What's New in Zoho Invoice | January - March 2025

What's New in Zoho Invoice | January - March 2025

Hello everyone!

We're excited to meet you with the latest set of feature updates and enhancements made to Zoho Invoice from January to March 2025. 

In this, you will learn more about the following features:

Leave Organization

We've introduced the option to leave an organization from the Manage Organizations page. If you're an admin and have enabled any integrations in the organization, you'll need to disable them before leaving. However, if you're the admin who created the organization or the only admin, you will need to delete the organization.

Pin Columns in List Pages

You can now pin up to 2 columns to the left of a module's list page if you have more than 8 columns in the list page. The pinned columns stay fixed while scrolling horizontally through the table, making it easier to compare values with other columns while keeping the important columns in sight.

Here's how to pin columns in a list page:
  • Go to any module from the left sidebar.
  • Click the Toggle icon below the Filters dropdown.
  • Select Customize Columns and pin the columns you want.
  • Click Save.

Multi-Factor Authentication (MFA) in the Customer Portal

We’ve enhanced security of your customers' accounts with Multi-Factor Authentication (MFA) in the Customer Portal. MFA adds an extra layer of protection by requiring a Time-Based One-Time Password (TOTP) in addition to the login credentials Admins can enable MFA in the Customer Portal settings, making it mandatory for customers to configure it via an authenticator app. After setup, your customers must enter a TOTP code to log in. Admins can reset MFA if needed.
Notes
Your customers who have set up MFA must still enter the TOTP for logging into the Customer Portal, even if the MFA is disabled by the admins of your organization. If your customers lose access to their authenticator app, they should contact admins of your organization for resetting MFA.

Here's how to enable multi-factor authentication for your customer: 
  • Go to Settings > Customer Portal. 
  • Mark Enable multi-factor authentication (MFA).
  • Click Save.

Income TCS Settings under Direct Taxes

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

Here's how to manage your income TCS rates:
  • Go to Settings > Direct Taxes > Income TCS Settings.
  • Make the required changes.

Page Number Customization

We've introduced new options to customize page numbers in your PDFs. Previously, you could only enable or disable them, but now you can choose from three formats: Numeric, Fraction (Page X / Y), or Page X of Y.
Additionally if you need a custom format, you can select Custom and use placeholders like ${CurrentPageNumber} and ${TotalPages}. You can also adjust the position of the page numbers to the Right, Left, or Center.

Here's how to customize the page numbers:
  • Go to Settings > PDF Templates.
  • Create a new template or edit an existing one.
  • Select Footer under the Header & Footer section.
  • Select the required option in the dropdown next to Page Number Format and Page Number Position.
  • Click Save.

Organization Logo in Reports

We've added support for including your organization's logo in PDF exports and prints. You can add the logo in two ways: display it in the header section of the PDF or use the Watermark option to apply it to every page. Additionally, you can customize the watermark by adjusting its position, intensity, and size to match your preferences.

Here's how you can add your organization's logo to reports:
  • Go to Reports and select the report which you want to export.
  • Click Export > PDF.
  • Click the dropdown Customize the details in the export file.
  • Mark Logo Watermark or Organization Logo.
  • Make the necessary changes and click Export.

Other Feature Enhancements

  • You can now mark the default filters of modules as your favourites. This allows you to quickly access the relevant filters without having to search them every time. These changes will only be visible to you and will not affect other users in the organization. 
  • You can now add a name for your exported file when exporting a report. Additionally, you can also choose to display column headers in each page of the PDF and display report data in separate pages based on the Group By field.
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

      • 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

        • Decimal places settings for exchange rates

          Hello, We are facing issues while matching vendor payments with banking feeds. As we often import products/services exchange rate comes into play. Currently, ZOHO allows only six digits for decimal places. We feel that conversions like JPY to INR require

        • 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.

        • Please can the open tasks be shown in each customer account at the top.

          Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature

        • Automate Backups

          This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.

        • GCLID and Zoho Bookings

          Is there anyway to embed a Zoho Bookings signup on a landing page and pass the GCLID information? More specifically, can this be done using auto-tagging and not manual tagging the GCLID? I know Zappier has an integration to do this but is there a better

        • Merge Items

          Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.

        • 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

        • Blueprint or Validation Rules for Invoices in Zoho Books

          Can I implement Blueprint or Validation Rules for Invoices in Zoho Books? Example, use case could be, Agent confirms from client that payment is done, but bank only syncs transactions tomorrow. in this case, Agent can update invoice status to done, and

        • Resetting auto-number on new year

          Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!

        • Delivery and handling of documents e-stamped using Zoho Sign

          Hello everyone! Zoho Sign makes it easy to pay non judicial stamp duty online and automatically attach the digitally generated e-stamp challan to electronic documents. We also manage the delivery of physical e-stamped papers. We periodically receive these

        • The Social Wall: December 2025

          Hello everyone! As we wrap up the final edition of the Social Wall for 2025, it’s the perfect time to look at what went live during December. QR code generator From paying for coffee to scanning metro tickets, QR codes are everywhere and have made everyday

        • Custom AI solutions with QuickML for Zoho CRM

          Hello everyone, Earlier, we introduced Custom AI Solutions in CRM that let you access QuickML for your custom AI needs. Building on that foundation, we’ve now enabled a deeper integration: QuickML models can be seamlessly integrated into CRM, and surface

        • 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

        • Add specific field value to URL

          Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there is

        • Introducing workflow automation for the Products module

          Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's Products module. The Products module in Bigin now supports Workflows, enabling you to automate routine actions. Along with this update,

        • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

          Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient

        • Zia Formula Expression Generator for Formula fields

          Hello everyone! Formula fields are super useful when you want your CRM to calculate things for you but writing the expression is where most people slow down. You know what you want, but you’re not fully sure which function to use, how the syntax should

        • Where is the settings option in zoho writer?

          hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards

        • CRM project association via deluge

          I have created a workflow in my Zoho CRM for closing a deal. Part of this workflow leverages a deluge script to create a project for our delivery team. Creating the project works great however, after or during the project creation, I would like to associate

        • Issue with Zoho Creator Form Full-Screen View in CRM Related List Integration

          Hi Team, We have created a custom application in Zoho Creator and integrated it into Zoho CRM as a related list under the Vendor module, which we have renamed as Consignors. Within the Creator application, there is a form named “Pickup Request.” Inside

        • Wrapping up 2025 on a high note: CRM Release Highlights of the year

          Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you

        • Directly Edit, Filter, and Sort Subforms on the Details Page

          Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

        • Customer Parent Account or Sub-Customer Account

          Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

        • Drop Down Value

          Hi, May I know why Zoho Flow treat this drop down as number and not as string. If so, how can I fetch the right value for filtering. This field is from Creator, in Creator upon checking by default it is a string since it's not a lookup field.

        • Projects custom colors replaced by default orange

          Since yesterday, projects uploaded to Zoho, to which I had assigned a custom color, have lost the customization and reverted to the default color (orange). Has anyone else had the same problem? If so, how did you resolve it?

        • How to manage task lists in Zoho Desk?

          Hello, I use Zoho Desk for IT customer support. I have a list of standard operating procedures (SOPs), including SOPs for onboarding new users, offboarding users, losing a device, etc. These are lists of tasks to be performed depending on the situation.

        • Creating a Chart from a Report

          In Zoho Analytics, is it possible to create a chart from a Pivot View report? We are looking to use Zoho Analytics to replace Excel for Sales reports and would like to be able to show both the table and the chart together.

        • Restrict Users access to login into CRM?

          I’m wanting my employees to be able to utilize the Zoho CRM Lookup field within Zoho Forms. For them to use lookup field in Zoho Forms it is my understanding that they need to be licensed for Forms and the CRM. However, I don’t want them to be able to

        • 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

        • Unknown table or alias 'A1'

          I would like to create a subquery but i am getting the following error: Unknown table or alias 'A1' used in select query. This is the sql statement:  SELECT A1.active_paying_customers, A1.active_trial_customers, A1.new_paying_signup, date(A1.date_active_customers), 

        • in the Zoho creator i have address field based the customer lookup im selecting the addresss , some times the customer address getting as null i want to show as blank

          in the Zoho creator i have address field based the customer lookup im selecting the addresss , some times the customer address getting as null ,i want to show as blank instead of showing null. input.Billing_Address.address_line_1 = ifNUll(input.Customers_Name.Address.address_line_1,"");

        • Question about upgrade and storage space Zoho Notebook

          After upgarding my Zoho Notebook plan, I am running into the following issue. I just upgraded from a free Zoho Notebook subscription to Pro Lite after I got a notification in my Window Zoho Notebook desktop app saying that I had run out of space. However,

        • how to add email to existing organization i w

          I am already registered my organization and i have an email id. I need one more email id but i can't find anywhere .i want the cheapest email id . how to add ?

        • add zoho account

          How to add a zoho mail to previous zoho account? I have two

        • Name changed in settings for mailbox but still not changed when typed in To field

          In the email account secretary@ i have updaetd the new staff members details but the old members name still appears when I type secretary@ in the To field. I cant work out where Zoho is finding the old name from. I have deleted the browser cache. If I

        • Printing to a brother label maker

          I see allot of really old unanswered posts asking how to print to a label maker from a zoho creator app. Has their been any progress on providing the capability to create a customized height & width page or print template or whatever to print labels?

        • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

          Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:

        • Track online, in-office, and client location meetings separately with the new meeting venue option

          Hello everyone! We’re excited to announce meeting enhancements in Zoho CRM that bring more clarity and structure to how meetings are categorized. You can now specify the meeting venue to clearly indicate whether a meeting is being held online, at the

        • Calling the new 'Custom API' feature from within a Custom Widget

          From what I've learned it is not possible to call an endpoint from the new "Custom API" feature within a Creator Widget. The SDK's doesn't support it yet, when calling it natively you end up with CORS issues or at least I couldn't get it working even

        • Announcing new features in Trident for Mac (1.32.0)

          Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to reinforce email security and protect your inbox from evolving threats. Let’s take a quick look at what’s new. Deliver quarantined emails. Organization admins

        • Next Page