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

              Bootcamp
              Community
              Pricing
              Webinars
              What's New
              Integrations
              Contact Support
              Contact Sales

                Zoho Survey Resources
                  Features
                  Survey Templates
                  Integrations
                  Community
                  iOS Mobile Surveys
                  Pricing
                  Android Mobile Surveys
                  Insurvey Blogs
                  Insight Blogs
                  Tips & Tricks





                                Latest Feature Updates


                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day




                                        Zoho Marketing Automation
                                          Zoho SalesIQ Resources

                                                • 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
                                                Access Zoho Social

                                                  Zoho Pagesense Resources


                                                      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 Campaigns 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

                                                                                                  • Dúvidas do Zoho Creator

                                                                                                    Pessoal, Estou colocando um tópico para dúvidas do Zoho Creator. Um abraço, Leandro

                                                                                                  • Tropicalize Books

                                                                                                    Books is an incredibly powerful tool that works well in many countries. But I feel that it is a product that is not yet "tropicalized" for Brazil as we speak (this would be like adapting the local reality). We have many strong competitors who do more

                                                                                                  • Automatic Sitemap Generation

                                                                                                    Guys are all right? Doesn't make sense for me to have to generate a map site and upload it... because it's not automatically generated just as it is done in WIX? where the customer doesn’t have to worry about this.

                                                                                                  • SEO improvements with ZIA

                                                                                                    Are you okay? I would like to bring an idea that would be amazing to improve the product that is the possibility of being able to improve the SEO of the pages (this of each page or each article on the blog) through ZIA so that it could create page Summary

                                                                                                  • Automatically updating field(s) of lookup module

                                                                                                    I have a lookup field, which also pulls through the Status field from the linked record. When the lookup is first done, the Status is pulled through - this works perfectly. If that Status is later updated, the lookup field does not update as well. As

                                                                                                  • Initiating a SalesIQ Zobot from a custom button on Zoho Sites

                                                                                                    I have created a Zobot set to initiate on a custom action called "Fast_Answers". On Zoho Sites, I created a code snippet button and set it to on-click run the event called "Fast_Answers". I installed the SalesIQ integration code into the Zoho Sites Page

                                                                                                  • Zoho Desk -> Zoho Analytics : Where is the field for "Layout" ?

                                                                                                    I have many different layouts on my helpdesks and I want to be able to identify the stats for each one, however I can not file the field in the raw data from the Zoho Desk datasource. I thought it might be under "Tickets" but there is nothing. There is

                                                                                                  • Set resolution mandatory field

                                                                                                    Hi,  i have 2 questions:) : - i want to set the resolution field mandatory before close the ticket. Because for now, i can close the ticket without writing how i solve it - how can i setup zoho desk to receive ticket by email(e.g. clients sent email to support@mydomain.com) and it create a ticket in zoho desk

                                                                                                  • Impuesto automatico en cotizaciones

                                                                                                    Buen dia Mi pregunta es como se puede poner alguna operacion para que las cotizaciones me salgan automaticamente con impuestos ya que uno al cargarla al final tienen que añadir el porcentaje de impuesto Saludos

                                                                                                  • Zoho Assist "Agree and Download" Button "Greyed Out" ("Light Blued" Out)

                                                                                                    Anyone else having issue where support clients are unable to click "Agree and Download" to access the client so that we can provide remote support? This is for "on demand" support via accessing the support page and entering the support key and name. This

                                                                                                  • Project Billing with the Staff Hours Method in Zoho Projects

                                                                                                    The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and service

                                                                                                  • Creator Subform to CRM Subform

                                                                                                    Hello all, Has anyone successfully written data from a Creator Subform into CRM subform? I have been able to get the rows to populate but none of the data will come through. I'll add my code and the result in CRM. Creator Subform is 'Delivery_Receiving_Hours'.

                                                                                                  • custom fields not populating from deluge script into invoice

                                                                                                    Hello, I've created some Deluge script that is meant to take a few inputted invoice custom fields and calculate a few others. I can see when I execute the function that my inputted custom fields are being passed, yet im still ending up with all "null"

                                                                                                  • tax summation function - getting error

                                                                                                    Hello, I'm trying to create a function that adds all of individual tax rates from a few jurisdictions. I'm getting an error on line 9 - Value is empty and 'get' function cannot be applied. I've checked that I have data in each of the required fields,

                                                                                                  • Backstage / Zoho Books integration

                                                                                                    Hello. We have Zoho One and have slowly started using Backstage. Loving it. Problem is, we have ZERO accounting control over what is sold through this product. When will we be able to connect it to our existing Zoho Books tenant? Thank you very much!

                                                                                                  • Getting list of calendar events over api for zoho mail calendar

                                                                                                    Hi, I am using just Zoho mail without using Zoho CRM. I wanted to get all events booked in my zoho mail calendar through an api at regular intervals. I could find such API support for Zoho CRM calendar but not for zoho mail calendar. Can you kindly let

                                                                                                  • Allocate emails to user in a shared mailbox

                                                                                                    Hi, This might be obvious, but I cannot find the answer. I have 3 shared mailboxes so any team member can see the emails. Is there a way of allocating a specific email to a user so that it is their responsibility to deal with it? Thanks in advance.

                                                                                                  • Introducing Zoho Campaigns' own gateway for SMS campaigns

                                                                                                    We are excited to announce the launch of our SMS Gateway to send SMS through Zoho Campaigns. We have also made a few other changes in our current SMS Campaign model to improve your over all user experience. These updates are planned with an aim to expand

                                                                                                  • Update a lookup field in CRM from Creator using deluge

                                                                                                    I have a Creator form that creates a new account. When it creates the new account in the Accounts Module, I need it to also populate the Parent Account, which is a lookup field coming from the Module Parent Accounts, field Parent Account Name. I have

                                                                                                  • SMS Keyword Tracking in Zoho CRM From Zoho Campaigns

                                                                                                    Is there a way to track SMS leads in campaigns by associating them with specific keywords or codes? Additionally, can these leads be pushed to the CRM while retaining the keyword for tracking and reporting purposes?

                                                                                                  • Projects Multiselect API

                                                                                                    Having troubles setting a mutli select field via API. updateMap = map(); updateMap.put("UDF_MULTI1","picklist_id1,picklist_id2"); updateProjectRes = invokeurl [ url :"https://projects.zoho.com/restapi/portal/XXXX/projects/" + projectID + "/" type :POST

                                                                                                  • Bill quantity received / PO quantity

                                                                                                    PO's are raised & often the quantity received is greater than the PO quantity, so when we receive the bill & adjust the quantity on the bill we get.... Quantity recorded cannot be more than quantity ordered. This necessitates the adjustment of the PO

                                                                                                  • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

                                                                                                    Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 

                                                                                                  • Adding Bluesky channel

                                                                                                    Hello, Is Bluesky (AT protocol) soon added on Social ? Bluesky is being developped and is now open to anyone (no more invitation) Thank you

                                                                                                  • Using Queries with dynamic parameters in Kiosk Studio

                                                                                                    Hi, I'm pretty new when it comes to developing within Zoho (I'm really a .NET developer), as it was just added to my responsibilities. For a new feature in the CRM, I'm trying to develop a Kiosk function to show a list of records (retrieved by the new

                                                                                                  • Unused items should not count into the available number of custom fields

                                                                                                    Hey, I realized that unused Items reduce the number of available custom fields. I can't see a case where that makes sense. Especially in our case where we have two different layouts in Deals with a lot of different fields, this causes problems.

                                                                                                  • Introducing Bot Filtering for Accurate Email Campaign Analytics

                                                                                                    Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaign analytics: bot filtering. This feature helps you filter out bot-generated opens and clicks, ensuring your campaign reports reflect genuine

                                                                                                  • Tip 37: Time Log Restriction in Zoho Projects

                                                                                                    Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enable

                                                                                                  • Chart showing schedule

                                                                                                    I want to be able to create a chart for everyday to check and which of which driver is available on the timeframe. Here's my table Name City Day Start Time End Time Driver1 Medicine Hat Monday 11:45 AM 4:45 PM Driver 2 Medicine Hat Tuesday 11:00 AM 7:00

                                                                                                  • Multiple Vendor SKUs

                                                                                                    One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for

                                                                                                  • In Zoho Projects, is there a way to create a folders template under documents that can be used once a project is created?

                                                                                                    We have a specific folder structure that we would like to use that is standard across every project. Instead of having to create this structure every time a project is created, is there a way to create a template for the folders that can be added?

                                                                                                  • Zoho Payroll in France

                                                                                                    When will Zoho Payroll be available in France ?

                                                                                                  • Blueprint - 'On hold' state with an automatic transition?

                                                                                                    I think I'm missing something here so I'm hoping if I explain what I'm trying to achieve someone might be able to give me a way around it. We sometimes get request far in advance but we don't want to action them unless it is 7 days from when they are

                                                                                                  • HOW TO VIEW INDIVIDUAL COST OF NEWLY PURCHASED GOODS AFTER ALLOCATING LANDED COSTS

                                                                                                    Hello, I have been able to allocate landed costs to the purchase cost of the new products. however, what i need to see now is the actual cost price (original cost plus landed cost), of only my newly purchased products to enable me set a selling price

                                                                                                  • Client Script: $Client.refresh({ triggerOnLoad: true }); not triggering onLoad Client Scripts

                                                                                                    Hey friends! I'm trying to store a temporary var, refresh the page for the user, then check that temporary var and do some actions. Theoretically using the title's code: $Client.refresh({ triggerOnLoad: true }); should refresh the page and trigger on

                                                                                                  • Calculate months and years between 2 dates on subform

                                                                                                    I am looking for a function syntax for an employment candidate to calculate the number of years and months (decimal format. eg 1.2 years) they are employed. I have their start date entered, but if the end date is blank, that tells me they are still employed

                                                                                                  • Combine related grouping values into categories in CRM analytical components

                                                                                                    Hello everyone, Analyzing large datasets can be challenging when dealing with numerous individual data points. It's often difficult to extract meaningful insights when information is scattered and ungrouped. To address this, we're adding options to create

                                                                                                  • How Kiosk Studio can simplify sales for bank employees | Kiosk Studio Session #4

                                                                                                    Hello everyone, Banks can boost revenue by cross-selling to their current customers. For example, they can sell credit cards, personal loans, and more to existing account holders. To do this, bank employees move all around the CRM, open and close records,

                                                                                                  • Tip #19 - Create checkbox tracker in your spreadsheet

                                                                                                    Hello Sheet users! We are here with yet another tip to help you get the most out of Zoho Sheet. Spreadsheets can be used to handle a variety of tasks, but ever tried using checkboxes to track the progress of your action items dynamically? Here's a sample

                                                                                                  • Integrate Oracle with ZOHO CRM

                                                                                                                         Please let me know if its possible to Integrate Oracle with ZOHO CRM. If yes then help me in doing it. 

                                                                                                  • Next Page