What's New this June 2020 in Zoho Invoice?

What's New this June 2020 in Zoho Invoice?

Hello, everyone!

Time seems to have flown by so fast and we're already halfway through the year. Though times are tough, we’ve been working as usual to bring out the best new features for you and fine-tune our existing functions. Here's what's awaiting you this month in Zoho Invoice.

Create price lists with Volume Pricing

Does your business offer discounts for bulk orders? We have introduced Volume Pricing, using which you can now set price breaks for items depending on the quantity sold. You can create a price list with volume pricing, and set custom rates for different quantity brackets.

Here's how you can do this:
  • Go to Price Lists > Click + New Price List.
  • Select Enter the rate individually for each item.
  • Select Volume Pricing as the Pricing Scheme.
  • Enter an item's quantity range along with a custom rate for it. You can also update the ranges in bulk.
  • Click Save.
Now, you can apply this price list on the line items of a transaction. The item's price will be adjusted depending on the quantity entered. If there is no matching range for the given quantity, the item's default rate will be applied. Read more.

Note: You can create up to 10 such ranges for each item.



Set permissions for custom fields based on user roles

At times, you might not want all your users to have access to certain custom fields. For example, you might want the custom fields related to sales to be accessible only by the sales team. This can now be done in Zoho Invoice as access to custom fields can be restricted based on a user's role. You can choose to hide the field or provide the user with read-only access.

To do this: Go to Settings > Preferences > Select the desired module > Go to Field Customization > Hover over the required custom field > Click the dropdown icon > Select Configure Access > Configure access for the different roles > Click Save.



Generate the Receivable Summary & Receivable Details reports

Get a complete picture of your receivables in one place by generating the Receivable Summary and Receivable Details report. The Receivable Summary report provides an overview of all your invoices and credit notes. You can customize this report by grouping transactions based on the customer name, due date, custom fields, and more.



The Receivable Details report gives you a rundown of your invoices and credit notes along with their line item details such as item name, quantity, and price. You can also customize this report by grouping transactions based on the transaction number, item name, custom fields, and more.



To generate these reports: Go to Reports > Receivables > Select Receivable Summary or Receivable Details.

Send an SMS for outstanding customer balance

You can now remind your customers about their outstanding balance by sending them an SMS notification with the payment amount. Once you enable this option, you can click Notify via SMS on the Customer Overview page to send an SMS to that customer. You can also choose a text message from the three SMS templates that are available.

To enable this: Go to Settings > SMS Notifications > SMS Templates > Enable it for Customer Balance.



Create custom buttons and links for more modules

Custom buttons and links are now available for recurring invoices, recurring expenses, and payments received. You can create custom buttons and links according to your requirements to accelerate your invoicing process with the click of a button.

Recommend Zoho Invoice and earn

Love using Zoho Invoice and want to recommend it to others? You can now do this right from the app and also turn a profit from it! Once you refer Zoho Invoice to a friend and they start using it, you will get 15% of their subscription payment as Zoho Wallet credits. Click the referral icon () in the top band of the app to learn more about it.

You can also suggest Zoho Invoice to your customers. You can configure this option in Settings > Preferences > Branding.

Do let us know your thoughts on these features in the comments below. Don't forget to checkout our full list of updates in the release notes. If you have any questions or suggestions, feel free to write to our support team at support@zohoinvoice.com.

Regards,
Lavanya
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

                                  • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

                                    I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very
                                  • Base Currency Adjustment Reversal

                                    Two questions surrounding the base currency adjustments (BCA). I recently ported over from QB so I need to enter the base currency adjustments. In QB, it will calculate the BCA for you at the end of the year and then reverse it at the top of the following year. Makes sense. Does Zohobooks not do this as well? I created a BCA for Dec 31, 2016 but no reversing entry was made Jan 1, 2017. Am I supposed to manually do a reversal? I'm not even allowed to post journals directly to the 'exchange gain loss'
                                  • Please implement UAE Central Bank FX rates

                                    Hello, as I understand from your knowledge base, any UAE business account created from September 15, 2018 does not have foreign exchange rates fetched automatically. This is a serious inconvenience and I am not sure why ZOHO has not looked into the ways
                                  • Unable to enable tax checkboxes

                                    Hi Zoho Commerce Support, I'm writing to report an issue I'm having with the tax settings in my Zoho Commerce store. I've created several tax rates under Settings > Taxes, but all of them appear with the checkbox disabled. When I try to enable a checkbox,
                                  • Search Records returning different values than actually present

                                    Hey! I have this following line in my deluge script: accountSearch = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:" + rsid + ")",1,200,{"cvid":864868001088693817}); info "Account search size: " + accountSearch.size(); listOfAccounts = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:"
                                  • Making digital signatures accessible to all: Introducing accessibility controls in Zoho Sign

                                    Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will go
                                  • Super Admin Access to All Courses and Spaces in Zoho Learn

                                    Dear Zoho Learn Team, We hope this message finds you well. We are using Zoho Learn extensively for internal and agent training. While managing our courses and spaces, we encountered a significant limitation regarding admin access and course management.
                                  • Print checks for owner's draw

                                    Hi.  Can I use Zoho check printing for draws to Owner's Equity?  This may be a specific case of the missing Pay expenses via Check feature.  If it's not available, are there plans to add this feature?
                                  • [New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

                                    [Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call
                                  • Revenue Management: #10 Common Mistakes while Recognizing Revenue

                                    We are at the end of the series on Revenue Management, covering how different businesses recognise revenue. Even with clear standards like ASC 606 and IFRS 15 in practice, businesses often struggle with the nuances of revenue recognition. Especially growing
                                  • 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
                                  • integarting attachments from crm to creator

                                    when i tried to integrate pdf attachments from crm to creator via deluge i am getting this error {"code":2945,"description":"UPLOAD_RULE_NOT_CONFIGURED"} the code i used is attachments = zoho.crm.getRelatedRecords("Attachments","Sales_Orders",203489100020279XXX8);
                                  • Search Option

                                    🚫 Current Limitation: As of now (September 2025), Zoho FSM lacks a global search functionality, which makes it difficult to quickly: Find specific Work Orders by number or keyword Search for customer records or contact info Locate assets, jobs, or service
                                  • Mobile Chat Window - Full Screen

                                    Hello, The mobile chat window takes up the full screen, which is highly confusing for most customers! Using a desktop machine, I see the same happens when reducing the browser width to 800px or below. This suggests that it responsive web design, causing the switch to full screen. Can we fix this very annoying behaviour ourselves using a custom css file? If so, can you please let me know how? Thanks
                                  • Is it possible to customize ZC Themes?

                                    I understand you can choose a layout and customize Brand Color, App Header, Menu, and Sub-Menu components, but can you override some of the default theme settings with CSS or a config file? For example, - Table highlight color - Listview auto filter highlight
                                  • Is it possible to create Custom function-based Lookup field in Zoho CRM

                                    Is it possible to create a custom function-based lookup field in Zoho CRM? If so, how? Use case: Need to fetch users from Zoho Projects into a dropdown field in Zoho CRM.
                                  • @mention in comments no notification

                                    Hi, hope someone can help. When we @mention someone in the comments in Zoho Creator, how is that user notifed as we don't get anything on email or in the app notifications. 
                                  • Zoho unified inbox

                                    The new changes have definitely improved things for switching between accounts.  But zoho still desperately needs a unified inbox.  It sucks to have to enter filters and folders for each and every inbox.  This seems like such a simple thing, i wonder why Zoho hasn't done it?
                                  • Add "Running Balance" column to Account Transaction Reports

                                    Hello, Currently Zoho Account Transaction Reports give you the opening balance, then lists the transactions, then provides the closing balance.  It would be great if you could add a column on the far right that shows the "Running Balance" on the account after each transaction.  There are many times when analyzing or tie-ing out transactions that this would be very helpful.  I currently have to frequently run a tape on my adding machine to get balance totals after a specific transaction on the list.
                                  • IMAP Server not responding.

                                    Trying to connect a phone via IMAP and getting "imap.zoho.com not responding." Is the server down, for maintenance or otherwise? I've tried this on two different devices and got the same error on both.
                                  • Unified customer portal login

                                    As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that
                                  • WhatsApp Channels in Zoho Campaigns

                                    Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.
                                  • error : Object code : 6500

                                    b3 = map(); b3.put("name", "Test Project Name"); updateprojects2 = invokeurl [ url :"https://projectsapi.zoho.eu/restapi/portal/era0130/projects/169495000000928007/" type :PUT parameters: b3 connection:"in2" ]; info b3 ; info updateprojects2; ------------
                                  • How to book GST paid in zoho books

                                    hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharth
                                  • I got unknown charge from Zoho

                                    Good day, I need help disputing a charge I don't know from, zoho. I have ZohoMail and ZeptoMail. I purchase credits for ZeptoMail, and for ZohoMail I am not subcribed.
                                  • How can I see content of system generated mails from zBooks?

                                    System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.
                                  • Function 56: Automatically enable the option for customers to pay via bank account

                                    Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment tracking
                                  • Attach Files to Your Notecards and share them on the go!

                                    Hey everyone! We’re excited to share a feature many of you have been asking for — you can now attach files directly to your text notecards and share with ease! 🙌 This update was built with your feedback in mind, especially for those who wanted a simple
                                  • Can i connect 2 instagram accounts to 1 brand?

                                    Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?
                                  • Workdrive on Android - Gallery Photo Backups

                                    Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma
                                  • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

                                    Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias
                                  • How to add a % Growth column for year-over-year comparison (2024 vs 2025)

                                    Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,
                                  • How to searchByCriteria records that are under approval?

                                    I need to search for both approved and pending approval records Is that possible with this method? Or I need to a different method? var priceReqID = $Page.record_id; log(priceReqID); var records = ZDK.Apps.CRM.Price_List_Item.searchByCriteria("Price_Request:equals:"
                                  • How to add Simple Analytics to Zoho Pages?

                                    I have a website with Zoho Pages, how do I add Simple Analytics on it? They seem to have code they need to be embedded https://docs.simpleanalytics.com/script
                                  • End Date in Zoho Bookings

                                    When I give my appointments a 30 minutes time I would expect the software not to even show the End Time.  But it actually makes the user pick an End Time.  Did I just miss a setting?  
                                  • Cant seem to delete an email account

                                    Hello, I have researching for 4 days how to delete an email account and I am absolutely without a clue. The email account I am trying to delete is support<AT>fyshoes<dot>com. It's the first email account I made and it (is???) was associated with the super user (me). I have since changed it to adming<AT>fychoes<dot>com and I see the support email in my list but I just cant seem to get rid of it. Ultimately I want to associate that email account with another user that I want to add. This is really
                                  • Commerce Order as Invoice instead of Sales Order?

                                    I need a purchase made on my Commerce Site to result in an Invoice for services instead of a Sales Order that will be pushed to Books. My customers don't pay until I after I add some details to their transaction. Can I change the settings to make this
                                  • Import data into Multi-Select lookup field from CSV/Excel

                                    How to import data into a multi-select lookup field from the CSV/Excel Sheet? Let's say I have an Accounts multi-select lookup field in the Deals module and I want to import the Deals with Accounts field. Steps:- 1. Create/edit a multi-select lookup field
                                  • 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:
                                  • Script that deletes a record?

                                    We're using WP Plugin "Integration for WooCommerce and Zoho Pro", and have created a couple of Feeds to send data to Zoho. We are trying to create Contact records, but only based upon condition. Tried to make it with small Deluge function and Workflow,
                                  • Next Page