What's New in Zoho Billing - October 2023

What's New in Zoho Billing - October 2023

Hello everyone,

This month's updates bring a bunch of new features to Zoho Billing (previously Zoho Subscriptions), including branch support for Hosted Payment Pages, introduction of recurring payments via Stripe in India and Correction Invoices for Germany. Keep reading to learn more.

Recurring Payments for Stripe Integration (India)


 
You can now receive recurring payments for your subscriptions using Indian Mastercard or Visa cards via the Stripe integration. This is done using e-mandates, a digital payment service introduced by RBI for businesses to collect recurring payments from their customers.

Enable SSO (Single Sign-On) directly from Preferences



SSO is an authentication method that streamlines the way your customers access your Customer Portal. Your customers can access the portal with their existing credentials, such as those of your own service, or from an IdP (Identity Provider) like Google or OneLogin.
Previously, you could configure SSO for your Customer Portal by reaching out to our support team. Now, you can configure it directly from Zoho Billing. To enable SSO:
  • Navigate to Settings > General under Customer Portal.
  • Click Configure in the Portal SSO (Single Sign-On) section.

 
Note: Once you configure SSO for Zoho Billing, it will be applicable for all the other apps in the Zoho Finance suite.

Branch Support for Hosted Payment Pages



If your organization has multiple branches, when a subscription is created from the Hosted Payment Page, it is created for the default branch. Now, you can associate separate Hosted Payment Page URLs for each branch. When a subscription is created from such hosted pages, it will be tracked under the associated branch.  

Associate One-time Addons from the Customer Portal 

Your customers can now purchase one-time addons for their subscriptions from the subscriptions details page in the Customer Portal.
To enable this feature:
  • Go to Settings > Subscription Management under Customer Portal.
  • Navigate to the Advanced tab.
  • Check the Associate One-time Addons option.


Import Customers with Duplicate Names 

Previously, while importing customers, if you had the same customer display name in your organization and your import file, you could either skip the row or overwrite the existing customer with the customer in your import file. With this update, you can also add a customer with a duplicate display name as a new customer to Zoho Billing while importing.


Correction Invoice (Germany)



As per German law, once you send an invoice to your customers, you cannot edit or delete it. If you need to edit the invoice, you can generate a correction invoice, which can be used to rectify errors or make the necessary edits for the preceding invoice. Once you send the correction invoice, the preceding invoice will automatically be cancelled and a credit note will be generated for it automatically.

  

Redirection URL after adding/updating payment methods



You can now redirect your customers to a specific URL after they have added or updated their payment method from the Hosted Payment Pages. You can use this to provide a cohesive experience to your customers by redirecting them to your own website or even the Customer Portal, instead of remaining on the hosted payment pages.


Prevent Duplicate Payments



You can prevent your customers from initiating duplicate payments for your invoices from the Customer Portal or the invoice payment pages. This will be particularly useful for payment methods like ACH and Direct Debit which take longer to process. Once enabled, the "Pay Now" button will be hidden from your customers for invoices, whose payment has already been initiated, thus preventing duplicate payments. To enable this option:
  • Navigate to Settings > General under Customer Portal.
  • Select Prevent duplicate payments.
  • Click Save.

 
You can enable all the early access features in your organization by reaching out to our support team at support@zohobilling.com.
You can visit our What's New Timeline to view a list of all our previous updates.
We'd love to hear what you think about these features in the comments below. If you require any assistance, please write to our support team at support@zohobilling.com – we'd be happy to help!


      • 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

        • Narrative 14: The magic bazaar of Desk

          Behind the scenes of a successful ticketing system: BTS Series Narrative 14: The magic bazaar of Desk Marketplace is a centralized platform where users can discover Zoho and third-party applications that can be integrated with their Desk account to facilitate
        • Collections Management: #2 Late Payment Automation

          "Sir, I'll process the payment by evening, please don't apply any late payment charges", the customer said while arranging papers on his desk. Sanjay stood there with a tired smile. He had already visited twice that week. Payment collection was one thing.
        • Create a table in the layout section of modules

          Dear Sirs, I would like to know whether is possible to create a table under new fields in layouts section of modules. In fact in this section there are single line, multi line, pick list, multi-select, date, formula etc. but I am unable to add a table
        • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

          Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
        • Power of Automation :: Automatic Task Status Handling for Users

          Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
        • Question - why no way to input a 'tool description' and 'tree of 'tools'

          Every business is different, with different business processes. To be truly useful Zoho MCP needs to have user editable tool descriptions (or ruleset) and a 'tool tree' so that the LLM is context aware when being used. For example, the tool description
        • Develop Zoho Meeting as a Full Native Application (Not a Browser Wrapper)

          Hello Zoho Meeting Team, Hope you are doing well. We would like to suggest an important improvement regarding the Zoho Meeting desktop application. At the moment, the Zoho Meeting app feels more like a mini browser window or an iframe that loads the web
        • Can I create a custom function for chart of accounts?

          I'm trying to add a custom function that should run whenever a record in the Chart of Accounts module is edited, but on the form for creating a new function, the module dropdown does not include the chart of accounts as an option.
        • billing

          hi, I am being billed $12/year, and I can't remember why. My User ID is 691273115 Thanks for your help, --Kitty Pearl
        • Automatic Matching from Bank Statements / Feeds

          Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
        • Unable to confirm Super Admin assignment — confirmation button not working

          I’m trying to change the roles within my organization. I am currently a super admin and would like to add another user as a super admin. When I attempt to confirm the action, a screen appears asking for my password to verify my identity. However, when
        • Automation#36: Auto-create time-entry after performing the Blueprint transition

          Hello Everyone, This week’s edition focuses on configuring a custom function within Zoho Desk to streamline time tracking within the Blueprint. In this case, we create a custom field, and request the agent to enter the spending time within the single
        • Feature Request: Reviews

          Any chance we could get a "Reviews" element to put on sites? It should be extremely simple to do. Basically just take the comments box and add an option for a star rating. At the very least, it would be nice to have more customization options for the comment box so the text could be changed from "Comments" to "Reviews". I've looked at a bunch of embeddable review widgets but nothing meets my needs so this would be a great feature to have added to the site builder.
        • Can we handle a support like (incident management) project in Zoho Projects?

          Hi, I have a new profile of a project whereby we provide "ticket" base support to a client. They have a request and ideally we would handle comms via a email exchange logged in Zoho. Today we use Zoho Projects for all out projects, which means that we
        • Trying to show the actual Terms & Conditions on PDF

          Hi, On Zoho forms I am trying to have the actual terms and conditions that the user needs to accept also show on the pdf that they receive after. Right now it only says "Agreed". Please help.
        • Installing EMAIL Setup in New Domain

          Respected Support team, I'm facing an issue with cloudflare in Pakistan, I want to setup Zoho Mail Setup but I Don't know how to enable Zoho mail setup without cloudflare. My Website https://stumbleguyzzapk.com/, https://fakservices.com/ is using CF,
        • Enhancements to Zoho Meeting Annotator

          Hello Zoho Meeting Team, Hope you are doing well. We would like to share a few improvement suggestions regarding the Zoho Meeting Annotator used during screen sharing. While the current version provides helpful annotation tools, there are several limitations
        • Zoho Social/Marketing Plus - Addition to "Monitor" function

          It would be very helpful if the Monitor function would allow us to add a column to monitor hashtags in addition to pages and mentions. This is a common and very valuable function in other social listening tools.
        • Zoho forms - > Zoho desk multiple agents

          Hi! I would like to use a standard form to be used when we hiring people, so we looked at zoho forms for that. Now we would like to get that info in to Zoho desk and their different users shall take care of this ticket simultaneous . So, what would be
        • Almacenamiento

          Hola, Quisiera saber como podría hacer para bajar el almacenamiento de 5gb a mis usuarios, en otras palabras los quiero ir limitando de la cuota real, y luego ir agregando poco a poco la cantidad hasta llegar a los 5gb que me dan en el plan free. 
        • Zoho Invoice Now Supports VeriFactu for Businesses in Spain

          Starting from January 1, 2026, Spain requires real-time invoice reporting for all B2B transactions. From July 2026, this requirement will extend to B2C transactions as well. All reporting must be carried out through the VeriFactu to AEAT (Agencia Estatal
        • Will I Get a Refund If I Downgrade Zoho Mail?

          Hello, We upgraded an email account for our new employee. However, the employee left after one month, and now I've reduced the number of Zoho Mail users from 7 to 6. Can we get a refund for the remaining portion of our annual payment?
        • Infinite loop of account verification

          Hi I can't do anything on my zoho account.  I always get this message Hi Sheriffo Ceesay As a security measure, you need to link your phone number with this account and verify it to proceed further. When ever I supply the details, it displays that the number is associated with another account. I don't have any other account on zoho so this is really annoying. 
        • Zoho Billing Now Supports VeriFactu for Businesses in Spain

          Starting from January 1, 2026, Spain requires real-time invoice reporting for all B2B transactions. From July 2026, this requirement will extend to B2C transactions as well. All reporting must be carried out through the VeriFactu to AEAT (Agencia Estatal
        • Introducing the revamped What's New page

          Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main
        • Zoho Books - France

          L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
        • Name autocomplete

          Hi, During searching emails the web tool does not always propose the auto-completion of the saved emails. As a result I either have to go to contacts and look up the exact email, or the exact full name including the middle name and any dots, which is very annoying. For example I have a contact that I emailed in the past that has "First M. Last" <email@email.com> type of contact. When I start typing 'First' the email may or may not pop up in the autocomplete menu. Then if I start typing "first last"
        • How do i follow up my email campaign in-thread

          Is there a way to follow up the email campaign so that it is in-thread using zoho campaigns? eg customer gets original email with subject line "hello" then 5 days later follow up would be with subject line "RE: hello".
        • Announcing new features in Trident for Mac (1.29.0)

          Hello everyone! Trident for macOS (v1.29.0) is here with new features and enhancements to enhance your business communication. Let's take a quick look at them. Access shared mailboxes. You can now view and access shared mailboxes in Trident, which are
        • Books is extremely slow again today !

          Everything is running slowly even with 500mb connection speed
        • Cyclic dependencies in many-to-many relationships...

          I have an application which includes a form for companies, and a form for contacts. Each company can be assigned 1 technical and 1 administrative contact. I have this working okay so far, but I want to copy the scripts used so far to a new empty application. When I import the scripts it fails with a message that says: Problem encountered while creating the application Error in resolving form dependency:Cyclic dependency among the forms:[Company, Contact] What can I do to resolve this? After all,
        • Zoho API to create ticket

          I'm developing an integration to create tickets via API, but, locally it works (send and recieve requests). In production it also works sending requests, but, my file don't recieve any response data. My URL is available in Zoho API Console and I have
        • Automate Timesheet Approvals with Multi-level Approval Rules

          Introducing Approval Rules for Timesheets in Zoho Projects. With this automation, teams can manage how timesheets are reviewed and approved by setting up rules with criteria and assigning approvers to handle submissions. Timesheet, when associated to
        • Labels Part 2

           Hey Zoho Mail Team, On the labels window on the left-hand pane, alphabetize label name display, rather than displaying in order created.  This one should be easy. Thanks, Drew
        • Building Toppings #1 - Serving your needs with Bigin Toppings

          Hey Biginners! We're excited to kick off our Developer Community series on building toppings for Bigin, and our goal is to provide an accessible, beginner-friendly, and relevant path for every developer. Imagine creating tiny pieces of software that unlock
        • Can we create Sprint with tasks from Multiple projects?

          Hi Team, We were using Zoho Sprints for quite sometime. Currently we have started the process of Sprint method. We couldnt create the active sprint board with the tasks from multiple projects. I would like to know whether this is possible or Any timeline
        • Tip of the Week #74– Create automated workflows in MS Power Automate

          Zoho TeamInbox now connects directly with Microsoft Power Automate, letting you streamline everyday routines tasks such as from sending emails to managing threads, with automated workflows. About the integration Zoho TeamInbox integrates with Microsoft
        • Account validation

          Hello everyone, I registered my account on ZeptoMail to use the system, but the problem is that the verification period on Zepto's end has already passed and I have limited functionality.
        • Paste issues in ZOHO crm notes

          Hi, since a week or so I have issues with the paste function in ZOHO CRM. I use "notes" to copy paste texts from Outlook emails and since a week or so, the pasting doesnt function as it should: some text just disappears and it gives a lot of empty lines/enters.....
        • Is it possible to add a gradient color to a newsletter im designing?

          From where i sit it looks like you can only choose a single color but not combine 2 colors?
        • Next Page