What's New in Zoho Billing | July 2026

What'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.

Enhancements to Hosted Payment Pages

 Share Hosted Payment Page for Items   

You can now let customers purchase items online using Hosted Payment Pages. Share the page as a URL, QR code, or embed it on your website using an iframe or HTML button. Customers can complete their payment online, and Zoho Billing automatically creates an invoice or sales receipt after a successful payment, eliminating the need to create transactions in advance or manually follow up for payments.



To do this, go to Items > select an item > click Share Hosted Payment Page.

Experience the Redesigned Single Page Layout  

Zoho Billing now offers a redesigned Single Page Layout for Hosted Payment Pages. Customers can complete one-time purchases and subscriptions through a unified checkout flow, with the order summary, coupons, recommended addons, and price and tax breakdown visible at a glance.

The redesigned layout supports:
  1. Customer Portal sign-in and sign-up during checkout
  2. Auto-save and resume, allowing customers to continue from where they left off after leaving or refreshing the page
  3. Abandoned cart recovery

Info
 This feature is currently in early access for organizations created before 24 July 2026. Reach out to us at support@zohobilling.com to have it enabled for your organization.  

Enable Mobile Number OTP Verification (India Edition)

Customers checking out through Hosted Payment Pages can now verify their identity using their registered mobile number in addition to email, providing a faster, mobile-first verification experience. When enabled, customers can also log in to the Customer Portal using the same mobile number OTP verification. After enabling mobile verification, you can customize the OTP SMS template in SMS Notifications settings.



To enable this, go to Settings > Hosted Payment Pages > Edit or create a template > User Verification Settings > select Verify with Email or Mobile. You can then configure if the verification should be done through SMS, email or both.
Info
 This feature is currently in early access. Reach out to us at support@zohobilling.com to have it enabled for your organization.  

Configure Custom Fields

You can now configure Customer and Invoice Custom Fields in Hosted Payment Pages to collect additional information during checkout. You can manage the custom fields that should be displayed on the hosted payment page and its type. Learn More

Here's what you can do:
  1. Show or hide the field
  2. Set it as Mandatory, Optional, Read Only, or Hidden
  3. Reorder fields to control their display sequence

View the Payment Method Summary Report 

The new Payment Method Summary report provides an overview of the stored payment methods. It helps you monitor active, inactive, and expiring payment methods, along with the number of subscriptions associated with each. You can also use the Subscriptions by Payment Method drilldown report, where you can view subscription status, customer details, and subscription amounts.

 Track Active Subscriptions by Product and Country     

Get a clearer view of your active subscription base with two new reports in Zoho Billing.
  1. Active Subscriptions by Product  - View the number of active subscriptions for each product across different periods. Group the data by day or month to analyze daily changes or get a broader view of subscription trends.
  2. Active Subscriptions by Country - View the number of active subscriptions across countries over time. Group the data by day or month based on the level of detail you need.
These reports help you track how your active subscriptions change over time and identify the products or markets that are gaining or losing traction.

Import and Export TDS Taxes (India & Global Editions)  

You can now import and export TDS rates and TDS group taxes in bulk. This makes it easier to add or update multiple TDS rates without configuring each one individually, and export existing TDS data when you need it for review or record-keeping.

To do this, go to Settings > Direct Taxes > Income TDS Rates > More Icon > Import.

Configure Role-Based Access for SKU Field

You can now configure role-based permissions for the SKU field of an item. This lets you control whether users in each role can view and edit the SKU field, view it without making changes, or keep it hidden from them.


To configure access, go to Settings > General > Products > Fields, click the More icon next to SKU, and select Configure Access. Set the access for each role to Read and Write, Read Only, or Hidden, then click Save.
 
-----------
Try these updates and let us know what you think in the comments. You can also explore previous releases in the What's New timeline. If you have any questions or need assistance, contact us at support@zohobilling.com.
Best regards,
The Zoho Billing Team
    • Sticky Posts

    • What's New in Zoho Billing | September 2026

      September brings new capabilities to Zoho Billing across subscriptions, payments, reports, and the product catalog. From managing subscriptions through the Play Store and App Store to setting usage limits for Hosted Payment Page links and configuring
    • 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 Subscription
    • What'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. Enhancements
    • 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
      • Recent Topics

      • Meet your customers on Arattai, from inside Zoho CRM

        Hello everyone, Your customers reach you on the apps they already use. Zoho CRM now supports one more: our very own Arattai! When someone messages your Arattai Business number, the conversation arrives in the Messages module in CRM, right beside your
      • Running Balance

        Please add automatically Running balance in ledger view. Taking lot of time, every time to add manually
      • MAKING ENTRY TIME MORE USER FRIENDLY AND FASTER O PREVENT TAB TIME

        I AM CURIOUS TO KNOW IF WE CAN MAKE IT MORE USER FRIENDLY WHILE MAKING BILLS , I MAJORLY USE OVER DESKTOP SO I AM SUGGESTING TO REMOVE TAB TIME WHILE ENTERING BILL OR MAKING INVOICE DIRECT JUMP TO ONLY REGULAR PARTS OF THE BILL . YOURS RAKESH 782866
      • Unable to export reports despite enabled report export permissions

        Hi Zoho Community, We are unable to export reports in Zoho CRM. When attempting an export, we receive the following error: “Cannot Export Report — You do not have permission to export one or more modules used in this report. Please contact your administrator.”
      • Add Payment Information (like Bank details)

        I am using the Free plan of Zoho Books. I need to add the bank details/ UPI details on the invoice. How can I do that. I have added the details in the Bank Section.
      • account access nahi kar pa raha hoo

        hello sir/maddam, mera naam Indrasen Lodhi hai meri zoho mail id "indrasenlodhi@zohomail.in" hai. main iska authenticator app bhul gaya hu, mere pass bachup code bhi nahi hai. kripya meri madad kijiye.
      • Keep Sensitive Customer Data Private with Field Masking in Zoho CRM

        Hello CRM community, Customer records in your CRM are often accessible across multiple teams, but not every team needs visibility into every field. A non-sales team, for instance, has no real need to see a contact's mobile number, and a support agent
      • Generate a Zoho Sign link

        From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.
      • E-invoicing setup not completed in Zoho Books

        My status on the EmaraTax portal appears as linked with Zoho. However, when I try to complete the setup on the E-invoicing tab in Zoho Books settings, I receive an error saying: "E-Invoicing could not be enabled as the FTA portal is currently unreachable.
      • Notes - Reaction Buttons

        Using the native notes option within CRM is fine, it works and the RTF features are great, however, would it be possible - if there isnt already something in place, where we can add a reactions button, similar to teams/whatsapp to show that its been read
      • Generate a link for Zoho Sign we can copy and use in a separate email

        Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
      • Need help with importing expenses

        I'm using the template downloaded from the application. When I try to import my expenses, I get the message: Duplicate entry in the Expense Date column. Ensure it contains unique values. None of the rows will import. There are duplicate dates, but they
      • #12 Bringing In A Second Pair Of Hands

        Meera's studio became a two-person business in month five. Adding the second person took ten minutes. Working out why Meera herself was showing up as Staff took considerably longer. The Usual Way To Do This Covered in our published General FAQ, with the
      • How can I add a Custom Field (or Customer_name) to a picklist?

        Our workflow is Shopify-->SO -->Picklist-->Package-->Shipment. We would like to have the Picklist template to include a custom field "Customer_Notes" (we have created this field already). This way we get alerted when a customer has notes on their account.
      • Header Line in Quote product rows

        I believe this is an essential feature that Zoho should provide us, when adding products we want the ability to add titles for our product, in quotes: The Solution/Category Title Product1 Product2..... and then it would show the sub-total of that title 
      • 👍 Zoho CRM's Notes now gets Reactions and a new look

        Moderation update: Currently available in the following DC's CA, AU, CN, UAE, JP, SA - All Editions EU - Free, Standard and Professional Hello everyone, Notes help users capture important updates, collaborate with teammates, and maintain context for records.
      • Add @Mention Notifications in Zoho Cliq for Zoho Project Mentions

        Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding "Projects Bot" Cliq bot notifications for @mentions inside Zoho Projects comments (Tasks and Issues). Current Behavior: At the moment, when someone
      • Can't connect to POP and SMTP over VPN

        I use Thunderbird to access Zoho Mail via POP and SMTP. I have configured an app-specific password for Thunderbird to use. Everything is properly configured and works correctly — until I enable my VPN. I'm using a paid commercial VPN service (Mullvad).
      • Outgoing Mail Blocked – Suspicious Login Activity (Need Clarification and Solution)

        Hello, I’m currently facing an issue where my Zoho Mail account has been blocked due to “suspicious login activity,” and outgoing emails are restricted. Here are the details shown: Block type: Outgoing mail blocked Reason: Suspicious login activity A
      • Online Payment Fees

        We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd
      • O SalesIQ aceita números do Whatsapp Business com coextistência?

        Tenho uma equipe com vários vendedores e cada um deles tem um celular corporativo usando o Whatsapp Business para se comunicar com os clientes. Estamos no plano Zoho One e esses mesmos vendedores também usam o SalesIQ para atender os leads que vem do
      • Losing description after merging tickets

        Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.
      • Any update on much requested feature, to delete attachments without deleting the e-mail body?

        People have been requesting the ability to delete e-mail attachments without deleting the e-mail for more than ten years now. The latest I see is marked "Working On It" and a year ago it was supposedly being added, see here: https://help.zoho.com/portal/en/community/topic/is-there-a-way-to-delete-mail-attachments-without-deleting-the-text
      • Undo/redo when composing Mail

        Where is the undo/redo button when composing mail? I've new to Zoho, I've looked, I've searched and can't find it. What am I missing?
      • Mail menu bar items missing in Inbox and folders

        Last night some shortcuts such as Move to Folder, Archive, Delete, Mark as spam, and others, disappeared from my Mail menu bar, along with items in the vertical three dots extension such as Mark as read, Flag as, Mark as unread, etc. What I now have instead
      • ERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer

        This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. *****, ERROR CODE :554 - Your access to this mail system has been rejected due
      • Sent items with shared folders

        Hello, this is in some way in between a problem and an idea.  When sharing folders (which is actually not any close to a shared mailbox...) the person which the folder has been shared with can access that folder and can send emails when delegation is
      • What's New in Zoho Inventory | July & August 2026

        Hello users, The July and August 2026 releases bring a range of new features and improvements across the product. From the Nigeria Edition and Super Admin enhancements to Sri Lanka IRD-compliant invoicing, Loyalty Program Management, and improvements
      • E-mail com problema

        Não estou recebendo e-mail desde Janeiro. Algo desconfigurou e eu não consigo resolver. Podem ajudar? Aguardo. Wagner Della Aversana Whats 55 11 985119899
      • Account Blocked due to Suspicious Activity.

        Hello, Trying to get access to my account, I have found this message above in the subject of this message. I am unable to log back to my account (see err. mess. below.) and thus cannot get rif of this following the Zoho procedure : I followed the step
      • SAML authentication in Zoho Mail: Simplify and secure your organization's login management

        Managing login credentials across multiple web applications can be challenging for organizations with a large number of users. Without a centralized authentication system, users are required to maintain separate passwords for each application, increasing
      • How to prepare a balance sheet for a company that has no operations yet?

        .
      • Can't create new account in zoho email

        Hello, i'm trying to create some free accounts to my customers... and since yesterday i can't create a new account, what is wrong? why i can't create free account? Thank You
      • Name autocomplete

        Hi, During searching emails the web tool does not always propose the auto-completion of the saved emails. As a result I either have to go to contacts and look up the exact email, or the exact full name including the middle name and any dots, which is
      • Introducing Incentives for Zoho CRM: Build, automate, and track sales commissions

        Dear Customers, We are here with an amazing news! We built a direct solution to help manage your commission provisioning activity in your business. From creating commission plans to issuing payouts, this application leverages your sales reps’ performance
      • Bank Feeds - Again

        Bank feeds broken again for me. I don't see other recent posts on this, so maybe it's just us? Tried: refresh update cred/ deact./react. feeds chat support Nothing. On day 2 without zoho as a result, which is crippling for us. We've used zoho for a year
      • Create a single record from multiple images with ICR

        Hello all, Zia's Intelligent Character Recognition can now create a single record from multiple images based on the configured ICR rule. Users can upload up to three images at once, such as an ID, a passport, and a business card, and Zia will extract
      • SPF failure in android app

        I have no domain. I am not admin of anything. All I want to do is send an email from a zohomail.eu address, using the Zoho android app, with all settings as default. I do not use Office 365, or EOP, or Outlook, and I have no domain or domain registrar.
      • Zoho Books | Product updates | August 2026

        Hello users, July has been an exciting month for Zoho Books! This month, we're excited to introduce HTML PDF Templates, Placeholders as Pills, expanded approval workflows for Sales Returns and Journals, and significant compliance updates across the India,
      • Page Not Found error - 404 error

        Hello, I am a first time user of zoho sites.I just published my website dentistinminneapolis.com but its giving me a 404 error.Please look into it ASAP and help with the problem.
      • Next Page