Pricing Strategies: #6 Common Mistakes while Configuring Pricing

Pricing Strategies: #6 Common Mistakes while Configuring Pricing

"Why does this month's billing feel messy again?"


That was the exact line Priya muttered while staring at the spreadsheet full of edited pricing, one-off discounts and mismatched subscription details. 

Her business was growing, but the pricing machine wasn't going anywhere. Instead, it looked like a complex cockpit.
Alert

Customers asked for new currencies.

Some needed recurring services, while others requested one-time work.

A few wanted add-ons.

Many asked for discounts.

All she did was manually adjust everything.

Priya wasn't making mistakes; she was doing what most growing businesses do: making pricing decisions relatively instead of structurally.

In this final post on pricing, let's understand the most common mistakes that businesses make, along with the solution that could give you more control and consistency.


Using One Pricing Method for Every Offering 
Warning"Let's just put everything under one flat price..... for now." 

Priya priced products, one-time work, and recurring services all the same way, which made billing inconsistent and unpredictable. It was easy when offerings were limited, but as offerings diversify, so does the pricing approach.


Zoho Billing lets you price each offering using the correct billing method.

 This ensures pricing reflects how value is delivered, not how convenient it is to invoice.


Using Recurring Invoice Instead of Proper Plans 
Warning"We'll send the same invoice every month. Easy." 

Recurring invoices work well when customers' needs rarely change. But in reality, customers request more hours, fewer hours, temporary pause, mid-cycle upgrades or downgrades, etc. Each request will lead to a manual edit.


Zoho Billing handles recurring value through subscription plans, not repeated or recurring invoices. It is built to handle,
  • Offering a trial.

  • Auto-renewals.

  • Proration for mid-cycle changes.

  • Usage/quantity changes.

  • Plan upgrades & downgrades.

The system updates billing dynamically, eliminating the need for manual adjustments.


Cramming Everything into a Plan Instead of Using Addons 

Warning"Let's just modify the plan for this customer, as we always do." 

Every time a customer needs an extra hour or seasonal enhancement, businesses edit the plan. This quickly led to a bloated catalog full of slightly different plans no one could track.

Zoho Billing offers add-ons that can blend with plans to provide flexibility in providing it as a service
  • Standalone addon for optional extras.

  • Recurring addons for permanent upgrades.

  • One-time addons for temporary boots.

  • Quantity-based addons for "I need more" scenarios.

  • Usage-based addons for metered services.

  • Addon groups for organised selection.

Plans stay simple. Addons handle customisation.


Offering Discount Without Structure 

Warning
"Sure, we can discount this once... and maybe next time too..." 

Manual case-by-case discounts seem harmless at first, but quickly become inconsistent and financially risky. Customers expect them, and margins erode silently.

Zoho Billing turns discounts into controlled, trackable Coupons. You can define coupons with
  • Percentage or fixed amount.

  • Applies to plans, add-ons, or the entire invoice.

  • Expiry dates.

  • Maximum redemption limits

  • Per customer redemption limit.

  • Eligibility based on customer or item.

  • Multiple coupon codes under one rule.

 Discounts become strategic and not spontaneous.


Using the Same Price for Every Market or Customer 

Warning"Let's just convert the price manually for all overseas customers." 

Selling globally means dealing with different currencies, purchasing power, and expectations. Manually converting them causes confusion, errors and loss of trust.

Zoho Billing allows localised and segment-based pricing through Pricelist. It can be configured to,
  • Markup/Markdown for broad adjustments.

  • Individual item pricelist for multi-currency control.

  • Pricelist for subscription plans & addons.

  • Bulk import for an extensive catalog.

  • Customer-specific price list assignment.

  • Pricelist selection during checkout.

 Your pricing remains consistent, competitive and accurate worldwide.


Assuming Pricing Doesn't Need to Evolve 

Warning"Our plans have worked for 3 years. No need to change it." 

As customers grow, their needs change, but most businesses forget to adapt their pricing. This leads to mismatched expectations, reduced revenue, and churn.

With Zoho Billing, pricing evolves effortlessly.
  • Plans can be upgraded or downgraded.

  • Addons allow scalable customisation.

  • Coupons support retention campaigns.

  • Pricelist adapts pricing for new markets.

  • Billing models can be mixed and matched.

 Your pricing system becomes future-ready, even if you are offering changes tomorrow.


Letting Billing Drive Pricing Instead of Strategy Driving Pricing 

Warning"We price based on what's easy to bill; taking customer expectations into account will put us into a lot of complexity." 

Many businesses set pricing based on operational convenience rather than value, market demand, or growth strategy.

Zoho Billing becomes the infrastructure that supports strategic pricing:
  • Flexible pricing models.

  • Structured plans.

  • Scalable add-ons.

  • Rule-based discounts.

  • Localised pricelist.

You no longer price based on what the billing tool can handle; instead, the billing tool adapts to your pricing strategy.


Stop Being Reactive to Pricing Changes, Stay Proactive 

Businesses evolve every day, and it has become hard to manage them with spreadsheets or a tool that is too rigid to adapt to these changes.


One can grow by stopping reacting to pricing problems and building a pricing system with ample room to customise.

Zoho Billing provides that system. It helps you deliver value cleanly, price confidently, sell globally, retain customers intelligently and scale without breaking your billing process.

Now and in the years to come, Pricing isn't just about maths. It's more strategic, and Zoho Billing helps you execute it flawlessly. 
    • Sticky Posts

    • Community Learning Series | Digest #5 — September 2020

      Dear customers, We're happy to bring you the September edition of our #CommunityDigest! Keep track of your subscription KPIs right from your smartphone: Last month, we enhanced our Android mobile app to help our customers get daily updates on their business health. We got to know from a lot of customers that this has made their job much more easier because they no longer have to keep a reminder to manually check on the previous day's revenue or activations. If you have not downloaded it yet, here's
    • Community Learning Series | Digest #4 - August 2020

      Dear customers, We hope you're staying safe and healthy. I'm happy to bring you the fourth edition of our #CommunityDigest with some brand-new updates from us. 1. Daily Business Updates (for Android users) The Zoho Subscriptions Android app has got a cool new update: You can now get a push notification to your smartphone that lets you know how many activations and cancellations have taken place, and what's the net revenue for the previous day. The best part is, you can tell the app when exactly you
    • Community Learning Series | Digest #3 - July 2020

      Dear customers, We hope you're staying safe and healthy. We're glad to bring you the July edition of our #CommunityDigest. New community members can view our previous newsletters here. This time, we have two major updates and three interesting topics for you: 1. Zoho Subscriptions Developer Community Since the inception of Zoho Subscriptions, our team believed that the recurring billing platform we provide should be able to offer an extensive API library that empowers businesses to automate most
    • Introducing: Community Learning Series | Digest #1 - May 2020

      Dear customers, We hope you are staying safe and healthy. Helping businesses manage their customer subscriptions more efficiently has always been, and always will be, our goal at Zoho Subscriptions. We strongly believe this is possible if we grow together as a community and share what we know with each other. To nurture this shared learning experience, here is our brand-new Community Learning Series! ​ Welcome to the first edition of our digest! Each edition of our community digest includes guides
    • Recent Topics

    • 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.
    • 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.
    • 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.
    • Zoho CRM Meetings Module Issues

      We have a use-case that is very common in today's world, but won't work in Zoho CRM. We have an SDR (Sales Development Rep) who makes many calls per day to Leads and Contacts, and schedules meetings for our primary Sales Reps. He does this by logging
    • How to filter Packages in zoho inventory api

      Hi Team, I want to perform some tasks in a schedular on the packages which are in "Shipped" state. I tried to use filter_by in my api call but in return I get response as {"code":-1,"message":"Given filter is not configured"} My Api request is as follows
    • 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
    • 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!
    • 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
    • Syncing with Google calendar, Tasks and Events

      Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning
    • 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
    • Really want the field "Company" in the activities module!

      Hi team! Something we are really missing is able to see the field Company when working in the activities module. We have a lot of tasks and need to see what company it's related to. It's really annoying to not be able to see it.🙈 Thx!
    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
    • Service op locatie organiseren met Zoho FSM: waar lopen organisaties tegenaan?

      Bij organisaties met service teams op locatie merken we vaak dat de complexiteit niet zozeer in de planning zelf zit, maar in wat er rond die planning gebeurt. Denk aan opvolging na interventies, consistente servicerapporten, en het bijhouden van installaties
    • 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.,
    • Introducing Assemblies and Kits in Zoho Inventory

      Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
    • Automate pushing Zoho CRM backups into Zoho WorkDrive

      Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They
    • Does the ability exist to make tax on the customer profile mandatory?

      I am reaching out to inquire about the possibility of making the "Customer Tax" field mandatory when creating a new customer in Zoho. We want to ensure that all customers have their tax information recorded to maintain compliance with our internal processes.
    • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

      Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
    • 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
    • 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
    • IMAP mail after specify date

      Hi My customer's mail server is on premise and mail storage is very huge. So It never finish sync. and finally stop sync. Cloud CRM have a option like zoho mail sync mail after some date.
    • email association with CRM

      Why is it 2024 (almost 2025) and Zoho has not figured out how to integrate email with CRM? It is so inconsistent at associating emails within CRM. I am an attorney. I have clients and work with other attorneys. Attorney John Doe is associated with multiple
    • Fix the speed

      It takes ages to load on every step even though my dataset is quite small.
    • Credit Note for Shipped and Fatoora pushed invoices

      We have shipped a Sales Order and created an Invoice. The Invoice is also pushed to Fatoora Now we need to create a credit note for the invoice When we try it, it says we need to create a Sales Return in the Zoho Books, we have already created a Sales
    • 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?
    • FSM - Timesheet entires for Internal Work

      Hi FSM Team, Several of my clients have asked how they can manage internal timesheets within Zoho FSM. Since their technicians already spend most of their day working in FSM, it would be ideal if they could log all working hours directly in the FSM app.
    • Add a way of clearing fields values in Flow actions

      It would be great if there was an option to set a field as Null when creating flows. I had an instance today where I just wanted to clear a long integer field in the CRM based on an action in Projects but I had to write a custom function. It would be
    • Role Management

      I am creating an analytics dashboard for a company that will be utilized by its various departments such as Finance, Marketing, and HR. My goal is to design the dashboard with separate tabs for each department. Additionally, I plan to implement role-based
    • Link Contacts to Billed Accounts

      Hello, I want to do a survey on all my customers of 2025. For that I want to select all contacts linked to accounts who where billed in 2025. How to I create this link to I can then use Zoho Survey with this database of contacts?
    • Highlight a candidate who is "off limits"

      Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,
    • Announcing new features in Trident for Windows (v.1.37.5.0)

      Hello Community! Trident for Windows just received a major update, with a range of capabilities that strengthen email security and enhance communication. This update focuses on making your mailbox safer and your overall email experience more reliable.
    • Early Payment Discount customize Text

      Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.html
    • 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
    • Deprecation of SMS-based multi-factor authentication (MFA) mode

      Overview of SMS-based OTP MFA mode The SMS-based OTP MFA method involves the delivery of a one-time password to a user's mobile phone via SMS. The user receives the OTP on their mobile phone and enters it to sign into their account. SMS-based OTPs offer
    • 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.
    • DKIM Now Mandatory - Changes to Zoho Forms Email Policies

      Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering
    • Ability to assign Invoice Ownership through Deluge in FSM

      Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This
    • Next Page