February brings a powerful set of updates to Zoho Billing, from smarter subscription management and flexible payment options to better reporting and more control over your hosted pages. Here's everything that's new this February.
Create Subscriptions for Items
You can now create subscriptions for items in Zoho Billing. You can pause, resume, cancel, or reactivate these subscriptions just like any other subscriptions. Zoho Billing applies unused credits automatically when generating invoices from these subscriptions.
Note: This feature is available only on certain Zoho Billing plans.
To create subscriptions for items, go to Subscriptions > create or edit a subscription > then select Items in the Create Subscription For option.
Create Subscriptions with Days as Billing Frequency [Early Access]
You can now create subscriptions that renew based on a specific number of days, such as every 18 or 90 days, or even daily. This gives you flexibility to match your customers' billing preferences precisely.
To set this up, go to Plans or Addons, create or edit a record, then set the Billing Frequency to Days and specify the number of days. When creating the subscription, specify the number of renewal cycles in the Billing Cycles field.
Generate Renewal Payment Links for Manual Renewals
You can now generate advance renewal payment links for manual or offline subscriptions. Share these links with customers to collect renewal payments proactively instead of waiting for the next billing cycle.By default, the link expires one day before the Next Billing Date, but you can adjust this if needed.
Note: This feature is available only on certain Zoho Billing plans.
To generate a renewal payment link, go to the subscription and click Renew Subscription, then select Generate Renewal Payment Link.
Disable Advance Invoice Failure Alerts
You can now disable notifications when Advance Invoices fail to generate due to subscription configuration conflicts.
Note: This preference applies only to Advance Invoices.
To disable the alerts, go to Settings > Subscriptions > Advance Billing and enable the Disable Advance Invoice Failure Emails preference.
Save Payment Method on Hosted Payment Pages
Your customers can now save their payment method directly from your Hosted Payment Pages so future invoices are collected automatically. Configure the Save Payment Method checkbox in your Hosted Payment Page template. Payment method saving behaviour varies by gateway.
To enable this, go to Settings > Hosted Payment Pages, edit your template, and configure the preference.
Download Invoices from Thank You Pages
Customers can now download their invoice directly from the Thank You Page after a successful subscription purchase on your Hosted Payment Pages.
To enable this, go to Settings > Hosted Payment Pages, edit your template, and under the Thank You Page settings, check Allow customers to download invoice. Optionally, customize the button label to match your brand.
Configure Multi-Currency Discount Values in Coupons
You can now configure currency-specific discount values for flat-rate coupons. When a coupon is applied to a subscription, Zoho Billing automatically uses the discount amount that matches the customer's billing currency.
Note: This feature is available only for organizations with Advanced Coupons enabled
To set this up, go to Product Catalog > Coupons, create a coupon and set Discount By to Flat Rate. Click Add Currency to define discount values for each currency.
Add Quick Reply Buttons to WhatsApp Messages for Quotes
When sending quotes via WhatsApp, you can now include quick reply buttons that let customers accept or reject the quote in a single tap.
To enable this, go to Settings > Quotes > General and enable the quick reply button preference. The quick reply buttons will appear on your WhatsApp message templates automatically once enabled.
Mark Projects as Completed
You can now mark projects as Completed in Zoho Billing to easily differentiate them from active ones. To mark a project as Completed, go to Time Tracking > Projects, select the project, click the More option, and select Mark as Completed.
View Activity History for Reports
You can now view a full activity history for your reports. Zoho Billing automatically captures actions like Print, Export, Share, Create/Edit (for custom reports), and Schedule, giving you a clear audit trail.
To view the history, open any report and click the Show History icon at the top.

Toggle Net and Gross Revenue Retention Metrics
The Revenue Retention Rate report now lets you toggle between Net and Gross retention metrics in a single view. Net retention shows revenue from existing customers; Gross retention excludes expansion revenue. This lets you see whether growth comes from expansion or retention.
To access it, go to Reports > Retention > Revenue Retention Rate and select the metric from the Retention Type dropdown.
Ready to dive in? Start exploring these updates today and let us know how they transform your workflow. Have questions? Our support team at
support@zohobilling.com is here to help every step of the way!
Recent Topics
Add Bounced as an Email Action / Notification for Bounced Emails
This is one of the hard requirements for the clients we're servicing. They want to get an internal email notification whenever the email they sent to their contacts have bounced, so that they can look into it and update the email address. Currently, the
Files Uploaded to Zoho WorkDrive Not Being Indexed by Search Engines
Hello, I have noticed that the files I upload to Zoho WorkDrive are not being indexed by search engines, including Google. I’d like to understand why this might be happening and what steps I can take to resolve it. Here are the details of my issue: File
not able to convert pdf to jpg and other forms and vice versa.
i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.
What’s New in Zoho Analytics - March 2026
Hello Users! In this month's update, we bring improvements across integrations, security, reporting, and analytics capabilities to help you work with your data more efficiently and with greater control. Explore what’s new and see how these enhancements
Zoho People > Performance Management > Appraisal cycle
Hello All I am using this 2 users to test out how it work on Performance Management User 1 - Reportee User 2 - Reporting Manager : Li Ting Haley User 1 : Self Appraisal Error How do i fix this error?
SalesIQ Tip for Admins: Guide Operators in Real-time Without Interrupting the Chat
Consider this. You're a supervisor and you're looking through the active conversations. An associate is mid-chat with a high-value prospect. The prospect asks something unexpected, maybe about a tailor-made subscription plan or a bulk discount that’s
Early Access: Check Printing in Zoho Books
Hello Everyone, Are you constantly writing checks to pay your vendors? We've got a great news to share with you! You can now pay your vendors by writing and printing a check directly from Zoho Books. The feature is ready and we'll be rolling it out to our customers in phases. It is available in the US Edition of Zoho Books and also in the Global edition, where the country is selected as USA and the currency is USD. Here’s a summary of what’s possible: 1. Write and print a check. 2. Make
Connecting Zoho Inventory to ShipStation
we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri
Syncing zoho books into zoho crm
I was wondering how I can use zoho books in crm as I have been using them separately and would like to sync the two. Is this possible and if so, how? Thanks
Zoho no support response.
Problem is Zoho support seems to be just a concept. Just completing my trial, am ready to purchae 3 user subscriptions pending answer to a question, submitted two suport request during my trial that weren't responded to. Gave up trying the 888 line. Hard to imagine my production data in hosting environment with no support response.
Updating transaction number series for fiscal year 2026-2027 in Zoho POS
A fiscal year or financial year is a 12-month period that businesses follow to manage and track their financial activities such as expenses, revenue, and taxes. This doesn't need to match the calendar year (JAN-DEC) and varies based on region, and tax
Lack of Looping and Carry-Forward Functionality in Zoho Survey
Zoho Survey currently does not support looping or carry-forward functionality, meaning it is not possible to dynamically generate follow-up questions based on each option selected in a previous question or to pipe selected responses (such as {Looping
Forecast in Zoho CRM Just Got Smarter with an upgraded Zia Intelligence
Hello Everyone, We are here with an interesting enhancement to Forecasts in Zoho CRM — Enhanced Zia Insights for your sales Forecast. Imagine a regional sales manager reviewing their team’s performance using forecasts in Zoho CRM. Instead of switching
Update TDS and TCS rates for Income Tax Act, 2025 (effective April 1, 2026)
Hello everyone, The Income-tax Rules, 2026 (G.S.R. 198(E), dated March 20, 2026) have been notified, marking a significant structural shift in India’s direct tax framework. From April 1, 2026, the Income Tax Act, 2025 replaces the Income Tax Act, 1961.
Service line items
Hello Latha, Could you please let me know the maximum number of service line items that can be added to a single work order? Thanks, Chethiya.
Automation Series: Auto-assign Resources as Task Owners
In Zoho Projects, task ownership can be set automatically during task creation, allowing resources to be assigned based on the task name. Resources are work equipment or tools added to the portal to monitor their usage across projects. They can be assigned
Subform edits don't appear in parent record timeline?
Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
AI secretary
In our company, Claude is the secretary and creates inquiries and schedules from Gmail. You no longer have to enter them yourself. The secret is that we created an MCP server that connects to CRM. https://x.com/Mac_nishio/status/1917954562566328694
5 small changes to Recruit that make a big difference
Sometimes, the biggest improvements aren’t new features, they’re small changes that make everyday actions feel smoother. Over the past few weeks, we’ve made a few such updates across Zoho Recruit. They’re subtle, but together, they remove friction from
Project Management Bulletin: March, 2026
We are passionate about equipping our users with efficient solutions that help them run their businesses successfully. Our collective efforts over the past 2 years have culminated in the launch of Sprints 3.0— built with reliable features, impactful integrations,
New security enhancements for portal users: MFA and password management
Hello everyone, We are excited to announce three major security enhancements that are now available to portal users in Zoho CRM: Organization-wide multi-authentication for portal users - Admins can enforce multi-factor authentication across the entire
[Free Webinar] Learning Table Series 2026 – Customer agreement & contract management using Zoho Creator
Hello everyone, We’re excited to announce the next session in Learning Table Series 2026, where we will continue with our purpose-driven approach—focusing on how Zoho Creator’s features help solve real-world business challenges. Each session in this series
Zoho Payroll's USA and KSA editions are available in Zoho One!
Greetings! We’re excited to share that Zoho Payroll, currently available only in India and the UAE, is now introducing the KSA (Kingdom of Saudi Arabia) edition and the USA (United States of America) edition, and these editions are now available in Zoho
Looking for Guidance on Building a Zoho Website
I'm exploring the possibility of building a custom website with specific features using Zoho as an alternative platform. My goal is to create something similar to https://gtasandresapk.com , with the same kind of functionality and user experience. I'd
Multilingual website feature
Would be a great feature to have. I saw that this feature was available for backstage. I think it could be done for zoho sites too.
[Webinar] Modernize your sales engine with agentic analytics
Traditional sales decision-making methods aren't cut out for modern businesses. Leveraging AI in sales helps businesses actively respond to the changing dynamics of the market. Agentic AI is letting sales teams across industries make better decisions
Built-in Date Functions in Zoho Analytics Query Tables
I have a doubt about whether Zoho Analytics Query Tables provide built-in functions for start date, end date, and the current month
Zoho Commerce in multiple languages
When will you be able to offer Zoho Commerce in more languages? We sell in multiple markets and want to be able to offer a local version of our webshop. What does the roadmap look like?
Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
Connectivity issues with Google Calendar and third-party integrations
Description: We are currently experiencing a critical failure with Zoho CRM third-party connections. This issue is heavily affecting our primary workflow. Symptoms: Sync Failure: Existing Zoho CRM to Google Calendar connections have been failing for approximately
Dynamic image in form works in the app but not on the customer portal.
img = frm_Fichas[ID == input.Nombre].Foto; imgno = Nophoto[ID2 = 1].Image; if(len(img) > 1) { img = img.replaceAll("/sharedBy/appLinkName/",zoho.appuri); img = img.replaceAll("viewLinkName","Fichas_de_personal_public"); img = img.replaceAll("fieldName","Foto");
Incorrect Functioning of Time Logs API (Version 3)
We need to fetch the list of time logs for each task for our company internal usage. We are trying to achieve it by using the next endpoint: https://projects.zoho.com/api-docs#bulk-time-logs#get-all-project-time-logs Firstly, in the documentation the
How can I export all Deluge code across the application?
I’m working on a application with multiple forms, reports, and HTML views, where Deluge scripts are used across workflows, field actions, and custom functions. Is there a way to export all Deluge scripts into a single file for easier search?
First Name in Mail
While sending a mail/message to the user, I want only the first name to be displayed—for example: “Hi John” instead of the full name using "Hi ${Name_Field}"
Can you import projects into Zoho Projects yet?
I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projects
Updating Sales orders on hold
Surely updating irrelevant fields such as shipping date should be allowed when sales orders are awaiting back orders? Maybe the PO is going to be late arriving so we have to change the shipment date of the Sales order ! Not even allowed through the api - {"code":36014,"message":"Sales orders that have been shipped or on hold cannot be updated."}
Zoho Social API for generating draft posts from a third-party app ?
Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.
Deleting unwanted ticket replies
Hello, In a Zoho Desk Ticket thread, sometimes one of the recipients has auto-reply activated. This creates a new message in the Ticket thread that not only pollutes the thread, but most importantly cannot be replied properly because usually auto-reply e-mails don't do "reply all", so the other recipients are not included. I want to delete such a message in the Ticket thread. I searched the help of Zoho Desk, but only found a way to mark as Spam (https://help.zoho.com/portal/kb/articles/marking-support-tickets-as-spam)
Issue updating Multi-Select Picklist via API (saves as string instead of checking boxes)
Hi everyone, I'm hoping someone can point out what I'm doing wrong here. I'm stuck trying to update a custom multi-select field via the Desk API and it's driving me a bit crazy. I have a multi-select picklist called "Buy years" with options like 2023,
Page variable not receiving URL parameter in Creator 6 HTML snippet Deluge — Canada DC
I have a Creator 6 app on Canada DC. I'm trying to pass a URL parameter to an HTML snippet page via Deluge but the variable always returns empty. Setup: Page: MYC_Meeting_Tool Page variable declared: submission_id, type Text Page Script tab contains:
Next Page