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

        • Migrate data from old to new account

          Hy, Have one Old Zoho Notebook Account with Data , want to migrate that whole Data to New Zoho Notebook Account which is in Zoho One . Is that possible ? If Yes then how?
        • Campaign editor overrides href value

          I've been trying to insert a deep link in an email campaign so recipients can directly open a native app on their device. My deep link looks something like "myapp://". The options to insert links in the campaign editor are limited to strict urls, emails,
        • how to add subform over sigma in the CRM

          my new module don't have any subform available any way to add this from sigma or from the crm
        • 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
        • Super Admin Logging in as another User

          How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
        • Canvas Flex Box containers should not require a width/height.

          Flexbox containers are often used as organizational concepts, to ease re-flow on mobile etc. - I cannot use % for flexbox W or H - I cannot omit W or H This means that the content cannot dictate, and a Flexbox container cannot be used merely as an organizational
        • Zoho Desk Android app update: Filter enhancement, Save Filters

          Hello everyone! We have now enhanced the filter section on the ticket listing screen of Zoho Desk Android app as it is on the web(desk.zoho.com). Also, we have introduced an option to save filters for tickets on the mobile app. You can easily apply, rename,
        • Very long loading times | bad performance [ZOHO DC: EU]

          Hello there, we have recently noticed that the loading times have become extremely long when retrieving tickets and ticket details. For example, I open any ticket and get the following view. The subject and standard information (ticket owner, status etc.)
        • Zia Profile Summary now supports six languages and responds faster

          After numerous customer requests, we’ve expanded Zia Profile Summary to do more than just summarize resumes quickly. It can now summarize them in six different languages and deliver results even faster. What’s New 1. Extended language support Zia can
        • Introducing Zoho Show Android 3.0

          Good ideas need the right space to grow. They deserve tools that move as fast as your thoughts and make creating feel effortless. And that is why we are bringing you Zoho Show Android 3.0! From a brand-new look and smoother navigation to improved collaboration
        • Properly Capture Dropdowns & Hover Elements When Recording a Window/Tab

          Hi Zoho WorkDrive Team, Hope you are doing great. We encountered a limitation when recording a selected window or browser tab: Certain UI elements, such as dropdown lists, hover menus, and overlays, are not captured unless we record the entire screen.
        • Peppol integration zoho invoicefu

          Hi, Belgium will require Peppol invoicing as of 2026. I found that this is being prepared for Zoho books, to be released in Sep 2025. Will Zoho Invoice get this functionality too? I like the Invoice app for my part-time side business as bike mechanic
        • 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
        • Allow Recording Only a Selected Portion of the Screen

          Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request a more flexible recording option in Zoho WorkDrive. At the moment, we can record either the entire screen or a specific window/tab — but not a custom selected portion of the screen
        • Restricting Calendar View to Working Hours

          Hi: I'm trying to implement a calendar which displays all of my customer appointments.  Currently, the calendar shows all 24 hours of the day.  Is there a way to restrict the hours to simply the times my business is open? Thanks!
        • Add Camera Background Blur During Recording

          Hi Zoho WorkDrive Team, Hope everything is well. We would like to request an enhancement to the video recording feature in Zoho WorkDrive. Currently, the camera preview displayed during a recording does not support background blur. This is an essential
        • Amazon FBA integration - Handle invoice reconciliation under different GSTINs,

          Dear Zoho Community, Thank you for the clarification regarding the Amazon FBA integration, default warehouse, and GSTIN mapping in Zoho Inventory. I understand that Zoho currently supports only one warehouse for Amazon FBA, and that all FBA orders are
        • Whatsapp Integration questions

          Hi Questions: 1. Whatsapp messages are not reaching our CRM, is there a delay? 2. Is there any way to create a whatsapp catalog on a number that is integrated with ZOHO? 3. How do I configure my profile picture on a number that is integrated with ZO
        • Allow Font Size 11 in Editors...

          That is basic functionality...
        • link mail.zoho.com/UnblockMe to unblock

          Could you please unblock my account heloisa.bomfim@expansaodenegocios.com
        • Unblocked me

          Please can you help unblocked my account thanks materiauxjcbrunet2000@zohomail.com
        • Integrating External Portal Tickets Into Zoho Desk

          A B2B travel company has a customer portal where clients can raise and submit tickets related to their bookings. These tickets need to be handled and managed in the backend through Zoho Desk. Ticket updates and replies from Zoho Desk should also be visible
        • Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options

          Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When
        • Send WhatsApp voice messages from Bigin

          Greetings, I hope all of you are doing well. We're happy to announce this enhancement we've made to Bigin. Bigin's WhatsApp integration now supports audio messages, so you can record and send voice messages. This makes it easier to handle customer questions
        • CUSTOM FUNCTION GIVE ERROR #EVAL!

          CUSTEM FUNCTION CREATE KYA ZOHOSHEET ME US FUNCTION KO USE KIYA LEKIN DATA TO SAHI HAI LAKIN DATA SHEET ME NAHI LAG LAHA HAI KRUPYA SOLVE KARE MY CODE IS float ADDTWO_TWO(float NO1, float NO2) { ADD = NO1 + NO2; return ADD; }
        • Samsung Keyboard Issues with Notebook

          Dear Users, We're sorry to inform you that some of our users are experiencing certain issues like scrolling, delay/lag, cursor placement especially within the text notes. This occurs mainly due to Samsung Keyboard compatibility with Android 13 and some
        • Zoho Books | Product updates | October 2025

          Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple
        • Zoho Developer Community Hackathon 2025 is LIVE!

          Hey developers! It’s that time of the year again — the Zoho Developer Community Hackathon 2025 is officially open for registrations! If you’ve been waiting for a chance to stretch your skills, try something new, or finally bring that idea to life, this
        • Zoho Books | Product updates | September 2025

          Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate
        • Contact data removes Account data when creating a quote

          Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add
        • filter broke my data

          I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they
        • Zoho Workdrive for Office, "vsto runtime not found"

          Hi all, I have been trying to get ZohoWorkdrive_MS-addin_1.4.exe installed, but I keep getting the error "VSTO Runtime Not Found!" - even though I have installed it ... Anyone else hear had problems with the MS addin?  FYI, I am using O365 on A Dell laptop running Win 10 Home - fully patched and up-to-date.  I have tried compatibility modes and running explicitly as Administrator - the usual steps. Any advice would be appreciated.
        • Add "Fetch Composite Item" Action for Inventory

          I want to make a Flow that uses information returned in the GET call for Composite Items, and it's not currently available in Zoho Flow. Please consider adding this functionality.
        • Inactive Items - Make Less Prominent by Default

          Currently, when one marks an Item as "Inactive", it really doesn't do much of anything to hide it or get it out of the way. Search and reporting within Finance should, by default, hide inactive Items from standard reports, searches, etc. If one specifically
        • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

          I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
        • Can no longer export as pdf

          In NOTEBOOK I am no longer able to export notes to pdfs as I used to be able to. When I hit that command it asks where I want to send it, but no matter what I chose there is no pdf attachment that shows up in order to send. Nothing happens.
        • Emails are going to notification folder and not in inbox

          emails are going to notification folder and not into inbox
        • How can I prevent the Zoho Vault extension from automatically logging me out?

          Hi, I want the Zoho Vault Chrome extension to never log out. How can I do this? It only allows me to log out for 1 week, and the same applies to the Android app.
        • Zoho CRM App - Links

          Hi  Is there are plan for making Custom Links available in the Zoho CRM Android App? I can't see them being added? Thanks Gene
        • Templates

          Trying to sort out / get rid of unwanted invoice templates, the error msgs are not at all helpful. Surely it's easy to amend the error msg by including a list of the names of the customers / vendors that use it, denying deletion or making it inactive
        • Next Page