What's New this March 2021 in Zoho Invoice?

What's New this March 2021 in Zoho Invoice?

Hello, everyone!

The latest updates to Zoho Invoice range from a separate module for developers, to advanced analytics right within the Reports module. Read on to discover all the new features we've added in the past month.

Developer Space

We've added a dedicated space for developers, to provide them with a single place to access and monitor developer-focused information like API usage. We've also moved Connections to the Developer Space. You can access it from Settings. More developer options are coming your way, so stay tuned.



The new API Usage Dashboard within Developer Space helps you keep track of the number of API calls made from Zoho Invoice. This dashboard lists the API usage for the day; the top 5 sources of API usage based on parameters like applications, IP addresses, and modules; the API usage over the last 30 days; and more. This data can help you plan your API usage in Zoho Invoice efficiently.

To access this module: Go to Settings > Developer Space > API Usage.



Discounts in Price Lists

You can now set predefined discounts for each item in Price Lists, in addition to setting custom item rates. This discount percentage will be applied to the custom rate set for each item in a price list. You can use the Update in Bulk option to apply discounts to multiple items in a Price List at once.

Note: This Discount field will be available only if you've chosen to provide discounts at the line item level in Settings > Preferences > General.



DLT Registration & SMS Template Customization (India)

The TRAI (Telecom Regulatory Authority of India) has revised the rules for sending bulk SMS in India in order to reduce spam. To comply with the new rules, you'll have to register with any DLT operator to send SMS notifications to your customers. Once you register, you can enter in Zoho Invoice the Template ID and SMS Template that was approved in the DLT platform. This will allow you to customize the SMS notifications you send to customers. Learn more.

Note: If you fail to register with DLT by 15 March, 2021, SMS notifications will be sent with Zoho branding and predefined templates.


Advanced Analytics within the Reports Module

If you've integrated Zoho Invoice with Zoho Analytics, you can now view an Advanced Analytics tab within the Reports module. Here, all the dashboards you've created in Zoho Analytics will be displayed, so you can get more insights on your business health without leaving Zoho Invoice.



We'd love to hear your thoughts about these updates, so do try them out and leave a comment below. As always, if you need any assistance, you can write to us 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 time tracking with automated screenshots

                                    Time tracking option with automated screen shots would be an exeptuonally good feature, any plans to develop something like that?
                                  • Sharing my portal URL with clients outside the project

                                    Hi I need help making my project public for anyone to check on my task. I'm a freelance artist and I use trello to keep track on my client's projects however I wanted to do an upgrade. Went on here and so far I'm loving it. However, I'm having an issue sharing my url to those to see progress. They said they needed an account to access my project. How do I fix this? Without them needing an account.
                                  • Zoho Campaigns Forms not Responsive on Website

                                    I have a mobile responsive Zoho Sites website and when I add a Zoho Campaigns form, it is not responsive. I have used the website code and ensured that the 'responsive' checkbox is selected. But, the form is not responsive to mobile. I have attached a
                                  • Oldest mail on top?

                                    I am old, and probably missing something simple, but how do I flip my zoho mail so oldest mail is on top?  Thanks in advance, and a HUGE thank you to the entire ZOHO team.  You just keep getting better!
                                  • Desk API to add or change commenterId to a comment

                                    Please let me know how to add comments on tickets for different agents using the API. When adding a comment it will take commenterId but then ignores that and used the API agentId. Did not see in API docs which values are readonly. I pleased to see commentedTime worked for past times. Regards, Glenn
                                  • How send a ticket attachment using the Sendreply API in Zoho Desk

                                    API document references : you make use of the Upload file API and gather the attachment ID. This ID is be passed with the Send email Reply API to deliver responses with the attachment intact. Code template is as below: // ORGID ORGID = "XXXXXXX"; // Masked
                                  • First Insight - Find your Fields

                                    The Wheels of Ticketing - Desk Stories Find your Fields What are fields? Fields are crucial in ticketing modules that capture information about Tickets, Customers, Organizations, Products, and more. Depending on the kind of data being stored, users can
                                  • Automation#30: Auto-Update Time Entry to the Nearest 5 Minutes

                                    Hello Everyone, Time tracking is a feature in Zoho Desk to help businesses stay organized and efficient. For Zylker Techfix, this feature has helped to track the duration of gadget services to generate accurate bills. However, Zylker Techfix faced a unique
                                  • Email adding to existing ticket

                                    hello Is there some syntax i can add e.g. to the subject line / body of my email that when it reaches the Zoho portal will add the request to an existing ticket. e.g {123} Currently if i have an open ticket and a customer emails me direct, i then forward
                                  • How to define different shift timings for each weekday in Zoho People?

                                    Hi everyone, We’re using Zoho People for attendance tracking and need to configure a standard 39-hour workweek that is structured like this: Monday to Thursday: 8 hours per day Friday: 7 hours Currently, our service provider has set up the workweek as
                                  • add two date range

                                    Hi, How can I add two date range selections to compare two different column values in a single pivot view? I have attached a snap for your reference.
                                  • Announcing new features in Trident for Windows (v.1.26.5.0)

                                    Hello Community, Trident for Windows is here with exciting new features to elevate your email communication and enhance productivity. Let’s dive into what’s new! Open .eml files in Trident. You can now open .eml files directly using Trident. This makes
                                  • Adjust The max character in Specification Field

                                    Is there another way to adjust the maximum character limit for the Specifications field in Zoho Commerce? I need to accept responses with fewer than 200 characters.
                                  • Customize the Sign In And Sign Up in Zoho Commerce

                                    Is there another way to customize the Sign In and Sign Up in website Zoho Commerce like this i want to customize to edit it like change the "Sign In" word into "Login Zoho Commerce" it is possible or other way to do that?
                                  • Territories : Deluge and APIs

                                    I am trying to work out how to filter a deluge query by territory eg "SELECT Total_Amount, Stage, Closing_Date, Created_Time, Deal_Name FROM Deals WHERE Stage in (" + varBaseCriteria + ") AND Territory = 'Territory1'" The problem being that Territory
                                  • Tidying up messes file system on Site

                                    I'm been given access to a new site that's been managed by several different people over the years, each with different ways of managing images and files. If I move an image from one folder to another, it shows a missing image icon on the site's page.
                                  • Move Archive Button in Zoho Mail to Main Toolbar?

                                    Is there a way to add the Archive Button to this tool bar so I don't have to click the three dots every time?
                                  • Introducing Bigin 360: Our new pricing edition with increased feature limits and pre-installed toppings

                                    Dear Biginners Club, Today, we're pleased to launch a brand-new pricing edition called Bigin 360, our highest pricing edition that will sit on top of Express and Premier editions. It's been over four years since our launch, and we're receiving some great
                                  • URL field display value

                                    Is it possible to give a URL stored in a project a display value, rather than showing the whole url? I have a lot of projects connected to issues filed on a separate site, each with a distinct URL. For example: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=40000
                                  • need payment link excl. TDS Amount.

                                    Dear Team Zoho, Kindly generate a payment link excluding TDS amount. So that TDS can be submitted through portal. Thanks & Regards, Arijit S.
                                  • CRM is very slow now

                                    CRM is very slow now. Plz check ASAP
                                  • Access error when running invokeurl

                                    Hi, I'm running the following code: string standalone.test_api() { LoroToken=zoho.crm.getOrgVariable("LoroToken"); info "LoroToken:"+ LoroToken; headersMap = Map(); headersMap.put("Authorization", "Bearer "+LoroToken ); headersMap.put("Content-Type",
                                  • Disable Column Freeze in PWA View but Keep It on Desktop — Zoho Creator Reports

                                    Zoho Creator offers a useful feature to freeze up to two columns in a report view, which works well on desktops. However, our users access the app on both laptops and mobile devices, and freezing columns makes reports nearly unusable on smaller screens.
                                  • How do I add more space to a note in ‘draw’?

                                    I’m taking handwritten notes using the draw note, but I don’t seem to be able to scroll down to get more room on the page. How do I make more room to take notes?
                                  • Overtime per week vs. per day

                                    In the United States 90% of the states calculate overtime as working more than 40 hours per week. It appears that Zoho People can only calculate overtime per day.  How do we fix this? Here is an example: Mon      8 hours Tues      7 hours Wed      9 hours Thur      8 hours Fri            8 hours -----       Total      40 hours (no overtime) However, Zoho people says 1 hours of overtime because the employee worked 9 hours on Wednesday. Maybe I have something setup wrong in Zoho People?  
                                  • Add Hebrew Language Support in SalesIQ Idle Chat Handling and Reminders

                                    Dear Zoho SalesIQ Team, Greetings. We would like to request the addition of Hebrew language support in the Idle Chat Handling and Reminders functionality within Zoho SalesIQ. 🗣️ Background & Use Case Currently, we have successfully configured our Zobot
                                  • notebook synchronization - problem

                                    Good afternoon, Since yesterday when trying to create a new notebook, it does not let me and when creating the notes they are not synchronized with the cloud, I think the error may be with the encryption of images because in the pages appears the image
                                  • Notebook 3.5.0 -- Sort order Name A-Z not working

                                    Just updated to Notebook 3.5.0 on Windows 10. Sort order by Name, A to Z is backwards, like Z to A. Selecting Z to A still works as expected.
                                  • Stay organized with chat-to-ticket timers

                                    Hi there! Ever lost track of a customer’s message? Or found yourself scrolling through long chat threads trying to figure out what’s what? Setting up a chat-to-ticket timer can help. It decides when a reply should stay in the old ticket or create a new
                                  • New notecards not syncing across devices

                                    Hi, I'm having the same problem where my notes are not syncing from my Android to my laptop. Please help
                                  • Please add custom sort in Windows ver. of Notebook!

                                    Dear Zoho, I love the custom sort (drag and order notes) in the Android version of Notebook, but when I sync onto the Notebook on Windows, the note orders all get messed up because it doesn't support custom sorting yet. This makes it impossible to do
                                  • Formula to return string "WK 26 - 6.2.25 - 6.8.25

                                    Here's what I've got but syntatic failure: if(not(isnull(${Deals.GS_Due})), "Week " + Tostring(ceil(dayofyear(${Deals.GS_Due}) / 7)) + " - " + Tostring(month(${Deals.GS_Due})) + "." + Tostring(day(${Deals.GS_Due})) + "." + Tostring(year(${Deals.GS_Due}))
                                  • Introducing LeadChain in Bigin to sync leads from Social Ads easily

                                    We're excited to introduce a new topping in Bigin called LeadChain by Zoho Social. LeadChain instantly syncs lead information from social media lead ads to Bigin, making it easier to turn them into customers. It also helps you send conversion data back
                                  • Templates Access

                                    There should be an option to grant users access to templates but not allow them to edit/delete templates. In setup there is only one tick option for templates. This will give any user access to view as well as delete/edit. This doesnt make sense as they
                                  • Generate a Zoho Sign link

                                    From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.
                                  • Power of Automation :: Autocomplete the Project upon Task closure.

                                    Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:
                                  • Unable to send email through Gmail

                                    So I had a custom domain email from Zoho and I was able to send emails from this account through my gmail. 2 days ago I added another user. This user is not able to receive any emails, that's the first issue, moreover, even though I haven't changed anything else other than adding this user, now I am unable to send email through my gmail account with the first user either! I have opened a case with priority "I am stuck, need assistance", haven't got a single reply in about 36 hours. I am unable to
                                  • "Invalid Credentials(Failure)" when configuring IMAP (Outlook)

                                    Getting the below response when attempting to configure Zoho mail in Outlook 2016: Notes (what I've done so far): Zoho mail on web client is working with no issues. Though I was certain the username & PW were correct (was using same credentials on web client as I was attempting to utilize in Outlook 2016), just in case, I went ahead and changed my password on the web client and re-attempted Outlook configuration; same error response. IMAP for my email account was enabled on the web client (and POP
                                  • Custom service report or Zoho forms integration

                                    Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a different
                                  • Pre-fill Email field on Zoho Forms

                                    Hello there, How do we automatically pre-fill the email address field of a Zoho Form from the data that is in CRM? Thanks, Joel
                                  • Next Page