What's New in Zoho Invoice | January - March 2025

What's New in Zoho Invoice | January - March 2025

Hello everyone!

We're excited to meet you with the latest set of feature updates and enhancements made to Zoho Invoice from January to March 2025. 

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

Leave Organization

We've introduced the option to leave an organization from the Manage Organizations page. If you're an admin and have enabled any integrations in the organization, you'll need to disable them before leaving. However, if you're the admin who created the organization or the only admin, you will need to delete the organization.

Pin Columns in List Pages

You can now pin up to 2 columns to the left of a module's list page if you have more than 8 columns in the list page. The pinned columns stay fixed while scrolling horizontally through the table, making it easier to compare values with other columns while keeping the important columns in sight.

Here's how to pin columns in a list page:
  • Go to any module from the left sidebar.
  • Click the Toggle icon below the Filters dropdown.
  • Select Customize Columns and pin the columns you want.
  • Click Save.

Multi-Factor Authentication (MFA) in the Customer Portal

We’ve enhanced security of your customers' accounts with Multi-Factor Authentication (MFA) in the Customer Portal. MFA adds an extra layer of protection by requiring a Time-Based One-Time Password (TOTP) in addition to the login credentials Admins can enable MFA in the Customer Portal settings, making it mandatory for customers to configure it via an authenticator app. After setup, your customers must enter a TOTP code to log in. Admins can reset MFA if needed.
Notes
Your customers who have set up MFA must still enter the TOTP for logging into the Customer Portal, even if the MFA is disabled by the admins of your organization. If your customers lose access to their authenticator app, they should contact admins of your organization for resetting MFA.

Here's how to enable multi-factor authentication for your customer: 
  • Go to Settings > Customer Portal. 
  • Mark Enable multi-factor authentication (MFA).
  • Click Save.

Income TCS Settings under Direct Taxes

Zoho Invoice now allows you to create, edit, and view TCS rates in Direct taxes under Settings. Additionally, you can also view the number of associated transactions in View Associated Entities by clicking the dropdown next to the Income TCS rate. 

Here's how to manage your income TCS rates:
  • Go to Settings > Direct Taxes > Income TCS Settings.
  • Make the required changes.

Page Number Customization

We've introduced new options to customize page numbers in your PDFs. Previously, you could only enable or disable them, but now you can choose from three formats: Numeric, Fraction (Page X / Y), or Page X of Y.
Additionally if you need a custom format, you can select Custom and use placeholders like ${CurrentPageNumber} and ${TotalPages}. You can also adjust the position of the page numbers to the Right, Left, or Center.

Here's how to customize the page numbers:
  • Go to Settings > PDF Templates.
  • Create a new template or edit an existing one.
  • Select Footer under the Header & Footer section.
  • Select the required option in the dropdown next to Page Number Format and Page Number Position.
  • Click Save.

Organization Logo in Reports

We've added support for including your organization's logo in PDF exports and prints. You can add the logo in two ways: display it in the header section of the PDF or use the Watermark option to apply it to every page. Additionally, you can customize the watermark by adjusting its position, intensity, and size to match your preferences.

Here's how you can add your organization's logo to reports:
  • Go to Reports and select the report which you want to export.
  • Click Export > PDF.
  • Click the dropdown Customize the details in the export file.
  • Mark Logo Watermark or Organization Logo.
  • Make the necessary changes and click Export.

Other Feature Enhancements

  • You can now mark the default filters of modules as your favourites. This allows you to quickly access the relevant filters without having to search them every time. These changes will only be visible to you and will not affect other users in the organization. 
  • You can now add a name for your exported file when exporting a report. Additionally, you can also choose to display column headers in each page of the PDF and display report data in separate pages based on the Group By field.
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

    • 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

    • Recent Topics

    • Download an email template in html code

      Hello everyone, I have created an email template and I want to download it as html. How can i do that? I know you can do it via the campaigns-first create a campaign add the template and download it as html from there. But what if i don't want to create

    • Attachment is not included in e-mails sent through Wordpress

      I have a Wordpress site with Zeptomail Wordpress plugin installed and configured. E-mails are sent ok through Zeptomail but without the included attachment (.pdf file) Zeptomail is used to send tickets to customers through Zeptomail. E-Mails are generated

    • Upcoming Changes to the Timesheet Module

      The Timesheet module will undergo a significant change in the upcoming weeks. To start with, we will be renaming Timesheet module to Time Logs. This update will go live early next week. Significance of this change This change will facilitate our next

    • 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

    • Cant update image field after uploading image to ZFS

      Hello i recently made an application in zoho creator for customer service where customers could upload their complaints every field has been mapped from creator into crm and works fine except for the image upload field i have tried every method to make

    • Billing Management: #4 Negate Risk Free with Advances

      In the last post, we explored how unbilled charges accumulate before being invoiced. But what happens when businesses need money before service begins? Picture this: A construction company takes on a $500,000 commercial building project expected to last

    • Zoho Mail CC and BCC not working

      Zoho Mail CC and BCC not working. I have tried multiple combinations amongst my domain aliases but emails sent as CC or BCC never arrive, not even to Spam. I have checked that the DNS is set up correctly in Cloudflare and have even received a DMARC report

    • Is there an equivalent to the radius search in RECRUIT available in the CRM

      We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT

    • Zoho CRM Inventory Management

      What’s the difference between Zoho CRM’s inventory management features and Zoho Inventory? When is it better to use each one?

    • Cannot Enable Picklist Field Dependency in Products or Custom Modules – Real Estate Setup

      Hello Zoho Support, I am configuring Zoho CRM for real estate property management and need picklist field dependency: What I’ve tried: I started by customizing the Products module (Setup > Modules & Fields) to create “Property Type” (Housing, Land, Commercial)

    • Get Workflow Metadata via API

      Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation

    • Zoho Projects - Q2 Updates | 2025

      Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth

    • FSM setup

      So we have been tinkering with FSM to see if it is going to be for us. Now is the time to bite the bullet and link it to our zoho books and zoho crm. The help guides are good but it would really help if they were a bit more in depth on the intergrations.

    • Upcoming Updates to the Employees Module in Zoho Payroll (US)

      We've made a couple of updates to the Employees module in Zoho Payroll (latest version of the US edition). These changes will go live today. While creating an employee Currently, the Compensation Details section is part of the Basic Details step, where

    • Possible to Turn Off Automatic Notifications for Approvals?

      Hello, This is another question regarding the approval process. First a bit of background: Each of our accounts is assigned a rank based on potential sales. In Zoho, the account rank field is a drop-down with the 5 rank levels and is located on the account

    • ZOHO Creator subform link

      Dear Community Support, I am looking for some guidance on how to add a clickable link within a Zoho Creator subform. The goal is for this link to redirect users to another Creator form where they can edit the data related to the specific row they clicked

    • Allow Resource to Accept or Reject an Appointment

      I have heard that this can be done, is there any documentation on how?

    • Create new Account with contact

      Hi I can create a new Account and, as part of that process, add a primary contact (First name, last name) and Email. But THIS contact does NOT appear in Contacts. How can I make sure the Contact added when creating an Account is also listed as a Contact?

    • Custom Fonts in Zoho CRM Template Builder

      Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

    • Python - code studio

      Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already

    • 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:

    • How To Insert Data into Zoho CRM Organization

      Hi Team I have this organization - https://crm.zoho.com/crm/org83259xxxx/tab/Leads I want to insert data into this Leads module, what is the correct endpoint for doing so ? Also I have using ZohoCRM.modules.ALL scope and generated necessary tokens.

    • Where can I get Equation Editor por Zoho Writer?

      I need to use Math Formulas in my document. Thank you.

    • Filtering repport for portal users

      Salut, I have a weird problem that I just cannot figure out : When I enter information as administrator on behalf of a "supplier" portal user (in his "inventory" in a shared inventory system), I can see it, "customer" portal users can see it, but the

    • I want to add my other zoho account in same pc

      why does zoho restrict me doing many things as i also want to add my second mail account bit its not allowing me to do that

    • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

      Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to

    • Sorten the domain of zoho mail ids

      I recently created zoho mail id and am quite excited with the features. But one issue ig nobody wanna type this big zohoaccounts.com I mean silly bold Suggestion zmail.com (sound gmail) (attraction) or some genz words looks cool

    • Request for Creating Multiple Email Accounts on One Mobile Number

      Dear Zoho Team, I am planning to shift all my work-related communication to Zoho Mail because of its reliability and features. For my work, I need to create 3–4 separate email accounts for different purposes. Could you please confirm if it is possible

    • Mail and OS

      Jai Hind! Zoho is doing good by creating good software (made in india) on par with other tech giants. 🥰 Suggestion: 1. Whenever we sign up on zoho mail its asking for other mail id. It shouldn't be like that. You should ask general details of a user

    • BUTTONS SHOWN AS AN ICON ON A REPORT

      Hi Is there any way to create an action button but show it as an icon on a report please? As per the attached example? So if the user clicks the icon, it triggers an action?

    • Dropshipping Address - Does Not Show on Invoice Correctly

      When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being

    • RFQ MODEL

      A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books

    • Will zoho thrive be integrated with Zoho Books?

      title

    • Product Updates in Zoho Workplace applications | August 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this August. Zoho Mail Delegate Email Alias Now you can let other users send emails on your behalf—not just from your primary

    • Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked

      Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this please

    • Want to use Zoho Books in Switzerland. CHF support planned?

      Hi, We're a Swiss company using other Zoho suite software and I discovered Zoho Books and other accounting SaaS when looking for an accounting tool. Do you intend to cover Switzerland and CHF based accounting anytime soon? Roy

    • Weekly Tips : Teamwork made easy with Multiple Assignees

      Let's say you are working on a big project where different parts of a single task need attention from several people at the same time—like reviewing a proposal that requires input from sales, legal, and finance teams. Instead of sending separate reminders

    • Personal account created under org account

      Hi there, I am Jayesh. We are using ME Central, and we have an account by the email ID soc@kissht.com.. Now I have created a personal account., jayesh.auti@zohomail.in, accidentally. Can you help me to remove this jayesh.auti@zohomail.in from my organization

    • Best way to share/download presentation files in Zoho without losing formatting?

      Hello Zoho Community, I often work with PPT/PDF files in Zoho Docs and share them with colleagues. While PDFs usually give a direct download option, I’ve noticed that PPT/PPTX files sometimes only open in the viewer without a clear download link. Is there

    • Add another account

      How to add another mail account to my zoho mail.

    • Next Page