29 May, 2017
- Email address field has been introduced for salesperson which will be available while adding a new Salesperson.
24 May, 2017
- 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 had been introduced at line item level.
26 Apr, 2017
- The new update lets customers add project name for retainer invoices.
25 Apr, 2017
- Customers now have the option to bulk download Invoices, Estimates, Retainer Invoices and Credit Notes as PDF.
07 Apr, 2017
- Zoho Invoice has integrated with Zoho Reports to help you further customize your reports.
06 Apr, 2017
- You now have the option to filter down your recurring invoices further based on auto bill.
04 Apr, 2017
- Zoho Invoice is integrated with Fundbox to help you get advance on your outstanding invoices and run your business without any hitches.
24 Mar, 2017
- Users with custom domain can now upload favicon to make your brand more prominent.
23 Mar, 2017
- You can now show total amount in words for Invoices, Estimates, Retainer Invoices and Payment Receipt templates.
- Option to show API usage of an organisation for a day.
10 Mar, 2017
- Option to perform an action while viewing an invoice by creating a custom button for the action.
14 Feb, 2017
- Zoho Invoice integrated with GoCardless to make accepting Direct Debit payments easier for Customers.
09 Feb, 2017
- New design and layout for Invoice, Estimate and Payment Thank you notification.
1 Feb, 2017
- Option to change the organization and customer address format from template edit screen.
- You can now customize customer statement by changing the title, applying colors, setting header and footer
25 Jan, 2017
- Further options added to the Estimates module.
- New additions to the features list under Projects.
- New enhancements made under Estimates and Invoice module inside Zoho CRM.
10 Jan, 2017
- Update your Organization address and logo from the template view.
- Share invoice link for sent invoices with your customers, at the time of invoice creation or from the invoice details page.
- Create recurring invoices from projects and associate active projects to line items.
- Enable specific card address fields that should be mandatory while accepting card information. You can also choose to show or hide these fields.
- Allow your customers to pay via their bank account in client portal by enabling the option in the contact edit page.
05 Jan, 2017
- Option to create and use the same Project name for different customers has been added.
16 Dec, 2016
- Let your customers choose to pay via Credit card or Express Checkout in Payflow Pro.
9 Dec, 2016
- Create new role and let your timesheet staff record expenses for the project.
- Add more appeal to your project list with Card view.
1 Dec, 2016
- Enjoy the liberty of choosing, the view of your invoice list with the custom view feature.
25 Nov, 2016
- Create and run reports on recurring invoices.
22 Nov, 2016
- Send automated reminders based on time elapsed since end of month.
21 Nov, 2016
- Import contacts and invite users from your Office 365 account to Zoho Invoice.
14 Nov, 2016
- Choose to mark your invoices as recurring invoices, while at the time of their creation.
11 Nov, 2016
- With Zoho Invoice, save time working with Retainer Invoices by easily importing and exporting them.
- Zoho Invoice Android app version 5.9.4 rolled out with more features and enhancements.
- Easily keep track of your recurring invoices with order number.
- Choose to attach the list of unpaid invoices while sending a Statement to your customers.
4 Nov, 2016
- Make use of custom fields in the Estimate module to run a more in-depth Estimate Details Report.
1 Nov, 2016
- Link potentials in Zoho CRM to multiple invoices and estimates.
20 Oct, 2016
- 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
- You can choose to update your organization's address in all your past transactions or future transactions.
6 Oct, 2016
- Create new invoices with just a click of the button, with Zapier's new Chrome extension.
4 Oct, 2016
- Mark Custom Fields as active, inactive or mandatory, and also choose to display them in your PDF.
30 Sep, 2016
- With Zoho Invoice, you can add multiple addresses to your contacts, to deliver goods at multiple locations.
23 Sep, 2016
- Instantly sync data between Zoho Invoice and Zoho CRM and add more hours to your day.
22 Sep, 2016
- We have added a new template 'Basic' to our template gallery which is specially designed for freelancers.
- Charge your customer with their associated card or with another valid card using Retainer Invoices.
16 Sep, 2016
- No more wasting time re-creating the changes made. Simply use the clone option to replicate one entity template to another entity and record the changes made.
1 Sep, 2016
- Route your invoices and bills to the proper department and map the same to reflect in your CRM.
23 Aug, 2016
- Make remarks, add multiple notes, and view them under Contacts Overview.
- Save the trouble of manually listing time entry each time with the Clone option under Timesheet.
19 Aug, 2016
- Display the tax summary in your base currency for transactions recorded in other currencies. (Global Edition)
12 Aug, 2016
- Track logged hours for your projects with the start and end time in the Timesheet 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.
9 Aug, 2016
- You can set your invoices to be automatically sent to your customers at a future date.
5 Aug, 2016
- Skip or overwrite duplicate contacts, while importing contacts from CSV or TSV file into Zoho Invoice.
12 Jul, 2016
- Your customer can now make payments through stored cards from the 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.
1 Jul, 2016
- Customers can now get a drill down report on Non-Taxable Sales Transactions.(U.S. Edition)
- Sort your taxes the way you want them to appear in your Invoice.
30 Jun, 2016
- You can track all your past transactions and mail history within the Contacts module.
25 Jun, 2016
- Associate more details to your shipping address through Custom Fields under your Contacts Preferences.
24 Jun, 2016
- Create custom functions with Deluge script and automatically update invoices and estimates.
20 Jun, 2016
- 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.
17 Jun, 2016
- You can now add any custom field placeholders to your email templates.
10 Jun, 2016
- Include discounts, shipping charges and adjustments in credit notes.
3 Jun, 2016
- Record your customer’s Facebook, Twitter and Skype IDs in the contacts section.
1 Jun, 2016
- Capture any additional information related to the products you sell. You can choose to display them on your invoices.
1 Jun, 2016
- Personalize your credit notes and payment receipts with custom templates.
27 May, 2016
- Include a reason for writing off an invoice.
13 May, 2016
- Choose a color theme for your Zoho Invoice account from the Branding section under Preferences.
11 May, 2016
- Attach files in the Contacts section and it will be displayed in the Client Portal.
21 Apr, 2016
- Create your own subdomain for your account in Zoho Invoice.
16 Mar, 2016
- Connect Zoho Invoice to Slack, an online messaging app and keep track of your customer's client portal activities.
02 Mar, 2016
- You can now record the vehicle type, mileage rate, and the total mileage expense in Zoho Invoice.
19 Feb, 2016
- Select the 'Dejavu Sans' font in the templates section, and create invoices in Georgian and Armenian languages.
01 Feb, 2016
- Log time or start the timer with the Zoho Invoice Mac app, and view time entries made for each project.
13 Jan, 2016
- Request reviews and ratings for your service through the Client Portal.
06 Jan, 2016
- With the Zoho Projects integration, you can now create and send invoices for multiple projects from Zoho Invoice.
31 Dec, 2015
- You can now attach multiple files to an invoice and also choose to display them in the Client Portal.
26 Nov, 2015
- 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.
23 Nov, 2015
- 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.
19 Nov, 2015
- The quick create icon present on top bar allows the user to create transactions irrespective of the page you're in.
19 Nov, 2015
- The history icon on the top bar gives you a glimpse of all recent activities in your account.
04 Nov, 2015
- Schedule reports on a weekly, monthly, quarterly and annual basis, and have them emailed to you.
07 Oct, 2015
- Expenses can be added in bulk.
16 Sep, 2015
- Receive instant notification on Client Portal activities and any new feature added to Zoho Invoices, through the Notifications section.
- Seamless data transfer from Zoho Invoice to Zoho Books is available.
11 Sep, 2015
- Users can now have multiple email addresses in CC while sending emails.
- Create and fill custom fields of specific data types while recording expenses.
20 Aug, 2015
- You can now integrate Zoho Invoice with Zoho Projects to generate invoices and record expenses for the projects
20 Aug, 2015
- Users can now export data(Invoices,Items,Contacts etc.) within a specific date range
19 Aug, 2015
- Users can now clone a contact
10 Aug, 2015
- Option to print payment stub in a separate page
- option to manually mark time entries as invoiced
17 July, 2015
- Project Details page gets a fresh look
- Option to mark a task as Billable or Non-Billable
- Option to mark a task as Active or Inactive
- Customize invoice templates with Project Name
14 July, 2015
- Users can add multiple email IDs for an organization and associate them with transactions.
10 July, 2015
- Users can now enable workflows for credit notes.
03 July, 2015
- Users can now enable workflows for invoices.
02 July, 2015
- Mark your line item rates as either Tax Inclusive / Tax Exclusive while you create invoices.
- Users can now generate reports based on purchases by items.
- Timesheet staff can now view their reports.
29 Jun, 2015
- You can import tasks from other projects to new projects.
- New template type "Retail" has been added to the Payment Receipts template gallery.
24 Jun, 2015
- Customization options added to Receivables Customer Balances Summary and Details report.
04 Jun, 2015
- Instantly search through all reports with the new search bar!
19 May, 2015
- Your customers can now pay off multiple invoices in a single transaction via the client portal.
15 May, 2015
- Now automate repetitive accounting tasks and save time.
14 May, 2015
- Option to add hyperink in template's header, footer.
30 Apr, 2015
- Customization options added to Receivables Aging Details Report.
08 Apr, 2015
- Search invoices by project name
03 Apr, 2015
- Now set a default payment mode and payment terms for your customers.
02 Apr, 2015
- Now attach expense receipts from these cloud storage services: Zoho Docs, Google Drive, Dropbox, Microsoft Skydrive, Box and Evernote.
- Attach expense receipts uploaded in Zoho Projects.
27 Mar, 2015
- Customization options added to Receivables Aging Summary report.
17 Mar, 2015
- The new portal activities report allows you to view customer's activities on their client portal.
- Updated invoice template customization options.
13 Mar, 2015
- Excess payments or advance payments made by the customer can now be refunded.
10 Mar, 2015
- View reports for estimates under Receivables --> Estimate Details in the Reports section.
- Filter transactions by date in the client portal.
- Customize invoice templates with Ubuntu font.
- Customize invoice templates with a signature image.
- Continental invoice template added.
26 Feb, 2015
- Zoho People integrated into Zoho Invoice - create invoices for the time logged by the employees there and push it to Zoho Invoice.
24 Feb, 2015
- Invoice headers in invoice templates can now be customized with greater flexibility.
17 Feb, 2015
- Now Customize invoice templates with tax information (tax amount and tax percentage).
11 Feb, 2015
- Bcc field is now supported in all emails (except for Payment Reminder, Thank You and Invitation emails).
- Bcc field is now configurable in email templates.
10 Feb, 2015
- Customize invoice templates with the name of the sales-person.
- Filters added on the Payments Received list.
04 Feb, 2015
- Zoho Invoice now integrated with Zoho Projects - create an invoice for hours logged for your projects in Zoho Projects.
03 Feb, 2015
- Page Tips added - access tips for using each page using this menu on the right.
30 Jan, 2015
- Edit items during import in the Items menu.
- Export/Import items as CSV.
23 Jan, 2015
- Keyboard shortcuts added.
22 Jan, 2015
- Currently running active timer is now accessible from the menu bar on the left.
19 Jan, 2015
- Separate permissions added for viewing customers and vendors.
- New permissions added to view other user's timesheet and projects.
13 Jan, 2015
- Now round down logged time for projects.
- Set a time limit (max hours/day) for each project.
- Copy over address from estimate to invoice after conversion.
- Payments action history can now be viewed in the payment details page.
08 Jan, 2015
- Credit Notes can now be created for closed invoices.
02 Jan, 2015
- The Worldpay Payment Gateway is now integrated with Zoho Invoice.
15 Dec, 2014
- The Forte Payment Gateway is now integrated with Zoho Invoice.
12 Dec, 2014
- Expense receipts (images and PDFs) can now be viewed right in the Zoho Invoice interface.
20 Nov, 2014
- Files can be attached to estimates and invoices.
18 Nov, 2014
- Create mileage expenses (based on miles and mileage) for travel expenses incurred.
28 Oct, 2014
- Change the time zone for an organization in the organization settings.
22 Oct, 2014
- Expense receipts can be downloaded as PDF.
18 Oct, 2014
- The following payment gateways have been integrated for Auto-Charge: Stripe, Authorize.Net, PayPal Payflow Pro and PayPal Payments Pro.
29 Sep, 2014
- Customized content can to added to your template header and footer.
24 Sep, 2014
- Import/export options removed from Settings. Modules can be imported and exported from their respective sections.
09 Sep, 2014
- Secondary click enabled under list view.
28 Aug, 2014
- New compact template added to template gallery.
11 Aug, 2014
- Automatic reminders based on invoice payment date.
08 Aug, 2014
- Product sync between Invoice & CRM.
- Customize font family & color of email templates.
- Advanced search inside projects & timesheets.
25 July, 2014
- Expanded list view of each section.
- 'Preferences' settings regrouped.
- Edit clients' card details from client portal.
22 July, 2014
- Templates regrouped for easy view & selection.
- Inventory management is now available.
17 June, 2014
- Transactions grouped as 'Sales' or 'Purchases' on the home panel.
- Select templates whilst creating/editing a transaction.
03 June, 2014
- View CRM info of a contact while creating an invoice.
08 May, 2014
- Customize font size and color of item description in templates.
- Edit HTML content of email templates and reminders under 'Settings'.
- Search for any CRM contact while creating a new transaction.
23 April, 2014
- Know when your clients view their estimates and invoices.
02 April, 2014
- Price lists available and can be customized for each customer.
14 Feb, 2014
- Raise invoices for projects from Zoho Projects.