Collections Management: #5 Convenience on Offer, using Self-Checkout

"Is this the right page? Oh, now, it wants my address again. Why am I being redirected?" These were the exact thoughts running through Karan's mind as he tried to subscribe to an application he genuinely liked.

He clicked "Buy Now", expecting a quick payment.

Instead, he moved through confirmation screens, personal fields, billing sections and multi-step redirects. Somewhere between step four and five, his excitement quietly faded into frustration.

Checkout friction isn't loud; it doesn't crash or error out, but it silently kills the conversion. Most people walk away at the final step or a step before, which in turn results in a loss of revenue for the business they were supposed to earn.

Zoho Billing solves this by transforming the checkout experience into something clean, modern, measurable and more customer-friendly. Zoho Billing ensures smooth signups, fewer drop-offs and a checkout process that feels as simple as the product being purchased.

Self-Checkout in Zoho Billing 

Studies find that customers nowadays expect two things from the checkout: clarity and speed. Zoho Billing supports this by offering flexibility in defining how the hosted page would look.

Multi-Page Checkout 

Multi-page checkout is perfect for businesses that need to collect more customer information or provide step-by-step guidance. Rather than overwhelming customers with a long form, Zoho Billing breaks the journey into logical, digestible steps.

Here's how it's powered:

User Verification: 

Multi-page checkout supports OTP based email. This ensures a secure checkout experience and reduces junk or fake purchase attempts. Zoho Billing also supports pre-filling existing customer data during checkout when user verification is enabled.

By pre-filling the customer data, it literally skips one step in the process, allowing a quick checkout. Pre-filling customer information is also powered by Google, so customers can fetch their details that are already saved with Google during checkout.

Suppose customers need to modify the existing information. In that case, Zoho Billing allows them to edit their Name, Contact number, Billing Address, and other custom fields in place by enabling a simple setting. If the address-switching option is enabled, the customer can choose a saved address before subscribing. So, no more manual entry of existing information again and no more duplicate records being pushed to the system.

Detailed Plan & Addon Pages 

Multi-page checkout clearly separates Plan details, addon selection, and customizable options into the Order Summary. Before customers proceed, Zoho Billing presents a transparent pricing summary that includes recurring subscription charges, setup or activation fee, add-on pricing, frequency, and total.

This helps businesses with multiple tiers, usage components or additional purchasable features to show what is being offered without confusion.

Addon Selection with Control 

Multi-page checkout provides an intuitive add-on selection step where customers can select an optional add-on, adjust its quantity, and follow the add-on's minimum and maximum quantity restrictions. This flexibility ensures customers tailor their subscription correctly while preventing configuration errors.  

Payment Method Section 

While Zoho Billing supports various payment modes like cards, UPI, net banking, wallet, ACH and PayPal, the payment screen is intentionally kept clean, minimal and easy to choose in the Payment information section.

The entire purchase process is set up as a sequence with a logical order to reduce checkout delays.

Skip Payment Information for Trial Subscription 

If a subscription begins with a free trial, Zoho Billing can automatically skip the payment step, allowing customers to activate the trial instantly. Customers can be notified during trial expiry to update their payment information. This is convenience at its best, and this can significantly improve trial signups.

Single Page Checkout 

For many subscriptions and digital purchases, customers prefer speed. Single-page checkout compresses everything into a single streamlined screen, allowing customers to review the plan, enter their personal details, and complete the payment. All in one place or on one screen.

This is specifically designed for high-volume purchases, mobile users, simple subscription plans, and customers who want to pay instantly.

Taking Checkout to the Next Level 

Meta Pixel Support 

Zoho Billing now supports Meta Pixel for multi-page checkout templates, in addition to Google Analytics.

This opens the door for advanced customer tracking. One can track,

• Customer behaviour insights at each checkout step.

• Better ad-to-purchase attribution.

• Target customers who dropped off.

• Understanding campaigns' ROI with more precision.

 For subscription businesses, this is a massive step towards a tighter marketing performance loop.

Check out using QR Code 

Hosted pages can now be shared via QR Code, along with the existing link, buttons and iframe option. 

The QR code can be downloaded and embedded in websites, brochures, packages, posters, and even event venues. A simple scan takes the customers directly to the checkout, which is perfect for businesses that attract customers virtually and through events.

Abandoned Cart Tracking 

Zoho Billing records customers who begin checkout but don't complete the purchase. Businesses can track,

• Where customers drop off

• How far they progress

• Which step causes the friction?

• How often does this happen?

These insights help teams refine the flow or craft re-engagement strategies. Even a 5-10% recovery can significantly boost MRR.

Clear Purchase Acknowledgements 

Once the customer completes payment or activates their subscription, Zoho Billing leads them to a fully customizable Thank You page. It provides a clear summary of what they purchased, including the amount charged, subscription plan details, the next billing date, and the purchase acknowledgement. This reduces post-purchase confusion, builds trust and completes the checkout journey with clarity.  

Convenience implies Growth 

Modern customers reward convenience. They expect a payment flow that feels intuitive, fast and secure. Zoho Billing brings that convenience by offering it more flexibly. Businesses can choose between simple or multi-page checkouts, customise the page with the data they require, enable smarter tracking of customer behaviour, and, on top of it all, enjoy quick and secure payment processing.

The result is a checkout experience that is not just functional but predictable, automated, friendly and scalable. 

Up Next: Value Addition on Reactivation

• Topic Participants

• Hari Hara Sudhan. S

  

• 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

• Webhook not firing.

  I created a webhook using the Web UI, it looks very nice and the testing worked without an issue, but when i save/ update a ticket, the webhook is not firing. Here are the details of the web-hook i get from using the API "modifiedTime": "2019-10-22T09:23:37.380Z",

• Adding Images to a Quote in Zoho CRM

  We are currently preparing to use Quotes in Zoho CRM and we are building out our Quote templates.  We came across an issue of not being to add Images of the products to the Quote - specifically in the body of the Quote templates.   This is a problem,

• Applications built with Zoho Creator

  Hi, I’m really interested in seeing how others have built their application using Zoho Creator, especially those designed for external users (clients, vendors, or the public). If you’ve developed something along those lines and don’t mind sharing, I’d

• Is it posssible to add Asap Widget on Wordpress?

  I have tried to add the ASAP widget so users could iniciate chats and see the KB information but nothings seems to work. I have tried to add the script using a php snippet that adds the to the footers and also tried one for the header in the functio

• Require ticket resolution

  Hi Zoho team, Is there a way to require resolution even if an agent did not use a blueprint? for example, our blueprint has a "resolve" transition but what if agent revoked blueprint and manually set the status of ticket to closed? Is there a way where

• Tables from ZohoSheets remove images when updated from source

  I have a few tables from a ZohoSheet in a ZohoWriter document that will remove the images in the cells when I refresh from the source. The source still has the images in the table when I go to refresh. After updating from the source, as you can see the

• API Pagination Error: 'from' Parameter Limit

  Hello, I am encountering an error while paging through the Zoho Desk API results: Status code: 422 - {"errorCode":"UNPROCESSABLE_ENTITY","message":"The value passed for field 'from' exceeds the range of '0-4999'."} Is 5000 the maximum number of records

• How to go to the next open ticket in the queue when agents closes ticket

  Zoho Desk When agent closes a ticket - eg when they choose 'Send and Close" - where is the setting that automatically redirects them to the next open ticket in the queue?

• CRM verify details pop-up

  Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make it

• Custom templates for calendar report

  What about being able to design custom templates for the calendar report, as well as for other types of reports? I think more users are waiting for this.

• Print a price list or price book

  Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more

• Disable payment thank-you emails

  Hello, can someone please tell me how to disable sending of the "Payment Thank-You" emails? 

• Maximum tags possible in Contacts Records

  I read in some documentation that Zoho allows a total of 200 tags across all records. Is this correct? So is it not possible to have one tag per record for 500 records?

• Any way to "Pay with Check" or "Refund with Check" for Credit Notes?

  When we have a Bill in Zoho Books, we can select the "Pay with Check" option which then allows us to print/cut the check directly out of Zoho Books. When we created a Credit Note and want to refund the customer, is there any way to Refund with Check,

• CRM Mobile reports

  When our engineers finish a job they like to email the customer a job report. This is best done todate as an email template but we can find no way to include an image field from that module. Is there any other options?

• When Zoho Tables Beta will be open to EU data center

  Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!

• Start Form on a different page (i.e., hide form pages)?

  I have a Zoho form that uses the `Field Alias - Prefill URL` feature. My goal is to have a pre-filled field that directs the user to a specific starting page in the form. For example: The URL will have a field alias that will auto-populate a field with

• How can we disable "My Requests"?

  We are not using this functionality in our system at all and our users get confused.

• PayPal payment received recording problem

  Hi, A little while back one of our customers used the PayPal payment option to pay an invoice For some reason though the payment is showing up twice within the Payments section of the invoice! Instead of setting the invoice value to ZERO, it now shows a negative value Anyone else face this problem? I've checked PayPal and there is only 1 payment in reality... A bug? Actonia ps: for anyone from Zoho Customer Service or tech team,  its Invoice 785 in our account

• server response: 451.4.7.1

  Good day.  Some email clients of our domain receive an error about sending and receiving letters. while for the rest everything works fine. access to the mail made by pop protocol. Bless the mistakes: "server response: 451.4.7.1 System error". 

• string(87) "{"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} " grtting this error

  Using access token i am trying to add sales orders through api but it is throwing errors like the above i have mentioned. Please help me for that

• How to mute chat notification sound by default in Zoho SalesIQ?

  We’ve recently embedded the Zoho SalesIQ chatbot on our website, and we’ve noticed that notification sounds sometimes play even when the visitor hasn’t interacted with the chat widget yet. We’re trying to understand two things: Why do these sounds occur

• Kanban View for Projects.

  At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.

• How to Hide Article Links in SalesIQ Answer Bot Responses

  I have published an article in SalesIQ, and the Answer Bot is fetching the data and responding correctly. However, it is also displaying the article link, which I don’t want. How can I remove the link so that only the message is shown?

• Add RECURRING option when adding email to calendar events

  When you add an email to a calendar event, there is no option to make that new calendar event into a recurring event.  It is counterproductive to make an event from your email to then have to go to your calendar, find the event, and make it recurring. 

• LINE Auto Message Connect to Zoho

  When I integrated LINE into the CRM, I was prompted to disable “Chat,” “Auto Response,” and “Greeting Messages,” and to enable the webhook. However, since I have already set up some auto-reply features in LINE, including Rich Messages and greeting automation,

• Option to block bookings from specific email address or ip adresss in zoho booking

  Sometime few of our client keep booking irrelevant booking service just to resolve their queries and they keep booking it again and again whenever they have queries. Currently its disturbing our current communication process and hierarchy which we have

• Threaded conversations for emails sent via automation

  Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages during

• Create folder is fetch fails

  coming from zapier... zapier has a google drive task that searches for a specific folder in google drive, and if it fails to find the folder it will create a folder based on the search criteria, and contine along the singluar path of the flow. Trying

• Meetups de Usuarios de Zoho - Noviembre 2025

  ¡Hola, Comunidad! Durante el mes de noviembre celebraremos los Meetups de usuarios de Zoho, encuentros presenciales pensados para quienes queráis mejorar vuestras estrategias de lead nurturing y aprender a sacar el máximo partido a herramientas como Zoho

• Introducing 8 New Connectors in Zoho DataPrep!

  We’ve just made data management even easier - Zoho DataPrep now supports 8 new external connectors to help you build more robust, scalable ETL pipelines. Why it matters: ✅ Broader data access ✅ More automation, less manual work ✅ Smarter pipelines, better

• Sales Order, Invoice and Payment numbers

  Hi zoho friends, it is me again, the slow learner. I'm wondering if there is a way to have it so the Sales order, invoice and payment numbers are all the same? It would be easier for me if they were the same number so there is not so many reference numbers

• First day of trying FSM in the field.

  What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app

• Zoho Desk app update: AI powered features

  Hello everyone! We’ve introduced various AI-powered services on the Zoho Desk app. Let's take a look at what's new. Generate Content: Generate Content uses AI to formulate responses based on the your query and provides a ready-to-use reply which can be

• How to Automate Email Sequence

  I'm having trouble trying to set up a workflow to automate an email sequence. Once a group of emails in a Task has been tagged by a certain tag, I want an instant email template to be sent. After 7 days with no response, another email template would be

• Turning off the new UI

  Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?

• Zoho Sprints Android v2.0.4 app update: Item reminders, archive Epics, Kanban projects, Epic progress

  Hello everyone! In the latest version(v2.0.4) of the Zoho Sprints Android app update, we have introduced various new features. Let's take a look at what's new! Item Reminder Stay organized and never miss an important date with the all-new Item Reminder

• Credit Management: #3 Setting Credit Limit for Customers

  Think about that one familiar customer of yours who always buys on credit. They usually pay on time, maybe a little late here and there, but not alarming. So, you are fine saying, "Sure, pay later." Then, one day, they place a significantly bigger order

• Adding Reports to Portals

  Is there a way to add Reports to portals so only the user can see report templates relevant to them?

• Update on the client portal URL for Guest users

  We’re updating the way Guest users access their Connect network. As part of this change, all client organization portals used by Guest users will now be accessible through a dedicated domain specific to each data center. The access URLs mentioned here

• Next Page