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
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Dwaipayan Bose
Mikhail Koval
Hari | Zoho Billing
Decorus-Pms
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 PlansZoho 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
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Whats the Time out Limit for API Calls from Deluge?
Hi Creator Devs, We are making API calls to third party server via Deluge. Getting this error message: Error at line : 24, The task has been terminated since the API call is taking too long to respond. Please try again after sometime. Whats the defaultHow to get the authorization code for domain transfer from Zoho?
I have transferred my domain from zoho to godaddy, and that needs a authorization code. I haven't got any mail containing that. How to get the authorization code from domain transfer? Thanks, ArunI have error AS101 when I try to add paypal@mydomain.com to Zoho
Please help me with this. I tried to call the help line 4 times but don't get any response.Tip #3: How to change your booking page language
Displaying your booking page in your target audience's language can greatly increase customer satisfaction. By speaking their language, you will help customers feel more comfortable scheduling with you and create a stronger connection with them. Let'sHow can I optimize a Zoho Site page for SEO when embedding external menu or restaurant links?
Hi everyone, I’m experimenting with building small content hubs on Zoho Sites and want to make sure I’m doing it in an SEO-friendly way. For example, I tried creating a page that highlights restaurant menu items and linked out to a resource like this:Diff signature for compose new email and replies
Hi, How do i have different signature for replies and new emails. its inconvenient to have one large signature for replies. Usually on Outlook we have the option to keep separate signatures for new emails and for replies.Zoho Website Site Speed Up & Setting
We are experiencing slow loading speeds on our Zoho website and would like assistance in optimizing its performance. Kindly review the site and suggest or implement necessary improvements to enhance speed, especially related to: > Caching mechanisms >Clickjacking: Zoho Vault's Response
Issue: Password manager browser extensions are found to be vulnerable to clickjacking security vulnerabilities that could allow attackers to steal account credentials, TFA codes, and card details under certain conditions. Reported by: Marek Toth, IndependentRefund
Hi There, Please refund me asap possible, because of no support given. Thank youNo option for pick up in Zoho Books / Inventory but yes on commerce
Is it planned to release soon on books/inventory?Accessing Zoho form enteries via API
Hi As a user I can view enteries to a form at: https://forms.zoho.com/<myOrganisation>/report/<myReportName>/records/web How do I access these entries via API? I don't have any problem with scope and getting tokens. But I have no idea what the API callBlueprint Issue - Being able to set a subform field as mandatory
I'm creating a blueprint. My record involves a subform which is only shown once field is set but the field gets set in step two of the process. My problem - I can't save the record as the subform field is set to mandatory - If I unset the mandatory field,Blueprint - Mandatory file upload field
Hi, File upload (as we as image upload) field cannot be set as mandatory during a blueprint transition. Is there a workaround? Setting attachments as mandatory doesn't solve this need as we have no control over which attachments are added, nor can weZoho Books - Include Quote Status in Workflow Field Triggers
Hi Zoho Books team, I recently tried to create a Workflow rule based on when a Quote is Accepted by the customer. This is something which I thought would be very easy to do, however I discovered that Status is not listed as a field which can be monitoredZoho Books - Show Related Sales Orders on Quotes
Hi Books team, I've noticed that the Quotes don't show show the related Sales Order. My feature request is to also show related Sales Orders above the Quote so it's easy to follow the thread of records in the sales and fulfilment process. Below screenshotAdd VAT/Tax line to bank adjustments
When categorising transactions and matching bank feeds with transactions such as customer payments, we use the "Add Adjustment" to add things like fees/bank fees. It would be useful to choose a VAT/Tax rate here. Whilst there is a bank charges option when adding a payment, this goes into the default bank charges account. We use the adjustments so that we can choose the account and separate our fees. We use different card providers and Worldpay charges VAT so we are stuck. We cannot integrate withNew Menu Layout Feedback
I'd really like to see the banking item back on the top of the menu. I'm sure part of it is just because that's what I'm accustomed to. However, for a bookkeeping program, I think there's a logic to having banking be on top. Not a giant issue, but somethingHow to use Rollup Summary in a Formula Field?
I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possibleForm Accessibility
Hi, is there an update on the accessibility standard of Zoho forms? Are the forms WCAG 2.1 AA compliant?Cannot schedule report delivery
The only 'send option' available when exporting reports is 'immediately' The option to schedule the report is missing.adding attachment in sendmail script where attachment is in a CRM field
Hi all, I have a custom field of type 'File Upload' in one of my modules in my CRM. I want to include the file in that field as an attachment to an email - which is done from a button on the 'Results' module. I have created a script and a button to initiate an email from that module. The Deluge scripting window has allowed me to add arguments for all the fields I need to use except for the one file upload type field. My script currently looks like the below (content of the email omitted). As you[Free Webinar] Learning Table Series - AI-Enhanced Insurance Claim Management in Zoho Creator
Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. Struggling with lengthy claim processes, a lack of visibility intoNot sure how to use credits to my account
Hi I have a $50 credit to my account. I'm just wondering how I can apply that to either a current invoice or to try a new service. Any advice would be great, thanks. Kind Regards ChrisControl who sees Timeline and Interactions in Zoho CRM through Profiles
The feature has been enabled for all DCs (except US, EU, and IN DCs). We will be rolling it out to the other DCs in the upcoming days. Dear All, In a CRM, not all users would require access to the history of a record. For instance, a Marketing OperationsZoho Desk Integration - Add the option to send the estimate from the Zoho Desk Ticket Integration
Hi, Currently in the Zoho Desk integration, the user is able to create an estimate from a ticket, once the estimate is created the user can see the estimate under the ticket (see screenshot below), but is not able to send that estimate from Zoho Desk.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.CRM Validation Rules Support Only Single Condition
Simply put, CRM validation rules support only a single condition for each field on "All Records". You also cannot specify additional validation rules on the same field because it has already been used in an existing validation rule. The ONLY solutionUnapproved Leaves are hard to distinguish in Attendance View
This is a an unapproved leave request It appears in the Attendance view without any visual indicator if its approved or not For a whole day request this might be manageable but for hourly requests it gets very hard to know which are approved, which arePerformance Appraisal Probation Period
Hello All, Is there any possible way to create an appraisal cycle for new staff members, at the end of probation period? Many thanks!Zoho Creatorの一括操作における処理の同期/非同期について
現在、Creatorのレポート機能を利用して、複数のレコードに対して一括で処理を実行しようとしていますが、処理の実行順序について確認したいことがあります。 レポート内の複数レコードに一括で処理を実行した際、処理は同期的に行われるのでしょうか？それとも非同期的に行われるのでしょうか？ 【同期処理の場合】 レコード①に対する処理が開始され、終了後にレコード②に対する処理が開始され、最後にレコード③に対する処理が実行されるように、処理が順番に行われる場合。 【非同期処理の場合】 レコード①、レコード②、レコード③の処理が一斉に開始され、それぞれ並行して処理が行われ、全処理が終了する場合。Mail Delivery Failed
Good morning, I have just set up an account with 5 users, however each time a message is sent to 1 user a m'mail delivery failed' message is generated. See below. Any ideas Thanks Rob This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. The following address(es) failed: robb@thesmartgroup.ae mailbox is full: retry timeout exceeded ------ This is a copy of the message,Delete commerce website
I need to delete a commerce website, but the only option is to click on settings, REQUEST DELETE, choose an urgency notice, add a message....AND THEN nothing, no way to send the request. Why is nothing simple!?!?! I just want to delete the store. TheAdding external users to Zoho Social under Zoho ONE licence - how to best achieve this
My client has a small business, and we are looking to implementing Zoho ONE with a single flexible user licence as that is all they really need and offers the best pricing for the range of modules we eventually wish to set them up with, one of which willHas anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?
Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. ItThis mobile number has been marked spam. Please contact support.
Problem Description: One of our sales agents in our organization is unable to sign in to Zoho Mail. When attempting to log in, the following message appears: This mobile number has been marked as spam. Please contact support at as@zohocorp.com @zohocorpWhat’s New in Zoho Inventory | April 2025
Hello users, April has been a big month in Zoho Inventory! We’ve rolled out powerful new features to help you streamline production, optimise stock management, and tailor your workflows. While several updates bring helpful enhancements, three major additionsWhen Zoho Tables Beta will be open to EU data center
Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!Pass current date to a field using Zoho Flow
I am trying to generate an invoice automatically once somebody submits a record in Zoho CRM. I get an error in the invoice date. I have entered {{zoho.currentdate}} in the Date field. When I test the flow, I get "Zoho Books says "Invalid value passedAPI: Mark Sales Order as Open + Custom Status
Hi, it's possible to create Custom Status (sub-status actually) states for the Sales Order. So you have Open, Void. Then under Open you can have Open, and create one called Order Paid, Order Shipped, etc etc...which is grouped under Open. I can use theMulti-Unit Inventory with Flexible Unit Selection (Purchase in One Unit, Sell in Another)
We need multi-unit inventory management in Zoho Books with the flexibility to choose units (e.g., Box or Piece) at the time of purchase or sale. For example, if 1 Box = 10 Pieces, we should be able to record purchases in Boxes but sell either in BoxesNext Page