What's New this August 2019 in Zoho Invoice?

What's New this August 2019 in Zoho Invoice?

Hello everyone,

A slew of new integrations and enhancements are what awaits you this month! Keep reading to know what we've added to Zoho Invoice in this past month.

Enhancements to Zoho CRM integration


The Zoho Invoice - Zoho CRM integration has been enhanced to bring more context to customers when syncing them with Zoho CRM. As part of this enhancement, we've made the below changes:
  • To differentiate between B2B and B2C customers, we have now added a field Customer Type in the contact creation page, to choose if a customer should be marked as "Business" or "Individual". 
  • When setting up the modules to be synced from Zoho CRM, you can now choose if you want to sync Contacts in Zoho CRM that do not have an Account associated to them, as "Individual" customers in Zoho Invoice. With this, you can accomodate both B2B and B2C customers. 
  • A "Business" customer in Zoho Invoice will be synced with the Accounts module of Zoho CRM. An "Individual" customer in Zoho Invoice will be synced with the Contacts module of Zoho CRM.



Provide a header for line items


Categorize your line items in invoices and estimates with the help of item headers. When you create a new invoice, recurring invoice, or estimate, you can now add an item header for the line items. Multiple headers can be created, dragged and placed above any item. Once you have added item headers, you can get a clear segregation of the items in the final PDF of the transaction. This feature is available in all the predefined templates.

To add item headers:
  1. Go to the Invoices/Recurring Invoice/Estimates module.
  2. Click + New to create a new transaction or edit an existing one.
  3. After entering the line items, click the dropdown next to Add Another Line.
  4. Select Add Item Header.
  5. Add the header name.


Bulk update projects in invoice line items


No more hassle of manually associating projects to each of your line items in invoices. When creating an invoice, with the help of the bulk update option, you can now select the line items and associate projects easily in one go.

To do this: Go to Invoices > Click + New > Select the customer and enter the line items > Click Bulk Update Line Items > Select line items to be updated > Click Update Project > Select a Project > Update.



Set profile level preference for recurring invoices


You can now set customer level preference for recurring invoices. With this update, when you create a recurring invoice, you can choose how its invoices should be sent to customers. Similarly, you can save the desired preference for each recurring profile. If you have the same preference for multiple recurring invoice profiles, you can also bulk update the same.

To set this preference: Go to Recurring Invoices > Select + New or edit an existing profile > Click the gear icon next to Preferences in the bottom of the page > Select the preference > Save.




Accept ACH payments through Stripe (Global and US Edition)


Users having Zoho Invoice - Stripe integration can now accept payments via Stripe ACH. With Stripe ACH, you can charge your customer’s bank account to receive payments seamlessly. Learn More  
Note : Stripe ACH is available only for US based organizations.

View invoice details contextually


Want to quickly check the details of the invoice created from an estimate? You can now view the invoice details contextually, within the estimates module. Once an estimate has been invoiced, you can view the corresponding invoice's details by clicking "View the invoice" link in the Comments & History tab of the estimate.




Give these features a try and share your thoughts in the comments below. We will be back again next month with a fresh set of updates in Zoho Invoice for you.


Cheers,
Lavanya
The Zoho Invoice Team










    • 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

      • Cómo creo una factura negativa o de abono?

        NEcesito anular una factura y crear una nueva igual pero en negativo. El sistema no me lo permite

      • Power of Automation::Streamline log hours to work hours upon task completion.

        Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

      • CRM : Function to add user name to text field

        I have a lookup field in a module that is linked to the CRM users so we can assign a Project Lead to the customer. Sadly Zoho Marketing Automation doesn't sync Lookup fields so I need to extract information from the lookup to text fields: Lookup field

      • Zoho CRM - Restrict Login based on work hours

        Hi there, I'm wondering if we can restrict users to login during works - For example the users would be able to login from 8am to 5pm. I have seen the IP address restriction - the only downfall is what if the customer has dynamic IP. thanks Jiri

      • Tips and Tricks #46: Customize themes and templates using Show's Master View

        Hi All!  Let's say you want to revamp your presentation and make changes to its visual design. You can do this easily using the Master Slide and its associated layouts. The Master Slide stores information about all the layouts used in the presentation.

      • Sheet View in CRM portal

        Hi, When will it be possible for my CRM portal users to edit/add records with Sheet View? George

      • What's New in Zoho Invoice | July - September 2025

        Hello everyone! We’re back with the latest updates and enhancements we’ve rolled out in Zoho Invoice from July to September 2025. Here’s what’s new this quarter: Introducing the Singapore Edition in Zoho Invoice Share Invoices through WhatsApp GST 2.0

      • Alert: Audio Call Support to be discontinued for Old Live Chat Widget from December 31, 2025

        Action Required: Upgrade to the New SalesIQ Live Chat Widget We're reaching out with an important update regarding the SalesIQ Live Chat Widget that requires your immediate attention. Effective December 31, 2025, audio call functionality will no longer

      • multiple contacts for one account

        We currently use Zoho CRM where each Account represents a club or organization, and each Contact represents a manager or owner. However, some of our managers own or manage multiple clubs, and Zoho only allows a contact to be linked to one account at a

      • Rich text Merge field - Not using font specified in HTML

        I have a rich text merge field in a writer template which is creating a table. I have chosen to use this method instead of a repeat region because I need to specify specific cell background colours which change every time the document is created. The

      • ヒートマップ詳細設定について

        はじめまして マーケティング担当の浅田です。 PageSenceのヒートマップ設定について質問です。 単一ページ毎の設定は上手くできるのですが 詳細設定にて、トップページのURLを含ませ全体のヒートマップを計測できないか試したところ お知らせ：データを受信していません。と表示されてしまいます。 トップページURLで始まるページの条件も試しております。 全頁を反映させたいと思い、詳細設定を上手く設定できたらと考えております。 どなたか詳しい方がいらっしゃいましたら、教えて頂けませんでしょうか 宜

      • Automatic category assignment

        Hi, I’d like to ask if there is a way to automatically assign an expense category based on the recognized Merchant. What would be the simplest way to set up automatic category assignment? Alternatively, is there an option to first choose the category

      • Experience with Zoho Vertical Studio

        I'm considering Zoho Vertical and would love to hear from some devs who've been using it. The Zoho ecosystem is pretty solid, so I assume the experience has been pretty good, but sometimes Zoho has its quirks. Overall, has your experience been positive?

      • LinkedIn Chrome Extension

        Hello - I believe it is a known issue that the LinkedIn extension Resume Extractor has stopped working and they are working on potential fixes. Wondering how others users are finding this issue and if there are any better workarounds for this issue? It

      • Advance PDF creation from CRM data

        I'm trying to create a PDF export of data in the CRM. My problem is I want a pretty complicated format for the data. I'm trying to export multiple modules worth of data, with nested one-to-many relationships between the modules. Along with that, I want

      • Sub-Form Padding in CSV Export

        Hi, When you use the Sub-Form, and for example you have a Date Field on the Main Page, then Option 1 and Option 2 fields on the Subform, when you export this to CSV the Date column will only have the Date in 1 row, the first row, it would be nice to pad

      • More Formula Functions

        Hi, I would like for example to be able to have a Date Field and Formula Fields, and then in the Formula Fields I would like to grab just the Month of the above Date Field or the Week Number of the above Date Field. So more "Functions" than the current

      • File upload size limits

        I am designing a contact form in Zoho Creator with File upload facility. I am not sure where and how to set the following properties for the same: Allowed File Types Maximum Size of the Attachment Number of Attachments

      • Composite Services and Account Tracking

        I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the

      • All operation codes getting Not applied in WO-TT22J1025WOR0471, SR-TT22J1025PRE0423,FOR VIN-W1K6G2AB2SL005130.

        Dear Support Team, Please refer attached screenshot. All operation codes getting not applied in work order. Request you to please check and update ASAP.

      • Exclude Segment from Campaign Recipients

        I've created two Segments in order to separate Non-Marketing Contacts from Marketing Contacts. I'd like to send an Eblast to all Marketing contacts in my lists, but when I go to select Recipients, I have two options: 1. To Choose Lists to Send to; 2.

      • Reschedule Multiple/Mass Calls at Once

        When we go into a Call record, we have the option to "Reschedule Call." How can we select multiple Calls at once from the Activities tab and Reschedule them? The big use case for us: We have many leads that our reps are supposed to call on a daily basis.

      • Option to Empty Entire Mailbox or Folder in Zoho Mail

        Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail only

      • I want to Make the due date of the project appears automatically

        hello everyone I want to know if the zoho projects app can add automatically the END DATE of the project I added the duration, start after dates of each tasks in the project template & the starting date of the project itself and the end date of it doesn't

      • Drag 'n' Drop Fields to a Sub-Form and "Move Field To" Option

        Hi, I would like to be able to move fields from the Main Page to a Sub-Form or from a Sub-Form to either the Main Page or another Sub-Form. Today if you change the design you have to delete and recreate every field, not just move them. Would be nice to

      • Deluge Tips & Tricks: Mastering dates and times

        Hello everyone! We're bringing back our Deluge Tips & Tricks series, where we show you how to make the most of Deluge for achieving a wide range of use cases. Working with dates and times is a fundamental part of almost any business application. Whether

      • Adding a Button in a Form in Zoho Creator App

        Hi I want to know how can I add a Button in Zoho Creator form. I have options that I select from a multiselect options and I want the button to add those selected options in a Subform. I do not want to add on a Page Builder I want it inside a specific

      • Internal Exception for Creator function

        I have been running a script successfully for several days using the scheduler in my application. Now today it suddenly creates and Internal Exception error. Nothing has changed about the script. The data is still retrievable from the web service it is using. Why would this suddenly be happening for no apparent reason? Also noticed that my usage logs are not up to date. Is something changing behind the scenes?

      • How to Set Up a Custom Domain and Customize Homepage

        Hello, I am experimenting with Zoho Creator to build applications for my own use case and have encountered a couple of issues: 1. Custom Domain Access: Is it possible to access my Zoho Creator application through a domain that I own? If so, how does the

      • Announcing new features in Trident for Mac (1.26.0)

        Hello everyone! Trident for macOS (v1.26.0) is here with new updates to securely manage your passwords, locally save your emails, and protect against emails with suspicious URLs. Let's take a quick look at them. Manage passwords with Zoho Vault eWidget.

      • Default Value on a Number

        Hi, I would be nice to also be able to set the Default Value for a Number Field, not just the Initial Value shown, so if not on the screen so not enetred it can have a value of 0 for example. Thanks Dan

      • Having trouble fetching contents of Zoho Connect Feeds using the API, requesting alternative API documentation.

        I'm trying to retrieve feed/post data from Zoho Connect using the API but facing challenges with the current documentation. What I've tried: OAuth authentication is working correctly (getting 200 OK responses) Tested multiple endpoints: /pulse/nativeapi/v2/feeds,

      • Tip#45: Custom Tags and Cluster Tags

        Tagging your work items helps categorize and label work items within your Zoho Sprints workspace. Now, this feature is expanded across multiple modules, along with the introduction of cluster tags that offer an advanced tagging mechanism. Manage Tags

      • Extensions 101 webinar series: Build, integrate, and monetize with extensions

        Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last

      • [Free Webinar] User Management in Zoho Creator - Creator Tech Connect

        Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

      • A couple of minor enhancements to Workflows

        Last updated on September 17, 2024: These enhancements were initially available for early access, and we've now enabled them for all users. We are elated to announce a couple of enhancements to custom functions in our Workflows! Say hello to: "Source"

      • Business Continuity - Disaster Recovery

        I know about the Zoho CRM backup .zip files, however, this doesn't include any of the infrastructure with like custom fields or custom modules. I am curious on what everyone has in place for a true backup or what your plan is if your Zoho instance were

      • Narrative 11: Are your customers happy?

        Behind the scenes of a successful ticketing system: BTS Series Narrative 11: Are your customers happy? Happiness isn't just something you experience; it's something you remember. Hear your customers' voices by enabling customer happiness ratings in Zoho

      • Don't understand INVALID_REQUEST_METHOD when I try to post up an attachment

        When I make the POST request (using python requests.post() for files): https://www.zohoapis.com/crm/v8/Calls/***************01/Attachments I get this response: r:{ "code": "INVALID_REQUEST_METHOD", "details": {}, "message": "The http request method type

      • Signature field is showing black

        Hello, When customer signed the service form, it is showing as below picture Phone model: iPhone 16 Pro We tried delete and install application, but it not solved. This has on phone of a few person. There is any advice to solve this?

      • Next Page