What's New in Zoho Billing | Q3 2025

What's New in Zoho Billing | Q3 2025

Hello everyone, 

We are excited to share the latest set of updates and enhancements made to Zoho Billing in Q3 2025. From the latest GST updates to multi-level discounting, Zia-powered report summaries, and customizable web forms, these updates are designed to make your billing operations faster and more intuitive.

If you missed the previous updates, you can check out What's New in Zoho Billing Q2 2025.

Scan To Add Items in Invoices

Zoho Billing now supports the Scan Items option in invoices, allowing you to quickly scan and add them to invoices. You can also scan an item multiple times to increase its quantity in the existing line item.

You can find it in: Sales > Invoices > Edit or create an invoice > Scan items. 



Apply Multi-Level Discount to Transactions

You can now apply discounts at both the line-item level and the transaction-level simultaneously. This means that you can offer specific discounts on individual items or services while also applying an overall discount to the entire transaction. 

Let's say you run a weekend sale and would like to provide a 10% discount for some items and offer a 5% transaction level discount as a part of your weekend sale. You can do this using the Multi-Level Discount option.

Go to Settings > General > Do you give discounts? > At Line Item Level and at Transaction level.



Gold Movements is Now Supported in e-Way Bills [India Edition]

You can now generate e-way bills for gold intra-state movements in Zoho Billing.  

Set the threshold value for generating e-way bills when transporting gold items within the same state. You can then start creating e-way bills for gold movements from the e-Way Bills module under Sales on the left side bar.

Here's how you can configure the threshold: Go to Settings > e-Way Bills > GSTIN which is connected to the e-Way Bill portal > Configure Threshold.


Access Widgets in Your Preferred Language

We’ve enhanced language customization to help you have a localized experience when accessing widgets.

You can define key–value pairs in language-specific JSON files (for example, en.json, ta.json, etc.) and display the widget content based on your organization’s language.

Create language-specific JSON files with key–value pairs and upload them into your widget when you access the widget, and the content in your widgets will automatically appear in that language.


Postpone Subscriptions' Billing Date

You can now change the Next Billing Date of subscriptions. When you change, it you can view the charges for the extended period and choose how you would like to handle the charges.

You can:

  • Choose to charge for the extension; a prorated child invoice will be generated based on the length of the extension.

  • Or, you can choose only to change the billing date. This will add the prorated amount to the invoice generated on the next billing date.

This gives you more flexibility in managing billing dates. You can also view the prorated amount for the adjusted days before charging your customers.

​

View Proration Break-Up in Subscription Summary

The Subscription Preview page has been enhanced to give a clearer view of prorated charges for plans and addons. The summary section now shows the detailed proration break-up for each plan and addon. To see this, go to the view full details in the Subscription Preview page.


Introducing PayNow Payment Method

We now support PayNow as a payment method via Stripe integration. PayNow is a Singapore-based payment option that lets your customers pay in SGD by scanning a QR code through supported banks and non-bank financial institutions.

Note: This payment method is not supported in the India edition of Zoho Billing.

Generate AI Summaries with Zia Insights

You can now use Zia Insights to generate AI-powered summaries, detect anomalies, spot top contributors, compare performance over time, and forecast trends within reports. Zia Insights can identify any unusual spike or dip in your reports, highlight the possible cause, give region-specific analysis, and can also predict future trends based on your organzation's records. Learn More


Increase API Limits From the API Dashboard

Admins can now temporarily increase API limits directly from the API Dashboard. You can boost your API limit by 50% of your current plan for one week, with automatic reset afterward. You can request multiple boosts consecutively once the previous one expires and can also purchase additional API addons directly from the dashboard.

This enhancement provides greater control, faster response to usage surges, and a streamlined workflow to keep your operations running smoothly.

To increase your API limits, go to Settings > API usage > Purchase API Add-on or Increase API Limit Temporarily.

Lookup Custom Fields Support for Locations

We've now introduced lookup custom fields for Locations. You can now use lookup custom fields for Locations in both Custom Fields and Custom Modules.

While creating a new custom field, select Lookup as the data type and select Locations from the Module dropdown. While creating a custom module, add a section to your module and select Locations.


Customize PDF File Names

You can now customize PDF file names during export. You can set how your PDFs should be named using placeholders of transaction numbers, dates, customer names, organization names, and salesperson names.

To do this, go to Settings > Customization > PDF Templates > Configure Export File Name to set it up.



Create Web Forms for Custom Modules

We have introduced Web forms to collect and create records directly in a custom module via a unique link. You can configure layouts, success actions, and CAPTCHA. Once the web form is created and the unique link is generated, users can access and submit data. The submitted data will be stored in the module upon approval. Learn More

Navigate to Settings > Developer & Data > Web Forms to create a new Web form.


Other Feature Enhancements

  • Zoho Billing now supports the new GST slabs. Migrate to the revised 18%, 5%, and 40% slab, using the banner of your organization to update rates (via HSN/SAC), preview changes, schedule migration, track progress, and download audit-ready files.

  • You can now use the column customization and custom views in Timesheet, allowing users to select preferred columns and create personalized views for easier timesheet management.

  • We have enhanced our Custom Modules, you can now attach up to 10 documents for each record in your custom modules. Learn how it works.

  • Zoho Billing now supports custom views for Sales Receipts, allowing you to personalize and organize your sales receipt list view.


We hope you enjoy exploring these new features and enhancements in Zoho Billing! Each update is designed to make your billing experience simpler, smarter, and more efficient.


We’ll be back with even more improvements as we continue to elevate your billing and subscription management experience.


You can also visit the What's New timeline for bite-sized information about our previous feature updates and enhancements. If you require any assistance, please write to our dedicated support team at support@zohobilling.com – we'd be happy to help!


    • 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

    • Zoho LandingPage is integrated with Zoho One!

      Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,

    • Android app sync problem - multiple devices have same problem

      Hello, I am having a problem with synchronization in the Android app. When I create a drawing, the data does not sync correctly—only a blank note is created without the drawing. I tested this on multiple devices, including phones and tablets, and the

    • How can i resend a campaign to only one of the recipients on the original campaign

      How can i resend a campaign to only one of the recipients on the original campaign ? Sincererly, Mike

    • Notes badge as a quick action in the list view

      Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

    • How to show branch instead of org name on invoice template?

      Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?

    • Create CRM Deal from Books Quote and Auto Update Deal Stage

      I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted

    • Marketing Automation Requirements Questions

      I would like to set up a multi-email drip campaign- please see the structure below and confirm if I can achieve this set up in Zoho marketing automation. Where applicable, highlight gaps and workarounds. Thanks Drip email campaign- Can I create one drip

    • Sharing URLs and direct access

      Hello, I am storing my team's email signature images on Workdrive. I am creating a public image download share and adding “?directDownload=true” so that the image can be accessed without the Workdrive interface. A few questions: 1) Can we generate friendly

    • how to change the page signers see after signing a document in zoho sign

      Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!

    • Question about using custom_fields in Storefront Add-to-Cart API (error 2003 – required details)

      Hi everyone, I’m working with the Zoho Commerce Storefront API, specifically the Add to Cart endpoint: POST /storefront/api/v1/cart According to the documentation, this endpoint supports a custom_fields parameter for adding line-item custom data. I’m

    • No funcionan correctamente el calculo de las horas laborales para informe de tickets

      Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de

    • Can a project be cloned?

      Good afternoon, greetings. I would like to ask if it's possible to clone a project in Microsoft Project. I found a way to do it using templates, but I'm not sure if there's a direct way to clone a project. Thank you in advance for your attention, and

    • Timesheet Tasks in Zoho Books: associate to service item

      How do we associate a service item to timesheet tasks in Zoho Books? For example: Joe spent 5 hours on project:task1 which is Service Item#1 (Income:Service1). When the invoice is issued thru the Project Invoice section, this is not available. When the

    • Why Sharing Rules do Not support relative date comparison???

      I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static

    • Task/Activity indicator in SalesPipeline overview has disappeared

      I Just logged in my ZOHO CRM first 2026 checking my salespipeline overview , Every record card used to show an indication that there was an open task (Yellow if the expiry date was close, red if the expiry date was today and grey when it had expired).

    • Tip #56- Accessibility Controls in Zoho Assist: Hearing- 'Insider Insights'

      As we begin the new year, it’s a great time to focus on making our tools more inclusive and accessible for everyone. Remote support often involves long hours in front of screens, varying lighting conditions, and users with diverse accessibility needs.

    • JWT Token authentication problem that sometimes generates infinite redirect loops

      Description : Nous proposons un bouton sur notre plateforme permettant de rediriger l'utilisateur vers le portail ZohoDesk via un jeton JWT pour une authentification transparente. Cependant, il arrive que certains utilisateurs soient pris dans une boucle

    • Zoho Desk Android app update: Table view for All Departments view, custom button

      Hello everyone! In the latest version(v2.9.25) of the Zoho Desk Android app update, we have introduced Table view for the 'All Departments' view in the ticket module. We also have supported an option that allows tickets in the Table view to be sorted

    • What's New - December 2025 | Zoho Backstage

      In December, Backstage introduced a focused set of updates that improve how you manage registrations, communicate with attendees, and track participation. These enhancements are designed to give organizers greater flexibility and clearer control across

    • Need code format to specify default values

      Can someone please direct me to the code syntax or the proper translation per the instructions circled below. These instructions don't seem correct.

    • Add multiple users to a task

      When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman

    • A Roundup of Zoho Sprints 2025

    • Issue with WhatsApp Template Approval and Marketing Message Limit in Zoho Bigin

      We are facing issues while creating and using WhatsApp message templates through Zoho Bigin, and we request your clarification and support regarding the same. 1. Utility Template Approval Issue Until December, we were able to create WhatsApp templates

    • Zoho desk desktop application

      does zoho desk has a destop applicaion?

    • Sorting Custom Date in API isn't working w pagination limit

      How can we sort a custom field with DATE using pagination? Starting at page=1 then moving to page=2 with a limit of 10 each, its all messed up and even shows some of the same records as page 1? https://www.zohoapis.com/crm/v2/INVOICE_MODULE/search?criteria=(FM_Contact_ID:equals:1234)&sort_by=Invoice_Date&sort_order=desc&per_page=10&page='

    • SAP Business One(B1) integration is now live in Zoho Flow

      We’re excited to share that SAP Business One (B1) is now available in Zoho Flow! This means you can now build workflows that connect SAP B1 with other apps and automate routine processes without relying on custom code. Note: SAP Business One integration

    • Enhancement in Role and Profile mapping of agents in Sandbox

      Hello everyone! We have brought in a modification in the way users are mapped to a particular role and profile in Sandbox. What has changed? When agents are copied from production to Sandbox: If a user's current role and profile is available in Sandbox,

    • The reason I switched away from Zoho Notebook

      My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital

    • Decimal places settings for exchange rates

      Hello, We are facing issues while matching vendor payments with banking feeds. As we often import products/services exchange rate comes into play. Currently, ZOHO allows only six digits for decimal places. We feel that conversions like JPY to INR require

    • Zoho removed ability to see all Scheduled Reports!

      If you are not the owner of a scheduled report, Zoho recently removed the capability to see each scheduled report. As an admin who relies on seeing all scheduled reports being sent, this is a terrible update. Now I cannot see ANY scheduled reports...even the ones I am being sent!!  This should be a setting for admins to control.  This is a bad update.

    • Please can the open tasks be shown in each customer account at the top.

      Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature

    • Automate Backups

      This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.

    • GCLID and Zoho Bookings

      Is there anyway to embed a Zoho Bookings signup on a landing page and pass the GCLID information? More specifically, can this be done using auto-tagging and not manual tagging the GCLID? I know Zappier has an integration to do this but is there a better

    • Merge Items

      Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.

    • Create PO from an invoice

      We are a hardware and software sales company which receives orders over the internet. We drop ship most of our products from a warehouse outside of our company. Our orders get sync'd into Zoho from our store via onesaas as invoices. It would be great

    • Blueprint or Validation Rules for Invoices in Zoho Books

      Can I implement Blueprint or Validation Rules for Invoices in Zoho Books? Example, use case could be, Agent confirms from client that payment is done, but bank only syncs transactions tomorrow. in this case, Agent can update invoice status to done, and

    • Resetting auto-number on new year

      Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!

    • Delivery and handling of documents e-stamped using Zoho Sign

      Hello everyone! Zoho Sign makes it easy to pay non judicial stamp duty online and automatically attach the digitally generated e-stamp challan to electronic documents. We also manage the delivery of physical e-stamped papers. We periodically receive these

    • The Social Wall: December 2025

      Hello everyone! As we wrap up the final edition of the Social Wall for 2025, it’s the perfect time to look at what went live during December. QR code generator From paying for coffee to scanning metro tickets, QR codes are everywhere and have made everyday

    • Custom AI solutions with QuickML for Zoho CRM

      Hello everyone, Earlier, we introduced Custom AI Solutions in CRM that let you access QuickML for your custom AI needs. Building on that foundation, we’ve now enabled a deeper integration: QuickML models can be seamlessly integrated into CRM, and surface

    • Next Page