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

    • Zoho sheet

      Unable to share zoho sheet with anyone on internet with editer option only view option is show

    • 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

    • Add another account

      How to add another mail account to my zoho mail.

    • Recover deleted user

      Hi by mistake i have deleted an added user and his email associated. Please help me recover it thank you.

    • No connection to the server

      Hello! I can't add a new email address to my mailbox because your server is rejecting me. Please help. I took and added a screenshot of this problem Marek Olbrys

    • Emails missing from desktop but visible on phone

      Subject says it all. Windows 11 laptop. Apple phone. all systems up to date.

    • Website Hosting

      Hello, I want to host my domain on Hostinger, and I want my emails to run through Zoho Mail. Please provide me with the SPF record, MX record (Type: TXT), and A record, so that I don’t face any issues with my emails. My website is on Hostinger hosting,

    • Can not search zoho mail after update V.1.7.0

      i can not search mail on to and cc box from attached picture and then search contacts box can't click or use anything. include replay mail too.

    • How to retreive the "To be received" value of an Item displayed in Zoho inventory.

      Hi everyone, We have our own Deluge code to generate a PO according to taget quantity and box quantity, pretty usefull and powerful! However, we want to reduce our quantity to order according to "To be received" variable. Seems like this might not even

    • Kaizen #211 - Answering your Questions | Using Canvas and Widgets to Tailor CRM for Mobile

      Howdy, tech wizards! We are back with the final post in addressing the queries you shared for our 200th milestone. This week, we are focusing on a couple of queries on Zoho CRM mobile configurations and custom payment gateway integration. 1. Mobile SDK

    • Remove "Invalid entries found. Rectify and submit again" modal

      Following up on a post from a few years back, but can the Zoho team consider either removing the 'Invalid entries found. Rectify and submit again' modal that displays for empty mandatory fields OR allow an admin to change it? I've built a custom error

    • Cadence reports as front-end reports

      Hello everyone, We have built a cadence which is connected to the Leads module. There are 11 steps in total, 7 are automatic emails and 4 are tasks for the Lead owners. As admins, we have access to this (very nicely made) 'View Reports' tab where we can

    • Show elapsed time on the thank-you page?

      Is it possible to display the total time a user spent filling out a Zoho Form on the thank-you? I’d like to show the difference between the `form submission timestamp` and the `start time` (currently have a hidden Date-Time field set to autofill the date

    • I need to do crud with snippet html

      I need to implement a form with an improved user interface. I would like to use snippets to build a CRUD that allows me to create and update records. How could I achieve this using snippets?

    • Incorrect “correct” password on email client apple mail

      I have troubleshot this account several times. I have deleted and re added account. It keeps saying incorrect password. Can you check that it is not locked on your end?

    • Is it possible to lock editing subform rows?

      Ideally editing would only be locked after the form has been updated but I still want them to be able to add new subform records at any time and they should be able to delete rows from the subform. It is a named subform if that's relevant however the

    • What is the maximum file size of a video upload in Zoho chat?

      Can I upload a 20 mb video file and share it with my colleagues? 

    • Update a field in ALL all calls under a contact

      HI guys! I have written some deluge code to update a field in my calls after i have comepleted the call, i need this field to update in all my scheduled calls as well that are comeing up. I just cant seem to get it to work, i have put teh code below,

    • Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider

      I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's

    • Fat Download of Ulaa Browser

      I just observed that Ulaa Browser is offering an one-capsule big download. These days it is a custom to offer a small bootstrap downloader and based on user customization options an appropriate download completes. And this is particularly common with

    • Billing Management: #8 Usage Billing in Logistics & Delivery Services

      The logistics and delivery industry thrives on movement and precision. Every delivery completed, every kilometre driven, and every ton transported is a measurable activity. However, billing often lags behind. Many logistics companies still rely on fixed-rate

    • Tags for New Tickets

      Hi there, When creating a new ticket, there is currently no way to choose a tag you would like to associate with the new ticket. Being able to associate a tag while creating a new ticket will be very beneficial as it will save time and flow well with

    • Zoho Desk: No Incoming email

      Is Zoho Desk services down? No incoming email reflect to desk tickets.

    • Zoho CRM - Widgets | Update #3 : Introducing SDK V1.5 along with new ZDK Methods and ZRC Support

      Hello everyone! Widgets in Zoho CRM just got a big upgrade! With the release of SDK v1.5, developers can now create more immersive widget experiences. This update elevates Widget development with new ZDK methods for easier interactivity and ZRC support

    • Unusual activity detected, account blocked

      I am unable to send emails and am getting the error "Outgoing blocked: Unusual activity detected. To unblock your account, please and submit a request. Learn more.". I am unsure as to why this is happening since all my activity is legitimate, mainly confirmation

    • Unable to Send Emails – Outgoing Mail Blocked (Error 554 5.1.8)

      Description: Hello Zoho Support Team, I am facing an issue with my Zoho Mail account ( admin@osamarahmani.tech ). Whenever I try to send an email, I get the following error: 554 5.1.8 Email Outgoing Blocked I would like to clarify that I have not done

    • Issue connecting Zoho Mail to Thunderbird (IMAP/SMTP authentication error)

      Dear Zoho Support, I am trying to configure my Zoho Mail account on Thunderbird, but I keep getting authentication errors. Account: info@baktradingtn.com Domain: baktradingtn.com Settings used: IMAP: imap.zoho.com, Port 993, SSL/TLS, Normal Password SMTP:

    • Payment issue with Mail Lite plan – personal NIF not accepted as payment info

      Hello, I have already contacted Zoho Support by email regarding this, but since I haven’t received any reply yet, I’m sharing it here as well to see if the community can help. I’m facing a payment issue for my Mail Lite plan. I have a personal account

    • Customer payment alerts in Zoho Cliq

      For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,

    • Figma in Zoho Creator

      Hi Team, I’m creating a form using Figma and would like to know how to add workflows like scheduling, custom validation, and other logic to it. Can anyone help me understand how to set this up for a Figma-based Creator UI form?

    • Not receiving Gmail confirmation email to send emails as Zoho account from Gmail

      Hello! I'm having an issue with the "Send mail as" option on Gmail. I am not receiving the confirmation email on my Zoho Mail account. A few days ago, it worked, then it stopped, and now when I try to fix it, I simply don't receive the confirmation email

    • Restore lost Invoice!

      Some time ago I tried to Upgrade from Invoice to Books. I not upgraded and staid n Invoice. Now i tried again and first i deleted the old trial of books. But now all is gone, PLEASE HELP!! i have no backup and i have to have at least 7 years data retention by law. 

    • Zoho Desk Down

      Not loading

    • lookup and integrated forms

      I might be misunderstanding things but I wanted to integrate our zoho crm contacts into creator. I imagined that when I used the integration it would mirror into creator. It did brilliant. BUT We have a ticket form in creator that we want to use a lookup

    • Partially receive PO without partial Bill?

      Most of our inventory is pre-paid. Let's say we purchase 30 pieces of 3 different items for a total of 90 pieces. It is common for our supplier to send us the items as they are ready. So we will receive 30 pieces at a time. How can I partially receive

    • 2 users editing the same record - loose changes

      Hello, I'm very new to Zoho so apology if this has been addressed somewhere i can't find. I have noticed the following: If we have 2 users put an inventory item in edit mode at the same time: say user1 click on edit and user2 while user1 is still in edit,

    • How to get the Dashboard page to be the first page when you open the app

      So when it opens on a tablet or phone it opens on the welcome page, thanks.

    • How I set default email addresses for Sales Orders and Invoices

      I have customers that have different departments that handle Sales Orders and Invoices. How can i set a default email for Sales Orders that's different than the default email for Invoices? Is there a way I can automate this using the Contact Persons Departments

    • Formula fields not refreshing until page is reloaded

      I need help/advice about the formula fields and how I can refresh the information in real-time. We have two formula fields on our deals page which show calculated prices: One formula is in a subform which calculates the subform total + 1 other field amount

    • How can I setup Zoho MCP with Chat GPT

      I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?

    • Next Page