What's New in Zoho Invoice | January – March 2026

What's New in Zoho Invoice | January – March 2026

Hello everyone!

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

Here's what's new this quarter:
  1. Compact Bilingual Template [GCC Editions]
  2. Tax Calculation on MRP for Tobacco Products [India Edition]
  3. Support for New Income Tax Act, 2025 in TDS/TCS [India Edition]
  4. Contact Person's Custom Fields
  5. Other Enhancements

Compact Bilingual Template [GCC Editions] 

We're excited to introduce the Compact Bilingual template, designed to maximize space efficiency while displaying fields in both languages. The new Compact Bilingual template features a spreadsheet-style layout that can display around 20 line items on a single page alongside your organization logo, invoice details, addresses, and more.

The template presents both the primary and secondary language in a side-by-side format, ensuring bilingual clarity and compliance. It also supports address format editing for organization, billing, and shipping addresses, secondary label field editing.

To use this template:
  1. Go to Settings > PDF Templates.
  2. Select the module for which you want to use this template.
  3. Click + New and hover over Compact Bilingual.
  4. Click Use This to use the template.

Tax Calculation on MRP for Tobacco Products [India Edition]

Starting February 1, 2026, GST for tobacco and other notified goods must be calculated on the printed MRP, as per Rule 31D of the CGST Rules, 2017. To support this, we've introduced Tax Calculation on MRP in Zoho Invoice.

You can now add MRP to your items and choose whether tax should be calculated on the MRP. This preference is available for items with applicable HSN codes (2401, 2402, 2403, 24041100, 24041900, 21069020). When enabled, tax is always calculated inclusive of the MRP, regardless of the transaction's calculation preference.

Points to Note:
  1. MRP and the tax calculation preference are auto-picked when adding items to transactions and can be overridden at the line-item level.
  2. Tax Calculation on MRP label appears below the line item name in PDFs.
  3. You can enable MRP in the PDF Template settings to clearly show how tax was derived.
  4. A popup is available to help you update MRP and tax preferences for existing items in bulk.
  5. Import and Export support for MRP and Tax Calculation on MRP columns is available.
To enable MRP:
  1. Go to Settings > Items.
  2. Navigate to the Field Customization tab. 
  3. Click the dropdown next to MRP and click Mark as Active.

Support for New Income Tax Act, 2025 in TDS/TCS [India Edition]

You can now create TDS and TCS rates using the new sections under the new Income Tax Act, 2025. While listing TDS sections, the equivalent old sections are also displayed as "Earlier" for easy reference. For the new act, the start date is set as April 1, 2026, while the old act (Income Tax Act, 1961) has its end date set as March 31, 2026. TDS/TCS Section Code will be displayed under the Amount Withheld field in the template for entity-level TDS.

To create a new TDS rate:
  1. Go to Settings > Direct Taxes.
  2. Select Income TDS Rates and click + New TDS Tax.
  3. Enter the required fields and click Save.
  4. Similarly, you can create TCS rates.

Contact Person's Custom Fields

You can now create custom fields for Contact Persons to capture information that aligns with your business needs. Contact Person custom fields are displayed in both the Customer and the Contact Persons sections in the customer creation page. They also appear on detail pages, list pages (customer fields only), and can be enabled for the customer portal using the Display in Portal option.

Import, Export, and Audit Trail support is available for Contact Person custom fields, along with integration mapping for Zoho Analytics, Microsoft 365/Outlook, Zoho CRM, and Bigin.

To create a contact person custom field:
  1. Go to Settings > Customers.
  2. Navigate to the Field Customization tab.
  3. Click the + New Custom Field dropdown and select Customers' Contact Person.

Other Enhancements

  1. Completed Status for Projects: You can now mark projects as Completed, making it easier to differentiate them from active projects you're currently working on.
  2. Transaction-level Discount [GCC Editions]: Discounts can now be applied at the transaction level (Discount before tax) in addition to the previously available line-item level. 
  3. Activity Logs in Projects: A dedicated Activity Logs tab is now available in the Projects module, allowing you to track and view project-related activities.

That's all for our January to March 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

    • SalesIQ Email Delivery Issues to Microsoft

      Is anyone else having delivery issues to Hotmail, Outlook, and Live inboxes when sending transcripts and replies via email from SalesIQ? We’ve detected that emails sent from SalesIQ to these accounts aren't arriving—they don’t even bounce back; they simply

    • Introducing the revamped What's New page

      Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main

    • Picklist values out-of-date in Campaigns

      Hi I use a CRM (Global) picklist set of values for my field "Connection Strength" (see screenshot 1). . I use Campaigns to follow-up and change the Connection Strength value depending on their stage. The picklist values that appear in the dropdown for

    • Multiple Pipelines

      Is it possible to create multiple candidate pipelines?

    • Insert Template not inserting

      I have been using the "Insert Template" feature for years and I use it every single working day. Yesterday it was working fine. Today, on two different browsers (Chrome and Edge), I can select "Insert Template", select the template I want to insert, but

    • Default ticket template in helpcenter

      Hello, I have a web form and a ticket template created. How can I make that my default ticket template? If an user clicks New ticket or create a ticket, I want that template to be the default one. Thank you for the time and info.

    • Zoho Books bill pay option not available with zoho one

      Why isn't Zoho Books bill pay add-on not available for Zoho one customers not even as a purchasable option. I think this is very inconvenient for companies wanting to use this feature all in one system

    • 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

    • Access images from form submission in power automate

      Images from form submission show up as links in power automate. How do I access the image data?

    • Need help to evaluate if Commerce is good for me

      Hi, I just want to quickly check if Zoho Commerce can fulfill my needs. Here is what I am looking for: - Multi-vendor plateform : We will be 3-4 different farms that will offer similar products (ex. tomatoes) to few selected customers (retaurants). All

    • Can't access google from toppings menu

      So... When I click the manage button in toppings, nothing happens. it won't let me access the settings.

    • Smart Feature Compatibility Indicators for CRM Field

      Zoho CRM offers a wide range of field types and advanced customization options. However, several field types have feature-specific limitations that are currently documented only in help articles. For example, while configuring a Rich Text field, admins

    • Ask the Experts: A Live Q&A Session

      Session Closed We've locked this post as the session has ended. We'll see you again in the next session! We’re back with another exciting edition of the Ask the Experts series, this time exclusively for our Zoho Recruit users from the USA & Canada regions!

    • T&C acceptance gate before estimate Accept, with audit trail

      We had to settle a Florida small-claims case in 2025 because we couldn't prove our customer was bound to the venue clause in our Terms & Conditions. The estimate footer mentioned the T&Cs, and Zoho Books logged the customer's IP and timestamp when they

    • Best sales insights for target accounts?

      Question for all the sales power-users out there: I would like to gain insights from Zoho CRM for a rotating list of target accounts. Each Outside Salesperson has 5 target accounts, and they can change these targets quarterly with management approval.

    • Contract to payment flow

      Hi everyone, I’m trying to set up a contract-to-payment flow and want to avoid duplicating invoices or customers in Zoho Books. The flow should be: contract generated from CRM, sent via Zoho Sign, client signs, deposit is paid, and the invoice should

    • Zoho Books | Product updates | May 2026

      Hello users, We're back with the latest updates and enhancements we've rolled out in Zoho Books. From sales tax automation to scanning receipts for free, explore the updates designed to upgrade your bookkeeping experience. Sales Tax Automation [US & Canada

    • Show backordered items on packing slip

      Is it possible to show a column on the Packing Slip that shows number of backordered items when a PO is only partially filled? I would also like to see the Backordered column appear on POs after you receive items if you didn't get ALL of the items or partial amounts of items. And lastly, it would be nice to have the option of turning on the Backordered column for invoices if you only invoice for a partial order. -Tom

    • Control Fields on Mobile App

      On the mobile app, how do we control which fields appear on the screen for records that have a related list? In the example below I want the Inspection Stage and Inspection Type fields to appear, not the record owner (Dev Admin). I changed the Inspections

    • 预期结果 实际结果 "zmverify.zoho.com" "zmverify.zoho.com."

      My domain is tenmokucup.com, I have a TXT record, but verification failed，Please help me, my TXT record is "zoho-verification=zb03390953.zmverify.zoho.com", I have added to DNS. You can confirm it. 预期结果 实际结果 "zmverify.zoho.com" "zmverify.zoho.com."

    • Adding options in the salutation drop down list (Books)

      Hello,  I am a new user still in the trial phase so I apologize if I have missed this. I did search the knowledge base and community first. I need to add a "Mr and Mrs" option in the salutation drop down options in Books. I have tried to find the edit

    • Zoho Desk - Event Calendar View

      Hi Desk team, Are there any plans to introduce a calendar or timeline view for Events in Zoho Desk? It would be very helpful if we could see Events visually in a calendar and/or timeline. This is very helpful when desk side support activities need to

    • Google Drive shared folder

      My deluge script has stopped working, no longer collecting files from Google Drive - have these connections finally been deprecated ?? They seem to be active but errors occur when updating them ?

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

    • Journal Entries Do Not Show Multiple Entries to the Same Account

      Another basic accounting function that Books ... Accountants sometimes write journal entries, debiting and/or crediting the same account in the same entry. This is due to the need to record specific activity in an account when we pull reports especially

    • How to setup pricing in Zoho

      Hi everyone, I am relatively new here and have just moved from my old inventory system to the Zoho one. I am trying to get my head around how it all works. I am mostly setup connected to a shopify store, but I do manual sales also For manual invoicing,

    • Work Orders / Bundle Requests

      Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of

    • Windows agent 2026_M06 release notes

      Agent Version: 2026.03.19.0 Release date: 21 April, 2026 Major Enhancement: Connect as Individual Active users allowing you to connect to the same computer as different users in different tabs. Internal tool implementation to check for vulnerability in

    • Windows agent 2026_M05 release notes

      Agent Version: 111.0.3.335 Release date: 25 March, 2026 Major Enhancement: Quick Support feature compatibility code released. Code refactoring and removal of old code. Minor Enhancement: Updates to trackpad functionalities during remote session. Calendar

    • Windows agent 2026_M04 release notes

      Agent Version: 111.0.3.334 Release date: 10 March, 2026 Agent stickiness on multiple Windows Desktops to avoid confusion. Various other bug fixes and performance improvements.

    • Notes - Reaction Buttons

      Using the native notes option within CRM is fine, it works and the RTF features are great, however, would it be possible - if there isnt already something in place, where we can add a reactions button, similar to teams/whatsapp to show that its been read

    • Can't add my domain to Zoho zeptomail because of error code DE_150

      Hello there, I'm trying to add my domain to ZeptoMail but it's rejected I checked the network tab and I'm getting { "error": { "code": "TM_3601", "details": [ { "code": "DE_150", "message": "Antispam validation failed for your domain in Accounts." } ],

    • Proforma Invoice

      Is there an option to create proforma and advance invoices in professional

    • Rename system-defined labels in Zoho CRM

      Renaming system-defined labels is now available across all DCs. Hello everyone, Zoho CRM includes predefined system fields across modules to support essential CRM operations. Until now, the labels of these fields were fixed and could not be edited from

    • Windows agent 2026_M03 release notes

      Agent Version: 111.0.3.333 Release date: 19 February, 2026 Event Viewer Windows agent code release. Optimised the unattended agent uninstallation process to properly cleanup residual files and registry entries to prevent registry orphans.

    • Windows agent 2026_M02 release notes

      Agent Version: 111.0.3.332 Release date: 11 February, 2026 Code refactoring and removing of old unused code to optimise performance in specific versions of Windows Operating System.

    • Windows agent 2026_M01 release notes

      Agent Version: 111.0.3.331 Release date: 09 February, 2026 Enhancements and updates for improved Video Codec performance and stabler video rendering. Refactored legacy code for optimised performance with legacy devices. Upgrades to monitoring protocols

    • how to fix this error as soon as possible?

      how to fix this error as soon as possible? i have purchased it for monthly at 59₹ paid for an annum please let me know how to fix this issue as this one is urgent Server error: Message failed: 550 5.4.6 Unusual sending activity detected. Please try after

    • Transaction Rule Matching

      Q1. Is there a method to have the Transaction Rules applied across multiple Bank Accounts? Q2. To match "contains" text in Transaction Rules, is a wildcard or regular expression required? Is it case sensitive? Would searching for "issue" in the following

    • Native QuickBooks integration for Zoho CRM: Connecting sales and finance

      Greetings, I hope all of you are doing well. We're excited to announce Zoho CRM's integration with QuickBooks Web, which is designed to synchronize your CRM data with your QuickBooks accounting records and bridge the gap between sales and finance. This

    • Next Page