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

• Add "Fetch Composite Item" Action for Inventory

  I want to make a Flow that uses information returned in the GET call for Composite Items, and it's not currently available in Zoho Flow. Please consider adding this functionality.

• Inactive Items - Make Less Prominent by Default

  Currently, when one marks an Item as "Inactive", it really doesn't do much of anything to hide it or get it out of the way. Search and reporting within Finance should, by default, hide inactive Items from standard reports, searches, etc. If one specifically

• This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

  I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

• Can no longer export as pdf

  In NOTEBOOK I am no longer able to export notes to pdfs as I used to be able to. When I hit that command it asks where I want to send it, but no matter what I chose there is no pdf attachment that shows up in order to send. Nothing happens.

• Emails are going to notification folder and not in inbox

  emails are going to notification folder and not into inbox

• How can I prevent the Zoho Vault extension from automatically logging me out?

  Hi, I want the Zoho Vault Chrome extension to never log out. How can I do this? It only allows me to log out for 1 week, and the same applies to the Android app.

• Zoho CRM App - Links

  Hi  Is there are plan for making Custom Links available in the Zoho CRM Android App? I can't see them being added? Thanks Gene

• Templates

  Trying to sort out / get rid of unwanted invoice templates, the error msgs are not at all helpful. Surely it's easy to amend the error msg by including a list of the names of the customers / vendors that use it, denying deletion or making it inactive

• Contacts limit in basic vs standard - what counts? Are customers contacts?

  I’ve been using books for a number years for my small business. I only ever work with 20 clients at any given time. I do purchase services from a number of vendors to run my business, so there are some comtacts there too. I used to use the basic package,

• Finding missing records

  I have a challenge and I am not really sure where to start with it. I can't find any similar threads on here, can anyone help: I have two forms, FormA and FormB. Both forms have records that contain a field called Job_Number. What I am trying to achieve

• 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

• Addin Support in Zoho Sheet

  Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?

• Prevent Unapproved Quotes from Exporting to Zoho CRM Finance Module

  Is it possible to prevent unapproved quotes in Zoho Books from being exported from Zoho Finance module inside Zoho CRM?

• ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

  Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 

• Updates for Zoho Campaigns: Merge tag, footer, and autoresponder migration

  Hello everyone, We'd like to inform you of some upcoming changes with regard to Zoho Campaigns. We understand that change can be difficult, but we're dedicated to ensuring a smooth transition while keeping you all informed and engaged throughout the process.

• Process between CRM and Campaigns to ensure double opt-in contacts?

  I would like to ask for a few clarifications to ensure we fully comply with best practices and legal requirements: According to the documentation (Zoho Campaigns CRM sync – Default option), the best and recommended way to sync contacts is by using the

• What's New in Zoho Inventory | August – October 2025

  Hello customers, The last quarter has been incredibly productive! We've released a powerful slate of new features and enhancements in Zoho Inventory designed to give you better control, greater efficiency, and expanded functionality across your inventory

• Search not working!

  I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?

• Let's Talk Recruit: Meet Zia, your all-in-one AI assistant (Part-2)

  Welcome back to Let’s Talk Recruit series. In Part 1, we introduced Zia and how AI is reshaping the way recruiters work. This time, we’re taking a closer look at how far Zia has come and how each update continues to simplify your everyday tasks. When

• Zoho Developer - Feature Request Platform

  Zoho Developer is one of the most underatted platform in zoho ecosystem, however, it may just be what zoho needs to welcome more people to use Zoho Services. The more developers you have creating zoho creator applications and zoho extensions the more

• Last/Previous month in relative date filter

  In the relative date filter, what is the difference between "Last 2 months" and "Previous 2 months"? So, if we are on 25-July, then is my understanding correct of the following: Last 2 months :=:      25-May~24 July Previous 2 months :=:     01-May~30-June Thanks.

• Tags get removed from notes on mobile

  I don't know why this keeps happening even after all these app updates but if you log out and log back into the app or you reinstall it, all the tags you assigned to your notes get taken off, but if you go on the desktop version the tags are still there.

• Show Zoom Link in Recipient's Calendar

  We set up meetings within a record, selecting the "Make this an online meeting".  We use Zoom. Most of the recipients go to their calendar (usually Gmail or Outlook, corporate) to join the Zoom meeting, but there is no Zoom link in the calendar. Can this

• How to fetch custom fields for time entries in Zoho Project API v3

  In the previous Zoho Projects REST API, we were able to retrieve custom field details for time entries, including picklist options, using the endpoint: GET /restapi/portal/[PORTAL_ID]/timesheetcustomfields In the new Zoho Projects API v3, we tried using

• VAT rates - exempt and out of scope

  Good Evening, UK based company here. I am a bit confused in respect of setting up VAT rates for exempt goods and services; at present I am simply leaving the VAT rate blank in the transactions in order to prevent any VAT appearing in the VAT return. When

• Zoho is blocking emails I subscribe to from one sender

  About 4 months ago I stopped receiving newsletters that I subscribe to from @thedispatch.com. They tell me that zoho's server is blocking them. I've added them to my contacts list, but they're not even reaching my inbox. I don't know how to troubleshoot

• Introducing Lead Capture: Empower exhibitors to capture leads effortlessly

  Events provide a great opportunity for exhibitors to generate awareness and engage with potential customers. Efficiently distributing attendee information to exhibitors through a seamless and secure way is of paramount importance. Introducing Lead Capture

• Work Order Creation Issue

  Dear Team, I would like to inquire about the daily limit for Work Order creation in Zoho FSM. Yesterday (02/05/2025) at around 6:30 PM GST, I attempted to create a Work Order, but I have been unable to do so since then. Please find the attached image

• 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

• URGENT: ChatGPT Extension Failing With “gpt-3 Access Error” (Priority Support)

  Appreciate support reviewing this urgently. I am a Priority Support member and need immediate clarification on a recurring issue involving the ChatGPT extensions inside Zoho Desk. Both extensions — including the version created and published by Zoho —

• Server error when trying to Data > Sort > Custom Sort

  Been using Data > Sort > Custom Sort for a while, now it has suddenly stopped working. When selecting the same data range and trying to execute, I get "Sorry! There was a problem saving your last edit. Please try again."

• Zoho Desk iOS update: Custom buttons, follow/ unfollow option on tickets

  Hello everyone! In the most recent Zoho Desk iOS app update, we have brought in support to access the custom buttons configured on web app(desk.zoho.com). Using custom buttons you can seamlessly execute predefined actions directly from their mobile devices,

• Zoho pdf suit

  Pl. design products with following feature: 1. Please add all features given in Ilovepdf website to work on pdf files. It is mandatory to use pdf in court work. 2. Courts have prescribed New Times Roman, pl. add this font as well 3. Indexing, signature

• Zoho Not Working

  Today Zoho not wokring

• Dynamically autofill fields with URL parameters

  I have a zoho form embedded in my organization's WP website. Our users find their account with a search tool, and then can select to open this page with the embedded form. The URL of the page holds the parameter that I need, but I cannot figure out how

• User Automation: User based workflow rules & webhooks

  User management is an undeniable part of project management and requires adequate monitoring. As teams grow and projects multiply, manual coordination for updating users & permissions becomes difficult and can give way to errors. User automation in Zoho

• Integrate Projects for Desk KB article release tasks

  Could you please look into the possibility of integrating project tasks for Zoho Desk article release processes? We are looking for an internal integration between Zoho Projects and Zoho Desk's KB article drafting, reviewing and releasing tasks. We could

• Issue in Annual Leave

  We created a policy to credit 21 days at the Start of the Year An employee has taken 16 days of leaves thought the year, so we expect to see 5 Leaves remaining right? But Zoho People is Showing 12 Days of Leave Balance Available If we check the Leave

• Use the searchBy parameter to find user by email address

  I'm trying to find a user is Zoho Desk via the Api. In the documentation I see that there is the possibility to add a searchBy parameter in the request. But I can't find how the search values should be formatted. I've tried multiple things and get either

• Zoho CRM Community Digest - September 2025 | Part 2

  Hello Everyone! Mid-September vibes: fresh tips, smart hacks, and practical Zoho CRM updates all in one place. Let’s dive in. Product Updates: The All-New Address Field! The new Address field type makes it easier to capture complete addresses in one structured

• Next Page