What's New in Zoho Billing - November 2024
Hello everyone,
This month's what's new brings a bunch of new updates to Zoho Billing to improve your overall billing experience, ranging from Klarna payment method support to associating branch-specific logos. We have also launched our very own payment gateway, Zoho Payments, to make your payment collection process smoother. Keep reading to learn more.
Integrate Zoho Payments with Zoho Billing
Note: Zoho Payments is currently available in Early Access only in the US and India editions of Zoho Billing. Write to us at support@zohobilling.com to enable this integration for your organization.
Integrate your Zoho Billing organization with Zoho Payments to receive payments from your customers via UPI (India edition), cards, net banking and ACH Direct Debit (US edition). Once you configure Zoho Payments in Zoho Billing, it will also be enabled in all other Zoho Finance apps (Zoho Invoice, Zoho Books, Zoho Commerce, Zoho Checkout, and Zoho Inventory), allowing for a unified and seamless payment experience across all apps.
To integrate your Zoho Billing organization with Zoho Payments:
- Navigate to Settings > Online Payments > Payment Gateways.
- Click Set up Now next to Zoho Payments.
- Fill in all the required details, and click Submit.
Associate Branch-Specific Logos
Some companies use different logos for different branches to tailor brand identity for specific regions or market segments. If your business has multiple branches in different regions, you can now associate different logos for each branch.
To update branch logos:
- Navigate to Branches in Settings.
- Select a branch, and click the Branch Logo dropdown.
- Select Upload a New Logo.
Klarna Payment Method via Stripe
Note: This feature is not available in the India edition of Zoho Billing.
Your customers can now pay for their invoices using Klarna through Stripe. Klarna is a global payment method, which provides flexible payment options like Pay Later, installment payments and more. Even if customers choose to pay in installments or later, Stripe will transfer the full amount to the merchant instantly.
Supported Currencies: AUD, CAD, CHF, CZK, DKK, EUR, GBP, NOK, NZD, PLN, SEK, and USD.
To enable Klarna:
- Navigate to Settings > Online Payments > Payment Gateways.
- Click Edit Settings under Stripe.
- Click the Edit icon next to Payment Methods, and select Klarna.
Extend the Validity Period of e-Way Bills (India Edition)
The validity period of an e-way bill refers to the period within which the goods must be transported. Sometimes, due to unforeseen circumstances, like natural disasters or accidents, transportation can be delayed beyond this period. In such cases, you can extend the e-way bill's validity period directly from Zoho Billing by clicking Extend e-Way Bill from the e-way bill's Overview page.
Associate a Payment Form in Invoices [Mexico Edition]
The SAT has mandated that invoices must specify a payment form to indicate how the transaction will be settled for e-invoicing. You can now associate a payment form in invoices before pushing transactions to the SAT portal. Common payment forms include cash, credit card, and bank transfer.
To add a payment form, create or edit an invoice and select the payment method and payment form under Payment Details.
Introducing the Net Revenue Retention Report
You can now keep track of how well your organization retains customers and recurring revenue from them over a specific period using the Net Revenue Retention Report. This helps you get an overview of the company's long-term growth.
NRR Calculation:
NRR % = (Starting MRR + Expansion MRR - Contraction MRR - Churn MRR) / Starting MRR * 100
Validate Custom Fields Using Regex
You can now add validation for your custom fields using regex. This ensures that the values that are entered adhere to the required format, which helps validate values like phone numbers, or ZIP codes. You can also use this while importing data.
Here's how:
- Create or edit a custom field.
- Configure the regex validation in the Input Format field.
- Fill the other required details.
- Click Save.
Minimized Web Tabs
With our latest update to web tabs, you can minimize and view a web tab while navigating other modules within the app. This can be particularly helpful in cases where you might want to cross-verify data from a web tab, or follow instructions from a help document, if you have added it as a web tab.
Customize Keyboard Shortcuts
You can choose to customize keyboard shortcuts in your organization according to your preferences. You can also disable the keyboard shortcuts if you don't need them and enable them later. If you want to go back to the default shortcuts, you can simply reset them.
Share the Hosted Payment Page via QR Code
Now, you can share the hosted payment page by generating a QR code. You can also download the QR code to embed it in your websites, posters, banners, and other places to allow users to easily sign up to your product.
Other Enhancements
Update Branch Address
When you update a branch's address, you can choose to update it only in new transactions or update previously created transactions as well.
Print e-Way Bill PDF (Indian Edition)
You can now print or download the e-way bill directly from Zoho Billing for Generated, Canceled, and Expired e-way bills.
Resize Columns
Customize your organization's list pages by resizing the column width according to your needs. To resize a column, hover over the column header to get a resize icon.
Export Workflow Action Logs
You can now export your workflow action logs in CSV or XLS formats. This is helpful to debug failed workflow actions. You can also filter the logs by module, status, and date range.
Bulk Export Invoices as ZIP
You can now bulk export up to 100 invoices as a Zip file for your convenience. This helps in saving time by downloading all the invoices together instead of downloading the invoices separately.
Create Multiple Templates for Customer Statements
You can now create or clone multiple customer statement templates from PDF Templates under Settings.
We'd love to hear what you think about these features in the comments below.
If you require any assistance, please write to our dedicated support team at support@zohobilling.com – we'd be happy to help!
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
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
20067733248@zohoclosedAccount.com
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
Passing the CRM
Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine whenPaid Support Plans with Automated Billing
We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? TheDifferent form submission results for submitter and internal users
I'm looking for suggestions on how to show an external submitter a few results while sending internal users all the results from the answers provided by the external user. The final page of our form has a section with detailed results and a section withHelp Desk Services Solution
I am here looking for Help Desk services solution for organization. I also searched this on many different website and found many solutions. We are bit confused to which one to choose. One of my friend suggest me this platform, and i am hoping i willFacing Issues with Sites Mobile font sizes
my page renediaz.com is facing issues mobile view, when i try to lower font sizes in home page, instead of changing the size, it changes the line spaceRemove 'This is an automated mail from Zoho Sign' in footer
Hi there, Is it possible to remove or change the text under the e-mail templates? I can't figure out how to do that: Would love to hear from you. Kind regards, TristanFormatting and slow
Creating campaigns are difficult. I'm fairly computer literate but some of the way Zoho Campaigns formatting works is painful. Images fail to upload or are very slow. To top it off, syncing the contacts is a pain as well as temperamental links to create Segments. At this rate I'm afraid we might need to migrate back to Mailchimp.Default Ticket View - Table?
Guys, We mostly use the table view to queue tickets. Maybe I am missing it - but how can I set that view as 'default" for all our agents? Thanks JVBoost your Zoho Desk's performance by archiving tickets!
The longer your help desk operations are, the more likely it is to accumulate tickets that are no longer relevant. For example, ticket records from a year ago are typically less relevant than currently open tickets. Such old tickets may eventually leadPaste emails to create segment
We are moving over from Mailchimp to ZOHO. However Mailchimp allows me to create a segment by pasting in emails from excel (or importing a .csv) can I do the same in Mailchimp?COQL API in JS Widget only pulling 200 records
Hello! We've been building a custom homepage widget using the Zoho JS SDK, and it seems that this https://help.zwidgets.com/help/latest/ZOHO.CRM.API.html#.coql only allows 200 records. I thought the limit was 2000 for COQL queries, but am I mistaken?Getting the Record ID of a form once it is submitted - so that form can be edited later
In Zoho Forms, where can I access the record ID of a form once the form is submitted? - Record ID is not available in webhook payloads - It is not available to form fields, including in formulas - It is not available as a parameter in a thankyou pageAuto-Generate Line Numbers in Item Table Using HTML & CSS Counters (Zoho Books & Zoho Inventory Custom Templates)
<div> <style> /* Start counter from 0 inside tbody */ tbody#lineitem { counter-reset: rowNumber; } /* Increment counter for each row */ tbody#lineitem tr { counter-increment: rowNumber; } /* Show counter value in first column */ tbody#lineitem tr td:first-child::beforePossible to define default font and size in Zoho Campaigns?
Is it possible to define a default font (font, size and colour) for the text, H1 and H2 in Zoho Campaigns? For example: In a campaign, I add a text block, and the text is automatically century gothic, size 11, grey (6f6f6e) by default? Thank you!Zoho Sites - General Feedback
Hi Everyone-- Quick question for discussion: is it me or is working with Zoho Sites like entering the Twilight Zone? I've built many sites over the years, but this platform seems impossible. I've spent an entire day and a half trying to get a simple one-colorFile Upload field not showing in workflow
Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?You cannot send this email campaign as it doesn't have any eligible contacts in the selected mailing list. You can try adding contacts or choose other mailing lists.
please helpStrengthening the capabilities of CommandCenter in Zoho CRM Plus
When you look at the prospect-to-customer journey in most businesses 10 to 15 years ago, it was relatively straightforward. Many of us remember walking into a store, sharing our requirements with a sales associate, reviewing a few options, and makingWorld date & time format
Hello, Is there a timeline to get the worldwide used date and time format ? I mean not the american one... I mean day month year, and 24 hours clock. RegardsHow can Data Enrichment be automatically triggered when a new Lead is created in Zoho CRM?
Hi, I have a pipeline where a Lead is created automatically through the Zoho API and I've been trying to look for a way to automatically apply Data Enrichment on this created lead. 1) I did not find any way to do this through the Zoho API; it seems likeAnnouncing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.
Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,Any recommendations for Australian Telephony Integration providers?
HI, I am looking for some advice on phone providers as we are looking to upgrade our phone system, does anybody have experience with any of the Australian providers that integrate with CRM Telephony? So far we are looking at RingCentral and Amazon Connect, and would love to hear feedback on any of the other providers you might have tried. Thank youCRM Cadences recognise auto-responses
I have leads in a Cadence. I get an auto-responder reply "I'm out of the office..." Normally Cadences seems to know that isn't a real reply and keeps the lead enrolled in the cadence. However, today, Cadences has UNENROLLED a Lead who sent an auto-reponseZoho Campaigns Workspaces
Hi, I’m currently working on a Zoho CRM + Zoho Campaigns setup for a franchisee-based organization, where each franchise must only see and use its own contacts. At the moment, franchisees cannot properly access their contact lists in Zoho Campaigns unlessLimited System because of Limited Number of Fields for Car Dealership
Dear Zoho Support, we want to have all the information about a car inside of a car record. We want to have Zoho CRM as our single source of truth for our data, but the limited number of fields are not allowing that. The data consist of: technical dataAutomatically Update Form Attachment Service with Newly added Fields
Hi, When I have a Form Setup and connected to a 3rd Party Service such as OneDrive for Form Attachments, when I later add a new Upload Field I have to remove and redo the entire 3rd Party Setup from scratch. This needs to be improved, such as when newZoho CRM for Everyone's NextGen UI Gets an Upgrade
Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everythingNewsletter in multiple languages
Hi We are planning on starting to use Zoho Campaigns for our newsletters. Since we send our newsletters in three languages, I would need the "unsubscribe page" and other pages related to the NL (Thank you page and so on) to be available in different languagesFixed assets in Zoho One?
Hi, We use Zoho Books and have the fixed asset option in it. I started a trial for Zoho One and I do not see that as an option. Is the books that is part of zoho one equivalent to Zoho Books Elite subscription or is it a lesser version? Thanks, MattSet Default Status of Assembly to "Assembled" When Entered in UI
I've just discovered the new "confirmed" status of Assemblies within Inventory. While I understand the intent of this (allowing for manufacturing planning and raw material stock allocation), it was initially confusing to me when manually entering someI need to Record Vatable amount and non vatable amount separately in zoho books in a single line
I need to Record Vatable amount and non vatable amount separately in zoho books in a single line give me the customisation option and in invoice copy to customer the total amount should be inclusive 5%vat and no need to show the vatable and non vatableSort Legend & stacked bar chart by value
I'd love to see an option added to sort the legend of graphs by the value that is being represented. This way the items with the largest value in the graph are displayed top down in the legend. For example, let's say I have a large sales team and I createScanned Doc - selecting Item overwrites Rate
I have a Vendor Invoice which was uploaded to Documents. I select Add To > New Bill. The OCR is actually quite good, but it is reading an Item Description instead of an Item Number. I remove the description and select the correct Item Number... and itTimesheet invalid data error
Getting the "Invalid Date" error when trying to add a time sheet to an appointment in a work order. I initially though the work order was corrupt or something so I deleted the work order and recreated it. I added the first time sheet to the AP and savedConvert invoice from zoho to xml with all details
How to convert an Invoice to XML format with all detailsAny update on adding New Customer Payment Providers who support in store terminal devices?
Currently there is only one Customer payment provider listed for terminal devices in USA- Everyware. They charge a monthly fee of almost $149 minimum. Will you add other providers - like Zoho Payments or Stripe or Worldpay that would allow integratedDealing With One-Time Customers on Zoho Books
Hello there! I am trying to figure out a way to handle One-Time customers without having to create multiple accounts for every single one on Zoho Books. I understand that I can create a placeholder account called "Walk-In Customer", for example, but ICustomizing Helpcenter texts
I’m customizing the Zoho Desk Help Center and I’d like to change the wording of the standard widgets – for example, the text in the “Submit Ticket” banner that appears in the footer, or other built-in widget labels and messages. So far, I haven’t foundPassing the image/file uploaded in form to openai api
I'm trying to use the OpenAI's new vision feature where we can send image through Api. What I want is the user to upload an image in the form and send this image to OpenAI. But I can't access this image properly in deluge script. There are also some constraints"Temporary" Field Value?
I have a custom action in Form A report Detail View that passes the Rec ID and updates a Temp Record ID lookup field in the Form B record via openURL (and opens the Form B report in popup) . The updated Temp Record ID field value in Form B is then usedNext Page