Hello everyone,
We are excited to share the latest set of updates and enhancements made to Zoho Billing in Q2 2025, ranging from image custom fields to support for new languages. Keep reading to learn more.
Upload Images From Your Desktop to Email Notifications
You can now upload images from your desktop to your email notifications.
To upload images to email notifications:
- Go to Settings > Reminders & Notifications > Email Notifications.
- Select a template, hover over it, click the dropdown that appears, and select Edit.
- Click the Upload icon and select Upload in the Add Image pop-up that appears.
Apply Line Item Discounts With Avalara Integration [United States and Canada Editions]
We now support line item level discounts for organizations integrated with Avalara. You can apply discounts directly to individual line items, and Avalara will accurately calculate taxes based on the discounted amounts.
Exclude Optional Fields When Pushing E-Invoice [India Edition]
You can now choose to exclude optional fields when pushing your e-Invoice to the IRP.
To exclude optional fields:
- Go to Settings > Taxes & Compliance > Taxes > e-Invoicing.
- Click Configure next to Configure optional fields for e-invoice push.
- Select the optional fields you want to exclude, then click Save.
Tier Pricing Breakdown
You can now view the pricing breakdown directly for line-items that have tier-based pricing while creating transactions.
Note: This feature is currently supported only in Subscription Quotes.
Xero Integration [South Africa and Global Editions]
Xero is cloud-based software allowing you to simplify the accounting process for your customers' subscriptions.
Previously, the Xero integration was available only in US, UK and Australian editions of Zoho Billing. Now, we have added support for Xero integration in the South Africa edition and organizations in the Global edition with location set as South Africa, US, UK, New Zealand or Australia.
If you are using the mentioned editions, you can integrate your Zoho Billing organization with Xero to manage your finances with features like bank reconciliation, multi-currency accounting, and more.
QuickBooks Integration [ Global Edition ]
QuickBooks Online is cloud-based accounting software for small businesses. We have extended support for the QuickBooks Online integration to organizations in the Global edition, with location set as US, UK, Canada or Australia. If you are using the Global edition of Zoho Billing, in the mentioned locations, you can integrate with QuickBooks Online to manage accounting for your customers' subscriptions effortlessly.
Image Custom Field
Zoho Billing now supports adding images as custom fields, allowing you to upload and display images directly, which will also be visible from the transactions Details page. You can also display the image custom field in PDF templates, enabling you to display the image to your customers in the exported PDF.
Filipino and Bahasa Melayu Language Support [Global Edition]
You can now use the Global edition of Zoho Billing in the Filipino and Bahasa Melayu languages. This is particularly useful if your business location is set in the Phillipines, Malaysia, Indonesia, Brunei, Singapore and Thailand.
Standalone TDS Payments
Zoho Billing allows you to record standalone TDS payments for both single and multiple invoices. This is helpful in cases where the transaction date for the TDS payment is different from the invoice payment date.
Prorate One-Time Addons
When you update a subscription in the middle of a term and add a one-time addon, you can choose to charge your customer only for the remainder of the subscription's billing cycle.
Note: You can prorate one-time addons only if you have enabled Prorated Billing in your organization.
To prorate one-time addons:
- Navigate to Settings.
- Select General under Subscriptions.
- Enable Prorated Billing.
- Enable Prorate one-time addons when editing subscriptions.
Send Payment Links via WhatsApp
If you have integrated your Zoho Billing organization with WhatsApp, you can now directly send payment links to your customers via WhatsApp, offering a faster and more convenient way to request payments.
Note: You need to create a WhatsApp template from Settings > Reminders & Notifications > WhatsApp and get it approved by WhatsApp before you can send them to your customers.
We'd love to hear what you think about these features in the comments below.
If you require any assistance, please write to our dedicated support team at
support@zohobilling.com – we'd be happy to help!
Recent Topics
Kaizen #233 - Generating AI-powered Follow-up Emails Using CRM Functions and Widgets
Hey everyone! Welcome back to another interesting post in the Kaizen series! Sales teams regularly capture interaction notes in CRM after speaking with prospects. However, drafting a follow-up email that reflects the conversation context can be repetitive
Connect Bank in Zoho Books
Can I connect UOB or Ariwallex in Zoho Books?
Using MPN across multiple SKUs and inventory tracking
I have several different SKU's that share a common MPN and would like to track inventory by MPN. SKU1 has MPN1 assigned SKU2 has MPN1 assigned Here is an example If I start with 5 of MPN 1 in stock I want each SKU1 and SKU2 to show as 5 in stock, If I
Extend Zoho Canvas Customization to Zoho Creator Forms and Reports
Currently, Zoho Canvas allows users to design and customize the UI of Zoho CRM modules with a much better visual experience. This helps organizations create cleaner layouts, improve usability, and design interfaces that match their workflows. However,
Marketing Tip #1: Optimize item titles for SEO
Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly
Feature Enhancement Request – Text Formatting Options in Item Description (Zoho Books/Quotes Module)
Dear Zoho Development Team, Greetings from Radiant360 Integrated Technical Services LLC. We would like to bring to your attention a functional limitation we've encountered within the Item Table / Quote Description section of Zoho Books (and Zoho CRM Quotes).
ZOHO Books Query
Good day, Can someone please advise. I recently migrated from ZOHO Invoice to ZOHO Books. No that I want to use the inventory on Books I cant as all my items have transaction history. The person I spoke to at ZOHO said I need to create a new Company profile
Best way to schedule bill payments to vendors
I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have
ZOHO.CRM.UI.Record.open not working properly
I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",
inventory removal at packing list or shipment.
currently our system is set to remove inventory at invoice. This is creating an inventory nightmare? Is it possible to change the settings to remove the item from inventory at either the packing slip stage or shipping the item.
How to add employee and not invite them to log in?
I want to add 50 employees, but invite them only when everything will be configured and ready. Is it possible? Should we create employee profiles and then convert them later? Thank you,
How is Your eCommerce Experience w/Zoho Inventory?
First off, I'm SUPER grateful for the advent of Zoho Inventory and now the Zoho Commerce Suite. Overall, Inventory is a great product, especially for customers without an eCommerce presence. For eCommerce companies (especially those shipping more than ~10 packages/day), however, there are certain drawbacks that keep my clients from moving over to Zoho Inventory: Cons: 1. Invoice + Package Creation from Shopify/Other eCommerce Integrations: Zoho Inventory makes the somewhat perplexing decision to
Ability to Use Both AND and OR When Creating Rules (Advanced Conditions)
I'd like to be able to use more complicated logic when setting up rules. E.g. in Zoho Mail, I can choose "Advanced conditions (AND/OR) to create a rule that can be applied to multiple subject lines from the same sender. But in Zoho TeamInbox, I will have
Zoho Desktop App- Unable to Minimize/Freezes
I'm having issues with my Zoho Mail desktop app (PC). When go on my desktop and open the app this is what happens: - Unable to minimize and close app (in the screenshot attached you can see at the top right there is no option to minimize/close) - Unable
Zoho Invoice Zapier Integration
Is there still a way to use Zapier with Zoho Invoice? I've read online that that migrated to Zoho Books or Billing but since I am just using Invoice I can not find a Zapier Connection anymore.
Conect chat of salesiq with zoho cliq
Is there any way to answer from zoho cliq the chat of salesiq initiated by customers?
Bug: OAuth 2.0 State Parameter fails with Pipe Delimiters (RFC 6749 Non-Compliance)
I've discovered a bug in how Zoho's API Console handles the OAuth 2.0 authorization flow when the state parameter contains pipe characters (|), and I'm hoping the Zoho team can address this in a future update. The Issue Zoho's OAuth 2.0 implementation
Zobot with Plugs
Hello, I am having a problem with Zobot using Plugs. Here is my current flow: When I run the flow, I should immediately see the messages from the initial cards (Send Message cards), then after running the plug, and finally, see the messages after the
Print a document from Zoho Writer via Zoho Creator
If i use the code below i can get writer to create a new document or email it to me but i want to be able to print it directly from the browser and not have to send it via email and then print. Below is the code im using. Attached options form zoho writer
Is it possible to use HTML formatting in SMS messages sent from Zoho?
Hi everyone, I have a question regarding sending SMS from Zoho When we send emails from Zoho, we can include HTML code to format the message (like adding links, styling, etc.). Is it possible to do something similar when sending SMS messages through Zoho
Training for How can i Operate the Software Features
need to Help for Training of the ZOHO Billing Software
Automating Vendor Contract Management between Zoho Contracts and Zoho Books using Zoho Flow
Managing vendor agreements across procurement and finance systems often requires manually downloading executed contracts and attaching them to vendor records. This can become time-consuming and difficult to manage when dealing with a large number of contracts.
Problem applying batch operation error keeps looping that error
Problem applying batch operation error keeps looping that error an wont login
Shared Email Sending Duplicate Copies of Emails
Hi there, We recently have moved our info@ email to Team Inbox to trial. We set this channel up using the Microsoft setup which works fine and have 3 users. I am wanting to know: 1. When I send a new email, it will create a copy of that email and send
merhaba
merhaba sosyal medya paketimiz mevcut ama yorumları göremiyoruz ve o yüzden cevap veremiyoruz destek rica ediyoruz.
Teaminbox not working
We couldn't send or receive any mail within the team inbox. Displaying error 'Unable to process this request.'
Related lists New option in missing
hi I have created quite a few modules and added as related lists to my main module. Some have new, some dont I can not see why?
Cliq and ToDo integrations?
I'm a bit surprised not to find any way to open a Cliq chat for the current thread, or to create a Zoho Mail ToDo from a thread. Are these on the roadmap?
Reply-to names are mangled
Hello, I'm seeing an odd behavior in replies. Steps to reproduce: 1. Click reply to an email from "John Doe <doe.john@example.com> in TeamInbox Expected outcome: TO field pre-filled with "John Doe <doe.john@example.com>" Actual outcome: TO field pre-filled
I CANT UPGRADE MY FREE ACCOUNT
I TRY TO UPGRADE MY FREE ACCOUNT AND I COULD NOT UPGRADE IT CAN SOMEBODY TELL ME WHY? AND I HAVE THE MONEY SO.
Level up your ASO game with tags & categories in store reviews
Introducing tags and categories in Apptics' store reviews Dear Apptics community, If your app is listed on the Play Store or App Store, you already know how important store reviews and ratings are. They’re one of the most direct signals of user sentiment
Including attachments with estimates
How can attachments be included when an estimate is sent/emailed and when downloaded as a .pdf? Generally speaking, attachments should be included as part of an estimate package. Ultimately, this is also true for work orders and invoices.
Adding VENDOR SKU to PURCHASE ORDERS
how can we add the Vendor SKU when issuing a Purchase Order , so the PO shows the Supplier SKU and our own Internal SKU , which is what we want to receive into the system .
Possible to freely prompt/query CRM data using Zia?
Is it possible to prompt Zia to query on any information stored in the CRM, especially on the data stored in custom text fields? My use case is the people in my organisation have entered lots of text in custom text fields to capture information from an
Restrict employees to take only one day holiday from a multi-day festival holiday
Hi everyone, I have a requirement related to Optional/Festival Holidays in Zoho People. For example, in the month of May there are three optional holiday dates: May 11, May 12, and May 13. Employees can choose one of these days as their optional holiday.
Cannot modify colours in invoice email template
I have tried switching browsers... but I cannot change the (pretty horrible) default colours in the preset email when sending an invoice... the blue banner, red outstanding total and the bright green button... I can change other things but not the colours?
Cannot find zpuid for Zoho Projects user
I'm using the Zoho Projects v3 API to create a task. The task is created successfully, but in order to assign the task owner, the "Create a Task" API also requires the zpuid of the task owner. Unfortunately I cannot find any user-related API calls that
Print a document from Zoho Writer via Zoho Creator
If i use the code below i can get writer to create a new document or email it to me but i want to be able to print it directly from the browser and not have to send it via email and then print. Below is the code im using. Attached options form zoho writer
Allow styling for specific Subform fields in Zoho Creator
Sometimes in forms we need to visually highlight a specific field inside a Subform (for example Sanctioned Amount, Approved Value, Critical Fields, etc.) so that users immediately notice it while entering data. Currently there is no direct UI option to
Career site URL - Suggestion to modify URL of non-english job posting
Hi, I would like to suggest making a few modification to career sites that are not in english. Currently, the URL are a mix of different languages and are very long. It makes for very unprofessional looking URLs... Here is an example of one of our URL
Next Page