What's New in Zoho Billing - November 2024

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


            Zoho Developer Community





                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                      • Ask the Experts



                                          Zoho Marketing Automation
                                                  • 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 Plans
                                                  • Zoho 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


                                                  Manage your brands on social media



                                                        Zoho TeamInbox Resources

                                                          Zoho DataPrep 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

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • Average Costing / Weighted Average Costing

                                                                                                    Hello fellow maadirs. I understand Zoho Books uses FIFO method of dealing with inventory costing, but do you guys have any plans to introduce average costing? We indians need average costing. It's part of our culture. Please. I beg thee. Thanks.
                                                                                                  • How Good Is Mail Search?

                                                                                                    I am thinking of switching to Zoho hosted mail. I have approx. 1.3G of mail in many hundreds of folders organized hierarchically. It goes up to 7 layers deep. I have to often pull up messages from previous years. Would I be able to search the entire content by using Zoho search? Right now I use an IMAP account. My desktop client is Thunderbird, the server is MailXchange hosted by 1and1. The server allows a multi layer structure, but the search function is useless. Because of that I have to use TB
                                                                                                  • Peppol Malaysia API

                                                                                                    Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers
                                                                                                  • Problem when condition with lookup field in Zoho Creator

                                                                                                    this is my code: if input.promotions1 != null { info input.promotions1; } And this my result: when i info input.promotion1 (which is a lookup field), it turn back nothing, so what type of this field is? normally i use the condition: if lookup_field ==
                                                                                                  • Multiple workflows based on stage?

                                                                                                    I am trying to have multiple things happen when I close a deal. First, I would like to send a thank you/coupon email to all deals that are closed. Second, I would like to create connected records in a separate pipeline for certain projects that qualify.
                                                                                                  • Integrate WordPress site as a Knowledge Base for Zoho Desk Suggested Articles

                                                                                                    Dear Zoho Desk Support Team, We'd like to propose a feature enhancement for the Suggested Articles system within Zoho Desk. This feature would allow seamless integration with a WordPress knowledge base, enabling relevant article suggestions for agents
                                                                                                  • Error 403 (forbidden) when using get ticket API on a ticket in a new department

                                                                                                    Hi We use get ticket API and it works well. We created a new department and when we try to use the same API on the tickets from this department, it fails with the error: b'{"errorCode":"FORBIDDEN","message":"You are not authorized to access this resource."}'
                                                                                                  • Custom Buttons

                                                                                                    Is there any way to create a "Custom Button" that would initiate a workflow, or call a custom function, preferably directly from a ticket? In Zoho CRM records can have custom links and buttons that make outside integrations relatively simple.
                                                                                                  • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

                                                                                                    Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would
                                                                                                  • Issues with GC Integration and Ticket Retrieval in Instant Messaging

                                                                                                    I am using Guided Conversations (GC) within Instant Messaging (IM) channels. When a user sends a message, a ticket is created in Desk, but GC cannot identify which ticket it corresponds to. To address this, I have implemented a workflow rule to rename
                                                                                                  • Set Mandatory Lookup Fields in Ticket Layout

                                                                                                    I added a custom module called 'Site' in the desk. I also added a lookup field 'Site' in the ticket layout. Now, I want the 'Site' field to be mandatory in the blueprint transition. How can I do that?
                                                                                                  • How to Initiate WhatsApp Message on SalesIQ?

                                                                                                    I've just activated a Business WhatsApp phone number through SalesIQ because of its touted omnichannel chat approach. Sounds exciting. I understand that when a customer sends me a WA message, I can reply to it on SalesIQ and keep the chat going, perfect.
                                                                                                  • Contact details when no answer in Chat

                                                                                                    Hello, it would be great to have a feature that when no one is answering in the chat for lets say 60 seconds ... the user gets a meesage to enter his email and we can follow up later. Now we can have only prechat forms ... which can loose potential clients
                                                                                                  • Calculation of depreciation

                                                                                                    Can we add the feature of calculating the depreciation on assets as the year-end and mark a journal once done?
                                                                                                  • Launching CPQ for Zoho CRM! An in-built solution for bespoke quote management

                                                                                                    Hello everyone, We are thrilled to announce the public release of CPQ (Configure, Price, Quote) for Zoho CRM, which is a fundamental block in sales management. NOTE: CPQ was a public early access feature from March 2023 — January 2024. Since February
                                                                                                  • The current Account Name is amt-lubricatingoil.com, and I would like to change it.

                                                                                                    Hello, my current Account Name is a***********l.com, and I would like to change it to w*******x.com. Thank you!
                                                                                                  • Changing Default PDF Name

                                                                                                    Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?
                                                                                                  • Simple Deluge Script

                                                                                                    Hi. I'm brand new to functions but I'm trying to create a script to convert a date field in Meetings to a written format. For example, instead of 02/05/2025 8:00AM, I'd like to convert it to Wednesday, February 5, 8:00 AM. My Date field is the API Name
                                                                                                  • Is the a way to show the actual Zoho Books Invoice in Zoho Crm Deal ?

                                                                                                    Im currently using the following code to create deals and tasks based off a new quote in zoho books, the problem is the quote is created under Accounts in CRM in the Zoho FInance Module, so when the deal is created it does state the amount of the quote
                                                                                                  • How to auto-update a task owner in a preset list of tasks on a new project?

                                                                                                    We have automation set up between the CRM and Projects that will automatically create a new project with a preset list of tasks when a sales order is created for specific products. Of the tasks that are automatically populated in these new projects, we
                                                                                                  • Zoho Analytics - CRM Sync Failure

                                                                                                    We have experienced consistent sync failures between our Zoho CRM and Analytics apps, but there aren't any details provided as to why this failure might be occuring. Please advise on troubleshooting steps so we can figure out how to restore the sync.
                                                                                                  • Matrix dropdown

                                                                                                    Is there a way to create a matrix question with dropdown answers but 1 row correlates to 1 column? So really I want to combine 4 dropdown questions into 1 matrix but each question has a single, and different, dropdown for answers.
                                                                                                  • Client Script | Update - Introducing Subform Events and Actions

                                                                                                    Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce
                                                                                                  • "Reply to" email address issue

                                                                                                    On the New campaign page, you select or add a reply to email address.  It sends a verification email to that email address. But my recipient had a filter on and never go tthe email.  Now he removed the filter, but campaigns says verification email already was sent.
                                                                                                  • [Client Script] How to get selected related record Id

                                                                                                    Hi Zoho, I set an client script button in related record list. We would like to fetch the selected record id/field for further action. But I don't know how to get the selected id. If there is not possible to get related record info, then what does the
                                                                                                  • Now Indian Businesses can start accepting online payments with Zoho and Razorpay

                                                                                                    Hello Everyone, At Zoho, we have always ensured a hassle-free online payment experience for our customers. Today, with our integration with Razorpay, Zoho's customers from India can now offer a seamless checkout experience for one-time and recurring payments, with a host of payment options including card payments, multiple wallet offerings, and net banking with over 50 banks. With Zoho and Razorpay, help your customers pay their way. Whether it's with debit cards, credit cards, wallets, or net banking,
                                                                                                  • Workflows being applied and the Large unwanted popup

                                                                                                    When a workflow is being applied do to an action, then the Agent is left with a large Window asking if they would like the see the changes this workflow did. Is there any way to disable this prompt from appearing?
                                                                                                  • Repeating Sections in Writer

                                                                                                    I am wondering if it's possible to create repeating sections or text boxes of a document based on a merged subform fields coming from Zoho Forms. We are currently using excel to dynamically create a legal PDF document based on input fields in another
                                                                                                  • Duplicate Column Data with Individual Filters

                                                                                                    Is it possible to create a report using the Zoho Desk Connector which would look something like this: | Account Name | Ticket Count (filtered by department 1) | Ticket Count (filtered by department 2) | For Example: Where Dept. 1 = Support Tickets, and
                                                                                                  • Introducing bot filtering for accurate analytics

                                                                                                    Dear Zoho Campaigns Users, We're happy to introduce bot filtering to enhance the accuracy of your email campaign analytics. This new feature is designed to help you filter out bot-generated opens and clicks, which will ensure your campaign reports reflect
                                                                                                  • Housing Leads and Existing Customers

                                                                                                    We are a Software as a Service (SaaS) company offering subscription-based services. Our customers include individuals, businesses, and resellers who market our software to their clients. Currently, we use Zoho CRM solely for leads/deals, but we would
                                                                                                  • Change default "Sort by"

                                                                                                    Is there a way to change the default "sort by" when searching across modules?" in Zoho CRM? Currently the default sort method is "Modified time" but i would like to utilize the second option of "relevance" as the sort by default and not have to change
                                                                                                  • Customer Success Pipeline

                                                                                                    Hello all, currently, we are using Leads -> Deals Pipelines to manage our Sales. So far so good. Now, we rely heavily on activating dormant clients and nurturing active clients into ambassadors, or cross- or upsell active clients. I can't wrap my head
                                                                                                  • Why hasn't Zoho CRM For Everyone been rolled out?

                                                                                                    I don't understand the point of rolling out new features so slowly after a big fanfare launch 8 months ago. I've signed up for 'early access' and also contacted my point of contact, but nothing. Not even an auto reply. Would you say that this is good
                                                                                                  • Apple Messages for Business in Omnichannel communications?

                                                                                                    Hello, Apple launched "Apple Messages for Business" but Zoho CRM or Zoho Desk don't appear in the list of possible integrators. Zoho already promotes https://www.zoho.com/crm/omnichannel.html Omni Channel integration, but Apple Messages does not yet appear.
                                                                                                  • External E-Mail to approve Form

                                                                                                    I am currently setting up a form to apply for a member discount. To do this, the entry must be confirmed by the external partner of which the person completing the form is a member. Is it possible to enter an external email address as approval or is this
                                                                                                  • RSC Connectivity Linkedin Recruiter RPS

                                                                                                    It seems there's a bit of a push from Linkedin Talent Solutions to keep integrations moving. My Account Manager confirmed that Zoho Recruit is a Certified Linkedin Linkedin Partner but does not have RSC as of yet., (we knew that :-) She encouraged me
                                                                                                  • when I open my sheet ,it always start at "A1" despite I left it at "N234"

                                                                                                    when I open my sheet ,it always start at "A1" despite I left it at "N234"  Is it possible to make the sheet open where I left it? 
                                                                                                  • ZOHO Reports - Filter Logic?

                                                                                                    Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. Mark
                                                                                                  • Notebook for watch no longer in Play store.

                                                                                                    I had to reinstall Notebook on my Galaxy Watch 7. Alas: the app is no longer available in the Play store. What now?
                                                                                                  • Next Page