Growth You can Count On: Zoho Billing's 2025 Journey

As we wrap up 2025, we’re reflecting on a year rooted in steady progress and meaningful growth for Zoho Billing. Every enhancement we have introduced was built to support scalable and reliable billing growth for your business. 

From launching the Enterprise Edition, to meet the evolving government mandates such as VeriFactu compliance in Spain and e-invoicing support for Belgium. Zoho Billing aims to strengthen core billing workflows, expanding integrations and insights with impactful updates, this year’s journey was all about building features you can depend on.

Here’s a look back at everything of 2025, each update is a step forward to a better billing experience.

This year, we introduced several updates to your billing management, focusing on giving you greater control on how your billing is handled. Let's explore more about how you can manage your billing operations.

Dunning Rules

Create up to six dunning rules and apply them based on customers, subscriptions, products, or invoices. This helps you personalize reminders, improve payment recovery, and reduce churn. Learn More 

Proration Breakdown in Subscription Summary
The proration breakdown in the subscription summary gives you a clear breakdown into charges when customers upgrade, downgrade, or make mid-cycle changes. This detailed view helps you understand exactly how amounts are calculated.

Identity Verification for Secure Public Links
Securely share invoices, retainer invoices, and quotes via secure public links. Customers must verify their identity before accessing the full PDF, ensuring sensitive financial information stays protected. Learn More 

Record Income TDS Without Linking It to an Invoice [In Edition]

You can now record income TDS payments independently, without linking them to a specific invoice. This added flexibility helps you accurately manage TDS entries when payment timelines differ from invoicing.

 

Send Payment Receipt PDFs Along With Payment Thank-You Emails

Attach the payment receipt PDF to the payment success email sent to customers. This helps improve customer experience, and reduce manual follow-ups.

Advanced Usage-based Billing [Early Access]
Advanced Usage-based Billing lets customers prepay for units that are consumed in real time as services are used. Designed for consumption-based models, it’s ideal for AI services, telecom, utilities, and SaaS businesses. Learn More

Documents Module in Zoho Billing

The Documents module lets you manage all your files from a single place. Upload or email documents, attach them to records, and organize everything neatly using folders

We have enhanced data, analytics, and reporting capabilities to help you gain deeper visibility into your business health. Here's what's new:

AI Summaries with Zia Insights
Zia Insights delivers AI-powered summaries that highlight trends, detect anomalies, identify top contributors, and forecast performance, helping you turn reports into actionable insights.This feature is available only for certain Zoho Billing plans. Learn More

GroupBy Option in Reports
With the Group By option, you can view only the total value of each group in Receivable Summary and Receivable Details reports. This helps you focus on high-level insights without being distracted by individual transaction details.

Revenue Recognition Module in Zoho Analytics
Zoho Billing now syncs Revenue Recognition data with Zoho Analytics, giving you deeper visibility into recognized and deferred revenue. This integration supports better forecasting and data driven financial decisions.

We've brought updates that make it easier for you to manage your customers,  organize their information, and improve communication. Explore what's new.

Federated Login for Customer Portal
Customers can now log in to the Customer Portal using trusted identity providers like Google, Microsoft, and LinkedIn, eliminating the need for separate credentials and improving login convenience. Learn More

Email Notifications in Different Languages 
Send email notifications in multiple languages by configuring preferred languages in your organization profile. This helps you communicate clearly with customers across regions. 

Web Forms for Custom Modules
Create web forms to collect data for custom modules and review submissions before approval. This simplifies data collection while maintaining control over what gets added to your system. Learn More

Custom Modules in Customer Portal

Customers can now access custom modules directly from the Customer Portal. You can control visibility, approvals, and permissions to deliver a tailored self-service experience. 

New capabilities have been introduced to streamline subscription operations and reduce manual effort. Let's explore.

Markup or Markdown Percentage for Subscription Renewals [Early Access]
Apply automatic markups or markdowns to subscription renewals. Once configured, Zoho Billing adjusts pricing at renewal cycles, reducing manual work and ensuring consistent pricing updates. Learn More

New Criteria for Subscriptions
New fields like Scheduled Cancel Date, Pause Date, and Reactivation Date can now be used in Custom Views. This makes it easier to filter, track, and manage subscriptions efficiently. 

Recurring Payments via UPI with Zoho Payments
Customers can now choose UPI for recurring subscription payments through Zoho Payments, offering a nativeand convenient payment option for renewals.

Postpone Subscriptions’ Billing Date
You can postpone a subscription’s next billing date and generate a prorated invoice for the extended period, giving you flexibility to handle special billing scenarios. Learn More

Set API Usage Thresholds and Notifications
Set daily API usage thresholds and receive alerts when limits are reached. Notifications can be configured for specific users or roles, helping you track API consumption with ease.

Proration Support For One Time Addons

One-time addons now support proration, this ensures that customers are charged only for the applicable usage period. This can be configured at the organization level for greater billing accuracy.

Extend Zoho Billing’s capabilities by integrating it with other applications to scale your business and streamline your billing operations. 

SurveySparrow Integration

Include surveys directly in your billing emails with SurveySparrow integration. Collect feedback effortlessly and turn customer responses into actionable insights. Learn More

Zoho Projects Integration

Sync customers, projects, tasks, timesheets, and users between Zoho Billing and Zoho Projects. Manage project billing and time tracking seamlessly from one place. Learn More

Sage Accounting Integration

Zoho Billing now integrates with Sage Accounting, enabling smoother data exchange and helping businesses maintain accurate financial records across systems.

Cliq Chatlet in Zoho Billing

With Zoho Cliq integrated directly into Zoho Billing, you can collaborate with your team without leaving the app, discuss customers, invoices, and transactions faster and more efficiently. Learn More

We are introducing new extensions that keep your data connected, helping you work efficiently and scale with ease.

Generate Fattura PA Files for Zoho Billing

This extension lets you generate Fattura PA–compliant XML files directly from Zoho Billing. It helps businesses in Italy prepare invoices in the required electronic format and stay compliant with local e-invoicing regulations.

Klaviyo Marketing for Zoho Billing

The Klaviyo Marketing extension syncs customers, subscriptions, and invoices from Zoho Billing to Klaviyo. This enables you to run targeted email and SMS campaigns, improve customer engagement, and drive retention using billing data.

Tally XML Exporter for Zoho Billing [Early Access]

The Tally XML Exporter allows you to export Zoho Billing data in Tally-compatible XML format. This simplifies data transfer to Tally and reduces manual effort in accounting workflows. 

 

New customization enhancements in Zoho Billing give you more control over pricing, data, and documents—making everyday billing tasks clearer, faster, and more flexible.

Apply Multi-Level Discount to Transactions

You can now apply discounts at both the line-item and transaction levels within the same transaction. This gives you greater pricing flexibility while maintaining accurate discount tracking. This feature is available only for certain Zoho Billing plans.

Dynamic Lookup Fields

Dynamic Lookup Fields let you control which records appear in lookup custom fields by defining specific criteria. With the option to show only records that match the criteria, you can ensure cleaner data selection and better accuracy across modules.

Custom Tables for Custom Modules

Custom tables in custom modules make it easier to manage structured, list-based data. You can add column, summary, and function fields to organize information and capture calculations efficiently.

Pin Columns in List Pages

You can now pin up to two columns on list pages when working with wide tables. This keeps key information visible while you scroll horizontally, improving readability and usability.

Image Custom Field

You can upload and attach images to transactions using an image-type custom field. These images appear in the transaction details view and can also be included in PDF templates for better documentation and clarity.

Customise PDF File Names

Customize PDF file names using placeholders, prefixes, or suffixes to follow your preferred naming conventions. This helps keep exported invoices and documents organized and easy to identify.

Enhanced Export Report Preferences

Exported reports can now be named and formatted more flexibly. You can display column headers on every PDF page and split report data into separate pages based on groupings, making reports clearer and more presentation-ready

Introducing the Zoho Billing Enterprise Edition

With the new launch of Zoho Billing Enterprise Edition live across the globe, we are now equipped to support enterprise scale transactions numbers, complex usage-based billing, and advanced analytics, giving you full control over the customer lifecycle.  Learn More

Here's What Enterprise Plan Offers:

- Leverage forecasts and AI insights to spot trends in revenue growth, customer LTV, churn and more.

- Manage global entities and bill customers worldwide without worrying about compliance or e-invoicing overhead.

- Experiment with different pricing models and figure out what resonated with your audience and increases revenue.

- Speed up invoicing and collections process with complete automation from invoicing to revenue recognition.

What Our Enterprise Customers Say   

 Launching the Singapore Edition  

Built for Local Compliance and Scalable Growth    

Zoho Billing launched the Singapore Edition. This aims to help businesses operate confidently within local regulatory requirements while supporting scalable subscription growth for businesses with their base location as Singapore. With built-in compliance features and region-specific enhancements, the Singapore Edition simplifies billing, reporting, and tax management, so you can focus on growing your business.

Stay Compliant with Invoicing Mandates  

In 2025, we strengthened Zoho Billing's e-invoicing capabilities to help you meet regional mandates with confidence. We introduced electronic invoicing support for Belgium and VeriFactu compliance for Spain. These updates ensure your invoices meet region-specific standards, making it easier to stay compliant. 

With our capabilities, you can:

- Stay compliant with country-specific invoicing regulations.

- Reduce manual errors with structured, automated invoices.

- Improve audit readiness with clear digital records

Learn more about how we meet Spain's VeriFactu compliance and Belgium's e-invoicing mandates.

Empowering Growth Through Expert-Led Sessions 

Throughout the year, we hosted a series of Zoho Billing webinars to help businesses simplify billing operations, improve customer experience, and build scalable revenue workflows. Each session focused on practical use cases, real challenges, and actionable takeaways. Learn More 

- Automate Payment Collection with Zoho Billing
This webinar showed customers how to automate recurring billing, payment reminders, and collections—helping them reduce manual effort and maintain steady cash flow.

- Customer Portal in Zoho Billing  
Customers learned how self-service portals empower end users to view invoices, manage subscriptions, and make payments independently—improving experience and speeding up collections.

- Contract & Subscription Management with Zoho

Participants learned how to connect contracts with subscriptions and invoicing, enabling better coordination between sales, finance, and billing teams.

iOS

1. Accept contactless payments with Tap to Pay for faster, in-person collections.
   
   
2. Zoho Billing Watch app launched, letting you stay on top of key billing updates right from your wrist.
   
   
3. Get notification summaries to quickly review important billing alerts without interruption.
   
   
4. Create invoices using natural language instructions, making billing faster and more intuitive.
   

Equipped For  iOS 26: Zoho Billing on Apple’s Latest OS  

Zoho Billing embraced Apple’s iOS 26 to deliver a smarter, more intuitive billing experience across Apple devices.

1. Create invoices faster with natural language input and smarter workflows.
   
   
2. Access records instantly using Spotlight search and shortcuts.
   
   
3. Capture and use images intelligently for items and documents.
   
   
4. Enjoy a refined experience across iPhone, iPad, Mac, and Apple Watch.

ANDROID

1. Launch and manage in-app purchases directly from your Android apps, enabling customers to subscribe and pay without leaving the app. [Early access]
   
   
2. Use the new In-App Kit (SDK) to quickly integrate Zoho Billing into your Android applications with minimal development effort.
   
   
3. Enable revenue recognition to track earned revenue accurately and stay compliant with accounting standards. [Early access]
   
   
4. Migrate advance billing promotions from invoices into your billing organization with a simple, guided migration process.
   
   
5. Accept contactless payments with Tap to Pay, supported via Stripe for faster, card-free collections. [Only available for certain editions]
   

 

WINDOWS

1. Windows now supports E-invoicing compliance for Belgium & VeriFactu support in Spain, helping you stay compliant with regional regulations and send invoices in the required electronic formats.
   
   
2. You can now use Advanced Reporting Tags to classify transactions better and generate more segmented financial reports. [Early access]
   
   
3. Mobile number field added to Retail Invoices, making it easier to capture customer contact details at the point of sale.
   
   
4. We now support progress invoicing, allowing you to create invoices in stages based on project milestones or completion percentage.
   

In 2025, Zoho Billing focused on strengthening the foundation while branching into new capabilities. As we move forward, we remain committed to helping your business grow, reliably, sustainably, and at every stage of your business journey. We look forward to continuing this journey of steady growth together.

Let us know your thoughts and feedback. We're excited to keep building better experiences for everyone! If you require any assistance, write to our dedicated support team at support@zohobilling.com - we'd be happy to help!

Cheers to a bright and productive 2026 ahead!

Best Regards,
The Zoho Billing Team

• Topic Participants

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