Release Notes

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.

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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.

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Release Notes

29 Nov, 2018

27 Nov, 2018

22 Nov, 2018

20 Nov, 2018

14 Nov, 2018

1 Nov, 2018

26 Oct, 2018

25 Oct, 2018

24 Oct, 2018

19 Oct, 2018

15 Oct, 2018

9 Oct, 2018

8 Oct, 2018

5 Oct, 2018

4 Oct, 2018

26 Sep, 2018

20 Sep, 2018

10 Sep, 2018

4 Sep, 2018

3 Sep, 2018

23 Aug, 2018

13 Aug, 2018

9 Aug, 2018

23 July, 2018

18 July, 2018

17 July, 2018

12 July, 2018

6 July, 2018

29 June, 2018

27 June, 2018

21 June, 2018

20 June, 2018

18 June, 2018

8 June, 2018

5 June, 2018

4 June, 2018

25 May, 2018

24 May, 2018

18 May, 2018

17 May, 2018

15 May, 2018

8 May, 2018

3 May, 2018

26 Apr, 2018

24 Apr, 2018

23 Apr, 2018

12 Apr, 2018

5 Apr, 2018

3 Apr, 2018

30 Mar, 2018

29 Mar, 2018

20 Mar, 2018

15 Mar, 2018

12 Mar, 2018

6 Mar, 2018

5 Mar, 2018

2 Mar, 2018

27 Feb, 2018

26 Feb, 2018

21 Feb, 2018

20 Feb, 2018

19 Feb, 2018

12 Feb, 2018

1 Feb, 2018

24 Jan, 2018

18 Jan, 2018

4 Jan, 2018

21 Dec, 2017

06 Dec, 2017

20 Nov, 2017

11 Oct, 2017

14 Sep, 2017

14 Sep, 2017

22 Aug, 2017

07 Aug, 2017

25 July, 2017

19 July, 2017