What's New in Zoho Invoice | April - June 2025

What's New in Zoho Invoice | April - June 2025

Hello everyone!

We're excited to share the latest feature updates and enhancements we've made to Zoho Invoice from April to June 2025.

In this, you will learn more about the following features:

New Integrations via Zoho Marketplace

We’ve added a new set of powerful integrations through Zoho Marketplace to help you streamline your financial workflows in Zoho Invoice.
  1. QuickBooks Online for Zoho Invoice - Connect your QuickBooks Online account with Zoho Invoice to sync customers, items, credit notes, and payments across both the platforms. When you create invoices in Zoho Invoice, they will be created in QuickBooks Online automatically, ensuring efficient invoicing and accounting processes.
  2. viaSocket for Zoho Invoice - viaSocket is an AI-powered workflow automation tool that enables you to automate data flow between Zoho Invoice and over 5,000 other apps. Create seamless workflows to save time and boost productivity using AI.
  3. Braintree for Zoho Invoice - Integrate with Braintree to streamline your payment processing, enhance security, and provide a smooth checkout experience to your customers. This integration supports secure card payments across multiple countries and currencies, helping you expand your business globally.

Add Images to Email Templates

You can now upload images directly from your desktop into your email templates. This allows you to add banners or other visual content to enhance your promotional emails.

Here’s how to upload images to your email templates:
  • Go to Settings > Email Notifications.
  • Select the template you want to edit and click Show Mail Content.
  • Click the Insert Image icon and select Upload.


Create Local Taxes [Mexico Edition]

Zoho Invoice now supports the creation of local taxes governed by State and Municipal authorities in Mexico, which are separate from the federal tax authority (SAT). These local taxes can be set up as either transfer (Taxes) or retention (TDS) types based on how they are applied in your transactions.

Here’s how to create local taxes:
  • Go to Settings > Taxes > Tax Rates.
  • Click + New Tax and enter the Tax Name and Rate.
  • Select Local Tax as the Tax Type.
  • Click Save to apply the changes.

New Summary View in Reports 

We’ve introduced a new summary view option in the Receivable Summary, Receivable Details, Payable Summary, Payable Details reports when grouping is applied. This view lets you view just the total value of each group without listing individual transactions, helping you get a quick overview.

How to enable the summary view:
  • Go to Reports and select the report for which you want to view the summary.
  • Click the Group By dropdown and mark Display only the total value of each group without showing individual transactions.

Record Income TDS Payment Without Income Amount [India and Global Editions]

You can now record Income TDS payments for a single invoice or multiple invoices without having to enter any amount in the Amount Received field. This is useful when the TDS payment needs to be recorded on a different date than the invoice payment date.


Other Feature Enhancements 

  • Zoho Invoice now supports Filipino and Bahasa Melayu. Update your language preferences anytime by going to Settings > Organization Profile. These language changes will also be reflected in the Customer Portal.
  • You can now access the sync history for your Bigin integration. Navigate to Integrations > Zoho Apps > Bigin, then click the More icon next to Bigin. This helps you monitor sync activity and troubleshoot any issues efficiently.

We regularly update our mobile and windows apps, so visit the App Store, Google Play, or Microsoft Store to ensure you're using the latest version.
That's all for our latest product updates! We hope the latest enhancements are beneficial for your business. You can also visit the What's New timeline for byte-sized information about all our feature updates and enhancements.
We'd love to know what you think of the latest features! Let us know in the comments below. If you require any assistance or need clarifications, feel free to write to us at support@zohoinvoice.com, we'd be happy to help!

Best regards,
The Zoho Invoice Team

    • Sticky Posts

    • Charting the 2025 Voyage: Zoho Invoice's Year in Review

      2025 has been a year of progress, productivity, and purposeful growth for Zoho Invoice. From expanding into new regions to refining everyday workflows, each update was designed to help businesses stay compliant, get paid faster, and work with confidence.

    • Recent Topics

    • Ticket id issues

      When I reply a ticket from desktop, it doesn't have ticket id in the subject and it's great. When I reply a ticket from Zoho desk mobile, Zoho adds ticket id in the subject and I don't want that. Please help in this matter.

    • Zoho Desk Community Module Reporting

      I can't seem to find any reporting for the community module in Zoho Desk. Am I missing something or are there just no reports available?

    • Une collaboration simplifiée grâce à l’interopérabilité des calendriers

      L’interopérabilité des calendriers permet aux équipes utilisant différentes plateformes, comme Zoho Calendar et Google Calendar, de consulter facilement les disponibilités de leurs collègues sans avoir à utiliser plusieurs outils. Dans les entreprises

    • Zia AI capabilities now available in all paid editions

      Hello everyone, We are expanding the availability of AI-powered features in Desk to the other paid subscriptions from 7th July 2026. Right now, the following AI-based features are available for Enterprise edition users: Intelligence: Sentiment analysis,

    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

    • Overview on users IMAP settings

      We have about 30 users who all have the channels/email/email configuration/IMAP integration/O365 enabled and emails are synchronized. Here my problem: Passwords for the email accounts are expiring on individual bases and most of the users forget to update

    • Format of data after export to spreadsheet

      Dear Zoho, can you explain to me what is the point of a report exporting to XLSX if the format of the amounts that will be created there is in text format and not suitable for anything? Why do I need data in a sheet with which nothing more can be do

    • How to add custom icons in Sites ?

      I've been trying to upload some of my own icons (specific to my business) to my zoho Site draft, and can't find a way to do it. I guess the workaround could be to insert images instead of icons and upload my icons as images, but I was wondering if its possible to customize the icon library.

    • Zoho Forms API

      Is there any way to get all form entry list using API? Looking forward to hear from you

    • #21 Five Minutes Every Monday That Replace an Hour of Digging

      Welcome to the final stretch of our journey. In this series so far, you have configured Zoho Invoice, created and managed your transactions and built a workflow that shares invoices and collects payments almost on its own. You have been doing the work.

    • Kaizen #251: From Campaign Leads to Sales Orders with Zoho CRM Mass Action APIs

      Hello all!! In growing businesses, sales teams often deal with a large volume of records every day - leads from campaigns, qualified prospects ready for conversion, and approved quotes that must be converted into sales orders. Performing these actions

    • Introducing the Employee Portal for internal job posting

      Employee referrals and internal applications are one of the most trusted hiring channels. But in many organizations, employees only hear about openings through messages, word of mouth, or after the role has already been open for a while. When employees

    • Inspection Table

      Hello Latha, We created a job sheet that includes the new table (Inspection Table) which was introduced recently. However, agents are not able to see the rows in the inspection table. Could you please investigate this issue and get back to us? Please

    • Zoho Mail is down?

      We stopped getting new emails since 8:42am EST and mail.zoho.com shows an error.

    • Forwarding without verification

      Hi, I use Tripit to keep track of all my business travel. I've recently moved over to Zoho and wanted to set up a forwarding rule to send various travel confirmation emails automatically to plans@tripit.com Obviously this is an email address I don't control,

    • Disappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)

      I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet to

    • Request to unblock user creation error (This user is not allowed to add in Zoho)

      Hello Zoho Support Team, I am the Super Admin of my Zoho Mail organization. When I try to create a new business email user account, I encounter the following error message: "This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com

    • Zoho Mail account blocked after malware incident – request for review and unblock

      Hi Zoho team and community, My Zoho Mail account has been blocked due to outgoing email activity that was detected as spam or unusual sending behavior. The root cause was a malware infection on my computer, which compromised several of my accounts, including

    • creating an alias

      your instructions for creating an alias are wrong. there is no add alias in my mail account. also i dont have a control panel link just a settings link how do i really make an alias

    • IP Address blocked by many servers

      hello team this is to inform you that the zoho ip address 103.117.158.51 has been marked spam and not trustworthy by outlook and many other company servers. kindly discontinue using this ip to maintain a healthy domain reputation for your clients. Regards

    • Automatically set the default VAT percentage on a quote

      Every time I create a quote, I have to manually adjust the VAT and activate the checkbox for 21%. But all of our quotes include 21% VAT. So now occasionally, it happens that the checkbox is forgotten, and the customer receives an incorrect quote (without

    • What's New in Zoho Inventory | June 2026

      Hello users, June 2026 introduces a range of exciting enhancements to Zoho Inventory. With the full rollout of the Zoho Inventory Windows application, the launch of Terminal Payments, and new tracking combinations in Advanced Inventory Tracking, you can

    • Time Zone is incorrect

      Time zone is not working properly...I've checked it twice.  I'm eastern U.S. time it's currently 12:22 pm EST.  CRM shows 3:22 pm EST.

    • Send a converted Contact or Deal back to Leads using the Restore Lead extension for Zoho CRM

      Hello everyone, This comes up more than people expect: a Lead gets converted into a Contact, and sometimes a Deal along with it, because at the time it looked ready. Then the situation changes the opportunity turns out to be much further off than expected,

    • Zoho CRM mobile updates: Reports module, record tags, dynamic formula field, and more

      Hello everyone, We've made a few updates to the Zoho CRM mobile app to enhance your mobile CRM experience and efficiency. Here's a quick look at what's new: Reports module (iOS ) Record tags (iOS) Dynamic formula field (Android) WhatsApp business deep

    • Side scroll bar missing from "new editor"

      The "new editor" simply lacks a side scroll bar. Unable to navigate long notes without using the keyboard. Bad upgrade... (using web version)

    • Zoho Desk MCP doesn't expose all functions

      Hello, I'd like to be able to draft (rather than send) ticket replies using Claude Cowork. However, the Zoho Desk MCP doesn't currently offer that, despite it being available in the API (https://desk.zoho.com/DeskAPIDocument#Threads#Threads_DraftEmailReply).

    • Zoho Community Digest - July 2026 | Part 1

      Hello everyone! Keeping up with everything across the Zoho ecosystem is a lot, so we're bringing back the Zoho Community Digest, now weekly. Each week we round up the need-to-know announcements from the Zoho Community Forums, four editions a month, so

    • Canva Integration

      Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,

    • Feature Suggestion for Zoho Social: Auto-reply to Comments or Keywords

      Hi Zoho team, I'd like to suggest a very specific feature that would be extremely helpful for customer engagement: the ability to automatically send a reply to comments on posts — either all comments or those containing specific keywords. For example,

    • Bring more clarity to your blueprints with color-coded transitions

      As your hiring processes evolve, blueprints naturally become more detailed. When multiple transitions connect different stages, it can take extra effort to identify approvals, rejections, reviews, and other actions at a glance. With this enhancement,

    • Zoho CRM gets a new email compose and lot more

      Dear Customers,  [UPDATE October 21, 2021: We have started opening these features to some of the customers already. And, it will be available to all the customers before November 2nd Week, 2021. Sorry for the delay caused]  [UPDATE February 21, 2022:

    • Create modules using natural language prompts

      Hello all, We’ve introduced a new enhancement to Zia that allows you to create custom and team modules in Zoho CRM using plain language prompts. Why this enhancement? Creating a custom module traditionally involves multiple steps—choosing field types,

    • Automatic Matching from Bank Statements / Feeds

      Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these

    • How emojis shape customer conversations

      World Emoji Day is celebrated on July 17. Did you know that this date was inspired by the 📅 calendar emoji, which shows July 17 on most platforms? What started as a detail in the emoji's design has turned into a global celebration of these tiny emoticons.

    • Custom Button Creation from Layout Editor in Zoho CRM

      Hello All, Buttons in Zoho CRM act as triggers that perform a specific action when clicked. Zoho CRM includes a set of system buttons that help you carry out common actions with a single click. Beyond these, your organization can create custom buttons

    • Displayed sample tracking for multi branch setup.

      We have multiple branches and one of the biggest challenges for us to be able to track if a particular item is in display or not. I am shooting in the dark but I am wondering if there is a solution for the following : Each product used for display is

    • 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

    • Introducing Bulk Attachment Download from List View

      We're excited to introduce an update to attachment management in Zoho Recruit that lets you download attachments associated with selected records directly from the List View page of any module. How do I download attachments in bulk? You can now select

    • Advanced Group Settings: Customize and manage your email groups in Zoho Mail

      Email groups in your organization often require more than basic configurations to function effectively. With Zoho Mail's Advanced Group Settings, administrators can configure and manage policies, notifications, and more with greater precision. This gives

    • Next Page