What's New in Zoho Invoice - Q2 2023

Hello everyone,

We've added a bunch of updates to improve your invoicing experience – a new report, discount preferences, a new edition for mobile apps, and more. Here's what's new:

Customer Balance Summary Report

The Customer Balance Summary Report helps you keep track of the payments you are yet to receive (Closing Balance) from your customers. To access this report, go to the Reports module and select Customer Balance Summary under Receivables.

Default System Preference for Tax Rounding (Global Edition)

Previously, when choosing to sell items at tax-inclusive or exclusive rates, the rounded- off tax amount could either be calculated only at the line-item or transaction-level. The new Default System Preference option offers a hybrid approach to this, where the rounded-off tax amount will be calculated at the line-item level for tax-inclusive items and at the transaction-level for tax-exclusive items.

Flat Discounts on Tax Inclusive Items

You can now apply flat discounts for tax-inclusive items when you've configured discounts to be applied before tax. This provides greater flexibility over percentage-only discounts, especially when an item's value is high.

Mobile Updates

We've introduced a dedicated edition of the app for Kenya.
You can change the order in which line items are displayed while creating transactions. (iOS)
The Sales Receipts module is now supported in the Android app. (Global edition)

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

That sums it up for now. You can visit the What's New timeline for a full list of previous updates. Feel free to share your thoughts in the comments below. For any assistance, reach out to us at support@zohoinvoice.com and we'll get back to you.

Best regards,

The Zoho Invoice Team

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