Multiple subscription plan line items in Zoho Billing quotes
I run an IT company and sell a lot of licences. A client might have multiple subscription plans including software licences in different categories. A client might have Microsoft licences, antivirus licences, web hosting and maintenance package services.How to add a fee based on payment method
I currently accept both ACH payments and credit card. I want to add a 3% fee to a number of my subscription plans if the customer chooses to use a credit card (and not ACH/checking). How do I do this? Is there an in-built feature, or would i have to createIntroducing Omnichannel Subscription
Your customers may choose to subscribe through different marketplaces such as Google Play or App Store. As your business expands, managing these subscriptions can become increasingly complex. To make it easier, we are introducing the Omnichannel SubscriptionMigrating from Zoho Checkout to Zoho Billing
I have an active Zoho Checkout account where I'm charging customers for subscriptions. Now I'm looking to upgrade and only use Zoho BIlling, in which my account in on read only mode at the moment. I can see is also tracking the customers and its payments.Revenue Management: #3 Revenue Recognition Simplified
In continuation of the previous post on how to compute revenue recognition, let's explore a solution that helps businesses handle real-world complexities. While the Accounting Standards provide a clear framework for recognizing revenue, the real challengeWhat's New in Zoho Billing | August 2026
August has brought new ways to create flexible payment experiences, manage subscriptions, simplify administration, and automate advance invoicing in Zoho Billing. Here’s a look at the latest updates. Share a Hosted Page Link for Multiple Items You canAutomate Credit Card Surcharge
Is there a way to create an automation that will add a 3.0% credit card surcharge to a subscription whenever a customer pays via credit card?Valid characters for use in email addresses using Zoho's apps/APIs
We have found an issue with the + sign character in zoho subs - we are allowed to create a customer with an email address that has a plus sign but the API doesn't allow the + so the billing portal is not created. We are going to prevent users from usingWhat's New in Zoho Billing | July 2026
July brings a new set of updates to Zoho Billing to make your billing operations more efficient. These include a redesigned checkout experience, expanded Hosted Payment Page capabilities, compliance improvements, enhanced reporting, and more. EnhancementsPayment pages with non-auto charge gateways
It would be nice to have payment pages for customers to use that will work with payment gateways that do not have the auto charge function. This has put a huge kink my business for getting my customers started. I have to have them fill out a web formFeature request: Bulk void/delete invoice in one go for specific customer/subscription of the customer
Hi Team If Customer C, has Subscription S and have 20 invoices one wants to void, it is tedious task. Easy way is to have small checkbox (multi select) for selecting multiple invoices and void them in one go. (Same can be applied to Delete invoices and/orIncrease Number of Emails sent when Credit Card is About to Expire
We moved to Zoho Subscriptions from Chargify who's arguably the leader in subscription business billing software. Overall we've been very happy with Zoho Subscriptions! But one area that needs to be improved is the automated reminder options when a creditExecute button for Zoho Billing
Hi, I miss the Execute button in the webhook function. It does exist in Zoho Books and found it very useful. Especially because testing a webhook in Zoho Billing needs some time due to the events configuration. Zoho Books webhook function buttonsLinking items from books and subscription
Linking books and subscription It is a pity that it is not possible to associate with a product an article present in ZohoBooks This would make it possible to manage products composed of a nomenclature of articles of booksIntegration with Zoho Inventory
Would be nice if Zoho Subcriptions inegrated in with Zoho inventroy so that when a Addon is sold in Zoho subscriptions the item is tacken out of inventory in Zoho inventoryDiscount Addons
We are using Zoho Subscriptions more and more and one feature that we need is to be able to apply a discount on addons. We have all of our standard pricing assigned and sales reps are selling monthly alarm services to clients but sometimes want to applyMore flexibility on Hosted Pages ?
I like more flexibility on Hosted Pages, this is due to the fact I am not a programmer I wold like to have more customization on Hosted Pages like: - add Addons and coupon to a plan already suscribed in the past - cutomize the look an feel (as a formButton to renew offline subscription.
If i have a customer who pays offline, and wants to renew the subscription, you have to wait till the end of the subscription and reactivate it. or else it affects metrics. There is a way to upgrade or downgrade a subscription, immedeatly or at the endRestricting coupon codes and plans to specific customers
Having the ability to restrict coupon codes, plans and add ons to specific customers (new or existing) e.g. sending an invite link out to a certain customer or allowing a certain group of customers the ability to use a certain promo code or sign up toCoupon Management Lacks functionality
Hey Zoho Team, Let me start of by saying I'm a huge fan of the entire Zoho suite. I have a couple of thoughts about the way coupons are handled and believe there they are in need of some improvement. There are a couple of key issues: 1. Coupons need toUsing Items from Books as product/plan Add-Ons
Hey, It'll be great to use Items from Books as product/plan Add-Ons. EdAutomatic login options for customer portal
The customer portal is nice for zoho subscriptions, but there are no options to automatically login to it, so if a user is logged into their account inside of my product, I can't create a link that will let them login to their dashboard. Could we haveSquare Payments for Subscriptions
I'd love to be able to use Square Payments for Subscriptions with my customers. I already use it for Zoho Books Please have this considered. It would really help my businessDiscount Per Line Item
We are a phone company. Sometimes, when we sign up customers, our sales team would like to provide recurring discounts on certain addons. Presently, we have no way of doing this so when we provide discounts, we are forced to simply reduce the price ofWhat's New in Zoho Billing | June 2026
Hello users! June brings a new set of updates to Zoho Billing designed to strengthen how you manage subscriptions, customise your records, and handle expense documentation. This month's highlights include a new one-time addon quoting workflow for subscriptions,Use Secure Public Links for Sharing Transactions
Public links are the quickest way to send invoices or quotes to your customers. You can drop the link in an email, SMS, or WhatsApp message. But, links can be forwarded, and once they leave your customer's inbox, you can no longer control who sees yourWhat's New in Zoho Billing | May 2026
We're back with another round of updates in Zoho Billing! This month brings new capabilities designed to give you more flexibility and control over your billing operations. From associating price lists with business locations, and including annexuresSave embed widget personalizations
Ok, Zoho, Great work on providing PRICING TABLES via the embed widget. Thanks so much. This changed the game for me Only one slight problem....I can't seem to save my widget settings. I'm still building my products and plans but I'm testing how they lookHow To Invoice Immediately for Future Subscription
Hi, When a new subscription is created that has a future start date, Zoho Subscriptions does not invoice the customer until the start date of the subscription. Is there a way to immediately invoice the customer as soon as the subscription is created,issue invoice for future subscription
Hi, I selected the invoice at the date of subscription from the setting (since the alternative is to pre-set a date of a month) which is not my case. So, my question : Some times I need to create a subscription that will start at a future date but I needUse Zoho Billing's MCP Server to Catch, Recover, and Win Back At-Risk Subscriptions
MCP (Model Context Protocol) is a standard that lets AI access and act on your application's data through plain-language prompts. Zoho Billing's MCP Server connects your Zoho Billing data directly to AI like Claude and ChatGPT. You can easily get informationSubscriptions for service call
So we install products and we want to offer a service contract for the customers yearly service calls to be billed monthly. So ideally at some point we want to email them a quote for their needs. WE will choice it our end based on the equipment. It would📢 Coming Soon: Daily Rate Projects
Hello everyone, We're excited to announce a long-awaited, new billing type for projects: Daily Rate! Until now, projects supported Fixed Cost and Hourly Rate billing. With this update, you can now create projects billed on a daily rate, making it easierCancellation Fees
Hi, It really would be good if Billing could take subscription management further with cancellations & being able to apply or set a cancellation fee for a plan that is either fixed or prorated. It is not uncommon in subscriptions for cancellation feesCustom Field for Subscription
Hi, I can't find a way to add a custom field (to contain a license key generated from our software) against a subscription? Is the only place to add this information in the Invoice module (as custom field for invoice)? When a customer views his subscriptionWhat's New in Zoho Billing | April 2026
April 2026 brings a wide set of updates to Zoho Billing, from updated Payment Links layout and AI-powered billing workflows to smarter subscription quoting, better compliance tools for German Edition users, and more. Here's everything that's new. ConnectWhat's New in Zoho Billing | January 2026
Excited about the latest enhancements in Zoho Billing? Our January updates bring an intelligent AI assistant, smarter subscription management, and improved tax compliance, saving you time and reducing manual work. Dive into the details below to see howWhat's New in Zoho Billing | March 2026
March is here with a fresh wave of updates to Zoho Billing. From making compliance easier, reporting more flexible, to making day-to-day workflows smoother across the board. Here's everything that's new this month. Introducing Usage-Based Billing ReportsBilling Management: #3 Billing Unbilled Charges Periodically
We had a smooth sail into Prorated Billing, a practice that ensures fairness when customers join, upgrade, or downgrade a service at any point during the billing cycle. But what happens when a customer requests additional limits or features during theCoupon Codes and Cancelling Subscriptions
We have two Zoho One organizations, one we use for dev/testing. In Zoho Billing when we cancel a subscription, we are getting two different behaviors with regards to coupons. In one environment, the coupon is removed upon cancellation. In the other, theNext Page
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Announcements
Introducing Omnichannel Subscription
Your customers may choose to subscribe through different marketplaces such as Google Play or App Store. As your business expands, managing these subscriptions can become increasingly complex. To make it easier, we are introducing the Omnichannel SubscriptionWhat's New in Zoho Billing | August 2026
August has brought new ways to create flexible payment experiences, manage subscriptions, simplify administration, and automate advance invoicing in Zoho Billing. Here’s a look at the latest updates. Share a Hosted Page Link for Multiple Items You canWhat's New in Zoho Billing | July 2026
July brings a new set of updates to Zoho Billing to make your billing operations more efficient. These include a redesigned checkout experience, expanded Hosted Payment Page capabilities, compliance improvements, enhanced reporting, and more. EnhancementsWhat's New in Zoho Billing | June 2026
Hello users! June brings a new set of updates to Zoho Billing designed to strengthen how you manage subscriptions, customise your records, and handle expense documentation. This month's highlights include a new one-time addon quoting workflow for subscriptions,Use Secure Public Links for Sharing Transactions
Public links are the quickest way to send invoices or quotes to your customers. You can drop the link in an email, SMS, or WhatsApp message. But, links can be forwarded, and once they leave your customer's inbox, you can no longer control who sees your
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Migrating from Zoho Checkout to Zoho Billing
I have an active Zoho Checkout account where I'm charging customers for subscriptions. Now I'm looking to upgrade and only use Zoho BIlling, in which my account in on read only mode at the moment. I can see is also tracking the customers and its payments.Multiple subscription plan line items in Zoho Billing quotes
I run an IT company and sell a lot of licences. A client might have multiple subscription plans including software licences in different categories. A client might have Microsoft licences, antivirus licences, web hosting and maintenance package services.What's New in Zoho Billing | August 2026
August has brought new ways to create flexible payment experiences, manage subscriptions, simplify administration, and automate advance invoicing in Zoho Billing. Here’s a look at the latest updates. Share a Hosted Page Link for Multiple Items You canIntroducing Omnichannel Subscription
Your customers may choose to subscribe through different marketplaces such as Google Play or App Store. As your business expands, managing these subscriptions can become increasingly complex. To make it easier, we are introducing the Omnichannel Subscription
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Introducing Omnichannel Subscription
Your customers may choose to subscribe through different marketplaces such as Google Play or App Store. As your business expands, managing these subscriptions can become increasingly complex. To make it easier, we are introducing the Omnichannel SubscriptionWhat's New in Zoho Billing | July 2026
July brings a new set of updates to Zoho Billing to make your billing operations more efficient. These include a redesigned checkout experience, expanded Hosted Payment Page capabilities, compliance improvements, enhanced reporting, and more. EnhancementsUse Secure Public Links for Sharing Transactions
Public links are the quickest way to send invoices or quotes to your customers. You can drop the link in an email, SMS, or WhatsApp message. But, links can be forwarded, and once they leave your customer's inbox, you can no longer control who sees yourZoho Billing will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Billing will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older thanIntroducing Invoice Consolidation for Offline Subscriptions
Hello Folks, Glad to announce the feature of Invoice Consolidation for Offline Subscriptions. If you are having multiple subscriptions for your customers, now, you can send a single consolidated invoice for all the Offline Subscriptions that are getting renewed on the same date. Advantage? Customers will be receiving single invoice instead of multiple invoices upon renewal. Also reduces your efforts in follow-up with your customers for payment collections. For Example: If Customer has Subscription
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