What's New in Zoho Books - May 2024

What's New in Zoho Books - May 2024

Hello users,

We've rolled out new features and enhancements to elevate your accounting experience in Zoho Books. Dive in to discover what's new in Zoho Books this May.

Alipay Payment Method for Stripe

Alipay, a popular digital wallet in China, is now available as a payment method for Stripe payments in Zoho Books. With Alipay, you can securely make payments online or via mobile devices.You can collect payments in CNY currency from any location. Additionally, based on your Stripe account's location, you can receive payments in AUD, CAD, EUR, GBP, HKD, JPY, SGD, MYR, NZD, and USD.

To enable Alipay, navigate to Settings > Online Payments > Payment Gateways, and click Edit Settings under Stripe. Then, select the Edit icon next to Payment Methods, and choose Alipay from the list of payment methods.

Note: This feature is not available for the India edition of Zoho Books.



Generate BACS Files [UK Edition]

BACS or Bankers Automated Clearing System, is a payment system used for bank transfers in the UK. You can now generate and export BACS files in Zoho Books and use them to make BACS payments for your bills.

To generate a BACS file, go to Purchases from the left side bar and click Bills. Then, bulk select the bills that you want to pay using a BACS file and click Generate BACS File at the top of the page.

Additionally, you can save your organization's Service User Number in the Organization Profile page under Settings.



Split Your Invoice Payments

We have introduced an option to split your invoice amount into three parts when creating an invoice. You can assign different payment methods and bank accounts to each part and record separate payments automatically.

To configure split payments, go to Invoices and click +New. In the next page, enter the necessary details and click the I have received the payment checkbox. Add the split amounts and their corresponding payment methods and save the invoice. 

Note: This feature is not available for the Mexico edition of Zoho Books.



Other Feature Enhancements

UPI Payment Mode [India Edition]

For new India edition organizations, we've set UPI as the default payment mode to record payments for your transactions. For existing organizations, Cash will remain as the default payment mode.

Recall Option for E-invoices [India Edition]

We have introduced the new e-invoice recall option for both invoices and credit notes. This option will be displayed only for invoices marked as cancelled, ensuring accuracy when updating your invoice status. Once recalled, the invoice status will be changed to Draft automatically.



Customer and Vendor Numbers

Assign unique identification numbers to your customers and vendors to avoid any confusions while creating transactions for them.

Go to Settings and select Customers and Vendors under Preferences. In the Customer & Vendor Numbers section, you can choose to enable the feature for your customers, vendors, or both.



Create Transactions in Zimbabwe's New ZiG Currency 

We have introduced the new Zimbabwe Gold (ZiG) currency in Zoho Books, which you can associate with your customers, vendors, and transactions. You will also be able to set ZiG as the base currency when you're creating a new organisation.


That's it from us for this month's product updates! We hope the latest enhancements are helpful for your business. You can also visit the What's New timeline for byte-sized information about our previous feature updates and enhancements.

We'll catch you in next month's product updates. Until then, if you require any assistance or need clarifications, feel free to write to us at support@zohobooks.com, we'd be happy to help!

Best regards,
The Zoho Books Team

      • Recent Topics

      • Phantom Opening Balance

        While experimenting w/ creating a composite item, Zoho added funds to Petty Cash and added Bank Account equal to previous day's balance. I'm unable to undo the adding of funds. Attaching screenshots of both bank account and petty cash transactions.

      • Importing customer comments and multiple shipto addresses

        I am evaluating Zoho Books and have most of my data imported with two exceptions: (1) Import customer comments - in my current system I have several comments of different types, and I need to bring these into Zoho. Preferably Books customer records, but

      • Detailed Account Reports - Add Running Balance

        When one clicks into an account from a report (say P/L or Balance Sheet), the default reports have the Debit, Credit, and then the Amount. The Amount column (last one) is duplicate information. It would be far better and fit more peoples' use cases if

      • How to Billed from two different GST Numbers

        How to Billed from two different GST Numbers. Suppose ABC & Co had GST registration in Delhi and Haryana and Zoho account is created with Delhi GST Registration number. Now i also want to issue invoice from Haryana GST Registration number. How can i proceed ?

      • Zoho IP blocked by SpamHaus

        ERROR CODE :550 - 5.7.0 Your server IP address is in the SpamHaus SBL-XBL database, bye

      • IMAP Communication Problems - IMAP Down Again

        We are experiencing the same problems over the last week or so that were supposedly 'solved' according to this thread. Zoho Imap Down Again This is affecting attempts to use IMAP on multiple ISPs and users so is definitely narrowed down to Zoho problems.

      • Make the Flexible User Pricing actually flexible - allow bundled apps to be licensed individually

        The 'Flexible User Pricing' is not flexible! Please make it flexible. Allow bundled apps to be licensed individually. Although Zoho One offers nearly all Zoho apps, one has to choose which apps to include in the bundle when joining Zoho One. Any included app is forced into Zoho One licensing. The unfortunate implication of this is that one cannot add an individual app user license for any of the bundled apps. If you try to add a user in any bundled app, it will redirect you to Zoho One licensing

      • Can't login to Zoho mail

        I'm logged into Zoho but when I try to go in zoho mail I get: Invalid request! The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try again. I just set up my mx records and stuff with namecheap a few

      • Hotmail is STILL blocking the zoho mail IP

        Greetings, as I already mentioned in my last message, my Zoho IP has been blocked by Hotmail for more than 15 days. Although someone said that the issue was "solved," it still isn't, and this amount of time seems neither normal for a "serious" company,

      • Keyboard shortcut M key

        I'm trying to customize my keyboard shortcuts and assign the "m" key. But it says the key is already assigned. I've looked through all my shortcuts and can't see any assigned "m". When I select an email and press the M key, nothing happens. What is the

      • Manage customer access across multi-brand help centers

        Hello everyone! Managing customer's access across multiple brands has been streamlined with the ability to invite, reinvite, approve, reject, and deactivate contacts individually for each help center brand . This enhancement gives administrators precise

      • White Label certificate

        Hi all, About 72 hours ago, we fulfilled all steps for white labeling (CNAME to point to mail.cs.zohohost.eu), but since then the configuration page is now stuck at "generating certificate" since 3 days. When I execute an NSLOOKUP mail.webfoundry.be it

      • Unusual activity detected from this IP. Please try again after some time

        When i try to create new addresses on my account i am getting this error, it has been 24 hours now and i am still getting this error can anyone help

      • How to add a new domain in my account?

        Probably zoho has the worst UI in the market. Cannot add a new domain to manage a new email address.

      • Report sorting not working

        I make extensive use of Summary reports and Pivot Tables. Most of these reports are structured such that I have several columns of "information" data that I want displayed, followed by one or more "Data" summarizations. For example, I have the following

      • New Enhancements in Wizards

        Dear All, Wizards help you break a long form into a series of smaller forms on different screens, making it less overwhelming. We are thrilled to introduce a couple of enhancements to wizards in Zoho CRM: Enhancements for conditional rules in Wizards

      • Find and Merge Duplicates to trigger webhook

        My sales team uses the Find and Merge Duplicates feature often to cleanup records in the CRM. We use webhooks to signal to our internal tools database when new Contacts are created, updated, or deleted, in order to keep our DB in sync with Zoho CRM. However,

      • 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.

      • How to Hide System-DefinedTemplates in Service Report

        Is there any option available to hide system-defined templates? these templates are causing confusion for field users.

      • WhatsApp Report in Bigin CRM

        Reporting feature for Bigin CRM’s integrated WhatsApp that provides insights such as: Number of WhatsApp conversations closed Number of messages sent and received Number of conversations replied to Response and closure metrics for WhatsApp chats More

      • Issue with Azure DevOps Integration in Zoho Flow

        Hello, All workflows between Zoho Flow and Azure DevOps have stopped working for several days now. Upon further investigation, it seems that the connection to Azure DevOps is no longer directly supported. Indeed, Microsoft has deprecated the Azure DevOps

      • Narrative 16: Simplify with workflows

        Behind the scenes of a successful ticketing system: BTS Series Narrative 16: Simplify with workflows What is a workflow? A workflow organizes business tasks in a defined sequence that makes each step clear to all participants. This ensures work is completed

      • Zoho Invoice Customer Login Portal

        Are there any plans for a customer portal to Zoho Invoice, ala Freshbooks?  I would like customers that I invoice to be able to login to review invoices and invoice history.  I have not switched from Freshbooks for this very reason.

      • Random Leads are being created

        Hi, Every few days I am getting random leads that are being created with no form interactions at all. The email addresses are from obvious spam, such as 'Easymerchantsx'. When I look at the timeline, there is a Visit record and then a Lead Created record,

      • Print a price list or price book

        Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more

      • Bar Chart -- sort X-axis

        Hi! I created a bar chart ("Top 10 Products by Revenue") X-axis: Product Name Y-axis: Revenue Filter: Revenue - Top 10 Here's a picture: http://screencast.com/t/ZTJlZTdkNz The x-axis is sorted alphabetically by Product Name. How can I force it to sort numerically by Revenue?

      • ZoHo Flow Custom Function not Processing JSON

        JSON is being escaped and converting all the quotes in the JSON to '"' Here's the Code: void InsertRowInE123EligibitySheet(map input) { rawData = get("data",""); decodedData = rawData.htmlDecode(); data = decodedData.toMap(); sheet_id = "ID GOES

      • Managing functions

        Can someone let me know if there are any plans to improve the features for managing functions in CRM? I have lots of functions and finding them is hard. The search only works on the function name and the filter only works on function type. I have created

      • Zoho FSM - Service Appointment Trouble Adding Field Agent

        Hello, I just started using Zoho FSM and I'm currently adding older work orders from prior Field Service application I use. The work order that im trying to add is from an earlier date, and when I try to add a field agent to a service appointment it does

      • 年内最後のユーザー向けイベント：5名限定！ 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (12/18)

        ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 12月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/QHn6kJAcRs-znJ1l5jk0ww ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。

      • How do I get my account id?

        Hello, I followed the instructions to get a list of accounts of the currently authenticated user (which is me, and I am logged in). But when I follow the below instructions I get the following error: ERROR: {"data":{"errorCode":"INVALID_TICKET","moreInfo":"Invalid ticket"},"status":{"code":400,"description":"Invalid Input"}} Instructions that I am following: GET - User account details Purpose The API retrieves the list of accounts of the currently authenticated user.  Request URL  http://mail.zoho.com/api/accounts

      • Zoho Quartz Screen Recording

        Hello, can we get access to Quartz, please, as a standalone solution? It would be great for creating training videos for current and future staff on how to use Zoho software according to our company requirements. Thank you

      • auto close automated alert tickets which are similar

        Hello ZOHO Community, we are using ZOHO Desk to process automated monitoring alerts. Scenario: Our monitoring system creates a ticket when a threshold is exceeded, e.g. Subject: Computer 1 – CPU usage 100% – Error A few minutes later, once the issue resolves

      • Maintain knowledge base integrity by moderating article comments

        Hello everyone, A knowledge base provides a self-service platform where customers can refer to articles, user manuals, and other resources to learn about the company's products or services and troubleshoot problems. Often, readers leave a comment on the

      • Making another calendar your default calendar

        I am trying to make another calendar my default calendar when I add events to it. It keep going to a single calendar, I need it to go to my google calendar by default, as this is linked to other services / websites. I cannot find an option to make it

      • Option to Delete Chats in IM

        Currently, there is no option to delete any chats in IM, regardless of their source.

      • Referencing a cell from another sheet

        My workbook has multiple sheets. Each sheet has some calcluated totals in certain cells. The front master sheet has a list of everything that is detailed on the other sheets, with the totals. These could change at any time, so the totals need to be references to the other cell's value, not a fixed number. So on the master sheet, I put in =, then go the other sheet and choose the cell and hit Enter. In regular Excel, this works. But in the Zoho sheet, it doesn't work. I have to edit the result by

      • Group mail for external email addresses

        Hello, I was just wondering if the Group mail feature works with external email addresses - e.g. gmail.com or a completely different domain? it seems only internal addresses (hosted with Zoho) receive the mail. Thanks, Oliver

      • The email address you have entered belongs to a different deployment/region.

        Hi, I am trying to create the user - mprust@crombiecomputers.co.uk but keep getting the message below -  The email address you have entered belongs to a different deployment/region. Please contact support@zohoaccounts.com for assistance. Look forward

      • Use Zoho Flow Credits for CRM ‘Actions by Zoho Flow’

        Hello Team, We would like to submit a feature request regarding credit usage for “Actions by Zoho Flow” in Zoho CRM. Use Case: We are Zoho One users and actively use Zoho Flow, where our organization has 52,000 Flow tasks per month. In Zoho CRM, we use

      • Next Page