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
  
• Introducing Zoho Payments for Zoho Invoice [US & India Edition] 
• Income TDS Settings under Direct Taxes [India Edition]
• Associate an Applicable Period for TDS Rates [India Edition]
• Assign Company ID to Customers [Global Edition]
• Enhanced Keyboard Navigation for Accessibility
• Bulk Export Invoices as ZIP

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] 

Zoho 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.
  

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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

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