15 September, 2020
- Supported the GBP currency to be displayed in the 'Total amount in words' in templates.
14 September, 2020
- Provided the option to upload import files from cloud storage services like Zoho WorkDrive, Google Drive, Dropbox, and OneDrive.
10 September, 2020
- Increased the number of custom fields that can be created per module to 103 for the Professional plan of Zoho Invoice.
07 September, 2020
- Provided the option to customize the address format for each template.
03 September, 2020
- Added a tiny dashboard in the Invoices module to view a summary of receivables.
01 September, 2020
- Provided the option to sign and accept estimates using their public link.
27 August, 2020
- Provided the option to choose discount preference at the line item level for organizations integrated with Avalara (US and Canada editions).
24 August, 2020
- Introduced the option to apply a customer's unused credits to their recurring invoices automatically.
14 August, 2020
- Provided the option to select a custom start date for the fiscal year (UK edition).
- Supported the EUR currency to be displayed in the 'Total amount in words' in templates.
30 July, 2020
- Allowed 30 options to be selected as values for the multi-select custom field.
29 July, 2020
- Supported the branch address to be displayed on custom templates (India edition).
22 July, 2020
- Provided the option to mark GST settings as active or inactive (India edition).
14 July, 2020
- Added branch details in the Zoho Analytics integration to create reports (India edition).
06 July, 2020
- Retained the customizations for Payments Received reports.
03 July, 2020
- Introduced the Payment Links module to generate a link, share it with customers, and accept online payments instantly.
02 July, 2020
- Added the PayTabs integration (Global edition).
- Redesigned the payment page for the client portal.
30 June, 2020
- Introduced an update tool to help you stay compliant with the increased VAT rate (SA edition).
29 June, 2020
- Added an option to request your customers to update their GST information (India edition).
26 June, 2020
- Provided the option to customize the header and footer of a report when exporting it as an XLS or XLSX.
09 June, 2020
- Change your invoice preferences in a sidebar right from the invoice details page.
04 June, 2020
- Enabled Custom Views and Column Customization for Delivery Challans (India edition).
29 May, 2020
- Supported the multi-select and multi-line custom fields in workflows, field updates and field validations.
28 May, 2020
- Added the option to compare data of reports side-by-side for custom date ranges.
- Provided the option to customize the SMS Notifications report based on the notification type and customer name.
27 May, 2020
- Provided the option to restrict access to custom fields based on a user's role.
22 May, 2020
- Introduced the Receivable Summary and Receivable Details reports.
20 May, 2020
- Supported the option to enable or disable the promotional banner for Zoho Invoice.
18 May, 2020
- Provided the option to print multiple invoices (Global edition). The font size of the copy label can also be changed.
13 May, 2020
- Supported the option to group records by the date, customer name, payment type, or currency in the Payments Received report.
08 May, 2020
- Introduced Volume Pricing to set price breaks for items depending on the quantity sold.
- Introduced the Refer and Earn option.
05 May, 2020
- Extended custom buttons and custom links to recurring invoices, recurring expenses, and payments received.
- Provided the option to send an SMS reminder for outstanding customer balance.
- Supported additional arguments ( data type: String and Timestamp) for custom buttons.
29 April, 2020
- Manage multiple branches and associate a GSTIN for each of them (Indian edition).
27 April, 2020
- Supported three new languages: Bahasa Indonesia, Thai, and Vietnamese.
23 April, 2020
- Introduced the option to set a revenue budget for projects.
20 April, 2020
- Redesigned the dashboard of the client portal.
- Provided the option to search for credit notes and retainer invoices by their associated Project Name, using the Advanced Search.
14 April, 2020
- Added a sidebar to view the selected item's previous transactions contextually, while creating a new transaction.
- Allowed users to skip digital signature for sending estimates and invoices.
08 April, 2020
- Added the Project Revenue Summary report.
01 April, 2020
- Provided the option to compare the data of Sales by Item report side-by-side with its previous year or period.
30 March, 2020
- Added the Customer Balance Summary report (Indian edition).
25 March, 2020
- Introduced Mercado Pago integration for users in the Latin America region to collect payments securely (Global edition).
24 March, 2020
- The EC Sales List and VAT Moss reports are now available for Zoho Invoice users in any plan (UK edition).
- Provided the option to bulk add projects to line items when editing an invoice.
- Added the option to show/hide columns in the Sales by Sales Person report.
20 March, 2020
- Allowed items to be created with the same item name, provided that they're associated with unique SKUs.
17 March, 2020
- Provided the option to compare the data of Sales by Customer report side-by-side with its previous year or period.
- Added the option to levy tax on shipping charges (Global and UK edition).
12 March, 2020
- Redesigned the invoice details page to provide you with a better user experience.
06 March, 2020
- Introduced the Total Taxable Amount option in the predefined templates of estimates.
03 March, 2020
- Provided the option to customize the layout of your report's PDF for printing and exporting.
27 February, 2020
- Added the Attachment data type in custom fields.
18 February, 2020
- Provided the option to add multiple GSTINs for customers (Indian edition).
- Introduced the Scheduled Reports page to view all scheduled reports and make changes to them easily.
17 February, 2020
- Included the option to show/hide columns in the Time to Get Paid report, and also group the records by Currency or Owner Name.
06 February, 2020
- Moved the Online Payments section outside of Integrations, and can now be found under the Settings.
28 January, 2020
- Added a filter to view all the written off invoices.
- Added a subject field to invoices and credit notes.
22 January, 2020
- Revamped the manage organizations page.
21 January, 2020
- Introduced related lists to fetch and view data from within the app or other third-party services.
- Provided the option to bulk associate a contact person to draft transactions of that customer.
08 January, 2020
- Provided the option to view all the price lists associated with an item, in the item's overview page.
27 December, 2019
- Extended validation rules for invoices too.
23 December, 2019
- You can now export the complete Invoice Details report.
20 December, 2019
- Provided the option to include the address fields in the reports of invoices, credit notes, retainer invoices, and estimates while customizing them.
11 December, 2019
- Introduced the Recent Updates tab in the dashboard to update you on the newly released features.
05 December, 2019
- Price lists can now be applied at the line item level.
28 November, 2019
- Provided the option to restrict access to view, create, edit, and delete price lists based on the user roles in your organization.
27 November, 2019
- Included the option to customize the Invoice Details report with the different Write Off details such as the Write Off Date, Write Off Amount, etc.
21 November, 2019
- Introduced Zoho Invoice - Zoho Sign integration to sign invoices and estimates digitally (For all editions except Indian edition).
06 November, 2019
- Added the option to upload documents from Zoho WorkDrive.
05 November, 2019
- Increased the limit of interval from 30 days to 90 days in Aging Details and Aging Summary reports.
01 November, 2019
- Provided the option to authenticate your sender address domains by adding DKIM and SPF records in Zoho Invoice.
30 October, 2019
- Provided the option to view the custom field usage stats.
- Added the option to show/hide columns, add advanced filters, or group by certain columns in the Refund History report of Payments Received.
29 October, 2019
- Added the option to show/hide columns in the Delivery Challan Details report.
- Added the option to group by customer name in the Sales By Item report.
- Introduced the Total Taxable Amount option in the predefined templates of invoices and credit notes.
22 October, 2019
- Provided the ability to change the format of the amount field in the creation page depending on the currency.
21 October, 2019
- Enabled the option to create a custom view to filter recurring invoices based on their profile preference.
18 October, 2019
- Revamped the list page of change template.
16 October, 2019
- Added the option to choose the position of columns when customizing reports.
14 October, 2019
- Supported the tabular view of execution results in custom buttons.
04 October, 2019
- Introduced column in the Tax Summary table to display the total tax amount.
01 October, 2019
- Added the option to bulk update display name and credit limit for customers.
24 September, 2019
- Fixed the table headers of reports and entity tables at the top of the page.
23 September, 2019
- Provided the option to select a date range of timesheets to be billed for a project.
17 September, 2019
- Added Connections feature to connect with third-party apps securely.
12 September, 2019
- Introduced the option to restrict the access to view the dashboard reports based on user roles.
05 September, 2019
- Enabled the autoscan feature to convert uploaded receipts into expenses.
26 August, 2019
- Added the option in the Credit Notes template to show or hide an associated invoice's invoice number and invoice date (India and GCC editions).
- Provided the ability to change the font size of the email content in all email templates.
- Added the option to insert an image placeholder in custom templates.
23 August, 2019
- Added the option to export the current view for default filters of the Customer module.
21 August, 2019
- Enabled Zia Search to search for information across Zoho Invoice and other Zoho apps.
20 August, 2019
- Enabled multi-level approval for sales transactions.
- Added a pane to view estimate details contextually, within the invoice module..
14 August, 2019
- Provided item header placeholder for line items in custom templates.
13 August, 2019
- Added the option to execute webhooks as soon as you create or edit them.
12 August, 2019
- Introduced the option to print multiple invoices (Bahrain edition).
07 August, 2019
- Supported audit trail for tax settings (UAE, KSA and BH editions).
06 August, 2019
- Added the option to preview and edit the date range of customer statements that will be emailed to a customer.
- Extended SMS notification support to the Estimates module.
02 August, 2019
- Provided the option to map items using SKU when importing price lists.
25 July, 2019
- Enhanced Zoho Invoice - Zoho CRM integration to accommodate both B2B and B2C customers.
- Added an option to view invoice details contextually, within the estimates module.
23 July, 2019
- Revamped the design of the price list creation page.
- Provided tax option in Bulk Add Expenses page (Global & Canada edition).
- Revamped the design of the item import page.
19 July, 2019
- Introduced Paytm integration to accept payments (India edition).
- Supported ACH payments for users integrated with Stripe. Stripe ACH is available only for U.S. based organizations (Global & U.S. edition).
- Provided option to create an expense custom view or workflow criteria based on the availability of receipts.
- Added payment gateways in the bulk update option for recurring invoices.
18 July, 2019
- Supported the use of International Email ID, which are the email IDs that contain characters not included in the ASCII code.
16 July, 2019
- Introduced an item header for line items in invoices, recurring invoices, and estimates.
15 July, 2019
- Provided option to bulk add projects in line items of invoice creation page.
12 July, 2019
- Introduced profile level preference for recurring invoices. Additionally, added bulk update feature for the same.
- Extended the annexure feature to all the entity templates.
11 July, 2019
- Opened 'print bulk statement' and 'send bulk statement' options for custom view in customer module.
- Added exchange rate in the bulk update option of invoices.
10 July, 2019
- Renamed the Contacts module to Customers.
27 June, 2019
- Display a warning in the dashboard to indicate the number of recurring invoices with invalid VAT details (UAE, KSA and Bahrain edition).
- Domestic Reverse-Charge is now available for sales entities (Bahrain edition).
25 June, 2019
- Added an option to preview the list of unpaid invoices when emailing a contact or sending customer statement.
21 June, 2019
- Introduced ability to display an item's usage unit in templates.
20 June, 2019
- Provided option to bulk update Invoice Date and Payment Gateway in invoices.
19 June, 2019
- Introduced new SMS Templates for invoice notification messages.
14 June, 2019
- Revamped the registration flow for ICICI Eazypay (Indian edition).
- Enabled ability to send payment thank-you SMS manually.
12 June, 2019
- Provided option to resize the logo in Retail template.
11 June, 2019
- Added option to apply tax on shipping charge (UK edition).
10 June, 2019
- Added Text Box (Multi-line) data type in custom fields.
31 May, 2019
- Provided the Lookup data type for entities which supports custom fields for Customers, Users, Items and Projects.
29 May, 2019
- Added an option to adjust the positioning of shipping and billing address in invoice templates (Standard, Compact or Continental) by 30mm.
23 May, 2019
- When importing items, provided option to choose the field based on which the duplicate records should be overwritten.
- Introduced capability to select the contact persons who should be notified via SMS about invoice details or payment reminders.
22 May, 2019
- For custom fields with the Dropdown and Multi-Select data types, options can be added in bulk.
21 May, 2019
- Introduced timesheet approvals by project manager.
20 May, 2019
- Revamped the design of Advanced Search.
- Included the option to customize the Credit Note Details report with the different Invoice details such as the invoice number, invoice status, etc:-.
17 May, 2019
- Provided an option for customers to accept or decline an estimate using the public link shared with them.
- Added Email Insights to track the emails that you sent out for invoices, estimates and retainer invoices.
- Introduced bulk payment of outstanding invoices through the public link.
15 May, 2019
- Display an error message in the HTML editor of a template when users try to upload an image URL which is not public.
10 May, 2019
- Added support for linking the ICICI Eazypay account to ICICI Bank CIB portal (Indian edition).
08 May, 2019
- Provided option to link projects to expenses that are added in bulk. Columns that are viewed in this page can also be customized.
- Added South Sudanese pound (SSP) to the list of Currencies and introduced the country Somaliland to the list of Countries.
07 May, 2019
- Provided an option to assign a Currency Name to each currency.
30 Apr, 2019
- Introduced ACH payments through the Stripe integration.
- Added an option to import the taxes (US edition).
26 Apr, 2019
- Introduced validation rules for estimates.
25 Apr, 2019
- Provided option to edit item details in the line items of a transaction.
24 Apr, 2019
- Changed the invoice email template for new organizations to include PAY NOW button.
- Added multi-select data type in custom fields.
17 Apr, 2019
- An estimate or invoice can now be created right from the items list page.
16 Apr, 2019
- Added support for iDEAL payments using Stripe payment gateway for Netherland customers.
- Enabled the option to clone credit notes.
12 Apr, 2019
- VAT Summary report is now available in Zoho Invoice (Bahrain edition).
- Included option to view the supported languages when selecting a font for the templates.
10 Apr, 2019
- Introduced SMS add-on to send text messages to customers (Indian edition).
- Added Other Territory in valid GST state code list (Indian edition).
09 Apr, 2019
- Domestic Reverse-Charge is now available for purchase entities (Bahrain edition).
- Provided the option to associate projects to a retainer invoice at the entity level.
08 Apr, 2019
- Extended the option to associate projects to line items in invoices and credit notes.
- Enabled document copy support for Singapore organizations. Users can set the default print preference and also choose the number of copies to print in invoice details page.
- GoCardless payment gateway opened for Canada, New Zealand & Switzerland organizations.
- Added Maitree font in template PDFs which supports Thai characters.
06 Apr, 2019
- Provided option to pause a live timer in timesheets.
04 Apr, 2019
- Included option to Attach Payment Receipt PDF in Payment Received email page, if it has been enabled in Invoice settings.
03 Apr, 2019
- Notify other approvers when a transaction has been submitted for approval.
02 Apr, 2019
- We now support 6% composition scheme percentage (Indian edition).
- Provided option to group by invoice details report by Invoice Date, Due Date, Customer Name, Sales person or Currency.
01 Apr, 2019
- Supported the Deemed Export GST treatment (Indian edition).
- Added option to bulk update Payment Terms in invoices and recurring invoices.
28 Mar, 2019
- Revamped the design of the Template gallery list page based on their categories.
27 Mar, 2019
- Provided option to stop the timer for projects automatically when it reaches its set maximum hours per day.
- Included GSTIN, GST Treatment and Owner Name in show or hide columns of all the entity-level reports (Indian edition).
25 Mar, 2019
- Made the Razorpay integration more secure by moving to OAuth method to log in (Indian edition).
- Added option to filter Sales by Item report based on Customer.
- Added Retail templates for estimates and credit notes.
15 Mar, 2019
- Introduced a search bar inside the Page Tips section, to look up help resources from within Zoho Invoice application.
- Added 'Invoice Payment Link' placeholder for the Invoice and Retainer Invoice email templates.
- Increased the character limit for Annexure details in invoice templates to 50000.
12 Mar, 2019
- Added capability to export the current view of data in all the modules supporting custom views.
- Introduced custom schedulers to automate user-defined actions.
07 Mar, 2019
- Introduced PayTabs integration for all the GCC editions of Zoho Invoice (UAE, KSA & Bahrain).
26 Feb, 2019
- Included a Refund column in Customer Statement template.
20 Feb, 2019
- Provided Advanced Settings for ICICI eazypay (India).
- Enabled option to force delete custom fields used in transactions.
19 Feb, 2019
- Introduced Payments tab in invoice details page.
18 Feb, 2019
- Provided option to mark Salesperson field as mandatory.
- Introduced an option to enable/delete editing of accepted estimates.
15 Feb, 2019
- Added the option to enable/disable Terms and Conditions in all the templates.
14 Feb, 2019
- Provided option to resize the logo in templates.
- Introduced Announcements tab under Notifications.
- View customer details when creating an invoice.
8 Feb, 2019
- Introduced an option to enable/disable email notifications when invoices are created in draft status from a recurring invoice.
- Included the HSN and SAC-wise tax summary to the Spreadsheet and Spreadsheet Lite templates (India).
- Added A5 paper size support in all the templates.
4 Feb, 2019
- Included option to display Project Name in Customer Statement template.
30 Jan, 2019
- We enhanced our custom domain.
29 Jan, 2019
- We have updated the Android app of Zoho Invoice.
- You can now display 'Items in Total' and 'Payments Made' fields in Retail Templates.
24 Jan, 2019
- Provided 'Bulk Delete' option for payments received and projects.
10 Jan, 2019
- Provided the 'Payment stub' option for the 'Minimalist' template.
4 Jan, 2019
- Provided an option to mark your most used reports as favorites.
- Provided option to share the invoice links publicly and privately.
26 Dec, 2018
- Provided option to invoice bulk entities in the Timesheets module.
- Integrate Zoho Invoice with Twilio to send SMS notifications to your customers.
24 Dec, 2018
- Provided an option to set credit limits to your contacts.
21 Dec, 2018
- Introduced an option to request payment information from your clients.
19 Dec, 2018
18 Dec, 2018
10 Dec, 2018
- We enhanced all the reports to display additional information.
29 Nov, 2018
- Provided an option to display custom fields of the items in the Sales By Item report.
27 Nov, 2018
- Introduced an option to enable/disable editing of Invoiced Estimates.
22 Nov, 2018
- We have introduced In-app notifications that can be set up within the organization to notify the users about the actions that are being carried out on transactions.
- We have provided an option to mark any custom view as favorite, irrespective of the user who created it.
20 Nov, 2018
- We now support further more contact and invoice fields on the Invoice Details report and the default fields can be deselected if need be.
14 Nov, 2018
- We have pre-populated a set of Unit of Mesaurements in the Items module of Zoho Invoice for newly created organizations.
- We have provided an option to search for items using SKU codes on the price list creation page.
1 Nov, 2018
- Provided an option to add an additional signature to invoices.
26 Oct, 2018
- Provided Bulk Update option for Credit Notes.
25 Oct, 2018
- Introduced an option to associate additional billing and shipping addresses to recurring invoices .
- Provided Bulk Email option to send payment receipts to all the customers at the same time.
24 Oct, 2018
- Provided an action drop down in the list view of the Contacts Module.
- Introduced an option to share the invoice link from the list view of the Invoices module.
19 Oct, 2018
- Provided Bulk Update option for Projects.
15 Oct, 2018
- Provided Bulk Update option for Invoices.
9 Oct, 2018
- Provided an email icon to denote the mailed transactions in the list view.
- Provided a link to traverse to the estimate from which a retainer invoice was created and vice versa.
- Introduced custom buttons for Items and Timesheet modules.
8 Oct, 2018
- Provided the invoice link on the list view of the Timesheet Module
5 Oct, 2018
- Enhanced the customization feature of the customer statements.
4 Oct, 2018
- Introduced an option to import retainer payments.
26 Sep, 2018
- Introduced Client Approval for Time Entries.
20 Sep, 2018
- Provided an option to mark expenses as unbilled while voiding an invoice.
- Provided bulk update option for the Recurring Invoice module.
10 Sep, 2018
- Introduced Estimate Generator App for Android.
4 Sep, 2018
- Introduced GoCardless Payment gateway for the Australian edition of Zoho Invoice.
3 Sep, 2018
- Introduced Zoho Invoice - Zoho Mail integration.
23 Aug, 2018
- Enhanced the invoice creation page in the Timesheets module.
13 Aug, 2018
- Introduced an option to carry out detailed invoice actions on the invoices page
9 Aug, 2018
- Provided an option to export users.
23 July, 2018
- Provided an option to associate estimate number while exporting invoices.
- We have introduced new user roles for GST filing.
18 July, 2018
- We have provided an option to associate estimate numbers while importing invoices.
- Introduced an option to traverse back to the estimate from which an invoice was raised.
- Introduced a new template called Spreadsheet Lite.
17 July, 2018
- Our latest iOS update comes with an exclusive Retainer Invoice module.
12 July, 2018
- Intoduced additional filters for Timesheet entries.
6 July, 2018
- Introduced mail notifications for workflow limit.
29 June, 2018
- Inroduced the option to file GSTR 1 from Zoho Invoice (Indian Edition)
27 June, 2018
- Added advanced filters to the Invoice Details report.
- Provided the option to select and filter the Aging Details report of your Receivables by Customer Name.
21 June, 2018
- Introduced the shortcut key c + t to easily log time from anywhere in the app.
- Added the option to create a weekly log from the quick create section.
20 June, 2018
- Added the preference to include customer's shipping address while receiving payments via PayPal.
18 June, 2018
- Custom Buttons are now available for Credit Notes, Retainer Invoices and Expenses.
8 June, 2018
- Provided the option to update your estimates in bulk.
- Introduced the option to Hide the selling prices of items for particular roles.
5 June, 2018
- Zoho Books now retains the custom view even when you close and re-open Zoho Books.
4 June, 2018
- Intoduced customizable payment numbers for recording payments received.(Indian Edition)
25 May, 2018
- Introduced a filter to display the outstanding amount in your customer's Statement of Accounts.
- Provided an option to export PII along with the data exported from a module.
24 May, 2018
- Provided an option to store customer sensitive information (PII).
- Provided an option to permit/restrict your users from accessing the sensitive information (PII) of your customers.
18 May, 2018
- Introduced an option to export data based on the status of the transactions.
17 May, 2018
- Provided an option to search for addresses on the transaction creation page.
15 May, 2018
- Zoho Invoice can now be integrated with Zoho People.
8 May, 2018
- Introduced Advanced Filters option in the Payments Received report.
- All the enabled integrations will be listed when you delete your organization.
3 May, 2018
- Zoho Invoice generator app(Android) is now VAT-compliant for both KSA and UAE regions.
26 Apr, 2018
- Provided an option to store payment gateway preferences at contact level.
24 Apr, 2018
- Online Payment Gateway section's UI has been revamped.
- Introduced browser notifications for the activities carried out in your organization.
23 Apr, 2018
- Introduced an option to protect the exported reports with passwords.
12 Apr, 2018
- Provided an option to auto populate items as tasks when a project is created from the Estimates module.
- Provided an option to clone custom templates.
- Introduced a watermark 'Yet to be approved' on the transactions that are in 'Draft' and 'Pending Approval' statuses.
5 Apr, 2018
- Zoho Invoice's free online generators are now VAT compliant for both KSA and UAE editions.
3 Apr, 2018
- Provided an option to include Annexures on invoices.
30 Mar, 2018
- Introduced Custom Functions for Retainer Invoices and Recurring Expenses.
29 Mar, 2018
- Included the option to search by Salesperson for Invoices, Estimates and Salesorders. .
20 Mar, 2018
- Introduced Export of Customer Statements in XLS format.
15 Mar, 2018
- Provided the option to convert Approval Pending and Approved Transactions back to the Draft status.
- Fetch and sync contacts from Zoho Invoice to your Zoho Campaigns account.
12 Mar, 2018
- Introduced Audit Trail to track all changes in the Estimates, Invoices, Expenses, and Recurring Invoices modules of the UAE and KSA Editions.
6 Mar, 2018
- Introduced the preference to select Tax Inclusive as the default option while selling items.
5 Mar, 2018
- View the Invoice Date and Bill Date along with the invoice/bill number while creating Credit Notes and Vendor Credits.
- Provided the option to update the contact name to its GST Registered Name on successful validation of GSTIN in the Indian Edition.
- Increased the number of custom fields to 39 for Credit Notes and Expenses.
2 Mar, 2018
- Introduced Password Protection for CSV exports.
- Introduced the VAT Summary Report for the UAE Edition.
27 Feb, 2018
- Enable the Stripe Card Updater to automatically update changes in card details.
26 Feb, 2018
- Validate your customer's GSTIN in the Contacts module (Indian Edition).
- Configure VAT treatment for customers based on the different zones in the UAE.
- Set Custom Reporting Periods for generating tax returns in the UAE.
21 Feb, 2018
- Create sales transactions with both taxable and non-taxable items in a single transaction (Indian Edition).
20 Feb, 2018
- Export data in XLSX format and set a password to export data securely.
- Choose the default tax rate to be populated for items while creating transactions in the UAE and KSA editions.
19 Feb, 2018
- Import and export only the credit notes that were applied to invoices.
12 Feb, 2018
- Associate salespersons to credit notes.
1 Feb, 2018
- View custom fields and run custom reports in Zoho CRM with the enhanced Zoho Invoice - Zoho CRM Integration.
24 Jan, 2018
- Verify and approve transactions created with Transaction Approval.
18 Jan, 2018
- Create Export Templates to export specific data from Zoho Invoice.
4 Jan, 2018
- Search through contacts with Advanced Contacts Search.
21 Dec, 2017
- Launch of the VAT compliant KSA and UAE Zoho Invoice.
06 Dec, 2017
- Zoho Invoice is now integrated with Square to make online payements more easy.
20 Nov, 2017
- You can now save the Credit Note in draft status at the time of creation.
11 Oct, 2017
- You now have the option to customize line item table in all sales templates.
14 Sep, 2017
- Your customers can now choose their preferred payment method from within Client Portal.
14 Sep, 2017
- Customers now have the option to bulk download Payments Received as PDF.
22 Aug, 2017
- Round off total to the nearest whole number for sales transactions(Indian Edition).
07 Aug, 2017
- Send out delivery challans along with the shipment of goods(Indian Edition).
25 July, 2017
- Give your invoices a more compact look with Spreadsheet template.
19 July, 2017
- Customise the transaction template, customer notes and terms and conditions all from within the transaction details page.
03 July, 2017
- You have the opion to search and find the HSN/SAC code for an item/service at the time of item creation(Indian Edition).
28 June, 2017
- Business can now saty GST compliant at all times with GST compliant Zoho Invoice(Indian Edition).
20 June, 2017
- With an option to add ‘Street Address 2’ field in address section, add further information to your contact’s address like floor number, apartment number, crossroads, etc.
09 June, 2017
- Select multiple contacts, a date range and send customer statements for the selected date range to multiple customers at the same time.
09 June, 2017
- Include Project Name in Recurring Expenses. Generate Recurring Expenses from the Project Details page.
29 May, 2017
- Email address field has been introduced for salesperson which will be available while adding a new Salesperson.
24 May, 2017
- Customers will now be able to Pay for the invoice/retainer invoice from the Secure Payment page, without having to log into the Client Portal.
16 May, 2017
- Clone option had been introduced at line item level.
26 Apr, 2017
- The new update lets customers add project name for retainer invoices.
25 Apr, 2017
- Customers now have the option to bulk download Invoices, Estimates, Retainer Invoices and Credit Notes as PDF.
07 Apr, 2017
- Zoho Invoice has integrated with Zoho Analytics to help you further customize your reports.
06 Apr, 2017
- You now have the option to filter down your recurring invoices further based on auto bill.
04 Apr, 2017
- Zoho Invoice is integrated with Fundbox to help you get advance on your outstanding invoices and run your business without any hitches.
24 Mar, 2017
- Users with custom domain can now upload favicon to make your brand more prominent.
23 Mar, 2017
- You can now show total amount in words for Invoices, Estimates, Retainer Invoices and Payment Receipt templates.
- Option to show API usage of an organisation for a day.
10 Mar, 2017
- Option to perform an action while viewing an invoice by creating a custom button for the action.
14 Feb, 2017
- Zoho Invoice integrated with GoCardless to make accepting Direct Debit payments easier for Customers.
09 Feb, 2017
- New design and layout for Invoice, Estimate and Payment Thank you notification.
1 Feb, 2017
- Option to change the organization and customer address format from template edit screen.
- You can now customize customer statement by changing the title, applying colors, setting header and footer
25 Jan, 2017
- Further options added to the Estimates module.
- New additions to the features list under Projects.
- New enhancements made under Estimates and Invoice module inside Zoho CRM.
10 Jan, 2017
- Update your Organization address and logo from the template view.
- Share invoice link for sent invoices with your customers, at the time of invoice creation or from the invoice details page.
- Create recurring invoices from projects and associate active projects to line items.
- Enable specific card address fields that should be mandatory while accepting card information. You can also choose to show or hide these fields.
- Allow your customers to pay via their bank account in client portal by enabling the option in the contact edit page.
05 Jan, 2017
- Option to create and use the same Project name for different customers has been added.
16 Dec, 2016
- Let your customers choose to pay via Credit card or Express Checkout in Payflow Pro.
9 Dec, 2016
- Create new role and let your timesheet staff record expenses for the project.
- Add more appeal to your project list with Card view.
1 Dec, 2016
- Enjoy the liberty of choosing, the view of your invoice list with the custom view feature.
25 Nov, 2016
- Create and run reports on recurring invoices.
22 Nov, 2016
- Send automated reminders based on time elapsed since end of month.
21 Nov, 2016
- Import contacts and invite users from your Office 365 account to Zoho Invoice.
14 Nov, 2016
- Choose to mark your invoices as recurring invoices, while at the time of their creation.
11 Nov, 2016
- With Zoho Invoice, save time working with Retainer Invoices by easily importing and exporting them.
- Zoho Invoice Android app version 5.9.4 rolled out with more features and enhancements.
- Easily keep track of your recurring invoices with order number.
- Choose to attach the list of unpaid invoices while sending a Statement to your customers.
4 Nov, 2016
- Make use of custom fields in the Estimate module to run a more in-depth Estimate Details Report.
1 Nov, 2016
- Link potentials in Zoho CRM to multiple invoices and estimates.
20 Oct, 2016
- Make use of Custom Fields added in Contacts, Invoices and Estimates module to customize Invoice Details report and Expenses by Customer report.
17 Oct, 2016
- You can choose to update your organization's address in all your past transactions or future transactions.
6 Oct, 2016
- Create new invoices with just a click of the button, with Zapier's new Chrome extension.
4 Oct, 2016
- Mark Custom Fields as active, inactive or mandatory, and also choose to display them in your PDF.
30 Sep, 2016
- With Zoho Invoice, you can add multiple addresses to your contacts, to deliver goods at multiple locations.
23 Sep, 2016
- Instantly sync data between Zoho Invoice and Zoho CRM and add more hours to your day.
22 Sep, 2016
- We have added a new template 'Basic' to our template gallery which is specially designed for freelancers.
- Charge your customer with their associated card or with another valid card using Retainer Invoices.
16 Sep, 2016
- No more wasting time re-creating the changes made. Simply use the clone option to replicate one entity template to another entity and record the changes made.
1 Sep, 2016
- Route your invoices and bills to the proper department and map the same to reflect in your CRM.
23 Aug, 2016
- Make remarks, add multiple notes, and view them under Contacts Overview.
- Save the trouble of manually listing time entry each time with the Clone option under Timesheet.
19 Aug, 2016
- Display the tax summary in your base currency for transactions recorded in other currencies. (Global Edition)
12 Aug, 2016
- Track logged hours for your projects with the start and end time in the Timesheet Report.
- You can keep track of the expenses incurred in your project through Expenses by Project Report and view the same under Project Details Report.
9 Aug, 2016
- You can set your invoices to be automatically sent to your customers at a future date.
5 Aug, 2016
- Skip or overwrite duplicate contacts, while importing contacts from CSV or TSV file into Zoho Invoice.
12 Jul, 2016
- Your customer can now make payments through stored cards from the Client Portal.
- You can choose to display the custom fields that capture additional contact information through the Client Portal. Your customers can also edit their information displayed in the custom fields.
1 Jul, 2016
- Customers can now get a drill down report on Non-Taxable Sales Transactions.(U.S. Edition)
- Sort your taxes the way you want them to appear in your Invoice.
30 Jun, 2016
- You can track all your past transactions and mail history within the Contacts module.
25 Jun, 2016
- Associate more details to your shipping address through Custom Fields under your Contacts Preferences.
24 Jun, 2016
- Create custom functions with Deluge script and automatically update invoices and estimates.
20 Jun, 2016
- Zoho Invoice is now integrated with WePay, online payment gateway. You can create a WePay merchant account within Zoho Invoice in minutes and start accepting online payments.
17 Jun, 2016
- You can now add any custom field placeholders to your email templates.
10 Jun, 2016
- Include discounts, shipping charges and adjustments in credit notes.
3 Jun, 2016
- Record your customer’s Facebook, Twitter and Skype IDs in the contacts section.
1 Jun, 2016
- Capture any additional information related to the products you sell. You can choose to display them on your invoices.
1 Jun, 2016
- Personalize your credit notes and payment receipts with custom templates.
27 May, 2016
- Include a reason for writing off an invoice.
13 May, 2016
- Choose a color theme for your Zoho Invoice account from the Branding section under Preferences.
11 May, 2016
- Attach files in the Contacts section and it will be displayed in the Client Portal.
21 Apr, 2016
- Create your own subdomain for your account in Zoho Invoice.
16 Mar, 2016
- Connect Zoho Invoice to Slack, an online messaging app and keep track of your customer's client portal activities.
02 Mar, 2016
- You can now record the vehicle type, mileage rate, and the total mileage expense in Zoho Invoice.
19 Feb, 2016
- Select the 'Dejavu Sans' font in the templates section, and create invoices in Georgian and Armenian languages.
01 Feb, 2016
- Log time or start the timer with the Zoho Invoice Mac app, and view time entries made for each project.
13 Jan, 2016
- Request reviews and ratings for your service through the Client Portal.
06 Jan, 2016
- With the Zoho Projects integration, you can now create and send invoices for multiple projects from Zoho Invoice.
31 Dec, 2015
- You can now attach multiple files to an invoice and also choose to display them in the Client Portal.
26 Nov, 2015
- You can now send invoices, estimates and payment reminders in your customer’s preferred language. You can also choose to display the Client Portal in your customer’s language.
23 Nov, 2015
- Choose the type of information you wish to capture with custom fields in Contacts, Estimates & Invoices (e.g. date, checkbox, percent, etc). This feature is available only for organizations created after 22 Nov 2015.
19 Nov, 2015
- The quick create icon present on top bar allows the user to create transactions irrespective of the page you're in.
19 Nov, 2015
- The history icon on the top bar gives you a glimpse of all recent activities in your account.
04 Nov, 2015
- Schedule reports on a weekly, monthly, quarterly and annual basis, and have them emailed to you.
07 Oct, 2015
- Expenses can be added in bulk.
16 Sep, 2015
- Receive instant notification on Client Portal activities and any new feature added to Zoho Invoices, through the Notifications section.
- Seamless data transfer from Zoho Invoice to Zoho Books is available.
11 Sep, 2015
- Users can now have multiple email addresses in CC while sending emails.
- Create and fill custom fields of specific data types while recording expenses.
20 Aug, 2015
- You can now integrate Zoho Invoice with Zoho Projects to generate invoices and record expenses for the projects
20 Aug, 2015
- Users can now export data(Invoices,Items,Contacts etc.) within a specific date range
19 Aug, 2015
- Users can now clone a contact
10 Aug, 2015
- Option to print payment stub in a separate page
- option to manually mark time entries as invoiced
17 July, 2015
- Project Details page gets a fresh look
- Option to mark a task as Billable or Non-Billable
- Option to mark a task as Active or Inactive
- Customize invoice templates with Project Name
14 July, 2015
- Users can add multiple email IDs for an organization and associate them with transactions.
10 July, 2015
- Users can now enable workflows for credit notes.
03 July, 2015
- Users can now enable workflows for invoices.
02 July, 2015
- Mark your line item rates as either Tax Inclusive / Tax Exclusive while you create invoices.
- Users can now generate reports based on purchases by items.
- Timesheet staff can now view their reports.
29 Jun, 2015
- You can import tasks from other projects to new projects.
- New template type "Retail" has been added to the Payment Receipts template gallery.
24 Jun, 2015
- Customization options added to Receivables Customer Balances Summary and Details report.
04 Jun, 2015
- Instantly search through all reports with the new search bar!
19 May, 2015
- Your customers can now pay off multiple invoices in a single transaction via the client portal.
15 May, 2015
- Now automate repetitive accounting tasks and save time.
14 May, 2015
- Option to add hyperink in template's header, footer.
30 Apr, 2015
- Customization options added to Receivables Aging Details Report.
08 Apr, 2015
- Search invoices by project name
03 Apr, 2015
- Now set a default payment mode and payment terms for your customers.
02 Apr, 2015
- Now attach expense receipts from these cloud storage services: Zoho Docs, Google Drive, Dropbox, Microsoft Skydrive, Box and Evernote.
- Attach expense receipts uploaded in Zoho Projects.
27 Mar, 2015
- Customization options added to Receivables Aging Summary report.
17 Mar, 2015
- The new portal activities report allows you to view customer's activities on their client portal.
- Updated invoice template customization options.
13 Mar, 2015
- Excess payments or advance payments made by the customer can now be refunded.
10 Mar, 2015
- View reports for estimates under Receivables --> Estimate Details in the Reports section.
- Filter transactions by date in the client portal.
- Customize invoice templates with Ubuntu font.
- Customize invoice templates with a signature image.
- Continental invoice template added.
26 Feb, 2015
- Zoho People integrated into Zoho Invoice - create invoices for the time logged by the employees there and push it to Zoho Invoice.
24 Feb, 2015
- Invoice headers in invoice templates can now be customized with greater flexibility.
17 Feb, 2015
- Now Customize invoice templates with tax information (tax amount and tax percentage).
11 Feb, 2015
- Bcc field is now supported in all emails (except for Payment Reminder, Thank You and Invitation emails).
- Bcc field is now configurable in email templates.
10 Feb, 2015
- Customize invoice templates with the name of the sales-person.
- Filters added on the Payments Received list.
04 Feb, 2015
- Zoho Invoice now integrated with Zoho Projects - create an invoice for hours logged for your projects in Zoho Projects.
03 Feb, 2015
- Page Tips added - access tips for using each page using this menu on the right.
30 Jan, 2015
- Edit items during import in the Items menu.
- Export/Import items as CSV.
23 Jan, 2015
- Keyboard shortcuts added.
22 Jan, 2015
- Currently running active timer is now accessible from the menu bar on the left.
19 Jan, 2015
- Separate permissions added for viewing customers and vendors.
- New permissions added to view other user's timesheet and projects.
13 Jan, 2015
- Now round down logged time for projects.
- Set a time limit (max hours/day) for each project.
- Copy over address from estimate to invoice after conversion.
- Payments action history can now be viewed in the payment details page.
08 Jan, 2015
- Credit Notes can now be created for closed invoices.
02 Jan, 2015
- The Worldpay Payment Gateway is now integrated with Zoho Invoice.
15 Dec, 2014
- The Forte Payment Gateway is now integrated with Zoho Invoice.
12 Dec, 2014
- Expense receipts (images and PDFs) can now be viewed right in the Zoho Invoice interface.
20 Nov, 2014
- Files can be attached to estimates and invoices.
18 Nov, 2014
- Create mileage expenses (based on miles and mileage) for travel expenses incurred.
28 Oct, 2014
- Change the time zone for an organization in the organization settings.
22 Oct, 2014
- Expense receipts can be downloaded as PDF.
18 Oct, 2014
- The following payment gateways have been integrated for Auto-Charge: Stripe, Authorize.Net, PayPal Payflow Pro and PayPal Payments Pro.
29 Sep, 2014
- Customized content can to added to your template header and footer.
24 Sep, 2014
- Import/export options removed from Settings. Modules can be imported and exported from their respective sections.
09 Sep, 2014
- Secondary click enabled under list view.
28 Aug, 2014
- New compact template added to template gallery.
11 Aug, 2014
- Automatic reminders based on invoice payment date.
08 Aug, 2014
- Product sync between Invoice & CRM.
- Customize font family & color of email templates.
- Advanced search inside projects & timesheets.
25 July, 2014
- Expanded list view of each section.
- 'Preferences' settings regrouped.
- Edit clients' card details from client portal.
22 July, 2014
- Templates regrouped for easy view & selection.
- Inventory management is now available.
17 June, 2014
- Transactions grouped as 'Sales' or 'Purchases' on the home panel.
- Select templates whilst creating/editing a transaction.
03 June, 2014
- View CRM info of a contact while creating an invoice.
08 May, 2014
- Customize font size and color of item description in templates.
- Edit HTML content of email templates and reminders under 'Settings'.
- Search for any CRM contact while creating a new transaction.
23 April, 2014
- Know when your clients view their estimates and invoices.
02 April, 2014
- Price lists available and can be customized for each customer.
14 Feb, 2014
- Raise invoices for projects from Zoho Projects.