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

        • How to Structure Data in Zoho Creator Applications

          Data structure is undoubtedly one of the most critical pillars in application development within Zoho Creator. Well-structured projects scale easily, enable more robust automations, and drastically reduce rework. Poorly modeled applications, on the other
        • Application Architecture in Zoho Creator: Why You Should Think About It from the Start

          Many companies begin using Zoho Creator by building simple forms to automate internal processes. This is natural — the platform is extremely accessible and allows applications to be built very quickly. The challenge begins to appear when the application
        • Captcha can't be enabled conditionally

          Hi Problem: captcha on a form can't be enabled conditionally. Why is this a problem: Because I use the same form on our website (public) in the portal and mobile app. In the portal it works but in the mobile app it doesn't. So there should be a way to
        • Improved RingCentral Integration

          We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.
        • WorkDrive issues with Windows Explorer Not Responding

          We are using WorkDrive to collaborate on editing video content. We have a lot of files and quite a few are a few gigs. Recently anytime I try and work with the files Explorer freezes for a couple minutes whether it's dragging the files into Premiere or
        • Is it possible to retrieve function (Deluge) code from Zoho CRM externally?

          Hi Everyone, Is it possible to fetch or retrieve the Deluge function code from Zoho CRM using an external method (API or any other approach)? I would like to know if there is any way to access or extract the function script outside of Zoho CRM, or if
        • Zoho CRM Integration Form + Custom Fields

          Hi! I've created an Integration Form from Zoho CRM's Vendors Module, but I can choose a few standard fields and no custom fields I've created in Zoho CRM. There is a plan to add this feature soon? Thanks in advance.
        • Como estruturar dados em aplicações Zoho Creator

          A estrutura de dados é um dos pilares mais críticos no desenvolvimento de aplicações no Zoho Creator. Projetos bem estruturados escalam com facilidade, permitem automações mais robustas e reduzem drasticamente retrabalho. Já aplicações mal modeladas rapidamente
        • Creditos API

          Queria saber se alguém poderia me ajudar a resolver um problema na compra e utilização de créditos de mensagens API do WhatsApp. ja tentei todos o tutoriais porem não consegui realizar a compre, pois ao clicar no botão de comprar créditos aparece a mensagem
        • Using Zoho Forms vs Zoho Survey

          Hello - I'm looking for advice on whether to use Zoho Survey or Zoho Forms for our small non-profit. We have a Zoho One subscription, so have access to both. The main use case at the moment is application forms for our professional development programs.
        • Enable integration of CRM CPQ functionality for ZohoOne customers using Zoho Finance application

          Hi there. I can't believe I'm needing to launch this idea as I would have thought this was a little obvious. Following a number of conversations with the technical team it's become evident that the CPQ functionality within CRM cannot integrate with Zoho
        • Zoho Certified Workshops in Berlin | 20. - 21. April

          Liebe Mitglieder der deutschen Zoho-Community! Wir freuen uns, Ihnen mitteilen zu können, dass unsere Zoho Certified Workshops am 20. und 21. April nach Deutschland zurückkehren! 📍Wo finden die Workshops statt? Die zertifizierten Workshops finden im
        • Zoho Payroll Expansion Plans

          Dear Zoho Team, I truly appreciate the continuous innovation and improvements you bring to your suite of products. However, I—and I’m sure many others—would love some clarity on your Zoho Payroll expansion roadmap. Currently, it’s only available in the
        • Usar o Inventory ou módulo customizado no CRM para Gestão de Estoque ?

          Minha maior dor hoje em usar o zoho é a gestão do meu estoque. Sou uma empresa de varejo e essa gestão é fundamental pra mim. Obviamente preciso que esse estoque seja visível no CRM, Inicialmente fiz através de módulos personalizados no próprio Zoho CRM,
        • How do I setup the performance review module?

          I am pretty adept when it comes to learning software and I've set up quite a few Zoho Apps over the past 3 years.   But for the life of me, I can not figure out Zoho People performance reviews. I've figured out the "Organization" & LMS Modules, but the
        • Recurring Addons

          Hi, I know you can set the pricing interval for addons to weekly, monthly and yearly & set it for one off or recurring, which these are fine as a base addon item. It really would be helpful if when creating a subscription when you add on the addon item
        • Cancellation Fees

          Hi, It really would be good if Billing could take subscription management further with cancellations & being able to apply or set a cancellation fee for a plan that is either fixed or prorated. It is not uncommon in subscriptions for cancellation fees
        • Allow agents to enable or disable feed notifications from certain departments

          Hello everyone, Agents who are part of multiple departments receive feed notifications frequently from across the departments. They may not be actively involved in performing every action in all departments. For example, an agent could be a part of both
        • WorkDrive API returning empty response even after placing file in Team Folder

          Hi everyone, I am trying to fetch a file from Zoho WorkDrive using a Deluge standalone function in Zoho People. The API call executes successfully using a configured connection, but the response is coming back empty. I have verified the following: The
        • Address Typeahead Extension for Zoho Books

          I installed the Address Typeahead extension for zoho books but when I went to configure it, it said that that version was deprecated. Is there a newer version somewhere?
        • Transaction Rules & Customer Payments

          So I have a situation as follows. We have many clients who are all invoiced on the 1st of each month on a recurring invoice for 1 of 10 plans. This means that almost all payment dates are the same (some people pay late) and that a lot of the amounts are
        • Can I Integrate ADP Payroll with Zoho Books?

          Hi, I am hoping that I can integrate ADP Payroll with Zoho Books so that I do not need to manually input the payroll journal entries. Is this possible? If so, how do I do that?
        • Zoho Books | Product updates | February 2026

          Hello users, We’ve rolled out new features and enhancements in Zoho Books. From Advanced Reporting Tags to the ability to mark projects as completed, explore the latest updates designed to improve your bookkeeping experience. Introducing Advanced Reporting
        • Darshan Hiranandani : How many participants can join a Zoho Meeting at once?

          Hi everyone, I'm Darshan Hiranandani, trying to find out the maximum number of participants that can join a Zoho Meeting at once. Has anyone here used Zoho Meeting for larger groups and can share their experience or knowledge about the participant limit?
        • Ask The Expert: Deep Dive into Zoho CRM, Desk, SalesIQ, and Campaigns!

          Are you using Zoho to power your sales, support, and marketing, and have questions about configuration, automation, or best practices? We have great news: the “Ask The Expert” session is coming to the Zoho Benelux Community! This session is specifically
        • How to create a new Batch and update Stock via Inventory?

          Hi everyone, We are building an automation where a user enters batch details (Batch Number, Mfg Date, Expiry, and Quantity) into a Custom Module. I need this to trigger an API call to Zoho Inventory to: Create the new batch for the item. Increase the
        • Zoho books Inventory valuation report VS Stock GL value

          At one client, we track inventory using composite (bundled) items, and in the system settings we have enabled the option to prevent stock from going below zero. After the year-end physical count and quantity adjustments, we identified a mismatch: Inventory
        • Zoho Zoom extension for CRM

          When meetings are booked through Zoho using the Zoom extension, the Zoom link in the invite is a host start link that contains an expiring ZAK token. The invite should instead use a standard attendee join link or a non-expiring host link - why is this
        • Stereo audio

          L.S. Is stereo audio supported in Zoho Meetings? I would like to conduct music lessons with Meetings, but the audio needs to be good (if not great!) and stereo, and not too much compressed and such.
        • Zoho Surveys

          Dear Zoho Support Team, I hope this message finds you well. I am writing to inquire about the availability and documentation for the Zoho Survey API. Background: I am currently working on a project that requires programmatic access to survey data and
        • Zoho FSM API Delete Record

          Hi FSM Team, It would be great if you could delete a record via API. Thank you,
        • Writing SQL Queries - After Comma Auto Suggesting Column

          When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? Anyone
        • New Enhancements to Zoho CRM and Zoho Creator Integration

          Hello Everyone, We’ve rolled out enhancements to the Zoho Creator and Zoho CRM integration to align with recent updates made to the Zoho Creator platform. With enhancements to both the UI and functionality, This update also tightens access control by
        • Desk API that can search Merged Tickets

          Is there any method that can still search a ticket that was already merged? zoho.desk.searchRecords - doesn't explicitly mention
        • Issue with "Send Email" from Quotes not loading Email Template data

          Hi everyone, I'm currently experiencing an issue when using the "Send Email" option from a Quote record in Zoho CRM. What’s happening: When I go to the Quotes module and select a record, then click Send Email, the attached file (Quote) correctly pulls
        • Suggestions for Improved Table Management and Dashboard Filter Controls in Zoho Analytics

          Dear Zoho Analytics Community, I hope you are doing well. I would like to share a few suggestions based on issues I am currently experiencing while working with visualizations and dashboards. Firstly, when I create a new visualization using the Sales-Order
        • Zoho Projects and CRM Integration in Analytics

          Hi Team, In Zoho CRM, I’ve integrated CRM with Zoho Projects and associated a project within the CRM. The integration is visible under the Deals module. However, I’m unable to find this data in Zoho Analytics. Does anyone know where this information is
        • Cursor lands on disabled fields when tabbing through forms

          As of yesterday, form behavior has changed w/ regard to disabled fields. Previously when tabbing through a form the cursor would skip over disable fields (as would typically be desired). But now the cursor is landing on all disabled fields, in all of
        • Permission query

          we have two permission settings i.e 'user permission ' & 'portal user permission' and both have the same setting that we enable for our users, Now those who have access to user permission can see a button on the pivot table, "regenerate" but those who
        • Zoho Forms sheet prefil

          I've been using zoho sheet prefill for a week and it was working perfectly, as soon as i deleted the particular sheet and replaced it with another one no matter what I do it cant find the record and i get this message. Could you please assist me to resolve
        • Next Page