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
Rich text Merge field - Not using font specified in HTML
I have a rich text merge field in a writer template which is creating a table. I have chosen to use this method instead of a repeat region because I need to specify specific cell background colours which change every time the document is created. Theヒートマップ詳細設定について
はじめまして マーケティング担当の浅田です。 PageSenceのヒートマップ設定について質問です。 単一ページ毎の設定は上手くできるのですが 詳細設定にて、トップページのURLを含ませ全体のヒートマップを計測できないか試したところ お知らせ：データを受信していません。と表示されてしまいます。 トップページURLで始まるページの条件も試しております。 全頁を反映させたいと思い、詳細設定を上手く設定できたらと考えております。 どなたか詳しい方がいらっしゃいましたら、教えて頂けませんでしょうか 宜Zoho 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. ThanksAutomatic category assignment
Hi, I’d like to ask if there is a way to automatically assign an expense category based on the recognized Merchant. What would be the simplest way to set up automatic category assignment? Alternatively, is there an option to first choose the categoryExperience with Zoho Vertical Studio
I'm considering Zoho Vertical and would love to hear from some devs who've been using it. The Zoho ecosystem is pretty solid, so I assume the experience has been pretty good, but sometimes Zoho has its quirks. Overall, has your experience been positive?LinkedIn Chrome Extension
Hello - I believe it is a known issue that the LinkedIn extension Resume Extractor has stopped working and they are working on potential fixes. Wondering how others users are finding this issue and if there are any better workarounds for this issue? ItAdvance PDF creation from CRM data
I'm trying to create a PDF export of data in the CRM. My problem is I want a pretty complicated format for the data. I'm trying to export multiple modules worth of data, with nested one-to-many relationships between the modules. Along with that, I wantSub-Form Padding in CSV Export
Hi, When you use the Sub-Form, and for example you have a Date Field on the Main Page, then Option 1 and Option 2 fields on the Subform, when you export this to CSV the Date column will only have the Date in 1 row, the first row, it would be nice to padMore Formula Functions
Hi, I would like for example to be able to have a Date Field and Formula Fields, and then in the Formula Fields I would like to grab just the Month of the above Date Field or the Week Number of the above Date Field. So more "Functions" than the currentFile upload size limits
I am designing a contact form in Zoho Creator with File upload facility. I am not sure where and how to set the following properties for the same: Allowed File Types Maximum Size of the Attachment Number of AttachmentsComposite Services and Account Tracking
I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see theAll operation codes getting Not applied in WO-TT22J1025WOR0471, SR-TT22J1025PRE0423,FOR VIN-W1K6G2AB2SL005130.
Dear Support Team, Please refer attached screenshot. All operation codes getting not applied in work order. Request you to please check and update ASAP.Exclude Segment from Campaign Recipients
I've created two Segments in order to separate Non-Marketing Contacts from Marketing Contacts. I'd like to send an Eblast to all Marketing contacts in my lists, but when I go to select Recipients, I have two options: 1. To Choose Lists to Send to; 2.Reschedule Multiple/Mass Calls at Once
When we go into a Call record, we have the option to "Reschedule Call." How can we select multiple Calls at once from the Activities tab and Reschedule them? The big use case for us: We have many leads that our reps are supposed to call on a daily basis.Option to Empty Entire Mailbox or Folder in Zoho Mail
Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail onlyI want to Make the due date of the project appears automatically
hello everyone I want to know if the zoho projects app can add automatically the END DATE of the project I added the duration, start after dates of each tasks in the project template & the starting date of the project itself and the end date of it doesn'tDrag 'n' Drop Fields to a Sub-Form and "Move Field To" Option
Hi, I would like to be able to move fields from the Main Page to a Sub-Form or from a Sub-Form to either the Main Page or another Sub-Form. Today if you change the design you have to delete and recreate every field, not just move them. Would be nice toDeluge Tips & Tricks: Mastering dates and times
Hello everyone! We're bringing back our Deluge Tips & Tricks series, where we show you how to make the most of Deluge for achieving a wide range of use cases. Working with dates and times is a fundamental part of almost any business application. WhetherAdding a Button in a Form in Zoho Creator App
Hi I want to know how can I add a Button in Zoho Creator form. I have options that I select from a multiselect options and I want the button to add those selected options in a Subform. I do not want to add on a Page Builder I want it inside a specificInternal Exception for Creator function
I have been running a script successfully for several days using the scheduler in my application. Now today it suddenly creates and Internal Exception error. Nothing has changed about the script. The data is still retrievable from the web service it is using. Why would this suddenly be happening for no apparent reason? Also noticed that my usage logs are not up to date. Is something changing behind the scenes?How to Set Up a Custom Domain and Customize Homepage
Hello, I am experimenting with Zoho Creator to build applications for my own use case and have encountered a couple of issues: 1. Custom Domain Access: Is it possible to access my Zoho Creator application through a domain that I own? If so, how does theAnnouncing new features in Trident for Mac (1.26.0)
Hello everyone! Trident for macOS (v1.26.0) is here with new updates to securely manage your passwords, locally save your emails, and protect against emails with suspicious URLs. Let's take a quick look at them. Manage passwords with Zoho Vault eWidget.Default Value on a Number
Hi, I would be nice to also be able to set the Default Value for a Number Field, not just the Initial Value shown, so if not on the screen so not enetred it can have a value of 0 for example. Thanks DanHaving trouble fetching contents of Zoho Connect Feeds using the API, requesting alternative API documentation.
I'm trying to retrieve feed/post data from Zoho Connect using the API but facing challenges with the current documentation. What I've tried: OAuth authentication is working correctly (getting 200 OK responses) Tested multiple endpoints: /pulse/nativeapi/v2/feeds,Tip#45: Custom Tags and Cluster Tags
Tagging your work items helps categorize and label work items within your Zoho Sprints workspace. Now, this feature is expanded across multiple modules, along with the introduction of cluster tags that offer an advanced tagging mechanism. Manage TagsExtensions 101 webinar series: Build, integrate, and monetize with extensions
Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last[Free Webinar] User Management in Zoho Creator - Creator Tech Connect
Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep intoA couple of minor enhancements to Workflows
Last updated on September 17, 2024: These enhancements were initially available for early access, and we've now enabled them for all users. We are elated to announce a couple of enhancements to custom functions in our Workflows! Say hello to: "Source"Business Continuity - Disaster Recovery
I know about the Zoho CRM backup .zip files, however, this doesn't include any of the infrastructure with like custom fields or custom modules. I am curious on what everyone has in place for a true backup or what your plan is if your Zoho instance wereNarrative 11: Are your customers happy?
Behind the scenes of a successful ticketing system: BTS Series Narrative 11: Are your customers happy? Happiness isn't just something you experience; it's something you remember. Hear your customers' voices by enabling customer happiness ratings in ZohoDon't understand INVALID_REQUEST_METHOD when I try to post up an attachment
When I make the POST request (using python requests.post() for files): https://www.zohoapis.com/crm/v8/Calls/***************01/Attachments I get this response: r:{ "code": "INVALID_REQUEST_METHOD", "details": {}, "message": "The http request method typeSignature field is showing black
Hello, When customer signed the service form, it is showing as below picture Phone model: iPhone 16 Pro We tried delete and install application, but it not solved. This has on phone of a few person. There is any advice to solve this?Zoho CRM Android app updates: record sharing, user image upload, Zoho Survey integration, and more
Hello everyone, We've made some important improvements to Zoho CRM's Android app, and we'd like to walk you through the latest updates. Here's what's new: Record sharing with org users User image upload Zoho Survey integration support Venue preferenceHow to Delete/hide Google adwords section from Layout?
Hi people, maybe someone can tell me how to remove or hide the Google adwords section from my layout? Im not using it and it takes too much space.WIDGET in related record list ZOHO CRM; how to get and put data to subform custom fields?
he need: Read and write two custom subform line-item fields on Quotes: Segment_wyceny (picklist/text) and W_pakiecie (number). Write works; read does not return these fields via SDK. Environment Zoho CRM Widget Zoho Embedded App SDK v1.2 Module: QuotesOutgoing emails to btinternet blocked.
ERROR_CODE :421, ERROR_CODE :Too many messages (1.5.6.1) from 74.201.84.163I have been having problems sending to btinternet.com and btopenworld.com for the past week. First 'email delayed' message, and then 'delivery failed', as above. Looks as though someone is spamming from the ZOHO email server 'sender163-mail.zoho.com' Surely this is abuse of your system, and you should be able to trace who it is (if it is a registered user of Zoho mail?) and block their account. An email system is really noIntroducing Assemblies and Kits in Zoho Inventory
Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces theWay to update CRM records in quik view
I have custom module in zoho crm and that module have 500 records. I want a quick way or UI so that user can easily update the record information in quick view without going to record detail view or edit view. I tried zoho sheet option but in zoho sheetWhere to integrate Price Book and Product List Price
Hello, We sync zoho crm all modules with all data to zoho analytics. In zoho crm, we have "Price Books" and "Products" modules, where each product is assigned to a few price books with different list prices. From zoho crm, I am able to export a datasetForm / CRM Integration Not entering into workflow
I have a simple form setup with company name, first name, last name and lead source. Each of the fields are mapped to CRM Leads module. When the form is submitted, the lead is populated properly. I also have a workflow created that when the lead sourceNext Page