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

    • Convert an Existing Single Item into an Item with Variants

      Hello Zoho Team, Introducing variants is a great addition to Zoho Inventory. However, we would like to request an option to convert an existing single item into an item with variants. For example, Item A initially comes in only one colour, so we create

    • inventory removal at packing list or shipment.

      currently our system is set to remove inventory at invoice. This is creating an inventory nightmare? Is it possible to change the settings to remove the item from inventory at either the packing slip stage or shipping the item.

    • 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

    • Zoho Desk API modifiedTimeRange returns HTTP 500 around 2026-03-08T02:00:00.000Z

      Hello Zoho Support Team, We are experiencing a reproducible HTTP 500 Internal Server Error when querying the Zoho Desk API search endpoint with a specific modifiedTimeRange boundary. ### API Endpoint GET /api/v1/tickets/search ### Reproduction Steps &

    • Allow Email Attachments to Be Opened Directly in Zoho CRM

      Hi all, It would be very helpful if attachments linked to an email in Zoho CRM could be clicked and opened directly from the email preview. Currently, the attachment names are displayed, but the experience of viewing them is unnecessarily limited. Users

    • GEO and Zoho Desk

      Has anyone done anything with GEO (generative engine optimization) and zoho desk KB? Are there any plans from Zoho on adding the ability in inject GEO scripts in KB Articles?

    • How to add custom lookup-type field to meeting module form in Zoho CRM

      We need to have a lookup field to a custom module's record in Zoho CRM. But it appears that look-up fields are not enabled in Meetings/Events module in Zoho CRM. How do I design/implement a custom look-up type field that will lookup records from custom

    • AI-Powered Automation for Repetitive Tasks

      Incorporating AI into Zoho People can streamline and automate repetitive administrative tasks, boosting productivity and efficiency. Automate Data Entry: Use AI to auto-capture and input data from emails and forms, reducing errors. Schedule Management:

    • Rotate an Image in Workdrive Image Editor

      I don't know if I'm just missing something, but my team needs a way to rotate images in Workdrive and save them at that new orientation. For example one of our ground crew members will take photos of job sites vertically (9:16) on his phone and upload

    • [IDEA] Bring Layout - Conditional Rules and Client Scripts to Zoho Books

      The problem We run Zoho Books with two e-invoicing integrations: myData (Greek tax authority, AADE) and PEPPOL (EU e-invoicing). Between the two, our Invoice form carries a large number of custom fields — document type codes, VAT exemption categories,

    • Last four Digit field in Zoho Payment Received

      One of our client's payment received doc has Notes, Last four digit and Transaction ID fields set, I couldn't find api parameter for these fields in the documentation... when I checked the site, it's not custom fields as well. where do i find it, any

    • Automatically remove commas

      Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom

    • Show my cost or profit while creating estimate

      Hi, While creating estimate it becomes very important to know exact profit or purchased price of the products at one side just for our reference so we can decide whether we can offer better disc or not .

    • Cash Flow Forecast Dashboard in Zoho Reports

      I am exploring the capabilities of Zoho Reports and created a simplified Cash Flow Dashboard - http://db.zoho.com/ZDBDataSheetView.cc?DBID=97137000000016024 This is just a sample of the useful financial information for small businesses that can be created with this powerful business intelligence tool from Zoho.

    • Admin Logging in as another User

      How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early

    • Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview

      Hello everyone, Availability: This feature is now available for all users. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built to guide our teams through form-filling by showing the right information to the

    • Lookups and Custom Modules

      I created a Custom Module that I'm calling "Item Purchasing Group". This module will store information for groups of Items that must be purchased together (including minimum overall quantities and/or values, etc.). This will have a one-to-many relationship

    • can't access zoho account

      I can't log in to my zoho account, can you help me

    • Auto sync Photo storage

      Hello I am new to Zoho Workdrive and was wondering if the is a way of automatically syncing photos on my Android phone to my workdrive as want to move away from Google? Thanks

    • Has anyone integrated Zoho with Go High Level (GHL)? Looking for guidance

      Hi everyone, I’m exploring the possibility of integrating Zoho applications with Go High Level (GHL) and wanted to check if anyone in the community has experience with this. Specifically, I’m interested in understanding: Whether a direct integration is

    • Updating Unit Code for New Item Creation, Quote and Invoicing is so inconvenient

      The Zoho Team has implemented many updates, but these updates should be optional. Before rolling out any new feature, they should already have a solution in place that allows users to remove or disable it if they choose not to use it. Just yesterday,

    • Item/service subtotal

      Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature

    • Set Custom Icon for Custom Modules in new Zoho CRM UI

    • I want to prefill CRM Account information using the GSTIN of the Customer

      Currently i need to add account details manually in zoho crm and when it syncs in zoho books manual working needs to be done. Whereas in zoho books i can prefill the customer details using the GSTIN which is great feature. Can the same be enabled for

    • #5 Is This Actually The Right Tool For Me?

      Day 5: Before Meera brought six months of business history into Zoho Invoice, she stopped and asked herself a very sensible question: Is this actually the right tool for me? It is much easier to ask that now than after moving all your data. The Usual

    • Timesheet entry and comment on the actual timesheet

      Dear madam/sir, It would be really helpful if we could add an option to comment on a specific timesheet entry, after the employee logs a time-log. Would that be possible in the future? Or can you suggest another way to do this?

    • OpenAI Is Moving to the Responses API: Here's What It Means for SalesIQ

      OpenAI has deprecated its Assistants API and is moving to the Responses API. If you're using OpenAI Assistants with SalesIQ, you may be wondering if you need to make any changes to your existing setup. You don't. SalesIQ has already taken care of the

    • Need Native Support for docx files in Zoho Writer

      Absolutely love Zoho Writer, but often need to share files by email with people who are in the Office ecosystem. Downloading a file as docx, then sending it by email, getting the comments back, converting it to Zoho format, editing it, then converting

    • CRM integration issues

      hi Just start testing Campaigns. Read up on up on these issues but can not find an answer. I am super admin. 1) its only showing 1002 contacts, I have a 2500 plan which is confirmed in dashboard. I says it sync'd 1400. I've looked at missing contacts,

    • What's New in Zoho Expense: Integrated Business Travel and AI-Powered Expense Management

      This release brings a wide range of updates across Zoho Expense, including new AI-powered capabilities, enhancements to corporate cards, expense management, audits, and more. Keep reading to know how the new updates can transform your travel and expense

    • ChatGPT Plugin / MCP Server auth error

      Hi all I'm trying to connect the ChatGPT plugin for Zoho CRM but after username stage of the auth process, I get this error from the URL https://mcp.zoho.eu/mcp-client/ {"error_description":"Invalid request url, Request is not as per defined in oauth

    • Project Management Platforms for AI Agents: What Matters Most?

      Zoho Projects is already going beyond basic AI assistance with MCP, AI Bridge, and integrations that let AI models access project data and perform actions. That raises an interesting question: what should a project management platform for AI agents actually

    • Sync workdrive feature inside ZohoCRM

      Hi, I'm exploring the new workdrive/ZohoCRM connector released by Zoho to replace the free extension workdriveforCRM which is decomissioned https://marketplace.zoho.com/app/crm/zoho-workdrive-for-zoho-crm I'm rather upset with this long awaited feature,

    • Adding Custom Status Options in Work Order Action Menu

      Hello FSM Team, We would like to inquire if it is possible to add more custom options in the Work Order action/status dropdown (e.g., Cancel, Terminate, Non-Billable, Void, etc.). Currently, the available options are limited, and we are unable to customize

    • MTA - BAD IP reputation by outlook/hotmail

      Messages to Microsoft email servers are bouncing back due to poor reputation. Message: 4.7.650 The mail server [136.143.188.206] has been temporarily rate limited due to IP reputation. For e-mail delivery information see https://postmaster.live.com (S775)

    • Timesheet Task Icons

      In the image below which shows the task field drop down when creating a timesheet against a project and task. What do the icons mean the the right side column against each task? I can't find any documentation or guide that explains what the no entry sign,

    • Open Records in a New Browser Tab

      Hi FSM Team, Just a suggestion: It would be helpful to have a right-click → Open in New Tab option in FSM, similar to CRM. This should ideally work for any clickable record or module, allowing users to open multiple records in separate tabs without losing

    • Facturation électronique 2026 - obligation dès le 1er septembre 2026

      Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,

    • Marketing Tip #18: Make your online store mobile-friendly to improve traffic

      Most online shoppers browse on their phones first. If your store is hard to read, slow to load, or tricky to navigate on mobile, they’ll bounce fast. A mobile-friendly store doesn’t just look nice; it improves engagement, reduces drop-offs, and helps

    • Cannot add note to record on mobile

      In the latest version of the mobile app - if a record already has notes associated with it - you can add a note via the mobile app - if a record does not have previous notes there is no way to add a new one - it allows me only to send email

    • Next Page