What's New

 

• 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 REPORTS INTEGRATION

  Zoho Invoice has integrated with Zoho Reports 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...