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 charges from your customers automatically. This is available for Indian Mastercard and Visa cards and is facilitated using e-mandates, a digital payment service introduced by the Reserve Bank of India.

TDS Override for Transactions (Global Edition)

We've introduced a preference that allows you to edit the system generated TDS amount in transactions. To enable this go to Settings > Taxes > Tax Settings.

Import Customers with Duplicate Names

You can now import customers who have the same display name as the customers that already exist in your organization. This can also be helpful when the import file contains multiple customers with the same display name. To enable this, go to Settings > Preferences > Customers and select Add duplicates as new customers while importing customers.

Correction Invoice (Germany Edition)

In Germany, once an invoice has been sent to the customer, it must not be edited or deleted. To handle this, we have introduced cancellation of the invoice you want to edit/delete and a subsequent correction invoice that can be created. This correction invoice will serve as a record of changes made to the original invoice.

This feature is available for the Germany edition by default, however, if you are in the Global edition with your Business Location set as Germany, you must write to support@zohoinvoice.com to try it out, as it is still in Early Access.

Redirect URL After Saving a Payment Method

You can now direct your customers to a specific URL after requesting their payment information. You can use it to direct customers to your own website, or even the Customer Portal.

Prevent Duplicate Payments

In situations where customers make invoice payments via ACH or direct debit, the payment will be in the Pending status until it has been processed. So, there's a chance for your customers to initiate another (duplicate) payment during this time. To prevent this, go to Settings > Customer Portal and check the Prevent Duplicate Payments option.

New Payment Modes for the Stripe Integration

We have introduced three new payment modes for the Stripe payment gateway to collect payments in Europe:

Giropay

Bancontact

Sofort

iOS Updates

We have incorporated various enhancements introduced by Apple in the Zoho Invoice app for iOS 17 and iPadOS 17. Read more about this update in our blog post.

When collecting charges for invoices, you can now use your customers' previously associated card and bank accounts, instead of adding them newly.

You can now switch between different email templates while sending emails.

Bug fixes and improvements.

Windows Updates

Create and edit the PDF templates of your transactions.

Bug fixes and improvements.

We update our mobile apps regularly, so visit the App Store, Google Play, or Microsoft Store to ensure you're on the latest version.

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This concludes our updates for now. You can visit the What's New timeline for a full list of previous updates. Feel free to share your thoughts in the comments below. For any assistance, reach out to us at support@zohoinvoice.com and we'll get back to you.

Best regards,
The Zoho Invoice Team