Zoho Books | Product updates | July 2025

Zoho Books | Product updates | July 2025

Hello users,

We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience.

Introducing Plan Based Trials in Zoho Books

We have introduced plan based trials, which allow you to explore five trial plans: Standard, Professional, Premium, Elite, and Ultimate. By default, the Premium trial plan is assigned when you create an organization.

To switch the trial plan, click the organization's logo at the top right of the screen > select Change Trial Plan > Choose Plan > click Save.

Introducing a New Flow to Track Discounts on Bills under Inventory Asset

We're introducing a new flow for how discounts are managed at the line-item level in bills. Once you switch to the new flow, any discount applied to line items in a bill will be tracked under the stock account by default.default. The actual cost will be reflected in both the journal entry for the transaction and the Inventory Valuation Summary report, giving you a more accurate view of your inventory value.

Record Income TDS Without Linking It to an Invoice [India & Global Editions]

You can now record income TDS payments separately, without linking them to any specific invoice.



To record a TDS payment without linking it to an invoice, go to Sales > Invoices. Select an invoice, click the Record Payment dropdown, and choose Record Payment. Enter 0 in the Amount Received field, select Yes, TDS (Income Tax) in the Tax Deducted? field, fill in the other mandatory details, and click Record Payment. 


To record a TDS payment without linking it to an invoice from the Payments Received module, go to Sales > Payments Received. Click + New, select a Customer Name, enter 0 in the Amount Received field, fill in the other mandatory fields, and click Save.

Mark PDF Templates as Active/Inactive

You can now mark a PDF template as inactive instead of deleting it. Inactive templates cannot be associated with any modules. You can also mark the template as active later.



To mark PDF templates as inactive, go to Settings > Customization > PDF Templates. Select a module under the Templates pane, hover over the desired template, click the Settings icon, and select Mark as Inactive from the dropdown.

Configure Workflows Rules Based on Organization or Customer Time Zone

You can now configure workflow rules to execute based on either the organization’s or the customer’s time zone. For example, if your company is based in New York and has customers worldwide, you can choose to send reminders based on the customer’s local time zone. 



Note: This feature is currently supported only for the Invoices and Sales Orders modules.

WhatsApp Notification Support for Packages and Shipments

You can now configure templates to send package, shipment, and delivery details to your customers via WhatsApp. You can also check the message status from the Comments & History section.



To enable WhatsApp notifications for packages and shipments, go to Settings > Integrations & Marketplace > WhatsApp. Slide the toggle next to Package, Shipment, and Shipment Delivered. You can then create WhatsApp templates and get them approved by Meta to start sending notifications to your customers. 

 

To send a WhatsApp notification for a package that is not yet shipped, go to Sales > Packages. Select the package and click Send WhatsApp Message on the details page.

 


To send WhatsApp notifications in bulk for packages that are not yet shipped, go to Sales > Packages. Click the Filter icon, select the Not Shipped filter, choose the packages, and click the WhatsApp icon at the top of the page.

 


To send a WhatsApp notification for a shipment that has been shipped or delivered, go to Sales > Shipments. Select the shipment, click Send, and choose WhatsApp Message from the dropdown.

 

To send WhatsApp notifications in bulk for shipments that have been shipped or delivered, go to Sales > Shipments. Click the Filter icon, select the Shipped/Delivered filter, choose the shipments, and click the WhatsApp icon at the top of the page.



To provide roles with access to send WhatsApp notifications for packages and shipments, go to Settings > Users & Roles > Roles. Select a role, click More Permissions next to Package/Shipment Order, and enable the Communication option.

Introducing Sales Summary Report

We have introduced the Sales Summary Report, which provides a clear overview of your daily sales activity. The report displays the total number of invoices and sales receipts created each day. If credit notes are issued for an invoice, it also includes the number of credit notes, their amounts, and the outstanding balance. The credit note amounts are subtracted from the invoice sales and reflected in the Total Sales and Total Sales with Tax columns.



 

Sort and Limit Data Points in Report Panels

You can now sort and define the maximum number of data points to be displayed on the report panel. Sorting can be applied to X-axis and Y-axis data points. These options are available while creating or editing report panels in custom dashboards.



Set Applied On Date for Customer Payments and Credit Notes

You can now Set Applied on Date when applying Customer Advances, Excess Customer Payments, and Credit Notes to Invoices. This allows users to record the credits applied on these transactions on a future date later than the original posting dates. 

Associate Active Locations with GSTINs to Enable GST [India Edition]

Going forward, it is mandatory to associate a GSTIN with every active location to enable GST. Each active location must be either linked to a GSTIN or marked inactive before enabling tax. 

Enhancements to Record Locking

We’ve enhanced record locking and added a dedicated tab for it under Settings. You can now specify which actions and field updates are allowed or restricted after records are locked, and define who can perform these actions.



Note: This feature is supported only in Invoices, Quotes, Credit Notes, and Custom Modules.

Zoho Inventory Add-On Updates

Barcode Scanning in Picklist

Barcode scanning is now supported in Picklist. You can scan items instead of entering them manually.



Set Preferred Bin for Picklist Creation

We've introduced the Preferred Bin feature in the Picklist module. Admins can now select a specific bin for each bin-tracked item during picklist creation.



Introducing the Transfer Order Summary and Transfer Order Details Report

We’ve added two new reports to help you track transfer orders more efficiently. The Transfer Order Summary Report gives an overview of all transfer orders within a selected date range, while the Transfer Order Details Report provides item-level details for those orders.

Other Enhancements

  • We have added support for viewing sync history in the Bigin integration, making it easier to troubleshoot sync issues.
  • You can now manually enter payment numbers while importing vendor payments.
  • You can now directly send payment links via WhatsApp. 
  • You can bulk update the Revenue Recognition fields of an invoice like Revenue Recognition Type, Rule Name, Start Date, End Date, Allocation Method, Deferred Revenue Account.

 

We hope you like the new features and enhancements in Zoho Books! Take some time to explore the latest updates. We’ll be back next month with even more updates, as we continually strive to elevate your accounting experience.

You can also visit the What's New timeline for bite-sized information about our previous feature updates and enhancements. If you need any assistance, feel free to reach out at support@zohobooks.com.

 
Best regards,

The Zoho Books Team

      • Recent Topics

      • Resume Harvester: New Enhancements for Faster Sourcing

        We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built

      • Incorrect “correct” password on email client apple mail

        I have troubleshot this account several times. I have deleted and re added account. It keeps saying incorrect password. Can you check that it is not locked on your end?

      • Is it possible to lock editing subform rows?

        Ideally editing would only be locked after the form has been updated but I still want them to be able to add new subform records at any time and they should be able to delete rows from the subform. It is a named subform if that's relevant however the

      • "Spreadsheet Mode" for Fast Bulk Edits

        One of the challenges with using Zoho Inventory is when bulk edits need to be done via the UI, and each value that needs to be changed is different. A very common use case here is price changes. Often, a price increase will need to be implemented, and

      • What is the maximum file size of a video upload in Zoho chat?

        Can I upload a 20 mb video file and share it with my colleagues? 

      • Update a field in ALL all calls under a contact

        HI guys! I have written some deluge code to update a field in my calls after i have comepleted the call, i need this field to update in all my scheduled calls as well that are comeing up. I just cant seem to get it to work, i have put teh code below,

      • In place field editing for candidates

        Wondering about any insight/best practices for efficiently updating candidate records while reviewing them in a Job Opening pipeline. We can do in-field editing (e.g. update job title or City) only when we have the full candidate record open, however

      • Automatic Matching from Bank Statements / Feeds

        Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these

      • Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider

        I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's

      • Fat Download of Ulaa Browser

        I just observed that Ulaa Browser is offering an one-capsule big download. These days it is a custom to offer a small bootstrap downloader and based on user customization options an appropriate download completes. And this is particularly common with

      • Cancelled Transfer order problem

        Hello, We've canceled a transfer order, and we can't add the related items to a new Transfer Order. The system tells us that the bin doesn't have the required quantity, but when we check the item, it indicates that there are 2 units in the bin. It also

      • Zoho Creator customer portal limitation | Zoho One

        I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)

      • Changing the Default Search Criteria for Finding Duplicates

        Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.

      • Billing Management: #8 Usage Billing in Logistics & Delivery Services

        The logistics and delivery industry thrives on movement and precision. Every delivery completed, every kilometre driven, and every ton transported is a measurable activity. However, billing often lags behind. Many logistics companies still rely on fixed-rate

      • Zoho sheet for desktop

        Hi is zoho sheets available for desktop version for windows

      • Tags for New Tickets

        Hi there, When creating a new ticket, there is currently no way to choose a tag you would like to associate with the new ticket. Being able to associate a tag while creating a new ticket will be very beneficial as it will save time and flow well with

      • Zoho Desk: No Incoming email

        Is Zoho Desk services down? No incoming email reflect to desk tickets.

      • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

        Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

      • Zoho CRM - Widgets | Update #3 : Introducing SDK V1.5 along with new ZDK Methods and ZRC Support

        Hello everyone! Widgets in Zoho CRM just got a big upgrade! With the release of SDK v1.5, developers can now create more immersive widget experiences. This update elevates Widget development with new ZDK methods for easier interactivity and ZRC support

      • Unusual activity detected, account blocked

        I am unable to send emails and am getting the error "Outgoing blocked: Unusual activity detected. To unblock your account, please and submit a request. Learn more.". I am unsure as to why this is happening since all my activity is legitimate, mainly confirmation

      • Unable to Send Emails – Outgoing Mail Blocked (Error 554 5.1.8)

        Description: Hello Zoho Support Team, I am facing an issue with my Zoho Mail account ( admin@osamarahmani.tech ). Whenever I try to send an email, I get the following error: 554 5.1.8 Email Outgoing Blocked I would like to clarify that I have not done

      • Issue connecting Zoho Mail to Thunderbird (IMAP/SMTP authentication error)

        Dear Zoho Support, I am trying to configure my Zoho Mail account on Thunderbird, but I keep getting authentication errors. Account: info@baktradingtn.com Domain: baktradingtn.com Settings used: IMAP: imap.zoho.com, Port 993, SSL/TLS, Normal Password SMTP:

      • Payment issue with Mail Lite plan – personal NIF not accepted as payment info

        Hello, I have already contacted Zoho Support by email regarding this, but since I haven’t received any reply yet, I’m sharing it here as well to see if the community can help. I’m facing a payment issue for my Mail Lite plan. I have a personal account

      • Customer payment alerts in Zoho Cliq

        For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,

      • Figma in Zoho Creator

        Hi Team, I’m creating a form using Figma and would like to know how to add workflows like scheduling, custom validation, and other logic to it. Can anyone help me understand how to set this up for a Figma-based Creator UI form?

      • How to Delete Personal Account Linked with My Mobile Number in past or by someone else

        How to Delete Account Created with My Mobile Number in past or by someone else This is creating issues in making or sync with my credentials mobile and email address..

      • Restore lost Invoice!

        Some time ago I tried to Upgrade from Invoice to Books. I not upgraded and staid n Invoice. Now i tried again and first i deleted the old trial of books. But now all is gone, PLEASE HELP!! i have no backup and i have to have at least 7 years data retention by law. 

      • Zoho Desk Down

        Not loading

      • Has anyone integrated SMS well for Zoho Desk?

        Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk. We then need to be able to reply back from Zoho desk which sends the user an sms message. This seems like a fairly common thing

      • lookup and integrated forms

        I might be misunderstanding things but I wanted to integrate our zoho crm contacts into creator. I imagined that when I used the integration it would mirror into creator. It did brilliant. BUT We have a ticket form in creator that we want to use a lookup

      • Zoho Expense and Chase Bank Visa credit cards - Direct Feed?

        Our company uses JP Morgan Chase Visa credit cards. We can't be the first to try and use a combination of Zoho Expense + Chase Bank + Visa Credit Cards --- anyone successful with this combination? 1. The direct feed automation isn't working. When I go

      • Partially receive PO without partial Bill?

        Most of our inventory is pre-paid. Let's say we purchase 30 pieces of 3 different items for a total of 90 pieces. It is common for our supplier to send us the items as they are ready. So we will receive 30 pieces at a time. How can I partially receive

      • 2 users editing the same record - loose changes

        Hello, I'm very new to Zoho so apology if this has been addressed somewhere i can't find. I have noticed the following: If we have 2 users put an inventory item in edit mode at the same time: say user1 click on edit and user2 while user1 is still in edit,

      • How to get the Dashboard page to be the first page when you open the app

        So when it opens on a tablet or phone it opens on the welcome page, thanks.

      • How I set default email addresses for Sales Orders and Invoices

        I have customers that have different departments that handle Sales Orders and Invoices. How can i set a default email for Sales Orders that's different than the default email for Invoices? Is there a way I can automate this using the Contact Persons Departments

      • Formula fields not refreshing until page is reloaded

        I need help/advice about the formula fields and how I can refresh the information in real-time. We have two formula fields on our deals page which show calculated prices: One formula is in a subform which calculates the subform total + 1 other field amount

      • How can I setup Zoho MCP with Chat GPT

        I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?

      • API ZOHO CRM Picket list with wrong values

        I am using Zoho API v.8. with python to create records in a custom module named "Veranstaltung" in this custom module I've got a picket list called "Email_Template" with 28 Values. I've added 8 new values yesterday, but if I try to use on of those values

      • Group Emails

        I have synced Zoho CRM to Campaigns but there are certain email not synced. showing it is Group Emails, but this email ids belongs to different individuals. please provide a solution as i nedd to sync the same.

      • Enable Password Import option in ulaa browser

        Dear Ulaa Team, I noticed that the Ulaa Password Manager currently offers an option to export passwords, but not to import them. This limitation poses a challenge for users like me who have stored numerous credentials in browsers like Chrome. Manually

      • Next Page