Zoho Billing in 2024 : A Year of Growth

You asked! We listened! 2024 saw a lot of updates in Zoho Billing to improve your overall billing management experience. Let us take a look back at some of the major updates in 2024.

---

New Features & Enhancements

Sales Enhancements

Create One-Time Invoice with Plans and Addons

You can now create one-time invoices with plans and addons. This is particularly useful when you want to sell a plan to your customers without impacting your churn reports.

Create Subscriptions From Quotes

Craft personalized quotes with custom pricing for plans and add-ons, which your customers can either accept or decline. These quotes can be directly converted into subscriptions. You can create quotes for subscriptions from the customer's details page or the Quotes list page.

Split Offline Invoice Payments

We have introduced an option to split offline payments for your invoices upto three different parts. You can assign different payment methods for each part.This is particularly useful for cases when you receive payment from your customers through different payment modes for your invoices.

Customization Enhancements

Customize Keyboard Shortcuts

Customize your keyboard shortcuts in your organization according to your preferences. You can also disable the keyboard shortcuts if you don't need them and enable them later. If you want to go back to the default shortcuts, you can simply reset them.

Minimized Web Tabs

With our latest update to web tabs, you can minimize and view a web tab while navigating other modules within the app. This can be particularly helpful in cases where you might want to cross-verify data from a web tab. 

Validate Custom Fields Using Regex

You can now add validation for your custom fields using regex. This ensures that the values that are entered adhere to the required format, which helps validate values like phone numbers or ZIP codes. You can also use this while importing data.

Associate Branch-Specific Logos

Some companies use different logos for different branches to tailor brand identity for specific regions or market segments. If your business has multiple branches in different regions, you can now associate different logos for each branch.

Customer Enhancements

Unique Customer Numbers

Zoho Billing allows you to use unique customer numbers to eliminate confusion caused by multiple customers with the same name. This, in turn, reduces the risk of errors while managing transactions. You can also configure how to auto-generate customer numbers.

Hosted Payment Page Enhancements

Enable Customers to Update Their Information From the Hosted Payment Pages

When your customers subscribe to a new plan through the multi-page hosted payment pages, they can edit the prefilled details, including name, contact number, address, and custom fields, after completing OTP verification.

Share the Hosted Payment Page via QR Code

You can now share the hosted payment page by generating a QR code. This is particularly helpful if you want to embed it in your websites, posters, banners, and the like.

Reports Enhancements

Introducing the Net Revenue Retention Report

Keep track of how well your organization retains customers and recurring revenue from them over a specific period using the Net Revenue Retention Report. This helps you get an overview of the company's long-term growth.

Aging Summary in Customer Statement

We have supported including the Aging Summary in the Customer Statement. This way, you can view the outstanding payments for a particular customer with ease and share it with them when required. 

To enable Aging Summary in Customer Statement:

• Navigate to Settings > PDF Templates > Customer Statement > Transaction Details.
• Enable Aging Summary under the Document Details section.
  

Edition-Specific Enhancements

Unveiling the South Africa Edition

We have launched the South Africa edition of Zoho Billing with support for VAT and HSN codes for businesses operating in South Africa. Zoho Billing also supports adding items as capital assets and applying a domestic reverse charge to transactions.

Display UPI QR Code in Invoice PDFs (India Edition)

UPI is one of the most common payment methods in India. You can now enable your customers to pay you faster by displaying your UPI QR code on your invoice PDFs. Your customers can conveniently scan the QR code from their invoice PDFs using their UPI app to pay for invoices.

Extend the Validity Period of e-Way Bills (India Edition)

The validity period of an e-way bill refers to the period within which the goods must be transported. Sometimes, due to unforeseen circumstances, like natural disasters or accidents, transportation can be delayed beyond this period. In such cases, you can extend the e-way bill's validity period directly from Zoho Billing by clicking Extend e-Way Bill from the e-way bill's overview page.

Associate a Payment Form in Invoices [Mexico Edition]

The SAT has mandated that invoices must specify a payment form to indicate how the transaction will be settled for e-invoicing. You can now associate a payment form in invoices before pushing transactions to the SAT Portal. Common payment forms include cash, credit card, and bank transfer.

Payment Method Enhancements and Integrations

Integrate Zoho Payments with Zoho Billing (Early Access)

Integrate your Zoho Billing organization with Zoho Payments to receive payments from your customers via UPI (India edition), cards, net banking and ACH Direct Debit (US edition). Configuring Zoho Payments in Zoho Billing will also enable it in other Zoho Finance apps such as Zoho Invoice, Zoho Books, Zoho Commerce, Zoho Checkout and Zoho Inventory.

Klarna Payment Method via Stripe

Note: This feature is not available in the India edition of Zoho Billing.

Your customers can now pay for their invoices using Klarna through Stripe. Klarna is a global payment method, which provides flexible payment options like Pay Later, instalment payments, and more. Even if customers choose to pay in instalments or later, Stripe will transfer the full amount to the merchant instantly.

Alipay via Stripe 

Enhance your customers' payment options by enabling Alipay via the Stripe Integration. Alipay is a digital wallet in China with more than a billion users worldwide, allowing you to collect payments in CNY currency from any location. Additionally, based on your Stripe account's location, you can also receive payments in AUD, CAD, EUR, GBP, HKD, JPY, SGD, MYR, NZD, and USD.

Zimbabwean Gold Currency 

Zoho Billing now supports the Zimbabwean Gold Currency, which is a new gold-backed currency introduced by the Reserve Bank of Zimbabwe. You can associate Zimbabwean Gold Currency with new and existing customers to transact in their preferred currency. You can also set the base currency of a Global edition organization as Zimbabwean Gold Currency if you do not have any existing transactions in another currency.

Integrate with WhatsApp 

WhatsApp is one of the most popular messaging apps in the world. Integrate your Zoho Billing organization with your WhatsApp Business account to update your customers about their quotes, invoices, credit notes, and customer statements with a personalized touch. 

Other Enhancements

Update Branch Address

When you update a branch's address, you can choose to update it only in new transactions or update previously created transactions as well.

Print e-Way Bill PDF (Indian Edition)

You can now print or download the e-way bill directly from Zoho Billing for Generated, Canceled, and Expired e-way bills.

Resize Columns

Customize your organization's list pages by resizing the column width according to your needs. To resize a column, hover over the column header to get a resize icon.

Export Workflow Action Logs

You can now export your workflow action logs in CSV or XLS formats. This is helpful to debug failed workflow actions. You can also filter the logs by module, status, and date range.

Bulk Export Invoices as ZIP

You can now bulk export up to 100 invoices as a Zip file for your convenience. This helps in saving time by downloading all the invoices together instead of downloading the invoices separately.

Create Multiple Templates for Customer Statements

You can now create or clone multiple customer statement templates from PDF Templates under Settings.

---

Our Journey in Numbers

• Users in 180 + Countries
• 15 Editions
• 20 + Languages
  

---

What Our Customers Say About Us

---

What To Expect in 2025

We’re always striving to enhance your billing management experience. Here’s a look at what you can expect from us in 2025:

• Support more payment gateways - We will be partnering with more regional payment gateways, offering your business enhanced flexibility in collecting payments across multiple countries.
• New editions - We will be launching new editions of our app tailored for other regions, to serve businesses better in new regions.
  

Thank you for making Zoho Billing a part of your journey.

We hope you have an amazing and prosperous year ahead.

2025! 

• Topic Participants

• Dwaipayan Bose

  

• SP

• Sticky Posts

• What's New in Zoho Billing - February 2024

  Hello everyone, We are excited to share the first set of updates for Zoho Billing in 2024. Read along to know more about a wide range of updates, from the Aging Summary in customer statements to Apple Pay support in Stripe. One-Time Invoice with Plans

• Zoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, and more.

  Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,

• Zoho Subscriptions wins IDC's 2020 SaaS CSAT Award for Subscription Billing

  Dear customers, We're excited to share that Zoho Subscriptions has won IDC's 2020 SaaS Customer Satisfaction Award! As a team, we cherish each and every milestone with our customer community. And this particular award, focusing on customer satisfaction,

• Introducing: SMS notifications via Zoho Subscriptions

  Dear customers, We hope you are doing well! We are happy to announce that you can now send SMS notifications to your customers right from Zoho Subscriptions. To facilitate this, we've integrated with Twilio, a leader in the business communication space.

• What's new this December in Zoho Subscriptions

  The year is almost over and we here at Zoho Subscriptions have released new features and updates on the month of November. Let's take a look at the features we have worked on in the past month. Zendesk Integration The Zoho Subscriptions app for Zendesk allows your customer support executive to access customer details in an instant. You will be able to view the customer information from Zoho Subscriptions right from your ticket view. On enabling the integration, you will be able to: Get your customer

• Recent Topics

• Client scripts for Zoho Books ?

  Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having function

• Multiple clients in one project

  Hi team, What is the possibility to have more than one client to be linked for one project in the Zoho Books? Our business model is to have a project, and this project have expenses/bills, as well, we issue invoices for this same project to several customers.

• Option to Customize Career Site URL Without “/jobs/Careers”

  Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to

• Preserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects

  Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We use

• Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

  Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

• Introducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023

  Greetings Customers! We're excited to announce that the CPQ feature will soon be available in Zoho CRM and accessible to all accounts using the Professional, Enterprise, and Ultimate editions. We've opened this feature to select customers, and it'll be

• Support Bots and Automations in External Channels

  Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels

• Workdrive on Android - Gallery Photo Backups

  Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma

• Is It Possible to Hide Menu Option from Main Navigation?

  Is it possible to hide a menu option, e.g. Admin, from the Main Navigation based on some criteria, e.g. login = zoho.adminuser

• How many clients can be added to Zoho Practice?

  How many clients can be added to Zoho Practice without having their zoho app?

• Add Comprehensive Accessibility Features to Zoho Writer

  Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current

• Need more details on API Usage Dashboard

  Hi Team, We have implemented Zoho Expense for a client and has done some integrations with well known third party ERP via api. Recently we have noticed a huge spike in the API consumption. But we couldn't get the root cause for the same. I accept there

• Global Search placement in the new UI

  Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI has

• Preview an upload PDF or File

  I have a form where the customer has to upload a file (normally PDF - never jpeg)  When in report view I want to be able to preview the uploaded file without having to download it.  If I click on the upload it downloads to my computer, I want to be able

• Edit item custom fields

  Getting this error : Transactions have been created with the custom field. Hence it cannot be deleted. Not trying to delete it, just trying to change which modules to show in or to not show at all in transactions !

• Rendering PDF to view on page

  My company upload lots of PDF files onto Zoho. But every time we open it, it downloads the file instead of viewing it on the web page. Does Zoho allow uploaded PDF files to be rendered to view on web page yet? I've been trying to use <embed> or <object> but it cannot be loaded.  (similar thread: https://help.zoho.com/portal/community/topic/how-to-open-a-pdf-file-of-a-view-in-preview-mode)

• Dynamically Fetching Lookup Field Display Value

  I have an audit trail form, Audit_Changes, that tracks old vs new values across different forms. For lookup fields, the old/new value is the ID, but I also need the display value. What's a best practice for dynamically fetching the display value of the

• Create folder is fetch fails

  coming from zapier... zapier has a google drive task that searches for a specific folder in google drive, and if it fails to find the folder it will create a folder based on the search criteria, and contine along the singluar path of the flow. Trying

• Workflow workdrive rollout

  Hi! When will workflow be rolled out to all users? Thanks.

• Workdrive and ChatGPT Team Synced Connectors

  Hi, we want to be able to integrate Zoho Workdrive with OpenAI’s ChatGPT Team plan. Google Drive and OneDrive both offer this, zoho please catch up asap. We dont want to have to put our company files in google drive, we want to allow chatgpt Team edition

• Are Environments Worth It?

  In concept, Environments in ZC is a great idea. I think the flow is pretty smart when you compare it to GitHub, especially for a low code audience. However, in practice, I've found it to be unpredictable, and I've only used it a few times. Aside from

• 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

• InvokeURL butchering JSON for OpenAI API calls

  My organization works with mostly educational institutions. We have a custom module called "Schools", which is the user-entered school name they put when using our service (which they enter along with their state and zip code). We want to map this to

• Is it possible to pull the Zoho desk data into Zoho analytics in real time

  Hi - I am looking to add more dashboards and reports of Zoho Desk in analytics. I see there is a schedule to pull the data into analytics, but I'm wondering if there is an option to pull the data in real time instead of a specific interval?

• Contact's title in "Contact Role Mapping"

  When I'm creating a deal, I'd like to see the contacts title in the listing. Right now, I only see this: How can I get the contact's title in there?

• Microsoft Teams now available as an online meeting provider

  Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

• Account in Quick View Filter

  I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes any

• Account in Quick View Filter

  I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes any

• Ability to Create New Items When Zoho Trident is Minimized via tray or taskbar icon

  Allow users to create new items (emails, calendar events, tasks, etc.) directly from the system tray icon or by right clicking the task bar icon, even when the window is minimized or not actively running in the foreground. This enables quick access to

• Bug Report and Suggestions for Improvement in Zoho Applications

  Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. Zoho

• Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

  Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With

• I can not see Undeliverable emails from my Mass Email Leads activity in CRM

  I am sending email templates and I can not see the Undeliverables? I only receive the "Out of Office" replies and any manual replies from the lead. Can you please let me know where the Undeliverable emails are sent so I can use the information to clean up the database?

• Select Zoho Contacts as Meeting Participants in Zoho Cliq

  Hello Zoho Cliq Team, We hope you're doing well. We would like to request an enhancement to the meeting scheduling functionality in Zoho Cliq. Current Limitation: When scheduling a meeting in Zoho Cliq, participants can only be selected from: Organization

• Creating Secret via Vault API

  Hi I am trying to create a secret through vault api.  This is the response I get. One thing I am not sure is how to decrypt the secretdata, how to get the secrettypeid? {     "operation": {         "result": {             "error_code": "",             "message": "Sorry, we are unable to process your request.",

• Ability to Select External Users from Participants List When Scheduling Meetings

  Hello Zoho Cliq Team, We hope you're doing well. We would like to request an enhancement to the meeting scheduling experience in Zoho Cliq. Current Limitation when scheduling a meeting in Zoho Cliq: External users can be selected from the list only under

• Kaizen #212 - Map Dependency Fields in Zoho CRM using APIs

  Welcome back to another week of Kaizen! Over the past few weeks, we have been addressing your questions and feedback shared through our Kaizen 200th feedback form. Thank you for your continued engagement and thoughtful queries. We truly enjoy helping

• Enhancing Zia's service with better contextual responses and article generation

  Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while

• CRM for email in Outlook: how to ignore addresses?

  We’re using the "Zoho CRM for email" add-in for Outlook. When opening an email, the add-in displays all email addresses from the message and allows me to add them to the CRM or shows if they’re already contacts. However, sometimes people listed in To

• Zoho Sign Reminder email template

  Is there a template we can edit for the reminder emails? I don't see it in Settings / Choose a template

• Outdated state in mexico

  Hello Zoho team, the drop down to add the state for customers, when they introduce their state in mexico has a city named “Distrito Federal” that name changed many years ago to “ciudad de mexico”. could you please update this so my clients can find the

• Next Page