Release Notes

07 April, 2021

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• Provided the option to record payment while creating a new invoice, if you've already received payment from the customer for that invoice.
• Introduced Retail-Premium template for Estimates, Invoices, and Credit Notes.

30 March, 2021

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• Allowed credit notes to be created without mentioning the corresponding invoice number (India edition).

27 March, 2021

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• Provided the option to choose whether a 4-digit or 6-digit HSN Code or SAC is to be mandated while creating transactions (India edition).

25 March, 2021

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• Extended the option to carry out Advanced Search based on the tax applied to transactions.

23 March, 2021

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• Supported PAN related placeholders to be displayed in customer's shipping and billing address formats (India edition).

18 March, 2021

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• Apply Domestic Reverse Charge on transactions (UK edition).

02 March, 2021

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• Supported Construction Industry Scheme (CIS) for transactions (UK edition).

26 February, 2021

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• Provided the option to set discount percentages for items in a price list.
• Added the option to configure a default customer type.

23 February, 2021

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• Introduced the API usage dashboard to help you keep track of all API calls made.

15 February, 2021

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• Provided the option to compare the data of the Sales by Sales Person report side-by-side with a previous year or period.

11 February, 2021

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• Added a new report under taxes: the Invoice Furnishing Facility (IFF) report (India edition).

10 February, 2021

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• Provided the option to deregister your organization from VAT (UAE edition).

03 February, 2021

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• Displayed the Advanced Analytics tab within the Reports module for organizations integrated with Zoho Analytics.

11 January, 2021

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• Supported the option to create and manage multiple branches from one Zoho Invoice organization (GCC and Global editions).

31 December, 2020

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• Changed the VAT treatment options to comply with the post-Brexit changes (UK edition).

22 December, 2020

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• Added an email template named Customer Portal Link which will be used to send an email with a link to the customer portal to customers who have already accepted the portal invitation.

11 December, 2020

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• Added the Billable Expense Details report.
• Provided the option to set a percentage by which expense amounts should be marked up while invoicing customers.

04 December, 2020

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• Provided the option to create a custom view with the criteria as the applied tax rate.

03 December, 2020

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• Added the option to hide zero-value line items (including taxes if any) in an invoice's PDF and the Customer Portal.

02 December, 2020

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• Provided the option to download all the receipts of multiple expenses in bulk with a single click.

30 November, 2020

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• Introduced the Zoho SalesIQ integration, which lets you provide live chat support to your customers who use the Customer Portal.

27 November, 2020

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• Introduced QR Code in invoices to let customers make online payments or display custom messages.

26 November, 2020

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• Added the option to view the recent transactions for a line item when creating a new transaction.

20 November, 2020

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• Increased the maximum number of items that can be bulk-added to a transaction to 200.

11 November, 2020

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• Added the option to levy tax on shipping charges (India and Australia editions).

06 November, 2020

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• Introduced the option to add temporary notes to each report.

02 November, 2020

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• Provided the option to configure role-based permissions for each report.

28 October, 2020

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• Provided the option to search for invoices by the tax applied on them, using the Advanced Search option.

01 October, 2020

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• Supported e-Invoicing in Zoho Invoice. Connect with the IRP and generate unique IRNs for your invoices, credit notes, and debit notes (India edition).
• Added the option to enter the Source of Supply in expenses and recurring expenses (India edition).

15 September, 2020

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• Supported the GBP currency to be displayed in the 'Total amount in words' in templates.

14 September, 2020

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• Provided the option to upload import files from cloud storage services like Zoho WorkDrive, Google Drive, Dropbox, and OneDrive.

10 September, 2020

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• Increased the number of custom fields that can be created per module to 103 for the Professional plan of Zoho Invoice.

07 September, 2020

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• Provided the option to customize the address format for each template.

03 September, 2020

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• Added a tiny dashboard in the Invoices module to view a summary of receivables.

01 September, 2020

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• Provided the option to sign and accept estimates using their public link.

27 August, 2020

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• Provided the option to choose discount preference at the line item level for organizations integrated with Avalara (US and Canada editions).

24 August, 2020

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• Introduced the option to apply a customer's unused credits to their recurring invoices automatically.

14 August, 2020

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• Provided the option to select a custom start date for the fiscal year (UK edition).
• Supported the EUR currency to be displayed in the 'Total amount in words' in templates.

30 July, 2020

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• Allowed 30 options to be selected as values for the multi-select custom field.

29 July, 2020

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• Supported the branch address to be displayed on custom templates (India edition).

22 July, 2020

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• Provided the option to mark GST settings as active or inactive (India edition).

14 July, 2020

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• Added branch details in the Zoho Analytics integration to create reports (India edition).

06 July, 2020

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• Retained the customizations for Payments Received reports.

03 July, 2020

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• Introduced the Payment Links module to generate a link, share it with customers, and accept online payments instantly.

02 July, 2020

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• Added the PayTabs integration (Global edition).
• Redesigned the payment page for the customer portal.

30 June, 2020

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• Introduced an update tool to help you stay compliant with the increased VAT rate (SA edition).

29 June, 2020

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• Added an option to request your customers to update their GST information (India edition).

26 June, 2020

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• Provided the option to customize the header and footer of a report when exporting it as an XLS or XLSX.

09 June, 2020

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• Change your invoice preferences in a sidebar right from the invoice details page.

04 June, 2020

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• Enabled Custom Views and Column Customization for Delivery Challans (India edition).

29 May, 2020

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• Supported the multi-select and multi-line custom fields in workflows, field updates and field validations.

28 May, 2020

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• Added the option to compare data of reports side-by-side for custom date ranges.
• Provided the option to customize the SMS Notifications report based on the notification type and customer name.

27 May, 2020

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• Provided the option to restrict access to custom fields based on a user's role.

22 May, 2020

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• Introduced the Receivable Summary and Receivable Details reports.

20 May, 2020

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• Supported the option to enable or disable the promotional banner for Zoho Invoice.

18 May, 2020

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• Provided the option to print multiple invoices (Global edition). The font size of the copy label can also be changed.

13 May, 2020

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• Supported the option to group records by the date, customer name, payment type, or currency in the Payments Received report.

08 May, 2020

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• Introduced Volume Pricing to set price breaks for items depending on the quantity sold.
• Introduced the Refer and Earn option.

05 May, 2020

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• Extended custom buttons and custom links to recurring invoices, recurring expenses, and payments received.
• Provided the option to send an SMS reminder for outstanding customer balance.
• Supported additional arguments ( data type: String and Timestamp) for custom buttons.

29 April, 2020

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• Manage multiple branches and associate a GSTIN for each of them (Indian edition).

27 April, 2020 

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• Supported three new languages: Bahasa Indonesia, Thai, and Vietnamese.

23 April, 2020

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• Introduced the option to set a revenue budget for projects.

20 April, 2020

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• Redesigned the dashboard of the customer portal.
• Provided the option to search for credit notes and retainer invoices by their associated Project Name, using the Advanced Search.

14 April, 2020

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• Added a sidebar to view the selected item's previous transactions contextually, while creating a new transaction.
• Allowed users to skip digital signature for sending estimates and invoices.

08 April, 2020

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• Added the Project Revenue Summary report.

01 April, 2020

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• Provided the option to compare the data of Sales by Item report side-by-side with its previous year or period.

30 March, 2020 

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• Added the Customer Balance Summary report (Indian edition).

25 March, 2020 

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• Introduced Mercado Pago integration for users in the Latin America region to collect payments securely (Global edition).

24 March, 2020 

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• The EC Sales List and VAT Moss reports are now available for Zoho Invoice users in any plan (UK edition).
• Provided the option to bulk add projects to line items when editing an invoice.
• Added the option to show/hide columns in the Sales by Sales Person report.

20 March, 2020 

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• Allowed items to be created with the same item name, provided that they're associated with unique SKUs.

17 March, 2020 

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• Provided the option to compare the data of Sales by Customer report side-by-side with its previous year or period.
• Added the option to levy tax on shipping charges (Global and UK edition).

12 March, 2020 

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• Redesigned the invoice details page to provide you with a better user experience.

06 March, 2020 

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• Introduced the Total Taxable Amount option in the predefined templates of estimates.

03 March, 2020 

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• Provided the option to customize the layout of your report's PDF for printing and exporting.

27 February, 2020  

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• Added the Attachment data type in custom fields.

18 February, 2020  

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• Provided the option to add multiple GSTINs for customers (Indian edition).
• Introduced the Scheduled Reports page to view all scheduled reports and make changes to them easily.

17 February, 2020  

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• Included the option to show/hide columns in the Time to Get Paid report, and also group the records by Currency or Owner Name.

06 February, 2020  

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• Moved the Online Payments section outside of Integrations, and can now be found under the Settings.

28 January, 2020  

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• Added a filter to view all the written off invoices.
• Added a subject field to invoices and credit notes.

22 January, 2020  

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• Revamped the manage organizations page.

21 January, 2020  

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• Introduced related lists to fetch and view data from within the app or other third-party services.
• Provided the option to bulk associate a contact person to draft transactions of that customer.

08 January, 2020  

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• Provided the option to view all the price lists associated with an item, in the item's overview page. 

27 December, 2019  

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• Extended validation rules for invoices too.

23 December, 2019  

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• You can now export the complete Invoice Details report.

20 December, 2019  

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• Provided the option to include the address fields in the reports of invoices, credit notes, retainer invoices, and estimates while customizing them.

11 December, 2019  

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• Introduced the Recent Updates tab in the dashboard to update you on the newly released features.

05 December, 2019  

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• Price lists can now be applied at the line item level.

28 November, 2019  

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• Provided the option to restrict access to view, create, edit, and delete price lists based on the user roles in your organization.

27 November, 2019  

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• Included the option to customize the Invoice Details report with the different Write Off details such as the Write Off Date, Write Off Amount, etc.

21 November, 2019  

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• Introduced Zoho Invoice - Zoho Sign integration to sign invoices and estimates digitally (For all editions except Indian edition).

06 November, 2019  

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• Added the option to upload documents from Zoho WorkDrive.

05 November, 2019  

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• Increased the limit of interval from 30 days to 90 days in Aging Details and Aging Summary reports.

01 November, 2019  

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• Provided the option to authenticate your sender address domains by adding DKIM and SPF records in Zoho Invoice.

30 October, 2019  

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• Provided the option to view the custom field usage stats.
• Added the option to show/hide columns, add advanced filters, or group by certain columns in the Refund History report of Payments Received. 

29 October, 2019  

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• Added the option to show/hide columns in the Delivery Challan Details report.
• Added the option to group by customer name in the Sales By Item report.
• Introduced the Total Taxable Amount option in the predefined templates of invoices and credit notes.

22 October, 2019  

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• Provided the ability to change the format of the amount field in the creation page depending on the currency.

21 October, 2019  

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• Enabled the option to create a custom view to filter recurring invoices based on their profile preference.

18 October, 2019  

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• Revamped the list page of change template.

16 October, 2019  

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• Added the option to choose the position of columns when customizing reports.

14 October, 2019  

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• Supported the tabular view of execution results in custom buttons.

04 October, 2019  

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• Introduced column in the Tax Summary table to display the total tax amount.

01 October, 2019  

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• Added the option to bulk update display name and credit limit for customers.

24 September, 2019  

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• Fixed the table headers of reports and entity tables at the top of the page.

23 September, 2019  

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• Provided the option to select a date range of timesheets to be billed for a project.

17 September, 2019  

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• Added Connections feature to connect with third-party apps securely.

12 September, 2019  

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• Introduced the option to restrict the access to view the dashboard reports based on user roles.

05 September, 2019  

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• Enabled the autoscan feature to convert uploaded receipts into expenses.

26 August, 2019  

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• Added the option in the Credit Notes template to show or hide an associated invoice's invoice number and invoice date (India and GCC editions).
• Provided the ability to change the font size of the email content in all email templates. 
• Added the option to insert an image placeholder in custom templates.

23 August, 2019  

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• Added the option to export the current view for default filters of the Customer module.

21 August, 2019  

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• Enabled Zia Search to search for information across Zoho Invoice and other Zoho apps.

20 August, 2019  

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• Enabled multi-level approval for sales transactions.
• Added a pane to view estimate details contextually, within the invoice module..

14 August, 2019  

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• Provided item header placeholder for line items in custom templates.

13 August, 2019  

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• Added the option to execute webhooks as soon as you create or edit them.

12 August, 2019  

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• Introduced the option to print multiple invoices (Bahrain edition).

07 August, 2019  

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• Supported audit trail for tax settings (UAE, KSA and BH editions).

06 August, 2019  

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• Added the option to preview and edit the date range of customer statements that will be emailed to a customer.
• Extended SMS notification support to the Estimates module.

02 August, 2019  

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• Provided the option to map items using SKU when importing price lists.

25 July, 2019  

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• Enhanced Zoho Invoice - Zoho CRM integration to accommodate both B2B and B2C customers.
• Added an option to view invoice details contextually, within the estimates module.

23 July, 2019  

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• Revamped the design of the price list creation page.
• Provided tax option in Bulk Add Expenses page (Global & Canada edition).
• Revamped the design of the item import page.

19 July, 2019  

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• Introduced Paytm integration to accept payments (India edition).
• Supported ACH payments for users integrated with Stripe. Stripe ACH is available only for U.S. based organizations (Global & U.S. edition).
• Provided option to create an expense custom view or workflow criteria based on the availability of receipts.
• Added payment gateways in the bulk update option for recurring invoices.

18 July, 2019  

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• Supported the use of International Email ID, which are the email IDs that contain characters not included in the ASCII code.

16 July, 2019  

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• Introduced an item header for line items in invoices, recurring invoices, and estimates.

15 July, 2019  

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• Provided option to bulk add projects in line items of invoice creation page.

12 July, 2019  

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• Introduced profile level preference for recurring invoices. Additionally, added bulk update feature for the same.
• Extended the annexure feature to all the entity templates.

11 July, 2019  

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• Opened 'print bulk statement' and 'send bulk statement' options for custom view in customer module.
• Added exchange rate in the bulk update option of invoices.

10 July, 2019  

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• Renamed the Contacts module to Customers.

27 June, 2019  

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• Display a warning in the dashboard to indicate the number of recurring invoices with invalid VAT details (UAE, KSA and Bahrain edition).
• Domestic Reverse-Charge is now available for sales entities (Bahrain edition).

25 June, 2019  

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• Added an option to preview the list of unpaid invoices when emailing a contact or sending customer statement.

21 June, 2019  

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• Introduced ability to display an item's usage unit in templates.

20 June, 2019  

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• Provided option to bulk update Invoice Date and Payment Gateway in invoices.

19 June, 2019  

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• Introduced new SMS Templates for invoice notification messages.

14 June, 2019  

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• Revamped the registration flow for ICICI Eazypay (Indian edition).
• Enabled ability to send payment thank-you SMS manually.

12 June, 2019  

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• Provided option to resize the logo in Retail template.

11 June, 2019  

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• Added option to apply tax on shipping charge (UK edition).

10 June, 2019  

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• Added Text Box (Multi-line) data type in custom fields.

31 May, 2019  

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• Provided the Lookup data type for entities which supports custom fields for Customers, Users, Items and Projects.

29 May, 2019  

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• Added an option to adjust the positioning of shipping and billing address in invoice templates (Standard, Compact or Continental) by 30mm.

23 May, 2019  

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• When importing items, provided option to choose the field based on which the duplicate records should be overwritten.
• Introduced capability to select the contact persons who should be notified via SMS about invoice details or payment reminders.

22 May, 2019  

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• For custom fields with the Dropdown and Multi-Select data types, options can be added in bulk.

21 May, 2019  

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• Introduced timesheet approvals by project manager.

20 May, 2019  

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• Revamped the design of Advanced Search.
• Included the option to customize the Credit Note Details report with the different Invoice details such as the invoice number, invoice status, etc:-.

17 May, 2019  

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• Provided an option for customers to accept or decline an estimate using the public link shared with them.
• Added Email Insights to track the emails that you sent out for invoices, estimates and retainer invoices.
• Introduced bulk payment of outstanding invoices through the public link.

15 May, 2019  

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• Display an error message in the HTML editor of a template when users try to upload an image URL which is not public.

10 May, 2019  

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• Added support for linking the ICICI Eazypay account to ICICI Bank CIB portal (Indian edition).

08 May, 2019  

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• Provided option to link projects to expenses that are added in bulk. Columns that are viewed in this page can also be customized.
• Added South Sudanese pound (SSP) to the list of Currencies and introduced the country Somaliland to the list of Countries.

07 May, 2019  

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• Provided an option to assign a Currency Name to each currency.

30 Apr, 2019  

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• Introduced ACH payments through the Stripe integration.
• Added an option to import the taxes (US edition).

26 Apr, 2019  

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• Introduced validation rules for estimates.

25 Apr, 2019  

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• Provided option to edit item details in the line items of a transaction.

24 Apr, 2019  

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• Changed the invoice email template for new organizations to include PAY NOW button.
• Added multi-select data type in custom fields.

17 Apr, 2019  

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• An estimate or invoice can now be created right from the items list page.

16 Apr, 2019  

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• Added support for iDEAL payments using Stripe payment gateway for Netherland customers.
• Enabled the option to clone credit notes.

12 Apr, 2019  

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• VAT Summary report is now available in Zoho Invoice (Bahrain edition).
• Included option to view the supported languages when selecting a font for the templates.

10 Apr, 2019  

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• Introduced SMS add-on to send text messages to customers (Indian edition).
• Added Other Territory in valid GST state code list (Indian edition).

09 Apr, 2019  

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• Domestic Reverse-Charge is now available for purchase entities (Bahrain edition).
• Provided the option to associate projects to a retainer invoice at the entity level.

08 Apr, 2019  

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• Extended the option to associate projects to line items in invoices and credit notes.
• Enabled document copy support for Singapore organizations. Users can set the default print preference and also choose the number of copies to print in invoice details page.
• GoCardless payment gateway opened for Canada, New Zealand & Switzerland organizations.
• Added Maitree font in template PDFs which supports Thai characters.

06 Apr, 2019  

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• Provided option to pause a live timer in timesheets.

04 Apr, 2019  

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• Included option to Attach Payment Receipt PDF in Payment Received email page, if it has been enabled in Invoice settings.

03 Apr, 2019  

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• Notify other approvers when a transaction has been submitted for approval.

02 Apr, 2019  

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• We now support 6% composition scheme percentage (Indian edition).
• Provided option to group by invoice details report by Invoice Date, Due Date, Customer Name, Sales person or Currency.

01 Apr, 2019  

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• Supported the Deemed Export GST treatment (Indian edition).
• Added option to bulk update Payment Terms in invoices and recurring invoices.

28 Mar, 2019  

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• Revamped the design of the Template gallery list page based on their categories.

27 Mar, 2019  

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• Provided option to stop the timer for projects automatically when it reaches its set maximum hours per day.
• Included GSTIN, GST Treatment and Owner Name in show or hide columns of all the entity-level reports (Indian edition).

25 Mar, 2019  

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• Made the Razorpay integration more secure by moving to OAuth method to log in (Indian edition).
• Added option to filter Sales by Item report based on Customer.
• Added Retail templates for estimates and credit notes.

15 Mar, 2019  

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• Introduced a search bar inside the Page Tips section, to look up help resources from within Zoho Invoice application.
• Added 'Invoice Payment Link' placeholder for the Invoice and Retainer Invoice email templates.
• Increased the character limit for Annexure details in invoice templates to 50000.

12 Mar, 2019  

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• Added capability to export the current view of data in all the modules supporting custom views.
• Introduced custom schedulers to automate user-defined actions.

07 Mar, 2019  

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• Introduced PayTabs integration for all the GCC editions of Zoho Invoice (UAE, KSA & Bahrain).

26 Feb, 2019  

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• Included a Refund column in Customer Statement template.

20 Feb, 2019  

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• Provided Advanced Settings for ICICI eazypay (India).
• Enabled option to force delete custom fields used in transactions.

19 Feb, 2019  

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• Introduced Payments tab in invoice details page.

18 Feb, 2019  

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• Provided option to mark Salesperson field as mandatory.
• Introduced an option to enable/delete editing of accepted estimates.

15 Feb, 2019  

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• Added the option to enable/disable Terms and Conditions in all the templates.

14 Feb, 2019  

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• Provided option to resize the logo in templates.
• Introduced Announcements tab under Notifications.
• View customer details when creating an invoice.

8 Feb, 2019  

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• Introduced an option to enable/disable email notifications when invoices are created in draft status from a recurring invoice.
• Included the HSN and SAC-wise tax summary to the Spreadsheet and Spreadsheet Lite templates (India).
• Added A5 paper size support in all the templates.

4 Feb, 2019  

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• Included option to display Project Name in Customer Statement template.

30 Jan, 2019  

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• We enhanced our custom domain.

29 Jan, 2019 

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• We have updated the Android app of Zoho Invoice.
• You can now display 'Items in Total' and 'Payments Made' fields in Retail Templates.

24 Jan, 2019 

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• Provided 'Bulk Delete' option for payments received and projects.

10 Jan, 2019 

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• Provided the 'Payment stub' option for the 'Minimalist' template.

4 Jan, 2019 

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• Provided an option to mark your most used reports as favorites.
• Provided option to share the invoice links publicly and privately.

26 Dec, 2018 

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• Provided option to invoice bulk entities in the Timesheets module.
• Integrate Zoho Invoice with Twilio to send SMS notifications to your customers.

24 Dec, 2018 

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• Provided an option to set credit limits to your contacts.

21 Dec, 2018 

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• Introduced an option to request payment information from your clients.

19 Dec, 2018 

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• Updated our Android app.

18 Dec, 2018 

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• Introduced custom links.

10 Dec, 2018 

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• We enhanced all the reports to display additional information.

29 Nov, 2018 

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• Provided an option to display custom fields of the items in the Sales By Item report.

27 Nov, 2018 

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• Introduced an option to enable/disable editing of Invoiced Estimates.

22 Nov, 2018  

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• We have introduced In-app notifications that can be set up within the organization to notify the users about the actions that are being carried out on transactions.
• We have provided an option to mark any custom view as favorite, irrespective of the user who created it.

20 Nov, 2018 

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• We now support further more contact and invoice fields on the Invoice Details report and the default fields can be deselected if need be.

14 Nov, 2018 

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• We have pre-populated a set of Unit of Mesaurements in the Items module of Zoho Invoice for newly created organizations.
• We have provided an option to search for items using SKU codes on the price list creation page.

1 Nov, 2018 

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• Provided an option to add an additional signature to invoices.

26 Oct, 2018 

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• Provided Bulk Update option for Credit Notes.

25 Oct, 2018 

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• Introduced an option to associate additional billing and shipping addresses to recurring invoices .
• Provided Bulk Email option to send payment receipts to all the customers at the same time.

24 Oct, 2018 

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• Provided an action drop down in the list view of the Contacts Module.
• Introduced an option to share the invoice link from the list view of the Invoices module.

19 Oct, 2018 

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• Provided Bulk Update option for Projects.

15 Oct, 2018 

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• Provided Bulk Update option for Invoices.

9 Oct, 2018 

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• Provided an email icon to denote the mailed transactions in the list view.
• Provided a link to traverse to the estimate from which a retainer invoice was created and vice versa.
• Introduced custom buttons for Items and Timesheet modules.

8 Oct, 2018 

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• Provided the invoice link on the list view of the Timesheet Module

5 Oct, 2018 

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• Enhanced the customization feature of the customer statements.

4 Oct, 2018 

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• Introduced an option to import retainer payments.

26 Sep, 2018 

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• Introduced Client Approval for Time Entries.

20 Sep, 2018 

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• Provided an option to mark expenses as unbilled while voiding an invoice.
• Provided bulk update option for the Recurring Invoice module.

10 Sep, 2018 

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• Introduced Estimate Generator App for Android.

4 Sep, 2018 

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• Introduced GoCardless Payment gateway for the Australian edition of Zoho Invoice.

3 Sep, 2018 

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• Introduced Zoho Invoice - Zoho Mail integration.

23 Aug, 2018 

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• Enhanced the invoice creation page in the Timesheets module.

13 Aug, 2018 

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• Introduced an option to carry out detailed invoice actions on the invoices page

9 Aug, 2018 

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• Provided an option to export users.

23 July, 2018 

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• Provided an option to associate estimate number while exporting invoices.
• We have introduced new user roles for GST filing.

18 July, 2018 

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• We have provided an option to associate estimate numbers while importing invoices.
• Introduced an option to traverse back to the estimate from which an invoice was raised.
• Introduced a new template called Spreadsheet Lite.

17 July, 2018 

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

12 July, 2018 

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• Intoduced additional filters for Timesheet entries.

6 July, 2018 

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• Introduced mail notifications for workflow limit.

29 June, 2018 

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• Inroduced the option to file GSTR 1 from Zoho Invoice (Indian Edition)

27 June, 2018 

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• Added advanced filters to the Invoice Details report.
• Provided the option to select and filter the Aging Details report of your Receivables by Customer Name.

21 June, 2018 

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• Introduced the shortcut key c + t to easily log time from anywhere in the app.
• Added the option to create a weekly log from the quick create section.

20 June, 2018 

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• Added the preference to include customer's shipping address while receiving payments via PayPal.

18 June, 2018 

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• Custom Buttons are now available for Credit Notes, Retainer Invoices and Expenses.

8 June, 2018 

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• Provided the option to update your estimates in bulk.
• Introduced the option to Hide the selling prices of items for particular roles.

5 June, 2018 

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• Zoho Books now retains the custom view even when you close and re-open Zoho Books.

4 June, 2018 

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• Intoduced customizable payment numbers for recording payments received.(Indian Edition)

25 May, 2018 

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• Introduced a filter to display the outstanding amount in your customer's Statement of Accounts.
• Provided an option to export PII along with the data exported from a module.

24 May, 2018 

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• Provided an option to store customer sensitive information (PII).
• Provided an option to permit/restrict your users from accessing the sensitive information (PII) of your customers.

18 May, 2018  

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• Introduced an option to export data based on the status of the transactions.

17 May, 2018 

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• Provided an option to search for addresses on the transaction creation page.

15 May, 2018 

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• Zoho Invoice can now be integrated with Zoho People.

8 May, 2018 

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• Introduced Advanced Filters option in the Payments Received report.
• All the enabled integrations will be listed when you delete your organization.

3 May, 2018 

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• Zoho Invoice generator app(Android) is now VAT-compliant for both KSA and UAE regions.

26 Apr, 2018 

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• Provided an option to store payment gateway preferences at contact level.

24 Apr, 2018 

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• Online Payment Gateway section's UI has been revamped.
• Introduced browser notifications for the activities carried out in your organization.

23 Apr, 2018 

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• Introduced an option to protect the exported reports with passwords.

12 Apr, 2018 

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• Provided an option to auto populate items as tasks when a project is created from the Estimates module.
• Provided an option to clone custom templates.
• Introduced a watermark 'Yet to be approved' on the transactions that are in 'Draft' and 'Pending Approval' statuses.

5 Apr, 2018 

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• Zoho Invoice's free online generators are now VAT compliant for both KSA and UAE editions.

3 Apr, 2018 

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• Provided an option to include Annexures on invoices.

30 Mar, 2018 

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• Introduced Custom Functions for Retainer Invoices and Recurring Expenses.

29 Mar, 2018 

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• Included the option to search by Salesperson for Invoices, Estimates and Salesorders. .

20 Mar, 2018 

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• Introduced Export of Customer Statements in XLS format.

15 Mar, 2018

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• Provided the option to convert Approval Pending and Approved Transactions back to the Draft status. 
• Fetch and sync contacts from Zoho Invoice to your Zoho Campaigns account.

12 Mar, 2018 

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• Introduced Audit Trail to track all changes in the Estimates, Invoices, Expenses, and Recurring Invoices modules of the UAE and KSA Editions.

6 Mar, 2018

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• Introduced the preference to select Tax Inclusive as the default option while selling items.

5 Mar, 2018

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• View the Invoice Date and Bill Date along with the invoice/bill number while creating Credit Notes and Vendor Credits.
• Provided the option to update the contact name to its GST Registered Name on successful validation of GSTIN in the Indian Edition. 
• Increased the number of custom fields to 39 for Credit Notes and Expenses.

2 Mar, 2018 

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• Introduced Password Protection for CSV exports. 
• Introduced the VAT Summary Report for the UAE Edition. 

27 Feb, 2018

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• Enable the Stripe Card Updater to automatically update changes in card details.

26 Feb, 2018

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• Validate your customer's GSTIN in the Contacts module (Indian Edition).
• Configure VAT treatment for customers based on the different zones in the UAE.
• Set Custom Reporting Periods for generating tax returns in the UAE.

21 Feb, 2018

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• Create sales transactions with both taxable and non-taxable items in a single transaction (Indian Edition).

20 Feb, 2018

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• Export data in XLSX format and set a password to export data securely.
• Choose the default tax rate to be populated for items while creating transactions in the UAE and KSA editions.

19 Feb, 2018

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• Import and export only the credit notes that were applied to invoices.

12 Feb, 2018

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• Associate salespersons to credit notes.

1 Feb, 2018

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• View custom fields and run custom reports in Zoho CRM with the enhanced Zoho Invoice - Zoho CRM Integration.

24 Jan, 2018

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• Verify and approve transactions created with Transaction Approval.

18 Jan, 2018

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• Create Export Templates to export specific data from Zoho Invoice.

4 Jan, 2018

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• Search through contacts with Advanced Contacts Search.

21 Dec, 2017

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• Launch of the VAT compliant KSA and UAE Zoho Invoice.

06 Dec, 2017

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• Zoho Invoice is now integrated with Square to make online payements more easy.

20 Nov, 2017

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

11 Oct, 2017

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

14 Sep, 2017

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

14 Sep, 2017

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

22 Aug, 2017

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• Round off total to the nearest whole number for sales transactions(Indian Edition).

07 Aug, 2017

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• Send out delivery challans along with the shipment of goods(Indian Edition).

25 July, 2017

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• Give your invoices a more compact look with Spreadsheet template.

19 July, 2017

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

03 July, 2017

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• You have the opion to search and find the HSN/SAC code for an item/service at the time of item creation(Indian Edition).

28 June, 2017

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• Business can now saty GST compliant at all times with GST compliant Zoho Invoice(Indian Edition).

20 June, 2017

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• 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

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• 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

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

29 May, 2017

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• Email address field has been introduced for salesperson which will be available while adding a new Salesperson.

24 May, 2017

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

16 May, 2017

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• Clone option had been introduced at line item level.

26 Apr, 2017

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• The new update lets customers add project name for retainer invoices.

25 Apr, 2017

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

07 Apr, 2017

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

06 Apr, 2017

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• You now have the option to filter down your recurring invoices further based on auto bill.

04 Apr, 2017

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• 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

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

23 Mar, 2017

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• 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

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

14 Feb, 2017

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• Zoho Invoice integrated with GoCardless to make accepting Direct Debit payments easier for Customers.

09 Feb, 2017

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

1 Feb, 2017

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• 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

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• 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

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• 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 customer portal by enabling the option in the contact edit page.

05 Jan, 2017

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

16 Dec, 2016

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• Let your customers choose to pay via Credit card or Express Checkout in Payflow Pro.

9 Dec, 2016

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• 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

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

25 Nov, 2016

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• Create and run reports on recurring invoices.

22 Nov, 2016

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

21 Nov, 2016

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• Import contacts and invite users from your Office 365 account to Zoho Invoice.

14 Nov, 2016

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

11 Nov, 2016

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• 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

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• Make use of custom fields in the Estimate module to run a more in-depth Estimate Details Report.

1 Nov, 2016

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• Link potentials in Zoho CRM to multiple invoices and estimates.

20 Oct, 2016

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• 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

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

6 Oct, 2016

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

4 Oct, 2016

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

30 Sep, 2016

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• With Zoho Invoice, you can add multiple addresses to your contacts, to deliver goods at multiple locations.

23 Sep, 2016

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• Instantly sync data between Zoho Invoice and Zoho CRM and add more hours to your day.

22 Sep, 2016

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• 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

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• 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

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

23 Aug, 2016

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• 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

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• Display the tax summary in your base currency for transactions recorded in other currencies. (Global Edition)

12 Aug, 2016

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• 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

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

5 Aug, 2016

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

12 Jul, 2016

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• Your customer can now make payments through stored cards from the Customer Portal.
• You can choose to display the custom fields that capture additional contact information through the Customer Portal. Your customers can also edit their information displayed in the custom fields.

1 Jul, 2016

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• 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

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

25 Jun, 2016

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• Associate more details to your shipping address through Custom Fields under your Contacts Preferences.

24 Jun, 2016

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

20 Jun, 2016

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• 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

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

10 Jun, 2016

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• Include discounts, shipping charges and adjustments in credit notes.

3 Jun, 2016

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

1 Jun, 2016

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• Capture any additional information related to the products you sell. You can choose to display them on your invoices.

1 Jun, 2016

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• Personalize your credit notes and payment receipts with custom templates.

27 May, 2016

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• Include a reason for writing off an invoice.

13 May, 2016

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• Choose a color theme for your Zoho Invoice account from the Branding section under Preferences.

11 May, 2016

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• Attach files in the Contacts section and it will be displayed in the Customer Portal.

21 Apr, 2016

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• Create your own subdomain for your account in Zoho Invoice.

16 Mar, 2016

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

02 Mar, 2016

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• You can now record the vehicle type, mileage rate, and the total mileage expense in Zoho Invoice.

19 Feb, 2016

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• Select the 'Dejavu Sans' font in the templates section, and create invoices in Georgian and Armenian languages.

01 Feb, 2016

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

13 Jan, 2016

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• Request reviews and ratings for your service through the Customer Portal.

06 Jan, 2016

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

31 Dec, 2015

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

26 Nov, 2015

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• You can now send invoices, estimates and payment reminders in your customer’s preferred language. You can also choose to display the Customer Portal in your customer’s language.

23 Nov, 2015

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• 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

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• The quick create icon present on top bar allows the user to create transactions irrespective of the page you're in.

19 Nov, 2015

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• The history icon on the top bar gives you a glimpse of all recent activities in your account.

04 Nov, 2015

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

07 Oct, 2015

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• Expenses can be added in bulk.

16 Sep, 2015

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• Receive instant notification on Customer 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

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• 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

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• You can now integrate Zoho Invoice with Zoho Projects to generate invoices and record expenses for the projects

20 Aug, 2015

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• Users can now export data(Invoices,Items,Contacts etc.) within a specific date range

19 Aug, 2015

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• Users can now clone a contact

10 Aug, 2015

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• Option to print payment stub in a separate page
• option to manually mark time entries as invoiced

17 July, 2015

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• 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

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

10 July, 2015

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• Users can now enable workflows for credit notes.

03 July, 2015

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• Users can now enable workflows for invoices.

02 July, 2015

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• 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

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• 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

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• Customization options added to Receivables Customer Balances Summary and Details report.

04 Jun, 2015

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• Instantly search through all reports with the new search bar!

19 May, 2015

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

15 May, 2015

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• Now automate repetitive accounting tasks and save time.

14 May, 2015

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• Option to add hyperink in template's header, footer.

30 Apr, 2015

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• Customization options added to Receivables Aging Details Report.

08 Apr, 2015

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• Search invoices by project name

03 Apr, 2015

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• Now set a default payment mode and payment terms for your customers.

02 Apr, 2015

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• 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

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• Customization options added to Receivables Aging Summary report.

17 Mar, 2015

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• The new portal activities report allows you to view customer's activities on their customer portal.
• Updated invoice template customization options.

13 Mar, 2015

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• Excess payments or advance payments made by the customer can now be refunded.

10 Mar, 2015

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• View reports for estimates under Receivables --> Estimate Details in the Reports section.
• Filter transactions by date in the customer portal.
• Customize invoice templates with Ubuntu font.
• Customize invoice templates with a signature image.
• Continental invoice template added.

26 Feb, 2015

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• 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

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• Invoice headers in invoice templates can now be customized with greater flexibility.

17 Feb, 2015

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• Now Customize invoice templates with tax information (tax amount and tax percentage).

11 Feb, 2015

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• 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

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• Customize invoice templates with the name of the sales-person.
• Filters added on the Payments Received list.

04 Feb, 2015

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• Zoho Invoice now integrated with Zoho Projects - create an invoice for hours logged for your projects in Zoho Projects.

03 Feb, 2015

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• Page Tips added - access tips for using each page using this menu on the right.

30 Jan, 2015

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• Edit items during import in the Items menu.
• Export/Import items as CSV.

23 Jan, 2015

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• Keyboard shortcuts added.

22 Jan, 2015

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• Currently running active timer is now accessible from the menu bar on the left.

19 Jan, 2015

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• Separate permissions added for viewing customers and vendors.
• New permissions added to view other user's timesheet and projects.

13 Jan, 2015

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• 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

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• Credit Notes can now be created for closed invoices.

02 Jan, 2015

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• The Worldpay Payment Gateway is now integrated with Zoho Invoice.

15 Dec, 2014

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• The Forte Payment Gateway is now integrated with Zoho Invoice.

12 Dec, 2014

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• Expense receipts (images and PDFs) can now be viewed right in the Zoho Invoice interface.

20 Nov, 2014

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• Files can be attached to estimates and invoices.

18 Nov, 2014

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• Create mileage expenses (based on miles and mileage) for travel expenses incurred.

28 Oct, 2014

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• Change the time zone for an organization in the organization settings.

22 Oct, 2014

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• Expense receipts can be downloaded as PDF.

18 Oct, 2014

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• The following payment gateways have been integrated for Auto-Charge: Stripe, Authorize.Net, PayPal Payflow Pro and PayPal Payments Pro.

29 Sep, 2014

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• Customized content can to added to your template header and footer.

24 Sep, 2014

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• Import/export options removed from Settings. Modules can be imported and exported from their respective sections.

09 Sep, 2014

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• Secondary click enabled under list view.

28 Aug, 2014

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• New compact template added to template gallery.

11 Aug, 2014

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• Automatic reminders based on invoice payment date.

08 Aug, 2014

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• Product sync between Invoice & CRM.
• Customize font family & color of email templates.
• Advanced search inside projects & timesheets.

25 July, 2014

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• Expanded list view of each section.
• 'Preferences' settings regrouped.
• Edit clients' card details from customer portal.

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22 July, 2014

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• Templates regrouped for easy view & selection.
• Inventory management is now available.

17 June, 2014

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• Transactions grouped as 'Sales' or 'Purchases' on the home panel.
• Select templates whilst creating/editing a transaction.

03 June, 2014

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• View CRM info of a contact while creating an invoice.

08 May, 2014

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• 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

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• Know when your clients view their estimates and invoices.

02 April, 2014

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• Price lists available and can be customized for each customer.

14 Feb, 2014

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• Raise invoices for projects from Zoho Projects.