What's New in Zoho Billing - February 2024

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 and Addons


You can now create one-time invoices with plans and addons.

Here are a few potential uses for this feature:

- This is particularly useful when you want to sell a plan to your one-time customers, without impacting your churn reports.

- If your customer wants you to make changes to their existing subscriptions for a single billing cycle, you can void the auto-generated invoice for the cycle and create a new one-time invoice with the required plans and addons.

- If you import a backdated subscription without the associated invoices, you can create backdated one-time invoices with the associated plans and addons to maintain your transaction records.


Unique Customer Numbers (Germany)

Eliminate confusion caused by multiple customers with the same name. Now, you can associate a unique number to your customers, which reduces the risk of errors while managing transactions.

Once enabled, you can configure how to auto-generate customer numbers. If you have existing custom fields for tracking customer numbers, you can migrate them to the new Customer Number field and auto-generate numbers for new customers.


Create Subscriptions From Quotes


Craft personalized quotes with custom pricing for plans and addons, 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 Details page or the Quotes list page.


(From the Customers module)


(From the Quotes module)

Note: You can select only one plan for the quote. Once a plan is selected, you can add the required addons.

Apple Pay via Stripe

Enhance your customers' payment options by enabling Apple Pay via the Stripe integration. View supported regions.


Aging Summary in Customer Statement

We have supported adding Aging Summary in the Customer Statement. This also helps you view the outstanding payments for a particular customer with ease, instead of generating the Aging Summary report.  

To enable Aging Summary in Customer Statement:

  • Navigate to Settings > PDF Templates > Customer Statement > Transaction Details.

  • Enable Aging Summary under the Document Details section.


You can visit our What's New Timeline to view a list of all our previous updates.

We'd love to hear what you think about these features in the comments below. If you require any assistance, please write to our dedicated partner support team at support@zohobilling.com – we'd be happy to help!


    • 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
    • Recent Topics

    • HOW TO VIEW INDIVIDUAL COST OF NEWLY PURCHASED GOODS AFTER ALLOCATING LANDED COSTS

      Hello, I have been able to allocate landed costs to the purchase cost of the new products. however, what i need to see now is the actual cost price (original cost plus landed cost), of only my newly purchased products to enable me set a selling price
    • Client Script: $Client.refresh({ triggerOnLoad: true }); not triggering onLoad Client Scripts

      Hey friends! I'm trying to store a temporary var, refresh the page for the user, then check that temporary var and do some actions. Theoretically using the title's code: $Client.refresh({ triggerOnLoad: true }); should refresh the page and trigger on
    • Calculate months and years between 2 dates on subform

      I am looking for a function syntax for an employment candidate to calculate the number of years and months (decimal format. eg 1.2 years) they are employed. I have their start date entered, but if the end date is blank, that tells me they are still employed
    • Combine related grouping values into categories in CRM analytical components

      Hello everyone, Analyzing large datasets can be challenging when dealing with numerous individual data points. It's often difficult to extract meaningful insights when information is scattered and ungrouped. To address this, we're adding options to create
    • How Kiosk Studio can simplify sales for bank employees | Kiosk Studio Session #4

      Hello everyone, Banks can boost revenue by cross-selling to their current customers. For example, they can sell credit cards, personal loans, and more to existing account holders. To do this, bank employees move all around the CRM, open and close records,
    • Tip #19 - Create checkbox tracker in your spreadsheet

      Hello Sheet users! We are here with yet another tip to help you get the most out of Zoho Sheet. Spreadsheets can be used to handle a variety of tasks, but ever tried using checkboxes to track the progress of your action items dynamically? Here's a sample
    • Integrate Oracle with ZOHO CRM

                           Please let me know if its possible to Integrate Oracle with ZOHO CRM. If yes then help me in doing it. 
    • UUIDs

      Has anyone coded a Universal Unique Identifier (UUID) generator in Deluge?
    • Introducing signer groups: Streamline signature collection and make it even faster

      Hello everyone, We're excited to introduce signer groups, a feature designed to make your signing process quicker, more efficient, and collaborative. With signer groups, you can send an envelope to a group of people, and any member of the group can open
    • Calendar - Recurring Event - End of Month and Last Weekday of Month

      How do I set a calendar event to recur on the last day of every month? How do I set a calendar event to recur on the last weekday of the month?
    • Duplicate Zoho Invoices and Sales Receipts

      We have been running into an issue where upon saving an invoice or a sales receipt, we get a duplicate: same information saved twice but with a different invoice id/number and sales receipt id/number. I have logged a ticket but so far no response. It
    • Introducing revamped Zoho Creator Developer Console—a powerful platform for developing and distributing apps

      Hello everyone! We're thrilled to announce the launch of the revamped Zoho Creator Developer Console—a dedicated platform designed specifically for Creator developers and Partners to build, test, and distribute apps to your clients. Developer Console
    • Phone App of CRM doesn't find contacts

      I open the crm to and do a contact search but nothing comes up. If I do a full zia search it will find an old note that is attached to a contact and I can open the contact. BUT I still can't enter notes of calls, set appointments, etc. It requests I go
    • [Product Update] Deprecation of 'Inbound Transport Details' module in Zoho Analytics - Amazon Seller Central integration

      Dear Customers, Please be informed that the Amazon Seller Central will be deprecating the 'Inbound Transport Details' module APIs effective December 20, 2024. As a result, this module will no longer be supported in the Amazon Seller Central - Zoho Analytics
    • Is there any support for Drivers license and other forms of ID scanning capabilities?

      When scanning a drivers license barcode for data input to a Form, the scanning tool receives all the raw data but there doesnt seem to be a function to limit or remove the unnecessary fragmrnts, like a prefix. Is there any support or info in the help
    • Exciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!

      We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each under
    • Gravity Forms plugin not passing some fields

      I use the gravity form zoho plugin to push data from my lead form into my lead page in Zoho CRM. Everything was working file for about 6 months. Suddenly on Oct 1st, some of the fields are no longer getting passed to Zoho. The fields with the problem
    • Can't delete bank transactions (i changed from 14 days trail to free just now)

      Hi, I manually added one bank transaction When i try to delete it, it say below: What should I do?
    • Feature Request: Search in the PC client. Some thoughts about the search.

      Hi all. I'm really excited to start using Zoho Notebook, but I'm missing some of the search capabilities on my desktop. There are also some thoughts on improving search in general. Search is very important to me, without it it is difficult for me to use
    • Leave Policy for Brazil

      Hi, Brazil asked us to configure Zoho People to apply the following policy: · To block starting vacations 2 business days before holidays or weekends; Employees cannot start their vacations 2 days before holidays or weekends. Example: If December 25th
    • Adding date field to each individual Items when creating Invoices?

      When adding items into an invoice I need to be able to have a date for each item. Example below: Date Item Description Qty Rate Discount(%) Tax Amount 31/07/13 Brown Sugar Performance 1.00 3,000.00 0.00 10% $3300 Is this possible or will it be in the
    • Auto-Create OneDrive Folder Structure Upon Lead Creation

      Hello, New to Zoho and looking for help on a critical process automation I'm looking to implement. My company currently utilizes OneDrive for file management and the folder structure is Proposals -> Client Name -> Address (where I need to initially create
    • Profile Page View Customization

      I need to change the fields, sections from the profile view of an emplyoyee.
    • What do the Image Sizes mean in Zoho CRM Email Templates?

      Below you can see the image options in email templates: Banner, Fit, Small, Medium, Original, Custom. Can someone from Zoho please share with me: What each is/means? How each will look on desktop AND mobile? How to edit "custom"?  If I choose "Custom"
    • Translate any published presentation to the language of your choice

      As part of our constant effort to enrich your presentation experience, Zoho Show has rolled out a new feature for translating published presentations. Consider the following scenario: Zylker IT services, a multinational corporation, has announced product
    • Blueprint: multi-select lookup field not available in the criteria option

      I read this old forum post which stated that multi-select lookup fields are now selectable as an option in a Blueprint transition configuration: https://help.zoho.com/portal/en/community/topic/blueprint-multi-select-lookup-field-not-available-within-blueprint-transition
    • Apply Credit Note Automatically

      We need the ability to apply open Credit Notes toward invoices generated by recurring invoice as the first, priority payment. This should be an option that we can enable/disable in the recurring profile and/or the Credit Note. Other invoicing systems can do this. I'm not sure why Zoho Invoice doesn't have it. Here's an example for a Recurring Invoice... If a customer has open Credit Notes, and a saved credit card set for auto-pay, once an invoice goes out, the credit balance gets automatically applied
    • Workflow for "Expenses" module?

      Hi there, over the last 2 years, Zoho Expense has seen tremendous growth and we are happy with it. But, sometimes it is frustrating to see things are being implemented halfheartedly, or so it seems. For example, There is the possibility to create workflows
    • Record Template - Conditionally printing sections

      Is there a way to conditionally print a section of a Record Template? More specifically I am printing records from a Form "Invoice". That Form has 3 SubForms. I'd like to print the content of those SubForms using a Record Template but only if they have at least one line item. If they have no line items, I'd like to hide the headers for that section on the printout.
    • User can choose the PDF report

      Hi. I would like to find out if a user (Creator or customer portal) to choose from the different PDF customised reports that have been built?
    • Query table pull last 12 months

      I am tying to pull the following criteria and the date is always what causes me the issue. I want to pull people (pco_id) who have entries of "event_id" being these 2 events and whos "kind" is Regular or Guest and where the event_starts_at (date column)
    • PLEASE FIX Search options and consider a Global seach option

      A recent update has removed the ability to search for addresses and phone numbers under contacts. We cannot find where this moved to (If it is still available). Please put these options back as we cannot locate specific projects anymore. Also please consider allowing for a Global search. This would really improve the search engine. For example: If I search for "Sally Jones" then all invoices , estimates, vendors etc.. would populate.. Please let me know if you need any more information. Thank You....
    • Customize your calendar based on personal preferences

      Greetings, We're happy to introduce a few new capabilities to the Activities module's Calendar View! Now you can tailor your calendar's appearance and notification settings to suit your needs. In the past, the Calendar View lacked customization options
    • BUG ALERT: Client Script + Commands -> $Page contextual data is not updated

      When using the new Client Script Commands feature, there is an issue with the Client Script $Page contextual data not accurately being updated each time a Command is run. Assuming a Client Script Command called "Client Script Command Bug" with the following
    • Show iFrame of related List inside of Blueprint Transition

      Hey, is it possible to show an iFrame of a related list like this inside of a Blueprint transition?
    • Lookup Fields not Converting

      I manage holiday properties. I have a lookup to the Accounts (Properties) in the Leads module. The lookup is connected to the property address field. When I convert it the lookup field does not update in Deals, although the property address does. There
    • 2024: A Year of Transformation with Zoho Forms

      As we close the curtain on another exciting year, it’s time to reflect on the strides Zoho Forms has taken in 2024. From empowering businesses with advanced tools to simplifying workflows and enhancing user experiences, our updates this year were all
    • Stop selling out of stock Items.

      Hi I have been using Zohobooks for a around 8 month now. I am not involved in selling process but my staff cant stop selling product which they do not hold in stock, this is a big headache for me as physical count never matches what is shown on the books. 
    • Bigin API Token Request ("invalid_client")

      Hi people, I tried to connect to the API without success, I've read all of the documentation multiple time and tried just about everything. I tried to do it with Python Request module and with Postman, passing the information through both the URL parameter
    • Customer Happiness not clickable when using API

      Is there a way to automatically add the Customer Feedback links when generating email drafts via the API? Currently, the feedback links are only added when generating an email draft using the UI. I tried using the endpoint described in https://desk.zoho.com/DeskAPIDocument#CustomerFeedback#CustomerFeedback_Getthecustomerfeedbackplaceholderlink
    • Next Page