What's New in Zoho Billing - Q1 2025
Hello everyone,
We're excited to share the first set of feature updates for Zoho Billing in Q1 2025, ranging from manual revenue recognition to custom notifications for API usage limits. Keep reading to learn more.
Leave Organization Option
Zoho Billing now allows you to leave an organization directly from the Manage Organizations page. However, if you are an admin in an organization that has integrations enabled, you will need to disable them before leaving. The other admins will need to set up the integrations again. If you are the only admin or the admin who created the organization, you have to delete it instead.
To leave an organization:
- Click the organization name at the top.
- Click Manage.
- Click the more icon, and select Leave Organization.
- Then, select I'm aware that I cannot access this Zoho Billing organization once I leave.
- Click OK.
Filter Lookup Custom Fields
Filter your lookup custom fields by using custom views and configuring criteria. If you configure both, records will be filtered based on both the custom view and criteria, ensuring that all conditions are met. For example, if you want a custom field for a customer, which can display only paid invoices, you can create a lookup custom field with the criteria set as Invoice Status is Paid. Now, you can select only from the paid invoices while creating a customer.
Create Group and Compound Taxes [Germany Edition]
In Germany, local tax rates and surcharges can be levied alongside the existing VAT in specific cases, such as municipal or tourism taxes. Zoho Billing now supports creating tgroup taxes and compound taxes to accommodate for these cases.
If the local tax is added to the Total Amount, VAT will be calculated on the entire amount, including the surcharge. However, if the local tax is applied separately, VAT will not be applied on the surcharge and will not appear in the VAT-based reports.
Import E-invoice Formats from Customer Portal [Germany Edition]
Your customers can now import their invoices and credit notes from the Customer Portal in Germany's e-invoice formats (XRechnung and ZUGFeRD_2.3.0). This particularly helps them to create bills and vendor credits in their accounting software.
Import Revenue Recognition Details for Transactions
Note: This feature is supported in organizations that have enabled Revenue Recognition.
You can now import revenue recognition details for your existing transactions directly from the transaction's list page. Zoho Billing allows you to overwrite existing revenue recognition details, helping you to edit multiple revenue recognition entries at once. This feature is supported for invoices, subscriptions, and credit notes.
Manual Revenue Recognition
Note: This feature is supported in organizations that have enabled Revenue Recognition.
You can take control of when and how much revenue you want to recognize with Manual Revenue Recognition, while ensuring compliance with IFRS 15 guidelines. This is particularly helpful in business scenarios, involving complex transactions, where rule-based automated revenue recognition cannot be applied.
Multi-Factor Authentication in Customer Portal
Note: This feature is currently available only in India and US editions of Zoho Billing.
Enhance your customer's account security with Multi-Factor Authentication for Customer Portal. This adds an extra layer of protection with a Time-Based One-Time Password (TOTP), which the customer is required to add along with the login credentials.
Your organization's admins can enable MFA from the Customer Portal settings. Once enabled, your customers have to configure it from an authenticator app. After setup, your customers have to enter TOTP from their authenticator app along with their login credentials. If your customers lose access to the authenticator app, admins can reset MFA for them.
If you disable MFA for your organization later, your customers who have configured MFA will still have to enter the TOTP to log in to the Customer Portal.
Pin Columns in List Pages
If you have more than 8 columns in a list page, it can be difficult to keep sight of important information while viewing other columns. Zoho Billing now allows you to pin up to 2 columns to the left, allowing you to freely scroll horizontally without losing sight of important columns.
Set Custom Notifications for API Usage Limit
Set up custom notifications to receive mails and in-app notifications when your organization's daily API usage crosses a limit. You can set up to three daily API usage limits. To set up custom notifications for API usage limits:
- Navigate to Settings and select API Usage under Developer & Data.
- Click Configure Usage Limit Notification.
- Select up to three API Usage (%).
- Select Email Recipients.
- Click Send Sample Notification to view how the in-app notification will appear.
- Click Save.
You can add email recipients based on roles or direct users. Once a daily API usage limit is crossed, the recipients will receive an email and in-app notification.
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!
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