Collections Management: #5 Convenience on Offer, using Self-Checkout

"Is this the right page? Oh, now, it wants my address again. Why am I being redirected?" These were the exact thoughts running through Karan's mind as he tried to subscribe to an application he genuinely liked.

He clicked "Buy Now", expecting a quick payment.

Instead, he moved through confirmation screens, personal fields, billing sections and multi-step redirects. Somewhere between step four and five, his excitement quietly faded into frustration.

Checkout friction isn't loud; it doesn't crash or error out, but it silently kills the conversion. Most people walk away at the final step or a step before, which in turn results in a loss of revenue for the business they were supposed to earn.

Zoho Billing solves this by transforming the checkout experience into something clean, modern, measurable and more customer-friendly. Zoho Billing ensures smooth signups, fewer drop-offs and a checkout process that feels as simple as the product being purchased.

Self-Checkout in Zoho Billing 

Studies find that customers nowadays expect two things from the checkout: clarity and speed. Zoho Billing supports this by offering flexibility in defining how the hosted page would look.

Multi-Page Checkout 

Multi-page checkout is perfect for businesses that need to collect more customer information or provide step-by-step guidance. Rather than overwhelming customers with a long form, Zoho Billing breaks the journey into logical, digestible steps.

Here's how it's powered:

User Verification: 

Multi-page checkout supports OTP based email. This ensures a secure checkout experience and reduces junk or fake purchase attempts. Zoho Billing also supports pre-filling existing customer data during checkout when user verification is enabled.

By pre-filling the customer data, it literally skips one step in the process, allowing a quick checkout. Pre-filling customer information is also powered by Google, so customers can fetch their details that are already saved with Google during checkout.

Suppose customers need to modify the existing information. In that case, Zoho Billing allows them to edit their Name, Contact number, Billing Address, and other custom fields in place by enabling a simple setting. If the address-switching option is enabled, the customer can choose a saved address before subscribing. So, no more manual entry of existing information again and no more duplicate records being pushed to the system.

Detailed Plan & Addon Pages 

Multi-page checkout clearly separates Plan details, addon selection, and customizable options into the Order Summary. Before customers proceed, Zoho Billing presents a transparent pricing summary that includes recurring subscription charges, setup or activation fee, add-on pricing, frequency, and total.

This helps businesses with multiple tiers, usage components or additional purchasable features to show what is being offered without confusion.

Addon Selection with Control 

Multi-page checkout provides an intuitive add-on selection step where customers can select an optional add-on, adjust its quantity, and follow the add-on's minimum and maximum quantity restrictions. This flexibility ensures customers tailor their subscription correctly while preventing configuration errors.  

Payment Method Section 

While Zoho Billing supports various payment modes like cards, UPI, net banking, wallet, ACH and PayPal, the payment screen is intentionally kept clean, minimal and easy to choose in the Payment information section.

The entire purchase process is set up as a sequence with a logical order to reduce checkout delays.

Skip Payment Information for Trial Subscription 

If a subscription begins with a free trial, Zoho Billing can automatically skip the payment step, allowing customers to activate the trial instantly. Customers can be notified during trial expiry to update their payment information. This is convenience at its best, and this can significantly improve trial signups.

Single Page Checkout 

For many subscriptions and digital purchases, customers prefer speed. Single-page checkout compresses everything into a single streamlined screen, allowing customers to review the plan, enter their personal details, and complete the payment. All in one place or on one screen.

This is specifically designed for high-volume purchases, mobile users, simple subscription plans, and customers who want to pay instantly.

Taking Checkout to the Next Level 

Meta Pixel Support 

Zoho Billing now supports Meta Pixel for multi-page checkout templates, in addition to Google Analytics.

This opens the door for advanced customer tracking. One can track,

• Customer behaviour insights at each checkout step.

• Better ad-to-purchase attribution.

• Target customers who dropped off.

• Understanding campaigns' ROI with more precision.

 For subscription businesses, this is a massive step towards a tighter marketing performance loop.

Check out using QR Code 

Hosted pages can now be shared via QR Code, along with the existing link, buttons and iframe option. 

The QR code can be downloaded and embedded in websites, brochures, packages, posters, and even event venues. A simple scan takes the customers directly to the checkout, which is perfect for businesses that attract customers virtually and through events.

Abandoned Cart Tracking 

Zoho Billing records customers who begin checkout but don't complete the purchase. Businesses can track,

• Where customers drop off

• How far they progress

• Which step causes the friction?

• How often does this happen?

These insights help teams refine the flow or craft re-engagement strategies. Even a 5-10% recovery can significantly boost MRR.

Clear Purchase Acknowledgements 

Once the customer completes payment or activates their subscription, Zoho Billing leads them to a fully customizable Thank You page. It provides a clear summary of what they purchased, including the amount charged, subscription plan details, the next billing date, and the purchase acknowledgement. This reduces post-purchase confusion, builds trust and completes the checkout journey with clarity.  

Convenience implies Growth 

Modern customers reward convenience. They expect a payment flow that feels intuitive, fast and secure. Zoho Billing brings that convenience by offering it more flexibly. Businesses can choose between simple or multi-page checkouts, customise the page with the data they require, enable smarter tracking of customer behaviour, and, on top of it all, enjoy quick and secure payment processing.

The result is a checkout experience that is not just functional but predictable, automated, friendly and scalable. 

Up Next: Value Addition on Reactivation

• Topic Participants

• Hari Hara Sudhan. S

  

• Sticky Posts

• Community Learning Series | Digest #5 — September 2020

  Dear customers, We're happy to bring you the September edition of our #CommunityDigest! Keep track of your subscription KPIs right from your smartphone: Last month, we enhanced our Android mobile app to help our customers get daily updates on their business health. We got to know from a lot of customers that this has made their job much more easier because they no longer have to keep a reminder to manually check on the previous day's revenue or activations. If you have not downloaded it yet, here's

• Community Learning Series | Digest #4 - August 2020

  Dear customers, We hope you're staying safe and healthy. I'm happy to bring you the fourth edition of our #CommunityDigest with some brand-new updates from us. 1. Daily Business Updates (for Android users) The Zoho Subscriptions Android app has got a cool new update: You can now get a push notification to your smartphone that lets you know how many activations and cancellations have taken place, and what's the net revenue for the previous day. The best part is, you can tell the app when exactly you

• Community Learning Series | Digest #3 - July 2020

  Dear customers, We hope you're staying safe and healthy. We're glad to bring you the July edition of our #CommunityDigest. New community members can view our previous newsletters here. This time, we have two major updates and three interesting topics for you: 1. Zoho Subscriptions Developer Community Since the inception of Zoho Subscriptions, our team believed that the recurring billing platform we provide should be able to offer an extensive API library that empowers businesses to automate most

• Introducing: Community Learning Series | Digest #1 - May 2020

  Dear customers, We hope you are staying safe and healthy. Helping businesses manage their customer subscriptions more efficiently has always been, and always will be, our goal at Zoho Subscriptions. We strongly believe this is possible if we grow together as a community and share what we know with each other. To nurture this shared learning experience, here is our brand-new Community Learning Series! ​ Welcome to the first edition of our digest! Each edition of our community digest includes guides

• Recent Topics

• email association with CRM

  Why is it 2024 (almost 2025) and Zoho has not figured out how to integrate email with CRM? It is so inconsistent at associating emails within CRM. I am an attorney. I have clients and work with other attorneys. Attorney John Doe is associated with multiple

• Fix the speed

  It takes ages to load on every step even though my dataset is quite small.

• Credit Note for Shipped and Fatoora pushed invoices

  We have shipped a Sales Order and created an Invoice. The Invoice is also pushed to Fatoora Now we need to create a credit note for the invoice When we try it, it says we need to create a Sales Return in the Zoho Books, we have already created a Sales

• Whatsapp Connection Status still "Pending" after migration

  Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?

• FSM - Timesheet entires for Internal Work

  Hi FSM Team, Several of my clients have asked how they can manage internal timesheets within Zoho FSM. Since their technicians already spend most of their day working in FSM, it would be ideal if they could log all working hours directly in the FSM app.

• Add a way of clearing fields values in Flow actions

  It would be great if there was an option to set a field as Null when creating flows. I had an instance today where I just wanted to clear a long integer field in the CRM based on an action in Projects but I had to write a custom function. It would be

• Role Management

  I am creating an analytics dashboard for a company that will be utilized by its various departments such as Finance, Marketing, and HR. My goal is to design the dashboard with separate tabs for each department. Additionally, I plan to implement role-based

• Link Contacts to Billed Accounts

  Hello, I want to do a survey on all my customers of 2025. For that I want to select all contacts linked to accounts who where billed in 2025. How to I create this link to I can then use Zoho Survey with this database of contacts?

• Highlight a candidate who is "off limits"

  Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,

• Announcing new features in Trident for Windows (v.1.37.5.0)

  Hello Community! Trident for Windows just received a major update, with a range of capabilities that strengthen email security and enhance communication. This update focuses on making your mailbox safer and your overall email experience more reliable.

• Early Payment Discount customize Text

  Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.html

• Automatic Matching from Bank Statements / Feeds

  Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these

• Deprecation of SMS-based multi-factor authentication (MFA) mode

  Overview of SMS-based OTP MFA mode The SMS-based OTP MFA method involves the delivery of a one-time password to a user's mobile phone via SMS. The user receives the OTP on their mobile phone and enters it to sign into their account. SMS-based OTPs offer

• How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

  Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.

• DKIM Now Mandatory - Changes to Zoho Forms Email Policies

  Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering

• Ability to assign Invoice Ownership through Deluge in FSM

  Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This

• Workflow Down/Bug

  We have a workflow that sends an email to one of our internal departments 10 minutes after a record is created in a custom module. The workflow actually works correctly. However, we have now noticed that on January 8, between 3:55 p.m. and 4:33 p.m.,

• Call description in notes

  When completing a call, we type in the result of the call in the description. However, that does not show up under the notes history on the contact. We want to be able to see all the calls that have taken place for a contact wihtout having to go into

• 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

• Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

  Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

• Email Address for Contact not Populating

  When I click "Send Mail" from a Contact's page, their email address does not auto populate the "To" field. How do I make this happen?

• New in CRM: Dynamic filters for lookup fields

  Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this form

• Why hybrid project management might be the best fit for you?

  Project management techniques are designed to equip teams with proven methods for easy and efficient project execution. While management teams may have apprehensions about adopting the hybrid method of project management, we’ve compiled the top reasons

• Allow all Company Users to view all projects, but only owner/admins can change projects

  I was wondering if there was a permission setting I could adjust to allow all our company users to see all projects created. Then, only the project owners and admins with the change permission. Thanks

• Fail to send Email by deluge

  Hi， today I gonna update some email include details in deluge, while this msg pops up and restrict me to save but my rules has run for one year. I dont care why zoho suddenly add this useless limit, but can you tell me how to use one of our admin account

• Seeking help to be able to search on all custom functions that are defined

  Hello I have a lot of custom functions defined (around 200) and i would like to search some specific strings in the content of those. Is there a way to accomplish that? If not, is there a way to download all existing custom functions in some files locally

• Totals for Sales Tax Report

  On the sales tax report, the column totals aren't shown for any column other than Total Tax. I can't think of a good reason that they shouldn't be included for the other columns, as well. It would help me with my returns, for sure. It seems ludicrous

• CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

  Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),

• Add Bulk Section / Grid Layout Duplicate Feature in Zoho Forms Builder

  Currently in Zoho Forms, users can only duplicate individual fields. There is no option to duplicate an entire section or two-column/grid layout with all internal fields. This becomes inefficient when building structured forms such as Family Details,

• Leistungsdatum in Rechnungen (Zoho Books)

  Hallo, ist es irgendwie möglich den Leistungszeitraum in der Rechnung aufzuführen? Beste Grüße Aleks

• Zoho Trident Windows - Streams Not Visible

  Namaste We’re having an issue with Streams not being visible in Trident (Windows), which is important for us as we share many emails internally. It appears that the feature to show Streams above the Inbox folder, as seen in the default mailbox view, is

• Sales IQ Chat Widget is Only Displaying Last Name

  Can anyone suggest why the widget is only displaying "last name"?! We have the latest version of the wordpress plugin installed. Thanks Thanks!

• Shopify - Item sync from Zoho Inventory

  Hi team, We’ve connected Shopify with Zoho Inventory. We want that when an item is created in Zoho Inventory, it must create a product in Shopify. But currently, new items created in Zoho Inventory are not getting created in Shopify even after clicking

• Bulk upload image option in Zoho Commerce

  I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enter

• Is it possible to setup bin locations WITHOUT mandating batch tracking?

  Hi fellow zoho users, I'm wondering if anyone else has a similar issue to me? I only have some products batch tracked (items with shelf life expiry dates) but I am trying to setup bin locations for my entire inventory so we can do stock counting easier.

• Kill zoho meeting

  Saying the quiet part out loud. Can zoho please just give up on the idea that they can make a meeting platform and just make our workplace licenses cheaper when you remove it so people can switch to zoom or teams. Tired of the excuses, you guys cant make

• Utilisation de Zoho en conformité avec l’article 286 du Code général des impôts (CGI)

  Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.

• Unable to Create Task as a Support Administrator

  Hello! I want to ask for help regarding creating tasks within the tickets. I am by default the Support Admin. I should be able to create tasks or activities right? But there's a prompt that I need to contact the Administrator. See photos for reference.

• Introducing Forms in Zoho Sheet

  We hereby bring you the power of ​forms in Zoho Sheet. ​Now, build and create your own customized forms using Zoho Sheet. Be it compiling a questionnaire or rolling out a survey, Zoho Sheet can do it all for you. Forms is an excellent feature that helps you collect information in the simplest of ways and having it in Zoho Sheet takes it a notch higher. Build Simple yet Powerful forms Building forms using Zoho Sheet is fairly simple. The exclusive 'Form' tab lets you create one quickly. Whether you

• Layout one survey question in a time & redirect next Page based on previous response

  I have doubt while, I am scripting survey on the Zoho where I redirecting to next page based on my previous response but didn’t get success on this. Please help me on this and tell me how I layout one survey questions in a time when I submit response

• Next Page