Excited about the latest enhancements in Zoho Billing? Our January updates bring an intelligent AI assistant, smarter subscription management, and improved tax compliance, saving you time and reducing manual work.
Dive into the details below to see how these features streamline your workflows.
Reactivate Subscriptions Automatically with In-Term Reactivation
We have enhanced the In-Term Reactivation feature to make subscription recovery easier. Now, when you record the payment for the most recent overdue invoice of a customer’s subscription, Zoho Billing automatically reactivates the subscription from Cancelled from Dunning to Live status and continues the billing cycle as configured. This removes the need for manual intervention and reduces operational effort.
To do this:
- Ensure you have enabled the In-Term Reactivation feature for your organization.
- When you record an offline payment or charge a customer for an overdue invoice of a subscription, check the Reactivate the associated subscription after payment box.
This will automatically change the status from Canceled from Dunning to Live status.
Associate Invoices with Credit Notes for Consistent Tax Calculation
You can now associate an invoice with the credit notes you create for your customers. Using the Invoice# dropdown, you can associate an invoice from the list of sent transactions. This ensures consistent tax calculation with Avalara — credit notes associated with an invoice use the tax rate as of the invoice's date, while unassociated ones calculate the tax rate based on the credit note's date. This maintains tax consistency and ensures correct financial records.
This feature is available only for organizations with US and Canada as their business locations.
Introducing the New AI Assistant, Ask Zia
Ask Zia is your built-in intelligent AI assistant in Zoho Billing that helps you get instant insights without navigating through multiple reports, and create records without needing to navigate between many pages. Simply type your questions to view key metrics such as revenue, subscription performance, customer trends, payment summaries, and more. Instead of manually filtering data or exporting reports, Ask Zia quickly analyzes your billing information and presents accurate, real-time answers, helping you make faster, data-driven decisions with ease.
We're constantly working to make Zoho Billing smarter and more efficient for you. Need help getting started? Reach out to our support team at
support@zohobilling.com. Drop your experience in the comments below. We look forward to your feedback and helping you make the most of these features!
Best regards,
The Zoho Billing Team