Zoho Books | Product updates | July 2025

Zoho Books | Product updates | July 2025

Hello users,

We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience.

Introducing Plan Based Trials in Zoho Books

We have introduced plan based trials, which allow you to explore five trial plans: Standard, Professional, Premium, Elite, and Ultimate. By default, the Premium trial plan is assigned when you create an organization.

To switch the trial plan, click the organization's logo at the top right of the screen > select Change Trial Plan > Choose Plan > click Save.

Introducing a New Flow to Track Discounts on Bills under Inventory Asset

We're introducing a new flow for how discounts are managed at the line-item level in bills. Once you switch to the new flow, any discount applied to line items in a bill will be tracked under the stock account by default.default. The actual cost will be reflected in both the journal entry for the transaction and the Inventory Valuation Summary report, giving you a more accurate view of your inventory value.

Record Income TDS Without Linking It to an Invoice [India & Global Editions]

You can now record income TDS payments separately, without linking them to any specific invoice.



To record a TDS payment without linking it to an invoice, go to Sales > Invoices. Select an invoice, click the Record Payment dropdown, and choose Record Payment. Enter 0 in the Amount Received field, select Yes, TDS (Income Tax) in the Tax Deducted? field, fill in the other mandatory details, and click Record Payment. 


To record a TDS payment without linking it to an invoice from the Payments Received module, go to Sales > Payments Received. Click + New, select a Customer Name, enter 0 in the Amount Received field, fill in the other mandatory fields, and click Save.

Mark PDF Templates as Active/Inactive

You can now mark a PDF template as inactive instead of deleting it. Inactive templates cannot be associated with any modules. You can also mark the template as active later.



To mark PDF templates as inactive, go to Settings > Customization > PDF Templates. Select a module under the Templates pane, hover over the desired template, click the Settings icon, and select Mark as Inactive from the dropdown.

Configure Workflows Rules Based on Organization or Customer Time Zone

You can now configure workflow rules to execute based on either the organization’s or the customer’s time zone. For example, if your company is based in New York and has customers worldwide, you can choose to send reminders based on the customer’s local time zone. 



Note: This feature is currently supported only for the Invoices and Sales Orders modules.

WhatsApp Notification Support for Packages and Shipments

You can now configure templates to send package, shipment, and delivery details to your customers via WhatsApp. You can also check the message status from the Comments & History section.



To enable WhatsApp notifications for packages and shipments, go to Settings > Integrations & Marketplace > WhatsApp. Slide the toggle next to Package, Shipment, and Shipment Delivered. You can then create WhatsApp templates and get them approved by Meta to start sending notifications to your customers. 

 

To send a WhatsApp notification for a package that is not yet shipped, go to Sales > Packages. Select the package and click Send WhatsApp Message on the details page.

 


To send WhatsApp notifications in bulk for packages that are not yet shipped, go to Sales > Packages. Click the Filter icon, select the Not Shipped filter, choose the packages, and click the WhatsApp icon at the top of the page.

 


To send a WhatsApp notification for a shipment that has been shipped or delivered, go to Sales > Shipments. Select the shipment, click Send, and choose WhatsApp Message from the dropdown.

 

To send WhatsApp notifications in bulk for shipments that have been shipped or delivered, go to Sales > Shipments. Click the Filter icon, select the Shipped/Delivered filter, choose the shipments, and click the WhatsApp icon at the top of the page.



To provide roles with access to send WhatsApp notifications for packages and shipments, go to Settings > Users & Roles > Roles. Select a role, click More Permissions next to Package/Shipment Order, and enable the Communication option.

Introducing Sales Summary Report

We have introduced the Sales Summary Report, which provides a clear overview of your daily sales activity. The report displays the total number of invoices and sales receipts created each day. If credit notes are issued for an invoice, it also includes the number of credit notes, their amounts, and the outstanding balance. The credit note amounts are subtracted from the invoice sales and reflected in the Total Sales and Total Sales with Tax columns.



 

Sort and Limit Data Points in Report Panels

You can now sort and define the maximum number of data points to be displayed on the report panel. Sorting can be applied to X-axis and Y-axis data points. These options are available while creating or editing report panels in custom dashboards.



Set Applied On Date for Customer Payments and Credit Notes

You can now Set Applied on Date when applying Customer Advances, Excess Customer Payments, and Credit Notes to Invoices. This allows users to record the credits applied on these transactions on a future date later than the original posting dates. 

Associate Active Locations with GSTINs to Enable GST [India Edition]

Going forward, it is mandatory to associate a GSTIN with every active location to enable GST. Each active location must be either linked to a GSTIN or marked inactive before enabling tax. 

Enhancements to Record Locking

We’ve enhanced record locking and added a dedicated tab for it under Settings. You can now specify which actions and field updates are allowed or restricted after records are locked, and define who can perform these actions.



Note: This feature is supported only in Invoices, Quotes, Credit Notes, and Custom Modules.

Zoho Inventory Add-On Updates

Barcode Scanning in Picklist

Barcode scanning is now supported in Picklist. You can scan items instead of entering them manually.



Set Preferred Bin for Picklist Creation

We've introduced the Preferred Bin feature in the Picklist module. Admins can now select a specific bin for each bin-tracked item during picklist creation.



Introducing the Transfer Order Summary and Transfer Order Details Report

We’ve added two new reports to help you track transfer orders more efficiently. The Transfer Order Summary Report gives an overview of all transfer orders within a selected date range, while the Transfer Order Details Report provides item-level details for those orders.

Other Enhancements

  • We have added support for viewing sync history in the Bigin integration, making it easier to troubleshoot sync issues.
  • You can now manually enter payment numbers while importing vendor payments.
  • You can now directly send payment links via WhatsApp. 
  • You can bulk update the Revenue Recognition fields of an invoice like Revenue Recognition Type, Rule Name, Start Date, End Date, Allocation Method, Deferred Revenue Account.

 

We hope you like the new features and enhancements in Zoho Books! Take some time to explore the latest updates. We’ll be back next month with even more updates, as we continually strive to elevate your accounting experience.

You can also visit the What's New timeline for bite-sized information about our previous feature updates and enhancements. If you need any assistance, feel free to reach out at support@zohobooks.com.

 
Best regards,

The Zoho Books Team

    • Recent Topics

    • Option to Customize Career Site URL Without “/jobs/Careers”

      Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to

    • Old vs New Value for Deleted Lookup Values

      Suppose the following scenario, where a value in a lookup is deleted: 1. User has countries form 2. Form A has a lookup to countries form 3. User selects Italy in Form A and saves it with the Italy ID 4. Form A report shows Italy 5. Italy is inadvertently

    • Desktop app doesn't support notecards created on Android

      Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to

    • customize payment page

      Is there a way to customize, other than the theme colour, the payment page that customers are taken to from invoices? I can't seem to find a way. I just don't like the formatting of the current page and would like to make it look better. I've looked at

    • Are Environments Worth It?

      In concept, Environments in ZC is a great idea. I think the flow is pretty smart when you compare it to GitHub, especially for a low code audience. However, in practice, I've found it to be unpredictable, and I've only used it a few times. Aside from

    • Enhanced duplicate check for Leads in CRM

      Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This

    • Pause(1);

      I'm using scheduler to invoke an interaction via http post with an external service. The schedule code uses a for-each loop that runs so fast my external application's log files get messed-up (they are named by date-time stamp). What I'm suggesting is

    • Integration Request: Elementor

      Integrating Zoho CRM forms with Elementor, the most popular page builder on Wordpress, would be great. I use it for our site, goenergylink.com, and I have had to use Zapier webhooks to be able to connect it with Elementor. The one issue I have run into

    • Vertical images displayed as horizontal

      Some pictures that originally are in vertical position are displayed in horizontal after the upload. It seems that system rotates them by 90 degrees. How can I fix this issue?

    • Ability to Change Visibility of Published YouTube Videos

      Hi Zoho Social Team, How are you? We would like to request an enhancement in Zoho Social regarding the management of already published youtube videos. Currently, after publishing a youtube video through Zoho Social, there is no option to change its visibility

    • Adding anchor links in Zoho CRM email templates

      I know you can add anchor link in Campaigns, but I dont see the option to that in the CRM email template. Am I missing something?

    • Support “Never End” Option for Recurring Meetings in Zoho Meeting

      Hello Zoho Meeting Team, Hope you are doing well. We would like to request support for creating recurring meetings with no end date in Zoho Meeting. Currently, when scheduling a recurring meeting, Zoho Meeting requires us to select a specific end date.

    • openUrl in blueprints

      My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logically

    • Is it possible to pull the Zoho desk data into Zoho analytics in real time

      Hi - I am looking to add more dashboards and reports of Zoho Desk in analytics. I see there is a schedule to pull the data into analytics, but I'm wondering if there is an option to pull the data in real time instead of a specific interval?

    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

    • 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

    • Ability to Add YouTube Video to Playlist During Publishing

      Hi Zoho Social Team, How are you? While publishing YouTube videos through Zoho Social, we noticed that the platform currently does not allow selecting a playlist at the time of publishing. Instead, we can only add the video to a playlist after it has

    • Introducing Zoho Creator's 2025 Release Projection 2

      Hello Creators! I'm Prakash, from the Creator product management team, and today I'm delighted to unveil our next set of features as part of Release Projection 2 for 2025. With thoughtful analysis and planning, we've curated powerful new capabilities

    • Sharing Form Ownership Among Multiple Users

      I would really like the ability to share form ownership among multiple users. It's frustrating to me that if a co-worker wants to make an edit to a form, I have to transfer ownership to them. It would be great if forms could act like google forms, where multiple people can edit a form and view responses. 

    • Marketer’s Space - Ace Your Spooky-Season Marketing with Pre-designed Templates in Zoho Campaigns

      Hello marketers, Welcome back to another post in Marketer’s Space! We’re in Q4, which means that you have endless opportunities to connect with your audience, starting with Halloween campaigns! In this post, we’ll show you how to design the perfect Halloween

    • Zia expands to China with native features and DeepSeek-powered generative AI features

      Hello everyone, We are glad to support Zia native features and Zia generative AI features for our customers in China. From hereon, all AI-features in Desk will be accessible in China data center with the integration of DeepSeek generative AI model. DeepSeek

    • Email in each module

      We have a contact ,module which then has a link to customer assets which in turn the asset has a multiple link to service visits. When we link assets to customers we choose by name and it brings over the associate email via the lookup. Great feature.

    • Global Search placement in the new UI

      Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI has

    • Introducing Skill-Based Ticket Assignment

      The goal of every support team is to provide great support, and to do so as fast as they can. To make this possible, it is important that agents spend their time judiciously, especially when they're dealing with a large number of tickets of varying urgency

    • Kaizen #213 - Workflow APIs - Part 1

      Welcome to another week of Kaizen! If you have ever managed complex business processes, you know that Workflows are the quiet backbone of any well-run business process. They keep things moving; assigning owners, sending alerts, keeping deals on track,

    • Browser and address bar hide

      Hi, How i can do hide the address bar with browser headline when i am working on the sheet, because i am using (freeze panes) which i want visible for full work. For your reference here i am attached the screen shot and marked yellow lines which really

    • Cells Border

      Hi I am using Zoho Sheet on S Tab , is there any option to make all border of any cell at once. I think this is very basic which we are missing. This is available in mobile but not in tab or suggest if i am missing this function. And for Tab can you give

    • Credit Management: #2 Configuring Right Payment Terms for Credit Control

      Think about the last time you ordered something online and saw that little note at the checkout, "Pay on Delivery" or "Pay later". It's simple, but it actually sets the tone. As a business owner, you know exactly when payment is expected. Now, imagine

    • Zobot and Sales IQ

      What will happen to the Zoho Sales IQ being integrated to the website after creating the Zobot on the website too

    • Workflow workdrive rollout

      Hi! When will workflow be rolled out to all users? Thanks.

    • Help Center and SEO: Any Benefit to My Domain-Mapped Website Ranking?

      First of, I love the Help Center which I've just decided to integrate into my website to replace its old-fashioned FAQs. So much more to achieve there now! Lots of new benefits to the site visitors and to me in terms of organizing and delivering all the

    • Blueprint status change

      I want to change the Blueprint status of a workflow. The status is completed automatically when I added the record through API call. But I want to make it active, I don't see any options for this. Even if I draw transition from any stage , it is not visible

    • Support french language options

      Greetings, I want to use Zoho with the french language portal, however the supplied translation is not very good (google translate). There are many basic mistakes on the main most important sections (my requests, submit a request). Is there a way for

    • Automation #7 - Auto-update Email Content to a Ticket

      This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonly

    • filter broke my data

      I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they

    • Introducing the Workflow and Actions APIs for Zoho CRM

      We are absolutely thrilled to announce the release of Workflow APIs and Actions APIs in Zoho CRM’s v8 API suite! This powerful new set of endpoints gives developers unprecedented programmatic control over business automation. For years, Workflow Rules

    • Zoho CRM Analytics - Allow To Reorder Dashboards

      I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can go

    • Zoho Form URL displays incorrect name

      Hi, I have a form I created called "Design Request form". It displays this way everywhere I look. However, in the URL, it shows up as "DesignJobRequestFormFINAL011325PROOFV1B" and I'm not sure why. I can't find where to fix this. Does anyone have any

    • Consumers are talking about your business. Are you listening?👂

      A loyal customer might be praising your product in a forum. A frustrated user could be posting a harsh review on a public site. An excited partner may have left a comment on your campaign. A domain expert might be deconstructing your product. A prospect

    • What counts as a Temp for Billing Purposes in Workerly

      I'm considering trying this product but am not sure how the temp count is used for billing purposes. For example, if we keep a large data base of 500 potential workers.....are we billed for that or only if they are assigned to a client at a given point

    • Next Page