Charting the 2025 Voyage: Zoho Invoice's Year in Review

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. Join us as we look back at the milestones that shaped our journey this year.


Launching the Singapore Edition 

This year, we launched the Singapore Edition of Zoho Invoice, tailored to meet local tax and compliance needs. Businesses can now:
  1. Create IRAS-compliant GST invoices.
  2. Apply withholding tax and TDS.
  3. Generate detailed tax reports.
  4. Accept payments via PayNow through Stripe, enabling customers to pay in SGD by scanning a QR code using supported banking apps.
With this launch, Zoho Invoice enables faster, compliant, and more convenient invoicing for Singapore businesses.



As we wrap up the year, we’re excited to share the enhancements that made your invoicing faster and more efficient.

Scan Items in Invoices

Quickly scan items directly into line items, and if an item is scanned multiple times, its quantity updates automatically. 

Share Invoices through WhatsApp

You can now send invoice details to your customers directly from the Invoices module using your personal WhatsApp account. This keeps communication personal, direct, and hassle-free.

Apply Available Credits From Credit Notes

Managing credits is now simpler. Zoho Invoice lets you apply available credits to invoices right from credit notes. Use the Apply to Invoices button in the credit note details page to apply partial or full credits to the selected invoices.

This year, we gave you more control over your PDF templates to make your documents look exactly the way you want.

Page Number Customization

We’ve enhanced page number options in your PDFs. You can now choose from three formats: Numeric, Page X / Y, or Page X of Y. Need a custom format? Select Custom and use placeholders like ${CurrentPageNumber} and ${TotalPages}. You can also adjust the page number position to Right, Left, or Center for the perfect layout.

Mark PDF Templates As Active or Inactive

Instead of deleting PDF templates you don’t often use, you can now mark them as Inactive. Inactive templates won’t be associated with any modules, but you can reactivate them whenever needed.

Customize PDF File Names

You can now customize file names using supported placeholders or your own prefixes and suffixes. You can also choose from predefined naming templates, making file management easier.

We rolled out tax-related enhancements to help you stay compliant across regions and simplify tax setup.

Income TCS Settings under Direct Taxes [India Edition]

Zoho Invoice now lets you create, edit, and view TCS rates under Direct Taxes in Settings. You can also see the number of associated transactions by clicking the View Associated Entities dropdown next to each Income TCS rate.

GST 2.0 Rate Rationalization [India Edition]

To help smooth the transition to GST 2.0, we added in-app support for updating GST rates based on HSN/SAC codes. A dashboard banner shows a preview of the changes before migration, and you can download updated data in XLSX format for reference.

Bulk Validate HSN/SAC Codes [India Edition]

To simplify GST compliance, you can now correct invalid HSN/SAC codes for the current return period or a selected date range via HSN Summary of GSTR-1. The new HSN/SAC Update History section in the GST Filing dashboard helps you track validations and updated transactions.

Create Local Taxes [Mexico Edition]

You can now create taxes governed by State and Municipal authorities, separate from the Federal SAT. These local taxes can be applied as transfer (Taxes) or retention (TDS), depending on your transaction needs.

This year, we enhanced Settings to help you manage security, customer access, and communication more effectively.

Multi-Factor Authentication (MFA) in the Customer Portal

We enhanced the security of your customers’ accounts by introducing MFA in the Customer Portal. Admins of organizations can now make MFA mandatory, requiring customers to use a Time-Based One-Time Password (TOTP) in addition to their login credentials. This adds an extra layer of protection while keeping login simple and secure.

Sales Receipt Support in the Customer Portal

Your customers can now view and manage Sales Receipts directly in the Customer Portal. They can also forward, download, view attachments, print, and bulk download PDFs.

Send Payment Receipt PDFs Along With Payment Thank-You Emails

After completing an online payment, your customers will now receive payment receipt PDFs in the thank-you email, giving instant confirmation and reducing manual follow-ups.

We made improvements in reports to help you analyze data more effectively with clearer summaries, better exports, and enhanced view options.

Enhanced Export Preferences

Exporting reports just got better! You can now name exported files, display column headers on each page, and organize data across pages based on the Group By field for better readability.

Organization Logo in Reports

Add your organization’s logo to PDF exports and prints. Place it in the header or use the watermark option, adjusting its position, size, and intensity to give your reports a professional touch.

New Summary View in Reports

We added a summary view for Receivables reports. When grouping is applied, you can now see the total value of each group without showing individual transactions, making it easier to get a quick overview.

We introduced various other improvements across Zoho Invoice to make your day-to-day workflows smoother and more intuitive.

Leave Organization

You can now leave an organization from the Manage Organizations page. Admins who have enabled any integrations in the organization will need to disable them before leaving. 

Pin Columns in List Pages

Keep important data in sight! You can now pin up to 2 columns on list pages which have more than 8 columns for smooth horizontal scrolling.

New Language Support: Filipino and Bahasa Melayu

Zoho Invoice now supports Filipino and Bahasa Melayu. Update your language preferences under Settings > Organization Profile, with changes reflecting in the Customer Portal as well.

Custom Views for Sales Receipts

You can now create custom views for the Sales Receipts module by selecting which columns to display, making it easier to track and manage your data.

  1. Out-of-scope and Non-GST Supply tax options are now supported in the India edition.
  2. Tax Override is now available on the edit pages of invoices, recurring invoices, and credit notes.
  3. Items, delivery challans, and credit notes have been updated with a cleaner design and improved functionality.

  1. Our app is fully optimized for iOS 26, with a refreshed interface featuring liquid glass effects, rounded corners, floating tab bars, and more.
  2. Generate invoices using voice commands.
  3. Easily add items by scanning barcodes.
  4. Collect payments with Tap to Pay by integrating Stripe in Singapore.

  1. Detect invoice details automatically from screenshots.
  2. Share invoices as cards instead of plain links when sending via WhatsApp.
  3. Collect payments with Tap to Pay by integrating Stripe in Singapore.


1. Communication is essential in today's business world and Zoho Invoice has been a valuable asset in helping my sole proprietorship on that front. Once set up, it's really quick to create estimates, send invoices, and share statement summaries with my customers for review, improving efficiency.
— Derrik
    General Contractor, Derrik Reno's

2. Zoho Invoice has been a valuable addition to our business operations. It simplifies our invoicing process, enables efficient project-wise payment tracking, and provides clear financial visibility. Overall, it has proven to be a reliable and efficient solution for our invoicing needs.
— Vinodh Jeevanantham
    Founder, Incroft Solutions

3. I like how intuitive and scalable Zoho Invoice is for entry level small businesses and their customer service has been very responsive whenever I needed help. It's not AI driven, but real people answering my questions quickly!
— David Anderson
    Owner, Cobco Cabinets LLC




Celebrating MSMEs: Our #WallOfInspiration Campaign

To celebrate MSME Day, we rolled out the #WallOfInspiration campaign with Zoho Invoice, creating a space for businesses to share their lessons, affirmations, and defining moments from their journey. The campaign brought together voices from across the MSME community, sparking inspiration, shared learning, and meaningful conversations. A big thank you to everyone who participated and made this initiative truly impactful!


2025 was a year of expansion, refinement, and resilience, and this voyage is far from over. As we step into the new year, we remain committed to building tools that help small businesses stay compliant, get paid faster, and grow with confidence.

Thank you for being part of the Zoho Invoice voyage. We look forward to continuing this journey with you in the year ahead. Happy New Year!


      • Sticky Posts

      • 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.

        • Recent Topics

        • Zoho Browser??

          hai guys, this sounds awkward but can v get a ZOHO BROWSER same as zoho writer, etc. where i can browse websites @ home and continue browsing the same websites @ my office, as v have the option in Firefox, once i save and close the browser and again when i open it i will be getting the same sites. If u people r not clear with my explanation, plz let me know. Thanks, Sandeep  

        • Task/Activity indicator in SalesPipeline overview has disappeared

          I Just logged in my ZOHO CRM first 2026 checking my salespipeline overview , Every record card used to show an indication that there was an open task (Yellow if the expiry date was close, red if the expiry date was today and grey when it had expired).

        • SMS to customers from within Bigin

          Hi All, Is there anyone else crying out for Bigin SMS capability to send an SMS to customers directly from the Bigin interface? We have inbuilt telephony already with call recordings which works well. What's lacking is the ability to send and receive

        • No OR Filter for Views with a Related Modules Criteria

          We would like to create a Deal View where the User can see all their deals. For that, we would need an OR to connect the criteria. One of the Fields is a "multiselect User", these (Related Modules Criteria) can only be Filter with an AND. Even between

        • Admins cannot see each others' Scheduled Reports?!

          Very frustrating that as an admin I cannot see what my reports my fellow admins have created and scheduled.  After asking about this on the help chat, I was told the issue is trust and security.  By giving someone Admin status, it means we trust them with those responsibilities. Please change this, it is not a good process to have to bother other users to change a report or change users within a report.

        • Automatically CC an address using Zoho CRM Email Templates

          Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our

        • Writer update results in BitDefender blocking it as malware

          After updating Writer to latest update, Bitdefender blocked the app and writer no longer runs.

        • Is there a way to invoke deluge function from within a widget?

          Hi! I have custom functions in deluge and I was wondering whether there is any way to call this function through a widget? Something like on click of a button inside a widget, run the deluge custom function. Would this be possible?

        • Missing Import Options

          Hello, do I miss something or is there no space import option inside of this application? In ClickUp, you can import from every common application. We don't want to go through every page and export them one by one. That wastes time. We want to centralize

        • Zoho CRM Portal Field Level Permission Issue

          Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for

        • Why am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?

          I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? Thanks

        • Zoho Tables is now live in Australia & New Zealand!

          Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables

        • Custom Fonts in Zoho CRM Template Builder

          Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

        • Introducing the Zoho Projects Learning Space

          Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,

        • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

          The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update

        • Create PO from an invoice

          We are a hardware and software sales company which receives orders over the internet. We drop ship most of our products from a warehouse outside of our company. Our orders get sync'd into Zoho from our store via onesaas as invoices. It would be great

        • Import Function: ONLY update empty fields

          When setting up an import from a spreadsheet to CRM, there is a checkbox "Don't update empty values for existing contacts" (see screenshot below). While I see some limited benefit from this functionality, I think there should also be an "ONLY update empty

        • Collaboration with customers made easy with Zoom Meeting and Zoho Desk integration

          Hello everyone! We are happy to announce that you can now integrate your Zoho Desk account with Zoom Meeting. The integration bridges the gap between digital communication and human connection, empowering teams to deliver timely support when it matters

        • CRM Canvas - Upload Attachments

          I am in the process of changing my screens to Canvas.  On one screen, I have tabs with related lists, one of which is attachments.  There doesn't appear to be a way to upload documents though.  Am I missing something really obvious?  Does anyone have

        • TrueSync regularly filling up my local disk

          Seems that WorkDrive's TrueSync randomly starts filling up my local hard drive space. None of the folders have been set as "Make Offline" but still it seems to randomly start making file offline. The settings of the app is so minimal and is of no real

        • Kaizen #194 : Trigger Client Script via Custom buttons

          Hello everyone! Welcome back to another interesting and useful Kaizen post. We know that Client Scripts can be triggered with Canvas buttons and we discussed this with a use case in Kaizen#180. Today, let us discuss how to trigger Client Script when a

        • [Webinar] A recap of Zoho Writer in 2025

          Hi Zoho Writer users, We're excited to announce Zoho Writer's webinar for January 2026: A recap of Zoho Writer in 2025. This webinar will provide a recap of the features and enhancements we added in 2025 to enhance your productivity. Choose your preferred

        • Picklist field shows "none" as default

          Hello, Is there an option to avoid showing "none" as the default value in a picklist field? I also don't want to see any option displayed. My expectation is to have a blank bar, and then when I display the drop-down list, I can choose whichever I wa

        • Stage-probability mapping feature in custom module

          Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?

        • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

          Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

        • Field Description is very small

          Hello, The field Description in the activity is very small. Why don't try open a new window, or a bigger popup, or increase the width of the "popup". Example:

        • StatusIQ

          Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten

        • In Zoho People, the Operations buttons are frequently not visible or do not appear consistently.

          In Zoho People, the Operations buttons are frequently not visible or do not appear consistently. We request you to please investigate and address this issue, as it is affecting daily HR operations and user access.

        • Marketing Tip #14: Increase cart value with product bundles

          Bundling products is a great way to increase average order value while giving customers more convenience. Think “camera + tripod + memory card” or “soap + lotion + bath salts.” Bundles make shopping easier and feel like a better deal. It’s a win-win for

        • Problem with Workdrive folders

          I'm having a problem a problem accessing files in a Zoho work drive folder when using the Zoho writer app. The problem folder appears grayed out in the Zoho work drive window in both the online and writer application. However I can open the folder in

        • Sortie de Zoho TABLE ??

          Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??

        • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

          Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site

        • Auto tracking URL generation based on Carrier

          Hi, While creating a shipment order for a package in Zoho Books, I have a requirement that for example, if the carrier is Delhivery and tracking number is 1234, then can automatically the tracking link/URL be generated as www.delhivery.com/1234. Similary,

        • Helper Functions and DRY principle

          Hello everyone, I believe Deluge should be able to use 'Helper functions' inside the main function. I know I can create different standalones, but this is not helpful and confusing. I don't want 10000 different standalones, and I dont want to have to

        • 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

        • Customer ticket creation via Microsoft Teams

          Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within

        • Zoho Books' 2025 Wrapped

          Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear

        • Can multiple agents be assigned to one ticket on purpose?

          Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently

        • Zoho removed ability to see all Scheduled Reports!

          If you are not the owner of a scheduled report, Zoho recently removed the capability to see each scheduled report. As an admin who relies on seeing all scheduled reports being sent, this is a terrible update. Now I cannot see ANY scheduled reports...even the ones I am being sent!!  This should be a setting for admins to control.  This is a bad update.

        • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

          Hi Team, when I,m trying to create a email account (imagixmidia.com.br) it's showing this error >>  This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details plz help me  thanks

        • Next Page