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

      • Client Script | Update - Client Script Support For Portals

        Dear All! We are excited to announce the highly anticipated feature: Client Script support for Portals. We understand that many of you have been eagerly awaiting this enhancement, and we are pleased to inform you that this support is now live for all

      • Professional Plan not activated after payment

        I purchased the Professional Plan for 11 users (Subscription ID: RPEU2000980748325) on 12 September 2025, and the payment has been successfully processed. However, even after more than 24 hours, my CRM account still shows “Upgrade” and behaves like a

      • Auto Update Event Field Value on Create/Edit

        Hi there, I know this question has been posted multiple times and I've been trying many of the proposed similar scripts for a while now but nothing seems to work... what might I do wrong? The error I receive is this: Value given for the variable 'meetingId'

      • Pre-orders at Zoho Commerce

        We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery will

      • Payroll and BAS ( Australian tax report format )

        Hello , I am evaluating Zoho Books and I find the interface very intuitive and straight forward. My company is currently using Quickbooks Premier the Australian version. Before we can consider moving the service we would need to have the following addressed : 1.Payroll 2.BAS ( business activity statement ) for tax purposes 3.Some form of local backup and possible export of data to a widely accepted format. Regards Codrin Mitin

      • Problem with Email an invoice with multiple attachments using API

        I have an invoice with 3 attachments. When I send an email manually using the UI, everything works correctly. I receive an email with three attachments. The problem occurs when I try to initiate sending an email using the API. The email comes with only

      • Page Layouts for Standard Modules like CRM

        For standard modules like quotes, invoices, purchase orders, etc, it would be a great feature to be able to create custom page layouts with custom fields in Zoho Books similar to how you can in Zoho CRM. For example, and my current use case, I have a

      • Non-depreciating fixed asset

        Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording land

      • Fixed asset management

        I want to know if there is any individual module for fixed assets management

      • One time sale item in billing automatically detects as service

        if i have some items which i don't want to add in my "item" list because its sold only for one time. but when i type item name in invoice, it (system) automatically takes it as a service and despite of HSN , it shows SAC code to be entered. if its selectable i.e. either item or service , it would be very helpful and a must have feature.

      • Project template after project creation

        How can I apply a project template AFTER the project has been created?

      • convert the project to templet

        i have some deployment ME product for different customer , i need to create a fixed template for use it rather then keeping creating this template every time

      • Related Module in Sharing Rules

        Zoho CRM team recently added the feature to filter records by Related Records It will be really beneficial if we can have this feature for Sharing Rules as well

      • Assignment Thresholds Resetting After Lead Conversion

        Hello everyone, We're facing an issue with Zoho CRM's lead assignment thresholds that makes them unsuitable for our workflow. I'm hoping to find a potential workaround or solution from the community. Here’s our current process: A new lead is created automatically

      • Territory view for custom modules?

        I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories:  Contacts /  Accounts / Opportunities These modules don't have territories:   Buildings (custom module) and 

      • Approval Process Comments

        Is it possible to view the comments entered during the approval or rejection of a record in the approval process? If not, is there a way to require a field to be completed upon approval or rejection?

      • Login for test case

        Had a few questions regarding authentication test cases and couldn't find an answer in the the docs. 1. If an app like Zoho Creator requires authentication before providing access, do I need to create a login function and add it to each test case? 2.

      • Zoho / Outlook Calendar sync

        The current Marketplace -> Microsoft -> Meetings integration needs 2 changes. 1. The current language for the Two-Way sync option should be changed. It currently states, "Sync both your Zoho CRM Calendar and Office 365 Calendar meetings with each other."

      • Customer members area

        Does FSM support a customer members area? If not what do you propose we use if we want the data used in FSM for customers to give them an area / login to see past orders, create new orders and general announcements.

      • Notes created in mobile can no longer be accessed in desktop

        Working with a 2013 Mac running OS 10.14.6; Desktop Notebook version 4.5.3. Using Motorola Moto G Power 5G - 2024; Android app version 6.7 I have been using Notebook for some years. Starting several weeks ago, the notes newly created ion the phone can

      • Function #49: Manage varying installment payments using Zoho Books

        . Hello everyone, and welcome back to our series! Last week, we discussed automating the collection of fixed installment payments in Zoho Books. But what if your payment structure involves charging varying percentages of the invoice total as installments?

      • Is it possible for contacts to "Re-enter" a workflow in Zoho Campaign?

        We are currently working on a way to automatically add users to from one list to other lists based on specific criteria, but can't seem to find a native way of doing this so we are trying to use Workflows to do this. So, for example, if a user's status is set to "Active," then they should be added to the list "Active Users." If the same user's status is then set to "Paused," they should be added to the list "Paused Users" and removed from the list "Active Users." This works fine for the first go

      • Bulk upload images and specifications to products

        Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.

      • Out of Office for Just One of My Alias Email

        Can I set up the Out of Office Reply for Just One of my Alias Email Addresses?

      • Can I map multiple Surveys into the CRM using the same fields?

        Hello, We are a healthcare practice that offers two distinct services (Nutrition and Primary Care). We use Zoho Survey for our lead generation form (Get Started Survey), which allows people to express interest in one of the two services and even allows

      • Dealing with API responses where integers have more than 16 digits

        Hi there How do I deal with an api response contaning an int or float with more than 16 digits (before any decimal places for a float). I constantly receive the response "Unable to cast the 'BigInteger' value into a 'BIGINT' value because the input is

      • unblock e-mail

        please unblock my e-mails info@meatnews.gr and myrtokaterini@meatnews.gr

      • Add Zoho Mail for users who do not need Zoho One

        We have licenses for ZOho One for teams that need to use the suite of products that Zoho One offers.  We have 8 more people who only need email access and we would like to add just a Zoho Mail.  They do not need the Zoho One license.  We are currently

      • ZML vs HTML Snippet - which is better?

        Are there certain use cases where one is better than the other?

      • Auto CheckOut Based On Shift.

        This Deluge script runs on a scheduled basis to automatically set the 'Actual_Check_Out' time for employees who haven't manually checked out. If the current time is past their scheduled 'Shift_End_Time', the script updates the check-out time to match

      • Infinite loop of account verification

        Hi I can't do anything on my zoho account.  I always get this message Hi Sheriffo Ceesay As a security measure, you need to link your phone number with this account and verify it to proceed further. When ever I supply the details, it displays that the number is associated with another account. I don't have any other account on zoho so this is really annoying. 

      • Load PO_Date field (Purchase Order) with current date in Deluge

        Hi, I'm not a full time developer, just helping to customize our CRM, in the small company I work for. There must be something wrong with me, because I can't do something so simple as complete a field with the current date in a function using Deluge.

      • Zoho CRM in Microsoft Power Automate Custom Connector

        Hi everyone, I’m building a Power Automate flow that integrates Microsoft Bookings with Zoho CRM. The goal is to automatically create a meeting (event) in Zoho CRM whenever a new appointment is booked via Microsoft Bookings. To achieve this, I created

      • Spell check sucks

        Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.

      • Zoho One Login Issue - Unable to receive OTP

        Hi Support Team, I am experiencing a unique login issue with Zoho One. I am attempting to log in from India using Zoho Login credentials provided by a USA-based client. Their Zoho account is hosted on a US data center. After entering the username and

      • In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subf

        In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subform update Invoice , there i have date field,Invoice number

      • Problem of Import Client Users From CRM and or Expense

        I am premium plan user on Projects. I have about 500 customers on Expense and CRM that integrated with each other. According to at below link, I am trying to import clients from CRM, system not allowed to select any customer. If I import from Expense,

      • equest to Disassociate Bigin from Zoho One and Migrate to Standalone (Upgrade to Bigin Premier – 3 Seats, Annual)

        Dear Zoho One Support Team, I’m writing to request your assistance to disassociate (remove) the Bigin application from our Zoho One organization while preserving all existing Bigin data. After the disconnection is successfully completed, we intend to

      • Unable to enable tax checkboxes

        Hi Zoho Commerce Support, I'm writing to report an issue I'm having with the tax settings in my Zoho Commerce store. I've created several tax rates under Settings > Taxes, but all of them appear with the checkbox disabled. When I try to enable a checkbox,

      • Zoho Commerce - Enable Company Name and Tax Number collection for B2B orders in Global Edition

        Please enable Company Name and Tax Details option on checkout settings in Zoho Commerce Global Edition. It is still important to collect Company Name and Tax Number for B2B sales in many countries. My business is based in Ireland (in the EU) and I have

      • Next Page