What's New in Zoho Invoice | August - October 2024

What's New in Zoho Invoice | August - October 2024

Hello everyone!

We're excited to bring you the latest set of features and enhancements made to Zoho Invoice from August to October. 

In this, you'll learn more about the following features:
Unveiling South Africa Edition of Zoho Invoice

We're excited to unveil our latest edition of Zoho Invoice, packed with new features and enhancements tailored to meet your invoicing needs where we've introduced features like VAT, HSN codes. You can also add items as capital assets and apply domestic reverse charge to transactions. If you are an existing customer, you can easily migrate from the Global edition to the South Africa edition using our Edition Migration Tool. 



Introducing Zoho Payments for Zoho Invoice [US & India Edition] 

NotesZoho Payments is available in India and on early access in the US.
Zoho Payments, our unified online payment solution, can be configured in Zoho Invoice to collect payments seamlessly from your customers. You can collect payments securely using multiple payment methods such as cards and net banking. You can get payouts daily, ensuring smoother transactions for your business and customers. Learn more here


Income TDS Settings under Direct Taxes [India Edition]  
Zoho Invoice now allows you to select your income TDS preferences such as applying TDS at the line item or transaction level in Direct Taxes under Settings. You can also view and manage your organization's income TDS rates.  Additionally, you can also view the number of associated transactions in View Associated Entities by clicking the dropdown next to the Income TDS rate.

Here's how to select your income TDS preferences:
  • Go to Settings > Direct Taxes > Income TDS Settings. 
  • Select At Transaction Level or At Line Item Level under Apply TDS. 
  • Click Save.


Associate an Applicable Period for TDS Rates [India Edition]
Zoho Invoice now allows you to set a Start Date and an End Date for the existing TDS rates. Since the Income Tax Department of India regularly updates TDS rates, this will help you update them as mandated by the Government. Once the applicable period expires, you won't be able to associate that TDS rate in transactions. Instead, you can create a new TDS rate with the new applicable period. 

Here's how to associate an applicable period for TDS rates:
  • Go to Settings > Direct Taxes > Income TDS Rates. 
  • Click + New TDS Tax. 
  • Select the Start Date and End Date under Applicable Period. 
  • Click Save.


Assign Company ID to Customers [Global Edition]
We've introduced the Company ID field in the Customer module. Here, you can enter a company’s unique identification number when creating a new customer. This can be helpful in countries like France where businesses or organizations are identified by a unique 9-digit number SIREN. You can add the SIREN number as a Company ID when you create a customer with a SIREN ID. You have to customize the Billing Address Format in the PDF template for the company ID to appear in the transactions such as invoices, quotes, and sales receipts.

Here's how:
  • Go to Settings > PDF Templates > Invoices. 
  • Select a template and click Edit. In Transaction Details, click Billing Address Format under Customer Details. 
  • Click Configure. 
  • Click the dropdown next to Insert Placeholders and select Company ID.


Enhanced Keyboard Navigation for Accessibility  
We've added a new Navigate To feature in Zoho Invoice to enhance navigation for users relying on the keyboard or other assistive technologies for navigation and accessibility.

This feature allows users to jump to the main content, left sidebar, and top bar of the page directly. For example, if you want to navigate to the Total Receivables section in the Dashboard of your Zoho Invoice organization, you can select Main Content from the Navigate To dropdown and skip navigating all through the headers and sidebar.

You can activate this feature using the shortcut (Option/Alt + 0) and navigate using the tab and Enter key.


Bulk Export Invoices as ZIP  
You can now export multiple invoices as individual PDF files within a single ZIP file. You can export up to 50 invoices in each ZIP file if there's at least one invoice that is generated using custom templates. You can export up to 100 invoices in each ZIP file if the invoices are not generated using custom templates. 

Here's how to bulk export invoices as ZIP: 
  • Go to Invoices and select the invoices that you want to export. 
  • Click the ZIP icon at the top.

Other Enhancements
  • We've added a new format to the currency where apostrophe is used as a thousands separator and the dot is used as a decimal separator. This format is commonly used in Switzerland as a thousands and decimal separator. You can apply this while editing the base currency in the Format field.
  • We've added a new 'Filter' field in the Advanced Search feature. You can now perform advanced search by applying the filter based on both default and custom filters.

We regularly update our mobile and windows apps, so visit the App Store, Google Play, or Microsoft Store to ensure you're using the latest version.

That's all for our latest product updates! We hope the latest enhancements are beneficial for your business. You can also visit the What's New timeline for byte-sized information about all our feature updates and enhancements.

We'd love to know what you think of the latest features! Let us know in the comments below. If you require any assistance or need clarifications, feel free to write to us at support@zohoinvoice.com, we'd be happy to help!

Best regards,
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

        • Zoho Flow to Creator 3001 Respoonse

          I have updated my Flows with the new V2 connection to Zoho Creator, but now some Flows do not work. They take in data from a Webhook and are supposed to create a record in Creator, however creator returns a 3001 message along with a failure, but I cannot

        • File Upload to Work Drive While Adding Records in Zoho Creator Application

          Hi I am trying to set a file attachment field in zoho creator form, to enable the user to upload a scanned document from their local pc. The file should be uploaded to zoho workdrive and not to the default zoho creator storage. The file link should be

        • Why not possible to generate?

          Using this https://desk.zoho.com/DeskAPIDocument#TicketCount#TicketCount_Getticketcountbyfield on my ZML script url :"https://desk.zoho.com/api/v1/ticketsCountByFieldValues?departmentId=XXXXXXXXXXX&accountId!=XXXXXXXXX&customField1=cf_country_1:XXXXXX&field=overDue"

        • email

          Hi My crm email is not working, can you check, I have zoho one account.

        • Need option to see Mass Emails & Cadences in Gmail Outbox OR a dedicated Zoho Outbox

          Hi everyone, Right now, when we send 1:1 emails from gmail (with gmail API connected to Zoho CRM), those emails appear both in gmail's sent folder and in Zoho CRM. That works well. But when we send Mass Emails or Cadence emails form Zoho CRM, they are

        • I can't found API for Sales Receipts

          Hello May you please help me to find an API document for Sales Receipts to get data and retrive a custom fields like Invoice and credit notes Regards

        • Kaizen #205 - Answering Your Questions | Managing Picklists and Enabling History Tracking via Zoho CRM APIs

          Hello everyone! Welcome back to another post in our Kaizen series. In this post, we will look at how you can manage picklist fields in Zoho CRM using APIs. This topic was raised as feedback to Kaizen #200, so we are taking it up here with more details.

        • Multiple Vendor SKUs

          One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for

        • Internally created tickets

          Hi there When tickets are created internally on-behalf of customers - there is nothing to show that the ticket was created by an internal agent. This means, that it's easy for our agents to confuse tickets which were created by internal team members and

        • Automatically change website passwords

          Hi everyone, We just switched to a Professional package to also use the "Automatically change website passwords" function. But I cannot find anything about it, how to use it, anywhere. Does anyone know how I can use this function? Best, Caspar

        • Change Invoice Prices for an Effective Date

          Hi, It would be a really good feature to be able to change the prices on invoices/recurring invoices from an effective date in the event of price increases. For instance, I am in the process of increasing prices that will be effective from a specific

        • "Other Current Asset" accounts as "Paid Through" accounts in Expense

          It would be incredibly useful to be able to assign accounts of type Other Current Asset as Paid Through accounts in Expense. Currently, Other Current Liability are permitted as Paid Through Accounts. This makes sense, as Credit Cards are current liabilities.

        • Multi column open text questions that allows respondents to add rows for additional information

          I need to create a question that has 2 columns with open text, but I also need to allow respondents to click a "+" button, or something similar, so that they can add additional information if they choose to. I've tried using the Multiple Textboxes type

        • Bot Filtering & Apple Mail Privacy Protection Compliance in Zoho Campaigns

          Dear Campaigns Users, The wait is over! We’re excited to announce that the enhanced bot filtering feature is now live in Zoho Campaigns. This update brings greater accuracy to your email campaign reports by distinguishing real user engagement from automated

        • Découvrons les détails qui simplifient vos journées de travail avec Trident

          Nous nous installons dans des routines efficaces et rodées avec le temps. Chaque matin, nous ouvrons nos e-mails, passons aux messages, consultons notre agenda, puis attaquons nos tâches. Ce processus nous semble maîtrisé, mais est-il réellement optimisé

        • Issue with Purchase Rate Showing as “0” After Importing Items List

          Dear Zoho Books Support Team, Good day. I’m reaching out regarding an issue I’m facing while importing my items list into Zoho Books. Despite mapping all fields correctly and including the purchase price for each product in my Excel file, the Purchase

        • API for Task Entity in Zoho Books

          I’m working on automating task creation in Zoho Books via a custom button in the Bills Module. The goal is to create a task in the Tasks Module and assign it to the Finance Team, so they can track progress efficiently. While reviewing Zoho Books documentation,

        • create invoice in zoho books from the zoho forms

          Is there a native way to have create invoice in zoho books, when zoho form is completed?

        • Email undelivered

          GOod Day I am always receiving an uncategorized-bounce to my email. I am not sure why this is happening.

        • Add inventory_valuation_method to items endpooints

          To ensure consistent item creation it would be helpful to have the inventory_valuation_method (FIFO vs WAC) be able to be set at item creation or as an update (consistent with current behavior where it is not allowed for items with existing transactions)

        • Use Zoho to send sales receipts for Gocardless transactions

          I've been using gocardless for years and have d/d mandates set up on there. Each week we get bulk payments from customer d/d's. However, we need to send sales receipts to these customers. So I know I can sync mandates into Zoho, and then I can set up

        • Zoho - Gocardless sales receipts

          I've been using gocardless for years and have d/d mandates set up on there. Each week we get bulk payments from customer d/d's. However, we need to send sales receipts to these customers. So I know I can sync mandates into Zoho, and then I can set up

        • Introducing Rollup summary in Zoho CRM

          ------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update that

        • Introducing Connected Workflows in Zoho CRM for Everyone : Free Your Teams to Focus on What Matters

          Hello Everyone, We’re thrilled to introduce the next big evolution in Zoho CRM for Everyone -- Connected Workflows. This new feature builds on our commitment to deliver a CRM that’s truly inclusive, adaptable, and designed for consistent collaboration

        • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

          Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to

        • Cooling-off Period Just Got Better: More Coverage, More Control

          We’ve enhanced the Cooling-off Period feature in Zoho Recruit to give you more control over repeat applications and referrals. This helps you maintain a cleaner, more efficient recruitment pipeline. With this enhancement, you can: Prevent duplicate candidate

        • Revenue Management: #7 Revenue Recongition in Construction & Real Estate Industry

          If you are in the construction or real estate business, you are used to long project timelines and progressive invoicing to keep up with your billing. But when does revenue get recognized? Will it happen when the contract gets signed? At different milestones

        • TikTok (and other social platform) Messages and comments of the past

          When I link a social channel, Zoho will show in "Inbox", "Messages" and "Contact" sections the interaction done in the past? (comment, messages...)

        • Email Integration - Zoho CRM - OAuth and IMAP

          Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have

        • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

          How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

        • Restrict Employee mail deletion

          Dear Zoho, Is there a way where i can restrict my employees to delete any mails from their account

        • 554 5.1.8 Email Outgoing Blocked.

          Hi guys, I just singed up for mateusz.nowicki@zoho.com mail and I can't send any mails.. Why? Everytime I try to send something I got error like the one in the screenshot. Please, help me.

        • Zoho IP blocked by SpamHaus

          ERROR CODE :550 - 5.7.0 Your server IP address is in the SpamHaus SBL-XBL database, bye

        • File Upload in Creator's Subfrom

          Hello Sir/Madam, Here is a Problem......... Scenario: In CRM One Custom Module (Payments) have one File Upload Field now we have to Upload that File into Creator's Custom Form (Documents) have one Subform (Documents) in Document Upload Field using Deluge

        • Error AS101 when adding new email alias

          Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

        • Trigger workflow base on email clic

          Searching the help and forum, I see that there were workflow trigger rules based on email. But now, I can't find this type of trigger when I create a custom workflow. What I'm looking for would be to automate the sending of an email for a new prospect,

        • Bigin Form Acknowledgement

          How to troubleshoot and find out why form acknowledgement is not sending emails after form submission?

        • Option to Customize Career Site URL Without “/jobs/Careers”

          Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to

        • Zoho Mail POP & IMAP Server Details

          Hello all! We have been receiving a number of requests regarding the errors while configuring or using Zoho Mail account in POP/ IMAP clients. The server details vary based on your account type and the Datacenter in which your account is setup. Ensure

        • Ever since the new Android App udpates notifications are not working

          notifications are not working for the app is its closed I followed the tutuorial to the notificaction fixed and everythig seems to be right but notifications are not workig

        • Next Page