Show or hide tax details
Choose to show or hide tax details on your invoices while editing invoice templates. You can also hide a transaction's total tax details for a particular template.
It’s been more than a year since we made Zoho Invoice free, and watching the SMB community adopt and use it to its fullest has been nothing but gratifying for us. With exciting feature updates and new edition launches, we have a lot to celebrate from the past year. Here are the highlights of 2022!
Feature Updates
- Invoices
- Customer Portal
- Reports
- Taxes & Compliance
Invoices
Retainer tax summary
Display retainer tax information on your customers' invoices to track the retainer tax applied on your transactions.
Dissociate payments
Convert incorrectly recorded invoice payments into credit notes or advance payments.
Advanced customization
Customize the look of your transaction PDFs to reflect your business branding. You can add background images, and capture additional information. Learn more.
Customer Portal
Customer self-signup
Your customers can sign up to your organization's Customer Portal by themselves using the link displayed when making invoice payments or on the portal's sign-in page.
Share important documents
Customers can share important documents directly from the Customer Portal which can be viewed from the attachment section of that particular customer's Details page.
Pay for multiple invoices in one go
Your customers can select multiple invoices and pay for them in one go from the Customer Portal. They can also download several invoices or recurring invoices as a single PDF.
Reports
Customize reports with multiple parameters
Customize your Receivable Summary and Receivable Details reports with up to three parameters in one go. You can also choose to display the respective totals above or below each parameter.
Tax Summary report customization
Customize the Tax Summary report using advanced filters, column customization and the multi-level Group by option.
Customer Balance Summary
View all the payments you're yet to receive from your customers from our newly-added Customer Balance Summary report.
Taxes & Compliance
Secondary language fields in invoices
Send bilingual invoice PDFs to your customers with invoice details in Arabic and an additional secondary language to stay compliant with the ZATCA rules and regulations.
Set default tax
Mark a particular tax your business often uses as your default. This tax will be applied on transactions automatically unless a different tax is associated with a customer or line item.
Encrypt & store ePHI fields
Store private health information in an encrypted custom field with the data privacy set to ePHI. This way, only admin users will be able to access this information.
Legal name and trade name for GSTIN
Display both the legal name and the trade name for your business and GST-registered customers. This field will be mandatory if e-invoicing is enabled.
Apply reverse charges
Apply reverse charges to transactions and keep track of them using the newly-added Reverse Charge Summary and Sales Reverse Charge Summary reports.
Reclaim VAT for written-off invoices
Reclaim VAT from the HMRC while writing off invoices. You can also record the date of reclamation and the amount you want to reclaim.
Accessibility & Ease-of-Use Improvements
View receivables and unused credits in your base currency
We added two new columns to the Customers module, namely, Receivables (BCY) and Unused Credits (BCY), which display values in your organization's base currency.
Clone itemized expenses
Adding multiple itemized expenses is quicker than ever. Simply clone an expense into the next line item, and make changes only where required.
Display QR codes on credit notes
Display a QR code on credit notes. Your customers can scan these to access a particular website or any other information you configure.
Use Zoho Invoice in Hindi
Zoho Invoice is available in Hindi. Once you switch your organization's language, everything from field names to templates will be displayed in Hindi.
New themes
We introduced a new theme picker with custom color options optimized for both light and dark themes. We’ve also enhanced the look and feel of Zoho Invoice to provide you with a better user experience.
Visit Zoho Invoice's What's New Timeline for a comprehensive list of all feature updates and enhancements.
Mobile App Updates
iOS & iPadOS
Customize the look of your transaction PDFs from Settings to reflect your business's branding.
Copy and paste information from attached receipts to create expense records even faster.
Jump directly into creating an invoice right from your lock screen with the help of lock screen widgets.
Take a quick look at the Dynamic Island to get speedy updates on your live project hours.
Android
Create credit notes and apply them to invoices or initiate a refund.
View all the transactions of a particular customer from their Details page.
Find transactions you're looking for swiftly using advanced filter and sorting options.
Our mobile apps are updated constantly, and these were some of the highlights. View a full list of updates:
Our Wall of Love
Here’s what business owners, consultants and freelancers had to say about us
Awards & Ratings
Your success means a lot to us, and we look forward to making your invoicing experience effortless.
Here's to a happier, healthier, and more prosperous
