Collections Management: #5 Convenience on Offer, using Self-Checkout

Collections Management: #5 Convenience on Offer, using Self-Checkout

"Is this the right page? Oh, now, it wants my address again. Why am I being redirected?" These were the exact thoughts running through Karan's mind as he tried to subscribe to an application he genuinely liked.


He clicked "Buy Now", expecting a quick payment.

Instead, he moved through confirmation screens, personal fields, billing sections and multi-step redirects. Somewhere between step four and five, his excitement quietly faded into frustration.

Checkout friction isn't loud; it doesn't crash or error out, but it silently kills the conversion. Most people walk away at the final step or a step before, which in turn results in a loss of revenue for the business they were supposed to earn.

Zoho Billing solves this by transforming the checkout experience into something clean, modern, measurable and more customer-friendly. Zoho Billing ensures smooth signups, fewer drop-offs and a checkout process that feels as simple as the product being purchased.

Self-Checkout in Zoho Billing 

Studies find that customers nowadays expect two things from the checkout: clarity and speed. Zoho Billing supports this by offering flexibility in defining how the hosted page would look.


Multi-Page Checkout 

Multi-page checkout is perfect for businesses that need to collect more customer information or provide step-by-step guidance. Rather than overwhelming customers with a long form, Zoho Billing breaks the journey into logical, digestible steps.

Here's how it's powered:

User Verification: 

Multi-page checkout supports OTP based email. This ensures a secure checkout experience and reduces junk or fake purchase attempts. Zoho Billing also supports pre-filling existing customer data during checkout when user verification is enabled.


By pre-filling the customer data, it literally skips one step in the process, allowing a quick checkout. Pre-filling customer information is also powered by Google, so customers can fetch their details that are already saved with Google during checkout.

Suppose customers need to modify the existing information. In that case, Zoho Billing allows them to edit their Name, Contact number, Billing Address, and other custom fields in place by enabling a simple setting. If the address-switching option is enabled, the customer can choose a saved address before subscribing. So, no more manual entry of existing information again and no more duplicate records being pushed to the system.

Detailed Plan & Addon Pages 

Multi-page checkout clearly separates Plan details, addon selection, and customizable options into the Order Summary. Before customers proceed, Zoho Billing presents a transparent pricing summary that includes recurring subscription charges, setup or activation fee, add-on pricing, frequency, and total.


This helps businesses with multiple tiers, usage components or additional purchasable features to show what is being offered without confusion.

Addon Selection with Control 

Multi-page checkout provides an intuitive add-on selection step where customers can select an optional add-on, adjust its quantity, and follow the add-on's minimum and maximum quantity restrictions. This flexibility ensures customers tailor their subscription correctly while preventing configuration errors.  


Payment Method Section 

While Zoho Billing supports various payment modes like cards, UPI, net banking, wallet, ACH and PayPal, the payment screen is intentionally kept clean, minimal and easy to choose in the Payment information section.

The entire purchase process is set up as a sequence with a logical order to reduce checkout delays.

Skip Payment Information for Trial Subscription 

If a subscription begins with a free trial, Zoho Billing can automatically skip the payment step, allowing customers to activate the trial instantly. Customers can be notified during trial expiry to update their payment information. This is convenience at its best, and this can significantly improve trial signups.


Single Page Checkout 

For many subscriptions and digital purchases, customers prefer speed. Single-page checkout compresses everything into a single streamlined screen, allowing customers to review the plan, enter their personal details, and complete the payment. All in one place or on one screen.


This is specifically designed for high-volume purchases, mobile users, simple subscription plans, and customers who want to pay instantly.

Taking Checkout to the Next Level 

Meta Pixel Support 

Zoho Billing now supports Meta Pixel for multi-page checkout templates, in addition to Google Analytics.

This opens the door for advanced customer tracking. One can track,

  • Customer behaviour insights at each checkout step.

  • Better ad-to-purchase attribution.

  • Target customers who dropped off.

  • Understanding campaigns' ROI with more precision.

 For subscription businesses, this is a massive step towards a tighter marketing performance loop.


Check out using QR Code 

Hosted pages can now be shared via QR Code, along with the existing link, buttons and iframe option. 

The QR code can be downloaded and embedded in websites, brochures, packages, posters, and even event venues. A simple scan takes the customers directly to the checkout, which is perfect for businesses that attract customers virtually and through events.

Abandoned Cart Tracking 

Zoho Billing records customers who begin checkout but don't complete the purchase. Businesses can track,

  • Where customers drop off

  • How far they progress

  • Which step causes the friction?

  • How often does this happen?

These insights help teams refine the flow or craft re-engagement strategies. Even a 5-10% recovery can significantly boost MRR.


Clear Purchase Acknowledgements 

Once the customer completes payment or activates their subscription, Zoho Billing leads them to a fully customizable Thank You page. It provides a clear summary of what they purchased, including the amount charged, subscription plan details, the next billing date, and the purchase acknowledgement. This reduces post-purchase confusion, builds trust and completes the checkout journey with clarity.  


Convenience implies Growth 

Modern customers reward convenience. They expect a payment flow that feels intuitive, fast and secure. Zoho Billing brings that convenience by offering it more flexibly. Businesses can choose between simple or multi-page checkouts, customise the page with the data they require, enable smarter tracking of customer behaviour, and, on top of it all, enjoy quick and secure payment processing.


The result is a checkout experience that is not just functional but predictable, automated, friendly and scalable. 

Notes
Up Next: Value Addition on Reactivation

    • Sticky Posts

    • Community Learning Series | Digest #5 — September 2020

      Dear customers, We're happy to bring you the September edition of our #CommunityDigest! Keep track of your subscription KPIs right from your smartphone: Last month, we enhanced our Android mobile app to help our customers get daily updates on their business health. We got to know from a lot of customers that this has made their job much more easier because they no longer have to keep a reminder to manually check on the previous day's revenue or activations. If you have not downloaded it yet, here's

    • Community Learning Series | Digest #4 - August 2020

      Dear customers, We hope you're staying safe and healthy. I'm happy to bring you the fourth edition of our #CommunityDigest with some brand-new updates from us. 1. Daily Business Updates (for Android users) The Zoho Subscriptions Android app has got a cool new update: You can now get a push notification to your smartphone that lets you know how many activations and cancellations have taken place, and what's the net revenue for the previous day. The best part is, you can tell the app when exactly you

    • Community Learning Series | Digest #3 - July 2020

      Dear customers, We hope you're staying safe and healthy. We're glad to bring you the July edition of our #CommunityDigest. New community members can view our previous newsletters here. This time, we have two major updates and three interesting topics for you: 1. Zoho Subscriptions Developer Community Since the inception of Zoho Subscriptions, our team believed that the recurring billing platform we provide should be able to offer an extensive API library that empowers businesses to automate most

    • Introducing: Community Learning Series | Digest #1 - May 2020

      Dear customers, We hope you are staying safe and healthy. Helping businesses manage their customer subscriptions more efficiently has always been, and always will be, our goal at Zoho Subscriptions. We strongly believe this is possible if we grow together as a community and share what we know with each other. To nurture this shared learning experience, here is our brand-new Community Learning Series! ​ Welcome to the first edition of our digest! Each edition of our community digest includes guides

      • Recent Topics

      • Start Workflow from Deluge Script

        I have developed a customized process from our CRM that leverages a deluge script to create a statement of work document. Once the document has been created via the merge and store function, I would like the ability to start a workdrive review & approve

      • Issue: Ticket Export Does Not Include Ticket Threads

        Dear Zoho Desk Support Team, I hope you’re doing well. I wanted to bring to your attention that the current ticket export feature in Zoho Desk does not seem to include the ticket threads or conversation history. When exporting tickets, only the summary

      • Pushover Notification Module

        Hello, it would be good if there would be a "Pushover" (https://pushover.net/) module besides the standard SMS module. Pushover is now very well known, especially in IT, and is becoming more and more popular. The biggest advantage are the customizable

      • Forward - no Ticket Number

        Hello, when I send an email to Zoho Desk via Reply or Reply All, the ticket number is in the subject line. But if I use forward then not. Is there an option to change this? We often forward e-mails and a reply to this will of course create a new ticket

      • Checkout: Adding Images

        Hello everyone, I’m trying to add a small GoGreen logo in the shipping section of the checkout to promote our sustainable shipping. While I can insert text without any issues, it seems that adding images is not supported in this area. Is there currently

      • Sortie de Zoho TABLE ??

        Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??

      • [solved] #original_sender trick not working for us

        Hello community ! We really like DESK.. it's working like a charm for us but I have a request. Some users are sending emails personnaly to me (instead of using the support adress).. and I saw there was a possibilty to use : #original_sender {mail@mail.com}

      • SalesIQ Chat Notifications

        I am the admin of our salesIQ implementation. About two weeks ago, I started hearing/seeing notification for ALL chats messages from monitored agents/chat participants. I don't need to see these, we have a manager who deals with this. I can't stop the

      • Auto-sync field of lookup value

        This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

      • Ensure Consistent Service Delivery with Comprehensive Job Sheets

        We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on

      • Correlated subqueries not supported in Zoho Analytics. This creates huge limitations

        Running into a major limitation in Zoho Analytics: correlated subqueries simply don’t work, even in completely standard SQL patterns inside a JOIN. Example: LEFT JOIN "Bills" b ON d."Id" = b."Deal ID" AND EXISTS ( SELECT 1 FROM "Bill

      • Unknown table or alias 'A1'

        I would like to create a subquery but i am getting the following error: Unknown table or alias 'A1' used in select query. This is the sql statement:  SELECT A1.active_paying_customers, A1.active_trial_customers, A1.new_paying_signup, date(A1.date_active_customers), 

      • Can we add custom fields to portal community profiles?

        How do we add custom fields to our profile pages in our portal community? If we have the ability to add custom fields, will we be able to access those fields via API? We want to use our Desk community in our help portal as our primary community and would

      • Future Orders - Due Date

        Hi In my role, I can receive tickets where the work required is requested months in advance. Using a Future Orders option, which I believe was setup under the On Hold status type, hides the Due Date, in all views/ticket etc. Whilst I understand the reasoning

      • HubSpot CRM to Zoho Creator Integration

        I'm trying to create an integration between HubSpot CRM and Zoho Creator with HubSpot being the push source (if a contact is created or updated in HubSpot, it pushes the information to Zoho Creator). I have two questions: 1- Is it best to use Zoho Flow

      • Sorting Descending in a lookup

        I have a case number lookup on multiple forms. I need the most recent added to appear at the top of the lookup or as the list of cases grom it's too much to scroll. Is there a way to have a look up sort descending?

      • Batch Emails in CRM Plus without using a template?

        Hi guys. Is it possible to send the same email to multiple people at the same time within CRM Plus without using an email template? At the moment we create a custom view in Contacts to display the people that we need. We then click the boxes on the left, and click 'Send Mail', but always need to select a template. Sometimes its better to write a quick one off message, without needing to set up a template first. Thanks.

      • bank charge

        a charge to my account was made that I did not authorize, of $16.46, for something that looks like "computer maintenance or something to that matter". please refund.

      • [Free Webinar] Product Updates: Quick Catch-Up Session - Part II - 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 featuring deep-dive technical sessions designed for developers, administrators, and app builders.

      • Introducing Liquid Glass UI on the Zoho Mail iOS app

        Hello everyone! We're excited to announce that the Zoho Mail app is now fully optimised for iOS 26's Liquid Glass design on both iPhone and iPad! The updated interface features transparent layers, smooth animations, and refined visual elements that enhance

      • Jobs at multiple locations

        Hi A lot of times we have same job open at multiple locations. So I would like an option where we can create a job and choose multiple locations. Currently we have to create individual jobs for each location. If we can create one job and mention multiple

      • Zoho Creator customer portal users

        Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3

      • Plan change from Zoho One to Zoho Workplace

        Hello Zoho, Following the recent pricing update for Zoho One, we are interested in transitioning to Zoho Workplace products. Please inform us about the necessary steps for this process so we can proceed promptly. Kind regards,

      • Is it possible to sync data every 5–10 minutes in Zoho Analytics (CRM or Excel imports)?

        Hello Team, I want to know if Zoho Analytics supports near real-time syncing of data from different sources. My requirements: I am importing data from Zoho CRM → Zoho Analytics I also have some datasets maintained in Excel/CSV I want both data sources

      • Partner with HDFC And Sbi Bank.

        Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

      • Links in Instagram

        Hi there, I have been using Later for a while now but keen to come back to Zoho Social as Later doesn't offer tagging of pages on Facebook but they offer something Zoho doesn't. You can add a link to your bio which opens up your profile feed where images

      • Spotlight #7 - Automatic Transitions in Blueprint

        Previously, records could not be moved from one state to another without user intervention. With automatic transitions, move records from one state to another automatically, when it elapses its pre-defined time. This Spotlight discusses how automatic

      • Sub Folders

        It would be great if there could be sub-folders in reports. We have a ton of individual reports and folders that would be easier to navigate this way 

      • Need a way to run a client script longet than 10 seconds

        By The Grace of G-D. Hi, Currently, Client Scripts are Timing out at 10 seconds. We have complex logics that needs more time. Can you add a feature request to increase the timeout?

      • Zoho CRM Community Digest - November 2025 | Part 2

        Hello Everyone! Second half of November brought several exciting updates, especially around Zia, making AI assistance smarter, faster, and more context-aware. We also feature engaging community snippets highlighting members who went the extra mile to

      • Zoho CRM - Writing Assistant Tone

        Hi Zoho CRM Team, Text in my emails often gets underlined in yellow because I tend to use a more informal tone with my client's, like using "I'm" instead of "I am". Is there some way for me to tell the system that this is my preferred writing tone, so

      • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

        Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful

      • Hide Contact Number for Field Users & Agents

        Is it possible to hide the contact number in both the Service Appointment and Work Order modules for field users and agents? The agents are using the Zoho FSM mobile app, and we want to restrict them from viewing the contact number.

      • Introducing Dark Mode / Light Mode : A New Look For Your CRM

        Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for

      • Zoho Flow Credits

        Hi , I would like to ask the reason why every time I added plus credit but few days later I will return back to default? (as below I add credit to 3000 but today It change back to 1000) Most important is, when the credit fully used, not any reminder to

      • Form Submission Emails

        Is there a current delay with submission emails being sent? We've had 10-20 forms completed today but only a handful of emails.

      • How to update Multi File upload field

        Assume that i have a multi file upload field,how can i update the same field again?

      • What is the simplest way to import PST to Yahoo Mail?

        The simplest way to import PST file into Yahoo Mail is to use a third-party tool that supports direct PST-to-Yahoo migration. Software like Aryson PST Converter lets you upload emails, contacts, attachments, and folders from a PST file straight into your

      • Subform edits don't appear in parent record timeline?

        Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

      • 【Zoho CRM for Everyone】設定画面のアップデート

        ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、Zoho CRM for Everyone の設定画面のアップデート情報をご紹介します。 目次 設定ホーム画面の追加 設定画面での検索結果の表示形式の変更 設定画面でのよく使用する機能の表示 設定メニューの展開/折りたたみ状態の保持 1. 設定ホーム画面の追加 ホーム画面の設定項目は、直感的に分類できるように"カテゴリごと"で分けられています。 このような一元化された表示により、各ツールが1つの画面に集約され、必要な機能をより簡単に見つけられるようになりました。

      • Next Page