What's New in Zoho Invoice | April – June 2026

What's New in Zoho Invoice | April – June 2026

Hello everyone!

We're back with the latest updates and enhancements we've rolled out in Zoho Invoice from April to June 2026.

Here's what's new this quarter:
  1. Connect Zoho Invoice to AI Using Zoho MCP
  2. Customize Accessibility Preferences
  3. Attach Annexure to PDF Templates
  4. Indirect TDS Summary in Invoice PDFs [India Edition & Kenya Edition]
  5. Display Total Amount Excluding TDS [India Edition & Singapore Edition]
  6. Record Statutory Dates on Credit Notes [Germany Edition]
  7. Service Period Fields for Recurring Invoices [Germany Edition]
  8. Track Custom Field Usage
  9. Customise PDF Template for Expenses
  10. Other Enhancements

Connect Zoho Invoice to AI Using Zoho MCP

Zoho Invoice now supports the Model Context Protocol (MCP), a standardised way for AI assistants to securely interact with your business tools. This means you can now connect your invoicing data and workflows directly to AI models like Claude and ChatGPT, and let them work on your behalf in a controlled, permission-based way.

Once set up, you can perform everyday tasks in Zoho Invoice using plain-language prompts, without opening the application at all. For example, you can:
  1. Create invoices, quotes, and record payments.
  2. Add and update customers and items.
  3. Track outstanding payments and follow-ups.
  4. Pull reports and summaries such as sales and taxes.

Customize Accessibility Preferences

We've introduced Accessibility Preferences in Zoho Invoice. You can now adjust text spacing, underline links for better visibility, add strikethrough to disabled buttons, and quickly access keyboard shortcuts for easier navigation. These preferences help improve readability, accessibility, and overall usability across the application.

To configure accessibility preferences in your organization:
  1. Click your profile in the top-right corner of your Zoho Invoice organization.
  2. Click Accessibility Preferences.
  3. Select Set Up Your Preferences.    

Attach Annexure to PDF Templates

You can now attach annexure documents to your PDF templates. Supporting documents are automatically appended as additional pages at the end of the generated PDF.

To configure annexure attachments to your PDF templates:
  1. Go to Settings > PDF Templates.
  2. Select a module and choose a template.
  3. Hover over the template and click Edit.
  4. Under Other Details > Annexure, click Upload File.

Indirect TDS Summary in Invoice PDFs [India Edition & Kenya Edition]

The Indirect TDS Summary can now be displayed in Invoice PDFs when applicable, showing the TDS rate, taxable amount, and total TDS amount. This gives your customers a clear breakdown of the TDS applied on each transaction.

Display Total Amount Excluding TDS [India Edition & Singapore Edition]

You can now display the Total Amount Excluding TDS in the total section of an invoice PDF, allowing you to show the invoice amount without TDS alongside the total amount. This helps present TDS deductions transparently on your invoices.

Record Statutory Dates on Credit Notes [Germany Edition]

Credit Notes in the German edition now support Supply Date, Service Start Date, Service End Date, and Transaction Posting Date as system custom fields. These dates are carried over automatically when you convert a credit note to an invoice, create a correction invoice, or generate a cancellation invoice; helping you stay compliant without manual efforts.

To enable these fields:
  1. Go to Settings > Credit Notes under Sales.
  2. Navigate to the Fields tab.
  3. Hover over and click the dropdown next to the field.
  4. Click Mark as Active.

Service Period Fields for Recurring Invoices [Germany Edition]

Zoho Invoice now automatically populates Service Start Date, Service End Date, and Transaction Posting Date on every invoice generated by a recurring invoice. The service period dates are auto-derived from the recurring invoice's billing term, ensuring every invoice meets §14 UStG requirements with zero additional input required.

Track Custom Field Usage

You can now view your overall usage and remaining limits for custom fields from each Field Customisation page. The usage summary shows the number of fields used and available, helping you plan customisations more effectively.

To view this:
  1. Go to Settings.
  2. Select a module.
  3. Navigate to Fields > Custom Field Usage.

Customise PDF Template for Expenses

You can now create and customise multiple PDF templates for expense records, making it easier to maintain consistency across your transactions.

To create a new template:
  1. Go to Settings > PDF Templates.
  2. Select Expenses.
  3. Click + New.

Other Enhancements

  1. Support for Korean, Polish, and Greek: You can now access Zoho Invoice in three additional languages; Korean, Polish, and Greek, helping you use Zoho Invoice comfortably in your preferred language. To switch languages, go to Settings > Organization Profile and choose your preferred language from the Organization Language dropdown.
  2. Display Organization Details in Report Exports: You can now include organization details in your report export files. This ensures every exported report carries your business information, making them audit-ready and easier to identify.

That's all for our April to June 2026 updates! We hope these enhancements make your invoicing experience even smoother. To stay updated about the latest updates and enhancements, visit the What's New timeline.

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.

We'd love to know what you think of the latest features. Drop your thoughts in the comments below, or write to us at support@zohoinvoice.com for any clarifications or assistance.

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

    • 📣 Ask the team behind Zoho SalesIQ: Summer '26 Q&A

      Hi everyone! Following our recent webinars, Summer '26 Release: What's New in Zoho SalesIQ—where we walked you through all the new features, what they do, and how they work—and Driving the AI Evolution: Building Smarter Customer Experiences with Zoho

    • Upcoming update to field values in Zoho Books - Zoho Analytics integration

      Hello Users, We'd like to inform you of an upcoming update to the tax_category values in the Zoho Books integration for Zoho Analytics from October 20, 2026. What's Changing? tax_category field values are being renamed to align with the conventions already

    • Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!

      We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCode

    • Kaizen #259 - Working with Zoho CRM APIs using zoho-crm skill

      In the previous Kaizen, we introduced the zoho-crm skill and discussed how it can work with different CRM developer capabilities. The zoho-crm skill makes it easier to work with Zoho CRM without having to remember every API endpoint, request structure,

    • How can I populate dropdown data with information from another source or app?

      I want to maintain a list of items in another app (say in excel or another database) and sync those as items in a drop down menu, instead of copy pasting to import. Is this kind of a feature available?

    • Zoho Community Digest - September 2026 | Part 1

      Hi everyone, and welcome back! September opens with a strong set of updates. Zoho CRM brings workflow automation down to the subform row level and ships a new SKILL.md for AI-assisted development, Zoho Desk introduces conditional branching with Automation

    • Tip #88 – Manage Incoming Support Requests Efficiently with the Service Queue – 'Insider Insights'

      Hello Zoho Assist Community! Not every team has a dedicated IT department or a fully built-out sysadmin setup. For smaller teams, when something breaks, there's no internal ticket system to log into, no helpdesk queue to route through, and no clear way

    • Delete CRM Portal

      How do I delete portals from my CRM? I created one just to test, it is not in use and is disabled but it's existence is preventing me from marking fields in modules as "required" unless I make it 'read/write' in the portal first. I'd rather just delete

    • Zoho Books | Product updates | July 2026

      Hello users, We’re excited to bring you the latest updates in Zoho Books for July 2026! This month's release introduces Terminal Payments, CMP-08 filing for composition taxpayers, SEPA Credit Transfer support, and Self-Billed Credit Notes and Debit Notes

    • Calendar invites from Contacts not being assigned to Account in CRM

      Hi all It's that time of year again when I try to get calendar and meetings sorted in CRM. I have two way sync enabled. I have the option set to check for customer meeting invitation mail and to add them as meetings. However, whilst those meetings show

    • Kaizen #258 - Getting Started with zoho-crm SKILL.md

      Howdy tech wizards, Welcome to a fresh week of Kaizen. This week, we are taking a look at the zoho-crm SKILL.md, an Agent Skill designed to help AI coding agents work with Zoho CRM’s developer capabilities. What is zoho-crm SKILL.md? The zoho-crm skill

    • 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

    • Dashboard/Component filter by probability

      Hi all Can I request the ability to add a Component or Dashboard filter for Deal Probability? Would be useful to be able to see data of deals more than 60% probable. Olly

    • Stock (on-hand) Items not updated after using Composite items

      Hi there, I created a Composite item (consist of 3 items). After I created the Composite item, I invoiced it and shipped the items. However the actual stock on hand of the 3items didn't change at all. Have you guys encountered this? Thank you Regards,

    • Is there a way to show contact emails in the Account?

      I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

    • Important changes for users with Zoho accounts in the UAE and other Data Centers

      What's changing? Previously, the same email address could be used to create separate Zoho accounts in both the UAE data center and another Zoho data center (such as US, EU, IN, AU, JP, CA, SA or SG). With this change, an email address can be associated

    • Conditional Layouts On Multi Select Field

      How we can use Conditional Layouts On Multi Select Field field? Please help. Moderation update: Multi-select picklist fields are now supported in Layout Rules. Additionally, Layout Rules is now available in the Professional Edition. These updates have

    • Zoho Marketing Automation WhatsApp Campaign Import Sync for Zoho Analytics

      WhatsApp is a critical channel in modern marketing, yet WhatsApp Campaign metrics from Zoho Marketing Automation currently cannot be natively imported into Zoho Analytics via the default advanced analytics connector. Integrating this into the standard

    • merge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory

      HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .

    • Delug script

      I have been looking at auto-update a amount (home currency) field from another module. Zoho native multicurrency was used in the other module (we have 4 here). Custom script was input with no error, but the field was not updated on trigger. Script as

    • Is there a CRM Deluge function available to convert an RTF (rich text field) to plain text (with no formatting tags)?

      I know that we can run reports so that RTF fields can either show as plain text or the text or the text with the formatting fields included (which is wonderful, btw, as it helps me adjust tags when I need to troubleshoot and just see what I need to see

    • 【Zoholics Japan 2026】ITreview 口コミ投稿キャンペーンを実施します！

      ユーザーの皆さま、こんにちは！ 2026年9月25日（金）開催の「Zoholics Japan 2026」会場にて、 Zoho CRM・Zoho Workplace・Zoho Mail を対象とした「ITreview 口コミ投稿キャンペーン」を実施します！ Zoholics にご来場いただく皆さま、ぜひこの機会に普段お使いの Zoho 製品について、率直なご感想をお聞かせください。 【キャンペーン内容】 対象製品： ・Zoho CRM ・Zoho Workplace ・Zoho Mail キャンペーン実施時間：

    • Contact removed when picking ticket template.

      hi new to Desk rolling out to company, replacing Freshdesk. Is there way to keep the in context contact when selecting a template? When you choose a template you lose the contact!

    • Using IMAP configuration for shared email inboxes

      Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure

    • Global Sets for Multi-Select pick lists

      When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.

    • Bank Transaction Rules Link Under Each Bank Account

      Hello, can you'll move the "transaction rules" button or link back under each bank account? It is now on Bank Overview, if I am working on a specific bank account, I don't want to go out to overview to check the rules. That button displays rules for all

    • Nested notebooks

      Dear Sir/Madam, I would like to know if it is possible to nest notebooks. It would be very helpful when there are too many, as it would improve organization. Thank you for your response. Best regards.

    • Zia Agents looks promising, but I still cannot deploy my first agent or connect WhatsApp after weeks of support tickets

      Hi Everyone, I am posting here because I am stuck and need practical help from someone who has successfully deployed a Zia Agent with WhatsApp. Zia Agents looks like a very promising product. I have watched the platform expand quickly, and I have noticed

    • Zoho CRM

      Cuándo voy a adjuntar un archivo .pdf en un registro en el campo Archivo obtengo el siguiente error:

    • Implement Meeting Polls in Zoho Bookings

      Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement related to appointment scheduling within Zoho Bookings. Current Functionality: Zoho Bookings excels at streamlining individual appointment scheduling. Users can set availability

    • Recording Salaries and wages in zoho books with bank fees

      Hello Community, I am posting this questions to understand the best way to record the salary and payroll expenses in zoho books. The way it works here, For example if I have 3 employees and each employee salary is lets say $1000. I usually use the bank

    • API - Available Stock Definitions

      Okay, Zoho team... your copywriters fell down on the job for this one :) I think these warrant a bit more explanation as to what they include and what they don't.

    • [BUG] WebTabs in ZohoCRM now have a spurious "\" displayed along with some additional HTML Head code included

      An example of the issue can be seen below:

    • CNIL - Suivi de Pixel

      Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettant

    • Scheduled import

      The tutorial shows a scheduled import option but this option doesn't appear to be available when using Zoho DB.

    • #4 Choosing How My Invoice Should Look

      Day 4: Meera had the basics sorted. Her business name was there, the address looked right, and her logo finally appeared where it should. But the invoice still did not quite look like hers. Her old studio used invoices that were clean, tightly laid out,

    • Transaction rules for "Owner's Contribution" ?

      I have a bank account where a lot of the deposits are "Owner's Contributions" (i.e., the business owner investing money in the company). Is it possible to create a Transaction Rule to automatically recognize these? They all have the same verbiage from

    • DYK 12: Turn Email into Work Items

      Did you know you can add work items to your Zoho Projects portal directly from your inbox? The initial step of important collaborations start over an email, and most of these require an immediate follow-up by creating a task, or reporting an issue. During

    • Custom Function not getting package details when triggered from Workflow Rules.

      I have a custom function for Packages that submits a form in our Creator app that we use to generate custom shipping labels (internal staff complete deliveries so we cannot generate shipping labels straight from Inventory). When the function is executed

    • how to Solve Conflict Invoices in Zoho POS

      Hello Team, I am facing a repeated issue in Zoho POS while saving a sale that contains service-based items. My products are intentionally created as Service (Non-Inventory) items because I do not want to track stock for them. However, every time I try

    • Next Page