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

        • Easily perform calculations using dates with the new DATEDIF function

          Hey Zoho Writer users! We've enhanced Zoho Writer's formula capabilities with the new DATEDIF function. This allows you to calculate the difference between dates in days, months, and years. Function syntax: =DATEDIF(start_date, end_date, unit) Inputs:
        • Adding Comments Using Workflows - How to Change User Attributed

          We have worklflows in Desk where a comment is added to a ticket based on certain criteria. It seems that the comment added is always attributed to the user who last edited the workflow. This does not make sense for us because: - It's misleading to other
        • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

          Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,
        • Conect chat of salesiq with zoho cliq

          Is there any way to answer from zoho cliq  the chat of salesiq initiated by customers?
        • Les dernières avancées en saisie de données et collaboration

          Après une année dédiée à la recherche et au développement, notre équipe est prête à dévoiler des améliorations majeures pour Zoho Sheet. Ces nouveautés seront lancées par étapes afin d’en assurer une prise en main optimale. Nous commençons avec des fonctionnalités
        • Deluge Learning Series – Client functions in Deluge | January 2026

          We’re excited to kick-start the first session of the 2026 Deluge Learning Series (DLS) with Client functions in Deluge. For those who are new to DLS, here’s a quick overview of what the series is all about: The Deluge Learning Series takes place on the
        • Rich Text For Notes in Zoho CRM

          Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using
        • Implement Meeting Polls in Zoho Bookings

          Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement related to appointment scheduling within Zoho Bookings. Current Functionality: Zoho Bookings excels at streamlining individual appointment scheduling. Users can set availability
        • Zoho Bookings and Survey Integration through Flow

          I am trying to set up flows where once an appointment is marked as completed in Zoho Bookings, the applicable survey form would be sent to the customer. Problem is, I cannot customise flows wherein if Consultation A is completed, Survey Form A would be
        • Service Account Admin for API Calls and System Actions

          Hello, I would like to request the addition of a Service Account Admin option in Zoho product. This feature would allow API calls and system actions to be performed on behalf of the system, rather than an active user. Current Issue: At present, API calls
        • How to apply customized Zoho Crm Home Page to all users?

          I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has
        • Please can the open tasks be shown in each customer account at the top.

          Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature
        • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

          Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.
        • Send Whatsapp with API including custom placeholders

          Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number
        • Configurable Zoho Cliq Notifications for Zoho People Alerts

          Hello Zoho People Product Team, Greetings and hope you are doing well. We would like to request an enhancement to Zoho People notifications, enabling a native delivery via Zoho Cliq with admin-level control, similar to the notification settings available
        • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

          Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the same
        • Keep Zoho People Feature Requests in the Zoho People Forum

          Hello Zoho People Product Team, Greetings. We would like to submit a feature request regarding the handling of feature requests themselves, specifically for Zoho People. Issue: Feature Requests Being Moved to Zoho One Zoho People feature requests are
        • ZO25: The refreshed, more unified, and intelligent OS for business

          Hello all, Greetings from Zoho One! 2025 has been a remarkable year, packed with new features that will take your Zoho One experience to the next level! From sleek, customizable dashboards to an all-new action panel for instant task management, we’ve
        • Introducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments

          We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,
        • [Product Update] Locations module migration in Zoho Books integration with Zoho Analytics

          Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho Books
        • Introducing Schedules for smarter availability management

          Greetings from the Zoho Bookings team! We’re excited to introduce Schedules, a powerful enhancement to manage availability across your workspace. Schedules are reusable working-hour templates that help you define and maintain consistent availability across
        • Why Zoho Contracts Prefers Structured Approvals Over Ad-hoc Approvals

          Approvals are one of the most important stages in a contract’s lifecycle. They determine whether a contract moves forward, gets revised, or needs further discussion. The approval process also defines accountability within the organization. Zoho Contracts
        • Whatsapp Connection Status still "Pending" after migration

          Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?
        • Kaizen #226: Using ZRC in Client Script

          Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this
        • How to Filter timewise question to check uploaded one month or two months before in these community question ?

          i want to find the question that is asked some month or before any particular year, so how can i filter it ?
        • Proposal for Creating a Unique "Address" Entity in Zoho FSM

          The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it provides
        • Workflow Down/Bug

          We have a workflow that sends an email to one of our internal departments 10 minutes after a record is created in a custom module. The workflow actually works correctly. However, we have now noticed that on January 8, between 3:55 p.m. and 4:33 p.m.,
        • Service Locations: Designed for Shared Sites and Changing Customers

          Managing service addresses sounds simple—until it isn’t. Large facilities, shared sites, and frequently changing customers can quickly turn address management into an operational bottleneck. This is where Service Locations deliver clarity and control.
        • Can I re-send the Customer Satisfaction Survey after a ticket closure?

          Hello, Some customers does not answer the survey right after closure, is it possible to re-send after a few days or weeks? Best Regards!
        • Account blocked

          Yesterday I got my Zeptomail account blocked due to too many hard bounces. My account is used exclusively for sending transactional emails (eg. your order has been shipped, a form has been filled, etc) and the sudden blocking impacted hundreds of websites
        • Filter contacts based on selected category in Zoho Desk ticket

          Hello community, I’m setting up the Tickets module in Zoho Desk and I need help implementing the following: When a category is selected in a ticket, I want the Contact field to be filtered so that it only displays contacts that are related to that category.
        • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

          Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able
        • Assign Income to Project Without Invoice

          Hello, Fairly new user here so apologies if there is a really obvious solution here that I am just missing... I have hundreds of small deposits into a bank account that I want to assign to a project but do not want to have to create an invoice every time
        • Tracking Non-Inventory Items

          We have several business locations and currently use zoho inventory to track retail items (sales and purchase orders). We were hoping to use zoho inventory to track our non-inventory items as well (toilet paper, paper towels, etc). I understand that we
        • Profile Page View Customization

          I need to change the fields, sections from the profile view of an emplyoyee.
        • Zoho Desk Android app update: Filter, Sort and Saved filters Enhancements

          Hello everyone! We are excited to introduce the below features on the Android version Zoho Desk mobile app: 1. Filter & Sort support has been introduced for the Contacts and Accounts modules. 2. Sort options is now available in Custom Modules as well.
        • Accessing shared mailboxes through Trident (Windows)

          Hi, I have a created a couple of shared mailboxes. The mailboxes are showing up on the browser based Zoho workplace, but I cannot seem to figure out how to access my shared inboxes through Trident (Windows). Am I missing something or is this feature not
        • Feature Request: Ability to set Default Custom Filters and apply them via URL/Deluge

          I've discovered a significant gap in how Zoho Creator handles Custom Filters for reports, and I'm hoping the Zoho team can address this in a future update. This limitation has been raised before and continues to be requested, but remains unresolved. The
        • Closing the Loop: Why Lookup Asymmetry is Harming Data Integrity in Creator

          TL;DR: Lookup fields allow users to add new related records inline via the "+" icon, but there's no equivalent ability to edit an existing related record without navigating away and losing form context. Adding a native "Edit" icon—with automatic User
        • filtering lookup field options based on information in another module.

          In our CRM system. We have the standard Accounts and Deals modules. We would like to introduce the ability to classify Accounts by Sector. Our desired functionality is to have a global list of all sectors that an Account can select, with the ability to
        • Next Page