Revenue Management: #9 Revenue Recognition in Media & Publishing
Media & Publishing industry has evolved in recent times. It offers subscriptions, bundles digital and print access, runs sponsored content, and sometimes even sells ad spaces. If you run a media or publishing business, you will always get into a situation
Revenue Management: #8 Revenue Recognition in Educational & Training Institutions
Educational Institutions and training centres typically collect course fees at the time of enrolment, sometimes for a one-day workshop and sometimes for a year-long certification course. You might also charge separately for course materials or evaluation.
Revenue Management: #7 Revenue Recongition in Construction & Real Estate Industry
If you are in the construction or real estate business, you are used to long project timelines and progressive invoicing to keep up with your billing. But when does revenue get recognized? Will it happen when the contract gets signed? At different milestones
Revenue Management: #6 Revenue Recognition in Professional Services Industry
If you run a consulting firm, agency, or any service-based business, you have a situation where you have signed the contract, maybe even sent the invoice, and have received some initial payments. So, can you consider this as revenue? What if the project
Revenue Management: #5 Revenue Recognition in SaaS
If you're building or running a SaaS business, you've probably encountered this. You get paid upfront for a subscription and a one-time onboarding fee, but you end up with confusion about when to consider it revenue. Can I book all of it now? Should I
Linking items from books and subscription
Linking books and subscription It is a pity that it is not possible to associate with a product an article present in ZohoBooks This would make it possible to manage products composed of a nomenclature of articles of books
Subscriptions Plans and CRM Products Integration?
Is there any way to set up plans and pricing in Zoho Subscriptions and have those available as Products in the CRM? We are trying to set up the CRM and the Products seem to be more geared toward selling products that are not subscription based. So if we sell annual or monthly contracts which are $10/seat/month, I can set this up as a plan in Subscriptions, but how can I set the same thing up in the CRM for the salespeople to sell/quote? What is the best practice for setting up the CRM Products to
Mapping Zoho Subscription Plans and Products to CRM and Books
We have products that are one time products and subscription products. 1) We would like to have the ability to create an opportunity in CRM that includes both one-time charge products and subscription products. Currently the only way of creating a subscription product is by defining a "Product->Plan" hierarchy in Zoho Subscription. It appears that the only SYNC between Subscription and CRM is around contacts and the Product->Plan hierarchy doesn't sync to CRM, thus, you would need a duplicate
Revenue Management: #4 What if there are uncertainties in project or service delivery?
Our previous post taught us how Zoho Billing makes life easy for businesses with its automated revenue recognition rule. However, certain businesses have more challenges that an automated system cannot handle, and there are certain situations where automated
Has anyone verified if Zoho is PCI compliant?
We are planning on using Zoho to process payments via Authorize.net. We have everything set up and are attempting to complete the PCI DSS SAQ-A requirement for our merchant account. This requires us to prove Zoho has completed the SAQ-D for Service Providers. We need a way to verify compliance, or a copy of an attestation of compliance signed by the appropriate officer at Zoho. I assume I'm not the first person to use Zoho to process payment, and therefore not the first to require this information
Revenue Management: #3 Revenue Recognition Simplified
In continuation of the previous post on how to compute revenue recognition, let's explore a solution that helps businesses handle real-world complexities. While the Accounting Standards provide a clear framework for recognizing revenue, the real challenge
Revenue Management: #2 How to compute revenue?
In our previous post, we discussed the revenue recognition standards under IFRS 15 and ASC 606 and the five-step model. Now, let's examine three distinct business scenarios to see how the standards and model work in practice. This will help you understand
Revenue Management: #1 What does it mean to "recognize" revenue?
Earning revenue isn't just about collecting cash from your customers. It's about recording the income correctly and consistently. Revenue recognition is the process of deciding when and how to record revenue in financial statements so that they reflect
# 2 Why do we need a billing system when accounting covers billing?
In today's evolving financial tech stack, businesses use a mix of tools to manage their day-to-day operations, from invoicing to full-fledged accounting. While accounting platforms typically come with built-in invoicing features, specialized billing systems
Zoho Subscriptions -- Zoho Commerce integration
Is there integration between Zoho Subscriptions and Zoho Commerce? I would like to create subscription plans in Zoho Subscritpions and list them for on my Zoho Commerce store.
What's New in Zoho Billing - August 2025
Hello everyone, We are excited to share the latest updates and enhancements made to Zoho Billing in August 2025 to improve your overall billing management experience. Keep reading to learn more. Notify Customers About Subscriptions via WhatsApp Business
#1 Zoho Billing vs. Zoho Books: Which one should I choose?
Managing your business finances isn't just about sending invoices. It's about keeping everything organized, accurate, and moving towards your organization's goals. At Zoho, we understand the complexity, which is why we offer two powerful yet distinct
Unable to Download Invoices via API – Code 57 Authorization Error
I’m integrating the Zoho Billing API with the scopes ZohoInvoice.invoices.CREATE,ZohoInvoice.invoices.READ. I’ve completed the OAuth2 flow successfully, including generating the auth code, access token, and refresh token. All tokens are valid and fresh.
Is there a way to prevent a user from removing a payment method on a live, recurring subscription?
As it stands, if you allow users to remove payment methods, they can do so on live subscriptions. This leaves the sub without a payment method. The user should be able to REPLACE the card with a new one, but not remove all payment methods. We have had
View Linked Subscription on Invoice list
When looking at the list of invoices in billing is it possible to see the subscription that an invoice is for. This would allow you to see if it's a subscription a customer is behind on, or they simply haven't paid a one time invoice.
Email for customer to provide payment information
Is there a way for customers when you set up a subscription to get an email that prompts them to put in their billing information to start their subscription? Also, can you show the subscription in their portal?
Is it possible to do custom domains on test accounts that use saml setups?
In Zoho Billing, Is it possible to do custom domains on test accounts that use saml setups for the customer portal?
"Recently Changed Payload Format" for webhooks in Zoho Billing
We are seeing a message about recently changed payload format for webhooks in zoho billing. I cannot find any notification about this change can you give me more information on this?
We've updated the webhook payload format
We’ve updated the default payload format for webhooks as part of our ongoing efforts to standardize the webhook format across Zoho Finance suite of applications. Note: This change is also applicable for the webhooks configured from the Developer Portal.
What's New in Zoho Billing Q2 2025
Hello everyone, We are excited to share the latest set of updates and enhancements made to Zoho Billing in Q2 2025, ranging from image custom fields to support for new languages. Keep reading to learn more. Upload Images From Your Desktop to Email Notifications
Questions about ACH in Zoho Billing
We have ACH enabled for subscriptions in Zoho Billing and we have the option enabled for users to be able to log in to their bank to add the account to their payment methods. Questions: 1) If the user's bank isn't supported via the log-in method, will
ACH Returns Don’t Trigger Dunning or Reverse Payment in Zoho Subscriptions
Zoho Billing marked an ACH payment as successful and kept the subscription active — even though the payment was later returned by the bank (NSF). There was no update to the invoice or subscription status, and I had to manually clean it all up. For credit
change subscription within customer portal
Would be great for the customer to be able to change their own subscription (or restart existing one) within the customer portal. Also, would like to be able to have early termination fee on subscriptions if canceled early.
How to make the add-on optional at the time of subscription?
The scenario is this, we have a service which has optional add-ons. Like the customer who purchased the subscription may or may not want to get the add-on. In our case if the customer choose the addon we have monetary benefit. In case the user does not
Moving Subscriptions from one Customer to another
We frequently need to move subscriptions from one Customer to another Customer in Zoho Billing and the only way we have figured out to do this is to cancel it in the old owner's profile and manually recreate in in the new owner's profile. In doing this,
How to pause a subscription/recurring order ?
Hello, I'm evaluating Zoho Subscriptions for a food co-op where members order a box of produce every week. The software that we're currently using allows members to set up a recurring order. Members can pause the recurring order when they don't want a box for a while and then resume it later. Is it possible to pause/resume a subscription ? Thanks John
Hosted Payment Pages - how to update the address in zoho billing
I"m playing around with the muti-page hosted payment pages which have places for customers to enter their addresses when paying. Why does this not update their address in Zoho Billing after payment? What can I do to make this happen?
Recurring Invoices
We are looking at moving our invoices to ZOHO Billing, I have started the trial period and like that I can et up for four different companies. The one feature we need which is mentioned in the documentation is Recurring Invoices so we can send our Rent
UI Update: We've Reorganized Invoice Settings
Dear users, We’ve reorganized invoice settings to offer you a streamlined and intuitive experience when managing your subscriptions. Starting from 2 July 2025, subscription-related invoice settings will be accessible from a new page called Billing Preferences
How to add a fee based on payment method
I currently accept both ACH payments and credit card. I want to add a 3% fee to a number of my subscription plans if the customer chooses to use a credit card (and not ACH/checking). How do I do this? Is there an in-built feature, or would i have to create
Forte's Extra Costs
Hello everyone in the Zoho community, I wanted to share some information about Forte in case anyone wanted to look into them as a processor. I currently use Stripe, but wanted to use Forte's ACH to pay vendors and take ACH payments for our products. This is one of the only ACH processors that Zoho accepts. They state their cost is $25/month plus their transaction fees for ACH. However, after signing up and going through their approval process, I found this out they work with a PCI compliance service
SEPA stripe vs gocardless
Hi, we want to use Zoho Books - but as we are a company that is based in Germany we are using SEPA mandates. I know that its possible to use GoCardless - but the fees are extremly high (15 EUR fee for a 5000 EUR transaction). Is there any other way to
Need help with Zoho Billing/Subscriptions API
Hello, We need help in figuring out which APIs to use in the following scenarios to process customer payments and manage subscriptions. When 14 days trial period is over and subscription status in Zoho changes to "TRIAL_EXPIRED" , customer comes back
Custom Field for Subscription
Hi, I can't find a way to add a custom field (to contain a license key generated from our software) against a subscription? Is the only place to add this information in the Invoice module (as custom field for invoice)? When a customer views his subscription via the customer portal, there appears no way to display a license key for them? The invoice is not the natural place to store a license key for a particular subscription, so where else can this be stored and displayed?
Customers receiving two email notifcations each time an invoice is created
Customers are receiving two emails each time we create a new invoice. They are not duplicates, as there is only one invoice in their account + in the email workflow. But still, they receive the email two times in a row at the same time. We have gone over
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