What's New in Zoho Billing - Q1 2025

What's New in Zoho Billing - Q1 2025

Hello everyone,
We're excited to share the first set of feature updates for Zoho Billing in Q1 2025, ranging from manual revenue recognition to custom notifications for API usage limits. Keep reading to learn more.

Leave Organization Option

Zoho Billing now allows you to leave an organization directly from the Manage Organizations page. However, if you are an admin in an organization that has integrations enabled, you will need to disable them before leaving. The other admins will need to set up the integrations again. If you are the only admin or the admin who created the organization, you have to delete it instead.
To leave an organization:
  • Click the organization name at the top.
  • Click Manage.
  • Click the more icon, and select Leave Organization.
  • Then, select I'm aware that I cannot access this Zoho Billing organization once I leave.
  • Click OK.

Filter Lookup Custom Fields 

Filter your lookup custom fields by using custom views and configuring criteria. If you configure both, records will be filtered based on both the custom view and criteria, ensuring that all conditions are met. For example, if you want a custom field for a customer, which can display only paid invoices, you can create a lookup custom field with the criteria set as Invoice Status is Paid. Now, you can select only from the paid invoices while creating a customer. 

Create Group and Compound Taxes [Germany Edition]


In Germany, local tax rates and surcharges can be levied alongside the existing VAT in specific cases, such as municipal or tourism taxes. Zoho Billing now supports creating tgroup taxes and compound taxes to accommodate for these cases. 
If the local tax is added to the Total Amount, VAT will be calculated on the entire amount, including the surcharge. However, if the local tax is applied separately, VAT will not be applied on the surcharge and will not appear in the VAT-based reports.

Import E-invoice Formats from Customer Portal [Germany Edition]


Your customers can now import their invoices and credit notes from the Customer Portal in Germany's e-invoice formats (XRechnung and ZUGFeRD_2.3.0). This particularly helps them to create bills and vendor credits in their accounting software.

Import Revenue Recognition Details for Transactions


Note: This feature is supported in organizations that have enabled Revenue Recognition. 
You can now import revenue recognition details for your existing transactions directly from the transaction's list page. Zoho Billing allows you to overwrite existing revenue recognition details, helping you to edit multiple revenue recognition entries at once. This feature is supported for invoices, subscriptions, and credit notes.

Manual Revenue Recognition


Note: This feature is supported in organizations that have enabled Revenue Recognition. 
You can take control of when and how much revenue you want to recognize with Manual Revenue Recognition, while ensuring compliance with IFRS 15 guidelines. This is particularly helpful in business scenarios, involving complex transactions, where rule-based automated revenue recognition cannot be applied.

Multi-Factor Authentication in Customer Portal


Note: This feature is currently available only in India and US editions of Zoho Billing.
Enhance your customer's account security with Multi-Factor Authentication for Customer Portal. This adds an extra layer of protection with a Time-Based One-Time Password (TOTP), which the customer is required to add along with the login credentials.
Your organization's admins can enable MFA from the Customer Portal settings. Once enabled, your customers have to configure it from an authenticator app. After setup, your customers have to enter TOTP from their authenticator app along with their login credentials. If your customers lose access to the authenticator app, admins can reset MFA for them.
If you disable MFA for your organization later, your customers who have configured MFA will still have to enter the TOTP to log in to the Customer Portal.

Pin Columns in List Pages

If you have more than 8 columns in a list page, it can be difficult to keep sight of important information while viewing other columns. Zoho Billing now allows you to pin up to 2 columns to the left, allowing you to freely scroll horizontally without losing sight of important columns.


Set Custom Notifications for API Usage Limit

Set up custom notifications to receive mails and in-app notifications when your organization's daily API usage crosses a limit. You can set up to three daily API usage limits. To set up custom notifications for API usage limits:
  • Navigate to Settings and select API Usage under Developer & Data.
  • Click Configure Usage Limit Notification.
  • Select up to three API Usage (%).
  • Select Email Recipients.
  • Click Send Sample Notification to view how the in-app notification will appear.
  • Click Save.
You can add email recipients based on roles or direct users. Once a daily API usage limit is crossed, the recipients will receive an email and in-app notification.

We'd love to hear what you think about these features in the comments below.
If you require any assistance, please write to our dedicated support team at support@zohobilling.com – we'd be happy to help!

    • Sticky Posts

    • Zoho 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 than

    • Introducing Developer Space in Zoho Subscriptions

      Hello devs! At Zoho Subscriptions, we're constantly looking for ways to empower the developer community. Our goal is to provide you with the tools you need to integrate Zoho Subscriptions with your other platforms, and we also want to make it easy to

      • Recent Topics

      • Workflow for deposit to bank account

        Hello, Is it possible to make a workflow when a deposit is made to your bank account which is coupled to Zoho books? I want Zoho to sent an email each time a deposit is made to our bank account via a workflow. Regards, Steven

      • Marking Retainer invoice paid through Deluge

        Hey Everyone, We have a scenario where we are collecting deposit payments on our website. Now, in zoho books, we need to create a retainer invoice and mark it as paid automatically using deluge just like we can mark normal invoices as paid. I have tried

      • Create a new record in custom module vi custom button

        I have zoho books premium plan . I have 2 custom modules in zoho books. 1. Goods Receipt 2. Delivery Order, I need to select multiple records from Goods Receipt and create a new Delivery order from these multiple records. (like multilple sales order into

      • Profile date settings

        At present I have "EEE, MMMM dd, yyyy" but this takes an exessive amount of column space, we should be able to input our own format. I would like to use "EEE, MMM dd, yy" - a much shorter version of the above but with the same abbreviated info, requiring

      • Delivery Method Field in Sales Order Module

        In Books and in Sales orders, the "Delivery Method" field seems to allow for anything to be entered and it seems to store those entries for future use.  When you chose to convert a sales order to a purchase order, the related field is now called "Shipment

      • Editing / Removing stages for pipeline

        Hello, I'm trying to create a new pipeline. I created a new stage and made an error when entering the probability. How can I edit fields in stages that I created? Can I delete these stages from "Add Stages" list?

      • Dynamically Filter User Lookup in CRM Subform

        We have a subform called Pricing Calculator in the Zoho CRM Opportunity module and need some assistance. Current Setup: First column: Picklist (Level) Second column: User Lookup field When a Level is selected, we want the User lookup to display only users

      • change time zone

        can't seem to figure out how to change the time zone of the project

      • Bigin iOS app update: Built-in telephony and RingCentral support

        Hello everyone! We are excited to introduce Built-In Telephony and RingCentral support in the latest iOS version(v1.11.13) of the Bigin mobile app. Once the integration is completed on the Bigin desktop site(bigin.zoho.com), you can choose the Built-In

      • Add Image or Update Image API - for Items Module

        I am trying to add new Items to Zoho Inventory from Zoho Creator. I achieved this using Zoho Inventory Create Item API, but how to add or update the item image from Zoho Creator to Zoho Inventory Item Module?

      • Introducing Booking Pages—a topping for your Calendar Scheduling needs!

        Greetings, We're here with a new topping for Bigin! Let's dive into the details. What does this topping do? Scheduling appointments with customers is one of the most common challenges small businesses face on a daily basis, as it often involves frequent

      • Debugging `try` blocks : Tip

        I find it annoying that if one line inside a `try` block has an error, the Deluge arser points the beginning of the block to the location of the error. BUT, if you temporarily comment out the initial `try {`  The parser goes through the whole block and

      • Use approval workflow comments in record scripts

        Greetings, i'm running an approval workflow for my records, during approval/rejection there is a step where comments are entered. i want to add there comments to the record and to use them in various deluge scripts like sending emails and so on.  how

      • ZOHO Store

        Not able to make a payment We are using Zoho One, and we are from India. The payment currency, which shows for us, is in USD. But the system says we can choose Country/Region India if it shows INR only. Attaching screenshots for more info.

      • Support Migration into Aliases in Zoho Mail

        Hello Zoho Mail Team, How are you? We are in the process of migrating some of our users from Google Workspace (Gmail and Google Drive) to Zoho. During this process, we noticed that Zoho Mail currently only supports migration into a primary mailbox and

      • API for Z Workdrive Flow Make-Integromat ?

        We are zoho workdrive fans Also we would like to have an api to work with Zoho Flow or with Make better known by its old name INTEGROMAT Is it planned and when? 3 months -6 months or more?

      • Apps Pane no longer visible

        I have read all the info and help and nothing works, I do not have a "show apps" anywhere and I can no longer see my Apps pane in the left hand side of mail, please advise how to get this back

      • Canvas View - Print

        What is the best way to accomplish a print to PDF of the canvas view?

      • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(8/21)

        ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 8月開催のZoho ワークアウトについてお知らせします。 今回はZoomにてオンライン開催します。 ▷▷参加登録はこちら：https://us02web.zoom.us/meeting/register/eVOEnBsSQ2uvX4WN5Z5DeQ ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho

      • New in Zoho Forms: Inline OTP Verification

        Hello form builders, We are excited to announce the launch of Inline OTP Verification in Zoho Forms, a smarter way to ensure the authenticity of the contact details you collect. Until now, OTP Verification in Zoho Forms worked as a pre-access step: respondents

      • Zoho Mail : Associate emails with Meeting records and allow multiple emails to be assocaited at once

        Is there a workaround that would allow either of these? I want to associate emails with Meeting records. I also would like to be able to select multiple emails at once for association with a record.

      • Create task from email

        Is there a way on mobile to create a task from an email? I use this feature a lot and when traveling now I read email on mobile. By the time I get to my office I forget about them since I didn't add it to a task. Is this feature missing on moble?

      • Zoho Socials - Unable to view Channels and SmartQ

        Hi, The channel Facebook has been added by the admin, however, it is not visible on the User level (employee). Other channels are visible. Also, we have the premium account, and SmartQ is not working. Can anyone help? Regards, Priyanka

      • Eliminating Manual Consolidation: Automating Currency Field Sync from Task to Project

        Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:

      • We want to set the "Converted from Lead" value in Deals using a Workflow or via a Deluge script. How?

        For use in Zoho Analytics, we need the field "Converted from Lead" filled in our deal records. This field is empty everywhere, because we do not create deals directly when converting a lead to a contact. We want to do that using the API or a workflow

      • Sales Orders: Quoted_Items + items in another subform -> into Ordered_Items ?

        hello, When creating Sales Orders, is it posible to inherit/fill the Ordered_Items with all the items from Quoted_Items + all the items from a customized subform with similar fields? Since you can create a sales order in different ways (convert, new -

      • How to cancel the GSTR1 pushed to GSTN

        How to cancel the GSTR1 Pushed to GSTN, some rectifications to be done in HSN & SAC code

      • Zoho Books API — Invalid Operation Type / Scope does not exist

        Hello Team, We are unable to use the Zoho Books API from our registered application. We’ve already: Created a client in Zoho API Console using (Admin in Books) Generated the OAuth code and token successfully Used the correct scopes: ZohoBooks.fullaccess,ZohoOauth.userinfo.READ

      • Enhancements in Canvas

        Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! Reusable

      • Minimum order quantity

        Is there a way to enforce a minimum order quantity - ie has to have a minimum of 250?

      • 【Zoho CRM】ポータル機能のアップデート：UIとポータルの作成フローの変更

        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、ポータル機能のアップデートをご紹介します。 目次 概要 ユーザーグループの作成フローの変更 ユーザーグループ詳細画面内のタブについて 「タブと権限」タブについて 「設定」タブについて 概要 UIとポータルの作成フローが変更されました。ポータルの新機能に先立ち、UIを一部変更しました。タブやオプションの配置を見直し、機能へよりアクセスしやすくなっています。 また、「ポータルユーザーの種類」は今後、「ユーザーグループ」と呼称され、ページ上のボタンも「ユーザーグループを作成する」に変更されます。

      • Tax on Imported goods charged by Shipping Company

        Hi Folks, I imported goods from outside Canada, for better understanding I will give an example data. imported goods value: 2000$ The shipping company sent me an invoice containing the following information: Custom duty on imported goods: 400$ Administration

      • Prefilled Date fields auto-changed and then locked when using “Edit as new”

        If a document out for signature has date fields (not SignedDate fields) that were pre-filled before sending, and then you use “Edit as new” to create a new version of the same document, the value of those date fields gets automatically changed to today

      • Zoho Webinar via Social Media

        Hello, is it possible to stream a Zoho Webinar via Social Media like Linkedin or Facebook?

      • Add Hebrew & RTL Support to Feedback Widget

        Hello Zoho Desk Team, How are you? We are using Zoho Desk and would like to utilize the Feedback Widget. While Zoho Desk itself supports Hebrew and RTL, the Feedback Widget unfortunately does not. We kindly request that Hebrew and full RTL support be

      • OAUTH2 isn't working with Power Automate and N8N (Zoho Desk)

        Hello, I am trying to set up an OAuth2 connection to the Zoho Desk API, but the authentication flow fails immediately. I am experiencing this issue in two separate platforms: Microsoft Power Automate (using a Custom Connector) and n8n. Instead of being

      • Kit Items Breaking Automations - "Provide mapped components for all kit items"

        This has been brought up in other threads, but I believe this issue warrants its own topic. Whenever a sales document (Estimate, Sales Order, Invoice) is created or manipulated programmatically, trying to include a Kit as an Item throws this error: "Provide

      • Show item Cost value on Item screen

        The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the item

      • Mark shipment as delivered via api

        Hellloooo again Zoho guys !! More help required if you would be so kind, pleeeezz..... var options =        {         'method' : 'post',         'contentType' : 'application/json',         'muteHttpExceptions' : true       }; var myPackNo  = encodeURIComponent('###################');

      • Setting Alternative units for an item.

        Hello Team, How to create alternate units for an item. We are placing orders for stocks in boxes. One box contain 24 items. At the time of selling we have two categories of buyers wholesalers and retailers. So the sales will be in PCS and in boxes also.

      • Next Page