What's New

May

2019
31 May 2019

Lookup Data Type in Custom Field

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 Templates

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 Option

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 Manager

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 Report

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 Insights

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 Link

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 Page

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 Name

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.

Apr

2019
26 Apr 2019

Validation Rules for Estimates

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.

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 Page

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 Payment

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 Notes

You now have the option to clone your credit notes and avoid a manual entry.

09 Apr 2019

Associate Projects to Line Items

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 Gocardless

GoCardless payment gateway is now supported for organizations in Canada, New Zealand and Switzerland.

06 Apr 2019

Pause Timer for Your Timesheets

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...

08 Apr 2019

Attach Payment Receipt in Payment Received Email

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

We have now provided the option to notify all the approvers whenever a transaction is submitted for approval.

08 Apr 2019

Group by Invoice Details Report

You can now customize the invoice details report by grouping the invoices based upon invoice date, due date, customer name, sales person or currency.

Mar

2019
28 Mar 2019

Fresh Design for Template Gallery

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/Day

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 Notes

Retail template is now available for estimates and invoices.

15 Mar 2019

Search Help Resources Within Zoho Invoice

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 Data

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 Schedulers

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

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...

Feb

2019
20 Feb 2019

Force Delete Custom Fields in Transactions

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 Tab

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 Mandatory

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 Estimates

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 Separately

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 Invoice

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 Templates

You can now resize your organization's logo in all the templates.

8 Feb 2019

Enable/Disable Email Notifications in Recurring Invoices

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.

Jan

2019
30 Jan 2019

Enhanced Custom Domain

We have made our custom domain much easier to use! We have also moved the 'Branding' module inside 'Client Portal Preferences'. Now, both the 'Branding' and 'Custom Domain' tabs will be available within 'Client Portal Preferences'.
Learn more...

29 Jan 2019

Zoho Invoice Android App Update

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 Templates

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 Bulk

We have now facilitated 'Bulk Delete' option for the payments received and projects.

10 Jan 2019

Payments Stub for the Minimalist Template

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 Favorite

You can now mark your frequently used reports as favorites and access them easily.

4 Jan 2019

Generate Public and Private Invoice Links

The shareable invoice links can now be generated privately and publicly. The private links can be shared only via client portals and the public link can be shared with everyone.

Dec

2018
26 Dec 2018

Invoice Bulk Entities in Projects

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 Integration

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 Limit

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 Information

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 v5.21.9

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 Links

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 Reports

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.

Nov

2018
29 Nov 2018

Display Custom Fields in Sales by Item Report

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 Estimates

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 Notifications

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 View

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 Report

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

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

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 Templates

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.

Oct

2018
26 Oct 2018

Bulk Update for Credit Notes

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 Receipts

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 Invoices

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 View

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 Module

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 Projects

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 Invoices

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 Timesheet

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 Versa

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 Transactions

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 Module

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 Statements

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

We have introduced an option to specifically import your retainer invoice payments to Zoho Invoice. This would be available in the 'Payments Received' module.

Sep

2018
26 Sep 2018

Client Approval for Time Entries

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 Invoice

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 Invoices

With the new 'Bulk Update' option, you can update all your recurring invoices in one go.

10 Sep 2018

Estimate Generator for Android

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 Integration

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...

Aug

2018
23 Aug 2018

Enhanced Invoice Creation Page in the Timesheets Module

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 Page

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

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.

July

2018
23 July 2018

Option to Add Estimate Number While Exporting Invoices

You can now associate estimate numbers to invoices while exporting them.

18 July 2018

Spreadsheet Lite Template

Spreadheet Lite is the enhanced version of 'Spreadsheet' and 'Spreadsheet Plus' templates.

18 July 2018

Associate Estimates While Importing Invoices

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.

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 Go

Our latest iOS update comes with an exclusive Retainer Invoice module.

12 July 2018

Additional Filters for Timesheet Entries

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 Limit

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.

June

2018
27 June 2018

Advanced Filters in Invoice Details Report

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 Customer

You can now filter the Aging Details report of your receivables by individual customers and run your report.

21 June 2018

Shortcuts to Log Time

You can now use the Shortcut Key c + t to log time instantly from any page on the Zoho Books application. Additionally you can also quickly create Weekly Time Logs.

18 June 2018

Custom Buttons for New Entities

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 Prices

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 Estimates

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 View

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.

MAY

2018
25 May 2018

Export PII while Exporting Data

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 Statements

We have introduced a filter to display the outstanding amount in your customer's Statement of Accounts.

24 May 2018

Permission to Access PII

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)

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 Status

You can now export data that belongs to a paticular status.

17 May 2018

Search Option for Multiple Addresses

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 Integration

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 Organization

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 Report

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

Create VAT compliant invoices on the go with our free invoice generator.

APR

2018
26 Apr 2018

Payment Gateway Preference for Contacts

Zoho Invoice can now store default payment gateway preferences at contact level.

24 Apr 2018

Revamped UI for the Online Payment Gateway Section

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 Notifications

Enable browser notifications in your Zoho Invoice organization to get notified on important actions such as announcements, payment failures, client portal activities and subscription expiries.

23 Apr 2018

Password Protection for Reports

Exported reports can be protected with passwords.

12 Apr 2018

Auto-population of Items as Tasks

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 Templates

Custom Templates can be cloned from now on.

12 Apr 2018

Watermarks on Downloaded PDFs

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 Generators

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 Templates

We have now provided an option to add annexures to your invoices so that you can provide additional legal information to your customers.

MAR

2018
30 Mar 2018

Enhanced Custom Functions

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.

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 Campaigns

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 Draft

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 Trails

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 Report

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 Exports

You can now set a password to secure your data when you export files in the CSV format.

FEB

2018
27 Feb 2018

Stripe Card Updater

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 file

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 Notes

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 Notes

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 Integration

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.

JAN

2018
24 Jan 2018

Transaction Approval

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 Templates

Now, create multiple templates to export specific data from all modules in your Zoho Invoice.

4 Jan 2018

Contacts Advanced Search

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.

DEC

2017
21 Dec 2017

VAT Compliant Zoho Invoice

We’ve introduced the UAE and KSA editions of Zoho Invoice for the United Arab Emirates and the Kingdom of Saudi Arabia.

NOV

2017
20 Nov 2017

DRAFT STATUS FOR CREDIT NOTES

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

13 Nov 2017

KEYBOARD SHORTCUTS

Instantly perform actions within the application with the all new Keyboard Shortcuts feature for Zoho Invoice.
Learn more...

OCT

2017
11 Oct 2017

CUSTOMIZATION OF LINE ITEMS

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

SEP

2017
20 Sep 2017

ZOHO INVOICE NOW SUPPORTS CROATIAN

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 CLIENT PORTAL

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

14 Sep 2017

ENHACEMENT TO BULK DOWNLOAD AS PDF OPTION

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

AUG

2017
06 Aug 2017

EDIT SALES PERSON WHILE CREATING TRANSACTIONS

You have the option to edit the Salesperson right at the time of creating transactions.

JUlY

2017
25 July 2017

INTRODUCING SPREADSHEET TEMPLATE

Give your invoices a more compact look with Spreadsheet template.

19 July 2017

CUSTOMISATION MADE SIMPLER

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

JUNE

2017
20 June 2017

ADD MORE INFORMATION TO YOUR CONTACTS

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 BULK

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 MODULE

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

MAY

2017
29 May 2017

EMAIL ADDRESS FIELD FOR SALES PERSON

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 CLIENT PORTAL

Customers will now be able to Pay for the invoice/retainer invoice from the Secure Payment page, without having to log into the Client Portal.

16 May 2017

CLONE OPTION AT LINE ITEM LEVEL

The option to clone the line item at the time of invoice creation has been added.

APR

2017
26 Apr 2017

PROJECT NAME FOR RETAINER INVOICES

The new update lets you add project name for Retainer Invoices.

25 Apr 2017

BULK DOWNLOAD AS PDF OPTION

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

07 Apr 2017

ZOHO INVOICE-ZOHO ANALYTICS INTEGRATION

Zoho Invoice has integrated with Zoho Analytics to help you further customize your reports.
Learn more...

06 Apr 2017

NEW FILTER FOR RECURRING INVOICES

You can now filter the recurring invoices for which Auto bill feature has been enabled.

MAR

2017
24 Mar 2017

OPTION TO ADD FAVICON

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

23 Mar 2017

API USAGE REPORT

Option to show API usage of an organisation for a day.

23 Mar 2017

SHOW TOTAL AMOUNT IN WORDS IN TEMPLATES

You can now show total amount in words for Invoices, Estimates, Retainer Invoices and Payment Receipt templates. 

10 Mar 2017

THE CUSTOM BUTTON OPTION

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

FEB

2017
09 Feb 2017

EMAIL TEMPLATE UPDATE

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

01 Feb 2017

CUSTOMIZE CUSTOMER STATEMENT

You can now customize customer statement by changing the title, applying colors, setting header and footer 

01 Feb 2017

CHANGES IN TEMPLATE CUSTOMISATION SCREEN FORMAT

Option to change the organization and customer address format from template edit screen.

JAN

2017
25 Jan 2017

ENHANCEMENT:ZOHO CRM INTEGRATION

New enhancements made under Estimates and Invoice module inside Zoho CRM.

25 Jan 2017

MORE ON PROJECTS

New additions to the features list under Projects. 
Learn more...

25 Jan 2017

MORE ON ESTIMATES

Further options added to the Estimates module.
Learn more...

10 Jan 2017

ALLOW CUSTOMERS TO PAY THROUGH BANK ACCOUNT IN CLIENT PORTAL

Allow your customers to pay via their bank account in client portal by enabling the option in the contact edit page.

10 Jan 2017

ON CARD VERIFICATION SETTINGS

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 PROJECTS

Create recurring invoices from projects and associate active projects to line items.
Learn more...

10 Jan 2017

SHARE INVOICE LINK FOR SENT INVOICES

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 LOGO

Update your Organization address and logo from the template view.

05 Jan 2017

CREATE PROJECTS WITH SAME NAME FOR DIFFERENT CUSTOMERS

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

DEC

2016
16 Dec 2016

EXPRESS CHECKOUT OPTION IN PAYFLOW PRO

Let your customers choose to pay via Credit card or Express Checkout.

09 Dec 2016

CARD VIEW IN PROJECTS

Add more appeal to your project list with Card view. 

09 Dec 2016

PERMISSION FOR TIMESHEET STAFF TO RECORD EXPENSES FOR PROJECTS

Create new role and let your timesheet staff record expenses for the project.

01 Dec 2016

CLASSIFY YOUR DATA WITH EASE

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

NOV

2016
25 Nov 2016

RECURRING INVOICE DETAILS REPORT

Create and run reports on recurring invoices.

22 Nov 2016

NEW PAYMENT TERMS IN ZOHO INVOICE

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

21 Nov 2016

INTEGRATION BETWEEN OFFICE 365 AND ZOHO FINANCE PRODUCTS

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

14 Nov 2016

CONVERT INVOICES TO RECURRING INVOICE

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

11 Nov 2016

SEND UNPAID INVOICES LIST TO CUSTOMERS

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

Easily keep track of your recurring invoices with order number.

11 Nov 2016

INTRODUCING ANDROID APP VERSION 5.9.4

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

11 Nov 2016

IMPORT AND EXPORT RETAINER INVOICES

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

04 Nov 2016

CUSTOMIZE ESTIMATE DETAIL REPORT WITH CUSTOM FIELDS

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 INTEGRATION

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

OCT

2016
20 Oct 2016

CUSTOMISE REPORTS WITH CUSTOM FIELDS

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

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

06 Oct 2016

ZAPIER-CHROME EXTENSION

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

04 Oct 2016

MORE ON CUSTOM FIELDS

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

SEP

2016
30 Sep 2016

SHIP AND BILL ITEMS TO MULTIPLE ADDRESSES

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

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

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

22 Sep 2016

INTRODUCING BASIC TEMPLATE

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

16 Sep 2016

CLONE YOUR TEMPLATES

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 DESIGNATION

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

AUG

2016
23 Aug 2016

BETTER TIMEKEEPING WITH CLONE TIME ENTRY

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

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

19 Aug 2016

VIEW YOUR TAX SUMMARY IN INVOICE PDF

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

12 Aug 2016

NEW EXPENSES BY PROJECTS REPORT

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

12 Aug 2016

TRACK LOGGED HOURS FOR A PROJECT

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

09 Aug 2016

SCHEDULE YOUR INVOICES

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

05 Aug 2016

AVOID DUPLICATION WHILE IMPORTING

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

JULY

2016
12 July 2016

CUSTOM FIELDS IN CLIENT PORTAL

You can choose to display the custom fields that capture additional contact information through the Client Portal. Your customers can also edit their information displayed in the custom fields.

12 July 2016

ALLOW CUSTOMERS TO SHOW CREDIT CARD INFORMATION

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

01 July 2016

RE-ORDER TAXES BASED ON YOUR PREFERENCES

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

JUNE

2016
30 June 2016

TRACK PAST TRANSACTIONS AND EMAIL CONVERSATIONS EASILY

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

25 June 2016

ADD CUSTOM FIELDS TO SHIPPING ADDRESS

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 ESTIMATES

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

20 June 2016

RECEIVE PAYMENTS ONLINE THROUGH WEPAY

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 TEMPLATES

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

10 June 2016

CREATE CREDIT NOTES WITH ALL THE DETAILS OF AN INVOICE

Include discounts, shipping charges and adjustments in credit notes.

03 June 2016

CAPTURE YOUR CUSTOMER'S SOCIAL MEDIA INFORMATION

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

01 June 2016

INCLUDE ADDITIONAL INFORMATION ABOUT YOUR ITEMS

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 RECEIPTS

Personalize your credit notes and payment receipts with custom templates.

MAY

2016
27 May 2016

PROVIDE A REASON WHEN YOU WRITE OFF AN INVOICE

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

13 May 2016

SELECT YOUR FAVORITE THEME FOR ZOHO INVOICE

Choose a theme from the Branding section under Preference. 

11 May 2016

SHARE FILES WITH YOUR CUSTOMERS THROUGH THE CLIENT PORTAL

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

APR

2016
21 Apr 2016

PERSONALIZE YOUR ZOHO INVOICE SUBDOMAIN

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

MAR

2016
16 Mar 2016

ZOHO INVOICE IS NOW INTEGRATED WITH SLACK

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

FEB

2016
19 Feb 2016

SEND INVOICES IN GEORGIAN AND ARMENIAN LANGUAGES.

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.

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

JAN

2016
13 Jan 2016

RECEIVE FEEDBACK FROM YOUR CUSTOMERS EASILY

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

13 Jan 2016

LOCATE ITEMS ACCURATELY BY ADDING IMAGES AND SKU

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

06 Jan 2016

SEND INVOICES FOR MULTIPLE PROJECTS CREATED IN ZOHO PROJECTS

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

DEC

2015
31 Dec 2015

ATTACH MORE FILES TO AN INVOICE

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

NOV

2015
26 Nov 2015

SPEAK YOUR CUSTOMER'S LANGUAGE

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

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 CLICKS

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

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

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

OCT

2015
07 Oct 2015

ADD ALL YOUR EXPENSES AT ONE GO

Expenses can be added in bulk.

SEP

2015
16 Sep 2015

SWITCH FROM ZOHO INVOICE TO ZOHO BOOKS EASILY

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

16 Sep 2015

KEEP YOURSELF UP TO DATE WITH NOTIFICATIONS

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

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

08 Sep 2015

CUSTOM FIELDS FOR EXPENSESE

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

AUG

2015
20 Aug 2015

ENHANCEMENTS IN ZOHO PROJECTS INTEGRATION

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

Option to print payment stub in a separate page

JULY

2015
17 July 2015

REVAMP OF TIMESHEET MODULE IN ZOHO INVOICE

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

14 July 2015

MULTIPLE EMAIL ADDRESSES FOR AN ORGANIZATION

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

10 July 2015

WORKFLOW AUTOMATION FOR CREDIT NOTES

Users can now enable workflows for credit notes.

03 July 2015

WORKFLOW AUTOMATION FOR INVOICES

Users can now enable workflows for invoices.

02 July 2015

REPORTS FOR 'TIMESHEET DETAILS' ADDED

Timesheet staff can now view their reports.

02 July 2015

REPORTS FOR 'PURCHASES BY ITEMS' ADDED

Users can now generate reports based on purchases by items.

02 July 2015

TAX EXCLUSIVE / TAX INCLUSIVE RATES

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

JUNE

2015
29 June 2015

ATTACHMENT IN CUSTOMER & RETAINER PAYMENTS

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

29 June 2015

OPTION TO IMPORT TASKS FROM EXISTING PROJECTS

Users can now import tasks from existing projects in Timesheets.

24 June 2015

ENHANCEMENT IN RECEIVABLES CUSTOMER BALANCES REPORT

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

11 June 2015

GOOGLE CHROME EXTENSION FOR TIME

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 CLIENT PORTAL

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

03 June 2015

PAYMENT RECEIPT TEMPLATES

Payment receipts can now be customised with templates.

03 June 2015

ZOHO INVOICE REFERRAL PROGRAM

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

MAY

2015
19 May 2015

CLIENT PORTAL: PAY OFF MULTIPLE INVOICES IN ONE PAYMENT

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

15 May 2015

NEW FEATURE: WORLFLOW AUTOMATION

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

APR

2015
30 Apr 2015

ENHANCEMENT IN RECEIVABLES AGING DETAILS REPORT

Customization options added to Receivables - Aging Details report.

02 Apr 2015

ATTACH EXPENSE RECEIPTS FROM CLOUD STORAGE SERVICE

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

MAR

2015
27 Mar 2015

ENHANCEMENT IN RECEIVABLES AGING SUMMARY REPORT

Customization options added to Receivables - Aging Details report.

19 Mar 2015

USER INVITATION EMAIL TEMPLATE CUSTOMIZATION

Template customization option has been provided for user invitation emails

17 Mar 2015

ENHANCEMENT: REPORT FOR PORTAL ACTIVITIES

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

10 Mar 2015

ENHANCEMENT: REPORT FOR ESTIMATE

Reports for Estimate Details has been added

FEB

2015
06 Feb 2015

BCC SUPPORT IN EMAILS

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

04 Feb 2015

ENHANCEMENT: ZOHO PROJECTS INTEGRATION

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

JAN

2015
21 Jan 2015

New Feature: Keyboard Shortcuts

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

DEC

2014
31 Dec 2014

WORLDPAY PAYMENT GATEWAY INTEGRATION

Now start accepting payments from customers via Worldpay.

13 Dec 2014

FORTE PAYMENT GATEWAY INTEGRATION

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

OCT

2014
28 Oct 2014

EDIT ORGANIZATION TIME ZONE

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

22 Oct 2014

AUTO CHARGE SUPPORTS NEW PAYMENT GATEWAYS

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

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

16 Oct 2014

CUSTOMIZE USER ROLES

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

AUG

2014
19 Aug 2014

NEW FEATURE- AUTOCHARGE FOR RECURRING INVOICES

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

08 Aug 2014

NEW FEATURE- WINDOWS APP RELEASED

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

JUNE

2014
10 June 2014

ENHANCEMENT : RECORD EXPENSES OFFLINE

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

MAY

2014
07 May 2014

ENHANCEMENT : ZOHO CRM INTEGRATION- SEARCH

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

APR

2014
21 Apr 2014

NEW FEATURE : ESTIMATES VIEWED STATUS

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

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

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

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

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

MAR

2014
26 Mar 2014

NEW FEATURE : PRICE LIST

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 SEARCH

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

FEB

2014
26 Feb 2014

NEW FEATURE: INVOICE VIEWED STATUS

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

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

JAN

2014
26 Feb 2014

NEW ZOHO INVOICE RE-LAUNCHED

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

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