A Rundown of

Pre-fill budgets

Pre-fill a budget by importing the data as a file in XLS or XLSX formats.

Apply discounts inclusive of tax - India edition

In discount preferences, we added the option to apply a discount inclusive of tax to line items. Once you set your organization's discount preference as tax inclusive, while creating a transaction, the discount shown for each line item will be tax inclusive.

Dissociate a payment and convert it to an advance payment

While deleting a payment you’ve received for an invoice, you have the option to dissociate the payment and add it as an advance payment.

Auto-populate taxes for contacts and items while creating transactions - Global edition

Create tax rules to automate taxes. You can create tax rules for a specific contact or an item or create default tax rules. The tax you configured will be applied automatically to transactions you create for those contacts or using those items.

Fetch data from third-party services

Configure incoming webhooks to fetch information from a third-party service or an API request to Zoho Books when an event occurs in the third-party application. Learn More

Set default tax for your organization - Global edition

Mark a tax as the default tax for your organization. This tax will be auto-populated in transactions if you have not associated any tax to your contacts or items.

Encrypt health information stored in Zoho Books

Store health information in Zoho Books using custom fields. You can encrypt the data stored in the custom field using the ePHI (Electronic Protected Health Information) option.

Scan barcodes from UPC, EAN, and ISBC

In addition to SKU, organizations with the Zoho Inventory add-on can scan barcodes from UPC, EAN, and ISBC.

Generate QR codes for credit notes

Display a QR code in a credit note's PDF to include custom information that your customers might want to know. Your customers can scan the QR code to access the information whenever they need.

Apply TDS on invoices, bills of supply, or debit notes - India edition

Apply TDS on an invoice, a bill of supply, or a debit note. If you can't find the TDS you are looking for, you can create a new one or edit an existing TDS. Learn More

Hide tax details in the invoice template

By default, tax details will be included in the invoice. If you want to hide the tax details in the invoice, you can deselect the Show Tax Details check box on the invoice template.

Your customers can pay for multiple invoices at a time

Your customers can bulk-select multiple invoices and make a single payment for them from the Customer Portal. Also, they can bulk-select and download multiple invoices as a single PDF.

Display additional information to your customers in the Customer Portal

Create custom tabs to display additional information, like your product catalog from your website, or communicate special offers and announcements to your customers through the Customer Portal.

Edit transactions pushed to the GSTN portal - India edition

Edit the transactions included in GSTR-1 which you've pushed to the GSTN portal using Reset Push. Once done, all the transactions in GSTR-1 that you've pushed during that filing period will be deleted in the GSTN portal.

Separate portal for your vendors

We introduced a dedicated portal for vendors. Using the Vendor Portal, your vendors can accept or reject your purchase orders, upload documents such as the invoices of your purchases, and much more. Learn More

Pay your bills using cheques - India edition

Pay your bills by printing cheques. You can pay for a single bill from the bill's details page or for multiple bills from the vendor's details page. Also, you can customise and make the cheque tamper-proof. Learn More

Add a discount to each item in a price list

You now have the option to add discounts to individual items in a price list. The discount will be applied to items if you have enabled the line item level discount preference for your organization

Out of scope and non-GST supply tax preference for items - India edition

We added out of scope and non-GST supply tax preferences for items. If these tax preferences are applied to items, it will auto-populate when creating transactions using these items.

Perform branch-wise comparisons in reports

If your organization has multiple branches, you can now customize the Profit and Loss, Balance Sheet, and Movement of Equity reports to compare the numbers branch wise.

Claim VAT while writing off an invoice - UK edition

If a customer does not pay for the goods or services they purchased from you, you can write off their invoice as bad debt and claim the VAT you paid for this invoice from HMRC six months after the invoice's due date. Learn More

Filter outstanding statements in the Customer Portal

Your customers can filter and view, print, or download the statement containing their outstanding transactions from their Customer Portal.

Apply reverse charge to transactions - Global edition

If the items in a transaction are applicable for reverse charge based on your government's regulations, you can apply reverse charge for them. Your customers are liable to pay tax for such transactions. Learn More

Group reports based on fields of your choice

Group and categorize Receivable Summary, Receivable Details, Payable Summary, and Payable Details reports. You can choose up to three fields to group your report.

Edit e-invoices that are pushed to IRP - India edition

Some optional fields in an e-invoice can be edited even after it has been pushed to the IRP.