Hello,
As the saying goes, "Do the hardest job first." We started with the complex subject of finance and revenue management, which is considered the backbone of any business. Now, let's shift our focus and take a deep dive into this Billing Management, which is equally more challenging than revenue management. In short, billing is the practical side of how revenue actually flows.
Any business's main source of revenue lies in its sales. You may hail from any country, but selling a product or service doesn't really work without an invoice or a payment receipt. Billing is not merely a task during sales; it is proof of value exchanged and the starting point of reliable cash flow. In this opening post, we will look into the common methods of billing that prevail.
One-Time Billing
One-time billing is the simplest model. In this model, a single payment is made for a product or a service, and the transaction ends there.
Think of walking into an electronics store, buying a laptop, and paying for it at the counter. You leave the store with your purchase, and the deal is done.
Similarly, A freelance consultant might charge a flat fee for a two-hour training session.
Once the product is sold or a service is delivered, payment is made, and neither side is expected to do anything else.
This model is widely seen across industries. In retail, every checkout is a one-time bill. In hospitality, booking a hotel room for a single night works the same way. You stay, you pay, and the transaction closes. It's quick, clear, and efficient, though it doesn't guarantee steady revenue unless the customer returns for repeated purchases.
Project-Based Billing
Project billing works by linking payments to the milestones or deliverables rather than charging all at once.
A web development company designing a new website might structure the payment in stages: 20% during design, 40% during development and the remaining 40$ upon launch.
Likewise, an IT service form might bill after migrating data, again after testing and finally after deployment.
Industries like construction and engineering rely heavily on this model. A builder might charge after completing the foundation, again after raising the structure, and finally after finishing the interiors. This approach ensures the client pays as value is delivered while the service provider maintains healthy cash flow throughout the project duration.
Expense Billing
Reimbursing the actual cost incurred on behalf of the client is all we do in expense billing.
Imagine a law firm, for instance, adding court filing fees, travel expenses, and documentation charges to its professional fees.
A construction company also shows the client the real cost of cement, steel, or tiles, in addition to labour charges.
Expense billing is also common in industries like consulting or advertising. An ad agency, for example, might charge its service fee separately but pass through the media buying cost directly to the client. This approach keeps things fair and open. Clients know exactly what they are paying for, and businesses avoid absorbing expenses that rightly belong to the project.
Recurring/Subscription Billing
Recurring billing charges customers at a regular interval, such as weekly, monthly, or annually, accounting for continuous access to a product or service.
A Video streaming company charges your card every month, and as long as you keep paying, your streaming access continues without interruption.
But the story changes when you upgrade mid-month to add more screens, downgrade to a cheaper plan, or cancel halfway through your cycle. Should you be charged full price, half, or something in between? That's where things get interesting.
There is no universal rule in subscription billing. A gym membership works differently from a SaaS license, which differs from a magazine subscription. The complexity even lies within the same industry type, as the demand varies from one subscriber to another.
In addition, other entities like trials, addons, pay-per-user, and mid-cycle changes all demand unique billing logic. That's why subscription businesses often rely on an API-driven billing system or a more automated method to manage these complexities dynamically.
Bill beyond boundaries
Each billing model serves a distinct purpose, and businesses are now ready to experiment with different billing methods by blending one-time with subscription-based, project-based with subscription, and so on. Hybrid billing is becoming the order of the day, and businesses should choose the right tool that stays flexible, powerful, and handles complexity.
Zoho Billing is empowered to deliver everything in one place. Whether one-time, project-based, expense-based, or subscription-based, Zoho Billing is the one-stop solution for all your billing requirements. It doesn't stop with just billing; it digests the complex workflow you propose and provides a hands-free solution through its automated billing approach.
Do you agree? Yes?
In the next post, let's examine the biggest challenge in subscription billing: Prorated Billing, which decides how to charge fairly when customers join, upgrade, downgrade, or cancel mid-term.
Stay Tuned!
Recent Topics
search and Smart Bar both missing in Mail
One of the users on my account does not have the search bar at the top right or the Smart Bar at the bottom left of the desktop Mail app. Any ideas how to get those back?
Zoho CRM for Everyone's NextGen UI Gets an Upgrade
Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
Contact custom field in layout
Good day, all, I have an "Extension" custom field in contacts, and would like to display the contact extension in the ticket layout, but I don't seem to be able to. What am I missing? Thanks Rudy
From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View
Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with
Can I execute two 'functions' when completing a mail merge from CRM?
Hi, I have set up a mail merge from CRM Deals to a template. I want a copy of this to be saved in Workdrive, and then a copy also saved back into the deal record from which the merge occurred. I can do both independent of each other, and managed to get
Every rating counts: Shaping customer experience
We are back to that beautiful time of the year. It is the season to reflect, be thankful, and appreciate everything that has happened throughout the year. Thanksgiving is a time we connect with our family, friends, and relatives to strengthen relationships,
Paging through API results. a major gap in your documentation.
There is no way for me. to get all of my data through a single API call. Typically REST APis have mechanisms for paging through API results. But the documentation for the API I am using: https://desk.zoho.com/DeskAPIDocument#Introduction Has no mention
How to remove duplicate contacts
New to automation - please help
Hi there! We are new to automations in Zoho. We built out one automation campaign and it seems to be firing off for some people but others not. Please advise what's the best practice or if anything we should tweak. Thank you so much!
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?
Custom View and Custom Fields on Zoho Books
Hi, I have some custom fields on Estimates and Invoices. I also use Custom Views so I can have a lot of information at a glance. I want to include my custom fields as columns in my custom views of estimates / invoice, but it looks like is not possible.
Zoho Expense - Report Templates
Hi Expense Team, I do a recurring trip once every week which has the same cost: Per diem Milage Toll Payment It would be great if there was a feature which allowed me to clone a previously submitted report or create a template reports. This would save
Cannot Access Subform Display Order in Deluge
As highlighted in this community post, we still have to deal with the significant limitation of not being able to access the user-sorted order of subform rows through Deluge. This creates a major disconnect between the UI capabilities and backend automation,
Zoho Mail iOS app update - RTL languages support and access emails using permalink and universal link, image upload resolution
Hello everyone! In the most recent version of the Zoho Mail iOS app update, we have brought in support for RTL languages(Arabic and Urudu), providing a seamless reading experience with proper text alignment and layout throughout the app. We have also
Dropdown data depends on filters in another field.
In my quote form I have a lookup field called Reseller that pulls from Accounts. I would like it to pull from Accounts, but only those accounts with an account field 'Type' where that is 'Reseller'. Does anyone know a way to do this? Similarly, I'd like
Is it possible to adjust the web browser tab title (when a ZoHo Desk ticket is opened)
Hi All, When I open a ZoHo Desk ticket in a web browser, the tab title (text that appears at the top of the browser tab) uses the logic: *company icon picture* (xxxx) #ticket number - company name See below (highlighted in red) for reference. Company
Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module
Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,
Collections Management: #7 Common Mistakes during Payment Collection
Payment collection may appear straightforward in most cases. Still, as your customer base expands and transaction volume increases, it becomes clear that even small inefficiencies can lead to delayed payments, increased support load, or even revenue loss.
Recruit paid support?
Hi all, Could anyone who has paid support package advise if it provides value for money with regards to support response times? Exploring the idea as unfortunately when we have faced issues with Recruit it has been a 7+ day timescale from reporting to
Unusual activity detected from this IP. Please try again after some time
When i try to create new addresses on my account i am getting this error, it has been 24 hours now and i am still getting this error can anyone help
Read webpage - MSXML2.ServerXMLHTTP
I have the following VBA script, put together from various sources (mainly zoho forum/help/support, so it once worked, I guess): private Sub GetListOfSheets() Dim url As String Dim xmlhttp As Object Dim parameters As String Dim html As String range("B1").value
Sortie de Zoho TABLE ??
Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??
Rename Record Summary PDF in SendMail task
So I've been tasked with renaming a record summary PDF to be sent as part of a sendmail task. Normally I would offer the manual solution, a user exports the PDF and uploads it to a file upload field, however this is not acceptable to the client in this
Limitation with Dynamic Email Attachment Capture
I've discovered a flaw in how Zoho Creator handles email attachments when using the Email-to-Form feature, and I'm hoping the Zoho team can address this in a future update. The Issue According to the official documentation, capturing email attachments
Presenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers
Recruit API search
Hi all, Attempting to call the search api endpoint from Postman using the word element as mentioned in api docs Search Records - APIs | Online Help - Zoho Recruit When making the call to /v2/Candidates/search?word=Saudi receive response of { "code": "MANDATORY_NOT_FOUND",
Text/SMS With Zoho Desk
Hi Guys- Considering using SMS to get faster responses from customers that we are helping. Have a bunch of questions; 1) Which provider is better ClickaTell or Screen Magic. Screen Magic seems easier to setup, but appears to be 2x as expensive for United States. I cannot find the sender id for Clickatell to even complete the configuration. 2) Can customer's reply to text messages? If so are responses linked back to the zoho ticket? If not, how are you handling this, a simple "DO NOT REPLY" as
How to update Multi File upload field
Assume that i have a multi file upload field,how can i update the same field again?
Custom Field in Zoho Projects pulling into Analytics
We have a client that we have built our their new business process using Zoho Projects, and we have build a lot of custom fields with their their Projects where they are capturing specific data points that we want to be able to track and pull data, as
Marketer's Space - Holiday season email marketing tips you should know
Hello Marketers! Welcome back to another post in Marketer's Space! 'Tis the season—that time of the year everyone eagerly anticipates. While most look forward to relaxing, marketers will be super-busy from late November to early January. Mistakes can
Zia Competitor Alerts made easy with Zia's suggestions
Hi everyone, In addition to the existing manually added competitors, Zia will now find your competitors for you - instantly. Earlier, you had to identify competitors through research manually, support tickets, or tradeshows—a time-consuming process that
Depreciated mergeAndStore Function Help!
Hello, I have a function designed to create a PDF containing information from the fields in a Deals record. There is a Writer Mail Merge template in WorkDrive that is populated via Deluge code, and a copy of the resulting PDF is then attached to the record.
Workdrive Oauth2 Token Isn't Refreshing
I have set up oauth for a bunch of zoho apis and have never had a problem with oauth. With workdrive i am using the exact same template i usually use for the other zoho apps and it is not working. All requests will work for the first hour then stops so
Add Custom Field Inside Parts Section
How to Add Custom Field Inside Parts Section in Workorder like Category and Sub- Category
Zoho CRM Community Digest October 2025 | Part 2
Hello Everyone! From new mobile capabilities and smarter integrations to real-world workflow fixes and developer insights, all the highlights from the second half of October is covered right here. Let’s dive in. Product Updates: Zoho CRM Mobile Updates:
CRM Related list table in Zoho analytics
In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.
Understanding Zoho Contracts
Effective contract management relies on systems that are structured, organized, and reliable. Every feature, workflow, rule, and restriction in Zoho Contracts are designed the way they are to ensure consistency, compliance, and control across every stage
Tip of the Week #76– Automate your inbox during vacation in Zoho TeamInbox
When you're on vacation or away from your desk, the last thing you want is for important emails to be missed or left unanswered. The good news is, you can easily set up rules in Zoho TeamInbox to assign incoming messages automatically to a teammate who's
Domain restriction for User Management actions in Zoho One
Greetings, Zoho One Admins! To strengthen account security further and safeguard user management settings, we are imposing domain-based restrictions for user account-focused admin actions in Zoho One. In addition to password reset of user, organization
Zoho Mail iOS app update: Signature
Hello everyone! In the latest version(3.1.7) of the Zoho Mail app update, we have brought in support to create, edit and remove signature within the app. You can create signature from the compose screen as well as from within the Settings module(inside
Next Page