Zoho Books | Product updates | September 2025

Zoho Books | Product updates | September 2025

Hello users,

We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience.

Integrate Zoho Books with EmaraTax for Seamless VAT Filing [UAE Edition & US DC]

Zoho Books now integrates with EmaraTax, the UAE Federal Tax Authority’s official VAT filing portal, allowing businesses to file VAT returns directly from within Zoho Books.

Introducing the Self-Employment Summary Report [UK Edition]

We have introduced the Self-Employment Summary Report for sole traders to simplify self-assessment filing. The report helps organize business income and expenses, providing details needed to complete SA103F or SA103S forms for HMRC. By default, the SA103F format is shown with a drill-down summary of accounts, and it calculates business income, expenses, and net profit or loss. 



Introducing PayNow Payment Method 

We now support PayNow as a payment method via Stripe integration. PayNow is a Singapore-based payment option that lets your customers pay in SGD by scanning a QR code through supported banks and non-bank financial institutions.

Notes
Note: This payment method is not supported in the India edition of Zoho Books.

Apply Journal Credits to Invoices and Bills in Other Locations

You can now apply the journal credits that you create for a customer to the invoices and bills of the customer in other locations of your organization. 

Introducing the Inventory Adjustment Summary and Inventory Adjustment Details Reports

We have introduced the Inventory Adjustment Summary Report and Inventory Adjustment Details Report to provide better insights into inventory adjustments. Both reports support customizable columns, advanced filters, multilevel grouping, custom reports, and scheduling.



Zoho Inventory Add-On Updates

Set Up Workflow Automation for Packages and Shipments

We now support workflow automation for packages and shipments. You can define execution criteria and configure workflow actions such as email alerts, custom functions, in-app notifications, webhooks, and field updates.



Skip Carrier Email Notifications for Shipments

You now have the option to choose whether shipping carriers send email notifications to your customers. By enabling the Skip Email From Carrier option on the shipment creation page, your preference is saved and automatically applied to all future shipments.

Introducing the Picklist Summary Report and Picklist Details Report

We have introduced the Picklist Summary Report and Picklist Details Report to provide clear insights into picklist data. The Summary Report gives a comprehensive overview of all picklists within a selected date range, while the Details Report offers item-level information. Both reports support customizable Show/Hide Columns, advanced filtering, multi-level grouping, export options, and scheduling for easier analysis and reporting.

Enhancements to Packages, Shipments and Picklists

  • Zoho Books now lets you enter the e-Way Bill Number when creating shipments with Delhivery.

  • You can now create Custom Buttons, Custom Links, and Related Lists for Packages, Shipments, and Picklists.

  • You can also create custom fields with Lookup and Attachment data types for packages and shipments.

  • You can customize the layout of packages and shipments by creating custom PDF templates.

  • You can also create custom views for shipments.


Other Feature Enhancements

  • We now support Dimensions and Weight columns in the Items List View page.

  • You can now customize email templates for online vendor payments.

  • We now support In-Transit status for purchase orders in the list and details views.

  • We also support WhatsApp notifications for purchase orders.



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

      • Syncing calendar with Google Calendar doesn't work when events are sent to auto repeat

        Hi... The ZOHO CRM -- GOOGLE CALENDAR sync is broken. If I create a single event on either side, sync works, but if I create an event with auto repeat on either side it doesn't work. Furthermore, events created before the sync don't show up in the calendar.

      • Invoice status on write-off is "Paid" - how do I change this to "Written off"

        HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way

      • Zoho Books - France

        L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

      • Creating meetings from an email

        Hi. Similar to Outlook, it would be helpful if a meeting can be scheduled from an email so that the attendees need not be manually entered every time it's created.

      • Please, make writer into a content creation tool

        I'm tired of relying on Google Docs. I'm actually considering moving to ClickUp, but if Writer were a good content creation tool instead of just a word processor, I would finally be able to move all my development within the Zoho ecosystem, rather than

      • ZohoSalesIQ.Chat cannot send messages

        Chat cannot send messages. Our app implements the customer service chat window functionality by integrating the Mobilisten SDK. Recently, we encountered an issue: after successful SDK initialization and visitor registration, when the `startWithQuestion`

      • Missed chats on WhatsApp closing after one minute

        Hi, we have added WhatsApp as a channel. However, if a chat is not picked up within 2mins, the chat is marked as missed and is closed within a minute. Why are they not staying in our "missed" queue for 24 hours as per our WhatsApp preference settings?

      • Feature Request: Add Tax ID Display on Event Tickets

        Hello Backstage Team, I’ve had several clients bring up an issue regarding tax compliance when creating events. For tax purposes, they are required to show their Tax ID on the event tickets. Currently, this isn’t an option, so they have to manually generate

      • Release Notes | January 2026

        We have rolled out a set of powerful new enhancements across Zoho Vertical Studio that bring several long-awaited capabilities to your applications. These updates focus on deeper customization, smarter automation, better reporting, and improved usability

      • Email Alias: To keep emails flowing without disruption

        Email Alias acts like a nickname for a user’s primary email address, allowing multiple email addresses to deliver messages into the same mailbox. Consider the scenario where an employee manages multiple responsibilities, such as responding to sales inquiries,

      • Zoho Sites - General Feedback

        Hi Everyone-- Quick question for discussion: is it me or is working with Zoho Sites like entering the Twilight Zone? I've built many sites over the years, but this platform seems impossible. I've spent an entire day and a half trying to get a simple one-color

      • Archive Option in Conversation View

        Hello, I have a suggestion\request to add an "Archive Thread" button in conversation view of Zoho Mail. The best suggestion I have is to put an "Archive Thread" button next to the "Label Entire Thread" button in conversation view. Most users don't just

      • Collapsing and expanding of lists and paragraphs

        hello Would you ever implement Collapsing and expanding of lists and paragraphs in zoho writer ? Best regards

      • Inventory "Bulk Actions" button - add more fields to "Bulk Update > Select a field"

        Can we not get a lot more actions that are commonly used by customers into the "More Actions" button on the Inventory list? More fields listed in the Bulk Update > Select A Field? Possible Bulk update Fields Preferred Supplier ( to quickly move items

      • Bulk upload image option in Zoho Commerce

        I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enter

      • Function #11: Apply unused credits automatically to invoices

        Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.

      • Tip #60- Exploring Technician Console: Screen Resolution- 'Insider Insights'

        Hello Zoho Assist Community! Have you ever started a remote session and felt the screen quality wasn’t sharp enough for detailed work? A new user recently explored Zoho Assist after installing the trial version and running a few initial tests. While the

      • Right Moment, Right Message, Right Operator: Never Miss a High-Intent Lead

        Ever been on a website or app, thinking “Should I buy this or not?” and suddenly a friendly message “Hi! How can I help you?” pops up at the perfect moment? That’s not luck. That’s timing done right. Engaging right visitors at the right moment, with the

      • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

        Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

      • Zoho CRM Workflow Automation: Activate & Deactivate Workflows Using API

        Zoho has now enabled: ✅ Activate / Deactivate workflows using API ✅ Schedule workflow activation & deactivation This is extremely useful for real-world automation use cases 💡 🧩 My Use Case I created a scheduled automation that: ☀️ Activates workflows

      • {Action Required} Re-authenticate your Google Accounts to Continue Data Sync

        Hello Users! To align with Google’s latest updates on how apps access files in Google Drive, we’ve enhanced our integration to comply with the updated security and privacy standards, ensuring safer and more reliable access to your data. With this update,

      • Function #53: Transaction Level Profitability for Invoices

        Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.

      • Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP

        While working with customers across different industries, we have identified a few functional questions and gaps that commonly arise—especially for project-based and service-oriented businesses. Many organizations, such as those in shipping, construction,

      • [Free Webinar] Zoho RPA - OCR, PDF Automation, & More

        Hello Everyone! Greetings from the Zoho RPA Training Team! We’re excited to invite you to our upcoming webinar on the latest release updates for Zoho RPA, where we’ll unveil powerful new capabilities designed to make your automation journey smarter, faster,

      • Zobot Execution Logs & Run History (Similar to Zoho Flow)

        Dear Zoho SalesIQ Team, We would like to request an enhancement for Zoho SalesIQ Zobot: adding an execution log / run history, similar to what already exists in Zoho Flow. Reference: Zoho Flow In Zoho Flow, every execution is recorded in the History tab,

      • Global Search Settings

        I'd love a way to remove some modules from being included in the global search. This would allow use to provide a better user experience, limiting the global search to only those modules that are regularly used removing any models used for background

      • Card Location in Zobot

        Hello, when using the “Location” card in a codeless builder Zobot, the behavior in WhatsApp is inconsistent. When asking the user to share their location, they can type a message, which will return the message “Sorry, the entered location is invalid.

      • Automation Series: Auto-create Dependent Task on Status Change

        In Zoho Projects, you can automatically create and assign a dependent task when a task’s status is updated. This helps teams stay aligned, ensures reviews happen on time, and reduces manual effort. In this post, we’ll walk through an easy setup using

      • Languages in Zobot

        Hello, I have found a list of supported languages for the Zobot. The information specifies the languages are supported in the following 3 features: SalesIQ supports 34 different languages in the following features. Resources (Articles, FAQs, Small Talks)

      • Composite items inside of composite items; bill of materials needed

        Hi Zoho and Everyone, I am evaluating whether Zoho Inventory will work for my small business. I grow and harvest herbs and spices but also get from wholesalers. I use all these items to make herbal teas, but also sell them as individual items on my Shopify store and Etsy. I discovered the composite item bundling and am wondering if I could get some assistance since there is no bill of materials: Our herbal company's best selling tea is a sleepytime tea. Sleepytime Tea can be purchased in three weights

      • Action required: Reauthorizing your Google account in Zoho Sign for automatic cloud backup to Google Drive

        This is applicable to users who have already configured automatic cloud backup to Google Drive. Hi there! Google has mandated reauthorization of all preconfigured third-party integrations to ensure only the necessary scopes are shared as an improved security

      • Zoho CRM Layouts

        I have customised all our modules, Leads, Contacts and deals, and within them, I have created lots of different layouts depending on the type of Lead or contact, for example. Since the new Zoho UI came out, they have all disappeared. I have gone into

      • Streamlining E-commerce Photography with AI Background Tools

        Hey Zoho Community, I’ve been messing around with ways to make product images less of a headache for fashion brands on Zoho Commerce. You know how boring generic backdrops can get, and how much time traditional photoshoots eat up, right? I tried out this

      • WhatsApp IM in Zoho Desk always routes to Admin instead of assigned agent

        Hello Zoho Experts, I connected WhatsApp IM to my Zoho Desk account. I only assigned my Customer Service (CS) agent to the WhatsApp channel, and I did NOT include Admin in this channel. However, every new WhatsApp conversation automatically gets assigned

      • hide resolution from help centre

        to my surprise, i just found out that the resolution text is public in the helpcenter, even if 'notify customer' is off. is there a workaround to that? how do others deal with this? How zoho support does this and I don't think its used by Zoho in the first place. the resolution is meant to be private, not public

      • Zoho Analytics + Facebook Ads: Performance Alerts for Active Campaigns

        Is it possible with integration of Zoho Analytics with Facebook Ads and set up alerts or notifications for active campaigns when performance drops? For example, triggering a notification if CTR goes below a defined threshold or if other key metrics (like

      • Multiple upload field CRM

        I desperately need the functionality to add more than one upload field to web to contacts form. How can I do this?

      • Sort by age

        It would be very helpful if there was a way to sort by age in the Age column. Please add this function if possible. Thanks!

      • Lookup Field Option Not Available in Customization

        Hello, I am trying to customize different modules (e.g., Work Orders, Systems, and others), but I am unable to find the Lookup field option in the layout customization. When I go to: Setup → Customization → Modules and Fields → Add Field The Lookup field

      • Scheduled sending of a poll and its results

        Is there a way to schedule sending a poll to all my users and have the results sent separately to the team?

      • Next Page