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What's New

 

22 NOV 2016

 

NEW PAYMENT TERMS IN ZOHO INVOICE

NEW

   

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

21 NOV 2016

 

INTEGRATION BETWEEN OFFICE 356 AND ZOHO FINANCE PRODUCTS

NEW

   

With this integration, import contacts and invite users from your Office 365 account to Zoho Invoice.

14 NOV 2016

 

CONVERT INVOICES TO RECURRING INVOICE

NEW

   

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

11 NOV 2016

 

SEND UNPAID INVOICES LIST TO CUSTOMERS

NEW

   

Choose to attach the list of unpaid invoices while sending a Statement to your customers.
Learn more.

11 NOV 2016

 

ORDER NUMBER FIELDS FOR RECURRING INVOICES

NEW

   

Easily keep track of your recurring invoices with order number.

11 NOV 2016

 

INTRODUCING ANDROID APP VERSION 5.9.4

NEW

   

Zoho Invoice Android app version 5.9.4 rolled out with more features and enhancements.

11 NOV 2016

 

IMPORT AND EXPORT RETAINER INVOICES

NEW

   

With Zoho Invoice, save time working with Retainer Invoices by easily importing and exporting them.

4 NOV 2016

 

CUSTOMIZE ESTIMATE DETAIL REPORT WITH CUSTOM FIELDS

NEW

   

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

1 NOV 2016

 

MORE POWER TO ZOHO INVOICE- ZOHO CRM INTEGRATION

NEW

   

Link potentials in Zoho CRM to multiple invoices, estimates, expense reports and sales orders.

20 OCT 2016

 

CUSTOMISE REPORTS WITH CUSTOM FIELDS

NEW

   

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

 

UPDATING ORGANISATION ADDRESS

NEW

   

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

6 OCT 2016

 

ZAPIER-CHROME EXTENSION

NEW

   

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

4 OCT 2016

 

MORE ON CUSTOM FIELDS

UPDATE

   

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

30 SEP 2016

 

SHIP AND BILL ITEMS TO MULTIPLE ADDRESSES

NEW

   

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

23 SEP 2016

 

LET YOUR SALES TEAM AND FINANCE TEAM COLLABORATE

NEW

   

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

22 SEP 2016

 

MANUALLY CHARGE YOUR CUSTOMER

NEW

   

Charge your customer with their associated card or with another valid card using Retainer Invoices.
Learn more.

22 SEP 2016

 

INTRODUCING BASIC TEMPLATE

NEW

   

We have added a new template 'Basic' to our template gallery which is specially designed for freelancers.

16 SEP 2016

 

CLONE YOUR TEMPLATES

NEW

   

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

 

KNOW YOUR CONTACTS' DEPARTMENT AND DESIGNATION

update

   

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

23 AUG 2016

 

BETTER TIMEKEEPING WITH CLONE TIME ENTRY

NEW

   

Save the trouble of manually listing time entry each time with the Clone option under Timesheet.
Learn more.

23 AUG 2016

 

ADD COMMENTS AND MULTIPLE NOTES FOR CONTACTS

NEW

   

Make remarks, add multiple notes, and view them under Contacts Overview.

19 Aug 2016

 

View your Tax summary in Invoice PDF.

update

   

Display the tax summary in your base currency for transactions recorded in other currencies.

12 AUG 2016

 

New 'Expenses by Project' Report

NEW

   

You can keep track of the expenses incurred in your project through Expenses by Project Report and view the same under Project Details Report.

12 AUG 2016

 

TRACK LOGGED HOURS FOR A PROJECT

update

   

Track logged hours for your projects with the start and end time in the Timesheet Report.

9 AUG 2016

 

SCHEDULE YOUR INVOICES

NEW

   

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

5 AUG 2016

 

AVOID DUPLICATION while importing

UPDATE

   

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

12 July 2016

 

Custom Fields in Client Portal

NEW

   

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.

12 July 2016

 

Allow customers to store credit card information

NEW

   

Your customer can now make payments through stored cards from the client portal.

1 July 2016

 

RE-ORDER TAXES BASED ON YOUR PREFERENCES

NEW

   

Sort your taxes the way you want them to appear in your Invoice.
Learn more.

30 Jun 2016

 

TRACK PAST TRANSACTIONS AND EMAIL CONVERSATIONS EASILY

NEW

   

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

25 Jun 2016

 

ADD CUSTOM FIELDS TO SHIPPING ADDRESS

NEW

   

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

24 Jun 2016

 

SAVE TIME SPENT ON UPDATING THE TOTAL AMOUNT IN INVOICES AND ESTIMATES

NEW

   

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

20 Jun 2016

 

RECEIVE PAYMENTS ONLINE THROUGH WEPAY

NEW

   

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.
Learn more.

17 Jun 2016

 

PERSONALIZE YOUR EMAIL TEMPLATES

NEW

   

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

10 Jun 2016

 

CREATE CREDIT NOTES WITH ALL THE DETAILS OF AN INVOICE

NEW

   

Include discounts, shipping charges and adjustments in credit notes.

03 Jun 2016

 

CAPTURE YOUR CUSTOMER'S SOCIAL MEDIA INFORMATION

NEW

   

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

01 Jun 2016

 

INCLUDE ADDITIONAL INFORMATION ABOUT YOUR ITEMS

NEW

   

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

01 Jun 2016

 

CUSTOMIZE CREDIT NOTES AND PAYMENT RECEIPTS

NEW

   

Personalize your credit notes and payment receipts with custom templates.

27 May 2016

 

PROVIDE A REASON WHEN YOU WRITE OFF AN INVOICE

NEW

   

You can now include a reason for writing off an invoice.
Learn more.

13 May 2016

 

SELECT YOUR FAVORITE THEME FOR ZOHO INVOICE

NEW

   

Choose a theme from the Branding section under Preference.

11 May 2016

 

SHARE FILES WITH YOUR CUSTOMERS THROUGH THE CLIENT PORTAL

NEW

   

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

21 Apr 2016

 

PERSONALIZE YOUR ZOHO INVOICE SUBDOMAIN

NEW

   

Create your own subdomain for your account in Zoho Invoice.
Learn more...

16 Mar 2016

 

ZOHO INVOICE IS NOW INTEGRATED WITH SLACK

NEW

   

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

02 Mar 2016

 

EASILY CAPTURE AND TRACK MILEAGE EXPENSES IN THE UK EDITION

NEW

   

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

19 Feb 2016

 

Send invoices in Georgian and Armenian languages.

NEW

   

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

01 Feb 2016

 

TRACK TIME FROM YOUR MAC

NEW

   

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

13 Jan 2016

 

RECEIVE FEEDBACK FROM YOUR CUSTOMERS EASILY

NEW

   

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

13 Jan 2016

 

LOCATE ITEMS ACCURATELY BY ADDING IMAGES AND SKU

NEW

   

Add images and SKU information to the products you sell.
Learn more.

06 Jan 2016

 

SEND INVOICES FOR MULTIPLE PROJECTS CREATED IN ZOHO PROJECTS

update

   

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

31 Dec 2015

 

ATTACH MORE FILES TO AN INVOICE

update

   

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

26 NOV 2015

 

SPEAK YOUR CUSTOMER'S LANGUAGE

NEW

   

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.
Learn more.

23 Nov 2015

 

CAPTURE ANY TYPE OF ADDITIONAL INFORMATION IN THE CUSTOM FIELDS

update

   

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.
Learn more.

19 Nov 2015

 

ADD CONTACTS AND CREATE TRANSACTIONS IN A SINGLE CLICK

update

   

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


19 NOV 2015

 

RETRACE YOUR STEPS WITH THE HISTORY ICON

NEW

   

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

04 NOV 2015

 

STAY ON TOP OF YOUR BUSINESS WITH SCHEDULED REPORTS

NEW

   

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

07 OCT 2015

 

ADD ALL YOUR EXPENSES AT ONE GO

NEW

   

Expenses can be added in bulk.

16 SEP 2015

 

SWITCH FROM ZOHO INVOICE TO ZOHO BOOKS EASILY

NEW

   

Seamless data transfer from Zoho Invoice to Zoho Books is available.

16 Sep 2015

 

KEEP YOURSELF UP TO DATE WITH NOTIFICATIONS

NEW

   

Receive instant notification on Client Portal activities and any new feature added to Zoho Invoice, through the Notifications section.

11 Sep 2015

 

COPY MULTIPLE EMAIL ADDRESSES WHILE SENDING AN EMAIL FROM ZOHO INVOICE

NEW

   

Users can now have multiple email addresses in CC while sending emails.

08 Sep 2015

 

CUSTOM FIELDS FOR EXPENSES

UPDATE

   

Create and fill custom fields of specific data types while recording expenses.

20 Aug 2015

 

ENHANCEMENTS IN ZOHO PROJECTS INTEGRATION

NEW

   

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

10 Aug 2015

 

Payment stub in a separate page

NEW

   

Option to print payment stub in a separate page

17 July 2015

 

Revamp of Timesheet Module in Zoho Invoice

NEW

   

Option to mark tasks as 'Billable/Non-Billable' and 'Active/Inactive'

14 July 2015

 

MULTIPLE EMAIL ADDRESSES FOR AN ORGANIZATION

NEW

   

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

10 July 2015

WORKFLOW AUTOMATION FOR CREDIT NOTES

UPDATE

Users can now enable workflows for credit notes.

03 July 2015

WORKFLOW AUTOMATION FOR INVOICES

UPDATE

Users can now enable workflows for invoices.

02 July 2015

REPORTS FOR 'TIMESHEET DETAILS' ADDED

UPDATE

Timesheet staff can now view their reports.

02 July 2015

 

REPORTS FOR 'PURCHASES BY ITEMS' ADDED

NEW

   

Users can now generate reports based on purchases by items.

02 July 2015

 

Tax Exclusive / Tax Inclusive rates

NEW

   

Mark your line item rates as either Tax Inclusive / Tax Exclusive while you create invoices.

29 Jun 2015

 

Attachment in Customer & Retainer payments

NEW

   

You can add an attachment for Customer & Retainer Payments now. You can also make it visible in client portal.

29 Jun 2015

OPTION TO IMPORT TASKS FROM EXISTING PROJECTS

UPDATE

Users can now import tasks from existing projects in Timesheets

24 JUN 2015

 

ENHANCEMENT IN RECEIVABLES CUSTOMER BALANCES REPORT

UPDATE

   

Customization options added to Receivables - Customer Balances Summary & Details Report

11 Jun 2015

 

Google chrome extension for timer

NEW

   

Access Zoho Invoice from the Chrome Web Store. Also log your work time using a live timer with our Chrome extension.
Learn more.

05 Jun 2015

 

Revamp of Client Portal

NEW

   

An attractive new interface for the Client Portal! Clients can also now view their payment history and download receipts via the portal.

03 Jun 2015

 

Payment Receipt Templates

NEW

   

Payment receipts can now be customised with templates.

03 Jun 2015

 

Zoho Invoice Referral Program

NEW

   

Now refer new users for Zoho Invoice and earn a get a free month!

19 May 2015

 

Client Portal: Pay Off Multiple Invoices in One Payment

NEW

   

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

15 May 2015

 

New Feature: Workflow Automation

NEW

   

Now automate repetitive accounting tasks and save time.
Learn more.

30 APR 2015

 

ENHANCEMENT IN RECEIVABLES AGING DETAILS REPORT

UPDATE

   

Customization options added to Receivables - Aging Details report

02 Apr 2015

 

ATTACH EXPENSE RECEIPTS FROM CLOUD STORAGE SERVICES

NEW

   

Now attach expense receipts from Zoho Docs, Google Drive, Dropbox, Microsoft Skydrive, Box and Evernote.

27 MAR 2015

 

ENHANCEMENT IN RECEIVABLES AGING SUMMARY REPORT

UPDATE

   

Customization options added to Receivables - Aging Summary report

19 MAR 2015

 

User invitation email template customization

UPDATE

   

Template customization option has been provided for user invitation emails

17 MAR 2015

 

ENHANCEMENT: Report for portal activities

UPDATE

   

Now you can have a detailed report of your clients activities inside client portal

10 MAR 2015

 

ENHANCEMENT: Report for estimates

UPDATE

   

Reports for Estimate Details has been added

6 FEB 2015

 

BCC Support in Emails

update

   

You can now BCC someone when sending an email/invoice.

4 FEB 2015

 

ENHANCEMENT: ZOHO PROJECTS INTEGRATION

update

   

You can integrate Zoho Projects with Zoho Invoice to generate invoices and record expenses for the projects
Learn more.

21 JAN 2015

 

New Feature: Keyboard Shortcuts

NEW

   

Now put your keyboard ninja skills to work with the new set of keyboard shortcuts.

31 DEC 2014

 

Worldpay Payment Gateway Integration

NEW

   

Now start accepting payments from customers via Worldpay.

13 DEC 2014

 

Forte Payment Gateway Integration

NEW

   

You can now accept payments from customers via the popular Forte payment gateway.

28 OCT 2014

 

Edit organization time zone

update

   

You can change the time zone your business operates in, from under Organization profile settings.

22 OCT 2014

 

Auto Charge supports new payment gateways

NEW

   

You can now receive automatic payments from your clients via the following payment gateways : Stripe, Authorize.Net, PayPal, PayPal Payments Pro and PayPal Payflow Pro.

17 OCT 2014

 

Retainer Invoices

NEW

   

Accept advance payments made by a client in the form of retainer invoices in Zoho Invoice.

16 OCT 2014

 

Customize user roles

NEW

   

Define additional roles for your users. You can customize each role and provide complete or partial access to the modules inside Zoho Invoice

19 AUG 2014

 

NEW FEATURE- AUTOCHARGE FOR RECURRING INVOICES

NEW

   

Associate customer's credit card to recurring invoices and charge them automatically for payments.

08 AUG 2014

 

NEW FEATURE- WINDOWS APP RELEASED

NEW

   

The Zoho Invoice app is now available from the windows store, and supports invoicing and recording expenses.

10 JUN 2014

 

ENHANCEMENT : RECORD EXPENSES OFFLINE

update

   

Record your expenses even if they’re incurred when you’re offline. They are saved and synced automatically when you go online.

07 MAY 2014

 

ENHANCEMENT : ZOHO CRM Integration- search

update

   

Accounts/Contacts created in Zoho CRM can now be searched and instantly imported to Zoho Invoice while creating any transaction. This option is available only for the new Zoho CRM integration.

21 APR 2014

 

New Feature : Estimates Viewed Status

NEW

   

Know exactly when your clients viewed the estimates. The estimates detail page will now show the time and 'viewed' status to users.

18 APR 2014

 

New Feature : MULTI LINGUAL SUPPORT

NEW

   

The new Zoho Invoice supports multiple languages(ENGLISH, DEUTSCH, ESPANOL, FRANCAIS, ITALIANO, NEDERLANDS, PORTUGUES, SVENSKA, JAPANESE and CHINESE) and new users can now sign up and select the language for their Zoho Invoice account.

16 APR 2014

 

New Feature : Field Mapping and Views Import from Zoho CRM

NEW

   

We have now enabled field mapping and importing custom fields for both contacts and accounts from Zoho CRM to Zoho Invoice.

14 APR 2014

 

ENHANCEMENT : ADD ADDITIONAL CONTACT PERSONS

update

   

Now you can add more contact persons for an organization. The limit count has been increased to 20.

04 APR 2014

 

ENHANCEMENT : EDIT CUSTOM templates

update

   

Custom templates created in the previous version are now editable in the new UI.

26 MAR 2014

 

New Feature : Price List

NEW

   

Create customized price list for your items and associate it to individual customers or to the Invoices, Estimates or Credit Notes you create for them.

07 MAR 2014

 

Enhancement

update

   

Quick search and advanced search options are now available for your items.

26 FEB 2014

 

New Feature : Invoice Viewed Status

NEW

   

Know exactly when your clients viewed the invoice. The invoice detail page will now show the time and 'viewed' status to users.

03 FEB 2014

 

New Feature : Client Portal

NEW

   

Customers can invite clients to their portal to discuss quotes, view statements and make online payments.
Read more...

28 Jan 2014

 

New Zoho Invoice Re-Launched

NEW

   

Redesigned and Rebuilt from the ground up. REST API's available for Zoho Invoice
Read more...

2014  
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