What's New in Zoho Invoice | Jan - Apr 2024

What's New in Zoho Invoice | Jan - Apr 2024

Hello everyone,
We're glad to meet you with the latest set of feature updates made to Zoho Invoice from January to April. Keep reading to learn more about them.

You'll learn more about the following feature updates: 

Safaricom M-PESA Integration [Kenya Edition]

The Safaricom M-PESA integration is now available in Zoho Invoice. You can set up the integration and receive payments in the KES currency from your customers. M-PESA is a digital mobile payments service in Kenya that lets you seamlessly process payments using e-wallets.

To set up the integration, go to Settings > Online Payments. Navigate to the Alternate Modes section and click Set up Now near Safaricom M-PESA.


Simple Calculator Support in Rate Fields
You can now perform basic calculations directly in the Rate field in transactions using parentheses ( ) and the arithmetic operators + - / *. This is helpful when you need to make quick tax deductions before entering item rates in transactions. Note that the calculations follow the BODMAS rule.

Show SAT Item Details in Transaction PDFs [Mexico Edition]
The SAT Item Code and SAT Unit Code fields can now be displayed in the item table of your transaction PDFs. You can customize how these fields will be displayed in your transaction PDFs or choose to hide them from Templates.

To access this preference, go to Settings > PDF Templates. Select a template and click the Table section. Here, you can select the SAT fields and customize them as required.


Update Your Organisation's MSME Details in Zoho Invoice [India Edition]
If your organisation is registered as an MSME, you can add its MSME details and display the MSME/Udyam Registration Number in your transaction PDFs to stay compliant with section 43B(h) of the Finance Act 2023.

The Government of India introduced the Micro, Small, and Medium Enterprises Development (MSMED) Act, 2006 aiming to promote the growth of MSMEs. Following this, as per Section 43B(h) of the Finance Act of 2023, MSME-registered businesses must receive payments within 45 days from the date of purchase to prevent tax liabilities.



Display a UPI QR Code in Invoice PDFs [India Edition]

You can now allow your customers to easily scan a UPI QR code and make payments for invoices. Note that you'll need to record received payments manually if you enable this option.

To configure a UPI QR code, go to Settings > Invoices > Invoice QR Code. Enter the required details and click Save.


Split and Record Offline Payments for Invoices
You can now split and record a single invoice payment, adding up to three split payments with different payment methods. You can do this only when recording a payment during invoice creation. This feature comes in handy when you receive offline payments for your invoices via different payment modes. 

To add a split payment, go to Invoices from the sidebar. Select the [] I have received the payment checkbox during invoice creation.


Create Organizations With ZiG As the Base Currency
You can now create organisations with ZiG (Zimbabwe Gold) as the base currency, and create transactions in ZiG for your customers in Zimbabwe. If required, Global edition organizations can change their base currency and transact in ZiG with their customers. ZiG is the newly-launched gold-based currency by the Reserve Bank of Zimbabwe.

To create a new organization, click the Organization Slider in the top band. Select Manage, and click + New Organization. Select Zimbabwe for Organization Location, and ZiG for Currency. 


Alipay Payment Method via Stripe

We've introduced Alipay as a payment method via Stripe. Alipay is a popular digital wallet that is widely used in China. You can set up Alipay and receive payments in the CNY currency. Additionally, you can also receive payments in AUD, CAD, EUR, GBP, HKD, JPY, SGD, MYR, NZD, and USD currencies based on your business's location. Note that you will need to enable this payment method in your Stripe account as well.

The Stripe integration is available in these editions: United States, United Kingdom, Canada, Australia, Global and India. 

To enable this payment method, go to Settings > Online Payments > Stripe > Advanced Settings.


Other Enhancements
VAT Exempt and Out of Scope Options for VAT [United Kingdom Edition]
If your customer's Tax Treatment is United Kingdom, you can select their VAT as either VAT Exempt or Out of Scope.


Export Delivery Challans [India Edition]
You can now export the delivery challans you've created as a single file. You can also set a password to protect the exported file, if required.




The Zoho Finance Workshop
Zoho Invoice is a part of the Zoho Finance Suite, which includes apps that help streamline business's finances and operations. Join our two-day workshop on the Zoho Finance Suite and explore an interactive line-up of product sessions, schedule one-on-ones, and more.

Visit this page for more details.



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

That's it from us for the latest product updates! We hope the latest enhancements are helpful for your business. You can also visit the What's New timeline for byte-sized information about our previous feature updates and enhancements.

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

          • Zoho Invoice: Playing Back 2023

          • 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

          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

                                  • To Do: shareable task links without login

                                    Hi! I’m using Zoho Mail and ToDo in my daily work, and I’ve run into one limitation that’s a real blocker for me. Right now, to share tasks with managers or directors, they need to have a Zoho account and be added to a group. In practice, many of them
                                  • Ability to turn off "Would you like this amount to be reflected in the Payment field?" message

                                    Team, Is there any way to turn off the message" Would you like this amount to be reflected in the Payment field?" when I make a payment? This is so annoying. This happens EVERY TIME I put an amount in the Payment Made field.
                                  • Unlock agreement intelligence with Zoho Sign's latest AI updates

                                    Hello! If you've been struggling with long, complex agreements and spending way too much time on them, here's exactly what you'll want to hear: Zoho Sign now integrates with OpenAI's ChatGPT to make agreement management smarter and simpler. Acting like
                                  • Currency abbreviations

                                    Hello, Im stuck, and need help. I need the currency fields for example, opportunity value, or total revenue, to be abbreviated, lets say for 1,000 - 1K, 1,000,000 - 1M, and so on, how should I do this?
                                  • Embed Sign Document

                                    Has anyone tried embedding a document in a webpage? I'm building a webpage (using PowerPage) and I'm trying to embed it using an iframe then I got this error: Refused to display 'https://sign.zoho.com/' in a frame because it set 'X-Frame-Options' to
                                  • Zeptomail API error 500 internal server error

                                    Hi Everyone, getting this eror continuously! Can anyone please guide around the same! Zeptomail API error 500 internal server error Best Regards
                                  • We’re transitioning from Zoho ShowTime to TrainerCentral

                                    Hello everyone, Zoho ShowTime was originally built as a training platform to serve training agencies, HR teams, and individual trainers. As the platform grew, we realized that more creators and businesses could benefit from its capabilities. That’s why
                                  • Emails Are Not Being Delivered to My Inbox

                                    Hello Zoho Support Team, I am experiencing an issue with my Zoho Mail account. The most important problem is that emails are not being delivered to my inbox. Details: My Zoho Mail address: info@coreforcelife.com What happens: I am not receiving any incoming
                                  • Radar In Focus: Track customer support metrics using Radar's static reports

                                    Hello everyone, Welcome back to the Radar In Focus series, where we explore how Radar features can add value to your business. In this episode, we're looking at Radar static reports. The help desk is filled with vast amounts of data that can be analyzed
                                  • Mail ToDo & Tasks Webhooks

                                    Our company uses Zoho ToDo inside Mail to manage our tasks. When I create a task and assign it to a team member it does not notify them unless I add a reminder via mail. I'm trying to create a webhook for when a task is created to send a cliq message
                                  • Allocating inventory to specific SO's

                                    Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could
                                  • Improved UI for a Seamless User Experience - Calls, Tasks, and Meetings

                                    Hello all, We are making UI unification across CRM so that the UI experience is seamless across the product. As part of that effort, we have made changes to the details page of activity-based module records—Meetings, Calls, and Tasks. Let's look at these
                                  • Where can I find rejected inbound mails and their reason for rejection

                                    Hi, I was recently made aware by a mailing list which I am subscribed to (ffmpeg-devel@ffmpeg.org) that my Zoho mail Mail account is rejecting some emails. If I look under Admin Panel > Security & Compliance > Quarantine > Incoming, the list there is
                                  • Refund

                                    Hi There, Please refund me asap possible, because of no support given. Thank you
                                  • تغيير عمله الدفع"Change payment currency"

                                    ما هى طريقه تغيير عمله الدفع "ما هي طريقة تغيير عملة الدفع؟"
                                  • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

                                    How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
                                  • Attention API Users: Upcoming Support for Renaming System Fields

                                    Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label properties
                                  • Zia's ability to generate and improve content extended to Desk mobile app (iOS and Android)

                                    In support, agents will have to understand customers' pain points completely to provide empathetic personalized solutions and a positive experience. However, at times, agents might find it challenging to comprehend the customer issues and connect with
                                  • BANK FEED - MAYBANK , provider from YODLEE IS NOT WORKING

                                    As per topic, the provider YODLEE is not working for the BANK FEED. It have been reported since 2023 Q3, and second report on 2023 Q4. now almost end of 2024 Q1, and coming to 2024 Q2. Malaysia Bank Maybank is NOT working. can anyone check on this issue?
                                  • Item images

                                    Can we get an "On hover" expanded image for items please ?
                                  • Free webinar—Redefining workforce security with Zoho Vault: Passwords, passkeys, and multi-factor authentication

                                    Hi everyone! Did you know that in Q2 alone, 94 million data records were leaked globally? Behind every breach is a combination of poor password habits, phishing attacks, privilege misuse, and simple human error. The fallout—including reputational damage,
                                  • Zoho Sign product updates - Q3 2025

                                    Hello everyone! Q3 was all about AI. Here's the list of features and enhancements that have gone live, along with a list of what we have in pipeline for the last quarter: AI-powered agreement management Sending documents and authenticating recipients
                                  • Zoho sites header

                                    Good day, Im stuck with this situation. I choose a template for my website creation. I have tweaked every instance of the visual editor, regarding the header, I have created created customize fonts presets... I have followed every single step. and my
                                  • 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
                                  • Quick Create needs Client Script support

                                    As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from
                                  • Kaizen #152 - Client Script Support for the new Canvas Record Forms

                                    Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
                                  • DNS set up

                                    I want to create an email with my company domain. When I tried to add new record with cloudflare it didn't work. The DNS record can't be manually added. I followed the instruction but still can't add it. Could you help?
                                  • Pocket from Mozilla is closing shop. Don’t lose your favorites . Move them to Zoho Mail Bookmarks now! 📥🔖

                                    The end of Pocket shouldn't mean the end of your important links and content. Easily import them into Zoho Mail's Bookmarks and continue right where you left off. You can bring over your entire Saves, Collections, and tags just the way they are. Bookmarks
                                  • General suggestions

                                    Hello, I've picked this forum as it is at the top of the list! :) First suggestion: A general forum for issues and comments that are not specific to a particular Zoho application. Second suggestion: Put a link on the home page to "Zoho Identity Access Manager" The first suggestion came about because I didn't know where to post the second! ;) Regards Mark
                                  • Can't upload attachments.

                                    I can't upload attachment in Zoho Mail.
                                  • Need Guidance on SPF Flattening for Zoho Mail Configuration

                                    Hi everyone, I'm hoping to get some advice on optimizing my SPF record for a Zoho Mail setup. I use Zoho Mail along with several other Zoho services, and as a result, my current SPF record has grown to include multiple include mechanisms. My Cloudflare
                                  • How use

                                    Good morning sir I tried Zoho Mail
                                  • Zoho Mail Desktop App Not Loading + Can’t Manage Multiple Accounts

                                    Hi everyone, I’ve been having ongoing issues with the Zoho Mail desktop app for the past few weeks. The app starts to load but gives up midway and never actually opens — there’s no error message, it just stops loading. The main reason I use the desktop
                                  • Error when sending emails from Zoho

                                    Hello, When trying to send an email from Zoho CRM I keep getting the below error: javax.mail.AuthenticationFailedException: 535 5.7.139 Authentication unsuccessful, the user credentials were incorrect. Any support on this will be much appreciated. Thanks,
                                  • Zoho Tables is now live in Australia & New Zealand!

                                    Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables
                                  • Not all emails from outlook365 migrated to my new zoho account

                                    I recently setup a new email address hosted by zoho. I migrated all my folders and email from my Outlook365 account to my new zoho account, but not all my emails migrated. Looks like only the past 12 months, or so, made the move. How do I get the rest
                                  • Clients not receiving emails

                                    I've been informed that my emails are not being received. Is there anything that I should look into to rectify this? Many thanks!
                                  • Max numbr of IMAP Accounts in Zoho Mail?

                                    In Zoho mail, you can manage the inboxes of other accounts using IMAP (and POP, actually) https://www.zoho.com/mail/help/external-imap-accounts.html Is there a max to the number of inboxes we can add?
                                  • Formula Fields Trouble

                                    Hi,  I can't get even a simple formula field to work and must be doing something dumb. This formula: If(Len(Trim(${Quotes.Subject}))=0,1,2) Gives the error: You used the wrong type of data in an argument. Check what you entered between the parentheses of your functions to make sure you put the right kind of data in the right place. This formula: Len(Trim(${Quotes.Subject}))=0 Gives the error: Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make
                                  • OPTED FOR STORAGE BY DESCRIPTIVE MISGUIDANCE

                                    We've opened a domain with three mail ids and payment has also been processed now the bill raised is for single use ID with additional storage capacity. Kindly request you to modify the purchase.
                                  • Next Page