Charting the 2025 Voyage: Zoho Invoice's Year in Review

Charting the 2025 Voyage: Zoho Invoice's Year in Review

2025 has been a year of progress, productivity, and purposeful growth for Zoho Invoice. From expanding into new regions to refining everyday workflows, each update was designed to help businesses stay compliant, get paid faster, and work with confidence. Join us as we look back at the milestones that shaped our journey this year.


Launching the Singapore Edition 

This year, we launched the Singapore Edition of Zoho Invoice, tailored to meet local tax and compliance needs. Businesses can now:
  1. Create IRAS-compliant GST invoices.
  2. Apply withholding tax and TDS.
  3. Generate detailed tax reports.
  4. Accept payments via PayNow through Stripe, enabling customers to pay in SGD by scanning a QR code using supported banking apps.
With this launch, Zoho Invoice enables faster, compliant, and more convenient invoicing for Singapore businesses.



As we wrap up the year, we’re excited to share the enhancements that made your invoicing faster and more efficient.

Scan Items in Invoices

Quickly scan items directly into line items, and if an item is scanned multiple times, its quantity updates automatically. 

Share Invoices through WhatsApp

You can now send invoice details to your customers directly from the Invoices module using your personal WhatsApp account. This keeps communication personal, direct, and hassle-free.

Apply Available Credits From Credit Notes

Managing credits is now simpler. Zoho Invoice lets you apply available credits to invoices right from credit notes. Use the Apply to Invoices button in the credit note details page to apply partial or full credits to the selected invoices.

This year, we gave you more control over your PDF templates to make your documents look exactly the way you want.

Page Number Customization

We’ve enhanced page number options in your PDFs. You can now choose from three formats: Numeric, Page X / Y, or Page X of Y. Need a custom format? Select Custom and use placeholders like ${CurrentPageNumber} and ${TotalPages}. You can also adjust the page number position to Right, Left, or Center for the perfect layout.

Mark PDF Templates As Active or Inactive

Instead of deleting PDF templates you don’t often use, you can now mark them as Inactive. Inactive templates won’t be associated with any modules, but you can reactivate them whenever needed.

Customize PDF File Names

You can now customize file names using supported placeholders or your own prefixes and suffixes. You can also choose from predefined naming templates, making file management easier.

We rolled out tax-related enhancements to help you stay compliant across regions and simplify tax setup.

Income TCS Settings under Direct Taxes [India Edition]

Zoho Invoice now lets you create, edit, and view TCS rates under Direct Taxes in Settings. You can also see the number of associated transactions by clicking the View Associated Entities dropdown next to each Income TCS rate.

GST 2.0 Rate Rationalization [India Edition]

To help smooth the transition to GST 2.0, we added in-app support for updating GST rates based on HSN/SAC codes. A dashboard banner shows a preview of the changes before migration, and you can download updated data in XLSX format for reference.

Bulk Validate HSN/SAC Codes [India Edition]

To simplify GST compliance, you can now correct invalid HSN/SAC codes for the current return period or a selected date range via HSN Summary of GSTR-1. The new HSN/SAC Update History section in the GST Filing dashboard helps you track validations and updated transactions.

Create Local Taxes [Mexico Edition]

You can now create taxes governed by State and Municipal authorities, separate from the Federal SAT. These local taxes can be applied as transfer (Taxes) or retention (TDS), depending on your transaction needs.

This year, we enhanced Settings to help you manage security, customer access, and communication more effectively.

Multi-Factor Authentication (MFA) in the Customer Portal

We enhanced the security of your customers’ accounts by introducing MFA in the Customer Portal. Admins of organizations can now make MFA mandatory, requiring customers to use a Time-Based One-Time Password (TOTP) in addition to their login credentials. This adds an extra layer of protection while keeping login simple and secure.

Sales Receipt Support in the Customer Portal

Your customers can now view and manage Sales Receipts directly in the Customer Portal. They can also forward, download, view attachments, print, and bulk download PDFs.

Send Payment Receipt PDFs Along With Payment Thank-You Emails

After completing an online payment, your customers will now receive payment receipt PDFs in the thank-you email, giving instant confirmation and reducing manual follow-ups.

We made improvements in reports to help you analyze data more effectively with clearer summaries, better exports, and enhanced view options.

Enhanced Export Preferences

Exporting reports just got better! You can now name exported files, display column headers on each page, and organize data across pages based on the Group By field for better readability.

Organization Logo in Reports

Add your organization’s logo to PDF exports and prints. Place it in the header or use the watermark option, adjusting its position, size, and intensity to give your reports a professional touch.

New Summary View in Reports

We added a summary view for Receivables reports. When grouping is applied, you can now see the total value of each group without showing individual transactions, making it easier to get a quick overview.

We introduced various other improvements across Zoho Invoice to make your day-to-day workflows smoother and more intuitive.

Leave Organization

You can now leave an organization from the Manage Organizations page. Admins who have enabled any integrations in the organization will need to disable them before leaving. 

Pin Columns in List Pages

Keep important data in sight! You can now pin up to 2 columns on list pages which have more than 8 columns for smooth horizontal scrolling.

New Language Support: Filipino and Bahasa Melayu

Zoho Invoice now supports Filipino and Bahasa Melayu. Update your language preferences under Settings > Organization Profile, with changes reflecting in the Customer Portal as well.

Custom Views for Sales Receipts

You can now create custom views for the Sales Receipts module by selecting which columns to display, making it easier to track and manage your data.

  1. Out-of-scope and Non-GST Supply tax options are now supported in the India edition.
  2. Tax Override is now available on the edit pages of invoices, recurring invoices, and credit notes.
  3. Items, delivery challans, and credit notes have been updated with a cleaner design and improved functionality.

  1. Our app is fully optimized for iOS 26, with a refreshed interface featuring liquid glass effects, rounded corners, floating tab bars, and more.
  2. Generate invoices using voice commands.
  3. Easily add items by scanning barcodes.
  4. Collect payments with Tap to Pay by integrating Stripe in Singapore.

  1. Detect invoice details automatically from screenshots.
  2. Share invoices as cards instead of plain links when sending via WhatsApp.
  3. Collect payments with Tap to Pay by integrating Stripe in Singapore.


1. Communication is essential in today's business world and Zoho Invoice has been a valuable asset in helping my sole proprietorship on that front. Once set up, it's really quick to create estimates, send invoices, and share statement summaries with my customers for review, improving efficiency.
Derrik
    General Contractor, Derrik Reno's

2. Zoho Invoice has been a valuable addition to our business operations. It simplifies our invoicing process, enables efficient project-wise payment tracking, and provides clear financial visibility. Overall, it has proven to be a reliable and efficient solution for our invoicing needs.
Vinodh Jeevanantham
    Founder, Incroft Solutions

3. I like how intuitive and scalable Zoho Invoice is for entry level small businesses and their customer service has been very responsive whenever I needed help. It's not AI driven, but real people answering my questions quickly!
David Anderson
    Owner, Cobco Cabinets LLC




Celebrating MSMEs: Our #WallOfInspiration Campaign

To celebrate MSME Day, we rolled out the #WallOfInspiration campaign with Zoho Invoice, creating a space for businesses to share their lessons, affirmations, and defining moments from their journey. The campaign brought together voices from across the MSME community, sparking inspiration, shared learning, and meaningful conversations. A big thank you to everyone who participated and made this initiative truly impactful!


2025 was a year of expansion, refinement, and resilience, and this voyage is far from over. As we step into the new year, we remain committed to building tools that help small businesses stay compliant, get paid faster, and grow with confidence.

Thank you for being part of the Zoho Invoice voyage. We look forward to continuing this journey with you in the year ahead. Happy New Year!

      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • Charting the 2025 Voyage: Zoho Invoice's Year in Review

            2025 has been a year of progress, productivity, and purposeful growth for Zoho Invoice. From expanding into new regions to refining everyday workflows, each update was designed to help businesses stay compliant, get paid faster, and work with confidence.

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Learner transcript Challenges.

                                    Currently i am working on a Learner Transcript app for my employer using Zoho Creator. The app is expected to accept assessment inputs from tutors, go through an approval process and upon call up, displays all assessments associated with a learner in
                                  • Client and Vendor Portal

                                    Some clients like keeping tabs on the developments and hence would like to be notified of the progress. Continuous updates can be tedious and time-consuming. Zoho Sprints has now introduced a Client and Vendor Portal where you can add client users and
                                  • What's new in Zoho Sheet: Simplify data entry and collaboration

                                    Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally
                                  • #7 Tip of the week: Delegating approvals in Zoho People

                                    With Zoho People, absences need not keep employees waiting with their approval requests. When you are not available at work, you can delegate approvals that come your way to your fellow workmate and let them take care of your approvals temporarily. Learn more!
                                  • Admin Tip: Manage sub-domain emails using sub-domain stripping

                                    As an admin, you may need separate domains for different departments such as sales, support, and marketing. While this approach offers flexibility, creating and managing multiple domains can quickly become overwhelming, especially since each domain requires
                                  • Bring Zoho Shifts Capabilities into Zoho People Shift Module

                                    Hello Zoho People Product Team, After a deep review of the Zoho People Shift module and a direct comparison with Zoho Shifts, we would like to raise a feature request and serious concern regarding the current state of shift management in Zoho People.
                                  • Quick Copy Column Name

                                    Please add the ability to quickly copy the name of a column in a Table or Query View. When you right-click the column there should be an option to copy the name, or if you left-click the column and use the Ctrl+C keyboard shortcut it should copy the
                                  • Ability to Edit YouTube Video Title, Description & Thumbnail After Publishing

                                    Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing the
                                  • How do I remove a data source from Zoho Analytics?

                                    I am unable to find a delte option on a datasource that i put in the system as an error. On teh web it refers to a setup icon but I do not see that on my interface?
                                  • Add Employee Availability Functionality to Zoho People Shift Module

                                    Hello Zoho People Product Team, Greetings and hope you are doing well. We would like to submit a feature request to enhance the Zoho People Shift module by adding employee availability management, similar to the functionality available in Zoho Shifts.
                                  • Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

                                    Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass
                                  • Really want the field "Company" in the activities module!

                                    Hi team! Something we are really missing is able to see the field Company when working in the activities module. We have a lot of tasks and need to see what company it's related to. It's really annoying to not be able to see it.🙈 Thx!
                                  • Delay in rendering Zoho Recruit - Careers in the ZappyWorks

                                    I click on the Careers link (https://zappyworks.zohorecruit.com/jobs/Careers) on the ZappyWorks website expecting to see the job openings. The site redirects me to Zoho Recruit, but after the redirect, the page just stays blank for several seconds. I'm
                                  • Is Desk Down?

                                    Across department - always an error. [Status Mode] - error [Table View and the rest] - working
                                  • We Asked, Zoho Delivered: The New Early Access Program is Here

                                    For years, the Zoho Creator community has requested a more transparent and participatory approach to beta testing and feature previews. Today, I'm thrilled to highlight that Zoho has delivered exactly what we asked for with the launch of the Early Access
                                  • Can the Product Image on the Quote Template be enlarged

                                    Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks
                                  • How do I change the wording of the tile of SignForm?

                                    When my user opens a SignForm url, the title that is presented is always "SignForm signer Information" and a form is displayed asking for the username and email address. This can be confusing to the end user. How can I change the title at least (Or at
                                  • How to link tickets to a Vendor/Vendor Contact (not Customer) for Accounting Department?

                                    Hi all, We’re configuring our Accounting department to handle tickets from both customers and vendors (our independent contractors). Right now, ticket association seems to be built around linking a ticket to a Customer / Customer Contact, but for vendor-originated
                                  • Problem with CRM Connection not Refreshing Token

                                    I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to
                                  • Automatic Matching from Bank Statements / Feeds

                                    Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
                                  • Clone Recurring Expenses

                                    Our bookkeeping practices make extensive use of the "clone" feature for bills, expenses, invoices, etc. This cuts down significantly on both the amount of typing that needs to be done manually and, more importantly, the mental overhead of choosing the
                                  • Unify Overlapping Functionalities Across Zoho Products

                                    Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,
                                  • Automation #7 - Auto-update Email Content to a Ticket

                                    This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonly
                                  • Ticket to article and Ticket to template

                                    Hello! I would like to know if it is possible (and how) to do the following actions: 1. To generate an article from a ticket (reply + original message) 2. Easy convert an answer to an email template
                                  • Is there API Doc for Zoho Survey?

                                    Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than
                                  • Windows Desktop App - request to add minimization/startup options

                                    Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus
                                  • Creating Parent Child relationship in Accounts

                                    We have customers with multiple locations, I setup the HQ as an account, then I setup the different sites marking the HQ as the parent to that location. If I then do a Deal for one of the locations, is there a way to show by looking at the parent account
                                  • Kaizen #225 - Making Query-based Custom Related Lists Actionable with Lookups and Links

                                    Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss an exciting enhancement in Queries in Zoho CRM. In Kaizen #190, we discussed how Queries bridge gaps where native related lists fall short and power custom related
                                  • WebDAV / FTP / SFTP protocols for syncing

                                    I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful
                                  • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

                                    Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage
                                  • Non-responsive views in Mobile Browser (iPad)

                                    Has anyone noticed that the creator applications when viewed in a mobile browser (iPad) lost its responsiveness? It now appears very small font size and need to zoom into to read contents. Obviously this make use by field staff quite difficult. This is not at all a good move, as lots of my users are depending on accessing the app in mobile devices (iPads), and very challenging and frustrating. 
                                  • [Free Webinar] Learning Table Series - AI-Enhanced Logistics Management in Zoho Creator

                                    Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About Learning Table Series Learning Table Series is a free, 45-60
                                  • Customizable UI components in pages | Theme builder

                                    Anyone know when these roadmap items are scheduled for release? They were originally scheduled for Q4 2025. https://www.zoho.com/creator/product-roadmap.html
                                  • Feature Request - Set Default Values for Meetings

                                    Hi Zoho CRM Team, I would be very useful if we could set default values for meeting parameters. For example, if you always wanted Reminder 1 Day before. Currently you need to remember to choose it for every meeting. Also being able to use merge tags to
                                  • Analytics <-> Invoice Connection DELETED by Zoho

                                    Hi All, I am reaching out today because of a big issue we have at the moment with Zoho Analytics and Zoho Invoice. Our organization relies on Zoho Analytics for most of our reporting (operationnal teams). A few days ago we observed a sync issue with the
                                  • How to use Rollup Summary in a Formula Field?

                                    I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible
                                  • Zoho Creator to Zoho CRM Images

                                    Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there
                                  • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

                                    Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
                                  • Error Logs / Failure logs for Client Scripts Functions

                                    Hi Team, While we are implementing client scripts for the automation, it is working fine in few accounts but not working for others. So, it would be great if we can have error Logs for client scripts also just like custom functions. Is there any way that
                                  • Automate pushing Zoho CRM backups into Zoho WorkDrive

                                    Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They
                                  • Next Page