What's New in Zoho Invoice | April – June 2026

What's New in Zoho Invoice | April – June 2026

Hello everyone!

We're back with the latest updates and enhancements we've rolled out in Zoho Invoice from April to June 2026.

Here's what's new this quarter:
  1. Connect Zoho Invoice to AI Using Zoho MCP
  2. Customize Accessibility Preferences
  3. Attach Annexure to PDF Templates
  4. Indirect TDS Summary in Invoice PDFs [India Edition & Kenya Edition]
  5. Display Total Amount Excluding TDS [India Edition & Singapore Edition]
  6. Record Statutory Dates on Credit Notes [Germany Edition]
  7. Service Period Fields for Recurring Invoices [Germany Edition]
  8. Track Custom Field Usage
  9. Customise PDF Template for Expenses
  10. Other Enhancements

Connect Zoho Invoice to AI Using Zoho MCP

Zoho Invoice now supports the Model Context Protocol (MCP), a standardised way for AI assistants to securely interact with your business tools. This means you can now connect your invoicing data and workflows directly to AI models like Claude and ChatGPT, and let them work on your behalf in a controlled, permission-based way.

Once set up, you can perform everyday tasks in Zoho Invoice using plain-language prompts, without opening the application at all. For example, you can:
  1. Create invoices, quotes, and record payments.
  2. Add and update customers and items.
  3. Track outstanding payments and follow-ups.
  4. Pull reports and summaries such as sales and taxes.

Customize Accessibility Preferences

We've introduced Accessibility Preferences in Zoho Invoice. You can now adjust text spacing, underline links for better visibility, add strikethrough to disabled buttons, and quickly access keyboard shortcuts for easier navigation. These preferences help improve readability, accessibility, and overall usability across the application.

To configure accessibility preferences in your organization:
  1. Click your profile in the top-right corner of your Zoho Invoice organization.
  2. Click Accessibility Preferences.
  3. Select Set Up Your Preferences.    

Attach Annexure to PDF Templates

You can now attach annexure documents to your PDF templates. Supporting documents are automatically appended as additional pages at the end of the generated PDF.

To configure annexure attachments to your PDF templates:
  1. Go to Settings > PDF Templates.
  2. Select a module and choose a template.
  3. Hover over the template and click Edit.
  4. Under Other Details > Annexure, click Upload File.

Indirect TDS Summary in Invoice PDFs [India Edition & Kenya Edition]

The Indirect TDS Summary can now be displayed in Invoice PDFs when applicable, showing the TDS rate, taxable amount, and total TDS amount. This gives your customers a clear breakdown of the TDS applied on each transaction.

Display Total Amount Excluding TDS [India Edition & Singapore Edition]

You can now display the Total Amount Excluding TDS in the total section of an invoice PDF, allowing you to show the invoice amount without TDS alongside the total amount. This helps present TDS deductions transparently on your invoices.

Record Statutory Dates on Credit Notes [Germany Edition]

Credit Notes in the German edition now support Supply Date, Service Start Date, Service End Date, and Transaction Posting Date as system custom fields. These dates are carried over automatically when you convert a credit note to an invoice, create a correction invoice, or generate a cancellation invoice; helping you stay compliant without manual efforts.

To enable these fields:
  1. Go to Settings > Credit Notes under Sales.
  2. Navigate to the Fields tab.
  3. Hover over and click the dropdown next to the field.
  4. Click Mark as Active.

Service Period Fields for Recurring Invoices [Germany Edition]

Zoho Invoice now automatically populates Service Start Date, Service End Date, and Transaction Posting Date on every invoice generated by a recurring invoice. The service period dates are auto-derived from the recurring invoice's billing term, ensuring every invoice meets §14 UStG requirements with zero additional input required.

Track Custom Field Usage

You can now view your overall usage and remaining limits for custom fields from each Field Customisation page. The usage summary shows the number of fields used and available, helping you plan customisations more effectively.

To view this:
  1. Go to Settings.
  2. Select a module.
  3. Navigate to Fields > Custom Field Usage.

Customise PDF Template for Expenses

You can now create and customise multiple PDF templates for expense records, making it easier to maintain consistency across your transactions.

To create a new template:
  1. Go to Settings > PDF Templates.
  2. Select Expenses.
  3. Click + New.

Other Enhancements

  1. Support for Korean, Polish, and Greek: You can now access Zoho Invoice in three additional languages; Korean, Polish, and Greek, helping you use Zoho Invoice comfortably in your preferred language. To switch languages, go to Settings > Organization Profile and choose your preferred language from the Organization Language dropdown.
  2. Display Organization Details in Report Exports: You can now include organization details in your report export files. This ensures every exported report carries your business information, making them audit-ready and easier to identify.

That's all for our April to June 2026 updates! We hope these enhancements make your invoicing experience even smoother. To stay updated about the latest updates and enhancements, visit the What's New timeline.

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.

We'd love to know what you think of the latest features. Drop your thoughts in the comments below, or write to us at support@zohoinvoice.com for any clarifications or assistance.

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

    • Goals API - Zoho People

      Hi Team, I would like to get the API details for retrieving organisation-wise Goals from Zoho People. Currently, I am able to retrieve individual employee goals using the following API: https://people.zoho.com/api/v3/performance/goal/{emp_id} However,

    • Backorder process review - Automating Removal of Sales Order from "On Hold" When PO is Received

      Hello Zoho Inventory Team, Currently, sales orders in On Hold status are released only when the bill for the purchase order is created. In our workflow, it would be much more efficient if the sales order could automatically move out of On Hold as soon

    • 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

    • Which Is the best online store to buy office furniture in Australia ?

      The most important part of your office is the office furniture. Your office is not complete when you have not put the required furniture in place. You need a furniture in your office so that you and your employees have desks, tables, and chairs which

    • Add "Product Code" as available column and search criteria for Assemblies

      Hi Zoho Community. For product (item) assemblies, it would be helpful to be able to create a custom view search criteria that limits the view by product code or perhaps product category. Currently, Product Code is not an available option to display as

    • What's New - July 2026 | Zoho Backstage

      Hello everyone, We hope you’re having an expectation-exceeding event experience! We’ve been hard at work bringing you a bunch of enhancements designed to make event management even easier. Let’s take a look at what’s new in Zoho Backstage. Export delivery

    • Zoho Mail Does Not Integrate with Analytics

      Hello everyone, Just wanted to make a quick post about the problem with zoho mail. Currently it does not connect to Zoho Analytics, which I think is crazy considering both of these applications have existed for a long period of time. Even zoho voice a

    • Delete Field that is used in a Zoho Flow connection

      I'm trying to delete a Field used in a Webhook created by Zoho Flow with CRM Connection and i get the following alert: When going to the alert i get to the following issue, can't edit it since its been deployed by a pluggin But yes i have here the prompted

    • Zoho Books | Product updates | August 2026

      Hello users, July has been an exciting month for Zoho Books! This month, we're excited to introduce HTML PDF Templates, Placeholders as Pills, expanded approval workflows for Sales Returns and Journals, and significant compliance updates across the India,

    • Q3 USA ZUG Meetups - Build AI Agents with Zoho

      Hi everyone! What if you could build your own AI agent from scratch in just one session? That's exactly what we're going to do at the upcoming ZUG Meetups across the United States, where you'll get hands-on experience with Zia Agents and explore how AI

    • Data Export is forcing Creation/Modified date just like reports

      The data export now forces you to select a created or modified date. There is not an All-Time option. This severely cripples the whole function of data export for audit purposes. If the data export (or reports for that matter), requires a date, there

    • Default ticket template in helpcenter

      Hello, I have a web form and a ticket template created. How can I make that my default ticket template? If an user clicks New ticket or create a ticket, I want that template to be the default one. Thank you for the time and info.

    • Zia Agents looks promising, but I still cannot deploy my first agent or connect WhatsApp after weeks of support tickets

      Hi Everyone, I am posting here because I am stuck and need practical help from someone who has successfully deployed a Zia Agent with WhatsApp. Zia Agents looks like a very promising product. I have watched the platform expand quickly, and I have noticed

    • Valid characters for use in email addresses using Zoho's apps/APIs

      We have found an issue with the + sign character in zoho subs - we are allowed to create a customer with an email address that has a plus sign but the API doesn't allow the + so the billing portal is not created. We are going to prevent users from using

    • Why cant i see the Campaigns module in my Zoho app

      I am on the ZOHO CRM Standard edition. I can clearly see and use the Campaign module when viewing the ZOHO CRM desktop. When I switch to my phone, the Campaign Module does not show. I have gone through all the settings I can think of, but I still can't

    • Feature Request – Per-Channel Pre-Chat Form Controls

      We'd like the ability to enable/disable the pre-chat form on a per-channel basis, rather than having a single global setting. On the website widget, asking for name and email before chat starts makes sense. On WhatsApp, however, email isn't necessary

    • Remove the mandatory Name Card buttons (or at least make them optional)

      Please remove the mandatory Name Card buttons (or at least make them optional) A recent change to the Name Card in Zoho SalesIQ (currently affecting WhatsApp) introduced mandatory buttons before a visitor can provide their name. I believe this change

    • Copy + Paste in Notes: Text color and text background are not retained

      I've recently started using Zoho Notebook as an Evernote replacement. When copying and pasting text within Zoho Notes, I notice that the formatting of the text (text color and background color) is not retained when pasting. Only the attributes "Bold"

    • Need to show discount before total after subtotal

      Need to show discount before total after subtotal on my estimate template (see attachment)

    • Google Ads Data is Publicly available in Zoho CRM

      We recently discovered that ALL of the following Google Ads fields are visible to all users in our CRM that have access to either Leads or Contacts modules. Not only is this troubling and inconvenient, it should be unacceptable. It also creates a mess

    • Zoho Books bill pay option not available with zoho one

      Why isn't Zoho Books bill pay add-on not available for Zoho one customers not even as a purchasable option. I think this is very inconvenient for companies wanting to use this feature all in one system

    • Bounce rates

      Where can I see my bounce rates for: 1. Each email I send out, and 2. in total?

    • ¿Puedo migrar mi sitio desde WordPress a Zoho? ¿Zoho admite herramientas con código personalizado?

      ¡Hola comunidad! Estoy evaluando la posibilidad de migrar mi sitio web https://calculadoradenotas.cl/ desde WordPress a una solución Zoho, y tengo algunas dudas técnicas que espero puedan aclararme. Mi sitio no es solo informativo: es una herramienta

    • Add a Parameter to the ZOHO CRM Deluge sendmail to denote priority (defaulting to normal if unspecified)

      Hello! There is a similar thread for Creator out there that is 2 years old, but I'd like to raise it in the ZOHO CRM category as well. Would you kindly update the existing Deluge sendmail function to allow a priority parameter? The parameter should allow

    • Set Custom Icon for Custom Modules in new Zoho CRM UI

    • Email outbox is now available in the sandbox

      Hello all! Testing emails without visibility has always been a blind spot in the sandbox. With the new Outbox, that gap is closed. You can now view and verify every email triggered from your sandbox, whether it’s through workflows, approvals, or mass

    • Transform your line of items into line items: ICR can now record your table values as subform values

      Enhancement in Zoho CRM Dear Customers, We hope you're well! Zia Vision’s ICR capability can now recognize, extract, and store tabulated values in your subforms. An ideal example is a university application form. It has printed fields and handwritten

    • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

      so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

    • Add the ability to Hide Pages in Page Rules

      Hi, We have Field Rules to show and hide fields and we have page Rules, but we can't hide a page in Page Rules so it isn't completed before the previous page (And then have the Deny Rules to prevent submitting without both pages completed), we can only

    • Calendar Year View?

      Is there a way I can view the calendar in year view? Maybe create a page with a view like this?

    • Automation Series: Auto-update Project End Date When a Task is Rescheduled

      When a project is planned, tasks are scheduled within the projects timeline. Any delay in the predecessor tasks can delay dependent tasks, which can in turn impact the project timeline. Unless the project is manually rescheduled, the end date might not

    • What is a realistic turnaround time for account review for ZeptoMail?

      On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still

    • Zoho Social | Instagram Integration in Zoho Desk

      Good day Zoho team! I have a question. If we link the Instagram business account to our Facebook page, and we integrate the Facebook to Social in Zoho Desk, the "Messages" from Facebook will be converted into Ticket right? Does it also convert the Instagram

    • Rich-text fields in Zoho CRM

      Moderation Update: During the initial release of Rich Text fields, it was supported only in the Enterprise and Ultimate editions. We have gradually extended Rich Text fields to all the paid editions of Zoho CRM. Hello everyone, We're thrilled to announce

    • Tip #52: Practical uses of Zia Search in Zoho Sprints

      If your agile team uses multiple Zoho apps, your team members might often find themselves switching between those apps looking for related information. When the data you're looking for is spread across different workspaces within Zoho environment, rely

    • New field in Zoho Forms: Validate structured data with the Regex field

      Have you ever received form submissions where the information looked almost correct but wasn't quite in the format you expected? Maybe an employee ID was missing a character. A PAN number was entered in lowercase. A license number had an extra space.

    • Import Excel from email into CRM

      I receive a daily Excel file by email and I would like to have it automatically imported into a custom Zoho CRM module. Do you think there's anything that can be done? My first idea was searching for a native option in CRM, such as "send an email to a

    • Approve records efficiently: Useful enhancements to My Jobs module and Approval process in Zoho CRM

      Dear Customers, As you might know, approval process is a process automation tool that allows you to automate approvals in your organization and My Jobs is where you approve requests from a single point of view. Here's how you'd go about it: You’d add

    • Zoho Connect is now even smarter and more personalized

      Hello everyone, We’re excited to introduce new features and enhancements to help you personalize the employee experience, connect workplace knowledge with AI, and create more engaging dashboards. Deliver relevant dashboards with Audience With Audience,

    • Stop Zoho Projects From Automatically Adding Client Users

      I have a custom function that creates a Zoho Project for every Quote attached to a Deal when it moves to Closed Won. Everything works fine, except for the fact that connecting a Zoho Project to the CRM automatically takes the Contact associated with the

    • Next Page