Zoho Billing in 2024 : A Year of Growth

Zoho Billing in 2024 : A Year of Growth



You asked! We listened! 2024 saw a lot of updates in Zoho Billing to improve your overall billing management experience. Let us take a look back at some of the major updates in 2024.


New Features & Enhancements

Sales Enhancements

Create One-Time Invoice with Plans and Addons

You can now create one-time invoices with plans and addons. This is particularly useful when you want to sell a plan to your customers without impacting your churn reports.

Create Subscriptions From Quotes

Craft personalized quotes with custom pricing for plans and add-ons, which your customers can either accept or decline. These quotes can be directly converted into subscriptions. You can create quotes for subscriptions from the customer's details page or the Quotes list page.

Split Offline Invoice Payments

We have introduced an option to split offline payments for your invoices upto three different parts. You can assign different payment methods for each part.This is particularly useful for cases when you receive payment from your customers through different payment modes for your invoices.

Customization Enhancements

Customize Keyboard Shortcuts

Customize your keyboard shortcuts in your organization according to your preferences. You can also disable the keyboard shortcuts if you don't need them and enable them later. If you want to go back to the default shortcuts, you can simply reset them.

Minimized Web Tabs

With our latest update to web tabs, you can minimize and view a web tab while navigating other modules within the app. This can be particularly helpful in cases where you might want to cross-verify data from a web tab. 

Validate Custom Fields Using Regex

You can now add validation for your custom fields using regex. This ensures that the values that are entered adhere to the required format, which helps validate values like phone numbers or ZIP codes. You can also use this while importing data.

Associate Branch-Specific Logos

Some companies use different logos for different branches to tailor brand identity for specific regions or market segments. If your business has multiple branches in different regions, you can now associate different logos for each branch.

Customer Enhancements

Unique Customer Numbers

Zoho Billing allows you to use unique customer numbers to eliminate confusion caused by multiple customers with the same name. This, in turn, reduces the risk of errors while managing transactions. You can also configure how to auto-generate customer numbers.

Hosted Payment Page Enhancements

Enable Customers to Update Their Information From the Hosted Payment Pages

When your customers subscribe to a new plan through the multi-page hosted payment pages, they can edit the prefilled details, including name, contact number, address, and custom fields, after completing OTP verification.

Share the Hosted Payment Page via QR Code

You can now share the hosted payment page by generating a QR code. This is particularly helpful if you want to embed it in your websites, posters, banners, and the like.

Reports Enhancements

Introducing the Net Revenue Retention Report

Keep track of how well your organization retains customers and recurring revenue from them over a specific period using the Net Revenue Retention Report. This helps you get an overview of the company's long-term growth.

Aging Summary in Customer Statement

We have supported including the Aging Summary in the Customer Statement. This way, you can view the outstanding payments for a particular customer with ease and share it with them when required. 
To enable Aging Summary in Customer Statement:
  • Navigate to Settings > PDF Templates > Customer Statement > Transaction Details.
  • Enable Aging Summary under the Document Details section.

Edition-Specific Enhancements

Unveiling the South Africa Edition

We have launched the South Africa edition of Zoho Billing with support for VAT and HSN codes for businesses operating in South Africa. Zoho Billing also supports adding items as capital assets and applying a domestic reverse charge to transactions.

Display UPI QR Code in Invoice PDFs (India Edition)

UPI is one of the most common payment methods in India. You can now enable your customers to pay you faster by displaying your UPI QR code on your invoice PDFs. Your customers can conveniently scan the QR code from their invoice PDFs using their UPI app to pay for invoices.

Extend the Validity Period of e-Way Bills (India Edition)

The validity period of an e-way bill refers to the period within which the goods must be transported. Sometimes, due to unforeseen circumstances, like natural disasters or accidents, transportation can be delayed beyond this period. In such cases, you can extend the e-way bill's validity period directly from Zoho Billing by clicking Extend e-Way Bill from the e-way bill's overview page.

Associate a Payment Form in Invoices [Mexico Edition]

The SAT has mandated that invoices must specify a payment form to indicate how the transaction will be settled for e-invoicing. You can now associate a payment form in invoices before pushing transactions to the SAT Portal. Common payment forms include cash, credit card, and bank transfer.

Payment Method Enhancements and Integrations

Integrate Zoho Payments with Zoho Billing (Early Access)

Integrate your Zoho Billing organization with Zoho Payments to receive payments from your customers via UPI (India edition), cards, net banking and ACH Direct Debit (US edition). Configuring Zoho Payments in Zoho Billing will also enable it in other Zoho Finance apps such as Zoho Invoice, Zoho Books, Zoho Commerce, Zoho Checkout and Zoho Inventory.

Klarna Payment Method via Stripe

Note: This feature is not available in the India edition of Zoho Billing.

Your customers can now pay for their invoices using Klarna through Stripe. Klarna is a global payment method, which provides flexible payment options like Pay Later, instalment payments, and more. Even if customers choose to pay in instalments or later, Stripe will transfer the full amount to the merchant instantly.

Alipay via Stripe 

Enhance your customers' payment options by enabling Alipay via the Stripe Integration. Alipay is a digital wallet in China with more than a billion users worldwide, allowing you to collect payments in CNY currency from any location. Additionally, based on your Stripe account's location, you can also receive payments in AUD, CAD, EUR, GBP, HKD, JPY, SGD, MYR, NZD, and USD.

Zimbabwean Gold Currency 

Zoho Billing now supports the Zimbabwean Gold Currency, which is a new gold-backed currency introduced by the Reserve Bank of Zimbabwe. You can associate Zimbabwean Gold Currency with new and existing customers to transact in their preferred currency. You can also set the base currency of a Global edition organization as Zimbabwean Gold Currency if you do not have any existing transactions in another currency.

Integrate with WhatsApp 

WhatsApp is one of the most popular messaging apps in the world. Integrate your Zoho Billing organization with your WhatsApp Business account to update your customers about their quotes, invoices, credit notes, and customer statements with a personalized touch. 

Other Enhancements

Update Branch Address

When you update a branch's address, you can choose to update it only in new transactions or update previously created transactions as well.

Print e-Way Bill PDF (Indian Edition)

You can now print or download the e-way bill directly from Zoho Billing for Generated, Canceled, and Expired e-way bills.

Resize Columns

Customize your organization's list pages by resizing the column width according to your needs. To resize a column, hover over the column header to get a resize icon.

Export Workflow Action Logs

You can now export your workflow action logs in CSV or XLS formats. This is helpful to debug failed workflow actions. You can also filter the logs by module, status, and date range.

Bulk Export Invoices as ZIP

You can now bulk export up to 100 invoices as a Zip file for your convenience. This helps in saving time by downloading all the invoices together instead of downloading the invoices separately.

Create Multiple Templates for Customer Statements

You can now create or clone multiple customer statement templates from PDF Templates under Settings.


Our Journey in Numbers

  • Users in 180 + Countries
  • 15 Editions
  • 20 + Languages


What Our Customers Say About Us



What To Expect in 2025

We’re always striving to enhance your billing management experience. Here’s a look at what you can expect from us in 2025:
  • Support more payment gateways - We will be partnering with more regional payment gateways, offering your business enhanced flexibility in collecting payments across multiple countries.
  • New editions - We will be launching new editions of our app tailored for other regions, to serve businesses better in new regions.

Thank you for making Zoho Billing a part of your journey.

We hope you have an amazing and prosperous year ahead.

2025! 




      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • 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

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ








                                ご検討中の方

                                  • Recent Topics

                                  • merge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory

                                    HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .
                                  • How to add categories to community

                                    In my Community, I would like to add several Categories but I don't readily see how this is accomplished. Currently, I have one category in my community with several forums. But I would like to add more categories. Thanks.
                                  • Knowledgeable Image Quality is very poor, any recommendations how to improve this?

                                    Hi All, We are looking at migrating our current knowledge base to Zoho so it can be kept in one location. Our current KB utilises a lot of images to try and make it easier for users and less wordy. Unfortunately, when I upload an image within an article,
                                  • Assistance Required: Displaying Dynamic HTML Table in Zoho Creator Dashboard Page

                                    I am currently stuck while creating a custom dashboard page in Zoho Creator. I want to display a designed HTML table showing Teacher Registration data with this condition: If Total Allowed Leaves < 10, display those teachers in the table. Page Scripts
                                  • Visibility of Custom Questions in the Question Pool

                                    A colleague is adding our own questions in the question pool for our Employee Engagement survey, but I can't see the questions she has entered, even after refreshing the webpage. Are the custom questions in the question pool only visible to the one who
                                  • campaigns contact lists not exporting

                                    I'm trying to export a specific lead source from my contract list in 'campaigns'. Every time I have to do this the contacts won't export. I have done a search and selected the specific contacts I want to export. The box appears to choose the file type,
                                  • Recipient Field on replies doesn't update with Contact change

                                    Some emails that come into our system come from an online form and the sender address is a noreply@whateverthedomainis.org So in order to reply to the original sender, we need to update/change the contact for the tickets. However, after we change the
                                  • Multicolumns fields for native forms

                                    It would be nice to be able to create forms with multiple columns. Currently, each field occupies a single column, which makes a fairly complex form seem too long.
                                  • Assign values to hidden fields in native forms

                                    It would be great to be able to assign values (static or dynamic) to hidden fields in a form. Currently, I can only assign a value via the URL. I currently have a form integrated with a webhook, but I don't have a way to send useful form data as parameters,
                                  • Migrating Email Content to a Shared Mailbox Address

                                    I am moving my email to Zoho Mail (currently hosted through GoDaddy). I have created a user (me) and I have also created a "Shared Mailbox" Group (through the admin panel) with an email address I will be using as an organization address. My personal email
                                  • Calendly One-way sync- Beta Access

                                    Hello Community, Many of our Zoho Calendar users have expressed their interests in Zoho Calendar and Calendly integration. We've been tightly working on with Calendly team to provide a two-way sync between Calendly and Zoho Calendar. However, there have
                                  • Live webinar: Mastering financial presentations with Zoho Show

                                    Hey there finance professionals! We know many of you are currently knee-deep in report creation mode to wrap up the fiscal year for your organization. Creating a presentation to communicate essential financial data isn’t simple, with all the calculations,
                                  • Zoho Desk Android app update: Accessing the guided conversation bots in the IM module

                                    Hello everyone! In the latest version(v2.9.8) of the Zoho Desk Android app update, we have brought in support for Guided conversation bots within the IM Module. These bots use predefined conversation flows to automate initial responses, handle routine
                                  • Zoho Analytics Embed - Zoomed Right In?

                                    Hey all, I am using the Zoho Show app on an android TV and cannot figure out why, but the Zoho Analytics embed is zoomed right in. When I preview on my laptop it looks fine, when I go in and edit the code, it looks zoomed? Then when it displays on the
                                  • Assistance with Image File Upload in Zoho Creator

                                    Hi , I'm building an application for storyboard creation using Zoho Creator, integrating Gemini AI for automated image generation. In the "Generate Frame" form, user inputs are collected to construct image prompts. Current Workflow: On Validation (Form
                                  • Migrating all email accounts from cpanel shared hosting and email boxes to zoho

                                    I have already read previous articles posted on this forum but none of them suit my needs.So i am currently working for a small company. The company website runs on cPanel shared hosting and the company page is a WordPress website. I recently redesigned
                                  • Domain Change from apkbark.com to apkbark.io – Do I Need to Setup Zoho Mail Again?

                                    I recently migrated my website from the old domain https://apkbark.com to the new domain https://apkbark.io. The Zoho Mail setup was previously configured and working perfectly on the old domain. Now I would like to know: Will my Zoho Mail setup automatically
                                  • How to add different type of revenue under sales ?

                                    How to add different type of revenue under sales ?
                                  • Types of Revenue

                                    i have different types of revenue , I want to see under sales in different categories , while preparing invoice I want to allocated if possible
                                  • Zoho books account recovery

                                    I had submitted a request to restore zohobooks account, but I am yet to get a feedback till now. The email addresses used to access the zohobooks can not access it again. I don't know what went wrong. I need quick attention to this. More details are provided
                                  • Payments calendar for receivables and liabilities by due dates

                                    Hello guys! What method can you recommend for tracking and planning future payments against expected income? We operate on the principle - we expect some income this month, then we look at what expenses are due this month and pay accordingly. I've seen
                                  • Email Search

                                    Has search stopped working for people? Searched on Zoho email content, I get nothing back. Signed out and back in, still same issues
                                  • Zoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience

                                    Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that you
                                  • how i can update client_secret or refresh_token in case if my was stolen?

                                    i want to know how i can protect my data on this case
                                  • [Webinar] CoCreator – Generative AI-Assisted Application Development in Zoho Creator

                                    Hello Creators! The Zoho Developer Community is hosting a webinar on CoCreator – Generative AI-Assisted Application Development to showcase our latest AI capabilities. What's this about? It's all about our latest AI capabilities in Zoho Creator. Instead
                                  • custom fields not populating from deluge script into invoice

                                    Hello, I've created some Deluge script that is meant to take a few inputted invoice custom fields and calculate a few others. I can see when I execute the function that my inputted custom fields are being passed, yet im still ending up with all "null"
                                  • Using English But Dropdowns in Thai

                                    We have selected English in Settings but all of the dropdown boxes are in Thai. How do i change this? The organization is based in Thailand and we are using the THB as our currency, but need the dropdowns to be in English. Please help! 🙏
                                  • Introducing Import Contract API

                                    We are excited to introduce the Import Contract API in Zoho Contracts. Here's a brief overview: Import Contract API The Import Contract API allows you to import contracts directly into Zoho Contracts in any of the following states: Draft Signed Active
                                  • Cambio de Plane

                                    Tenia un plan gratuito, hice una actualización a un plan de pago, salí por completo y entre nuevamente, pero no me deja corregir, pagar o modificar las facturas que había realizado en el modo de prueba. Me da el siguiente error: Factura de proveedor se
                                  • Better integration between Zoho CRM and Zoho Bookings

                                    I've noticed that when a meeting which was created in Zoho Bookings is updated by a sales person in Zoho CRM, the change is not reflected back into Zoho Bookings. I have raised this with support who advised that meetings created in Bookings need to be
                                  • Why is there a limit to JSONString of less 100 characters

                                    having this problem.
                                  • Enhanced crash reporting in Zoho Apptics

                                    All app crashes have the same sad ending: The app dies while the user still wants to use it. But the reason behind each crash? They vary every time. Identifying the root cause and fixing it is already hard work for your dev team. What makes it harder?
                                  • Description column in the "all expenses" overview page?

                                    Hi! I'm new to Zoho Books and accounting. I'm surprised there doesn't seem to have a proper "description" field for the expenses, only "notes", and that I can't have such a description visible on the overview page. So that I can quickly visualize my expenses...
                                  • Only Default Administrator Profile can Convert Estimates Zoho Finance

                                    In Zoho Finance Only the Default Administrator Profile can convert the Estimates A different Profile with the Admin level permission cannot convert the Estimate of someone else to a Sales Order, Only and only the default Administrator Profile Why is that
                                  • Zoho Notebook suddenly running very slow on long notes

                                    I have been a longtime user of Zoho Notebook. Historically, it has run quite well, but I've noticed over the last few days that it has begun to run unbearably slow when typing in large notes, to the point where I can type four words and have to wait for
                                  • Is there a way to pass the source of the chat from SalesIQ to the CRM lead creation?

                                    Currently when I update the values of the visitor and the lead is automatically generated in the CRM it says that the lead source is Chat, but in reality it was from either Facebook, Instagram or WhatsApp. Is there a way to make sure that the correct
                                  • Imported tasks

                                    Good afternoon, I have recently setup a test instance of Zoho CRM and am currently working through a data migration from Hubspot usine the API migration tool. I needed to get a feel for how seamless this process was but I am running into an issue. It
                                  • Assigning Leads to Queues

                                    Do you support Queues as Lead Owner? This is a basic function in any CRM. Assign Lead to a Queue group where any member can take ownership by him self.
                                  • Migration of emails from Yandex to Zoho

                                    I am trying to migrate an yandex mail account to zoho mail account. I am confused with all the related articles/informations in the net. Could someone please outline the process to do it, just thinking about me as a novice with limited knowledge or experience. A couple of questions from the knowledge gained. 1. I believe we have to delete the yandex current MX from the website records and add Zoho MX. What happens to the emails as we remove the mail exchange record. Yandex stops updating emails and
                                  • Celebrating 200 posts of Kaizen! Share your ideas for the milestone post

                                    Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs
                                  • Next Page