What's New in Zoho Invoice | April - June 2025

What's New in Zoho Invoice | April - June 2025

Hello everyone!

We're excited to share the latest feature updates and enhancements we've made to Zoho Invoice from April to June 2025.

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

New Integrations via Zoho Marketplace

We’ve added a new set of powerful integrations through Zoho Marketplace to help you streamline your financial workflows in Zoho Invoice.
  1. QuickBooks Online for Zoho Invoice - Connect your QuickBooks Online account with Zoho Invoice to sync customers, items, credit notes, and payments across both the platforms. When you create invoices in Zoho Invoice, they will be created in QuickBooks Online automatically, ensuring efficient invoicing and accounting processes.
  2. viaSocket for Zoho Invoice - viaSocket is an AI-powered workflow automation tool that enables you to automate data flow between Zoho Invoice and over 5,000 other apps. Create seamless workflows to save time and boost productivity using AI.
  3. Braintree for Zoho Invoice - Integrate with Braintree to streamline your payment processing, enhance security, and provide a smooth checkout experience to your customers. This integration supports secure card payments across multiple countries and currencies, helping you expand your business globally.

Add Images to Email Templates

You can now upload images directly from your desktop into your email templates. This allows you to add banners or other visual content to enhance your promotional emails.

Here’s how to upload images to your email templates:
  • Go to Settings > Email Notifications.
  • Select the template you want to edit and click Show Mail Content.
  • Click the Insert Image icon and select Upload.


Create Local Taxes [Mexico Edition]

Zoho Invoice now supports the creation of local taxes governed by State and Municipal authorities in Mexico, which are separate from the federal tax authority (SAT). These local taxes can be set up as either transfer (Taxes) or retention (TDS) types based on how they are applied in your transactions.

Here’s how to create local taxes:
  • Go to Settings > Taxes > Tax Rates.
  • Click + New Tax and enter the Tax Name and Rate.
  • Select Local Tax as the Tax Type.
  • Click Save to apply the changes.

New Summary View in Reports 

We’ve introduced a new summary view option in the Receivable Summary, Receivable Details, Payable Summary, Payable Details reports when grouping is applied. This view lets you view just the total value of each group without listing individual transactions, helping you get a quick overview.

How to enable the summary view:
  • Go to Reports and select the report for which you want to view the summary.
  • Click the Group By dropdown and mark Display only the total value of each group without showing individual transactions.

Record Income TDS Payment Without Income Amount [India and Global Editions]

You can now record Income TDS payments for a single invoice or multiple invoices without having to enter any amount in the Amount Received field. This is useful when the TDS payment needs to be recorded on a different date than the invoice payment date.


Other Feature Enhancements 

  • Zoho Invoice now supports Filipino and Bahasa Melayu. Update your language preferences anytime by going to Settings > Organization Profile. These language changes will also be reflected in the Customer Portal.
  • You can now access the sync history for your Bigin integration. Navigate to Integrations > Zoho Apps > Bigin, then click the More icon next to Bigin. This helps you monitor sync activity and troubleshoot any issues efficiently.

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

    • Deleting unwanted ticket replies

      Hello, In a Zoho Desk Ticket thread, sometimes one of the recipients has auto-reply activated. This creates a new message in the Ticket thread that not only pollutes the thread, but most importantly cannot be replied properly because usually auto-reply e-mails don't do "reply all", so the other recipients are not included. I want to delete such a message in the Ticket thread. I searched the help of Zoho Desk, but only found a way to mark as Spam (https://help.zoho.com/portal/kb/articles/marking-support-tickets-as-spam)

    • Issue: Ticket Export Does Not Include Ticket Threads

      Dear Zoho Desk Support Team, I hope you’re doing well. I wanted to bring to your attention that the current ticket export feature in Zoho Desk does not seem to include the ticket threads or conversation history. When exporting tickets, only the summary

    • Updating an Invoice Line Item's Discount Account via API Call / Deluge Custom Function

      I need help updating an invoice line item's discount account via API. Below is a screenshot of the line item field I am referring to. Now the field to the left of the highlighted field (discount account) is the sales income account. I am able to modify

    • Unified customer portal login

      As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

    • Ability to Set Client Name During Portal Invitation

      Hi Zoho Team, We would like to suggest an important enhancement to the Zoho Creator Client Portal functionality. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for creating

    • スマホでキャンペンメールを見ると正しく表示されない

      キャンペーンのメール（HTML）を作成しましたが、スマホ表示に切り替えると正しく表示されません（添付参照）過去に作成したキャンペーンでは特に意識してませんでしたが、問題なく表示されていたようです。うまく表示される場合とされない場合の違いは何でしょうか？

    • Zoho CRM - Calendar Cards View - Let Users Decide What Is Displayed On Calendar Entries

      Imagine planning your week of face-to-face meetings across three counties. You’re trying to group appointments by location to make the best use of your time, but Zoho CRM’s calendar doesn’t show where each meeting is happening. You’re left trying to remember

    • 136.143.188.51 blocked by spamcop

      Zoho mailserver seems to be blocked by spamcop. Cant send mail to my customer. Not sure what to do.

    • Good news! Calendar in Zoho CRM gets a face lift

      Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

    • Dashboard Autorefesh

      Good day, I am a dashboard that displays the number of tickets based on "Product Name". This dashboard is displayed on a big TV for the team to monitor. Can the dashboard auto-refresh every few minutes to display the new values? Currently, we have closed

    • Would be really awesome to have Created Time and Modified Time showing for custom functions list

      It would be SO HELPFUL to be able to sort custom functions by created time/ modified time. Also seeing a created by/ modified by with the little profile picture would be supremely helpful as well. Just really hard sometimes to find a function you were

    • Zoho Calendar Integrated Into CRM?

      I've searched around the forums but couldn't find anything addressing this . . .  Is there a plan to integrate Zoho's stand alone calendar solution into Zoho CRM?  The CRM calendar does an OK job but is very basic and the Zoho calendar is great, but I've only figured out to subscribe to my CRM calendar within ZCalendar - there is no 2-way sync. My preferred solution would be for ZCal to become the default calendar/event solution within Z CRM. Is this on the roadmap? Thanks

    • Conditional layouts - support for multi-select picklists

      Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list

    • Can I Create Different Page Layouts Based on a Specified Module Pick List Field

      I am trying to work out how to create different page layouts based on a specified module pick list field value, like the Salesforce feature where you can define multiple record types and then create custom page layouts for each record type. This is a super important feature as for almost all the modules we are using (Leads, Potentials, Accounts) we need to be able only show fields relevant to the record type. E.g. We need a very different page layout for a consumer lead Vs a commercial lead, same

    • Scheduling Tasks in Relation to Project End Date

      I use Zoho project  to help manage tasks that relate to a number of specific business events that take place.  I would like to be able to have my project end date be the date of the event and then work "back" from that date to say...   Add a task 2 weeks before the project end date to remind me to XYZ.  Does anyone know if there is a way to base task timings back from a project due date rather than a project start date?

    • Tips & tricks: Make SalesIQ automations work for you

      Every day, thousands of visitors land on your website. Some browse, some buy, and some leave without a word. But, wouldn’t it be great if you could automatically know who’s interested, engage them at the right moment, and never miss a lead, and all this

    • What formula to use in computing total hrs and decimal hrss

      So , my data includes log im column , 2 breaks with 2 columns that says back and lunch and 1 column that says back and logged out. What formula should i use to be able to automatically have my total hours as I input time in each column? Thankyou

    • How to apply customized Zoho Crm Home Page to all users?

      I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: The option to mark a customized

    • Function with Search Records was working until a few weeks ago, around when "Connected Records" was released

      I have a custom function that has been running for nearly a year now, which suddenly stopped working around the time Zoho released the "Connected Records" update. The function is no longer finding the record using the searchRecords function. I've changed

    • What's New in Zoho Analytics - October 2025

      Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme

    • Notes of Tasks in Zoho CRM

      Hello, Is there a way to filter the Notes that appear on a Task to only show the notes related to that specific Task and not display all the Notes of the objects related to that Task (Accounts, Contacts, Deal, etc). In essence, our team struggles to understand

    • Multi-Page Forms in Zoho Creator!

      Let’s make long applications easier to handle by dividing them into pages, adding a progress bar, and guiding users step by step through complex data entry. This would be a total game-changer for the user experience and could significantly boost completion

    • Passing the CRM

      Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

    • Ask the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk

      Hello Everyone! Welcome back to the Ask the Experts(ATE) series! We were so focused on our Autumn 2025 release that we didn't host an ATE session last month. In this month's ATE, we'd like to expand our areas for discussion: we'd like to listen to your

    • How to next stage blueprint in Zoho Creator

      Hello, I have question, its possible to next stage blueprint? in case, Start - (first stage) Leader 1 (with condition 1) - (second stage) Leader 2 (with condition 2) - (third stage) Leader 3 (with condition 3) - (fourth stage) After first stage, i want

    • Feature Request: Email Follow-Up Sequences Similar to Zoho CRM

      I’m wondering if Zoho Recruit is planning to introduce a feature similar to the Email Automation – Follow-Up Sequences that is available in Zoho CRM. In CRM, this allows users to send a series of timed follow-up emails triggered by specific actions (for

    • Associate email with a potential or project.

      I have a pivotal requirement to associate emails from various suppliers (contacts) with different potentials or projects, on an email by email basis as they come in. This question appears to have been raised before but I cannot find a definitive yes "it can be done". Could anyone please tell me, yes or no.  If the later I can stop wasting time and look at alternative crm systems. I would love not to have to do this. Thanks in advance.

    • Currency limitation when integrating Zoho CRM & Zoho Books

      Brief Video of Problem: https://www.loom.com/share/d61d1d07d0904e149d80c1901a22418e. Background ·       Our business is based in Australia and we have to have Zoho Books in AUD to comply with tax and reporting regulations in Australia. ·       We sell

    • Multi-select Lookup does not have Advanced filter options in CRM

      With much fanfare Zoho announced the advanced filter options for CRM lookup fields which was a nice addition. This feature is not available for Multi-Select lookup fields. Will it be rolled out in the next 3-6 months, considering the standard lookup filter

    • Online Assessment or any aptitude test

      This video is really helpful! I have one question — if I share an assessment form link (through email or with the application form on my career page), how does Zoho Recruit evaluate it? Can a candidate use Google or external help while taking the test,

    • Experience effortless record management in CRM For Everyone with the all-new Grid View!

      Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and

    • Unable to copy into a new document

      Whe I create a new Writer doc and attemp to copy and past I get this message. The only way to copy into a document is I duplicate an existing document, erase the text and save it under a different name and then paste the information. Not ideal. Can you

    • Agent assignment filter?

      Godo day, We are starting to play with FSM to see if it's going to work for our needs. Now so far we have found that it's very restrcitve in the field department you you have layout rules or can't even hide fields depending on the users roles. We can't

    • Add Option to Mass Dispatch by User

      Hello! We are using the dispatch console to dispatch service appointments to our service ressources. Right now, the process is our dispatcher verifies each ressource's route for the day and dispatches it after validation. Sadly, there doesn't seem to

    • Kaizen #157: Flyouts in Client Script

      Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script

    • Customize User Invites with Invitation Templates

      Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align with

    • Admin Control Over Profile Picture Visibility in Zoho One

      Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile Picture

    • Published Course Not Reflecting In Hub

      Hi! I am trying to create micro-learning courses for our team to be available for self-guided learning. I have published the courses with enrollment settings open to all users of the hub, but they don't appear to be available for enrollment. Am I missing

    • 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

    • Unlock Locked Users via Zoho One Mobile App

      Hello Zoho One Team, We have noticed that in the Zoho One web admin panel, we can unlock a locked user when needed. However, when using the Zoho One mobile app, there is no indication that a user is locked, nor is there an unlock button similar to what

    • Next Page