What's New in Zoho Invoice | Jan - Apr 2024

What's New in Zoho Invoice | Jan - Apr 2024

Hello everyone,
We're glad to meet you with the latest set of feature updates made to Zoho Invoice from January to April. Keep reading to learn more about them.

You'll learn more about the following feature updates: 

Safaricom M-PESA Integration [Kenya Edition]

The Safaricom M-PESA integration is now available in Zoho Invoice. You can set up the integration and receive payments in the KES currency from your customers. M-PESA is a digital mobile payments service in Kenya that lets you seamlessly process payments using e-wallets.

To set up the integration, go to Settings > Online Payments. Navigate to the Alternate Modes section and click Set up Now near Safaricom M-PESA.


Simple Calculator Support in Rate Fields
You can now perform basic calculations directly in the Rate field in transactions using parentheses ( ) and the arithmetic operators + - / *. This is helpful when you need to make quick tax deductions before entering item rates in transactions. Note that the calculations follow the BODMAS rule.

Show SAT Item Details in Transaction PDFs [Mexico Edition]
The SAT Item Code and SAT Unit Code fields can now be displayed in the item table of your transaction PDFs. You can customize how these fields will be displayed in your transaction PDFs or choose to hide them from Templates.

To access this preference, go to Settings > PDF Templates. Select a template and click the Table section. Here, you can select the SAT fields and customize them as required.


Update Your Organisation's MSME Details in Zoho Invoice [India Edition]
If your organisation is registered as an MSME, you can add its MSME details and display the MSME/Udyam Registration Number in your transaction PDFs to stay compliant with section 43B(h) of the Finance Act 2023.

The Government of India introduced the Micro, Small, and Medium Enterprises Development (MSMED) Act, 2006 aiming to promote the growth of MSMEs. Following this, as per Section 43B(h) of the Finance Act of 2023, MSME-registered businesses must receive payments within 45 days from the date of purchase to prevent tax liabilities.



Display a UPI QR Code in Invoice PDFs [India Edition]

You can now allow your customers to easily scan a UPI QR code and make payments for invoices. Note that you'll need to record received payments manually if you enable this option.

To configure a UPI QR code, go to Settings > Invoices > Invoice QR Code. Enter the required details and click Save.


Split and Record Offline Payments for Invoices
You can now split and record a single invoice payment, adding up to three split payments with different payment methods. You can do this only when recording a payment during invoice creation. This feature comes in handy when you receive offline payments for your invoices via different payment modes. 

To add a split payment, go to Invoices from the sidebar. Select the [] I have received the payment checkbox during invoice creation.


Create Organizations With ZiG As the Base Currency
You can now create organisations with ZiG (Zimbabwe Gold) as the base currency, and create transactions in ZiG for your customers in Zimbabwe. If required, Global edition organizations can change their base currency and transact in ZiG with their customers. ZiG is the newly-launched gold-based currency by the Reserve Bank of Zimbabwe.

To create a new organization, click the Organization Slider in the top band. Select Manage, and click + New Organization. Select Zimbabwe for Organization Location, and ZiG for Currency. 


Alipay Payment Method via Stripe

We've introduced Alipay as a payment method via Stripe. Alipay is a popular digital wallet that is widely used in China. You can set up Alipay and receive payments in the CNY currency. Additionally, you can also receive payments in AUD, CAD, EUR, GBP, HKD, JPY, SGD, MYR, NZD, and USD currencies based on your business's location. Note that you will need to enable this payment method in your Stripe account as well.

The Stripe integration is available in these editions: United States, United Kingdom, Canada, Australia, Global and India. 

To enable this payment method, go to Settings > Online Payments > Stripe > Advanced Settings.


Other Enhancements
VAT Exempt and Out of Scope Options for VAT [United Kingdom Edition]
If your customer's Tax Treatment is United Kingdom, you can select their VAT as either VAT Exempt or Out of Scope.


Export Delivery Challans [India Edition]
You can now export the delivery challans you've created as a single file. You can also set a password to protect the exported file, if required.



The Zoho Finance Workshop
Zoho Invoice is a part of the Zoho Finance Suite, which includes apps that help streamline business's finances and operations. Join our two-day workshop on the Zoho Finance Suite and explore an interactive line-up of product sessions, schedule one-on-ones, and more.

Visit this page for more details.



We update our mobile apps regularly, so visit the App Store, Google Play, or Microsoft Store to ensure you're on the latest version.

That's it from us for the latest product updates! We hope the latest enhancements are helpful for your business. You can also visit the What's New timeline for byte-sized information about our previous feature updates and enhancements.

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

    • Bulk Fill In & Edit PO/Bill/SO/Invoice

      Hello, I am adding stock in bulk on a PO, the system is automatically populating the Rate (price) and Tax from the item data. Problem is that the bill rate is different from the rate on the item data, so I have to manually erase each and enter the price.

    • Separate Items & Services

      Hi, please separate items and services into different categories. Thank you

    • Items Below Reorder Point Report?

      Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something s

    • Allocating inventory to specific SO's

      Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could

    • Cancelled Transfer order problem

      Hello, We've canceled a transfer order, and we can't add the related items to a new Transfer Order. The system tells us that the bin doesn't have the required quantity, but when we check the item, it indicates that there are 2 units in the bin. It also

    • Creating a Chart from a Report

      In Zoho Analytics, is it possible to create a chart from a Pivot View report? We are looking to use Zoho Analytics to replace Excel for Sales reports and would like to be able to show both the table and the chart together.

    • Client Portal ZOHO ONE

      Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would

    • Email Insights included in Bigin emals are marked as SPAM everywhere

      Today I noticed that email recipients who use Office 365 never receive emails sent from Bigin. Further examination showed that all Email Insights links in email headers are marked as spam/phishing by Office 365. Example screen included. The problem is

    • Data Import | Zoho Analytics Custom Query Window Size

      Please increase the window size for the Custom Query Data Import. It's impossible to work with such a small query window.

    • Name changed in settings for mailbox but still not changed when typed in To field

      In the email account secretary@ i have updaetd the new staff members details but the old members name still appears when I type secretary@ in the To field. I cant work out where Zoho is finding the old name from. I have deleted the browser cache. If I

    • Cannot add my name to my domain name

      I want to have My name@mydomain.com and it says my name is linked to another account already. Please fix it since I do not have another account.

    • Invoice status on write-off is "Paid" - how do I change this to "Written off"

      HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way

    • Establishing new Zoho email account on laptop

      Good Morning: I am very long time Outlook business user and decided to try your email service last night and had established an account. I am trying to verify my account; how do I establish my Zoho email account on my laptop? I opened the account with

    • unable to send message reason 550 5.4.6 unusual sending activity

      My email account can't send message. It shows unable to send message reason 550 5.4.6 unusual sending activity detected

    • how to add email to existing organization i w

      I am already registered my organization and i have an email id. I need one more email id but i can't find anywhere .i want the cheapest email id . how to add ?

    • e-mail bloqueado

      Estou com meu e-mail lucas@peplus.me bloqueado, preciso desbloquear para retorno de usos em minhas atividades.

    • zoho labels api not working

      We're using n8n to automte email reply using zoho api. I'm facing issue with label api. I added the required scopes but its not working. i followed zoho api documentation but didn't work. also, where do i find/how do i create zoho oauth token mentioneeed

    • Desk DMARC forwarding failure for some senders

      I am not receiving important emails into Desk, because of DMARC errors. Here's what's happening: 1. email is sent from customer e.g. john@doe.com, to my email address, e.g info@acme.com 2. email is delivered successfully to info@acme.com (a shared inbox

    • Streams/Shared email doesn't show up in windows trident app. It works fine on MAC. Is there any difference between 2 install ?

      I can see streams/share email boxs on my MAC version of trident app but i can't see them in windows version of trident app. Is there any difference between 2 install? I try to find setting but not able to see any setting to add stream/share email boxes.

    • add zoho account

      How to add a zoho mail to previous zoho account? I have two

    • Zoho Desk Mobile App Year-End Roundup - 2025

      Dear Zoho Desk users, Greetings! As you gear up for the festive season, we are excited to share a quick journey into all that is released in 2025! Zia's generative AI capabilities Zia insights can be highly beneficial in helping agents manage daily support

    • Narrative 17: The role of Zia AI in customer support

      Behind the scenes of a successful ticketing system: BTS Series Narrative 17: The role of Zia AI in customer support Overview Zia in Zoho Desk is a layered AI assistant that combines generative AI, prediction, and automation to support agents, automate

    • Domain Transaction

      I have purchased a domain name called trainedworkforce.co.in I made the payment got the receipt but the domain is still not purchased after successful transaction .

    • Ability to Set a Unified Tab Order/View for All Users in Zoho Projects

      Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding tab/menu organization in Zoho Projects. Current Behavior: The tab (module) order in Zoho Projects is user-specific. Each user (internal or external)

    • Zohomail - The "All Messages" vs "In Box"

      Why do some new email message appear under the all messages view but not in my inbox? That's really annoying but to be fair I've experienced the same with gmail.

    • error while listing mails

      I can't access email in any of my folders: Oops, an error occurred - retry produces the second error response: error while listing mails (cannot parse null string). I've signed in and out of Zoho, restarted my iMac.

    • Introducing the Zoho Projects Learning Space

      Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,

    • Where to show Customization Field ?

      Dear Sir, I have made some New Field in Item Field Customisation. Now I don't require that field in Estimate, Sales Orders etc. I just wants that field in Sales Invoice to Show/Hide... Is that possible ?

    • Zoho Desk 2025 round-up: Key highlights on feature releases

      Hello everyone, As we gear up for 2026, here is a detailed round-up of all feature releases in Zoho Desk web throughout the year. For consolidated information on releases check out the What’s New page You can also watch these webinars. Zia in web Zia

    • Print Sales Orders, Purchase Orders or Invoices from API

      Hello, Is it possible to use the print option that is available in Sales Orders Purchase Orders and Invoices with the API?. I don't see any information in the docs about this. Thanks

    • How to show a hided report??

      in CRM Report , I clicked Hide incidently , how to show the floder again? Nowhere I can find the hided report floder...

    • Converting Customer Invoice to Purchase Bill

      Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate

    • Email tracking inquiry

      I am trying to track when my emails are opened and clicked like I previously did in HubSpot. HubSpot pretty much did the entire process automatically. After digging through, I finally found in settings --> emails --> BCC Dropbox there is an email I can

    • Mass Update of Lookup Fields not possible

      Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a

    • Collapsible Sections & Section Navigation Needed

      The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.

    • Quick Create needs Client Script support

      As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

    • Download Attached Files

      Hi everyone, Brand new to Zoho Creator.  I have a form with a subform. The subform has a field for "File Upload"   I have this in a subform to allow multiple files to be uploaded to the parent form. Once the files are uploaded, how can i download or view them?   Is this a setting I am just not seeing? If there isn't a way to download them, could i create another form field that dynamically creates the file's URL?  That way a user can click the URL to get to the file? Any help with this would be greatly

    • Ticket layout based on field or contact

      Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup

    • No funcionan correctamente el calculo de las horas laborales para informe de tickets

      Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de

    • Zoho Mail Android app update: Set out of office response exclusively for organization members and external users, response interval

      Hello everyone! We have now introduced an option to configure out of office messages exclusively for organization members and external users within the Zoho Mail app. Additionally, now you can also customize response intervals for the Out of office messages.

    • Next Page