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

      • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

        Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

      • Zoho CRMの流入元について

        Zoho CRMとZoho formsを連携し、 formsで作成したフォームをサイトに埋め込み運用中です。 UTMパラメータの取得をformsを行い、Zoho CRMの見込み客タブにカスタム項目で反映される状況になっています。 広告に関してはUTMパラメータで取得できているため問題ないのですが、オーガニック流入でフォーム送信の場合も計測したいです。メールやGoogle、Yahoo、directなどの流入元のチャネルが反映されるようにしたいのですが、どのように設定したら良いでしょうか。 また、

      • Error While Sign in on Zoho Work Drive

        Dear Team, I hope this email finds you well. I have recently created a Zoho account and started using it. But while I am trying to log in to Zoho work drive it won't log me in its crashing every time I try it. I have tried it on android app, phone browser

      • Choosing a portal option and the "Unified customer portal"?

        I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might best

      • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

        Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow

      • Unified Directory : How to Access ?

        I signed in to Zoho One this morning and was met with the pop up about the upgraded directory (yay!) I watched the video and pressed "Get Started" ... and it took me back to the standard interface. How do I actually access the new portal/directory ?

      • Translation support expanded for Modules, Subforms and Related Lists

        Hello Everyone!   The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended

      • Unified task view

        Possible to enable the unified task view in Trident, that is currently available in Mail?

      • Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

        Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass

      • Importing data into Assets

        So we have a module in Zoho CRM called customers equipments. It links to customers modules, accounts (if needed) and products. I made a sample export and created extra fields in zoho fsm assets module. The import fails. Could not find a matching parent

      • Allow instruction field in Job Sheets

        Hello, I would like to know if it is possible to have an instruction field (multi line text) in a job sheet or if there is a workaround to be able to do it. Currently we are pretty limited in terms of fields in job sheets which makes it a bit of a struggle

      • Streamlining Work Order Automation with Zoho Projects, Writer & WorkDrive

        Hello Community, Here is the first post in 'Integration & Automation' Series. Use Case :: Create, Merge, Sign & Store Documents in Zoho WorkDrive. Scenario :: You have a standard Work Order template created in Zoho Writer. When a task status is chosen

      • The dimensions of multilingual power

        Hola, saludos de Zoho Desk. Bonjour, salutations de Zoho Desk. Hallo, Grüße von Zoho Desk. Ciao, saluti da Zoho Desk. Olá, saudações da Zoho Desk. வணக்கம், Zoho Desk இலிருந்து வாழ்த்துகள். 你好，来自 Zoho Desk 的问候。 مرحباً، تحيات من Zoho Desk. नमस्ते, Zoho

      • Multi-line address lines

        How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool just ignores it. Plus, I can't seem to even enter it on the standard entry screen.

      • Accessing Zoho Forms

        Hi all, We're having trouble giving me access to our company's Zoho Forms account. I can log in to a Forms account that I can see was set up a year ago, but can't see any shared forms. I can log into Zoho CRM and see our company information there without

      • Archiving Contacts

        How do I archive a list of contacts, or individual contacts?

      • Cost of good field

        Is there a way we can have cost of good sold as a field added to the back end of the invoicing procedure and available in reports?

      • How to add image to items list in Invoice or Estimate?

        Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just because

      • Issue with the Permission to Zoho Form

        I am getting an error by signing in to zoho form as it is stated that i don't have permission to access this is admin account

      • CRM templates

        Hello everyone, In my company we use Zoho campaigns where we set up all newsletters and we use Zoho CRM for transactional emails. I have created some templates in Zoho campaigns but from my understanding i cannot use those in Zoho CRM, right?

      • Meet Canvas' Grid component: Your easiest way to build responsive record templates

        Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.

      • Where 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 dataset

      • Pending Sales Order Reports

        Pending sale order report is available for any single customer, Individual report is available after 3-4 clicks but consolidated list is needed to know the status each item. please help me.

      • Zoho Mail SMTP IP addresses

        We are using Zoho Mail and needs to whitelist IP for some redirections from your service to another e-mails. You can provide IP address list for Zohomail SMTP servers?

      • Migrate Your Notes from OneNote to Zoho Notebook Today

        Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import

      • Zoho Campaigns - Why do contacts have owners?

        When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have

      • One Contact with Multiple Accounts with Portal enabled

        I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

      • email forwarding not working

        Your email forwarding service does not work. I received the confirmation email and completed the confirmation, after that nothing and nothing since no matter what I have tried. Shame as everything else was smooth. I spose it's harder to run one of these web based internet mail services than you guys thought!!! can you fix the email forwarding asap PLEASE!

      • Google Ads Conversions Not Being Tracked in Zoho CRM

        We have 3 different conversions created in our Google Ads Account. Only one of the 3 conversion types is tracking in Zoho CRM. Our forms are Elementor Forms that are mapped into Zoho CRM. It apprears to me that all leads are showing up in Zoho CRM, but

      • Enable Locations for Expense

        Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.

      • Currency abbreviations

        Hello, Im stuck, and need help. I need the currency fields for example, opportunity value, or total revenue, to be abbreviated, lets say for 1,000 - 1K, 1,000,000 - 1M, and so on, how should I do this?

      • in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books

        in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books . how I get the file From zoho creator and upload to Zoho Books . using Api response = invokeUrl [ url: "https://www.zohoapis.com/creator/v2.1/data/hh/l130/report/All_Customer_Payments/"+input.ID

      • 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

      • Syntax for URLs in HTML Snippets

        What are some best practices for inserting a URL in an HTML snippet? I've looked at Zoho Help articles on navigation-based and functional-based URLs, but I'm still unclear on how to incorporate them in an HTML snippet. For example, 1. How do I link to

      • Rate Limiting in Zoho Flow (OpenAI API)

        Hi Everyone, We are facing some issues when using Zoho Flow as we have a deluge script running which is making external calls to OpenAI endpoint. Sometimes the response takes more than 30 seconds meaning the script will timeout. We want to implement a

      • Placing a condition before converting the LEAD

        Hi,  I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead.  For example: up until the certain status's doesn't equal "green" don't allow to convert lead.  I tried creating this using

      • it is possible to open a widget via deluge script function

        I have one function that is workflow action I call my fucntion I need to call the internal widget it is possible to open or it have to please tell me the solution

      • Creator - Portal Custom Domain

        I will pay $100 in crypto to anyone who can actually get my Creator Custom Domain to function (actually tell me how you got yours to).  Domain verifies, Nothing. I've been fighting it a week, multiple chats to customer service. Clearly I'm doing something wrong.  Some datapoints Domain name itself unimportant, can be a string of numbers.  I need to know what registrars are working for you because GoDaddy does NOT.  Do I need hosting? I've tried both ways and nothing works.  I pushed through Cloudflare

      • steps and options to change Domain DNS/Nameservers settings

        Please share the options or steps to change  Domain DNS/Nameservers settings 

      • Employees in Leave Policy exceptions

        In the Leave Policies we should be able to add specific employees to the exception list So it will be like All Employees except A,B,C in the exception list, currently we can only add departments etc

      • Next Page