Growth You can Count On: Zoho Billing's 2025 Journey

Growth You can Count On: Zoho Billing's 2025 Journey


As we wrap up 2025, we’re reflecting on a year rooted in steady progress and meaningful growth for Zoho Billing. Every enhancement we have introduced was built to support scalable and reliable billing growth for your business. 

From launching the Enterprise Edition, to meet the evolving government mandates such as VeriFactu compliance in Spain and e-invoicing support for Belgium. Zoho Billing aims to strengthen core billing workflows, expanding integrations and insights with impactful updates, this year’s journey was all about building features you can depend on.

Here’s a look back at everything of 2025, each update is a step forward to a better billing experience.

This year, we introduced several updates to your billing management, focusing on giving you greater control on how your billing is handled. Let's explore more about how you can manage your billing operations.

Dunning Rules
Create up to six dunning rules and apply them based on customers, subscriptions, products, or invoices. This helps you personalize reminders, improve payment recovery, and reduce churn. Learn More 

Proration Breakdown in Subscription Summary
The proration breakdown in the subscription summary gives you a clear breakdown into charges when customers upgrade, downgrade, or make mid-cycle changes. This detailed view helps you understand exactly how amounts are calculated.

Identity Verification for Secure Public Links
Securely share invoices, retainer invoices, and quotes via secure public links. Customers must verify their identity before accessing the full PDF, ensuring sensitive financial information stays protected. Learn More 


Record Income TDS Without Linking It to an Invoice [In Edition]
You can now record income TDS payments independently, without linking them to a specific invoice. This added flexibility helps you accurately manage TDS entries when payment timelines differ from invoicing.
 
Send Payment Receipt PDFs Along With Payment Thank-You Emails
Attach the payment receipt PDF to the payment success email sent to customers. This helps improve customer experience, and reduce manual follow-ups.

Advanced Usage-based Billing [Early Access]
Advanced Usage-based Billing lets customers prepay for units that are consumed in real time as services are used. Designed for consumption-based models, it’s ideal for AI services, telecom, utilities, and SaaS businesses. Learn More

Documents Module in Zoho Billing
The Documents module lets you manage all your files from a single place. Upload or email documents, attach them to records, and organize everything neatly using folders


We have enhanced data, analytics, and reporting capabilities to help you gain deeper visibility into your business health. Here's what's new:

AI Summaries with Zia Insights
Zia Insights delivers AI-powered summaries that highlight trends, detect anomalies, identify top contributors, and forecast performance, helping you turn reports into actionable insights.This feature is available only for certain Zoho Billing plans. Learn More

GroupBy Option in Reports
With the Group By option, you can view only the total value of each group in Receivable Summary and Receivable Details reports. This helps you focus on high-level insights without being distracted by individual transaction details.

Revenue Recognition Module in Zoho Analytics
Zoho Billing now syncs Revenue Recognition data with Zoho Analytics, giving you deeper visibility into recognized and deferred revenue. This integration supports better forecasting and data driven financial decisions.



We've brought updates that make it easier for you to manage your customers,  organize their information, and improve communication. Explore what's new.

Federated Login for Customer Portal
Customers can now log in to the Customer Portal using trusted identity providers like Google, Microsoft, and LinkedIn, eliminating the need for separate credentials and improving login convenience. Learn More

Email Notifications in Different Languages 
Send email notifications in multiple languages by configuring preferred languages in your organization profile. This helps you communicate clearly with customers across regions. 

Web Forms for Custom Modules
Create web forms to collect data for custom modules and review submissions before approval. This simplifies data collection while maintaining control over what gets added to your system. Learn More

Custom Modules in Customer Portal
Customers can now access custom modules directly from the Customer Portal. You can control visibility, approvals, and permissions to deliver a tailored self-service experience. 


New capabilities have been introduced to streamline subscription operations and reduce manual effort. Let's explore.

Markup or Markdown Percentage for Subscription Renewals [Early Access]
Apply automatic markups or markdowns to subscription renewals. Once configured, Zoho Billing adjusts pricing at renewal cycles, reducing manual work and ensuring consistent pricing updates. Learn More

New Criteria for Subscriptions
New fields like Scheduled Cancel Date, Pause Date, and Reactivation Date can now be used in Custom Views. This makes it easier to filter, track, and manage subscriptions efficiently. 

Recurring Payments via UPI with Zoho Payments
Customers can now choose UPI for recurring subscription payments through Zoho Payments, offering a nativeand convenient payment option for renewals.

Postpone Subscriptions’ Billing Date
You can postpone a subscription’s next billing date and generate a prorated invoice for the extended period, giving you flexibility to handle special billing scenarios. Learn More

Set API Usage Thresholds and Notifications
Set daily API usage thresholds and receive alerts when limits are reached. Notifications can be configured for specific users or roles, helping you track API consumption with ease.

Proration Support For One Time Addons
One-time addons now support proration, this ensures that customers are charged only for the applicable usage period. This can be configured at the organization level for greater billing accuracy.

Extend Zoho Billing’s capabilities by integrating it with other applications to scale your business and streamline your billing operations. 

SurveySparrow Integration
Include surveys directly in your billing emails with SurveySparrow integration. Collect feedback effortlessly and turn customer responses into actionable insights. Learn More

Zoho Projects Integration
Sync customers, projects, tasks, timesheets, and users between Zoho Billing and Zoho Projects. Manage project billing and time tracking seamlessly from one place. Learn More

Sage Accounting Integration
Zoho Billing now integrates with Sage Accounting, enabling smoother data exchange and helping businesses maintain accurate financial records across systems.

Cliq Chatlet in Zoho Billing
With Zoho Cliq integrated directly into Zoho Billing, you can collaborate with your team without leaving the app, discuss customers, invoices, and transactions faster and more efficiently. Learn More

We are introducing new extensions that keep your data connected, helping you work efficiently and scale with ease.

Generate Fattura PA Files for Zoho Billing
This extension lets you generate Fattura PA–compliant XML files directly from Zoho Billing. It helps businesses in Italy prepare invoices in the required electronic format and stay compliant with local e-invoicing regulations.

Klaviyo Marketing for Zoho Billing
The Klaviyo Marketing extension syncs customers, subscriptions, and invoices from Zoho Billing to Klaviyo. This enables you to run targeted email and SMS campaigns, improve customer engagement, and drive retention using billing data.

Tally XML Exporter for Zoho Billing [Early Access]
The Tally XML Exporter allows you to export Zoho Billing data in Tally-compatible XML format. This simplifies data transfer to Tally and reduces manual effort in accounting workflows. 

 

New customization enhancements in Zoho Billing give you more control over pricing, data, and documents—making everyday billing tasks clearer, faster, and more flexible.

Apply Multi-Level Discount to Transactions
You can now apply discounts at both the line-item and transaction levels within the same transaction. This gives you greater pricing flexibility while maintaining accurate discount tracking. This feature is available only for certain Zoho Billing plans.

Dynamic Lookup Fields
Dynamic Lookup Fields let you control which records appear in lookup custom fields by defining specific criteria. With the option to show only records that match the criteria, you can ensure cleaner data selection and better accuracy across modules.

Custom Tables for Custom Modules
Custom tables in custom modules make it easier to manage structured, list-based data. You can add column, summary, and function fields to organize information and capture calculations efficiently.

Pin Columns in List Pages
You can now pin up to two columns on list pages when working with wide tables. This keeps key information visible while you scroll horizontally, improving readability and usability.

Image Custom Field
You can upload and attach images to transactions using an image-type custom field. These images appear in the transaction details view and can also be included in PDF templates for better documentation and clarity.

Customise PDF File Names
Customize PDF file names using placeholders, prefixes, or suffixes to follow your preferred naming conventions. This helps keep exported invoices and documents organized and easy to identify.

Enhanced Export Report Preferences
Exported reports can now be named and formatted more flexibly. You can display column headers on every PDF page and split report data into separate pages based on groupings, making reports clearer and more presentation-ready

Introducing the Zoho Billing Enterprise Edition



With the new launch of Zoho Billing Enterprise Edition live across the globe, we are now equipped to support enterprise scale transactions numbers, complex usage-based billing, and advanced analytics, giving you full control over the customer lifecycle.  Learn More

Here's What Enterprise Plan Offers:

- Leverage forecasts and AI insights to spot trends in revenue growth, customer LTV, churn and more.

- Manage global entities and bill customers worldwide without worrying about compliance or e-invoicing overhead.

- Experiment with different pricing models and figure out what resonated with your audience and increases revenue.

- Speed up invoicing and collections process with complete automation from invoicing to revenue recognition.


What Our Enterprise Customers Say   

 Launching the Singapore Edition  

Built for Local Compliance and Scalable Growth    

Zoho Billing launched the Singapore Edition. This aims to help businesses operate confidently within local regulatory requirements while supporting scalable subscription growth for businesses with their base location as Singapore. With built-in compliance features and region-specific enhancements, the Singapore Edition simplifies billing, reporting, and tax management, so you can focus on growing your business.

Stay Compliant with Invoicing Mandates  

In 2025, we strengthened Zoho Billing's e-invoicing capabilities to help you meet regional mandates with confidence. We introduced electronic invoicing support for Belgium and VeriFactu compliance for Spain. These updates ensure your invoices meet region-specific standards, making it easier to stay compliant. 

With our capabilities, you can:

- Stay compliant with country-specific invoicing regulations.

- Reduce manual errors with structured, automated invoices.

- Improve audit readiness with clear digital records

Learn more about how we meet Spain's VeriFactu compliance and Belgium's e-invoicing mandates.


Empowering Growth Through Expert-Led Sessions 

Throughout the year, we hosted a series of Zoho Billing webinars to help businesses simplify billing operations, improve customer experience, and build scalable revenue workflows. Each session focused on practical use cases, real challenges, and actionable takeaways. Learn More 

-
Automate Payment Collection with Zoho Billing
This webinar showed customers how to automate recurring billing, payment reminders, and collections—helping them reduce manual effort and maintain steady cash flow.

-
Customer Portal in Zoho Billing  
Customers learned how self-service portals empower end users to view invoices, manage subscriptions, and make payments independently—improving experience and speeding up collections.

-
Contract & Subscription Management with Zoho
Participants learned how to connect contracts with subscriptions and invoicing, enabling better coordination between sales, finance, and billing teams.


iOS

  1. Accept contactless payments with Tap to Pay for faster, in-person collections.

  2. Zoho Billing Watch app launched, letting you stay on top of key billing updates right from your wrist.

  3. Get notification summaries to quickly review important billing alerts without interruption.

  4. Create invoices using natural language instructions, making billing faster and more intuitive.
Equipped For  iOS 26: Zoho Billing on Apple’s Latest OS  

Zoho Billing embraced Apple’s iOS 26 to deliver a smarter, more intuitive billing experience across Apple devices.
  1. Create invoices faster with natural language input and smarter workflows.

  2. Access records instantly using Spotlight search and shortcuts.

  3. Capture and use images intelligently for items and documents.

  4. Enjoy a refined experience across iPhone, iPad, Mac, and Apple Watch.

ANDROID

  1. Launch and manage in-app purchases directly from your Android apps, enabling customers to subscribe and pay without leaving the app. [Early access]

  2. Use the new In-App Kit (SDK) to quickly integrate Zoho Billing into your Android applications with minimal development effort.

  3. Enable revenue recognition to track earned revenue accurately and stay compliant with accounting standards. [Early access]

  4. Migrate advance billing promotions from invoices into your billing organization with a simple, guided migration process.

  5. Accept contactless payments with Tap to Pay, supported via Stripe for faster, card-free collections. [Only available for certain editions]

 

WINDOWS

  1. Windows now supports E-invoicing compliance for Belgium & VeriFactu support in Spain, helping you stay compliant with regional regulations and send invoices in the required electronic formats.

  2. You can now use Advanced Reporting Tags to classify transactions better and generate more segmented financial reports. [Early access]

  3. Mobile number field added to Retail Invoices, making it easier to capture customer contact details at the point of sale.

  4. We now support progress invoicing, allowing you to create invoices in stages based on project milestones or completion percentage.






In 2025, Zoho Billing focused on strengthening the foundation while branching into new capabilities. As we move forward, we remain committed to helping your business grow, reliably, sustainably, and at every stage of your business journey. We look forward to continuing this journey of steady growth together.

Let us know your thoughts and feedback. We're excited to keep building better experiences for everyone! If you require any assistance, write to our dedicated support team at support@zohobilling.com - we'd be happy to help!

Cheers to a bright and productive 2026 ahead!

Best Regards,
The Zoho Billing Team


      • 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

        • Ability to Set Client Name During Portal Invitation

          Hi Zoho Team, We would like to suggest an important enhancement to the Zoho Creator Client Portal functionality. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for creating
        • Move email between inboxes?

          Is it possible to move emails from one team inbox to another? We would like to be able to have a single "catch-all" inbox for incoming requests, and then move the email to the appropriate department inbox. I was hoping we would be able to accomplish this
        • PDF Attachment Option for Service Reports

          Hello Team, I would like to check with you all if there is an option to attach PDF documents to the service reports. When I try to attach a file, the system only allows the following formats: JPEG, JPG, and PNG. Could you please confirm whether PDF attachments
        • 【Zoho CRM】データ一覧画面でのメモのバッジ機能リリースのお知らせ

          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。2026年度もゾーホーユーザーコミュニティをどうぞよろしくお願いいたします! 今回は「Zoho CRM アップデート情報」の中から、新機能のデータ一覧画面でのメモのバッジ機能をご紹介します。 目次 概要 メモのバッジ機能について メモの作成について メモに関する様々な処理について 最近追加したメモについて メモのバッジの非表示について クライアントスクリプトの対応 概要  メモのバッジ機能について 既存の活動バッジに加えて、すべてのタブのデータ一覧表示画面に、各データごとに利用できる「メモのバッジ」(キャプチャ内の赤枠部分)が新たに導入されました。
        • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

          so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
        • Can’t find fsm in zoho one

          Every other app is available to me in Zoho one except fsm
        • Posibility to add Emoticons on the Email Subject of Templates

          Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also show
        • Task Deletion Restriction & Strict Stage Control

          Hello Zoho Community, We have the following two issues currently pending and under testing, for which we require a workable and reliable solution: 1. Task Deletion Restriction We are testing ways to ensure that staff users are not able to delete tasks
        • Unable to mass update a picklist field

          Hello, I have the records within our Accounts module divided between two account types: Parent Accounts & Member Accounts. I am attempting to mass update accounts from one picklist value to the other (within other specific criteria in our custom fields)
        • Process checklist in CRM

          Hi We've created a new sales process that I'm mapping into the CRM - issue I have is that some of the tasks / milestones I would like to capture require very simple tick box responses but there are quite a few under a variety of sub categories so I don't
        • CRM project association via deluge

          I have created a workflow in my Zoho CRM for closing a deal. Part of this workflow leverages a deluge script to create a project for our delivery team. Creating the project works great however, after or during the project creation, I would like to associate
        • Holidays - Cannot Enter Two Holidays on Same Day

          I have a fairly common setup, where part-time employees receive 1/2 day's pay on a holiday and full-time employees receive a full day's pay. Historically, I've been able to accommodate this by entering two separate holidays, one that covers full-time
        • Where is the settings option in zoho writer?

          hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards
        • File emails in Shared email folder

          Hi, I am unable to allow users to collaborate in Shared email folders: User 1 shares a folder let's say "SharedTopic" with full permissions Users 2 and 3 can see this folder but are unable to add emails to this folder or search in this folder. For example,
        • How create a draft via workflow?

          I wish to create a workflow rule for specific emails that creates a draft response - not an automatic email reply, but just a draft with a set response ready to be verified by an agent who can then manually select recipients. Alternatively, the workflow
        • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

          Hi Team, when I,m trying to create a email account (imagixmidia.com.br) it's showing this error >>  This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details plz help me  thanks
        • How to manage task lists in Zoho Desk?

          Hello, I use Zoho Desk for IT customer support. I have a list of standard operating procedures (SOPs), including SOPs for onboarding new users, offboarding users, losing a device, etc. These are lists of tasks to be performed depending on the situation.
        • Zoho → ShipStation Integration – Sales Order–Driven Fulfilment Workflow

          Hello All, I’m reaching out to explore the best way to integrate a shipping tool into our inventory which will speed our process up. We are looking to integrate ShipStation into our existing order-to-fulfilment workflow, as we’re keen to standardise on
        • Business Day Logic Update: More Accurate Scheduling for Your Workflows

          Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable
        • Convert Lead Automation Trigger

          Currently, there is only a convert lead action available in workflow rules and blueprints. Also, there is a Convert Lead button available but it doesn't trigger any automations. Once the lead is converted to a Contact/Account the dataset that can be fetched
        • Default Tagging on API-generated Transactions

          If one assigns tags to an Item or Customer, those tags get auto-populated in each line item of an Invoice or Sales Order when one creates those documents. However, if one creates the Sales Order or Invoice via the API (either directly coding or using
        • User

          If user is already part of manage engine endpoint central , what hapens when i try to add them to another Zoho org / directory? Are these users added as external users?
        • Adding a new section to the related details sidebar when creating a new ticket.

          Hello, I was wondering if you can add a new section to the related details sidebar when creating a new ticket. I was wanting to have it to where it also shows the account information related to the contact chosen as well. This is the section I am referring
        • Displaying only unread tickets in ticket view

          Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that
        • How to compare a subform lookup field that allows multiple entries when edited

          I have a form with a subform with multiple fields. One of the fields is a lookup field that allows a multi select. On edit validation, I want a workflow to execute only when the entries in that subform field has changed. The old. function is not working
        • Is Zoho Shifts included in the Zoho One plan?

          In case the answer is no: there's any plan to make it available via One? Thank you
        • Zoho Tracking Image location

          So we've been having an issue with tracking email opens. Specifically in Gmail. Our emails are not that long either, maybe 4 sections of image/250 characters of text/button per section.  But all my test accounts I used via Gmail we're showing opens. But then come to find out the tracking image is at the very bottom of the email. So If the message is clipped (It always just clips our social icons on the bottom) and the user doesn't click the show more button it never tracks the open.  Looking at other
        • Is there a plan to integrate zoho voice with zoho books?

          Hello, Is there a plan to integrate zoho voice with zoho books? Right now we are using the Twilio SMS integration into zoho books, but have recently decided to switch to zoho voice for calls and sms. Is there a plan to integrate zoho voice natively into
        • Zoho Tables is now live in Australia & New Zealand!

          Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables
        • Delivery and handling of documents e-stamped using Zoho Sign

          Hello everyone! Zoho Sign makes it easy to pay non judicial stamp duty online and automatically attach the digitally generated e-stamp challan to electronic documents. We also manage the delivery of physical e-stamped papers. We periodically receive these
        • Introducing Dedicated Modules for Plans, Addons, and Coupons in Zoho Billing

          We’ve enhanced the way you manage Plans, Addons, and Coupons in Zoho Billing. Previously, all three grouped together under Subscription Items. Now, each one has its own dedicated module, giving you a cleaner and more intuitive experience. This update
        • Sortie de Zoho TABLE ??

          Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??
        • Issue with WhatsApp Template Approval and Marketing Message Limit in Zoho Bigin

          We are facing issues while creating and using WhatsApp message templates through Zoho Bigin, and we request your clarification and support regarding the same. 1. Utility Template Approval Issue Until December, we were able to create WhatsApp templates
        • How to install Widget in inventory module

          Hi, I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?
        • Zoho Social - Feature Request - Non-US Date Format

          Hi Social Team, I have noticed that there is no option to change the date format from US mm/dd/yyyy to others like dd/mm/yyyy. It would be great to see this added as the platform matures. Thanks for considering this feedback.
        • Drop Down Value

          Hi, May I know why Zoho Flow treat this drop down as number and not as string. If so, how can I fetch the right value for filtering. This field is from Creator, in Creator upon checking by default it is a string since it's not a lookup field.
        • Zoho CRM's mobile apps: A 2025 Recap

          2025 marked a year of steady progress for Zoho CRM's mobile apps. We rolled out several updates and features to improve usability and make everyday CRM work a lot easier to manage. Here’s a look back at some of the key releases from 2025. Android releases
        • Facebook follower count doesn't match FB Analytics

          Hi all, I am wondering if anyone else has issues with follower counts for Facebook not matching FB's native analytics tool. On the Zoho dashboard, it's showing 1,007, but FB shows 1,060. All the other channels match up. Any insights are much appreciated!
        • Meta and Facebook data report discrepancy

          I have been currently gathering manually facebook follower data thru meta. In zoho marketing plus the social media reporting only allows for page likes, and so there is a discrepancy with the data. please the difference in files attached. Is there way
        • Develop and publish a Zoho Recruit extension on the marketplace

          Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.
        • Next Page