Hello everyone,
We are excited to share the latest set of updates and enhancements made to Zoho Billing in Q3 2025. From the latest GST updates to multi-level discounting, Zia-powered report summaries, and customizable web forms, these updates are designed to make your billing operations faster and more intuitive.
Scan To Add Items in Invoices
Zoho Billing now supports the Scan Items option in invoices, allowing you to quickly scan and add them to invoices. You can also scan an item multiple times to increase its quantity in the existing line item.
You can find it in: Sales > Invoices > Edit or create an invoice > Scan items.
Apply Multi-Level Discount to Transactions
You can now apply discounts at both the line-item level and the transaction-level simultaneously. This means that you can offer specific discounts on individual items or services while also applying an overall discount to the entire transaction.
Let's say you run a weekend sale and would like to provide a 10% discount for some items and offer a 5% transaction level discount as a part of your weekend sale. You can do this using the Multi-Level Discount option.
Go to Settings > General > Do you give discounts? > At Line Item Level and at Transaction level.
Gold Movements is Now Supported in e-Way Bills [India Edition]
You can now generate e-way bills for gold intra-state movements in Zoho Billing.
Set the threshold value for generating e-way bills when transporting gold items within the same state. You can then start creating e-way bills for gold movements from the e-Way Bills module under Sales on the left side bar.
Here's how you can configure the threshold: Go to Settings > e-Way Bills > GSTIN which is connected to the e-Way Bill portal > Configure Threshold.
Access Widgets in Your Preferred Language
We’ve enhanced language customization to help you have a localized experience when accessing widgets.
You can define key–value pairs in language-specific JSON files (for example, en.json, ta.json, etc.) and display the widget content based on your organization’s language.
Create language-specific JSON files with key–value pairs and upload them into your widget when you access the widget, and the content in your widgets will automatically appear in that language.

Postpone Subscriptions' Billing Date
You can now change the Next Billing Date of subscriptions. When you change, it you can view the charges for the extended period and choose how you would like to handle the charges.
You can:
Choose to charge for the extension; a prorated child invoice will be generated based on the length of the extension.
Or, you can choose only to change the billing date. This will add the prorated amount to the invoice generated on the next billing date.
This gives you more flexibility in managing billing dates. You can also view the prorated amount for the adjusted days before charging your customers.
View Proration Break-Up in Subscription Summary
The Subscription Preview page has been enhanced to give a clearer view of prorated charges for plans and addons. The summary section now shows the detailed proration break-up for each plan and addon. To see this, go to the view full details in the Subscription Preview page.

Introducing PayNow Payment Method
We now support PayNow as a payment method via Stripe integration. PayNow is a Singapore-based payment option that lets your customers pay in SGD by scanning a QR code through supported banks and non-bank financial institutions.
Note: This payment method is not supported in the India edition of Zoho Billing.
Generate AI Summaries with Zia Insights
You can now use Zia Insights to generate AI-powered summaries, detect anomalies, spot top contributors, compare performance over time, and forecast trends within reports. Zia Insights can identify any unusual spike or dip in your reports, highlight the possible cause, give region-specific analysis, and can also predict future trends based on your organzation's records. Learn More

Increase API Limits From the API Dashboard
Admins can now temporarily increase API limits directly from the API Dashboard. You can boost your API limit by 50% of your current plan for one week, with automatic reset afterward. You can request multiple boosts consecutively once the previous one expires and can also purchase additional API addons directly from the dashboard.
This enhancement provides greater control, faster response to usage surges, and a streamlined workflow to keep your operations running smoothly.
To increase your API limits, go to Settings > API usage > Purchase API Add-on or Increase API Limit Temporarily.

Lookup Custom Fields Support for Locations
We've now introduced lookup custom fields for Locations. You can now use lookup custom fields for Locations in both Custom Fields and Custom Modules.
While creating a new custom field, select Lookup as the data type and select Locations from the Module dropdown. While creating a custom module, add a section to your module and select Locations.

Customize PDF File Names
You can now customize PDF file names during export. You can set how your PDFs should be named using placeholders of transaction numbers, dates, customer names, organization names, and salesperson names.
To do this, go to Settings > Customization > PDF Templates > Configure Export File Name to set it up.
Create Web Forms for Custom Modules
We have introduced Web forms to collect and create records directly in a custom module via a unique link. You can configure layouts, success actions, and CAPTCHA. Once the web form is created and the unique link is generated, users can access and submit data. The submitted data will be stored in the module upon approval. Learn More
Navigate to Settings > Developer & Data > Web Forms to create a new Web form.
Other Feature Enhancements
Zoho Billing now supports the new GST slabs. Migrate to the revised 18%, 5%, and 40% slab, using the banner of your organization to update rates (via HSN/SAC), preview changes, schedule migration, track progress, and download audit-ready files.
We hope you enjoy exploring these new features and enhancements in Zoho Billing! Each update is designed to make your billing experience simpler, smarter, and more efficient.
We’ll be back with even more improvements as we continue to elevate your billing and subscription management experience.
You can also visit the What's New timeline for bite-sized information about our previous feature updates and enhancements. If you require any assistance, please write to our dedicated support team at support@zohobilling.com – we'd be happy to help!
Recent Topics
Darshan Hiranandani : How many participants can join a Zoho Meeting at once?
Hi everyone, I'm Darshan Hiranandani, trying to find out the maximum number of participants that can join a Zoho Meeting at once. Has anyone here used Zoho Meeting for larger groups and can share their experience or knowledge about the participant limit?
Where is the scheduled report in New UI?
Hi Team, Seems there is not such a field in New UI, hence I have to switch to old UI to handle request..
Approval Workflow for Purchase Orders Abrir
The requirement is , that all purchase orders greater than or equal to 5000 go through an approval process from certain people, but within books I only see that the approvers can be by levels or any approver but we cannot enter a rule like these. Can
WeTravel + Zoho CRM Integration - Has Anyone Built a Connector or Extension?
Hi all, I'm exploring options for integrating Zoho CRM with WeTravel (booking & payment platform for tour operators). Zapier seems to be the common method but seems limited. I'm wondering if anyone in the community has developed a more comprehensive solution,
Option in pipeline deal to select which hotel or branch or store if client has more than one local store
Hi, I would like to know if there is an option in the deal pipeline to select which hotel, branch, or store a deal is related to—if the company has more than one location. For example, I have a client that owns several hotels under the same company, and
Undo article like/dislike
It seems to be not possible to undo your like/dislike for an article. Would be great if you can. Kind regards, Helen
Nested notebooks
Dear Sir/Madam, I would like to know if it is possible to nest notebooks. It would be very helpful when there are too many, as it would improve organization. Thank you for your response. Best regards.
Tax in Quote
Each row item in a quote has a tax value. At the total numbers at the bottom, there is also a Tax entry. If you select tax in both of the (line item, and the total), the tax doubles. My assumption is that the Tax total should be totalling the tax from
Issue with "Send Email" from Quotes not loading Email Template data
Hi everyone, I'm currently experiencing an issue when using the "Send Email" option from a Quote record in Zoho CRM. What’s happening: When I go to the Quotes module and select a record, then click Send Email, the attached file (Quote) correctly pulls
Dynamically Fetching Lookup Field Display Value
I have an audit trail form, Audit_Changes, that tracks old vs new values across different forms. For lookup fields, the old/new value is the ID, but I also need the display value. What's a best practice for dynamically fetching the display value of the
Stop Scrolling, Start Asking: Meet Zia for Your Files
Hey everyone 👋 The era of 'scrolling and searching' is officially over. Whether it's a dense legal contract or a long meeting recording, searching for specific details is a massive time-sink. We think you should be able to interact with your files, not
Introducing a smarter, faster, and more flexible charting experience
Hello Zoho Sheet users, We're delighted to share the latest news about a major update to charts in Zoho Sheet! The new version supports dynamic data ranges, granular styling options, faster loading, and other interesting enhancements that allow you to
How to create a new Batch and update Stock via Inventory?
Hi everyone, We are building an automation where a user enters batch details (Batch Number, Mfg Date, Expiry, and Quantity) into a Custom Module. I need this to trigger an API call to Zoho Inventory to: Create the new batch for the item. Increase the
How do I open MSG files in Microsoft Word?
If you want to open MSG files in Microsoft Word is not natively supported, as MSG is an email file format created by Microsoft Outlook. However, there are professional approaches to access MSG content in Word. First, open the MSG file in Outlook and copy
Unable to charge GST on shipping/packing & Forwarding charges in INDIA
Currently, tax rates only apply to items. It does not apply tax to any shipping or packing & forwarding charges that may be on the order as well. However, these charges are taxable under GST in India. Please add the ability to apply tax to these charges.
How to add packing & forwarding charge in purchase order & quotation???
Hello Zoho Team I have just started using Zoho for my company and I wanted to make purchase order. My supplier charges fix 2% as packing & forwarding on Total amount of material and then they charge me tax. For example, Material 1 = 100 Rs Material 2
How to create a boxplot chart in Zoho Analytics?
Hi, I'm looking forward to making a boxplot in Zoho Analytics, either with all my data or with a time segmentation. No documentation or YouTube video explaining that was found. I guess this is a feature gap. How feasible would it be to add this to Analytics?
What are the create bill API line item requiered fields
While the following documentation says that the line items array is requiered it doesn't say what if any files are requiered in the array. Does anyone know? API documentation: https://www.zoho.com/inventory/api/v1/bills/#create-a-bill I'm trying to add
WorkDrive issues with Windows Explorer Not Responding
We are using WorkDrive to collaborate on editing video content. We have a lot of files and quite a few are a few gigs. Recently anytime I try and work with the files Explorer freezes for a couple minutes whether it's dragging the files into Premiere or
Connecting Zoho Inventory to ShipStation
we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri
Where is the settings option in zoho writer?
hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards
Using IMAP configuration for shared email inboxes
Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
When Does WorkDrive integrate with Books?
When Does WorkDrive integrate with Books?
POP mailbox limits
If I am accessing a remote POP mail server using Zoho Mail is there a mailbox quota for the account or is it all related to my mail account storage limits?
Warranty Service and Repair in Zoho FSM
Hi There, We are a retail store that sells products and also performs installations and repairs. Our field technicians handle this work. Some repairs are covered by manufacturers, who reimburse us for both parts and labour. In these cases, we perform
Zoho Sheet for Desktop
Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
WhatsApp phone number migration
Hi @Gowri V and @Pheranda Nongpiur, Thanks for implementing the promised enhancements to the integration between Zoho CRM and WhatsApp. The previous discussion has been locked, so I'm opening this new one. I am copying below a specific
WebDAV support
I need WebDAV support so that I can upload/download (and modify) documents from my local file system. Is anything planned in his direction?
Suggestions for Improved Table Management and Dashboard Filter Controls in Zoho Analytics
Dear Zoho Analytics Community, I hope you are doing well. I would like to share a few suggestions based on issues I am currently experiencing while working with visualizations and dashboards. Firstly, when I create a new visualization using the Sales-Order
SPF: HELO does not publish an SPF Record
I am using Zoho mail. Completed all of the required prerequisites from the dashboard to avoid any issues with mail delivery. But when checking on mail-tester.com getting the following error. Can anyone help me solve this?
How do I create an update to the Cost Price from landed costs?
Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the product
Price Managment
I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just
Actual vs Minimum
Hi all, I am sure I am not the only one having this need. We are implementing billing on a 30-minute increment, with a minimum of 30 minutes per ticket. My question is, is there a way to create a formula or function to track both the minimum bill vs the
Generate leads from instagram
hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead
Kaizen #234 - Automating Deal Handoff with Zia Assistant API, Workflow, Deluge, and Widget in Zoho CRM
Hello all! Welcome back to a fresh Kaizen week. In this post, we will explore how to automate the deal handoff process in Zoho CRM using Zia Assistant API + Workflow + Deluge + Widgets. Here’s how the final output looks when a deal is reassigned 1. Deal
How do you print a refund check to customer?
Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.
Ability to assign Invoice Ownership through Deluge in FSM
Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This
All new Address Field in Zoho CRM: maintain structured and accurate address inputs
Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. Latest
Enhancement to ICR’s field prompting: Preferred data extraction using advanced field prompting
Dear Customers, We hope you’re well A quick background Intelligent Character Recognition (ICR) comes as part of Zia’s optical recognition capability called Zia Vision. When we introduced it last April, the data extraction was training-based and was applicable
See a list of all records enrolled in a cadence?
I am looking for a way to see a list of all leads or contact currently enrolled in a cadence. I do not see any way to do this through the cadence UI.
Next Page