What's New in Zoho Invoice | August - October 2024

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

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] 

NotesZoho 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.


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


      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

                                  • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

                                    Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to
                                  • Unknown table or alias 'A1'

                                    I would like to create a subquery but i am getting the following error: Unknown table or alias 'A1' used in select query. This is the sql statement:  SELECT A1.active_paying_customers, A1.active_trial_customers, A1.new_paying_signup, date(A1.date_active_customers), 
                                  • in the Zoho creator i have address field based the customer lookup im selecting the addresss , some times the customer address getting as null i want to show as blank

                                    in the Zoho creator i have address field based the customer lookup im selecting the addresss , some times the customer address getting as null ,i want to show as blank instead of showing null. input.Billing_Address.address_line_1 = ifNUll(input.Customers_Name.Address.address_line_1,"");
                                  • Question about upgrade and storage space Zoho Notebook

                                    After upgarding my Zoho Notebook plan, I am running into the following issue. I just upgraded from a free Zoho Notebook subscription to Pro Lite after I got a notification in my Window Zoho Notebook desktop app saying that I had run out of space. However,
                                  • how to add email to existing organization i w

                                    I am already registered my organization and i have an email id. I need one more email id but i can't find anywhere .i want the cheapest email id . how to add ?
                                  • add zoho account

                                    How to add a zoho mail to previous zoho account? I have two
                                  • Name changed in settings for mailbox but still not changed when typed in To field

                                    In the email account secretary@ i have updaetd the new staff members details but the old members name still appears when I type secretary@ in the To field. I cant work out where Zoho is finding the old name from. I have deleted the browser cache. If I
                                  • Printing to a brother label maker

                                    I see allot of really old unanswered posts asking how to print to a label maker from a zoho creator app. Has their been any progress on providing the capability to create a customized height & width page or print template or whatever to print labels?
                                  • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

                                    Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
                                  • Track online, in-office, and client location meetings separately with the new meeting venue option

                                    Hello everyone! We’re excited to announce meeting enhancements in Zoho CRM that bring more clarity and structure to how meetings are categorized. You can now specify the meeting venue to clearly indicate whether a meeting is being held online, at the
                                  • Calling the new 'Custom API' feature from within a Custom Widget

                                    From what I've learned it is not possible to call an endpoint from the new "Custom API" feature within a Creator Widget. The SDK's doesn't support it yet, when calling it natively you end up with CORS issues or at least I couldn't get it working even
                                  • Announcing new features in Trident for Mac (1.32.0)

                                    Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to reinforce email security and protect your inbox from evolving threats. Let’s take a quick look at what’s new. Deliver quarantined emails. Organization admins
                                  • Marketing Tip #5: Improve store speed with optimized images

                                    Slow-loading websites can turn visitors away. One of the biggest culprits? Large, uncompressed images. By optimizing your images, your store loads faster and creates a smoother shopping experience leading to higher sales. It also indirectly improves SEO.
                                  • PDF Attachment Option for Service Reports

                                    Hello Team, I would like to check with you all if there is an option to attach PDF documents to the service reports. When I try to attach a file, the system only allows the following formats: JPEG, JPG, and PNG. Could you please confirm whether PDF attachments
                                  • Zoho Browser??

                                    hai guys, this sounds awkward but can v get a ZOHO BROWSER same as zoho writer, etc. where i can browse websites @ home and continue browsing the same websites @ my office, as v have the option in Firefox, once i save and close the browser and again when i open it i will be getting the same sites. If u people r not clear with my explanation, plz let me know. Thanks, Sandeep  
                                  • SMS to customers from within Bigin

                                    Hi All, Is there anyone else crying out for Bigin SMS capability to send an SMS to customers directly from the Bigin interface? We have inbuilt telephony already with call recordings which works well. What's lacking is the ability to send and receive
                                  • Admins cannot see each others' Scheduled Reports?!

                                    Very frustrating that as an admin I cannot see what my reports my fellow admins have created and scheduled.  After asking about this on the help chat, I was told the issue is trust and security.  By giving someone Admin status, it means we trust them with those responsibilities. Please change this, it is not a good process to have to bother other users to change a report or change users within a report.
                                  • Automatically CC an address using Zoho CRM Email Templates

                                    Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our
                                  • Writer update results in BitDefender blocking it as malware

                                    After updating Writer to latest update, Bitdefender blocked the app and writer no longer runs.
                                  • Is there a way to invoke deluge function from within a widget?

                                    Hi! I have custom functions in deluge and I was wondering whether there is any way to call this function through a widget? Something like on click of a button inside a widget, run the deluge custom function. Would this be possible?
                                  • Missing Import Options

                                    Hello, do I miss something or is there no space import option inside of this application? In ClickUp, you can import from every common application. We don't want to go through every page and export them one by one. That wastes time. We want to centralize
                                  • Zoho CRM Portal Field Level Permission Issue

                                    Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for
                                  • Why am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?

                                    I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? Thanks
                                  • Custom Fonts in Zoho CRM Template Builder

                                    Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
                                  • Introducing the Zoho Projects Learning Space

                                    Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,
                                  • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                    The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update
                                  • Collaboration with customers made easy with Zoom Meeting and Zoho Desk integration

                                    Hello everyone! We are happy to announce that you can now integrate your Zoho Desk account with Zoom Meeting. The integration bridges the gap between digital communication and human connection, empowering teams to deliver timely support when it matters
                                  • CRM Canvas - Upload Attachments

                                    I am in the process of changing my screens to Canvas.  On one screen, I have tabs with related lists, one of which is attachments.  There doesn't appear to be a way to upload documents though.  Am I missing something really obvious?  Does anyone have
                                  • TrueSync regularly filling up my local disk

                                    Seems that WorkDrive's TrueSync randomly starts filling up my local hard drive space. None of the folders have been set as "Make Offline" but still it seems to randomly start making file offline. The settings of the app is so minimal and is of no real
                                  • Kaizen #194 : Trigger Client Script via Custom buttons

                                    Hello everyone! Welcome back to another interesting and useful Kaizen post. We know that Client Scripts can be triggered with Canvas buttons and we discussed this with a use case in Kaizen#180. Today, let us discuss how to trigger Client Script when a
                                  • [Webinar] A recap of Zoho Writer in 2025

                                    Hi Zoho Writer users, We're excited to announce Zoho Writer's webinar for January 2026: A recap of Zoho Writer in 2025. This webinar will provide a recap of the features and enhancements we added in 2025 to enhance your productivity. Choose your preferred
                                  • Picklist field shows "none" as default

                                    Hello, Is there an option to avoid showing "none" as the default value in a picklist field? I also don't want to see any option displayed. My expectation is to have a blank bar, and then when I display the drop-down list, I can choose whichever I wa
                                  • Stage-probability mapping feature in custom module

                                    Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?
                                  • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

                                    Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
                                  • Field Description is very small

                                    Hello, The field Description in the activity is very small. Why don't try open a new window, or a bigger popup, or increase the width of the "popup". Example:
                                  • StatusIQ

                                    Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten
                                  • In Zoho People, the Operations buttons are frequently not visible or do not appear consistently.

                                    In Zoho People, the Operations buttons are frequently not visible or do not appear consistently. We request you to please investigate and address this issue, as it is affecting daily HR operations and user access.
                                  • Marketing Tip #14: Increase cart value with product bundles

                                    Bundling products is a great way to increase average order value while giving customers more convenience. Think “camera + tripod + memory card” or “soap + lotion + bath salts.” Bundles make shopping easier and feel like a better deal. It’s a win-win for
                                  • Problem with Workdrive folders

                                    I'm having a problem a problem accessing files in a Zoho work drive folder when using the Zoho writer app. The problem folder appears grayed out in the Zoho work drive window in both the online and writer application. However I can open the folder in
                                  • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

                                    Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site
                                  • Next Page