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

    • Time Entry Notifications

      Hi All - I have support staff who place notes of their work in the time entry section of Zoho Desk. Is there a specific workflow or setting I need to enable to have the ticket holder updated via email when an entry is saved?

    • Change text in help desk

      Hi, Please let me know how can i change the this text, see screenshot.

    • Customer happiness customisation

      Hi, I was wondering if it's possible to somehow customise to whom and when customer happiness request is sent? Can you enable it only for selected tickets for example based on workflow or any other criteria (customer name, tag or anything else)? Also

    • No Zoho Support Response in Months

      I want to say that I love Zoho FSM, Books, and CRM, but the support is scary bad. About 2-3 months ago, I emailed Zoho FSM support with two specific issues I needed help with, and I have still not received one single response. I also submitted a support

    • Has anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?

      Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. It

    • Null

      If a result is null how do I make it so that a custom error pops up instead of the default error? Can someone write an example as if I were using the script builder?

    • Format a "return" message

      Good day, Is there a way to format the message of the "return" function in CRM deluge script?

    • Change Last Name to not required in Leads

      I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

    • Having Trouble Opening The Candidate Portal

      Recently am having trouble opening the Candidate Portal. It keeps loading but cannot display any widgets. Tried Safari, Chrome and Edge. Non of them work. Please solve the problem ASAP.

    • Tip of the Week - Spot Risky Sales with Conditional Formatting

      In Zoho Analytics, small tweaks can lead to big insights. One such feature is Conditional formatting based on other columns, your key to instantly spotting where sales success is overshadowed by product returns. Our tip this week shows you how to apply

    • How do I duplicate / copy a campaign

      I am evaluation Zoho Campaigns and sent an email to one of my personal email accounts from Zoho Campaigns.  It went into my junk file in Hotmail. I want to duplicate that same (1-page) campaign and send it to another of my personal accounts to try to

    • For a Bill, can "Pay via Check" - Can we also "Pay via Check" when documenting refund for payment?

      We really like when we have a Bill in Zoho Books that we can record payment by selecting "Pay via Check" and that will cut the check for us from Zoho Books. However, when we have to write checks as a result of invoice overpayment, we can not select "Pay

    • Creator Change History: Ways to improve

      Hi Everyone, Recently been working in developing this change history(an idea from Zoho Forms) - unlike forms that you can this with a click but using Creator, we can use "old" keyword. The concept I come up with is to put the result in a table however,

    • Suitability of Zoho One (Single User License) for Multi-State GST Compliance & Cost Analysis

      Hello Zoho Team, I am an e-commerce business owner selling on platforms like Amazon, Flipkart, and Meesho, and I'm currently using their fulfillment warehouses. I have two GSTIN registrations and am planning to register for an additional 2-3 to expand

    • add employees and customiz

      I want a Zoho software to track employees record. I logged in a demo so now I tried adding employee, first thing when I click on add employee it takes me to a page where it says add user maximum 10 users, my first doubt why users I don't want employees

    • Inactive User Auto Response

      We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar

    • Zoho People Attendance Module - Split Shifts

      Hello, Our business employs a number of college students who often split their workdays between work hours and class schedules, resulting in split shifts. For example: Employee 1 works 9am to 11:30am and then leaves for class, returning to work at 3pm

    • Zoho One subscription

      we have got Zoho CRM for 3 users and we paid for the app , and we have still 9 months to go , but if we join Zoho one , does it mean the payment for that subscription would be a waste? Please help. Thanks.

    • How Zoho CRM Can Enhance Your Faucets Accessories Business Operations?

      In today's competitive market, having a reliable CRM system is crucial for managing customer relationships and streamlining business operations. For businesses in the faucets accessories niche, Zoho CRM offers powerful tools to help manage everything

    • Dashboard

      I’m currently working on a project using the Zoho IoT Cloud with an ESP32 and MQTT. I’ve successfully connected the ESP32 to Wi-Fi and MQTT, and the data from the ESP32 is displayed in the telemetry section of the cloud. However, when I try to create

    • Can i connect 2 instagram accounts to 1 brand?

      Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?

    • Zoho Forms - Improved Sub-Forms

      Hi Forms team, I'm helping a client move from JotForms to Zoho Forms and I've found another opportunity for improvement. In the below screenshot, JotForm left and Zoho Forms right. The Zoho Forms Sub-Form is quite a poor visually. There is no way to make

    • What's New in Zoho Billing | Q3 2025

      Hello everyone, We are excited to share the latest set of updates and enhancements made to Zoho Billing in Q3 2025. From the latest GST updates to multi-level discounting, Zia-powered report summaries, and customizable web forms, these updates are designed

    • How to Delete Personal Account Linked with My Mobile Number in past or by someone else

      How to Delete Account Created with My Mobile Number in past or by someone else This is creating issues in making or sync with my credentials mobile and email address..

    • WhatsApp Business Calling API

      Dear Zoho SalesIQ Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho SalesIQ. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need

    • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

      Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?

    • Marketer's Space - Going beyond basics: Smarter ecommerce marketing with Zoho Campaigns

      Hello Marketers, Welcome back to this week's Marketer's Space. In the last post, we discussed the basics of email marketing and how to get started with email marketing in ecommerce. In this part, we'll dive much deeper into some other advanced features

    • Connecting two modules - phone number

      Hi, I’d like some guidance on setting up an automation in Zoho CRM that links records between the Leads module and a custom module called Customer_Records whenever the phone numbers match. Here’s what I’m trying to achieve: When a new Lead is created

    • Zoho Marketing Automation 2.0 - Landing Page function not working

      Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me

    • Unable to use Sign "You have entereed some invalid characters"

      Unable to use Sign "You have entered some invalid characters" I do not see any invalid characters. The text in "Leave a Note" is plain text which I entered directly into the field. See attached screenshot

    • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

      Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow

    • Messages not displayed from personal LinkedIn profile

      Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,

    • "Performed changes in the query is not allowed due to following reason" when adding columns or reordering data

      I'm trying to make changes to a query but every time i try to save it i get this error message. I'm not touching the data it's flagging. All I've tried to do is reorder a couple of fields and add a new one. Why won't it let me do this? It's a core query

    • Onboard new users easily with native screen recording in Zoho Projects Plus

      Communication involving both visual and audio elements tends to capture more interest among the audience. Whenever we onboard new employees to the organization, the task of engaging them in the induction sessions, and keeping the spark going in their

    • Request to Add Support for PDF Templates and More Flexibility in Email Editor

      Hi Zoho Campaigns Team, I hope you're doing well. I wanted to share some feedback and request a few improvements in the Email Template feature of Zoho Campaigns. Right now, we can create email templates using the HTML editor, which is helpful. But we’re

    • Can you stop Custom View Cadences from un-enrolling leads?

      I'm testing Cadences for lead nurture. I have set un-enroll properties to trigger on email bounce/unsubscribe, and do NOT have a view criteria un-enroll trigger. However, help documents say that emails are automatically un-enrolled from a Cadence when

    • Zoho Desk Android and iOS app update: Agent detail overview

      Hello everyone! We’ve introduced agent detail overview on the Zoho Desk Android and iOS app update. With this feature, you can get a complete view of agent’s tickets, response times, logged hours (for both tickets and activities), customer happiness ratings

    • Blog Widget: Show recent blog posts on my homepage

      Hey there I am using the Zoho Sites Blog feature. On my homepage, on the bottom I'd like to have a featured content section where I show some of my blog posts (selected, most recent, filtered by category and so on...). It would be nice to have a blog

    • How to iterate through excel data using zoho rpa

      I wanted to iterate or loop through excel data ( datatable). How can i do that

    • Zoho Commerce

      Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not

    • Next Page