What's New in Zoho Billing | February 2026

What's New in Zoho Billing | February 2026

February brings a powerful set of updates to Zoho Billing, from smarter subscription management and flexible payment options to better reporting and more control over your hosted pages. Here's everything that's new this February.

Create Subscriptions for Items

You can now create subscriptions for items in Zoho Billing. You can pause, resume, cancel, or reactivate these subscriptions just like any other subscriptions. Zoho Billing applies unused credits automatically when generating invoices from these subscriptions.
Notes
Note: This feature is available only on certain Zoho Billing plans.
To create subscriptions for items, go to Subscriptions > create or edit a subscription > then select Items in the Create Subscription For option.


Create Subscriptions with Days as Billing Frequency [Early Access]

You can now create subscriptions that renew based on a specific number of days, such as every 18 or 90 days, or even daily. This gives you flexibility to match your customers' billing preferences precisely.

To set this up, go to Plans or Addons, create or edit a record, then set the Billing Frequency to Days and specify the number of days. When creating the subscription, specify the number of renewal cycles in the Billing Cycles field.

Generate Renewal Payment Links for Manual Renewals

You can now generate advance renewal payment links for manual or offline subscriptions. Share these links with customers to collect renewal payments proactively instead of waiting for the next billing cycle.By default, the link expires one day before the Next Billing Date, but you can adjust this if needed.
Notes
Note: This feature is available only on certain Zoho Billing plans.
To generate a renewal payment link, go to the subscription and click Renew Subscription, then select Generate Renewal Payment Link.

Disable Advance Invoice Failure Alerts

You can now disable notifications when Advance Invoices fail to generate due to subscription configuration conflicts.
Notes
Note: This preference applies only to Advance Invoices.
To disable the alerts, go to Settings > Subscriptions > Advance Billing and enable the Disable Advance Invoice Failure Emails preference.

Save Payment Method on Hosted Payment Pages

Your customers can now save their payment method directly from your Hosted Payment Pages so future invoices are collected automatically. Configure the Save Payment Method checkbox in your Hosted Payment Page template. Payment method saving behaviour varies by gateway.

To enable this, go to Settings > Hosted Payment Pages, edit your template, and configure the preference.


Download Invoices from Thank You Pages

Customers can now download their invoice directly from the Thank You Page after a successful subscription purchase on your Hosted Payment Pages.

To enable this, go to Settings > Hosted Payment Pages, edit your template, and under the Thank You Page settings, check Allow customers to download invoice. Optionally, customize the button label to match your brand.

Configure Multi-Currency Discount Values in Coupons

You can now configure currency-specific discount values for flat-rate coupons. When a coupon is applied to a subscription, Zoho Billing automatically uses the discount amount that matches the customer's billing currency.
Notes
Note: This feature is available only for organizations with Advanced Coupons enabled
To set this up, go to Product Catalog > Coupons, create a coupon and set Discount By to Flat Rate. Click Add Currency to define discount values for each currency.

Add Quick Reply Buttons to WhatsApp Messages for Quotes

When sending quotes via WhatsApp, you can now include quick reply buttons that let customers accept or reject the quote in a single tap.

To enable this, go to Settings > Quotes > General and enable the quick reply button preference. The quick reply buttons will appear on your WhatsApp message templates automatically once enabled.

Mark Projects as Completed

You can now mark projects as Completed in Zoho Billing to easily differentiate them from active ones. To mark a project as Completed, go to Time Tracking > Projects, select the project, click the More option, and select Mark as Completed.

View Activity History for Reports

You can now view a full activity history for your reports. Zoho Billing automatically captures actions like Print, Export, Share, Create/Edit (for custom reports), and Schedule, giving you a clear audit trail.
To view the history, open any report and click the Show History icon at the top.

Toggle Net and Gross Revenue Retention Metrics

The Revenue Retention Rate report now lets you toggle between Net and Gross retention metrics in a single view. Net retention shows revenue from existing customers; Gross retention excludes expansion revenue. This lets you see whether growth comes from expansion or retention.

To access it, go to Reports > Retention > Revenue Retention Rate and select the metric from the Retention Type dropdown.


Ready to dive in? Start exploring these updates today and let us know how they transform your workflow. Have questions? Our support team at support@zohobilling.com is here to help every step of the way!


      • Sticky Posts

      • 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

        • Insert Template not inserting

          I have been using the "Insert Template" feature for years and I use it every single working day. Yesterday it was working fine. Today, on two different browsers (Chrome and Edge), I can select "Insert Template", select the template I want to insert, but
        • How to setup pricing in Zoho

          Hi everyone, I am relatively new here and have just moved from my old inventory system to the Zoho one. I am trying to get my head around how it all works. I am mostly setup connected to a shopify store, but I do manual sales also For manual invoicing,
        • Work Orders / Bundle Requests

          Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of
        • Windows agent 2026_M06 release notes

          Agent Version: 2026.03.19.0 Release date: 21 April, 2026 Major Enhancement: Connect as Individual Active users allowing you to connect to the same computer as different users in different tabs. Internal tool implementation to check for vulnerability in
        • Windows agent 2026_M05 release notes

          Agent Version: 111.0.3.335 Release date: 25 March, 2026 Major Enhancement: Quick Support feature compatibility code released. Code refactoring and removal of old code. Minor Enhancement: Updates to trackpad functionalities during remote session. Calendar
        • Windows agent 2026_M04 release notes

          Agent Version: 111.0.3.334 Release date: 10 March, 2026 Agent stickiness on multiple Windows Desktops to avoid confusion. Various other bug fixes and performance improvements.
        • Notes - Reaction Buttons

          Using the native notes option within CRM is fine, it works and the RTF features are great, however, would it be possible - if there isnt already something in place, where we can add a reactions button, similar to teams/whatsapp to show that its been read
        • Picklist values out-of-date in Campaigns

          Hi I use a CRM (Global) picklist set of values for my field "Connection Strength" (see screenshot 1). . I use Campaigns to follow-up and change the Connection Strength value depending on their stage. The picklist values that appear in the dropdown for
        • Can't add my domain to Zoho zeptomail because of error code DE_150

          Hello there, I'm trying to add my domain to ZeptoMail but it's rejected I checked the network tab and I'm getting { "error": { "code": "TM_3601", "details": [ { "code": "DE_150", "message": "Antispam validation failed for your domain in Accounts." } ],
        • T&C acceptance gate before estimate Accept, with audit trail

          We had to settle a Florida small-claims case in 2025 because we couldn't prove our customer was bound to the venue clause in our Terms & Conditions. The estimate footer mentioned the T&Cs, and Zoho Books logged the customer's IP and timestamp when they
        • Proforma Invoice

          Is there an option to create proforma and advance invoices in professional
        • Rename system-defined labels in Zoho CRM

          Renaming system-defined labels is now available across all DCs. Hello everyone, Zoho CRM includes predefined system fields across modules to support essential CRM operations. Until now, the labels of these fields were fixed and could not be edited from
        • Windows agent 2026_M03 release notes

          Agent Version: 111.0.3.333 Release date: 19 February, 2026 Event Viewer Windows agent code release. Optimised the unattended agent uninstallation process to properly cleanup residual files and registry entries to prevent registry orphans.
        • Windows agent 2026_M02 release notes

          Agent Version: 111.0.3.332 Release date: 11 February, 2026 Code refactoring and removing of old unused code to optimise performance in specific versions of Windows Operating System.
        • Windows agent 2026_M01 release notes

          Agent Version: 111.0.3.331 Release date: 09 February, 2026 Enhancements and updates for improved Video Codec performance and stabler video rendering. Refactored legacy code for optimised performance with legacy devices. Upgrades to monitoring protocols
        • how to fix this error as soon as possible?

          how to fix this error as soon as possible? i have purchased it for monthly at 59₹ paid for an annum please let me know how to fix this issue as this one is urgent Server error: Message failed: 550 5.4.6 Unusual sending activity detected. Please try after
        • Transaction Rule Matching

          Q1. Is there a method to have the Transaction Rules applied across multiple Bank Accounts? Q2. To match "contains" text in Transaction Rules, is a wildcard or regular expression required? Is it case sensitive? Would searching for "issue" in the following
        • Native QuickBooks integration for Zoho CRM: Connecting sales and finance

          Greetings, I hope all of you are doing well. We're excited to announce Zoho CRM's integration with QuickBooks Web, which is designed to synchronize your CRM data with your QuickBooks accounting records and bridge the gap between sales and finance. This
        • Journal Entries Do Not Show Multiple Entries to the Same Account

          Another basic accounting function that Books ... Accountants sometimes write journal entries, debiting and/or crediting the same account in the same entry. This is due to the need to record specific activity in an account when we pull reports especially
        • Edit a previous reconciliation

          I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.
        • BUG: Related List Buttons with Client Script action now erroring

          There appears to have been a bug introduced over the last few days with Related List buttons that invoke a Client Script action. Button configuration: Configured Client Script: Results: The default loader is presented at the top of the page, and an error
        • Zoho Writer extension is now available in Zoho Books!

          The Zoho Writer extension is now available in Zoho Books. With this, you can design documents your way. Create custom templates with Zoho Writer in Zoho Books. Instantly generate multiple templates for invoices, estimates, and purchase orders. Easily
        • Paste Options don't work

          I've always wondered about this, as I've experienced this issue for quite some time now. Why don't the right-click Paste options work properly in Zoho Writer? I can use Ctrl + V without any issue, but if I right-click and use one of the Paste menu options,
        • What's New in Zoho Analytics - April 2026

          Hello Users! April brings a fresh set of updates and enhanced capabilities designed to make your analytics more intuitive and efficient. Explore What's New! Zia Insights in Dashboards We’re bringing the power of Zia Insights directly into dashboards.
        • Issue with Resume Parsing and Storage Limit in Zoho Recruit

          Hello Team, We are currently facing an issue with resume parsing in Zoho Recruit. While parsing resumes, we are receiving a message indicating that the storage is full. We would like to delete multiple old resumes from the system to free up storage space.
        • Best sales insights for target accounts?

          Question for all the sales power-users out there: I would like to gain insights from Zoho CRM for a rotating list of target accounts. Each Outside Salesperson has 5 target accounts, and they can change these targets quarterly with management approval.
        • Introducing Custom Columns in Forecasts in Zoho CRM

          Release Plan: Enabling in Phased Manner, Enabled for JP DC Hello all, Forecasts in Zoho CRM help sales representatives, managers, and business stakeholders evaluate performance and plan future sales activities. While standard metrics such as Target, Achieved
        • Integrate QuickBooks with Bigin and streamline your sales and accounting!

          If your business relies on Bigin for customer management and QuickBooks for accounting and invoicing, this new integration is here to make your operations more efficient. By connecting these two platforms, you can now manage your CRM and financial processes
        • What's New in Zoho Billing | April 2026

          April 2026 brings a wide set of updates to Zoho Billing, from updated Payment Links layout and AI-powered billing workflows to smarter subscription quoting, better compliance tools for German Edition users, and more. Here's everything that's new. Connect
        • No Ability to Rename Record Template PDFs in SendMail Task

          As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and
        • Need Native Support for docx files in Zoho Writer

          Absolutely love Zoho Writer, but often need to share files by email with people who are in the Office ecosystem. Downloading a file as docx, then sending it by email, getting the comments back, converting it to Zoho format, editing it, then converting
        • Invalid value passed for line_item_category

          duplicating a previous used invoice and trying to save it (new invoice number / po number used) I keep encountering this error when trying to save the invoice Invalid value passed for line_item_category
        • What is the different between Zoho invoice and Zoho book

          Hi, both product do invoice and Zoho book having all function / feature Zoho invoice, please explain more, thanks
        • Mastering Zia Match Scores | Let's Talk Recruit

          Feeling overwhelmed by hundreds of resumes for every job? You’re not alone! Welcome back to Let’s Talk Recruit, where we break down Zoho Recruit’s features and hiring best practices into simple, actionable insights for recruiters. Imagine having an assistant
        • Option for - CSV Export from Pipeline Deals by Stage (Including Products, Companies, and Contacts)

          I would like to know when we will be able to export a simple CSV file from pipeline deals, with the option to select a specific stage within the pipeline. This export should include data for products, companies, and contacts, all in a single view. For
        • What is the difference between workflows, journeys, and blueprints?

          I semi-understand what they are individually but they all say they can be used to automate processes in your CRM. What makes these three different? What are the benefits and cons of using each?
        • Free webinar! Simplify hiring and HR workflows with Zoho Sign for Zoho People & Zoho Recruit

          Hello! Managing recruitment, onboarding, and employee paperwork doesn’t have to be complex or time-consuming. Discover how Zoho Sign, integrated with Zoho People and Zoho Recruit, helps you digitize and streamline your document workflows from hire to
        • Multiple Blueprints on different fields at the same time.

          It looks only 1 Blueprint can run at the same time, it makes sense for many Blueprints on the same field (Eg. Stage). But what about multiple Blueprints on "different" fields? the multiple options must be available. (Eg. Stage, Documents Status, Contract
        • Edit 'my' Notes only

          The permissions around Notes should be more granular, and allow to user to be able to edit the notes he created only. The edit Notes permission is useful as it allows the user to correct any mistakes or add information as needed. However, with this same
        • Need to make a specific canvas my default view for contacts

          Need to make a specific canvas my default view for contacts How do I do it?
        • Next Page