What's New in Zoho Billing - October 2023
Hello everyone,
This month's updates bring a bunch of new features to Zoho Billing (previously Zoho Subscriptions), including branch support for Hosted Payment Pages, introduction of recurring payments via Stripe in India and Correction Invoices for Germany. Keep reading to learn more.
Recurring Payments for Stripe Integration (India)
You can now receive recurring payments for your subscriptions using Indian Mastercard or Visa cards via the Stripe integration. This is done using e-mandates, a digital payment service introduced by RBI for businesses to collect recurring payments from their customers.
Enable SSO (Single Sign-On) directly from Preferences
SSO is an authentication method that streamlines the way your customers access your Customer Portal. Your customers can access the portal with their existing credentials, such as those of your own service, or from an IdP (Identity Provider) like Google or OneLogin.
Previously, you could configure SSO for your Customer Portal by reaching out to our support team. Now, you can configure it directly from Zoho Billing. To enable SSO:
- Navigate to Settings > General under Customer Portal.
- Click Configure in the Portal SSO (Single Sign-On) section.
Note: Once you configure SSO for Zoho Billing, it will be applicable for all the other apps in the Zoho Finance suite.
Branch Support for Hosted Payment Pages
If your organization has multiple branches, when a subscription is created from the Hosted Payment Page, it is created for the default branch. Now, you can associate separate Hosted Payment Page URLs for each branch. When a subscription is created from such hosted pages, it will be tracked under the associated branch.
Associate One-time Addons from the Customer Portal
Your customers can now purchase one-time addons for their subscriptions from the subscriptions details page in the Customer Portal.
To enable this feature:
- Go to Settings > Subscription Management under Customer Portal.
- Navigate to the Advanced tab.
- Check the Associate One-time Addons option.
Import Customers with Duplicate Names
Previously, while importing customers, if you had the same customer display name in your organization and your import file, you could either skip the row or overwrite the existing customer with the customer in your import file. With this update, you can also add a customer with a duplicate display name as a new customer to Zoho Billing while importing.
Correction Invoice (Germany)
As per German law, once you send an invoice to your customers, you cannot edit or delete it. If you need to edit the invoice, you can generate a correction invoice, which can be used to rectify errors or make the necessary edits for the preceding invoice. Once you send the correction invoice, the preceding invoice will automatically be cancelled and a credit note will be generated for it automatically.
Redirection URL after adding/updating payment methods
You can now redirect your customers to a specific URL after they have added or updated their payment method from the Hosted Payment Pages. You can use this to provide a cohesive experience to your customers by redirecting them to your own website or even the Customer Portal, instead of remaining on the hosted payment pages.
Prevent Duplicate Payments
You can prevent your customers from initiating duplicate payments for your invoices from the Customer Portal or the invoice payment pages. This will be particularly useful for payment methods like ACH and Direct Debit which take longer to process. Once enabled, the "Pay Now" button will be hidden from your customers for invoices, whose payment has already been initiated, thus preventing duplicate payments. To enable this option:
- Navigate to Settings > General under Customer Portal.
- Select Prevent duplicate payments.
- Click Save.
You can enable all the early access features in your organization by reaching out to our support team at support@zohobilling.com.
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!Access your files securely from anywhere
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