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

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