Ever since we launched Zoho Invoice, we have been constantly upgrading our service based on your feedback. Some of these past improvements
included features like adding multiple payment gateways, enhancements to multi-currency support, handling of stacked or compound taxes, importing of data into Zoho Invoice and lot more. The biggest update since our release is now here.
Introducing Zoho Invoice 2.0.
This major update comes with a host of new features like the Expenses module, fresh new user interface and open APIs. Let us look at what's new in this update.
New User Interface
With this update, we completely redesigned our user interface with a fresh new look.
This new design borrows the simplicity, ease of use from our previous design and accommodates new features in a pleasant new interface with improve navigation, contextual help, better fonts and customizable themes that allows you to completely customize the colors of the application to match your corporate identity.
In this new interface you'll notice that frequently accessed items are contextually positioned in each module so that you don't have to spend
time hunting for options. As you dig deep, you'll also notice interesting details like the ability to re-order the items in an invoice.
Screenshots won't do justice to the UI. We recommend you to try it yourself.
New Expenses Module
In many cases, users have expenses on behalf of their clients, like travel expenses, making purchases on their client's behalf etc. Our new Expenses module lets you record such expenses for each of your clients. With a single click, all billable expenses for a given customer can be consolidated on a single, itemized invoice which can be emailed to the client.
Additional features like applying Taxes, multi-currency support, billable or non-billable expenses are all available in this module. You can also run reports to track all your expenses. This new module is available at
no additional cost.
At Zoho, we try to open up APIs for most of our applications
so that you can extend and integrate our applications/data into your internal workflow or with external apps. With this update, we are opening up the APIs for Zoho Invoice and we hope to see you use it in
You can enable API access for your account under the 'Settings' tab.
Invite, Share & Collaborate
Zoho Invoice now includes organization support. Multiple users can now access and collaborate on content like Invoices, Estimates, Expenses etc within an organization. You can assign roles like 'Administrator' or 'Staff' to the members of your organization.
This is one of the popular requests and we are glad to include it as part of this release. This functionality is now available under the 'Users' tab where you can manage users and their access permissions.
When you send out Invoices or Estimates to your clients, they are sent as emails. Reminders about payments and dues are also sent via email. Wouldn't it be nice to have an option to go back and check out the emails you sent out? This is now possible in Invoice 2.0 as we log your communication with your clients. Emails to your
customers and users can be viewed under the 'Customers' and 'Users' tab respectively.
While these are the key highlights of Zoho Invoice 2.0, the update includes several other improvements. We have been working hard to bring this update to you. We hope you are as excited as we are and we can't wait to hear your feedback.