scenes to bring you features that make running your business

      • New Series Announcement - Ecommerce Marketing Tips

        Running an online business is more than just having a website. It’s about getting the right customers to discover you, trust you, and keep coming back. To support your growth journey, we’re launching a weekly Marketing Tips series right here on Zoho Commerce

      • Client Script | Update - Introducing Subform Events and Actions

        Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce

      • {"errors":[{"id":"500","title":"Servlet execution threw an exception"}]}

        Here's the call to move a file to trash. The resource_id is accurate and the file is present. header = Map(); header.put("Accept","application/vnd.api+json"); data = Map(); data_param1 = Map(); att_param1 = Map(); att_param1.put("status",51); data_param1.put("attributes",att_param1);

      • Converting Sales Order to Invoice via API; Problem with decimal places tax

        We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed in

      • Zoho Canvas - Custom templates for related lists

        Hi, I see that the example pages load always one of our related lists in a custom template, but I dont know how to work with that:  1) How can i make my own custom templates for related lists?  2) Where and how can i check out existing custom templates?

      • Kaizen #147 - Frequently Asked Questions on Zoho CRM Widgets

        Heya! It's Kaizen time again, folks! This week, we aim to address common queries about Zoho CRM Widgets through frequently asked questions from our developer forum. Take a quick glance at these FAQs and learn from your peers' inquiries. 1. Where can I

      • open word file in zoho writer desktop version

        "How can I open a Microsoft Word (.doc or .docx) file in Zoho Writer if I only have the file saved on my computer and Zoho Writer doesn't appear as an option when I try 'Open with'? Is there a way to directly open the .doc file in Zoho Writer?"

      • Zoho PDF editor has a lot of issues.

        Zoho PDF editor needs a lot of work. It hangs and glitches a lot. Deletes annotations and clearings randomly.

      • Zohom mail

        Plz resolve the problem . I hope u understand .

      • Zoho sheet desktop version

        Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.

      • ZOHO SHEETS

        Where can I access desktop version of zoho sheets? It is important to do basic work If it is available, please guide me to the same

      • Using Zoho Flow to create sales orders from won deal in Zoho CRM

        Hi there, We are using Zoho Flow to create sales orders automatically when a deal is won in Zoho CRM. However, the sales order requires "Product Details" to be passed in "jsonobject", and is resulting in this error: Zoho CRM says "Invalid input for invalid

      • Is Zoho Sheet available for Linux ?

        Is Zoho Sheet available for Linux ?

      • Zoho pdf suit

        Pl. design products with following feature: 1. Please add all features given in Ilovepdf website to work on pdf files. It is mandatory to use pdf in court work. 2. Courts have prescribed New Times Roman, pl. add this font as well 3. Indexing, signature

      • Bharat

        a

      • how to disable staff selection Zoho Booking integrated to SalesIQ?

        currently there is only one Consultant in my Zoho Bookings like this I integrate Zoho Bookings into Zoho SalesIQ to create a chatbot. Unfortunately, even though I only have one consultant for a consultation, the user have to pick the consultant. It will

      • Zoho Bookings No Sync with Outlook

        Zoho Bookings appointments are showing on my Outlook Calendar but Outlook events are not showing on Zoho Bookings. How do I fix this?

      • End Date in Zoho Bookings

        When I give my appointments a 30 minutes time I would expect the software not to even show the End Time.  But it actually makes the user pick an End Time.  Did I just miss a setting?  

      • Custom confirmation message

        How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but rather

      • Issue showing too many consultations in my workspace link.

        Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal

      • Next Page