What's New in Zoho Billing - November 2023

What's New in Zoho Billing - November 2023

Hello everyone,

This month's updates add more flexibility to collecting payments, along with improvements to reports and custom fields. Let's dive in!

Add Payment Methods from the Customer Portal

Make the payment process more convenient for your customers by allowing them to add payment methods from the Customer Portal. This way, your customers can add new methods when their existing payment methods are about to expire, thus ensuring a smooth auto-charge experience. To enable this:
  • Navigate to Settings > Customer Portal > General.
  • Enable Allow customers to add payment methods.
Now, your customers will be able to add a new payment method by clicking + Add Payment Method from the Home Screen of their Customer Portal.

Revamped Net Revenue Report


The revamped Net Revenue report gives you more insights about your organization's net revenue. 
  • The newly added Performance Overview section displays how your business is performing in the current month, compared to the previous months.
  • The existing line chart can now also be viewed as a bar chart according to your preference. 
  • You can also view the data from the chart in the breakdown table below the chart.
  • Customize this report with Advanced Filters, such as Country or Customer Name.
  • Compare revenue based on products, plans, countries and dates to get further insights.
  • You can now export this report as XLS and XLSX, along with CSV.

Make Payments Mandatory for Subscription Updates 


You can get more control over subscription updates in the Customer Portal by making payments mandatory. Once enabled, when your customers make changes to their subscriptions, such as upgrading plans or purchasing addons that would require additional payments, they would have to pay first. To enable this:
  • Navigate to Settings > Customer Portal > Subscription Management.
  • Go to the Advanced tab.
  • Mark the Mandate payments for subscription updates option.
Note: The payment method that is used for such payments will be associated to the subscription. Autocharge will be enabled automatically for this subscription, if the updated payment method supports it. 

Prevent Duplicate Values for Custom Fields

There might be scenarios where you might want unique data for certain custom fields, such as user names or license keys. Now, you can make sure that all the values for the custom fields are unique by selecting Yes next to Prevent Duplicate Values while creating or editing a custom field. Once enabled, when a duplicate value is entered for a custom field, an error will be shown, asking you to enter a unique value.

Zoho Notebook Integration


Zoho Notebook is a general purpose online note-taking app, that lets you organize notes and media in one place. You can now integrate with it to take notes, create checklists, upload images and attach documents to Zoho Notebook directly from Zoho Billing. 
To integrate with Zoho Notebook:
  • Navigate to Settings > Integrations > Zoho Apps.
  • Click Install next to Zoho Notebook.
  • Click Install in the popup that appears.
Now, you can add notes from Zoho Billing by clicking the Zoho Notebook icon on the right.

Multi-page Hosted Payment Pages

We have added a multi-page template for the Hosted Payment Pages to simplify your payment collection process. 
  • OTP Verification - You can now mandate your customers to go through OTP verification for their email address. This will help to identify returning customers, ensuring that their payments are processed for the correct customer, instead of creating a duplicate customer. The customer's details, such as their saved payment methods and addresses will also be filled automatically. 
  • Bite-Sized Pages - The checkout process has been split into multiple, neatly categorized steps, instead of all the information in one page.
  • Switch Addresses - If your existing customers have multiple saved addresses, they can switch between them.
Note: You can enable multi-page templates for your organization from Settings > Customization > Hosted Payment Pages. For newly-created organizations, multi-page templates will be the default Hosted Payment Page type.

Hosted Payment Page Enhancements

We have enhanced our Hosted Payment Pages to give you more flexibility in your payment collection process.
  • Show/Hide Zero-Value Items - You can choose to display or hide zero-value plans/addons in the Hosted Payment Pages. 

  • Show/Hide Final Summary Section - Choose to display or hide the Final Summary section in the Order Details section. This is available only for multi-page Hosted Payment Pages.

  • Next Renewal Date Label Customization - Now, you can choose to display the next renewal date for the recurring charges in the Order Details section. You can also customize the label according to your preferences. This is available only for multi-page Hosted Payment Pages.

Marketplace Extensions

Zoho Cliq Extension

The Zoho Cliq extension for Zoho Billing can show you subscription summary reports for your products in a Cliq channel. Once enabled, you will receive daily notifications about your products' performance for the previous day. You will also receive a short summary of your organization's monthly recurring revenue on the first day of each month.

Telr Extension

Note: This extension was developed by Telr.
Telr is a payment gateway provider that helps businesses accept and manage online payments. Telr accepts many popular payment methods, such as Visa, MasterCard, American Express, JCB, UnionPay, MADA, STC pay, URPay, SADAD and many more.

Zoho Connect Extension

The Zoho Connect extension for Zoho Billing allows your business to track details of subscriptions that were cancelled by your customers in Zoho Connect. Once enabled, every time a subscription has been cancelled, details about it will be posted as a comment in a thread on Zoho Connect.


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 support team at support@zohobilling.com – we'd be happy to help!
Best regards,
The Zoho Billing Team

    • 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

    • New Leave Type: Compensatory off

      Hi, there is a new Leave Type: Compensatory off. Can someone tell me how to use it, because it sounds it could work for overtime compensation for our techs. Thanks Andreas

    • Invoice status on write-off is "Paid" - how do I change this to "Written off"

      HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way

    • Create a custom button to modify custom fields in zoho Inventory

      I am needing a script for two buttons, 1. Button will add todays date to a custom field named cf_sent_to_sov 2. Button will mark a checkbox or unmark a checkbox field named cf_parts_ordered I have been trying to figure out deluge but have not got anywhere

    • How to add a record for a different report

      I have one form and it has two reports I need to programmatically add records to both reports For example one report is draft and other is processed After the user performs some action on the draft report I want to create a new report in Processed and

    • Create custom rollup summary fields in Zoho CRM

      Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

    • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

      How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

    • Webhook 'when estimate is refused' is not firing

      Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created

    • Amazon Integration

      Hi, I am seller on Amazon , & I would like to sign up for Zoho books. However my question is can we automate/integrate invoicing, charges and returns in amazon with Zoho using API? Do you have a developer for this? I did take a look at zapier however it just has a create Invoice function nothing else.

    • Link project tasks to tasks in CRM and/or other modules.

      Hello, I have created and configured a project in Zoho Projects with a set of tasks. I would now like to link these tasks (I imagine according to the ID of each one) to actions in the CRM: meetings, tasks, analytics). The aim is to link project tasks

    • Zoho CRM API Credits & Limits for Workflow

      Hi Team, Just wanted to clarify how the API credits work for Zoho CRM and workflows with custom functions. API Credits are based on your subscription and are set at the account level. You can buy additional credits if needed. For Enterprise customers,

    • Count the NUMBER of Contacts for an Account automatically

      Hello. Is there any way Zoho can count the number of CONTACTS for a particular ACCOUNT and have a field in the ACCOUNT module update itself automatically? Currently we use Zoho to administer our language school and the Contacts represent students and Accounts represent Grupos (Classes). It would be very useful for us to have a feature like this enabled, and I can see other similar applications requiring something like this. The solution would be even better if the Contacts met a specified criteria,

    • How to use Twilio to send appointment notification and reminder SMS in Zoho Bookings

      Hit no-shows out of the ballpark by combining Zoho Bookings and SMS providers. SMS notifications help you remind customers of their appointments and reduce no-shows by reaching out where they are. In this guide, we'll configure an SMS provider called

    • geographic search filter in map view

      Hi, I have a recruiting and timesheet system built in Creator. The client wants to enhance the search for candidates based on their location and filter by job skills - currently they look on the Map View which uses the geo location or post code of the

    • Announcement: Upcoming changes to the permission grant flow for OAuth apps

      This announcement is intended for app developers who use the Zoho API console. We're going to implement an important update to the way users grant permission for the OAuth apps created through the API console. What’s changing? Currently, users can grant

    • "Copy Field Values from one Module to another" how to use?

      Hi everyone! I'm sorry if this question was already asked, I didn't find it! So let me explain:  In my Tickets module, we have the custome field "customer type" where we indicate if it's a lead, user, etc... In the Contact module I used the "type" field with exactely the same entries. I would like when in the tickets module an operator choose an option that it automatically update it in the contact module. I found the "Copy Field Values from one Module to another" custom function which seems perfect

    • Add Google Workspace Module to Zoho Flow

      Dear Zoho Flow Team, I hope this message finds you well. We’d like to request the addition of a dedicated Google Workspace module in Zoho Flow. Currently, there are no triggers or actions for Google Workspace, which limits our ability to integrate and

    • How do i remove the Powered by Zoho logo from my careers page

      Can I remove this? ​

    • Totals on Pivot Table

      Is there a way to change the way the subtotal calculates? In this example I have a formula to give me the average monthly attendance ....but I want the grand total of the month to be the sum of all the average attendances...any ideas? Thank you!@

    • Team Inbox is not working AGAIN

      I like Team Inbox in general. It makes using a collaborative inbox easy - when it works. The problem is that it doesn't work at times - and it seems to not work, a lot. It's not catastrophic failure, it's little things. Unable to send messages Unable

    • HOW TO USE ZOHO

      IDK

    • Zoho account sign in with passkey

      Hello, I am trying to sign in using passkey, but the option doesn't show up in the web and is disabled in Oneauth on mobile, saying the admin has restricted the use. On the Admin page in Security MFA I can find no option for passkey. Help would be greatly

    • Pivot table with Text values - "Matrix Report"

      User Story - As a user, I would like the ability to display textual data in a two-way table, matrix format (text datatypes, not numerical datatypes displayed as a dimension) One major feature missing from the Pivot tables in Zoho Analytics is the ability

    • Canvas View in Zoho Recruit

      Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?

    • Can Wisestamp email signature be use with Zoho mail?

      Does a Wisestamp email signature work with Zoho mail?

    • WiseStamp

      WiseStamp is an excellent social media signature tool. It integrated seamlessly into Gmail and Thunderbird, plus a few more. Are there any plans to get this incredible app integrated into Zoho. check it out here: http://www.wisestamp.com/ thanks Tim

    • Power BI connector (Zoho Creator) to Zoho Projects

      How can i connect power bi to Zoho Projects? domain is zoho.com How can i find workspace name, application link name and Report link name?

    • Update your Google connection with Zoho TeamInbox

      Dear all, Wishing you a Happy New Year! Google has recently updated its security policy to enhance user protection, requiring all third-party apps and services to use OAuth authentication and password-less login methods. This update impacts users who

    • Possible to backdate Stage shifts in Deals module?

      I want to enter my organisation's historical dealflow data into the CRM and it's important that the Stage history is showing the correct dates in the past of when it happened. Is there a way for me to modify the "Modified Time" in the Stage History Related

    • Easy way to delete attachments

      I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will

    • Sites Speed and Performance Grades

      I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,

    • Integrating Quotes with leads Information

      Our business requires giving a quote to a lead (not Account / Potential - as we define it differently). Currently, Zoho CRM's Quotes are integrated with Accounts / Potentials and not with Leads. Is there a way I could get the Lead information to the Quotes

    • Flow to follow up on trade fair contacts

      Hi, Before we moved to Zoho we had some flows (sequences) in HubSpot to follow up on trade fair contacts. To explain further on this it had the following characteristics: New contacts could be added to the sequence When added a flow of communication started.

    • Unknown error occurred

      Hi, When we want to publish or edit a page in our website, we encounter with "Unknown error occurred" problem. I share a screenshot here. Our website is www.essoft.com. It happens every page. We want to solve this ASAP.

    • Zoho one

      I am starting Zoho one as a beginner and there is Zoho crm and Zoho sales which i needed to work on but it appears in unassigned apps. What Should i do now?

    • Dialing Microsoft Teams Phone Service via Zoho CRM

      I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone

    • Emailing lookup field but placing this as an ID or number rather than text

      Hi there, First time poster and have been a user of Zoho Creator for approx 6weeks so forgive my ignorance as I learn to code. We have a need to send an email to a specific email address with some of the fields triggered by the submission of a form. In

    • Search mails in shared mailbox

      Hi everyone, is there a way to search mails in shared mailbox's? Search in streams or mail doesn't return anything from mails in shared mailboxes. Thanks! Rafal

    • User Emails Blocked

      Community: I keep running into issues where our users stop receiving notifications from CRM because their email addresses get blocked in on the backend some how. I reach out to support, they confirm, they fix, and we carry on, but then it happens again.

    • Why wont Zoho Support Grammarly!! --- PLEASE VOTE FOR THIS to show Zoho we need this

      The spell check and grammar in ZOHO are so buggy and a waste of time. Please support Grammarly! I'm sure I'm not the only one — there are other CRMs that support this. If you're not planning to add this feature, Please let others know before accepting

    • Is it possible to hide Developer Space for all user in Zoho Projects

      Hello! I am Zoho admin in a company and we want to use Zoho Project to manage projects, but after a few days of testing we are not able to "hide" the Developer Space from all kind of users except the admin. To sum up, I want to hide this for all users.

    • Next Page