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.
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...
