Release Notes

29 June, 2018 

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• Inroduced the option to file GSTR 1 from Zoho Invoice (Indian Edition)

27 June, 2018 

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• 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 

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• 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 

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• Added the preference to include customer's shipping address while receiving payments via PayPal.

18 June, 2018 

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• Custom Buttons are now available for Credit Notes, Retainer Invoices and Expenses.

8 June, 2018 

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• 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 

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• Zoho Books now retains the custom view even when you close and re-open Zoho Books.

4 June, 2018 

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• Intoduced customizable payment numbers for recording payments received.(Indian Edition)

25 May, 2018 

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• 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 

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• 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  

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• Introduced an option to export data based on the status of the transactions.

17 May, 2018 

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• Provided an option to search for addresses on the transaction creation page.

15 May, 2018 

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• Zoho Invoice can now be integrated with Zoho People.

8 May, 2018 

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• Introduced Advanced Filters option in the Payments Received report.
• All the enabled integrations will be listed when you delete your organization.

3 May, 2018 

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• Zoho Invoice generator app(Android) is now VAT-compliant for both KSA and UAE regions.

26 Apr, 2018 

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• Provided an option to store payment gateway preferences at contact level.

24 Apr, 2018 

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• Online Payment Gateway section's UI has been revamped.
• Introduced browser notifications for the activities carried out in your organization.

23 Apr, 2018 

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• Introduced an option to protect the exported reports with passwords.

12 Apr, 2018 

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• 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 

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• Zoho Invoice's free online generators are now VAT compliant for both KSA and UAE editions.

3 Apr, 2018 

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• Provided an option to include Annexures on invoices.

30 Mar, 2018 

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• Introduced Custom Functions for Retainer Invoices and Recurring Expenses.

29 Mar, 2018 

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• Included the option to search by Salesperson for Invoices, Estimates and Salesorders. .

20 Mar, 2018 

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• Introduced Export of Customer Statements in XLS format.

15 Mar, 2018

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• 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 

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• 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

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• Introduced the preference to select Tax Inclusive as the default option while selling items.

5 Mar, 2018

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• 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 

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• Introduced Password Protection for CSV exports. 
• Introduced the VAT Summary Report for the UAE Edition. 

27 Feb, 2018

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• Enable the Stripe Card Updater to automatically update changes in card details.

26 Feb, 2018

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• 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

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• Create sales transactions with both taxable and non-taxable items in a single transaction (Indian Edition).

20 Feb, 2018

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• 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

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• Import and export only the credit notes that were applied to invoices.

12 Feb, 2018

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• Associate salespersons to credit notes.

1 Feb, 2018

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• View custom fields and run custom reports in Zoho CRM with the enhanced Zoho Invoice - Zoho CRM Integration.

24 Jan, 2018

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• Verify and approve transactions created with Transaction Approval.

18 Jan, 2018

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• Create Export Templates to export specific data from Zoho Invoice.

4 Jan, 2018

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• Search through contacts with Advanced Contacts Search.

21 Dec, 2017

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• Launch of the VAT compliant KSA and UAE Zoho Invoice.

06 Dec, 2017

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• Zoho Invoice is now integrated with Square to make online payements more easy.

20 Nov, 2017

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• You can now save the Credit Note in draft status at the time of creation.

11 Oct, 2017

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• You now have the option to customize line item table in all sales templates.

14 Sep, 2017

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• Your customers can now choose their preferred payment method from within Client Portal.

14 Sep, 2017

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• Customers now have the option to bulk download Payments Received as PDF.

22 Aug, 2017

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• Round off total to the nearest whole number for sales transactions(Indian Edition).

07 Aug, 2017

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• Send out delivery challans along with the shipment of goods(Indian Edition).

25 July, 2017

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• Give your invoices a more compact look with Spreadsheet template.

19 July, 2017

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• Customise the transaction template, customer notes and terms and conditions all from within the transaction details page.

03 July, 2017

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• 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

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• Business can now saty GST compliant at all times with GST compliant Zoho Invoice(Indian Edition).

20 June, 2017

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• 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

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• 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

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• Include Project Name in Recurring Expenses. Generate Recurring Expenses from the Project Details page.

29 May, 2017

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• Email address field has been introduced for salesperson which will be available while adding a new Salesperson.

24 May, 2017

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• 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

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• Clone option had been introduced at line item level.

26 Apr, 2017

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• The new update lets customers add project name for retainer invoices.

25 Apr, 2017

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• Customers now have the option to bulk download Invoices, Estimates, Retainer Invoices and Credit Notes as PDF.

07 Apr, 2017

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• Zoho Invoice has integrated with Zoho Reports to help you further customize your reports.

06 Apr, 2017

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• You now have the option to filter down your recurring invoices further based on auto bill.

04 Apr, 2017

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• 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

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• Users with custom domain can now upload favicon to make your brand more prominent.

23 Mar, 2017

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• 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

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• Option to perform an action while viewing an invoice by creating a custom button for the action.

14 Feb, 2017

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• Zoho Invoice integrated with GoCardless to make accepting Direct Debit payments easier for Customers.

09 Feb, 2017

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• New design and layout for Invoice, Estimate and Payment Thank you notification.

1 Feb, 2017

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• 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

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• 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

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• 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

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• Option to create and use the same Project name for different customers has been added.

16 Dec, 2016

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• Let your customers choose to pay via Credit card or Express Checkout in Payflow Pro.

9 Dec, 2016

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• 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

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• Enjoy the liberty of choosing, the view of your invoice list with the custom view feature.

25 Nov, 2016

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• Create and run reports on recurring invoices.

22 Nov, 2016

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• Send automated reminders based on time elapsed since end of month.

21 Nov, 2016

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• Import contacts and invite users from your Office 365 account to Zoho Invoice.

14 Nov, 2016

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• Choose to mark your invoices as recurring invoices, while at the time of their creation.

11 Nov, 2016

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• 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

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• Make use of custom fields in the Estimate module to run a more in-depth Estimate Details Report.

1 Nov, 2016

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• Link potentials in Zoho CRM to multiple invoices and estimates.

20 Oct, 2016

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• 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

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• You can choose to update your organization's address in all your past transactions or future transactions.

6 Oct, 2016

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• Create new invoices with just a click of the button, with Zapier's new Chrome extension.

4 Oct, 2016

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• Mark Custom Fields as active, inactive or mandatory, and also choose to display them in your PDF.

30 Sep, 2016

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• With Zoho Invoice, you can add multiple addresses to your contacts, to deliver goods at multiple locations.

23 Sep, 2016

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• Instantly sync data between Zoho Invoice and Zoho CRM and add more hours to your day.

22 Sep, 2016

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• 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

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• 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

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• Route your invoices and bills to the proper department and map the same to reflect in your CRM.

23 Aug, 2016

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• 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

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• Display the tax summary in your base currency for transactions recorded in other currencies. (Global Edition)

12 Aug, 2016

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• 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

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• You can set your invoices to be automatically sent to your customers at a future date.

5 Aug, 2016

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• Skip or overwrite duplicate contacts, while importing contacts from CSV or TSV file into Zoho Invoice.

12 Jul, 2016

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• 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

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• 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

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• You can track all your past transactions and mail history within the Contacts module.

25 Jun, 2016

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• Associate more details to your shipping address through Custom Fields under your Contacts Preferences.

24 Jun, 2016

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• Create custom functions with Deluge script and automatically update invoices and estimates.

20 Jun, 2016

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• 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

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• You can now add any custom field placeholders to your email templates.

10 Jun, 2016

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• Include discounts, shipping charges and adjustments in credit notes.

3 Jun, 2016

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• Record your customer’s Facebook, Twitter and Skype IDs in the contacts section.

1 Jun, 2016

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• Capture any additional information related to the products you sell. You can choose to display them on your invoices.

1 Jun, 2016

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• Personalize your credit notes and payment receipts with custom templates.

27 May, 2016

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• Include a reason for writing off an invoice.

13 May, 2016

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• Choose a color theme for your Zoho Invoice account from the Branding section under Preferences.

11 May, 2016

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• Attach files in the Contacts section and it will be displayed in the Client Portal.

21 Apr, 2016

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• Create your own subdomain for your account in Zoho Invoice.

16 Mar, 2016

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• Connect Zoho Invoice to Slack, an online messaging app and keep track of your customer's client portal activities.

02 Mar, 2016

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• You can now record the vehicle type, mileage rate, and the total mileage expense in Zoho Invoice.

19 Feb, 2016

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• Select the 'Dejavu Sans' font in the templates section, and create invoices in Georgian and Armenian languages.

01 Feb, 2016

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• Log time or start the timer with the Zoho Invoice Mac app, and view time entries made for each project.

13 Jan, 2016

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• Request reviews and ratings for your service through the Client Portal.

06 Jan, 2016

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• With the Zoho Projects integration, you can now create and send invoices for multiple projects from Zoho Invoice.

31 Dec, 2015

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• You can now attach multiple files to an invoice and also choose to display them in the Client Portal.

26 Nov, 2015

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• 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

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• 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

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• The quick create icon present on top bar allows the user to create transactions irrespective of the page you're in.

19 Nov, 2015

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• The history icon on the top bar gives you a glimpse of all recent activities in your account.

04 Nov, 2015

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• Schedule reports on a weekly, monthly, quarterly and annual basis, and have them emailed to you.

07 Oct, 2015

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• Expenses can be added in bulk.

16 Sep, 2015

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• 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

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• 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

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• You can now integrate Zoho Invoice with Zoho Projects to generate invoices and record expenses for the projects

20 Aug, 2015

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• Users can now export data(Invoices,Items,Contacts etc.) within a specific date range

19 Aug, 2015

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• Users can now clone a contact

10 Aug, 2015

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• Option to print payment stub in a separate page
• option to manually mark time entries as invoiced

17 July, 2015

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• 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

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• Users can add multiple email IDs for an organization and associate them with transactions.

10 July, 2015

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• Users can now enable workflows for credit notes.

03 July, 2015

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• Users can now enable workflows for invoices.

02 July, 2015

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• 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

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• 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

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• Customization options added to Receivables Customer Balances Summary and Details report.

04 Jun, 2015

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• Instantly search through all reports with the new search bar!

19 May, 2015

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• Your customers can now pay off multiple invoices in a single transaction via the client portal.

15 May, 2015

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• Now automate repetitive accounting tasks and save time.

14 May, 2015

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• Option to add hyperink in template's header, footer.

30 Apr, 2015

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• Customization options added to Receivables Aging Details Report.

08 Apr, 2015

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• Search invoices by project name

03 Apr, 2015

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• Now set a default payment mode and payment terms for your customers.

02 Apr, 2015

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• 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

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• Customization options added to Receivables Aging Summary report.

17 Mar, 2015

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• The new portal activities report allows you to view customer's activities on their client portal.
• Updated invoice template customization options.

13 Mar, 2015

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• Excess payments or advance payments made by the customer can now be refunded.

10 Mar, 2015

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• 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

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• 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

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• Invoice headers in invoice templates can now be customized with greater flexibility.

17 Feb, 2015

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• Now Customize invoice templates with tax information (tax amount and tax percentage).

11 Feb, 2015

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• 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

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• Customize invoice templates with the name of the sales-person.
• Filters added on the Payments Received list.

04 Feb, 2015

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• Zoho Invoice now integrated with Zoho Projects - create an invoice for hours logged for your projects in Zoho Projects.

03 Feb, 2015

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• Page Tips added - access tips for using each page using this menu on the right.

30 Jan, 2015

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• Edit items during import in the Items menu.
• Export/Import items as CSV.

23 Jan, 2015

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• Keyboard shortcuts added.

22 Jan, 2015

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• Currently running active timer is now accessible from the menu bar on the left.

19 Jan, 2015

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• Separate permissions added for viewing customers and vendors.
• New permissions added to view other user's timesheet and projects.

13 Jan, 2015

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• 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

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• Credit Notes can now be created for closed invoices.

02 Jan, 2015

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• The Worldpay Payment Gateway is now integrated with Zoho Invoice.

15 Dec, 2014

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• The Forte Payment Gateway is now integrated with Zoho Invoice.

12 Dec, 2014

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• Expense receipts (images and PDFs) can now be viewed right in the Zoho Invoice interface.

20 Nov, 2014

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• Files can be attached to estimates and invoices.

18 Nov, 2014

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• Create mileage expenses (based on miles and mileage) for travel expenses incurred.

28 Oct, 2014

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• Change the time zone for an organization in the organization settings.

22 Oct, 2014

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• Expense receipts can be downloaded as PDF.

18 Oct, 2014

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• The following payment gateways have been integrated for Auto-Charge: Stripe, Authorize.Net, PayPal Payflow Pro and PayPal Payments Pro.

29 Sep, 2014

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• Customized content can to added to your template header and footer.

24 Sep, 2014

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• Import/export options removed from Settings. Modules can be imported and exported from their respective sections.

09 Sep, 2014

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• Secondary click enabled under list view.

28 Aug, 2014

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• New compact template added to template gallery.

11 Aug, 2014

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• Automatic reminders based on invoice payment date.

08 Aug, 2014

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• Product sync between Invoice & CRM.
• Customize font family & color of email templates.
• Advanced search inside projects & timesheets.

25 July, 2014

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• Expanded list view of each section.
• 'Preferences' settings regrouped.
• Edit clients' card details from client portal.

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22 July, 2014

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• Templates regrouped for easy view & selection.
• Inventory management is now available.

17 June, 2014

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• Transactions grouped as 'Sales' or 'Purchases' on the home panel.
• Select templates whilst creating/editing a transaction.

03 June, 2014

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• View CRM info of a contact while creating an invoice.

08 May, 2014

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• 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

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• Know when your clients view their estimates and invoices.

02 April, 2014

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• Price lists available and can be customized for each customer.

14 Feb, 2014

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• Raise invoices for projects from Zoho Projects.