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6 July 2026
Introducing Payment Method Summary Report Featured
You can now track the payment methods saved in your organization using the Payment Method Summary report. It helps you monitor active, inactive, and expiring payment methods so you can identify those nearing expiration and take timely action. To access this report, go to Reports > Payments Received and select the Payment Method Summary report.
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2 July 2026
Import and Export TDS Taxes in Bulk Featured
You can now import and export TDS rates and TDS tax groups in bulk to simplify tax management. Whether you're migrating from another system or updating existing configurations, you can add, modify, and manage multiple TDS rates at once. To access this, go to Settings > Direct Taxes > Income TDS Rates.
1 July 2026
Configure Custom Fields in Hosted Payment Pages Featured
You can now include Invoice and Customer custom fields directly in your Hosted Payment Page templates to collect additional information from customers during checkout. You can choose which custom fields to display, configure the field type, and reorder their display sequence. To set this up, go to Settings > Customization > Hosted Payment Pages and open Account Information and Final Summary (for multi-page templates) or Additional Information (for single-page templates).
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1 July 2026
Enable Mobile OTP Verification for Customers Featured
You can now let customers verify using mobile OTP verification when they sign in to the Customer Portal, adding an extra layer of security. When enabled, Zoho Billing sends a one-time password to the customer's registered mobile number when they sign in. To set it up, go to Settings > Customer Portal > Default Login, enable SMS for Portal Authentication, and select Mobile Number. Customers can also verify using mobile OTP during checkout when User Verification is set to Sign In to Existing Account or Sign Up in the Hosted Payment Page template.
24 June 2026
Customise PDF Template for Expenses Featured
You can now create and customise multiple PDF templates for expense records, making it easier to maintain consistency across your transactions. To create a new template, go to Settings > Templates > Expenses > + New.
23 June 2026
Create Quotes for One-Time Addons Featured
You can now create quotes for one-time addons directly from a subscription, allowing customers to review and accept the pricing before it is invoiced. Once invoiced, it is automatically associated with that subscription. To create a one-time addon quote, go to the subscription, click the More icon, and select Create Quote > For One-Time Addon.
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10 June 2026
Track Custom Field Usage Featured
You can now view your overall usage and remaining limits for custom fields from each Field Customisation page. The usage summary shows the number of fields used, available, and the maximum limit for every custom field data type, helping you plan customisations more effectively. To view this, go to Settings > Module Settings > select a module > Fields > Custom Field Usage.
9 June 2026
Retain Attachments and Image Fields During Conversion and Cloning Featured
You can now carry over attachment and image custom field values when converting or cloning records. For example, when you convert a quote to an invoice, attachments from that quote are automatically carried over to the invoice if both the label name and data type of the custom field match, so you do not need to re-upload files.
1 June 2026
Import Item-Based Subscriptions Featured
You can now import item-based subscriptions in bulk instead of creating them one at a time. This is useful when you're migrating existing subscription data. To import them, go to Subscriptions > Import Subscriptions and select Items as the subscription type.
