Enhanced the invoice creation page in the Timesheets module.
13 Aug, 2018
Introduced an option to carry out detailed invoice actions on the invoices page
9 Aug, 2018
Provided an option to export users.
23 July, 2018
Provided an option to associate estimate number while exporting invoices.
We have introduced new user roles for GST filing.
18 July, 2018
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
Our latest iOS update comes with an exclusive Retainer Invoice module.
12 July, 2018
Intoduced additional filters for Timesheet entries.
6 July, 2018
Introduced mail notifications for workflow limit.
29 June, 2018
Inroduced the option to file GSTR 1 from Zoho Invoice (Indian Edition)
27 June, 2018
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
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
Added the preference to include customer's shipping address while receiving payments via PayPal.
18 June, 2018
Custom Buttons are now available for Credit Notes, Retainer Invoices and Expenses.
8 June, 2018
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
Zoho Books now retains the custom view even when you close and re-open Zoho Books.
4 June, 2018
Intoduced customizable payment numbers for recording payments received.(Indian Edition)
25 May, 2018
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
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
Introduced an option to export data based on the status of the transactions.
17 May, 2018
Provided an option to search for addresses on the transaction creation page.
15 May, 2018
Zoho Invoice can now be integrated with Zoho People.
8 May, 2018
Introduced Advanced Filters option in the Payments Received report.
All the enabled integrations will be listed when you delete your organization.
3 May, 2018
Zoho Invoice generator app(Android) is now VAT-compliant for both KSA and UAE regions.
26 Apr, 2018
Provided an option to store payment gateway preferences at contact level.
24 Apr, 2018
Online Payment Gateway section's UI has been revamped.
Introduced browser notifications for the activities carried out in your organization.
23 Apr, 2018
Introduced an option to protect the exported reports with passwords.
12 Apr, 2018
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
Zoho Invoice's free online generators are now VAT compliant for both KSA and UAE editions.
3 Apr, 2018
Provided an option to include Annexures on invoices.
30 Mar, 2018
Introduced Custom Functions for Retainer Invoices and Recurring Expenses.
29 Mar, 2018
Included the option to search by Salesperson for Invoices, Estimates and Salesorders. .
20 Mar, 2018
Introduced Export of Customer Statements in XLS format.
15 Mar, 2018
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
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
Introduced the preference to select Tax Inclusive as the default option while selling items.
5 Mar, 2018
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
Introduced Password Protection for CSV exports.
Introduced the VAT Summary Report for the UAE Edition.
27 Feb, 2018
Enable the Stripe Card Updater to automatically update changes in card details.
26 Feb, 2018
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
Create sales transactions with both taxable and non-taxable items in a single transaction (Indian Edition).
20 Feb, 2018
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
Import and export only the credit notes that were applied to invoices.
12 Feb, 2018
Associate salespersons to credit notes.
1 Feb, 2018
View custom fields and run custom reports in Zoho CRM with the enhanced Zoho Invoice - Zoho CRM Integration.
24 Jan, 2018
Verify and approve transactions created with Transaction Approval.
18 Jan, 2018
Create Export Templates to export specific data from Zoho Invoice.
4 Jan, 2018
Search through contacts with Advanced Contacts Search.
21 Dec, 2017
Launch of the VAT compliant KSA and UAE Zoho Invoice.
06 Dec, 2017
Zoho Invoice is now integrated with Square to make online payements more easy.
20 Nov, 2017
You can now save the Credit Note in draft status at the time of creation.
11 Oct, 2017
You now have the option to customize line item table in all sales templates.
14 Sep, 2017
Your customers can now choose their preferred payment method from within Client Portal.
14 Sep, 2017
Customers now have the option to bulk download Payments Received as PDF.
22 Aug, 2017
Round off total to the nearest whole number for sales transactions(Indian Edition).
07 Aug, 2017
Send out delivery challans along with the shipment of goods(Indian Edition).
25 July, 2017
Give your invoices a more compact look with Spreadsheet template.
19 July, 2017
Customise the transaction template, customer notes and terms and conditions all from within the transaction details page.
03 July, 2017
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
Business can now saty GST compliant at all times with GST compliant Zoho Invoice(Indian Edition).
20 June, 2017
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
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
Include Project Name in Recurring Expenses. Generate Recurring Expenses from the Project Details page.
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.