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

    • Price Managment

      I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just

    • Set Warehouse based on Vendor

      Greetings. I would like to set automaticaly the Warehouse based on the Vendor. Context: I am working on an adaptation of a Purchase Order to be used as a Quotation. I have defined that when a user has to raise a quote the Vendor will be "PROCUREMENT" I would like to set the Warehouse to a predefined value when "PROCUREMENT" is set as Vendor. I have tried to do with the Automation feature using the Field Update option, but Warehouse does not is listed as a field. Can you help? Thanks in advance.

    • How to add interviews through API

      I'm trying to add an interview without much luck. The documentation gives examples of adding just about everything except an interview. However, the issue might be the way I'm formatting it, because the documentation is unclear to me. It seems as if the xml should be passed in the url, which seems unusual. I've tried the data as both plain and character escaped, but nothing seems to work, nor do I even get an error response. https://recruit.zoho.com/recruit/private/xml/Interviews/addRecords?authtoken=***&scope=recruitapi&version=2&xmlData=<Interviews> <row

    • Auto tagging

      Some of the articles I enter into Notebook get there when I enter them in Raindrop.io and IFTTT copies the articles in Notebook. When this happens the notes are tagged but instead of useful one word tags with topic the tag pertains to the specific article

    • How do I save audio files to my PC that I record into Zoho Notebook from my phone?

      I was thinking of using Zoho Notebook as a way to store composition ideas, as well as for other things if it can handle this. For this to be useful for me though, I need to be able to have an easy way to download those audio files to my PC, either individually

    • Search mails in shared mailbox

      Hi everyone, is there a way to search mails in shared mailbox's? Search in streams or mail doesn't return anything from mails in shared mailboxes. Thanks! Rafal

    • Kaizen #186 : Client Script Support for Subforms

      Hello everyone! Welcome back to another exciting Kaizen post on Client Script! In this edition, we’re taking a closer look at Client Script Support for Subforms with the help of the following scenario. " Zylker, a manufacturing company, uses the "Orders"

    • Writing SQL Queries - After Comma Auto Suggesting Column

      When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? Anyone

    • Introducing Multiple Sandbox Types and Support for Module's Data Population

      Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone,  Sandbox in CRM is a testing environment for users to create and test new configurations like workflow

    • Convert invoice from zoho to xml with all details

      How to convert an Invoice to XML format with all details

    • Importing into the 'file upload' field

      Can you import attachments into the file upload field. I would expect it to work the same way as attachments do, But can't seem to get it to work.

    • Sync your Products Module for better context.

      In customer support, context is everything. The integration between Zoho Desk and Zoho CRM helps your sales and support teams function as one, delivering better customer experiences. With the latest update to this integration, you can now sync the Product module in your Zoho CRM with your Zoho Desk portal. This feature enables products from Zoho CRM to reflect in the "product" field in Zoho Desk. This can save your support team valuable time and effort.    Some things to note when syncing the two:

    • Where is the desktop app for Zoho Projects???

      As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where

    • CRM verify details pop-up

      Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make it

    • Does Zoho Writer have Dropdowns

      I want to add a drop down field in Zoho writer. Is this possible?

    • Optimum CRM setup for new B2B business

      Can some advise the most common way to setup Zoho CRM to handle sales for a B2B company? Specifically in how to handle inbound/outbound emails. I have spent hours researching online and can't seem to find an accepted approach, or even a tutorial. I have

    • Multiple header in the quote table???

      Hello, Is it possible in Zoho CRM to add multiple headers or sections within the Quote product table, so that when the quote is printed it shows separate sections (for example “Products” and “Services”)? To clarify, I’m asking because: This does not appear

    • openUrl in blueprints

      My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logically

    • Dropshipping Address - Does Not Show on Invoice Correctly

      When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being

    • Prepayment of a sales order

      How does everyone handle this common (at least it is common for us!) situation? We require all our orders to be fully prepaid before shipment since we manufacture made to order, custom products. Since ZOHO does not allow a sales order to be prepaid, we are forced to create an invoice at the time an order is placed to allow the customer to pay it. Our sales category is therefore skewed, since the sale was actually booked at the time an order was placed, rather then at the time it is shipped, which

    • Access to Specific Zoho Desk layout for external parties

      Hi, We have a partner who handles for us sales requests from specific markets. He is not a Zoho Desk user. But we want him to b part of a specific Zoho Desk layout to handle inquiries.  How to achieve it in the easiest way possible?

    • Deposit on a Sales Order

      Good day, 100% of my business is preorders, no inventory. I am trying to run away from QB for one of my businesses, but I require two options that I don't seem to find with Zoho Books. 1 - If there is a way to apply a deposit on a sales order, as with

    • How Does Knowledge Base Search and Article Recommendation Work?

      Hello, I would like to understand how the Knowledge Base search engine works. Specifically, does it search based on: The article title only? The full article content? Both, the article and the content? Keywords? Tags? Also, how does the system determine

    • Bulk Delete Attachments

      Is there a way to bulk delete attachments on the form entries? our storage is full and deleting files one by one is pain taking process.

    • How do I sync multiple Google calendars?

      I'm brand new to Zoho and I figured out how to sync my business Google calendar but I would also like to sync my personal Google calendar. How can I do this so that, at the very least, when I have personal engagements like doctor's appointments, I can

    • Ability to Disable System Banner Messages in Chat Flow Control

      Dear Zoho SalesIQ Team, Greetings, We would like to request an enhancement related to the system banner messages in Zoho SalesIQ chat flow control. Current Behavior: SalesIQ allows configuring various automatic banner/system messages such as: Waiting

    • How do you do ticket add ons in Backstage?

      Hi Everyone, If you wanted to have general admin tickets and allow for add ons, like camping, or car or Carbon offset. What would you do? Peace Robin

    • Idle Chat Reminders for Agent-Handled Conversations

      Dear Zoho SalesIQ Team, Greetings, We would like to request an enhancement to the Idle Chat Handling functionality in Zoho SalesIQ—specifically for chats that are handled by human agents after a bot-to-agent transfer. Current Behavior: In Zobot settings,

    • Layout Adjustment.

      Hello Latha, Hope you are doing well. I wanted to check with you about adjusting the layout columns in the Service Report from the backend, as currently there is no capability for us to customize the layout from our end. Below is the output that I am

    • Snapchat

      Are there any plans to add Snapchat to Zoho Social or is there any API that we can use to integrate into Zoho.

    • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

      Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?

    • Zoho Sign "An unexpected error occured" when clients trying to sign documents

      We are unable to have clients sign our documents. When attempting to complete the process an error appears saying "an unexpected error occured" and in the document history just shows "signing failure." We are at a complete standstill with no response

    • ¡Vuelven los Workshops Certificados de Zoho a España!

      ¡Hola usuarios de Español Zoho Community! Hace ya unos días que hemos dado la bienvenida al 2026, y promete ser un año de lo más emocionante. Y es que nos gustaría haceros nuestro particular regalo de Reyes, aunque lleguemos un poco tarde. 🎁 ¡Nos gustaría

    • Cancel Subscription

      Hi , Im want to cancel my account but without success please help me to do it

    • Deprecation Notice: OpenAI Assistants API will be shut down on August 26, 2026

      I recieved this email from openAI what does it means for us that are using the integration and what should we do? Earlier this year, we shared our plan to deprecate the Assistants API once the Responses API reached feature parity. With the launch of Conversations,

    • How to list services on quote instead of products

      I need to create a customer facing estimate that displays our services. The default quote layout only allows products to be listed. Is there a way to correct this?

    • Making an email campaign into a Template

      I used a Zoho Campaign Template to create an email. Now I want to use this email and make it a new template, but this seems to be not possible. Am I missing something?

    • Syncing calendar with Google Calendar doesn't work when events are sent to auto repeat

      Hi... The ZOHO CRM -- GOOGLE CALENDAR sync is broken. If I create a single event on either side, sync works, but if I create an event with auto repeat on either side it doesn't work. Furthermore, events created before the sync don't show up in the calendar.

    • Invoice status on write-off is "Paid" - how do I change this to "Written off"

      HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way

    • Zoho Books - France

      L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

    • Next Page