What's New this June 2020 in Zoho Invoice?

What's New this June 2020 in Zoho Invoice?

Hello, everyone!

Time seems to have flown by so fast and we're already halfway through the year. Though times are tough, we’ve been working as usual to bring out the best new features for you and fine-tune our existing functions. Here's what's awaiting you this month in Zoho Invoice.

Create price lists with Volume Pricing

Does your business offer discounts for bulk orders? We have introduced Volume Pricing, using which you can now set price breaks for items depending on the quantity sold. You can create a price list with volume pricing, and set custom rates for different quantity brackets.

Here's how you can do this:
  • Go to Price Lists > Click + New Price List.
  • Select Enter the rate individually for each item.
  • Select Volume Pricing as the Pricing Scheme.
  • Enter an item's quantity range along with a custom rate for it. You can also update the ranges in bulk.
  • Click Save.
Now, you can apply this price list on the line items of a transaction. The item's price will be adjusted depending on the quantity entered. If there is no matching range for the given quantity, the item's default rate will be applied. Read more.

Note: You can create up to 10 such ranges for each item.



Set permissions for custom fields based on user roles

At times, you might not want all your users to have access to certain custom fields. For example, you might want the custom fields related to sales to be accessible only by the sales team. This can now be done in Zoho Invoice as access to custom fields can be restricted based on a user's role. You can choose to hide the field or provide the user with read-only access.

To do this: Go to Settings > Preferences > Select the desired module > Go to Field Customization > Hover over the required custom field > Click the dropdown icon > Select Configure Access > Configure access for the different roles > Click Save.



Generate the Receivable Summary & Receivable Details reports

Get a complete picture of your receivables in one place by generating the Receivable Summary and Receivable Details report. The Receivable Summary report provides an overview of all your invoices and credit notes. You can customize this report by grouping transactions based on the customer name, due date, custom fields, and more.



The Receivable Details report gives you a rundown of your invoices and credit notes along with their line item details such as item name, quantity, and price. You can also customize this report by grouping transactions based on the transaction number, item name, custom fields, and more.



To generate these reports: Go to Reports > Receivables > Select Receivable Summary or Receivable Details.

Send an SMS for outstanding customer balance

You can now remind your customers about their outstanding balance by sending them an SMS notification with the payment amount. Once you enable this option, you can click Notify via SMS on the Customer Overview page to send an SMS to that customer. You can also choose a text message from the three SMS templates that are available.

To enable this: Go to Settings > SMS Notifications > SMS Templates > Enable it for Customer Balance.



Create custom buttons and links for more modules

Custom buttons and links are now available for recurring invoices, recurring expenses, and payments received. You can create custom buttons and links according to your requirements to accelerate your invoicing process with the click of a button.

Recommend Zoho Invoice and earn

Love using Zoho Invoice and want to recommend it to others? You can now do this right from the app and also turn a profit from it! Once you refer Zoho Invoice to a friend and they start using it, you will get 15% of their subscription payment as Zoho Wallet credits. Click the referral icon () in the top band of the app to learn more about it.

You can also suggest Zoho Invoice to your customers. You can configure this option in Settings > Preferences > Branding.

Do let us know your thoughts on these features in the comments below. Don't forget to checkout our full list of updates in the release notes. If you have any questions or suggestions, feel free to write to our support team at support@zohoinvoice.com.

Regards,
Lavanya
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

        • Global Choice List share ownership

          I have created several forms that use one or more Global Choice Lists. These lists have been published to Org. I would like to allow one or more admins to edit the choices in these lists. Any help appreciated. Geoff

        • Setting up property management in Zoho Books

          Hi, I run a property management business that manages property complexes. There are multiple owners, some owning more than one property on the same complex. My role is to manage the fees they pay for maintenance of common areas, such as the swimming pool

        • How to prevent users from switching price lists in an order?

          Hi, I have Zoho Finance integrated with Zoho CRM. My team will be placing orders through the CRM using the Finance module. When creating a new customer I will assign it a price list, I don't want the sales rep to switch to a different Price List, other

        • Mollie Connect in Zoho Books

          Have noticed that Zoho Books is missing the most popular payment provider in Europe: Mollie. Knowing that Mollie has a solid Java SDK, why is this not yet implemented in Zoho Books for European customers?  More info: https://docs.mollie.com/oauth/ov

        • Unable to change Lookup field from Multi Select to Single Select

          I am trying to change a Lookup field in my Zoho Creator form from Multi Select to Single Select, but I am unable to find any option to do this.

        • Simple Callback Notifications Needed

          My team are terrible at remembering their CRM callbacks, often due to how long in the future they are set for. Is there a way i can set an e-mail notification for when a callback is due? For example we set it for 9am one day and five minutes before they

        • Personal Data (RODO), Cookies / Trackers - ePrivacy

          I have noticed several issues that should be addressed on the customer support page. Zoho Desk provides the support portal, but it currently lacks the following options: A GDPR and personal data processing consent checkbox before logging in, located in

        • How to set a multi-lookup field as mandatory?

        • Allow Multiple Scheduled Appointments with Zoho Support

          Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when scheduling

        • Audit Log for Zoho One Admin Panel

          Dear Zoho One Team, We would like to request the addition of an Audit Log feature in the Zoho One Admin Panel. This log should provide visibility into any changes made within the Zoho One admin panel and directory, including but not limited to: Adding,

        • Personalize your booking pages with Custom CSS

          Greetings from the Zoho Bookings team! We’re introducing Custom CSS for Zoho Bookings, designed to give you complete control over the look and feel of your booking pages. With this new feature, you can upload your own CSS file to customize colors, fonts,

        • Bug: OAuth 2.0 State Parameter fails with Pipe Delimiters (RFC 6749 Non-Compliance)

          I've discovered a bug in how Zoho's API Console handles the OAuth 2.0 authorization flow when the state parameter contains pipe characters (|), and I'm hoping the Zoho team can address this in a future update. The Issue Zoho's OAuth 2.0 implementation

        • Custom Function to increment a value by one

          Hi, I'm trying to find a solution to set up a counter on CRM records that tracks how many times certain actions have taken place. As a specific example: We have a field on Deals called "Times Close Updated". This starts at 0 on record creation. I'd like

        • Customer address in Zoho Bookings

          Hello,  Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps.  It would also be advantageous for the "list view" to show appointment times instead of just duration and booking

        • Access token generate from the refresh token not working for API

          Dear Sir/Madam, When I use my refresh token to obtain new access_token, that token return INVALID_TOKEN when the same API is called. I made sure that my api site is correct and match the auth web site. However the original access_token work fine.

        • why does my campaign move back to draft?

          Every time I try to send my email campaign, it reverts back to Draft status.. this has happened three times in a row..how do i find out what the problem is? Thanks

        • Service and Parts Line Item Limitations

          Hi FSM Team, We work with clients who deliver large-scale field service projects. In many cases, a single work order can contain 200+ service and parts line items. Currently, Zoho FSM limits work orders to 30 service and parts line items. While this works

        • 【Zoho CRM】やりとりの要約機能リリースのお知らせ

          ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、新機能のやりとり要約機能をご紹介します。 Zoho CRMのやりとりの要約は、Ziaが生成する機能で、データに関連付けられた最近のやりとりを簡潔にまとめて提供します。 メール、通話、ミーティング、メモなどを1つの明確な要約にまとめ、重要なポイント、過去の話し合いの要点、結果、次のステップを表示することで、日常的な課題に対処します。 Ziaの強みは、単なる要約にとどまらず、内容の解釈も行える点です。やりとりの要約では、顧客との会話に潜む遅延、フォローアップ漏れ、約束、期限、感情、意図を特定します。

        • Recent post analytics not very useful

          Hi, I'm enjoying some aspects of the Zoho Social. like being able to schedule posts to multiple channels. However, the recent posts analytics is disappointing. For example, I put up a reel on Instagram and Facebook yesterday. Instagram insights shows

        • Zoho Commerce and Third-party shipping (MachShip) API integration

          We are implementing a third-party shipping (MachShip) API integration for our Zoho Commerce store and have made significant progress. However, we need guidance on a specific technical challenge. Current Challenge: We need to get the customer input to

        • What happens to the files created by user, whose account is deleted.

          Hello, I created a folder in the My folders names "Quote" I shared the same with my colleague. She created some files and folders in that folder over the period of 1 and half year. Now she left company, and I deleted her account from Zoho. What happens

        • Internal Error When Accessing Team Inbox.

          All our users are seeing this error in teaminbox. Because its a critical tool kindly resolve this issue ASAP.

        • Sharing URLs and direct access

          Hello, I am storing my team's email signature images on Workdrive. I am creating a public image download share and adding “?directDownload=true” so that the image can be accessed without the Workdrive interface. A few questions: 1) Can we generate friendly

        • Zoho Mail Android app update: Calendar enhancements

          Hello everyone! In the most recent version of the Zoho Mail Android app update, we have introduced various new enhancements for the calendar module. Let's explore what's new. Drag and drop events to update the date and time We have enhanced the calendar

        • Enhance Delay Configuration in Zoho Flow

          Dear Zoho Flow Support Team, We are writing to request an improvement to the delay configuration process within Zoho Flow. Currently, users are required to manually enter the exact delay duration (e.g., "2 days") in the delay block. This can be time-consuming

        • Contratação ProdutivosX

          Bem-vindo(a) ao processo de contratação da ProdutivosX. Este formulário tem como objetivo coletar informações essenciais para análise de perfil profissional, alinhamento de competências e possível integração ao equipamento ProdutivosX. A ProdutivosX é

        • Zoho Books - How to Invoke a Custom Function in Schedulers

          We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom function

        • Enhance Sign CRM integration

          Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign

        • Unified WhatsApp Number Management in Zoho Desk and SalesIQ

          Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers

        • Problem using Zoho Desk API

          Goodmorning, I am trying to use the Zoho Desk API to create a dashboard in Grafana, but I am having a problem. Following the instructions in the API documentation, I created the API Console application (server-based application). Then I created the string

        • Email Field Validation Incorrectly Rejects RFC-Compliant Addresses (Forward Slashes)

          I've encountered a validation issue with Zoho Creator's Email field that rejects RFC-compliant email addresses containing forward slashes, and I'm hoping the Zoho team can address this in a future update. The Issue When entering an email address containing

        • 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

        • Plug Sample #15 - Enable Human-Like, Contextual Interactions in SalesIQ with Zia Agents

          Zia Agents are conversational AI assistants designed to understand user intent and respond intelligently, helping businesses automate conversations and offer personalized support at scale. While Zia Agents are yet to be publicly released, access is currently

        • Best way to schedule bill payments to vendors

          I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

        • Seamless Round-Trip Navigation for Related Blocks (Detail View)

          As highlighted previously in this post (and here, here, here, and here), we still lack a fundamental capability for seamless navigation in Related Blocks. The popup that appears when adding a related record doesn't exist for viewing/editing existing records,

        • Social Profile Logo Format

          Hello, I'm using Zoho Sites and am attempting to add a couple of social media accounts to my profile that aren't included in the default platforms that are available. What format is the logo required to be in? I have tried .png and .jpg with no success.

        • How to create Sepa Direct Debit XML file: solution and code

          Even though Books provides a payment integration for Stripe and Gocardless (in Europe) there are customers that want to use the Sepa services of their own bank. Mainly because Stripe and Gocardless are quite expensive. In that case they would need a Sepa

        • Traditional Spreadsheet vs Zoho Tables

          Hello everyone, This article explains the differences between Spreadsheet applications and no-code databases, such as Zoho Tables. While both tools belong to the "grid" family, the core difference lies in their purpose. A spreadsheet (such as Zoho Sheet,

        • RFQ MODEL

          A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books

        • Delegate Access - Mobile iOS/iPad

          We’re over the moon that delegate access is now available in Zoho Mail as we were nearly ready to switch platforms because of it! Is there a timeline on when delegate mailboxes will be accessible from the iOS and iPad OS applications? Thanks, Jake

        • Next Page