What's New in Zoho Billing - November 2023

What's New in Zoho Billing - November 2023

Hello everyone,

This month's updates add more flexibility to collecting payments, along with improvements to reports and custom fields. Let's dive in!

Add Payment Methods from the Customer Portal

Make the payment process more convenient for your customers by allowing them to add payment methods from the Customer Portal. This way, your customers can add new methods when their existing payment methods are about to expire, thus ensuring a smooth auto-charge experience. To enable this:
  • Navigate to Settings > Customer Portal > General.
  • Enable Allow customers to add payment methods.
Now, your customers will be able to add a new payment method by clicking + Add Payment Method from the Home Screen of their Customer Portal.

Revamped Net Revenue Report


The revamped Net Revenue report gives you more insights about your organization's net revenue. 
  • The newly added Performance Overview section displays how your business is performing in the current month, compared to the previous months.
  • The existing line chart can now also be viewed as a bar chart according to your preference. 
  • You can also view the data from the chart in the breakdown table below the chart.
  • Customize this report with Advanced Filters, such as Country or Customer Name.
  • Compare revenue based on products, plans, countries and dates to get further insights.
  • You can now export this report as XLS and XLSX, along with CSV.

Make Payments Mandatory for Subscription Updates 


You can get more control over subscription updates in the Customer Portal by making payments mandatory. Once enabled, when your customers make changes to their subscriptions, such as upgrading plans or purchasing addons that would require additional payments, they would have to pay first. To enable this:
  • Navigate to Settings > Customer Portal > Subscription Management.
  • Go to the Advanced tab.
  • Mark the Mandate payments for subscription updates option.
Note: The payment method that is used for such payments will be associated to the subscription. Autocharge will be enabled automatically for this subscription, if the updated payment method supports it. 

Prevent Duplicate Values for Custom Fields

There might be scenarios where you might want unique data for certain custom fields, such as user names or license keys. Now, you can make sure that all the values for the custom fields are unique by selecting Yes next to Prevent Duplicate Values while creating or editing a custom field. Once enabled, when a duplicate value is entered for a custom field, an error will be shown, asking you to enter a unique value.

Zoho Notebook Integration


Zoho Notebook is a general purpose online note-taking app, that lets you organize notes and media in one place. You can now integrate with it to take notes, create checklists, upload images and attach documents to Zoho Notebook directly from Zoho Billing. 
To integrate with Zoho Notebook:
  • Navigate to Settings > Integrations > Zoho Apps.
  • Click Install next to Zoho Notebook.
  • Click Install in the popup that appears.
Now, you can add notes from Zoho Billing by clicking the Zoho Notebook icon on the right.

Multi-page Hosted Payment Pages

We have added a multi-page template for the Hosted Payment Pages to simplify your payment collection process. 
  • OTP Verification - You can now mandate your customers to go through OTP verification for their email address. This will help to identify returning customers, ensuring that their payments are processed for the correct customer, instead of creating a duplicate customer. The customer's details, such as their saved payment methods and addresses will also be filled automatically. 
  • Bite-Sized Pages - The checkout process has been split into multiple, neatly categorized steps, instead of all the information in one page.
  • Switch Addresses - If your existing customers have multiple saved addresses, they can switch between them.
Note: You can enable multi-page templates for your organization from Settings > Customization > Hosted Payment Pages. For newly-created organizations, multi-page templates will be the default Hosted Payment Page type.

Hosted Payment Page Enhancements

We have enhanced our Hosted Payment Pages to give you more flexibility in your payment collection process.
  • Show/Hide Zero-Value Items - You can choose to display or hide zero-value plans/addons in the Hosted Payment Pages. 

  • Show/Hide Final Summary Section - Choose to display or hide the Final Summary section in the Order Details section. This is available only for multi-page Hosted Payment Pages.

  • Next Renewal Date Label Customization - Now, you can choose to display the next renewal date for the recurring charges in the Order Details section. You can also customize the label according to your preferences. This is available only for multi-page Hosted Payment Pages.

Marketplace Extensions

Zoho Cliq Extension

The Zoho Cliq extension for Zoho Billing can show you subscription summary reports for your products in a Cliq channel. Once enabled, you will receive daily notifications about your products' performance for the previous day. You will also receive a short summary of your organization's monthly recurring revenue on the first day of each month.

Telr Extension

Note: This extension was developed by Telr.
Telr is a payment gateway provider that helps businesses accept and manage online payments. Telr accepts many popular payment methods, such as Visa, MasterCard, American Express, JCB, UnionPay, MADA, STC pay, URPay, SADAD and many more.

Zoho Connect Extension

The Zoho Connect extension for Zoho Billing allows your business to track details of subscriptions that were cancelled by your customers in Zoho Connect. Once enabled, every time a subscription has been cancelled, details about it will be posted as a comment in a thread on Zoho Connect.


You can visit our What's New Timeline to view a list of all our previous updates.
We'd love to hear what you think about these features in the comments below. If you require any assistance, please write to our support team at support@zohobilling.com – we'd be happy to help!
Best regards,
The Zoho Billing Team

    • Sticky Posts

    • What's New in Zoho Billing - February 2024

      Hello everyone, We are excited to share the first set of updates for Zoho Billing in 2024. Read along to know more about a wide range of updates, from the Aging Summary in customer statements to Apple Pay support in Stripe. One-Time Invoice with Plans

    • Zoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, and more.

      Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,

    • Zoho Subscriptions wins IDC's 2020 SaaS CSAT Award for Subscription Billing

      Dear customers, We're excited to share that Zoho Subscriptions has won IDC's 2020 SaaS Customer Satisfaction Award! As a team, we cherish each and every milestone with our customer community. And this particular award, focusing on customer satisfaction,

    • Introducing: SMS notifications via Zoho Subscriptions

      Dear customers, We hope you are doing well! We are happy to announce that you can now send SMS notifications to your customers right from Zoho Subscriptions. To facilitate this, we've integrated with Twilio, a leader in the business communication space.

    • What's new this December in Zoho Subscriptions

      The year is almost over and we here at Zoho Subscriptions have released new features and updates on the month of November. Let's take a look at the features we have worked on in the past month. Zendesk Integration The Zoho Subscriptions app for Zendesk allows your customer support executive to access customer details in an instant. You will be able to view the customer information from Zoho Subscriptions right from your ticket view. On enabling the integration, you will be able to: Get your customer

    • Recent Topics

    • E-Invoicing in Belgium with Zoho Inventory

      Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. Invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing Works

    • Employee ID is not correct in get records api V2 for leave

      Hi Team, We are facing an issue when calling the Get Records API V2. The employee.id returned in the response is not the actual employee record ID in Zoho People. As a result, our integration is forced to make an additional Get Record API call for every

    • Formatting Mailing Labels

      I want to use the "Print Mailing Labels" function on the drop down list, but I am not seeing a way to change the formatting on the mailing labels. At the moment, the information that appears on the mailing labels ARE NOT mailing addresses, but random

    • Zoho People. Updating TabularData

      I am trying to update tabular data in the record. I always have the same response. I have checked many times. Section ID is correct. May be something wrong with request structure itself. Can someone help me. Body content type: form urlencoded query params

    • Canvas View - Print

      What is the best way to accomplish a print to PDF of the canvas view? Latest update (27th November 2025): We are excited to announce that the Canvas Print View is now available! We encourage you all to try it out and share your feedback with us. Learn

    • New to automation - please help

      Hi there! We are new to automations in Zoho. We built out one automation campaign and it seems to be firing off for some people but others not. Please advise what's the best practice or if anything we should tweak. Thank you so much!

    • Zia Conversation Summary: Context at a glance for every customer interaction

      Hello everyone! Every customer conversation tells a story—but in CRM, that story is rarely in one place. A sales rep moving between multiple leads has to reopen long email threads, check call remarks, and revisit meeting notes just to remember what was

    • How to update Multi File upload field

      Assume that i have a multi file upload field,how can i update the same field again?

    • How to set a fixed width of column/cells

      Is there a way to set a 'fixed' width for cells in zoho sheet?   I know how to adjust the size of the colums.... but after I past a large block of text into a cell, it expands the cell size again. (yes, I have turned off word wrap)   How can I set a fixed width so the cells don't change size each time I add data to a cell?   Thanks.

    • Workdrive Oauth2 Token Isn't Refreshing

      I have set up oauth for a bunch of zoho apis and have never had a problem with oauth. With workdrive i am using the exact same template i usually use for the other zoho apps and it is not working. All requests will work for the first hour then stops so

    • Single Portal for Multiple Apps

      Hello, I'm just getting started with Zoho and I'm very overwhelmed. I am currently using the free trial of Zoho One, but if I can figure it out, I intend to upgrade to the paid version. Zoho One, of course, gives me  access to an entire suite of services/applications. One of the things I'd like to do is have a single place for clients (customers?) to log in and view current projects, invoices, contact information, etc. A single login for my clients. A single portal. I've come across documentation

    • 【開催報告】 大阪 ユーザー交流会 2025/11/20（木）Zoho CRM Plus 活用のアイデアとデータの“見える化”

      皆さま、こんにちは。コミュニティチームの中野です。 11/20（木）に、大阪 ユーザー交流会を開催しました。本投稿では、その様子をお届けします。 当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。 （Zoho 社員セッションの登壇資料については、11/28(金)に開催予定の東京回の開催報告で共有いたします） 今年2回目の開催となる大阪 ユーザー交流会では、株式会社KDDIウェブコミュニケーションズ 山田さんによる Zoho CRM Plus の事例セッションのほか、「Zoho

    • Every rating counts: Shaping customer experience

      We are back to that beautiful time of the year. It is the season to reflect, be thankful, and appreciate everything that has happened throughout the year. Thanksgiving is a time we connect with our family, friends, and relatives to strengthen relationships,

    • Paging through API results. a major gap in your documentation.

      There is no way for me. to get all of my data through a single API call. Typically REST APis have mechanisms for paging through API results. But the documentation for the API I am using: https://desk.zoho.com/DeskAPIDocument#Introduction Has no mention

    • How to remove duplicate contacts

    • Custom Field for Subscription

      Hi, I can't find a way to add a custom field (to contain a license key generated from our software) against a subscription? Is the only place to add this information in the Invoice module (as custom field for invoice)? When a customer views his subscription via the customer portal, there appears no way to display a license key for them? The invoice is not the natural place to store a license key for a particular subscription, so where else can this be stored and displayed?

    • Custom View and Custom Fields on Zoho Books

      Hi, I have some custom fields on Estimates and Invoices. I also use Custom Views so I can have a lot of information at a glance. I want to include my custom fields as columns in my custom views of estimates / invoice, but it looks like is not possible.

    • Dropdown data depends on filters in another field.

      In my quote form I have a lookup field called Reseller that pulls from Accounts. I would like it to pull from Accounts, but only those accounts with an account field 'Type' where that is 'Reseller'. Does anyone know a way to do this? Similarly, I'd like

    • Is it possible to adjust the web browser tab title (when a ZoHo Desk ticket is opened)

      Hi All, When I open a ZoHo Desk ticket in a web browser, the tab title (text that appears at the top of the browser tab) uses the logic: *company icon picture* (xxxx) #ticket number - company name See below (highlighted in red) for reference. Company

    • Collections Management: #7 Common Mistakes during Payment Collection

      Payment collection may appear straightforward in most cases. Still, as your customer base expands and transaction volume increases, it becomes clear that even small inefficiencies can lead to delayed payments, increased support load, or even revenue loss.

    • Sortie de Zoho TABLE ??

      Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??

    • Rename Record Summary PDF in SendMail task

      So I've been tasked with renaming a record summary PDF to be sent as part of a sendmail task. Normally I would offer the manual solution, a user exports the PDF and uploads it to a file upload field, however this is not acceptable to the client in this

    • Limitation with Dynamic Email Attachment Capture

      I've discovered a flaw in how Zoho Creator handles email attachments when using the Email-to-Form feature, and I'm hoping the Zoho team can address this in a future update. The Issue According to the official documentation, capturing email attachments

    • Recruit API search

      Hi all, Attempting to call the search api endpoint from Postman using the word element as mentioned in api docs Search Records - APIs | Online Help - Zoho Recruit When making the call to /v2/Candidates/search?word=Saudi receive response of { "code": "MANDATORY_NOT_FOUND",

    • Text/SMS With Zoho Desk

      Hi Guys- Considering using SMS to get faster responses from customers that we are helping.  Have a bunch of questions; 1) Which provider is better ClickaTell or Screen Magic.  Screen Magic seems easier to setup, but appears to be 2x as expensive for United States.  I cannot find the sender id for Clickatell to even complete the configuration. 2) Can customer's reply to text messages?  If so are responses linked back to the zoho ticket?  If not, how are you handling this, a simple "DO NOT REPLY" as

    • Custom Field in Zoho Projects pulling into Analytics

      We have a client that we have built our their new business process using Zoho Projects, and we have build a lot of custom fields with their their Projects where they are capturing specific data points that we want to be able to track and pull data, as

    • Marketer's Space - Holiday season email marketing tips you should know

      Hello Marketers! Welcome back to another post in Marketer's Space! 'Tis the season—that time of the year everyone eagerly anticipates. While most look forward to relaxing, marketers will be super-busy from late November to early January. Mistakes can

    • Zia Competitor Alerts made easy with Zia's suggestions

      Hi everyone, In addition to the existing manually added competitors, Zia will now find your competitors for you - instantly. Earlier, you had to identify competitors through research manually, support tickets, or tradeshows—a time-consuming process that

    • Add Custom Field Inside Parts Section

      How to Add Custom Field Inside Parts Section in Workorder like Category and Sub- Category

    • Zoho CRM Community Digest October 2025 | Part 2

      Hello Everyone! From new mobile capabilities and smarter integrations to real-world workflow fixes and developer insights, all the highlights from the second half of October is covered right here. Let’s dive in. Product Updates: Zoho CRM Mobile Updates:

    • Understanding Zoho Contracts

      Effective contract management relies on systems that are structured, organized, and reliable. Every feature, workflow, rule, and restriction in Zoho Contracts are designed the way they are to ensure consistency, compliance, and control across every stage

    • Tip of the Week #76– Automate your inbox during vacation in Zoho TeamInbox

      When you're on vacation or away from your desk, the last thing you want is for important emails to be missed or left unanswered. The good news is, you can easily set up rules in Zoho TeamInbox to assign incoming messages automatically to a teammate who's

    • Domain restriction for User Management actions in Zoho One

      Greetings, Zoho One Admins! To strengthen account security further and safeguard user management settings, we are imposing domain-based restrictions for user account-focused admin actions in Zoho One. In addition to password reset of user, organization

    • Zoho Mail iOS app update: Signature

      Hello everyone! In the latest version(3.1.7) of the Zoho Mail app update, we have brought in support to create, edit and remove signature within the app. You can create signature from the compose screen as well as from within the Settings module(inside

    • Copy paste from word document deletes random spaces

      Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without

    • Desktop app doesn't support notecards created on Android

      Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to

    • Approval Button in Subform

      Hi Team, I’m working on a subform-based requirement where users will submit requests, and these requests must go through approval by multiple team managers. Each line item in the subform needs to be individually approved or declined based on the user's

    • Setting checkbox value on template in Sign from Creator

      Good day, Please help me understand how do I set a tick from a checkbox in Creator into a checkbox on a Sign template. Below is the only values on the Sign template and the code from Creator, "field_boolean_data": {}, "field_date_data": {}, "field_radio_data":

    • Zoho Projects - Unread Comment Icon

      Hi Projects Team, It would be great if there was a notification I con on the comments icon so it's easy to see which tasks have new comments. Something like a red circle with a number of unread comments would be great. Thanks for considering my feed

    • Zoho Projects - Update Feed via API

      Hi Projects Team, Please consider adding an API to allow update and retrieval of messages to the Feed. Thank you

    • Next Page