What's New in Zoho Invoice | August - October 2024

What's New in Zoho Invoice | August - October 2024

Hello everyone!

We're excited to bring you the latest set of features and enhancements made to Zoho Invoice from August to October. 

In this, you'll learn more about the following features:
Unveiling South Africa Edition of Zoho Invoice

We're excited to unveil our latest edition of Zoho Invoice, packed with new features and enhancements tailored to meet your invoicing needs where we've introduced features like VAT, HSN codes. You can also add items as capital assets and apply domestic reverse charge to transactions. If you are an existing customer, you can easily migrate from the Global edition to the South Africa edition using our Edition Migration Tool. 



Introducing Zoho Payments for Zoho Invoice [US & India Edition] 

NotesZoho Payments is available in India and on early access in the US.
Zoho Payments, our unified online payment solution, can be configured in Zoho Invoice to collect payments seamlessly from your customers. You can collect payments securely using multiple payment methods such as cards and net banking. You can get payouts daily, ensuring smoother transactions for your business and customers. Learn more here


Income TDS Settings under Direct Taxes [India Edition]  
Zoho Invoice now allows you to select your income TDS preferences such as applying TDS at the line item or transaction level in Direct Taxes under Settings. You can also view and manage your organization's income TDS rates.  Additionally, you can also view the number of associated transactions in View Associated Entities by clicking the dropdown next to the Income TDS rate.

Here's how to select your income TDS preferences:
  • Go to Settings > Direct Taxes > Income TDS Settings. 
  • Select At Transaction Level or At Line Item Level under Apply TDS. 
  • Click Save.


Associate an Applicable Period for TDS Rates [India Edition]
Zoho Invoice now allows you to set a Start Date and an End Date for the existing TDS rates. Since the Income Tax Department of India regularly updates TDS rates, this will help you update them as mandated by the Government. Once the applicable period expires, you won't be able to associate that TDS rate in transactions. Instead, you can create a new TDS rate with the new applicable period. 

Here's how to associate an applicable period for TDS rates:
  • Go to Settings > Direct Taxes > Income TDS Rates. 
  • Click + New TDS Tax. 
  • Select the Start Date and End Date under Applicable Period. 
  • Click Save.


Assign Company ID to Customers [Global Edition]
We've introduced the Company ID field in the Customer module. Here, you can enter a company’s unique identification number when creating a new customer. This can be helpful in countries like France where businesses or organizations are identified by a unique 9-digit number SIREN. You can add the SIREN number as a Company ID when you create a customer with a SIREN ID. You have to customize the Billing Address Format in the PDF template for the company ID to appear in the transactions such as invoices, quotes, and sales receipts.

Here's how:
  • Go to Settings > PDF Templates > Invoices. 
  • Select a template and click Edit. In Transaction Details, click Billing Address Format under Customer Details. 
  • Click Configure. 
  • Click the dropdown next to Insert Placeholders and select Company ID.


Enhanced Keyboard Navigation for Accessibility  
We've added a new Navigate To feature in Zoho Invoice to enhance navigation for users relying on the keyboard or other assistive technologies for navigation and accessibility.

This feature allows users to jump to the main content, left sidebar, and top bar of the page directly. For example, if you want to navigate to the Total Receivables section in the Dashboard of your Zoho Invoice organization, you can select Main Content from the Navigate To dropdown and skip navigating all through the headers and sidebar.

You can activate this feature using the shortcut (Option/Alt + 0) and navigate using the tab and Enter key.


Bulk Export Invoices as ZIP  
You can now export multiple invoices as individual PDF files within a single ZIP file. You can export up to 50 invoices in each ZIP file if there's at least one invoice that is generated using custom templates. You can export up to 100 invoices in each ZIP file if the invoices are not generated using custom templates. 

Here's how to bulk export invoices as ZIP: 
  • Go to Invoices and select the invoices that you want to export. 
  • Click the ZIP icon at the top.

Other Enhancements
  • We've added a new format to the currency where apostrophe is used as a thousands separator and the dot is used as a decimal separator. This format is commonly used in Switzerland as a thousands and decimal separator. You can apply this while editing the base currency in the Format field.
  • We've added a new 'Filter' field in the Advanced Search feature. You can now perform advanced search by applying the filter based on both default and custom filters.

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

    • When creating Sales Order / Estimate via API, the line item Tax Code does not get pulled in.

      I'm creating Sales Orders via API from CRM but it does not pull in the "Tax Code" I've read within the forums that this should be done automatically but it's not happening. Not sure if it's a bug or by design? Anybody else know? Should we be adding the

    • Chart showing schedule

      I want to be able to create a chart for everyday to check and which of which driver is available on the timeframe. Here's my table Name City Day Start Time End Time Driver1 Medicine Hat Monday 11:45 AM 4:45 PM Driver 2 Medicine Hat Tuesday 11:00 AM 7:00

    • Quais são os maiores desafios que você enfrenta ao implementar o Zoho CRM?

      Olá, pessoal da comunidade Zoho Brasil! Sou parceiro autorizado da Zoho e, ao longo do tempo, tenho notado que cada implementação de CRM traz desafios únicos, dependendo do segmento de negócio, das metas da empresa e até da familiaridade da equipe com

    • 2025 Just Got More Exciting for Developers!

      Hello, Greetings to the Zoho Books Community! As we step into the New Year, we're thrilled to roll out something truly special for our Zoho Finance enthusiasts – the "Zoho Finance Developer" Community! This is your exclusive space to connect with fellow

    • Error in executing On user input script

      I'm having problems with this  this script : ; Tipo_list=List(); Tipo_rec = Tabla_factores[Periodo == input.Periodo_anos.toLong()]; Tipo_list.addAll(Tipo_rec.Clase_credito.getall()); for each Clase_credito in Tipo_list { Tipo_credito:ui.add(Clase_credito) } Error in executing On User Input script of Periodo en años. Error. Error in executing Fetch Record task. Unable to fetch Tabla_factores and update variable Tipo_rec. Error in evaluating the criteria : Error. Error evaluating NUMERIC expression

    • sync data from outside of zoho plateform

      hii team , i am creating a platform using zoho platform, i want to sync the data from out side of the platform like people-soft, but i am not able to sync the data , if it is possible , then suggest me how can i do it , i want to sync data from other

    • How to add a Data Updated As Of: dynamically in text?

      I need to add a "Data Updated As Of" in the dashboard to show when was the last date the data was updated. I tried to create a widget but it does not look really good, see below. Is there a way I can do this through the text widget and update it automatically

    • Automate search in customer list and easilly initiate email

      Hello and happy new year ! I have a customer list with name, telephone, emails and some criterias like location, type of customer, etc. I want to search that form to extract part of it, for example all customers that have a location of "Québec city" and

    • "Select All" item in the context menu

      In the Client on Android, there is a “Select all” item in the note’s context menu. There is no such item in the PC client. Can it be added in future versions of the client?

    • Syncing Leave Calendar With Shared Google Calendar Does Not Remove Canceled Leaves

      Our organization has each employee sync their Leaves calendar with a shared Google calendar, but am I right that if an employee cancels a Leave in Zoho that it will not be removed automatically from the shared Google calendar through the same sync m

    • Is it possible to display formulas in cells instead of calculated results?

      I want to export my Zoho sheet as tab separated text without losing the formulas. In excel, I would use the settings Options - Advanced - show formulas in cells instead of their calculated results then save as tab separated values. How do I do this in

    • Creator Simplified #11: Create a custom button to download files

      Hey there! This time, let's see how to create custom buttons to download the files uploaded in the file upload field. Sample use-case A training app has a module that provides the materials for all the available courses. Students can click on the corresponding

    • Batch Tracking Enhancements In Zoho Inventory

      Hello users, We’re excited to announce that we’ve taken batch tracking to a whole new level in Zoho Inventory! We’ve made it more accessible and easier to use than ever. Here’s a quick look at the improvements: 1) A New Way To Create or Modify Batches

    • Zoho Desk Mobile App Year-End Roundup - 2024

      Hello Everyone, Greetings! As you gear up for the festive season, we are excited to share a quick journey into all that is released in 2024! Availability of each feature in iOS and Android released in 2024 are as follows: For more information on the above

    • Task Completion vs Estimated Time

      I need to represent the Estimated Date vs Actual Completion Date for multiple Tasks. How Can I Do this in Zoho Analytics.

    • Upload Field - cannot be checked in rules configuration.

      We wanted to create a process to verify whether the upload fields are empty or not. If empty, then it should deny during submission. We don't want to use the mandatory field setting because in a 10 pager form, some upload field located in page 1 will

    • Chat function not working properly

      Ever since upgrading to plus, the chat is all messed up. it is coming up behind the web page so that I cannot see what I'm typing and cannot read replies. I can only see the bottom of the text box at the bottom of the page, and then it is blocked. I've

    • Wrong Time on Exported Records

      Hello, All records in my exported Notes .csv file have the incorrect time for Created Time. They are all 8 hours ahead. I've already verified that my time zone is correct in both Personal Settings and Company Settings. Is there any way to fix this?

    • Sync workspace - table

      I have connected two workspaces and I have imported two different query tables from one workspace to the other one, that was a succes. But now I want to import another query table from the same workspace to the other but I get an error. Why is that? (there

    • Subir o Preço Unitário já acrescido de um valor

      To com um desafio grande, e se alguém conseguir me ajudar, seria ótimo! O que eu preciso é que o na hora de adicionar um item no subformulário dos itens cotados do módulo Orçamentos, o preço de lista do item venha acrescido de 20% automaticamente e de

    • Ring in the New Year with Guided Conversations for Smooth Offline Support

      As we step into the new year, it’s time to refocus, re-energize, and gear up for fresh opportunities. But what about your customers as they begin the year with their own set of challenges or queries to resolve? With Zoho Desk’s Guided Conversations (GC),

    • Exploring SalesIQ's Top Features of 2024: An Insider's Look 🔍

      As we wrap up another year at Zoho SalesIQ, it's time to reflect on how far we've come. This year has been incredible for us in our journey to build a more powerful, flexible, and customer-centric engagement platform. We've introduced several features

    • updateTask Zoho Connect API

      When I do POST request by https://connect.zoho.com/pulse/api/updateTask with parameters scopeID, taskId, title, status and with header Zoho-oauthtoken, I got next response: {'updateTask': {'reason': 'You are not authorized to do this action.', 'result':

    • Can Creator integrate with a CRM Sandbox

      zoho & Creator Noob -  I would like to build a Creator App and integrate it to the CRM Sandbox.  Then, when I have the bugs worked out integrate it to the production CRM account.  Can Creator do this ?  I built a test Creator App and integrated it to the CRM in a test zoho account fairly easily.  

    • Allow Multiple Scheduled Appointments with Zoho Support

      Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when scheduling

    • Zia Call Intelligence only up 10 License

      I have been trying to install Call Intelligence for two days now, but strangely, the button is missing at this point. The documentation could be better, but most importantly, someone should inform small businesses like us that they don’t even bother enabling

    • Accrue Leave by Hours Worked?

      My locality (Michigan, US) has enacted a law that requires that 1 hour of sick leave be accrued for every 30 hours worked. I cannot see how to implement this policy in Zoho People. There does not appear to be a mechanism for accruing leave proportional

    • Fixed assets recording

      Hello there, I recorded a bill for a vendor contain (Computer) so the PC is a fixed assets, do I need to do a manual journal to include this PC under the fixed assets category (furniture & equipment)? If yes, please take me through the manual journal

    • error in importing customers

      get this error message while importing customers, there is no column for COUNTRY CODE in sample excel file

    • Workflow Based on Manual Journal

      Manual journal entries are one of the few areas that cannot kick off a workflow automation in Zoho Books currently. I would propose considering adding that. My use case is that the payroll provider I use (a flavor of SurePayroll) has a Zoho Books automation

    • Digest Décembre - Un résumé de ce qui s'est passé le mois dernier sur Community

      Bonjour chers utilisateurs, Toute l'équipe Zoho france vous souhaite une année remplie de joie, de réussite et de prospérité. Alors que nous débutons cette nouvelle année avec des projets innovants, des astuces, des produits et bien d'autres choses encore,

    • New Year Wishes to the Zoho Finance Developer Community!

      Hello developers, Happy New Year! As we step into 2025, we wish you a journey filled with growth, success, and exciting opportunities ahead. We’re thrilled to announce that we have something exciting in store for you. Welcome to the Zoho Finance Developer

    • Button Display Conditions

      Hi Guys, Is it at all possible to have extra button conditions? Context: We have data in our deals module which has a custom button which converts the deal into contacts + set up relationships between them. At the end of the conversion we set a field

    • Ayuda con zoho creator x zoho Crm

      Hola a todos, Estoy teniendo dificultades al sincronizar datos entre Zoho Creator y Zoho CRM. Mi objetivo es lo siguiente: Busque un registro en el módulo Contactsde Zoho CRM utilizando el correo electrónico del registro de Zoho Creator. Si se encuentra

    • How to Replace an Assessment in a Job Opening on Zoho Recruit

      Hi everyone, I’m currently using Zoho Recruit and would like to replace the assessment linked to a specific job opening. I want to remove the existing assessment and add a new one. What is the best way to do this without losing any important data or affecting

    • Fixed asset management

      I want to know if there is any individual module for fixed assets management

    • Input GST Reversal for damaged goods

      In our line of business, some items are damaged and we are doing inventory adjustments to remove them from stock. However, as per GST guidelines, there is a specific rule that we have to reverse Input GST availed for such items and needs to be reported

    • Introducing Record Summary: smarter insights at your fingertips

      Hello everyone, Building on the recent launch of Zoho's in-house Zia Large Language Model (Zia LLM)—a major milestone in Zoho CRM’s AI capabilities—we’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia LLM to simplify

    • No longer get Cliq notifications on phone if app not started

      On Android, I used to get notifications on my phone whether I was in the app, or it was started. Then about a month ago, I stopped seeing notifications on my phone UNLESS I had already started the app. So if I reboot my phone, and never start the app,

    • Error AS101 when adding new email alias

      Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

    • Next Page