Zoho Billing in 2024 : A Year of Growth
You asked! We listened! 2024 saw a lot of updates in Zoho Billing to improve your overall billing management experience. Let us take a look back at some of the major updates in 2024.
New Features & Enhancements
Sales Enhancements
Create One-Time Invoice with Plans and Addons
You can now create one-time invoices with plans and addons. This is particularly useful when you want to sell a plan to your customers without impacting your churn reports.
Create Subscriptions From Quotes
Craft personalized quotes with custom pricing for plans and add-ons, which your customers can either accept or decline. These quotes can be directly converted into subscriptions. You can create quotes for subscriptions from the customer's details page or the Quotes list page.
Split Offline Invoice Payments
We have introduced an option to split offline payments for your invoices upto three different parts. You can assign different payment methods for each part.This is particularly useful for cases when you receive payment from your customers through different payment modes for your invoices.
Customization Enhancements
Customize Keyboard Shortcuts
Customize your 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.
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.
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.
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.
Customer Enhancements
Unique Customer Numbers
Zoho Billing allows you to use unique customer numbers to eliminate confusion caused by multiple customers with the same name. This, in turn, reduces the risk of errors while managing transactions. You can also configure how to auto-generate customer numbers.
Hosted Payment Page Enhancements
Enable Customers to Update Their Information From the Hosted Payment Pages
When your customers subscribe to a new plan through the multi-page hosted payment pages, they can edit the prefilled details, including name, contact number, address, and custom fields, after completing OTP verification.
Share the Hosted Payment Page via QR Code
You can now share the hosted payment page by generating a QR code. This is particularly helpful if you want to embed it in your websites, posters, banners, and the like.
Reports Enhancements
Introducing the Net Revenue Retention Report
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.
Aging Summary in Customer Statement
We have supported including the Aging Summary in the Customer Statement. This way, you can view the outstanding payments for a particular customer with ease and share it with them when required.
To enable Aging Summary in Customer Statement:
- Navigate to Settings > PDF Templates > Customer Statement > Transaction Details.
- Enable Aging Summary under the Document Details section.
Edition-Specific Enhancements
Unveiling the South Africa Edition
We have launched the South Africa edition of Zoho Billing with support for VAT and HSN codes for businesses operating in South Africa. Zoho Billing also supports adding items as capital assets and applying a domestic reverse charge to transactions.
Display UPI QR Code in Invoice PDFs (India Edition)
UPI is one of the most common payment methods in India. You can now enable your customers to pay you faster by displaying your UPI QR code on your invoice PDFs. Your customers can conveniently scan the QR code from their invoice PDFs using their UPI app to pay for invoices.
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.
Payment Method Enhancements and Integrations
Integrate Zoho Payments with Zoho Billing (Early Access)
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). Configuring Zoho Payments in Zoho Billing will also enable it in other Zoho Finance apps such as Zoho Invoice, Zoho Books, Zoho Commerce, Zoho Checkout and Zoho Inventory.
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, instalment payments, and more. Even if customers choose to pay in instalments or later, Stripe will transfer the full amount to the merchant instantly.
Alipay via Stripe
Enhance your customers' payment options by enabling Alipay via the Stripe Integration. Alipay is a digital wallet in China with more than a billion users worldwide, allowing you to collect payments in CNY currency from any location. Additionally, based on your Stripe account's location, you can also receive payments in AUD, CAD, EUR, GBP, HKD, JPY, SGD, MYR, NZD, and USD.
Zimbabwean Gold Currency
Zoho Billing now supports the Zimbabwean Gold Currency, which is a new gold-backed currency introduced by the Reserve Bank of Zimbabwe. You can associate Zimbabwean Gold Currency with new and existing customers to transact in their preferred currency. You can also set the base currency of a Global edition organization as Zimbabwean Gold Currency if you do not have any existing transactions in another currency.
Integrate with WhatsApp
WhatsApp is one of the most popular messaging apps in the world. Integrate your Zoho Billing organization with your WhatsApp Business account to update your customers about their quotes, invoices, credit notes, and customer statements with a personalized touch.
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.
Our Journey in Numbers
- Users in 180 + Countries
- 15 Editions
- 20 + Languages
What Our Customers Say About Us
What To Expect in 2025
We’re always striving to enhance your billing management experience. Here’s a look at what you can expect from us in 2025:
- Support more payment gateways - We will be partnering with more regional payment gateways, offering your business enhanced flexibility in collecting payments across multiple countries.
- New editions - We will be launching new editions of our app tailored for other regions, to serve businesses better in new regions.
Thank you for making Zoho Billing a part of your journey.
We hope you have an amazing and prosperous year ahead.
2025!
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Dwaipayan Bose
SP
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 PlansZoho 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
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Very slow Zoho Mail?
For the last week or so Zoho Mail seems to have starting functioning very slowly and having a few bugs. It's slow to open mails, slow to send, slow to change between email accounts. Sometimes clicking on a particular folder (eg Sent folder) stops workingZoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details
Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below - please check what went wrong. ThanksERROR 554 5.1.8 Sender Address Blocked code(554)
We have an email with Zoho ( comercial@bruiser.com.br), but, when we try associate the account in GMAIL, the server shows this message: 554 5.1.8 Sender Address Blocked code(554) I see this error appear when the limits of returns exceded 10 messages,Dashboard tabs - last month relative
Hello, On my dashboard, it has "last month relative" under some tabs such as deals created, for example, highlighting if it has increased or decreased from last month. Is it possible to add this feature onto the other tabs? There are a handful which don'tDisappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)
I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet toBest way to handle email sharing in CRM for safety
Hello :) We have CRM+ and are configuring email sharing. We have gone for the public sharing with blocked domains for our company emails, and other companies who may email with private information. We have some contacts in the business who have a normalZoho Flow and Slack emojis
Anyone have an luck with using slack emojis in zoho flow? When I send :smile: in zoho flow to slack, the message just says ':smile:' the mentions '@user' don't resolve either.Urgent: Server Error & Broken Files in MS Office
Hi, We have attempted to reach you multiple times via chat, email, and this platform but have not received a response. We are experiencing the following issues: When opening a document for editing, we receive a "server error" message (see attached screenshot).No special characters on Brand's name.
Our brand is called Haber's and we can't add that name because of the " ' " please allow special characters on brand's name.setting owner of note when adding via deluge
My organization has requested the ability to mass update the notes related list in the deals module. Since this can't be done with the mass update feature, I created an update "notes single" line field and created a workflow rule that triggers a functionApprover
I noticed that this year, the leave approver for all employees has been changed to the portal admin. How can I revert this and set myself as the approver again, as I was previously?Recurring Bookings
Will Zoho Bookings ever offer an option to the customer to schedule recurring meetings (unlimited) for the same days/times? Making a client schedule the same days/times for an entire month is a tedious process. I'd like to offer the option upfront toHow do we add Google Analytics code to Zoho Bookings scheduling pages or the thank you page?
We need to track user activity on individual Bookings' pages and/or the thank you pages? How do we do this?Add Image Upload Field to Zoho Bookings Registration Form
Hi, We would like to request the addition of an image upload field to the Zoho Bookings registration form. Currently, Zoho Bookings only supports text-based fields (e.g., Single Line, Multi-Line, Email, Checkbox, Dropdown, Radio Button, and Date), butBookings duration - days
Hi team, Is there any way to setup services/bookings that span multiple days? I am using Zoho Bookings for meeting room bookings. Clients may wish to book a room for more than one day, for up to a month. If not, is there a plan to allow services to be setup with durations of Days as well as hours and minutes? Many thanks, Anna.Bookings Sync with Zoho Calendar Breaks Again and Again
I have documented notes since June 2019! The sync between Bookings and Zoho Calendar continues to break at random times. We are nearly 3 years later and still have sync problems pop up randomly! As I type, it's broken again. I have been a stubborn clientCan't Reschedule appointments
Hi, I am attempting to reschedule all appointments for this week from one Trainer to another. I have made sure the time is available in the Trainers calendar we are moving the appointments to but whenever I go to reschedule the appointment it still comes up saying the trainer has no available time at all this week. The next appointment is Wednesday 11am so need to get it switched over ASAP!! ThanksZoho Bookings: How to set a limit for maximum bookings per day?
Let's say I have 1 hour slots OPEN for an entire day. What if I want all of the OPEN slots to turn OFF if/when I hit a certain number of total bookings for that day? I usually only want a total of 5 appointments to be booked but I'm not sure of the exactCalendar view - All-day with date-time fields
Hi friends, I have a calendar view that is showing records based on e.g. start-time and end-time, both of datatype date-time. I couldn't figure out of to show "all day records" in the all-day section of the weekly and daily views. Trying to set start-time/end-time to e.g. 15-10-2012 00:00:00 was not helpful. What else should I try please? Kind regards, IdanZoho CRM Tags not carrying over to Zoho Campaigns
We would like to create Campaign Segments and/or Lists based upon tags given in Zoho CRM, but we are unable to figure out how to do it. For example, if a customer is tagged "Residential" we would like Zoho Campaigns to create a list or segment based onZoho Bookings Not Showing Allocated Time Slots
Hi, I have a real problem at the moment with Zoho Bookings not showing any available time slots and really not sure why this is happening. Could Someone from support please investigate. I have gone through all of my settings and calendar integration and can't see what the problem is. WOuld welcome some support please. https://zoho-tony1709.zohobookings.com/#/customer/coachcurl https://zoho-tony1709.zohobookings.com/#/customer/tagb TonyAttention: Important updates to the payment gateway integrations
Greetings from the Zoho Bookings team! We have a few important updates to the payment gateway integrations that allow you to collect online payments for your appointments. The following payment gateways will be updated, and we encourage you to make theMulti Day booking for resources
I have following business-case: Rental for Tablets. Customer should be able to select how many device for how many days he'd like to rent. Same as a car rental for multiple days. Is this possible with Bookings on the current version?Export Options
Hi, In calendar, List view, there is an option to show or hide fields, and we export this view daily, and use it to create a Gantt type chart for the days bookings. It would be SUPER helpful (and time saving) to be able to export the Notes and or CustomTip #3: How to change your booking page language
Displaying your booking page in your target audience's language can greatly increase customer satisfaction. By speaking their language, you will help customers feel more comfortable scheduling with you and create a stronger connection with them. Let'sAbility to Set Text Direction for Individual Cells in Zoho Sheet
Dear Zoho Sheet Team, We hope you are doing well. We would like to request an enhancement in Zoho Sheet that allows users to set the text direction (right-to-left or left-to-right) for individual cells, similar to what is available in Google Sheets. UseCreate Google meet link for a group
Hello, in the company that I work, we have been using calendly to create a consultation where more than one person can schedule at the same hour and day. I've been trying to implement it on zoho bookings and I don't know if it is possible. In my tests,Link for booked scedule on invitation
I hav installed some sites for booking appointments in the booking app ... but tht invitation does not contain a link to the meeting software e.b.ZOOM, Google Meet or Teams ... how do I fix this?Zoho Desk integration with Power BI
Hi, I want to be able to create a Power BI report which has live updates of ticket data from zoho desk, is this possile at all? Thanks JackImplement Meeting Polls in Zoho Bookings
Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement related to appointment scheduling within Zoho Bookings. Current Functionality: Zoho Bookings excels at streamlining individual appointment scheduling. Users can set availabilityzet pack not working
We are using the zet pack command to package our Zoho extension. However, after running the command, the extension gets packed, but the resulting package is empty. We've attached a screenshot for reference. Could you please assist us with resolving thisAdding number of days to an estimate.
I need both QTY of item and "number of days hire" in my estimates at the line item level. Any clues as to how this is done would be greatly appreciated. It needs to calculate. Thanks JGuided Conversation History Does Not Show in Ticket Submission
Hello, An issue I've noticed is that once a user steps through the 3-5 questions on the guided conversations bot that raises a Zoho ticket for them, the history of the selections do not show on the ticket. It would be beneficial if the ticket could includeFunction 58: Custom calculation in item table of invoices (2 fields)
Hello everyone, and welcome back to our series! In Zoho Books, the Item Amount in invoices is calculated by multiplying the Quantity and Rate fields. Previously, we shared a function to include a custom field in this calculation. Today, we are takingRe-assigning a user account
I’d like to reassign an existing Zoho One user account (for a member of staff that is no longer working for the company) to a new member of staff that is joining the company. If I do this will we lose the emails associated with Contacts in the CRM forHow to Add a Contact to a Campaign Using Deluge Script
Hi ZohoCommunity, I need help with adding a contact to a campaign in Zoho Campaigns using Deluge script. Specifically, I want to automatically add a contact to a campaign when the campaign name field in the contact information is filled. This field isCreator to WorkDrive workflow | Missing "Upload file" WorkDrive action in Flow or not?
I am trying to build a Creator app with a form through which files can be uploaded to WorkDrive and simultaneously added to a Creator database. As far as I understood, automating this Creator-WorkDrive workflow can best be done with Flow, offering greaterIssue with Zoho CRM DELUGE Search – No Results Returned
Hi, I’m trying to run the following code, but it returns nothing. I have 4 records where the Next_Date field has the value "OK". I tried changing the date format to different types, like "2025-01-01", but I still get no results. Can you help me understandSubform Bug during Approval Process
If a field is editable during the waiting stage of an Approval Process and a record is modified, the subform glitches. Steps to reproduce: In the Approval Process, allow a field to be modified while waiting for approval. Edit the record during this stage.How to get Created Time of a Record in Client Script
In the record details I can see created time under the Created By I am trying to get the Created Time in the API Request var id = $Page.record_id; var res = ZDK.Apps.CRM.Price_List_Item.fetchById(id); log(res.Created_Time); In the JSON Response I cantNext Page