What's New in Zoho Billing - October 2023

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







                          Zoho Developer Community






                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • 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 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

                                                                                                          • Is there an equivalent to the radius search in RECRUIT available in the CRM

                                                                                                            We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT
                                                                                                          • Zoho CRM Inventory Management

                                                                                                            What’s the difference between Zoho CRM’s inventory management features and Zoho Inventory? When is it better to use each one?
                                                                                                          • Cannot Enable Picklist Field Dependency in Products or Custom Modules – Real Estate Setup

                                                                                                            Hello Zoho Support, I am configuring Zoho CRM for real estate property management and need picklist field dependency: What I’ve tried: I started by customizing the Products module (Setup > Modules & Fields) to create “Property Type” (Housing, Land, Commercial)
                                                                                                          • Get Workflow Metadata via API

                                                                                                            Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation
                                                                                                          • Zoho Projects - Q2 Updates | 2025

                                                                                                            Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth
                                                                                                          • FSM setup

                                                                                                            So we have been tinkering with FSM to see if it is going to be for us. Now is the time to bite the bullet and link it to our zoho books and zoho crm. The help guides are good but it would really help if they were a bit more in depth on the intergrations.
                                                                                                          • Upcoming Updates to the Employees Module in Zoho Payroll (US)

                                                                                                            We've made a couple of updates to the Employees module in Zoho Payroll (latest version of the US edition). These changes will go live today. While creating an employee Currently, the Compensation Details section is part of the Basic Details step, where
                                                                                                          • Possible to Turn Off Automatic Notifications for Approvals?

                                                                                                            Hello, This is another question regarding the approval process. First a bit of background: Each of our accounts is assigned a rank based on potential sales. In Zoho, the account rank field is a drop-down with the 5 rank levels and is located on the account
                                                                                                          • ZOHO Creator subform link

                                                                                                            Dear Community Support, I am looking for some guidance on how to add a clickable link within a Zoho Creator subform. The goal is for this link to redirect users to another Creator form where they can edit the data related to the specific row they clicked
                                                                                                          • Allow Resource to Accept or Reject an Appointment

                                                                                                            I have heard that this can be done, is there any documentation on how?
                                                                                                          • Create new Account with contact

                                                                                                            Hi I can create a new Account and, as part of that process, add a primary contact (First name, last name) and Email. But THIS contact does NOT appear in Contacts. How can I make sure the Contact added when creating an Account is also listed as a Contact?
                                                                                                          • Custom Fonts in Zoho CRM Template Builder

                                                                                                            Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
                                                                                                          • Python - code studio

                                                                                                            Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already
                                                                                                          • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

                                                                                                            Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
                                                                                                          • How To Insert Data into Zoho CRM Organization

                                                                                                            Hi Team I have this organization - https://crm.zoho.com/crm/org83259xxxx/tab/Leads I want to insert data into this Leads module, what is the correct endpoint for doing so ? Also I have using ZohoCRM.modules.ALL scope and generated necessary tokens.
                                                                                                          • Where can I get Equation Editor por Zoho Writer?

                                                                                                            I need to use Math Formulas in my document. Thank you.
                                                                                                          • How can I get base64 string from filecontent in widget

                                                                                                            Hi, I have a react js widget which has the signature pad. Now, I am saving the signature in signature field in zoho creator form. If I open the edit report record in widget then I want to display the Signature back in signature field. I am using readFile
                                                                                                          • Creator roadmap for the rest of 2022

                                                                                                            Hi everyone, Hope you're all good! Thanks for continuing to make this community engaging and informative. Today we'd like to share with you our plans for the near future of Creator. We always strive to strike a good balance of features and enhancements
                                                                                                          • Filtering repport for portal users

                                                                                                            Salut, I have a weird problem that I just cannot figure out : When I enter information as administrator on behalf of a "supplier" portal user (in his "inventory" in a shared inventory system), I can see it, "customer" portal users can see it, but the
                                                                                                          • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

                                                                                                            Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to
                                                                                                          • Zoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books

                                                                                                            Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submit
                                                                                                          • Is Zoho Sheet available for Linux ?

                                                                                                            Is Zoho Sheet available for Linux ?
                                                                                                          • Zoho Sheet for Desktop

                                                                                                            Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
                                                                                                          • BUTTONS SHOWN AS AN ICON ON A REPORT

                                                                                                            Hi Is there any way to create an action button but show it as an icon on a report please? As per the attached example? So if the user clicks the icon, it triggers an action?
                                                                                                          • Dropshipping Address - Does Not Show on Invoice Correctly

                                                                                                            When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being
                                                                                                          • RFQ MODEL

                                                                                                            A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books
                                                                                                          • Will zoho thrive be integrated with Zoho Books?

                                                                                                            title
                                                                                                          • Product Updates in Zoho Workplace applications | August 2025

                                                                                                            Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this August. Zoho Mail Delegate Email Alias Now you can let other users send emails on your behalf—not just from your primary
                                                                                                          • Notebook audio recordings disappearing

                                                                                                            I have recently been experiencing issues where some of my attached audio recordings are disappearing. I am referring specifically to ones made within a Note card in Notebook on mobile, made by pressing the "+" button and choosing "Record audio" (or similar),
                                                                                                          • Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked

                                                                                                            Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this please
                                                                                                          • Want to use Zoho Books in Switzerland. CHF support planned?

                                                                                                            Hi, We're a Swiss company using other Zoho suite software and I discovered Zoho Books and other accounting SaaS when looking for an accounting tool. Do you intend to cover Switzerland and CHF based accounting anytime soon? Roy
                                                                                                          • Zoho sheet desktop version

                                                                                                            Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.
                                                                                                          • Weekly Tips : Teamwork made easy with Multiple Assignees

                                                                                                            Let's say you are working on a big project where different parts of a single task need attention from several people at the same time—like reviewing a proposal that requires input from sales, legal, and finance teams. Instead of sending separate reminders
                                                                                                          • Best way to share/download presentation files in Zoho without losing formatting?

                                                                                                            Hello Zoho Community, I often work with PPT/PDF files in Zoho Docs and share them with colleagues. While PDFs usually give a direct download option, I’ve noticed that PPT/PPTX files sometimes only open in the viewer without a clear download link. Is there
                                                                                                          • Celebrating Connections with Zoho Desk

                                                                                                            September 27 is a special day marking two great occasions: World Tourism Day and Google’s birthday. What do these two events have in common (besides the date)? It's something that Zoho Desk celebrates, too: making connections. The connect through tourism
                                                                                                          • What is Resolution Time in Business Hours

                                                                                                            HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistance
                                                                                                          • How use

                                                                                                            Good morning sir I tried Zoho Mail
                                                                                                          • Adding Overlays to Live Stream

                                                                                                            Hello folks, The company I work for will host an online event through Zoho Webinar. I want to add an overlay (an image) at the bottom of the screen with all the sponsors' logos. Is it possible to add an image as an overlay during the live stream? If so,
                                                                                                          • Email Sending Failed - SMTP Error: data not accepted. - WHMCS Not sending emails due to this error

                                                                                                            I have been trying to figure out a fix for about a week now and I haven't found one on my own so I am going to ask for help on here.  After checking all the settings and even resetting my password for the email used for WHMCS it still says: Email Sending Failed - SMTP Error: data not accepted.  I have no clue how to fix it at this point. Any insight would be lovely. 
                                                                                                          • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

                                                                                                            Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?
                                                                                                          • Next Page