What's New
Check out all the latest product updates in Zoho Invoice
24 March 2023
Display Credit Notes in the Customer PortalFeatured
You can now enable the Credit Notes tab in the Customer Portal. Once enabled, your customers can view all their credit notes, along with the invoices to which they were applied, and details of any refunds that were issued.
2 February 2023
Assign Codes to Projects Featured
We've added a new Project Code field that you can use to assign a code to your projects. You can also choose to display this code on the invoices that you send your customers.
18 January 2023
Add Users to Projects in BulkFeatured
Add users to multiple projects in one go. You can update up to 25 projects with more than one user simultaneously. This can help you avoid the hassle of individually adding users to each of your projects.
3 January 2023
Redesigned Colour ThemesFeatured
Give your organisation a fresh look by setting a new theme. Select from the four accent colors or use the custom color picker to set a custom theme. These settings will be applied to your organisation's Customer Portal as well.
28 December 2022
Advanced Customisation in TemplatesFeatured
Customise the look of your transaction PDFs to reflect your business branding. Add festive background images or a background colour and enhance the styling of the text fields displayed in your PDFs. You can also display more information like add attention content at the top of your invoices, display a status stamp, or add additional signatures.
30 November 2022
Customer Balance Summary ReportFeatured
You can now view the payments you're yet to receive from customers using the newly-added Customer Balance Summary report.
29 November 2022
Customise Reports with Multiple ParametersFeatured
Customise your Receivable Summary and Receivable Details reports based on multiple parameters. You can now add up to 3 parameters in one go in the Group By field while creating custom reports. You can also choose to display the total amount above or below each group.
26 September 2022
View Your Customers' Receivables and Unused Credits in Your Base CurrencyFeatured
We've added two new columns to the Customers module, namely Receivables (BCY) & Unused Credits (BCY), which display values in your organisation's base currency. These columns will be available when customising columns, creating custom views, and configuring workflows.
20 May 2022
Pay Invoices in Bulk From the Customer PortalFeatured
Your customers using the Customer Portal can now select multiple invoices and pay for them in one go. They can also download several invoices or recurring invoices as a single PDF.
18 May 2022
Hide Tax Details in TemplatesFeatured
Hide or show tax details in your templates according to your business requirements. Not only can you choose to hide the item-level tax details, you can now also choose to hide a transaction’s total tax details for a particular template.
16 May 2022
Try the New ThemesFeatured
We've introduced light and dark themes across 4 new colours. We’ve also enhanced the look and feel of Zoho Invoice to provide you with a better user experience.
12 April 2022
Display QR Codes in Credit NotesFeatured
Include a QR code in your credit note's PDF to display additional details to your customers. You can choose both what should be displayed when this QR code is scanned, and the description that should be displayed next to it. This can be configured from Settings > Preferences > Credit Notes.
08 April 2022
iOS App UpdatesFeatured
Now tap on your customer's billing or shipping address to view them on Google Maps.
08 April 2022
Android App UpdatesFeatured
1) Locate your customers easily by viewing their billing or shipping address on Google Maps. 2) Run an advanced search by clicking the search icon in a module's list view. 3) View your transaction’s Comments & History and related payments as a separate section in the transaction details page.
25 March 2022
Customise the Tax Summary ReportFeatured
You can now customise the Tax Summary report with advanced filters, choose the modules from which you want to include transactions, and use show/hide columns to organise the report details.
15 March 2022
Mark Custom Fields as ePHI to Protect Customer DataFeatured
If your business handles sensitive medical information of customers, you can now save this information as a custom field that has the data privacy set to ePHI (Electronic Protected Health Information). This way, you'll stay in compliance with HIPAA regulations, as this custom field will be saved after encryption and only Admins will be able to access it.
14 March 2022
Clone Your Itemised ExpensesFeatured
When you include multiple expenses in a single transaction using the Itemise option, you can now fill in the details of one expense and clone it to add details faster.
08 March 2022
Display Secondary Language FieldsFeatured
In compliance with ZATCA rules, you can now use the Standard E-invoice Bilingual Template in your invoices and credit note PDFs to display information in Arabic (mandatory) and an additional secondary language. This will be available only if your organisation is VAT-registered. You can also record customer details (name, address information) and item names in Arabic.
03 March 2022
Fresh Design for the Estimate & Payment Details PagesFeatured
We’ve given the Estimate details page and the Payment Received details page a makeover, similar to the Invoice details page design. We’ve reorganised the actions bar in these pages to provide you with a better user experience.
03 February 2022
Upload Documents From the Customer PortalFeatured
If you’ve allowed your customers to edit their information in the Customer Portal, they can now share documents with you directly from the portal. You can view the documents they upload from the attachment section of that particular customer's details page.
02 February 2022
View Timesheet DetailsFeatured
You can now select a timesheet to view more of its details such as the approval status and comments.
28 January 2022
Let Your Customers Sign up to the Customer PortalFeatured
Your customers can now sign up to your organisation's Customer Portal by themselves, saving you the time of enabling it individually for those who request it. Once you enable this option from Settings > Preferences > Portal, your customers can sign up using the link that'll be displayed when they make invoice payments.
06 January 2022
Dissociate Payments From InvoicesFeatured
If you've recorded an invoice payment by mistake and want to delete it, you can now choose to dissociate that payment from the invoice and add it as a customer credit instead.
07 December 2021
Retain the Customisations in ReportsFeatured
The filters and the columns you had selected while customising the Receivable Summary and the Receivable Details reports will remain applied even if you view these reports the next time.
18 November 2021
Customise the Expense Details ReportFeatured
You can now customise the Expense Details report with advanced filters and use show/hide columns to organise the report details.
24 September 2021
Map Customer Addresses While ImportingFeatured
To ensure that your customer addresses are imported correctly, you can now choose to map the customer address fields in your import file to the fields in Zoho Invoice. This option is currently available for importing invoices and bills of supply.
15 September 2021
Import Multiple Organization Data in Zoho Analytics IntegrationFeatured
If you have multiple Zoho Invoice organizations with the same base currency, you can combine their data and generate reports in Zoho Analytics. You can configure this while setting up the Zoho Analytics integration.
09 September 2021
Filter Invoices by Date While Recording PaymentsFeatured
When recording payments for a customer, you can now filter their unpaid invoices by a date range so that you can easily find the ones you want to pay.
26 July 2021
Zoho Invoice is now completely FREE!Featured
Invoicing your customers will no longer cost you. We’ve made Zoho Invoice forever-free so you can focus on growing your business, while we take care of the invoicing cost for you.
Learn more...13 July 2021
Zoho Invoice - Bigin IntegrationFeatured
Integrate with Bigin to sync your customer and item details, so that you can create invoices for your contacts right from Bigin.
Learn more...02 June 2021
Retain Customizations for Invoice Details ReportFeatured
The customizations you make to the Invoice Details report will now be preserved when you visit them next time. That is, all the filters you apply to run the report will be retained for you to view them again.
07 May 2021
Search Using ZiaFeatured
In addition to the existing search options in Zoho Invoice, you can now search for information across your Zoho apps using Zia, Zoho's AI assistant.
07 April 2021
Introduced Retail-Premium TemplateFeatured
We've added a new template named Retail-Premium for Estimates, Invoices, and Credit Notes. This template accommodates additional details, such as the billing and shipping address, in a compact design with a width of 3-4 inches.
07 April 2021
Received Payment Option for InvoicesFeatured
If you've already received a payment from your customer before issuing their invoice, you can now record the payment while creating a new invoice by marking the 'I have received the payment' option.
25 March 2021
Search for Transactions by the Tax AppliedFeatured
Now search for your transactions by the tax applied on them, using the Advanced Search option. You can click the dropdown in the Search bar at the top of the screen to access Advanced Search.
26 February 2021
Set Discounts in Price ListsFeatured
You can now set predefined discounts for items in a Price List. This discount percentage will be applied to the custom rates set for items in a Price List. Discount percentages will be enabled only if you've chosen to provide discounts at the line item level in Settings > Preferences > General.
26 February 2021
Set Default Customer TypeFeatured
If you deal with a particular type of customer frequently, you can configure a default customer type, such as Business or Individual, which will be used when creating new customers. You can configure this from Settings > Preferences > Customers.
23 February 2021
View API Usage DashboardFeatured
The new API Usage Dashboard within the Developer Space in Settings, helps you keep track of the number of API calls made from Zoho Invoice. It lists out key metrics like your API usage over the last 30 days and top API usage charts.
17 February 2021
Introduced Developer SpaceFeatured
We've added a dedicated space for developers, to provide them with a single place to access and monitor developer-focused information like API usage. We've also moved Connections to the Developer Space.
15 February 2021
Compare the Sales by Sales Person Report by Year/PeriodFeatured
To check how sales persons have fared over a period of time, you can now compare the Sales by Sales Person report side-by-side with a previous year or period.
03 February 2021
View Advanced Analytics within the Reports ModuleFeatured
If you've integrated Zoho Invoice with Zoho Analytics, you can now view an Advanced Analytics tab within the Reports module, where you can view all the dashboards you've created in Zoho Analytics.
11 January 2021
Manage Multiple BranchesFeatured
Create and manage multiple branches under one organization in Zoho Invoice. You can associate a branch with a unique transaction series to differentiate transactions of different branches.
22 December 2020
Email Customer Portal Link to CustomersFeatured
If your customer requests for their customer portal's link, you can now click the Resend Portal Link option in the customer's details page to send them an email with the portal details. You can also customize this email under Settings > Emails > Customer Portal Link.
11 December 2020
Generate the Billable Expense Details ReportFeatured
We've introduced the Billable Expense Details report where you can view details of your billable expenses such as the item amount, marked up amount, and gross profit.
11 December 2020
Specify a Markup Percentage for ExpensesFeatured
You can now enter the percentage by which you want to mark up an expense amount while invoicing your customer. That is, the rate of line items in invoices will be computed automatically by applying the marked up percentage over the purchase amount. You can also set a default markup percentage from Settings > Preferences > General.
03 December 2020
Hide Zero-Value Line ItemsFeatured
You can now hide the zero-value line items (including taxes if any) in your invoice's PDF and the Customer Portal by enabing the option from Settings > Preferences > Invoices.
02 December 2020
Download Receipts in BulkFeatured
Get all the receipts of multiple expenses in a single click. All you need to do is select the required expenses in the list page, and click Download Receipts. All attached receipts of the selected expenses will be downloaded in a .zip format.
30 November 2020
Zoho Invoice - Zoho SalesIQ IntegrationFeatured
Integrate with Zoho SalesIQ to provide round-the-clock assistance to your customers through a live chat option in the Customer Portal.
Learn more...27 November 2020
Display QR Code in Invoice TemplatesFeatured
You can now choose to include a QR code in your invoice's PDF to let customers scan them and make payments quickly. You can also configure any custom messages to be displayed when the code is scanned.
20 November 2020
Increased the Bulk Select Limit of ItemsFeatured
You can now select up to 200 items to be added in bulk to a transaction.
06 November 2020
Add Notes to ReportsFeatured
We've introduced an option to add temporary notes to each report, which will be displayed in the report's footer. You can use this to enter any additional information or description about the report.
02 November 2020
Set Report Permissions for Each RoleFeatured
Access to individual reports can now be restricted based on a user's role. You can configure if you want them to have access to view, export, schedule, and share reports.
28 October 2020
Advanced Search Based on TaxFeatured
Now search for your invoices by the tax applied on them, using the Advanced Search option. You can click the drop-down in the Search bar on top of the screen to access Advanced Search.
14 September 2020
Import Files from Cloud Storage ServicesFeatured
When importing files, you can now choose to add files from popular cloud storage services like Zoho WorkDrive, Google Drive, Dropbox, and OneDrive.
10 September 2020
Create up to 103 Custom FieldsFeatured
If you're on the Professional plan of Zoho Invoice, you can create up to 103 custom fields per module.
07 September 2020
Set Template-specific Address FormatsFeatured
We've introduced the option to customize the address format for each template, so you can personalize them according to your customers' preferences.
03 September 2020
View a Summary of Your ReceivablesFeatured
We've added a tiny dashboard in the Invoices module to give you an overview of your receivables, right from where you create invoices. This dashboard will be visible only to users with the Dashboard permission of Total Receivables, when you have more than 10 invoices and have not set any filters.
01 September 2020
Sign Estimates Using its Public LinkFeatured
Customers can now digitally sign and accept estimates using the public estimate link that's shared with them. You can enable this option from the estimate preferences section under settings.
24 August 2020
Auto-apply Unused Credits to Recurring InvoicesFeatured
If a customer has excess payments or credit notes, you can choose to apply them automatically to their recurring invoices. You can enable this option from the recurring invoice preferences under settings.
Learn more...06 July 2020
Retain Customizations for Payments Received ReportsFeatured
The customizations you make to the Payments Received reports will now be preserved when you visit those reports next time. That is, all the filters you apply to run the reports will be retained for you to view them again.
03 July 2020
Accept Payments Instantly with Payment LinksFeatured
Introduced the Payment Links module to create and share payment links with your customers within minutes. This can be used to collect miscellaneous payments from customers securely through an integrated payment gateway.
Learn more...30 June 2020
Update the Revised VAT Rate Featured
To help you stay compliant with the increased VAT rate, we've introduced a tool using which you can update transactions in Zoho Invoice with the new tax rate. You can change the VAT rates of your items, recurring invoices, and recurring expenses using this update tool.
Learn more...26 June 2020
Customize XLS or XLSX Reports for ExportsFeatured
When exporting a report in the XLS or XLSX format, you can now customize the report's header and footer. You can choose to display the following fields in the report: Organization Name, Generated By, Generated Date, and Generated Time.
09 June 2020
Access Invoice Preferences FasterFeatured
Instead of accessing your invoice preferences from the Settings, you can now view them as a sidebar right in the invoice details page. To do this, open an invoice, click the More icon, and select Invoice Preferences.
27 May 2020
Set Permissions for Custom Fields Based on User RolesFeatured
Access to custom fields can now be restricted based on a user's role. You can choose to hide the field or provide users with read-only access.
22 May 2020
Generate the Receivable Summary & Receivable Details ReportsFeatured
Get a complete picture of your receivables in one place by generating the Receivable Summary and Receivable Details reports. The Receivable Summary report provides an overview of all your invoices and credit notes, whereas the Receivable Details report additionally includes line item details.
13 May 2020
Customize the Payments Received ReportFeatured
You can now customize the Payments Received report by grouping data based on the date, customer name, payment type, or currency.
08 May 2020
Create Price Lists with Volume PricingFeatured
We have introduced Volume Pricing, which means you can now set price breaks for items depending on the quantity sold. You can create a price list with volume pricing, and set custom rates for different quantity brackets.
Learn more...05 May 2020
Create Custom Buttons and Links for More ModulesFeatured
Custom buttons and custom links can now be created for recurring invoices, recurring expenses, and payments received.
05 May 2020
Send an SMS for Outstanding Customer BalanceFeatured
You can now remind your customers about their outstanding balance by sending them an SMS notification with the amount to be paid.
23 April 2020
Set Revenue Budgets for ProjectsFeatured
We have introduced the option to set a revenue budget for projects in Zoho Invoice. Using this, you can track the budget amount and compare it with the actual amount earned from the project.
20 April 2020
Advanced Search by Project NameFeatured
Now, search for your credit notes and retainer invoices by their associated Project Name, using the Advanced Search option.
14 April 2020
View an Item's Transactions ContextuallyFeatured
When creating a new transaction, you can now view the selected item's previous transactions in a sidebar. You can filter this list of transactions based on the transaction type, status, and the selected customer.
14 April 2020
Allow Users to Skip Digital SignatureFeatured
If you've integrated your organization with Zoho Sign, you can now decide if you want to make a digital signature as optional for invoices and estimates. When this option is enabled, users with sign permission can choose to skip signing documents, and send them to customers without a digital signature.
08 April 2020
Generate the Revenue Summary ReportFeatured
You can now check the summary of all your project's revenue. In this report, you can compare each project's actual revenue against the set revenue budget. You can also drill down to see the list of transactions that brought in the revenue.
01 April 2020
Compare the Sales by Items Report by Year/PeriodFeatured
To check the sales of an item over a period of time, you can now compare the Sales by Item report side-by-side with its previous year or period.
24 March 2020
Customize the Sales by Sales Person ReportFeatured
You can now choose which columns should be displayed when generating the Sales by Sales Person report. This option will be available under the Show/Hide Columns tab when customizing the said report.
20 March 2020
Create Items with Identical NamesFeatured
We have provided the option to create multiple items with the same name in Zoho Invoice, provided that they have unique SKUs associated with them. You can enable this option under item preferences.
17 March 2020
Compare the Sales by Customers Report by Year/PeriodFeatured
To check whether the sales of a customer has increased or decreased over a period of time, you can now compare the Sales by Customer report with its previous year or period.
12 March 2020
Fresh Design for the Invoice Details PageFeatured
The invoice details page has been redesigned to provide you with a better user experience.
03 March 2020
Configure Report Layout for Export and PrintFeatured
You can now customize the layout of your report's PDF for printing and exporting. You can change the report's table size and style, select a font family, set the paper size, choose the orientation, and much more.
27 February 2020
Attachment Data Type Custom FieldFeatured
When creating a custom field, you can now select its data type as Attachment. With this type of custom field, you can attach documents such as PDFs and JPGs, to transactions and customers.
18 February 2020
View All Scheduled ReportsFeatured
We have introduced the Scheduled Reports page to help you keep track of all your scheduled reports easily. In this page, you can check the details of a scheduled report, make changes to it, or mark a scheduled report as Active or Inactive.
17 February 2020
Customize the Time to Get Paid ReportFeatured
You can now show or hide the columns required in the Time to Get Paid report. Also, you can run the report by Currency or Customer Owner.
06 February 2020
Moved the Online Payments SectionFeatured
To access payment gateway integrations quickly, the Online Payments section has been moved outside of Integrations, and can now be found under the Settings.
28 January 2020
Add a Subject to Invoices and Credit NotesFeatured
Let your customers know the purpose of a particular invoice or credit note by adding a Subject field. This Subject field can hold a brief description of up to 250 characters. To add this field to your transactions, you have to enable it first under the Settings.
21 January 2020
Create Related ListsFeatured
You can now create a related list to fetch and view data from other Zoho Invoice modules or third-party services. This comes in handy when you want to cross-reference data from different entities.
Learn more...21 January 2020
Bulk Associate Contact Person to Draft TransactionsFeatured
When creating a new contact person, you can now choose to add their email address to the recipient list of all existing draft transactions of that customer.
08 January 2020
View All Price Lists Associated with an ItemFeatured
You can now view all the different price lists associated with an item, in that particular item's overview page. You can also edit their custom item rates there.
27 December 2019
Validation Rules for InvoicesFeatured
We have extended the validation rules feature for invoices too. You can now set restrictions for the values allowed for different fields in an invoice.
23 December 2019
Headers and Footers for This Holiday SeasonFeatured
We have added new headers and footers for templates. They are designed to help you send holiday-themed invoices or other transactions to your customers.
Learn more...05 December 2019
Apply Price Lists to Line ItemsFeatured
Price lists are a useful way to customize the rate of your items to be either higher or lower. You can now choose to apply the price lists at the line item level, by enabling the option under Item Preference.
28 November 2019
Restrict the Access to Price ListsFeatured
You can now restrict the access to view, create, edit, and delete price lists based on the user role. By default, users with access to the Items module will also have access to the Price Lists module.
27 November 2019
Display Write Off Details in Invoice Details ReportFeatured
If you have written off invoices, the details of the same such as Write Off Date and Write Off Amount can now be included in the Invoice Details report.
21 November 2019
Zoho Invoice - Zoho Sign IntegrationFeatured
Integrate with Zoho Sign to sign your invoices and estimates digitally. You can also accept your customer's signature on estimates through the Customer Portal.
Learn more...1 November 2019
Configure your Sender Email PreferencesFeatured
You can now configure the email addresses used in the From field of the emails sent from Zoho Invoice. You can authenticate the domain of your sender emails by adding SPF and DKIM records, so that your emails don't end up in your recipient's spam folder.
Learn more...30 October 2019
View Custom Fields UsageFeatured
We have introduced the Custom Fields Usage feature so that you can view the number of custom fields created in your organization. This will help you to know how many new custom fields you can create for each data type.
29 October 2019
View Total Taxable AmountFeatured
You can now view the total taxable amount in the predefined templates of invoices and credit notes. You can also choose to change the label name of this field. This feature is not yet available in Spreadsheet Plus and Retail templates.
21 October 2019
Filter Recurring Invoices by Profile PreferenceFeatured
If you have set different profile preferences for the recurring invoices, you can now create a custom view to filter them accordingly.
01 October 2019
Bulk Update Display Name and Credit LimitFeatured
Update your customers' display name and credit limit instantly, with the help of the bulk update option.
23 September 2019
Create Connections to Access Data SecurelyFeatured
If you use custom actions to access data from third-party services, you can now utilize the Connections feature to authenticate the API calls sent. By creating connections, you can connect with third-party apps securely.
Learn more...12 September 2019
Restrict Access to Dashboard ReportsFeatured
You can now permit/restrict the access to view the various dashboard reports based on user roles.
05 September 2019
Autoscan Receipts to Create ExpensesFeatured
Finding it time-consuming to convert receipts into expenses manually? We have introduced the Autoscan feature, using which the receipts you upload will be autoscanned to capture the key details.
Learn more...26 August 2019
Template EnhancementsFeatured
You can now change the font size in all email templates, choose to display invoice number and invoice date in credit note templates, and also insert an image placeholder in custom templates.
21 August 2019
Zia SearchFeatured
We have brought in Zia - Zoho's AI assistant, within Zoho Invoice. You can make use of the powerful Zia Search to find information across Zoho Invoice and other Zoho products.
20 August 2019
Configure Multi-level Approval for TransactionsFeatured
Make room for no errors by getting your sales transactions approved by multiple approvers. You can now set up multiple levels of approval for invoices, retainer invoices, estimates, and credit notes.
13 August 2019
Save and Execute WebhooksFeatured
When creating or editing a webhook, you can now choose to execute it as soon as you save it. This can help you test and see how the webhook works.
07 August 2019
Audit Trail for Tax SettingsFeatured
In the Activity Log report, you can now view a record of all the changes made to the tax settings. You can also compare what changes has been made between different versions of tax settings.
06 August 2019
Preview Customer StatementsFeatured
We have provided the option to preview and set the date range of customer statements that will be emailed to a customer.
06 August 2019
Send SMS Notification for EstimatesFeatured
You can get your estimates approved quickly by sending an SMS message to your customers with the estimate details.
25 July 2019
Enhancements to Zoho CRM IntegrationFeatured
To differentiate between B2B and B2C customers, you can now mark customers as Business or Individual. We have also enhanced the Accounts & Contacts sync in Zoho CRM to reflect the same.
25 July 2019
View Invoice Details ContextuallyFeatured
Once an estimate has been invoiced, you can view the corresponding invoice's details by clicking the link in the Comments & History tab of the estimate.
16 July 2019
Item Headers for Line ItemsFeatured
When you create a new invoice, recurring invoice, or estimate, you can now add an item header for its line items. Multiple headers can be created, dragged and placed above any item.
15 July 2019
Bulk Update Projects in Invoice Line ItemsFeatured
When creating an invoice, with the help of the bulk update option, you can now select the line items and associate projects to them easily in one go.
14 July 2019
Profile Level Preference for Recurring InvoicesFeatured
We have provided the option to set profile level preference for recurring invoices. You can now choose how the invoices of each recurring profile should be sent. You can also bulk update the preference.
12 July 2019
Annexure for all Entity TemplatesFeatured
Annexure can now be added to the templates of all the entities.
10 July 2019
Renamed Contacts ModuleFeatured
The Contacts module has been renamed as Customers.
21 June 2019
Display Item's Usage Unit in TemplatesFeatured
In templates, besides displaying an item's quantity, you can now also choose to display the item's usage unit (pcs, box, kg, cm, etc.) as well.
21 June 2019
Bulk Update Payment Gateway of InvoicesFeatured
You can now save time by updating the invoices’ payment gateway and invoice date at one go. You can also provide the reason for bulk updating, which will be displayed under the comments section of the sent invoice.
19 June 2019
SMS Templates for Invoice Notification MessagesFeatured
If you have configured SMS notification to notify customers, you can now change the templates of these messages. You can choose from three different templates: Short, Brief and Detailed.
10 June 2019
Text Box (Multi-line) Data Type in Custom FieldFeatured
When creating a custom field, you can now select its data type as Text Box (Multi-line). With this data type, you can enter up to 36000 characters in your custom field.
31 May 2019
Lookup Data Type in Custom FieldFeatured
When creating a custom field, you can now select its data type as Lookup. With a lookup data type, you can link the data of one module with another.
29 May 2019
Address Positioning in TemplatesFeatured
You can now adjust the positioning of the shipping and billing address of an invoice by a maximum of 30mm. As of now, we have supported this for three Invoice templates: Standard, Compact and Continental templates.
23 May 2019
Configure Item Import Overwrite OptionFeatured
If you're importing items and you face duplicate records, you can now choose the field (Item ID, SKU or Item Name) based on which these records should be overwritten.
Learn more...21 May 2019
Introduced Timesheet Approvals by Project ManagerFeatured
We have now provided the option for users to submit their logged time entries to their manager for approval. Once the manager approves it, the time entries can either be invoiced or sent to clients for their approval.
Learn more...20 May 2019
Display Invoice Details in Credit Note ReportFeatured
You can now customize your Credit Note Details report to include Invoice details such as the invoice number, invoice status, etc:-
17 May 2019
Email InsightsFeatured
Emails that you sent out regarding invoices, estimates and retainer invoices can now be tracked. With the Email Insights feature, you can view the time and date the email was opened by the customer.
Learn more...17 May 2019
Accept/Decline Estimate Using the Public LinkFeatured
Customers can now accept or decline an estimate sent to them, right from the estimate link shared with them.
Learn more...08 May 2019
Link Projects and Customize Columns in Estimate Bulk Add PageFeatured
We have now provided the option to link projects to expenses that are added in bulk. You can also customize the columns in this page according to your needs.
07 May 2019
Assign a Currency NameFeatured
You can now append the country name to the currency name. This currency name will be useful when you choose to display the total amount in words in your templates.
26 Apr 2019
Validation Rules for EstimatesFeatured
You can now set certain restrictions for the values allowed for different fields in an estimate and customize the alert message that should be thrown when the validation is not met.
Learn more...24 Apr 2019
Multi-select Data Type in Custom Field.Featured
When creating a custom field, you can select its data type as multi-select. With a multi-select data type, you can choose more than one options as values for a custom field.
17 Apr 2019
Create Transactions from the Items List PageFeatured
An estimate or invoice can now be created right from the items list page in Zoho Invoice.
16 Apr 2019
Ideal Payment Mode Using Stripe PaymentFeatured
We have introduced the iDEAL payment mode for users having the Zoho Invoice - Stripe integration. Stripe users can now accept iDEAL payments from customers in Netherlands.
16 Apr 2019
Clone your Credit NotesFeatured
You now have the option to clone your credit notes and avoid a manual entry.
09 Apr 2019
Associate Projects to Line ItemsFeatured
Avoid manual errors and save time by associating projects with the line items in invoices, sales orders, credit notes and retainer invoices.
08 Apr 2019
More Countries Supported for GocardlessFeatured
GoCardless payment gateway is now supported for organizations in Canada, New Zealand and Switzerland.
06 Apr 2019
Pause Timer for Your TimesheetsFeatured
You can now pause the timer running for your project whenever you meet with any interruptions, and resume logging time once you're back.
Learn more...04 Apr 2019
Attach Payment Receipt in Payment Received Email Featured
If you have enabled the option in Invoice settings to include payment receipt, you can now attach the payment receipt PDF in the payment received email page.
03 Apr 2019
Notify All Approvers of an Approval Featured
We have now provided the option to notify all the approvers whenever a transaction is submitted for approval.
02 Apr 2019
Group by Invoice Details ReportFeatured
You can now customize the invoice details report by grouping the invoices based upon invoice date, due date, customer name, sales person or currency.
28 Mar 2019
Fresh Design for Template GalleryFeatured
The Template Gallery has an all new design to help you find the right template quickly. All the templates are grouped based on their type into different categories.
27 Mar 2019
Automate Timer Based on Maximum Hours/DayFeatured
If you have set a limit for the maximum hours logged per day in your Timesheets and the timer you set crosses that limit, it will now be automatically stopped and a notification will be sent to you.
25 Mar 2019
Retail Templates for Estimates and Credit NotesFeatured
Retail template is now available for estimates and invoices.
15 Mar 2019
Search Help Resources Within Zoho InvoiceFeatured
You can now search the help documents and FAQs from within Zoho Invoice and find the answers that you’re looking for contextually
12 Mar 2019
Export the Current View of DataFeatured
When you filter data in modules that support custom views based on your requirements, you can now export that view from Zoho Invoice to your system.
12 Mar 2019
Automate Tasks with Custom SchedulersFeatured
Using Custom Schedulers, you can create a custom function and schedule them to perform them at periodic intervals. This will help you automate tasks and save time.
Learn more...07 Mar 2019
PayTabs Integration Featured
We’ve integrated with PayTabs, a payment gateway for businesses in the GCC region. You can now collect payments in nearly 168 currencies from anywhere across the world.
Learn more...20 Feb 2019
Force Delete Custom Fields in TransactionsFeatured
We have provided the option to force delete custom fields along with their values from all the transactions. However, if you’ve used this custom field’s placeholder in workflows, email-templates, custom views and address formats, they will not be removed.
19 Feb 2019
Choose Payment Options from the Payments TabFeatured
With the Payments tab in the invoice details page, you can now choose the mode of payment that you want to enable for your customer.
18 Feb 2019
Make Salesperson Field MandatoryFeatured
You can now choose to mark the Salesperson field as mandatory. You can make this change from the Field Customization tab of the corresponding module's preferences page.
18 Feb 2019
Enable/Disable Editing of Accepted EstimatesFeatured
From the preferences section of Estimates, you can now configure to edit an estimate after it has been accepted.
14 Feb 2019
View in-app Notifications SeparatelyFeatured
You’ll find an Announcements tab where the announcements we make are segregated and displayed. Your regular in-app notifications will be under the Notifications tab.
14 Feb 2019
View Customer Details while Creating InvoiceFeatured
When you select a customer name while creating an invoice, you can view all their details by clicking View Customer Details.
14 Feb 2019
Resize the Logo in TemplatesFeatured
You can now resize your organization's logo in all the templates.
8 Feb 2019
Enable/Disable Email Notifications in Recurring InvoicesFeatured
You can now choose to either allow or restrict sending email notifications, when an invoice is created in the draft status from a recurring invoice.
30 Jan 2019
Enhanced Custom DomainFeatured
We have made our custom domain much easier to use! We have also moved the 'Branding' module inside 'Customer Portal Preferences'. Now, both the 'Branding' and 'Custom Domain' tabs will be available within 'Customer Portal Preferences'.
Learn more...29 Jan 2019
Zoho Invoice Android App UpdateFeatured
We have enhanced our android app and introduced new features. You can now find a separate module to check the received payments. We are supporting Bahrain edition and have provided an option to set credit limits to your contacts.
28 Jan 2019
Supporting Additional Fields in Retail TemplatesFeatured
We now support 'Items in Total' and 'Payments Made' fields in Retail Templates. They can be enabled and disabled on the template creation page.
24 Jan 2019
Delete Payments and Projects in BulkFeatured
We have now facilitated 'Bulk Delete' option for the payments received and projects.
10 Jan 2019
Payments Stub for the Minimalist TemplateFeatured
We now support 'Payments Stub' for the 'Minimalist' template and this can enabled/disabled on the template creation page.
4 Jan 2019
Mark Your Favorite Report as FavoriteFeatured
You can now mark your frequently used reports as favorites and access them easily.
4 Jan 2019
Generate Public and Private Invoice LinksFeatured
The shareable invoice links can now be generated privately and publicly. The private links can be shared only via customer portals and the public link can be shared with everyone.
26 Dec 2018
Invoice Bulk Entities in ProjectsFeatured
With our new 'Create Invoice' button, you can club time entries and raise an invoice for them in bulk. This option is available on the Projects list page, Timesheet list page and Client Approvals details page.
26 Dec 2018
SMS IntegrationFeatured
From now on, you can send SMS notifications to your clients regarding invoices, payment reminders and payment thank you notes. You will need to integrate your Zoho Invoice account with Twilio to use this feature.
Learn more...24 Dec 2018
Credit LimitFeatured
The Credit Limit feature allows you to set credit limits and have an eye on the outstanding receivables of your business.
Learn more...21 Dec 2018
Option to Request Payment InformationFeatured
Using the Request Payment Information option, you can request your customers to provide their credit card details and once they provide, it would automatically be saved in your organization. This option would be available only if a payment gateway that supports auto-charge is integrated with your org.
19 Dec 2018
Zoho Invoice Android app Update v5.21.9Featured
From now on, cloning would be available for expenses. We have provided an option to to click on a contact’s name to navigate to the Contact Details section from a particular transaction. You would be able associate Credit Notes to Salespersons and a dialog box 'Reason' would po up when you edit a 'Sent' invoice.
18 Dec 2018
Custom LinksFeatured
Custom Links lets you add third party URLs to your custom buttons which will take you to the mentioned URL when clicked. It is available for the modules that support custom buttons.
10 Dec 2018
Enhanced ReportsFeatured
Further more additional fields can be viewed in the Recurring Invoice Details report, Payments Received report, Credit Note Details report and Recurring Invoice Details report.
29 Nov 2018
Display Custom Fields in Sales by Item ReportFeatured
From now on, the additional info added to your items can be displayed on reports. We have provided an option to display the custom fields of your items in the 'Sales By Item' report.
27 Nov 2018
Enable/Disable Editing of Invoiced EstimatesFeatured
You can now choose to allow or restrict your users from editing an estimate that has already been invoiced. You can do this in the 'Preferences' section of your organization.
22 Nov 2018
In-App NotificationsFeatured
We have introduced 'In-app notifications'. Every time a particular action (which you can define) takes place, you can set up a workflow rule and trigger an in-app notification to update the users in your organization about it.
22 Nov 2018
Choose Your Favourite Custom ViewFeatured
We have provided an option to mark any custom view as your favorite, irrespective of the user who created it. This can be directly chosen from the Filters dropdown list above any transaction.
20 Nov 2018
Enhanced Invoice Details ReportFeatured
In the Invoice details report, you can now choose to display the contacts' name, company name, email address and a few other fields related to your contacts. In addition, you can also disable the default fields if you do not want it to be a part of the report.
14 Nov 2018
Pre-populated Unit of Measurements Featured
We have pre-populated a set of Unit of Mesaurements in the Items module of Zoho Invoice. These UOMs will be available in the newly created organizations.
14 Nov 2018
Search for Items Using SKU Codes Featured
You can now search for items using SKU codes on the price list creation page. Just click the 'magnifying glass icon' next to ITEM DETAILS and type the SKU code to choose the item.
1 Nov 2018
Additional Signature for Invoice TemplatesFeatured
From now on, you will be able to add two signatures on your invoices. This option is currently available in all the templates except Spreadsheet, Spreadsheet Plus and Retail templates . The additional signature will be available only if the primary signature is enabled.
26 Oct 2018
Bulk Update for Credit NotesFeatured
Update all your credit notes in one go by selecting them and clicking the 'Bulk Update' option on the top.
25 Oct 2018
Bulk Email Option for Payment ReceiptsFeatured
How easy would it be to send payment receipts to all your customers in one go? We have now provided an option for that! Just select the payment receipts and click the 'mail icon' on the top. All your payment receipts will be sent to the respective customers at the same time.
25 Oct 2018
Option to Associate Additional Billing Address and Shipping Address to Recurring InvoicesFeatured
From now on, you can choose to associate additional addresses to your recurring invoices rather than the default ones.
24 Oct 2018
Action Drop down in the Contacts Module List ViewFeatured
An action drop down has been provided in the 'Contacts' module for you to immediately edit or email the contact then and there.
24 Oct 2018
Option to Share the Invoice Link from the List View of the Invoices ModuleFeatured
You can now share the link of your invoices from the invoices list that would be displayed when you go to the Invoices module. This link can either be copied or shared via email through Zoho Invoice.
19 Oct 2018
Bulk Update for ProjectsFeatured
Bulk update is now available for the Timesheet module as well! Enabling/Disabling client approval, watchlists, updating custom fields can be done for a maximum of 25 projects at the same time.
15 Oct 2018
Bulk Update for InvoicesFeatured
No more the pain of opening each and every invoice to update changes. With our new bulk update option, you can update changes in all the invoices in one click.
9 Oct 2018
Custom button for Items and TimesheetFeatured
Custom buttons are now available for Items and Timesheet modules! Create customized buttons according to your requirements and speed up your invoicing process.
9 Oct 2018
Link to Traverse to the Estimate from Which the Retainer Invoice Was Created and Vice VersaFeatured
Faced difficulty while looking for an estimate from which you created a retainer invoice? We have simplified it for you! On the retainer invoices page, just click on the link to get back to that particular estimate. Another link will be provided on the estimates page, clicking it will redirect you to the retainer invoices raised for that estimate.
9 Oct 2018
Email Icon for Mailed TransactionsFeatured
For invoices, retainer invoices and estimates, we have introduced an email icon that will be displayed beside the respective transaction's number. This is to denote that the particular transaction has already been mailed to the customer.
8 Oct 2018
Invoice Link on the List View of the Timesheet ModuleFeatured
The invoice link will hereafter be present in the 'Billing Status' column and by clicking it, you will be taken to the invoice raised for that particular time entry. In case the time entry was manually marked as 'Invoiced', we show a label 'Manually Marked' instead of the Invoice number.
5 Oct 2018
Customize Customer StatementsFeatured
We have enhanced the customizing option of the customer statements! Just go to the template section, edit the field names, change row colors and do lot more to customize the customer statement according to your requirements.
4 Oct 2018
Import Retainer Payments Featured
We have introduced an option to specifically import your retainer invoice payments to Zoho Invoice. This would be available in the 'Payments Received' module.
26 Sep 2018
Client Approval for Time EntriesFeatured
We have introduced an exclusive feature for the Timesheets module called 'Client Approval'. With this feature, you can get all your time entries approved by your client before invoicing them.
Learn more...20 Sep 2018
Option to Mark Expenses as Unbilled While Voiding an InvoiceFeatured
Expenses that were earlier a part of voided invoices, can be marked 'Unbilled' from now. This way, you can associate these expenses to new invoices and send them to your clients.
20 Sep 2018
Bulk Update Option for Recurring InvoicesFeatured
With the new 'Bulk Update' option, you can update all your recurring invoices in one go.
10 Sep 2018
Estimate Generator for AndroidFeatured
Create instant estimates from any part of the world! Zoho Invoice has now introduced a free estimate generator app for Android.
3 Sep 2018
Zoho Invoice - Zoho Mail IntegrationFeatured
Integrate your Zoho Mail account with Zoho Invoice to have your emails and transactions under the same roof. With this integration you can easily attach documents from your emails to all your transactions and all the mail activities can be viewed within your Zoho Invoice organization.
Learn more...23 Aug 2018
Enhanced Invoice Creation Page in the Timesheets ModuleFeatured
The Invoice creation page in the Timesheets module has been enhanced. Timesheet entries are no longer mandatory while converting projects to invoices and invoices can be created either with time entries or expenses associated to that project.
13 Aug 2018
Option to Carry out Detailed Actions on Invoices PageFeatured
From now on you don't have to open each invoice to email/print/download it. These options are now provided on the Invoices page all you have to do is, hover over the respective invoice, click the downward arrow and select the required action.
9 Aug 2018
Export Users Featured
No more the pain of adding repetitive users manually in each organization. We have now provided an option to export users along with the data you prefer.
23 July 2018
Option to Add Estimate Number While Exporting InvoicesFeatured
You can now associate estimate numbers to invoices while exporting them.
18 July 2018
Spreadsheet Lite TemplateFeatured
Spreadheet Lite is the enhanced version of 'Spreadsheet' and 'Spreadsheet Plus' templates.
18 July 2018
Associate Estimates While Importing InvoicesFeatured
We have provided an option to associate the estimate numbers of the existing estimates with the invoices that are to be imported. This automatically links that particular estimate to that invoice and changes the status to Invoiced.
18 July 2018
Option to Traverse Back to the Estimate from Which an Invoice Was Raised.Featured
We have provided an option called 'View the estimate' on the invoice details page, which when clicked, takes you back to the estimate from which the invoice was generated. Similarly, on the Estimate details page, we have an option called 'View the invoice' which when clicked, redirects you to the generated invoice.
Learn more...17 July 2018
Create Retainer Invoices on the GoFeatured
Our latest iOS update comes with an exclusive Retainer Invoice module.
12 July 2018
Additional Filters for Timesheet EntriesFeatured
We have intrdouced new filters for Timesheet entries. With these filters you can filter your data based on Customers and Projects.
6 July 2018
Mail Notifications on Reaching the Workflow LimitFeatured
You'll be notified via email everytime you're about to exceed the limit of the workflow count. This email will be sent to the primary email address of your organization.
27 June 2018
Advanced Filters in Invoice Details ReportFeatured
The Invoice Details report is now equipped with Advanced Filters to let you set criteria to customize and generate reports.
27 June 2018
Filter Receivables Aging Report by CustomerFeatured
You can now filter the Aging Details report of your receivables by individual customers and run your report.
21 June 2018
Shortcuts to Log TimeFeatured
You can now use the Shortcut Key c + t to log time instantly from any page on the Zoho Invoice application. Additionally you can also quickly create Weekly Time Logs.
18 June 2018
Custom Buttons for New EntitiesFeatured
Create custom buttons for Credit Notes, Retainer Invoices and Expenses and execute the required actions using them.
Learn more...8 June 2018
Read, Write and Hide Selling PricesFeatured
Zoho Invoice now lets you to provide read, write and hide access for the selling prices of your goods based on the roles of your users in Zoho Invoice.
8 June 2018
Bulk Update EstimatesFeatured
Update a single field in all your estimates cautiously yet swiftly with the bulk update feature from Zoho Invoice
5 June 2018
Retain the Previous Custom ViewFeatured
The recently used custom view will now be retained so that you can resume work with the same view or you can switch the view based on your preference.
25 May 2018
Export PII while Exporting DataFeatured
Users who have access to PII can export them along with the data exported from a module.
25 May 2018
Generate Outstanding Amounts in Customer StatementsFeatured
We have introduced a filter to display the outstanding amount in your customer's Statement of Accounts.
24 May 2018
Permission to Access PIIFeatured
You can permit/restrict your users from accessing the sensitive information (PII) of your customers. This option would be available while you create user roles.
24 May 2018
Custom Field to store Personally Identifiable Information (PII)Featured
You can add your customers sensitive information in a custom field with the data type PII. Other users will not be able to access this info unless you permit them.
18 May 2018
Export your Transactions based on their StatusFeatured
You can now export data that belongs to a paticular status.
17 May 2018
Search Option for Multiple AddressesFeatured
We have added a search option for multiple addresses in all the transaction creation pages. This option will be available for clients with more than 10 addresses.
15 May 2018
Zoho Invoice - Zoho People IntegrationFeatured
Zoho Invoice integrates with Zoho People. With this integration, you can push your employees time logs from Zoho People to Zoho Invoice and invoice your customers accordingly.
8 May 2018
Listing of Enabled Integrations while Deleting an OrganizationFeatured
While deleting an organization in Zoho Invoice, we'll be listing out the integrations enabled in that organization. This listing will help you to know the third-party sites to which your data has been pushed from this organization.
8 May 2018
Advanced Filters Option in Payments Received ReportFeatured
You can now generate a detailed report on the payments you have received by using the new Advanced Filters option in the Payments Received report.
3 May 2018
VAT-Compliant Free Android Invoice Generator App for UAE and KSA Featured
Create VAT compliant invoices on the go with our free invoice generator.
26 Apr 2018
Payment Gateway Preference for Contacts Featured
Zoho Invoice can now store default payment gateway preferences at contact level.
24 Apr 2018
Revamped UI for the Online Payment Gateway SectionFeatured
The online payment gateway section has been completely revamped making it easy for you to spot the payment gateways that are integrated to your organization.
24 Apr 2018
Browser NotificationsFeatured
Enable browser notifications in your Zoho Invoice organization to get notified on important actions such as announcements, payment failures, customer portal activities and subscription expiries.
23 Apr 2018
Password Protection for ReportsFeatured
Exported reports can be protected with passwords.
12 Apr 2018
Auto-population of Items as TasksFeatured
When you create projects from estimates, the items in your estimates will be auto populated as tasks in your projects with the item cost as task cost. This option is exclusive for the projects with the billing method as Based on Task Hours.
12 Apr 2018
Cloning of Custom TemplatesFeatured
Custom Templates can be cloned from now on.
12 Apr 2018
Watermarks on Downloaded PDFsFeatured
If you have enabled Transaction Approval option in your organization, transactions that are yet to be approved or in draft status will contain a "Yet to be Approved" watermark when they're downloaded as PDFs.
5 Apr 2018
VAT Compliant Invoice GeneratorsFeatured
Our free invoice generator is VAT compliant for both Android and iOS applications. Hassle-free VAT compliant invoices can be raised for UAE and KSA regions on the go.
3 Apr 2018
Add Annexures to Invoice TemplatesFeatured
We have now provided an option to add annexures to your invoices so that you can provide additional legal information to your customers.
30 Mar 2018
Enhanced Custom Functions Featured
Automate business processes as custom functions can now be created even for retainer invoices and recurring expenses.
20 Mar 2018
Export Customer Statements in XLS Format.Featured
Zoho Invoice now supports Export of Customer Statements in XLS format for a specific date or a custom period of your choice.
15 Mar 2018
Import Contacts from Zoho Invoice to Zoho CampaignsFeatured
Import data from Zoho Invoice to your Zoho Campaigns account and make sure you don't miss a single contact in your mailing list.
15 Mar 2018
Convert Approved Transactions to a DraftFeatured
You can now convert Approved Transactions and Transactions Pending for Approval back to the Draft status. You can edit the transactions and submit them for approval once again.
12 Mar 2018
Audit TrailsFeatured
You can now view and compare multiple versions of a particular transaction with the Audit Trail feature. Audit Trail is now available for Estimates, Invoices, Expenses, and Recurring Invoices.
2 Mar 2018
VAT Summary ReportFeatured
You can now generate a VAT Summary Report in Zoho Invoice based on the transactions you have created.
2 Mar 2018
Password Protection for CSV ExportsFeatured
You can now set a password to secure your data when you export files in the CSV format.
27 Feb 2018
Stripe Card UpdaterFeatured
Effortlessly update the changes in card details in Stripe to Zoho Invoice by enabling the Stripe Card Updater.
20 Feb 2018
Export Data as an XLSX fileFeatured
Zoho Invoice now allows you to export data as an XLSX file. You can also set a password when you choose this format and export data securely.
19 Feb 2018
Import and Export Applied Credit NotesFeatured
You can now import and export only the credit notes that you had applied to invoices. This feature could come handy when you want a list of credit notes that have been applied to invoices and those that have not been applied.
12 Feb 2018
Associate Salesperson to Credit NotesFeatured
Associate salespersons to credit notes and let them keep track of debts. You can even generate a Sales by Salesperson report and get the details of the invoices and credit notes handled by the salesperson.
1 Feb 2018
Enhanced Zoho Invoice - Zoho CRM IntegrationFeatured
Zoho Invoice seamlessly integrates with Zoho CRM and now even allow you to view custom fields created in Zoho Invoice, set custom views and also generate reports based on the custom fields in Zoho CRM.
24 Jan 2018
Transaction ApprovalFeatured
Now, you can verify and the approve sales transactions that you and the users create in your organization. Set approval preferences and customize the roles you offer your approvers.
Learn more...18 Jan 2018
Export TemplatesFeatured
Now, create multiple templates to export specific data from all modules in your Zoho Invoice.
4 Jan 2018
Contacts Advanced SearchFeatured
Zoho Invoice now allows you to search for contacts accurately. Search for your contacts even by using details such as their company name or phone number.
21 Dec 2017
VAT Compliant Zoho InvoiceFeatured
We’ve introduced the UAE and KSA editions of Zoho Invoice for the United Arab Emirates and the Kingdom of Saudi Arabia.
20 Nov 2017
DRAFT STATUS FOR CREDIT NOTESFeatured
You can now save the Credit Note in draft status at the time of creation.
13 Nov 2017
KEYBOARD SHORTCUTSFeatured
Instantly perform actions within the application with the all new Keyboard Shortcuts feature for Zoho Invoice.
Learn more...11 Oct 2017
CUSTOMIZATION OF LINE ITEMSFeatured
You now have the option to customize line item table in all sales templates.
20 Sep 2017
ZOHO INVOICE NOW SUPPORTS CROATIANFeatured
Zoho Invoice is now availbale in Croatian. Users can choose 'hrvatski' from the language dropdown to set the language to Croatian for Organization, PDF templates.
14 Sep 2017
CHOOSE PAYMENT METHOD FROM CUSTOMER PORTALFeatured
Your customers can now choose their preferred payment method from within Customer Portal.
14 Sep 2017
ENHACEMENT TO BULK DOWNLOAD AS PDF OPTIONFeatured
Customers now have the option to bulk download Payments Received as PDF.
06 Aug 2017
EDIT SALES PERSON WHILE CREATING TRANSACTIONSFeatured
You have the option to edit the Salesperson right at the time of creating transactions.
25 July 2017
INTRODUCING SPREADSHEET TEMPLATEFeatured
Give your invoices a more compact look with Spreadsheet template.
19 July 2017
CUSTOMISATION MADE SIMPLERFeatured
Customise the transaction template, customer notes and terms and conditions all from within the transaction details page.
20 June 2017
ADD MORE INFORMATION TO YOUR CONTACTSFeatured
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
SEND CUSTOMER STATEMENTS IN BULKFeatured
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
ENHANCEMENTS TO THE PROJECTS MODULEFeatured
Include Project Name in Recurring Expenses. Generate Recurring Expenses from the Project Details page.
29 May 2017
EMAIL ADDRESS FIELD FOR SALES PERSONFeatured
Email address field has been introduced for salesperson which will be available while adding a new Salesperson.
24 May 2017
MAKE PAYMENTS WITHOUT LOGGING INTO CUSTOMER PORTALFeatured
Customers will now be able to Pay for the invoice/retainer invoice from the Secure Payment page, without having to log into the Customer Portal.
16 May 2017
CLONE OPTION AT LINE ITEM LEVELFeatured
The option to clone the line item at the time of invoice creation has been added.
26 Apr 2017
PROJECT NAME FOR RETAINER INVOICESFeatured
The new update lets you add project name for Retainer Invoices.
25 Apr 2017
BULK DOWNLOAD AS PDF OPTIONFeatured
Customers now have the option to bulk download Invoices, Estimates, Retainer Invoices and Credit Notes as PDF.
07 Apr 2017
ZOHO INVOICE-ZOHO ANALYTICS INTEGRATIONFeatured
Zoho Invoice has integrated with Zoho Analytics to help you further customize your reports.
Learn more...06 Apr 2017
NEW FILTER FOR RECURRING INVOICESFeatured
You can now filter the recurring invoices for which Auto bill feature has been enabled.
24 Mar 2017
OPTION TO ADD FAVICONFeatured
Users with custom domain can now upload favicon to make your brand more prominent.
23 Mar 2017
API USAGE REPORTFeatured
Option to show API usage of an organisation for a day.
23 Mar 2017
SHOW TOTAL AMOUNT IN WORDS IN TEMPLATESFeatured
You can now show total amount in words for Invoices, Estimates, Retainer Invoices and Payment Receipt templates.
10 Mar 2017
THE CUSTOM BUTTON OPTIONFeatured
Option to perform an action while viewing an invoice by creating a custom button for the action.
Learn more...09 Feb 2017
EMAIL TEMPLATE UPDATEFeatured
New design and layout for Invoice, Estimate and Payment Thank you notification.
01 Feb 2017
CUSTOMIZE CUSTOMER STATEMENTFeatured
You can now customize customer statement by changing the title, applying colors, setting header and footer
01 Feb 2017
CHANGES IN TEMPLATE CUSTOMISATION SCREEN FORMATFeatured
Option to change the organization and customer address format from template edit screen.
25 Jan 2017
ENHANCEMENT:ZOHO CRM INTEGRATIONFeatured
New enhancements made under Estimates and Invoice module inside Zoho CRM.
10 Jan 2017
ALLOW CUSTOMERS TO PAY THROUGH BANK ACCOUNT IN CUSTOMER PORTALFeatured
Allow your customers to pay via their bank account in customer portal by enabling the option in the contact edit page.
10 Jan 2017
ON CARD VERIFICATION SETTINGSFeatured
Enable specific card address fields that should be mandatory while accepting card information. You can also choose to show or hide these fields.
10 Jan 2017
RECURRING INVOICES FOR PROJECTSFeatured
Create recurring invoices from projects and associate active projects to line items.
Learn more...10 Jan 2017
SHARE INVOICE LINK FOR SENT INVOICESFeatured
Share invoice link for sent invoices with your customers, at the time of invoice creation or from the invoice details page.
10 Jan 2017
EASILY UPDATE ORGANIZATION ADDRESS AND LOGOFeatured
Update your Organization address and logo from the template view.
05 Jan 2017
CREATE PROJECTS WITH SAME NAME FOR DIFFERENT CUSTOMERSFeatured
Option to create and use the same Project name for different customers has been added.
16 Dec 2016
EXPRESS CHECKOUT OPTION IN PAYFLOW PROFeatured
Let your customers choose to pay via Credit card or Express Checkout.
09 Dec 2016
CARD VIEW IN PROJECTSFeatured
Add more appeal to your project list with Card view.
09 Dec 2016
PERMISSION FOR TIMESHEET STAFF TO RECORD EXPENSES FOR PROJECTSFeatured
Create new role and let your timesheet staff record expenses for the project.
01 Dec 2016
CLASSIFY YOUR DATA WITH EASEFeatured
Enjoy the liberty of choosing, the view of your invoice list with the custom view feature.
25 Nov 2016
RECURRING INVOICE DETAILS REPORTFeatured
Create and run reports on recurring invoices.
22 Nov 2016
NEW PAYMENT TERMS IN ZOHO INVOICEFeatured
Send automated reminders based on time elapsed since end of month.
21 Nov 2016
INTEGRATION BETWEEN OFFICE 365 AND ZOHO FINANCE PRODUCTSFeatured
With this integration, import contacts and invite users from your Office 365 account to Zoho Invoice.
14 Nov 2016
CONVERT INVOICES TO RECURRING INVOICEFeatured
Choose to mark your invoices as recurring invoices, while at the time of their creation.
11 Nov 2016
SEND UNPAID INVOICES LIST TO CUSTOMERSFeatured
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 INVOICESFeatured
Easily keep track of your recurring invoices with order number.
11 Nov 2016
INTRODUCING ANDROID APP VERSION 5.9.4Featured
Zoho Invoice Android app version 5.9.4 rolled out with more features and enhancements.
11 Nov 2016
IMPORT AND EXPORT RETAINER INVOICESFeatured
With Zoho Invoice, save time working with Retainer Invoices by easily importing and exporting them.
04 Nov 2016
CUSTOMIZE ESTIMATE DETAIL REPORT WITH CUSTOM FIELDSFeatured
Make use of custom fields in the Estimate module to run a more in-depth Estimate Details Report.
01 Nov 2016
MORE POWER TO ZOHO INVOICE- ZOHO CRM INTEGRATIONFeatured
Link potentials in Zoho CRM to multiple invoices, estimates, expense reports and sales orders.
20 Oct 2016
CUSTOMISE REPORTS WITH CUSTOM FIELDSFeatured
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 ADDRESSFeatured
You can choose to update your organization's address in all your past transactions or future transactions.
06 Oct 2016
ZAPIER-CHROME EXTENSIONFeatured
Create new invoices with just a click of the button, with Zapier's new Chrome extension.
04 Oct 2016
MORE ON CUSTOM FIELDSFeatured
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 ADDRESSESFeatured
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 COLLABORATEFeatured
Instantly sync data between Zoho Invoice and Zoho CRM and add more hours to your day.
Learn more...22 Sep 2016
MANUALLY CHARGE YOUR CUSTOMERFeatured
Charge your customer with their associated card or with another valid card using Retainer Invoices.
Learn more...22 Sep 2016
INTRODUCING BASIC TEMPLATEFeatured
We have added a new template 'Basic' to our template gallery which is specially designed for freelancers.
16 Sep 2016
CLONE YOUR TEMPLATESFeatured
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.
01 Sep 2016
KNOW YOUR CONTACTS' DEPARTMENT AND DESIGNATIONFeatured
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 ENTRYFeatured
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 CONTACTSFeatured
Make remarks, add multiple notes, and view them under Contacts Overview.
19 Aug 2016
VIEW YOUR TAX SUMMARY IN INVOICE PDFFeatured
Display the tax summary in your base currency for transactions recorded in other currencies.
12 Aug 2016
NEW EXPENSES BY PROJECTS REPORTFeatured
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 PROJECTFeatured
Track logged hours for your projects with the start and end time in the Timesheet Report.
09 Aug 2016
SCHEDULE YOUR INVOICESFeatured
You can set your invoices to be automatically sent to your customers at a future date.
Learn more...05 Aug 2016
AVOID DUPLICATION WHILE IMPORTINGFeatured
Skip or overwrite duplicate contacts, while importing contacts from CSV or TSV file into Zoho Invoice.
12 July 2016
CUSTOM FIELDS IN CUSTOMER PORTALFeatured
You can choose to display the custom fields that capture additional contact information through the Customer Portal. Your customers can also edit their information displayed in the custom fields.
12 July 2016
ALLOW CUSTOMERS TO SHOW CREDIT CARD INFORMATIONFeatured
Your customer can now make payments through stored cards from the customer portal.
01 July 2016
RE-ORDER TAXES BASED ON YOUR PREFERENCESFeatured
Sort your taxes the way you want them to appear in your Invoice.
Learn more...30 June 2016
TRACK PAST TRANSACTIONS AND EMAIL CONVERSATIONS EASILYFeatured
You can track all your past transactions and mail history within the Contacts module.
25 June 2016
ADD CUSTOM FIELDS TO SHIPPING ADDRESSFeatured
Associate more details to your shipping address through Custom Fields under your Contacts Preferences.
Learn more...24 June 2016
SAVE TIME SPENT ON UPDATING THE TOTAL AMOUNT IN INVOICES AND ESTIMATESFeatured
Create custom functions with Deluge script and automatically update invoices and estimates.
Learn more...20 June 2016
RECEIVE PAYMENTS ONLINE THROUGH WEPAYFeatured
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 June 2016
PERSONALIZE YOUR EMAIL TEMPLATESFeatured
You can now add any custom field placeholders to your email templates.
10 June 2016
CREATE CREDIT NOTES WITH ALL THE DETAILS OF AN INVOICEFeatured
Include discounts, shipping charges and adjustments in credit notes.
03 June 2016
CAPTURE YOUR CUSTOMER'S SOCIAL MEDIA INFORMATIONFeatured
Store your customer’s Facebook, Twitter and Skype IDs in the contacts section.
01 June 2016
INCLUDE ADDITIONAL INFORMATION ABOUT YOUR ITEMSFeatured
Capture any additional information related to the products you sell. You can choose to display them on your invoices.
Learn more...01 June 2016
CUSTOMIZE CREDIT NOTES AND PAYMENT RECEIPTSFeatured
Personalize your credit notes and payment receipts with custom templates.
27 May 2016
PROVIDE A REASON WHEN YOU WRITE OFF AN INVOICEFeatured
You can now include a reason for writing off an invoice.
Learn more...13 May 2016
SELECT YOUR FAVORITE THEME FOR ZOHO INVOICEFeatured
Choose a theme from the Branding section under Preference.
11 May 2016
SHARE FILES WITH YOUR CUSTOMERS THROUGH THE CUSTOMER PORTALFeatured
Attach files in the Contacts section and it will be displayed in the Customer Portal.
Learn more...21 Apr 2016
PERSONALIZE YOUR ZOHO INVOICE SUBDOMAINFeatured
Create your own subdomain for your account in Zoho Invoice.
Learn more...16 Mar 2016
ZOHO INVOICE IS NOW INTEGRATED WITH SLACKFeatured
Connect Zoho Invoice to Slack, an online messaging app and keep track of your customer's customer portal activities.
Learn more...19 Feb 2016
SEND INVOICES IN GEORGIAN AND ARMENIAN LANGUAGES.Featured
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.Featured
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 EASILYFeatured
Request reviews and ratings for your service through the Customer Portal.
Learn more...13 Jan 2016
LOCATE ITEMS ACCURATELY BY ADDING IMAGES AND SKUFeatured
Add images and SKU information to the products you sell.
Learn more...06 Jan 2016
SEND INVOICES FOR MULTIPLE PROJECTS CREATED IN ZOHO PROJECTSFeatured
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 INVOICEFeatured
You can now attach multiple files to an invoice and also choose to display them in the Customer Portal.
26 Nov 2015
SPEAK YOUR CUSTOMER'S LANGUAGEFeatured
You can now send invoices, estimates and payment reminders in your customer’s preferred language. You can also choose to display the Customer Portal in your customer’s language.
Learn more...23 Nov 2015
CAPTURE ANY TYPE OF ADDITIONAL INFORMATION IN THE CUSTOM FIELDSFeatured
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 CLICKSFeatured
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 ICONFeatured
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 REPORTSFeatured
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 GOFeatured
Expenses can be added in bulk.
16 Sep 2015
SWITCH FROM ZOHO INVOICE TO ZOHO BOOKS EASILYFeatured
Seamless data transfer from Zoho Invoice to Zoho Books is available.
16 Sep 2015
KEEP YOURSELF UP TO DATE WITH NOTIFICATIONSFeatured
Receive instant notification on Customer 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 INVOICEFeatured
Users can now have multiple email addresses in CC while sending emails.
08 Sep 2015
CUSTOM FIELDS FOR EXPENSESEFeatured
Create and fill custom fields of specific data types while recording expenses.
20 Aug 2015
ENHANCEMENTS IN ZOHO PROJECTS INTEGRATIONFeatured
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 PAGEFeatured
Option to print payment stub in a separate page
17 July 2015
REVAMP OF TIMESHEET MODULE IN ZOHO INVOICEFeatured
Option to mark tasks as 'Billable/Non-Billable' and 'Active/Inactive'.
14 July 2015
MULTIPLE EMAIL ADDRESSES FOR AN ORGANIZATIONFeatured
Users can add multiple email IDs for an organization and associate them with transactions.
10 July 2015
WORKFLOW AUTOMATION FOR CREDIT NOTESFeatured
Users can now enable workflows for credit notes.
03 July 2015
WORKFLOW AUTOMATION FOR INVOICESFeatured
Users can now enable workflows for invoices.
02 July 2015
REPORTS FOR 'TIMESHEET DETAILS' ADDEDFeatured
Timesheet staff can now view their reports.
02 July 2015
REPORTS FOR 'PURCHASES BY ITEMS' ADDEDFeatured
Users can now generate reports based on purchases by items.
02 July 2015
TAX EXCLUSIVE / TAX INCLUSIVE RATESFeatured
Mark your line item rates as either Tax Inclusive / Tax Exclusive while you create invoices.
29 June 2015
ATTACHMENT IN CUSTOMER & RETAINER PAYMENTSFeatured
You can add an attachment for Customer & Retainer Payments now. You can also make it visible in customer portal.
29 June 2015
OPTION TO IMPORT TASKS FROM EXISTING PROJECTSFeatured
Users can now import tasks from existing projects in Timesheets.
24 June 2015
ENHANCEMENT IN RECEIVABLES CUSTOMER BALANCES REPORTFeatured
Customization options added to Receivables - Customer Balances Summary & Details Report.
11 June 2015
GOOGLE CHROME EXTENSION FOR TIMEFeatured
Access Zoho Invoice from the Chrome Web Store. Also log your work time using a live timer with our Chrome extension
Learn more...05 June 2015
REVAMP OF CUSTOMER PORTALFeatured
An attractive new interface for the Customer Portal! Clients can also now view their payment history and download receipts via the portal.
03 June 2015
PAYMENT RECEIPT TEMPLATESFeatured
Payment receipts can now be customised with templates.
03 June 2015
ZOHO INVOICE REFERRAL PROGRAMFeatured
Now refer new users for Zoho Invoice and earn a get a free month!
19 May 2015
CUSTOMER PORTAL: PAY OFF MULTIPLE INVOICES IN ONE PAYMENTFeatured
Your customers can now pay off multiple invoices in a single transaction via the customer portal.
15 May 2015
NEW FEATURE: WORLFLOW AUTOMATIONFeatured
Now automate repetitive accounting tasks and save time.
Learn more...30 Apr 2015
ENHANCEMENT IN RECEIVABLES AGING DETAILS REPORTFeatured
Customization options added to Receivables - Aging Details report.
02 Apr 2015
ATTACH EXPENSE RECEIPTS FROM CLOUD STORAGE SERVICEFeatured
Now attach expense receipts from Zoho Docs, Google Drive, Dropbox, Microsoft Skydrive, Box and Evernote.
27 Mar 2015
ENHANCEMENT IN RECEIVABLES AGING SUMMARY REPORTFeatured
Customization options added to Receivables - Aging Details report.
19 Mar 2015
USER INVITATION EMAIL TEMPLATE CUSTOMIZATIONFeatured
Template customization option has been provided for user invitation emails
17 Mar 2015
ENHANCEMENT: REPORT FOR PORTAL ACTIVITIESFeatured
Now you can have a detailed report of your clients activities inside customer portal
10 Mar 2015
ENHANCEMENT: REPORT FOR ESTIMATEFeatured
Reports for Estimate Details has been added
06 Feb 2015
BCC SUPPORT IN EMAILSFeatured
You can now BCC someone when sending an email/invoice.
04 Feb 2015
ENHANCEMENT: ZOHO PROJECTS INTEGRATIONFeatured
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 ShortcutsFeatured
Now put your keyboard ninja skills to work with the new set of keyboard shortcuts.
31 Dec 2014
WORLDPAY PAYMENT GATEWAY INTEGRATIONFeatured
Now start accepting payments from customers via Worldpay.
13 Dec 2014
FORTE PAYMENT GATEWAY INTEGRATIONFeatured
You can now accept payments from customers via the popular Forte payment gateway.
28 Oct 2014
EDIT ORGANIZATION TIME ZONEFeatured
You can change the time zone your business operates in, from under Organization profile settings.
22 Oct 2014
AUTO CHARGE SUPPORTS NEW PAYMENT GATEWAYSFeatured
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 INVOICESFeatured
Accept advance payments made by a client in the form of retainer invoices in Zoho Invoice.
16 Oct 2014
CUSTOMIZE USER ROLESFeatured
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 INVOICESFeatured
Associate customer's credit card to recurring invoices and charge them automatically for payments.
08 Aug 2014
NEW FEATURE- WINDOWS APP RELEASEDFeatured
The Zoho Invoice app is now available from the windows store, and supports invoicing and recording expenses.
10 June 2014
ENHANCEMENT : RECORD EXPENSES OFFLINEFeatured
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- SEARCHFeatured
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 STATUSFeatured
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 SUPPORTFeatured
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 CRMFeatured
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 PERSONSFeatured
Now you can add more contact persons for an organization. The limit count has been increased to 20.
04 Apr 2014
ENHANCEMENT : EDIT CUSTOM TEMPLATESFeatured
Custom templates created in the previous version are now editable in the new UI.
26 Mar 2014
NEW FEATURE : PRICE LISTFeatured
Know exactly when your clients viewed the estimates. The estimates detail page will now show the time and 'viewed' status to users.
07 Mar 2014
QUICK SEARCHFeatured
Quick search and advanced search options are now available for your items.
26 Feb 2014
NEW FEATURE: INVOICE VIEWED STATUSFeatured
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 : CUSTOMER PORTALFeatured
Customers can invite clients to their portal to discuss quotes, view statements and make online payments.
Learn more...26 Feb 2014
NEW ZOHO INVOICE RE-LAUNCHEDFeatured
Redesigned and Rebuilt from the ground up. REST API's available for Zoho Invoice.
Learn more...
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