Zoho Books | Product updates | November 2025

Zoho Books | Product updates | November 2025

Hello users,

We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience.

Making Tax Digital for Income Tax [UK Edition]

Zoho Books now supports Making Tax Digital for Income Tax for sole traders. This feature is part of the government initiative that requires self-employed individuals with qualifying income to maintain digital records and report business income and expenses every three months, instead of filing a single annual return.
Using Zoho Books, you can record your income and expenses digitally and connect your organization directly to HMRC. Once connected, Zoho Books displays your submission obligations and quarterly deadlines so you always know when an update is due.

Transaction Locking Restrictions 

We have introduced new restrictions to Transaction Locking. If you attempt to lock an accounting period that contains transactions with negative stock, Zoho Books will prevent you from locking it. Additionally, if a sales transaction falls within the lock period but its related purchase transaction that provides the stock is dated after the lock period, Zoho Books will restrict locking. Partial unlocking is also disabled for organisations that have inventory-tracking enabled items. Furthermore, if sales transactions are already locked, Zoho Books will not allow unlocking of the corresponding purchase transactions.

Translate Email Notification Templates 

We have introduced Email Notification Template Translations. You can now manage all translations within a single email template. You can configure the preferred languages your customers or users may use under Organization Profile, and also set a preferred language for each customer on their creation page.

If a translation exists for that language, the email content will automatically load in the corresponding translated version when you send an email to the customer. You can also view and switch between available translations while sending emails. For automated workflows, emails will be sent directly in the customer’s language. If a translation is missing for a specific customer language, the system will display a warning before sending.

To configure a list of languages that your customers or users might prefer, go to Settings > Organization Settings > Organization > Profile > Click the dropdown next to Communication Languages > Select the languages that you prefer > Click Save.


To set a preferred language for a customer, go to Sales > Customers, then create or edit a customer. Enter the necessary details, click the dropdown next to Customer Language, select the preferred language, and click Save.


Record Partial Payments for Retainer Invoices [UK Edition]

Zoho Books now supports Partial Payments for Retainer Invoices. You can record partial payments against retainer invoices, and the status will automatically update to Partially Paid until the full amount is settled. All payments received for a retainer invoice can be viewed from the invoice details page, where you can modify payment amounts, issue refunds, or delete payments. You can also filter your Partially Paid Retainer Invoices on the list page of the Retainer Invoices module. Additionally, we have added the option to search for Partially Paid invoices in advanced search. 

Generate QR Code for Profit Margin Scheme Transactions [Saudi Arabia Edition]

In accordance with ZATCA guidelines, a QR code will now be generated for Profit Margin Scheme transactions that fall under Phase 1 of E-Invoicing. As required by the regulation, the VAT amount will not be included in the QR code.

Sales Receipt Support in the Customer Portal

We’ve added support for the Sales Receipt module in the Customer Portal. Your customers now view both the list and detail pages of the sales receiptsin their portal. They can also forward, download, view attachments, print, and bulk download PDFs.

To enable Sales Receipts in the Customer Portal, go to Settings > Module Settings > Customer Portal > General > Check the option Display Sales Receipts in the portal > click Save.



Zoho Inventory Add-On Updates


Introducing Simple Approval for Purchase Receives

We’ve introduced Simple Approval for Purchase Receives. Users with approval permissions can submit, approve, reject, or update the status of a Purchase Receive from both the creation and details pages. Users without approval permissions can only submit the transaction for approval. Once approved, users with create access can mark the Purchase Receive as In Transit or Received.



Enhancements to Custom Field Value Inheritance

You can also inherit custom field values in Packages (from Sales Orders), Shipments (from Packages), Sales Returns (from Sales Orders), Purchase Receives (from Purchase Orders), and Credit Notes (from Sales Returns). 

Enhancements to Custom Buttons and Related Lists

We now support custom buttons and related lists for Transfer Orders, Purchase Receives, and Sales Returns.

Enhancements to Putaway and Move Orders

Comments & history is now supported in Putaway, and you can also create custom views for both Move Orders and Putaway. Additionally, you can filter transactions by Move Orders and Putaway on the item’s details page under the Transactions tab.


Other Feature Enhancements 

  1. Now, you can track inventory for items that are either sales-only or purchase-only. Sales-only inventory-tracked items will not appear in purchase transactions, and purchase-only inventory-tracked items will not appear in sales transactions
  2. We now support exporting the current view in the Timesheet module.
  3. Validation rules can now be configured for Manual Journals.
  4. You can now customize the names for PDFs in custom modules using supported placeholders, along with optional prefixes or suffixes. 
  5. We’ve introduced bulk update support for Vendor Credits. You can now select up to 25 vendor credits from the list view and update fields such as Branch, Order Number, Date, and Notes in a single action.
  6. You can now attach the e-Way bill PDFs when you send invoices or credit notes via email.


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

    • Zoho Often Lag

      Desk Team, We've noticed that Desk, Creator & other apps seems to lag more these days. We often refresh multiple times.

    • Can't edit Segments

      Happening with 2 different Zoho One environments, in different browsers. Please fix.

    • Zoho Sheet for Desktop

      Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

    • From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View

      Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with

    • Transfer ownership of files and folders in My Folders

      People work together as a team to achieve organizational goals and objectives. In an organization, there may be situations when someone leaves unexpectedly or is no longer available. This can put their team in a difficult position, especially if there

    • Consumer Financing

      Does Zoho currently have a payment gateway (such as Stripe, Square, etc) which offers financing for customers? So, let's say the estimate we give the customer is greater than what they can afford at the time, but we can sell the service now, letting them

    • How can Data Enrichment be automatically triggered when a new Lead is created in Zoho CRM?

      Hi, I have a pipeline where a Lead is created automatically through the Zoho API and I've been trying to look for a way to automatically apply Data Enrichment on this created lead. 1) I did not find any way to do this through the Zoho API; it seems like

    • validation rules doesn't work in Blueprint when it is validated using function?

      I have tried to create a validation rule in the deal module. it works if I try to create a deal manually or if I try to update the empty field inside a deal. but when I try to update the field via the blueprint mandatory field, it seems the validation

    • Subform edits don't appear in parent record timeline?

      Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

    • Zoho CRM - Option to create Follow-Up Task

      When completing a Zoho CRM Task, it would be very helpful if there was an option to "Complete and Create Follow-Up Task" in the pop-up which appears. It could clone the task you are closing and then show it on the screen in edit mode, all the user would

    • Mandatory Field - but only at conversion

      Hello! We use Zoho CRM and there are times where the "Lead Created Date & Time" field isn't populated into a "Contractor" (Account is the default phrase i believe). Most of my lead tracking is based on reading the Lead Created field above, so it's important

    • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

      Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

    • File Upload field automatically replaces spaces with underscores – support experience

      Hi everyone, I want to share my recent experience regarding the File Upload field behavior in Zoho Creator and my interaction with the Zoho support team. When a user uploads a file, the system automatically renames the document by replacing spaces in

    • Deluge function to copy parent record file upload field to child record file upload field

      I'm stuck trying to write a deluge function that is triggered via automation in child record "Appointments," confirms if a file is in file upload "Report" field of parent "Contacts" record via Contacts lookup field "Contact_Name". If no file is in parent

    • Zoho Books Sandbox environment

      Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

    • Make panel configuration interface wider

      Hi there, The same way you changed the custom function editor's interface wider, it would be nice to be able to edit panels in pages using the full width of the screen rather than the currently max-width: 1368px. Is there a reason for having the configuration panel not taking the full width? Its impossible at this width to edit panels that have a lot of elements. Please change it to 100% so we can better edit the layouts. Thanks! B.

    • Image Compression Options

      Much better if we have level of options to compress the image [20%, 40%...] We are dealing with service reports daily that has before and after photos (image field)- the file size too large and one thing, the current limit is 10mb or 15mb for report

    • Cannot get code to work with v2.mergeAndStore!

      Please can someone help me pass subform items into a repeating mail merge table row using v2.mergeAndStore? I have a mail merge template created in Writer and stored in Workdrive. This template is referenced by a custom CRM function which merges all of

    • How to hide or archive a blog post temporarily in Zoho commerce website builder?

      I would like to temporarily hide or archive a blog post in zoho commerce website builder so that it doesnt appear on my website till I enable it again. I tried to look for this option but could not find it.  It only allows me to permanently delete a blog

    • Founders using Zoho — are you leveraging Zoho Campaigns + Zoho Social for thought leadership… or just sending emails?

      I’ve noticed something interesting in the Zoho ecosystem. Many founders use Zoho Campaigns and Zoho Social for basic marketing—newsletters, scheduled posts, and announcements. But very few are using these tools strategically to: • Position themselves

    • WATERFALL CHART IN ZOHO ANALYTICS

      Hi Team, I would like to know whether Zoho Analytics currently supports a Waterfall Chart as a built-in visualization type. If yes, could you please share the steps to create one? If not, is there any workaround or recommended method to build a Waterfall

    • How to mix different types of inputs (such as dropdown list and textbox)

      Hi, I'm creating a form called "Room Reservations" for a company. I created a "table" using "Matrix Choice". I created "Room 1", "Room 2" and "Room 3" with the "Questions". I would then like to create two columns with the "Answers", one called "Department"

    • Full Context of Zoho CRM Records for Zia in Zoho Desk for efficient AI Usage

      Hello everyone, I have a question regarding the use of Zia in Zoho Desk in combination with CRM data. Is it possible to automatically feed the complete context of a CRM record into Zia, so that it can generate automated and highly accurate responses for

    • Ability to assign Invoice Ownership through Deluge in FSM

      Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This

    • Reply to Email for SO/PO

      Hello, We are new to Zoho Books and running into an issue. Our support@ email is our integration user. When our team is sending out PO/SO's we are updating the sender email, but for some reason many of our responses are coming back to our support@ email

    • How to Convert NSF to PST Format Effortlessly? - SYSessential

      It is highly recommended to obtain the error-free solution of the SYSessential NSF to PST converter to convert NSF files from Lotus Notes. Using this professional software, it becomes easier to convert all NSF database items, including emails, journals,

    • Zoho Commerce - Poor Features Set for Blogging

      Hi Zoho Commerce team, I'm sure you will have noticed that I have been asking many questions about the Blogs feature in Commerce. I thought that it would be useful if I share my feedback in a constructive way, to highlight the areas which I feel need

    • Pass shipping info to payment gateway Zoho Books to Authorize.net

      For some reason the integration from Zoho books to Authorize.net does not pass the shipping address. Authorize.net is ready to receive it, but zoho books does not send it

    • Massive Zoho Books failure

      We have not received any communication or notification from Zoho, but we have detected that Zoho Books is not working for all our users. We cannot access or use Zoho Books. This is critical. We are trying to contact Zoho on the Spain telephone number,

    • Does the Customer “Company Name” field appear anywhere in the Zoho Books UI outside of PDFs?

      Hi everyone, I’m trying to understand how the Company Name field is actually used in Zoho Books. There is a Company Name field on the customer record, but when viewing transactions like a Sales Order in the normal UI (non-PDF view), that field doesn’t

    • Email outbox is now available in the sandbox

      Hello all! Testing emails without visibility has always been a blind spot in the sandbox. With the new Outbox, that gap is closed. You can now view and verify every email triggered from your sandbox, whether it’s through workflows, approvals, or mass

    • Zoho Desk blank screen

      opened a ticket from my email, zoho desk comes up blank, nothing loads. our receptionist also gets the same thing under her login on her computer. our sales rep also gets same thing on zoho desk at his home on a different computer. I tried clearing cache/history/cookies,

    • Looking For Recruit Developer

      Hi everyone, I am looking for a Zoho Certified Developer to assist with a development project for MetalXpert. We are building a software system designed to bridge the gap between a candidate mobile app and an employer web portal using Zoho Recruit as

    • sales IQ issue on website

      i integrated the zoho sales IQ code on the website but it is comming in distroted form i am sharing the screenshot below the website is bulit in wix platform

    • Multi-currency and Products

      One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. There

    • Deprecation of the Zoho OAuth connector

      Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connector

    • I need to know the IP address of ZOHO CRM.

      The link below is the IP address for Analytics, do you have CRM's? IP address for Analytics I would like to know the IP address of ZOHO CRM to allow communication as the API server I am developing is also run from CRM. Moderation Update: The post below

    • Important Update: Google Ads & YouTube Ads API Migration

      To maintain platform performance and align with Google's newest requirements, we are updating the Google Ads and YouTube Ads integrations by migrating from API v19 to the newer v22, before the official deprecation of v19 on February 11, 2026. Reference:

    • 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.

    • Zoho recruit's blueprint configuration is not functioning as mapped

      Current Status: Zoho Blueprint is not functioning as configured. Issue: We are moving a Candidate status in Zoho Recruit "for active file" but we encountered: "Status cannot be changed for records involved in Blueprint." This happens to various client

    • Next Page