What's New in Zoho Billing | Q3 2025

What's New in Zoho Billing | Q3 2025

Hello everyone, 

We are excited to share the latest set of updates and enhancements made to Zoho Billing in Q3 2025. From the latest GST updates to multi-level discounting, Zia-powered report summaries, and customizable web forms, these updates are designed to make your billing operations faster and more intuitive.

If you missed the previous updates, you can check out What's New in Zoho Billing Q2 2025.

Scan To Add Items in Invoices

Zoho Billing now supports the Scan Items option in invoices, allowing you to quickly scan and add them to invoices. You can also scan an item multiple times to increase its quantity in the existing line item.

You can find it in: Sales > Invoices > Edit or create an invoice > Scan items. 



Apply Multi-Level Discount to Transactions

You can now apply discounts at both the line-item level and the transaction-level simultaneously. This means that you can offer specific discounts on individual items or services while also applying an overall discount to the entire transaction. 

Let's say you run a weekend sale and would like to provide a 10% discount for some items and offer a 5% transaction level discount as a part of your weekend sale. You can do this using the Multi-Level Discount option.

Go to Settings > General > Do you give discounts? > At Line Item Level and at Transaction level.



Gold Movements is Now Supported in e-Way Bills [India Edition]

You can now generate e-way bills for gold intra-state movements in Zoho Billing.  

Set the threshold value for generating e-way bills when transporting gold items within the same state. You can then start creating e-way bills for gold movements from the e-Way Bills module under Sales on the left side bar.

Here's how you can configure the threshold: Go to Settings > e-Way Bills > GSTIN which is connected to the e-Way Bill portal > Configure Threshold.


Access Widgets in Your Preferred Language

We’ve enhanced language customization to help you have a localized experience when accessing widgets.

You can define key–value pairs in language-specific JSON files (for example, en.json, ta.json, etc.) and display the widget content based on your organization’s language.

Create language-specific JSON files with key–value pairs and upload them into your widget when you access the widget, and the content in your widgets will automatically appear in that language.


Postpone Subscriptions' Billing Date

You can now change the Next Billing Date of subscriptions. When you change, it you can view the charges for the extended period and choose how you would like to handle the charges.

You can:

  • Choose to charge for the extension; a prorated child invoice will be generated based on the length of the extension.

  • Or, you can choose only to change the billing date. This will add the prorated amount to the invoice generated on the next billing date.

This gives you more flexibility in managing billing dates. You can also view the prorated amount for the adjusted days before charging your customers.


View Proration Break-Up in Subscription Summary

The Subscription Preview page has been enhanced to give a clearer view of prorated charges for plans and addons. The summary section now shows the detailed proration break-up for each plan and addon. To see this, go to the view full details in the Subscription Preview page.


Introducing PayNow Payment Method

We now support PayNow as a payment method via Stripe integration. PayNow is a Singapore-based payment option that lets your customers pay in SGD by scanning a QR code through supported banks and non-bank financial institutions.

Note: This payment method is not supported in the India edition of Zoho Billing.

Generate AI Summaries with Zia Insights

You can now use Zia Insights to generate AI-powered summaries, detect anomalies, spot top contributors, compare performance over time, and forecast trends within reports. Zia Insights can identify any unusual spike or dip in your reports, highlight the possible cause, give region-specific analysis, and can also predict future trends based on your organzation's records. Learn More


Increase API Limits From the API Dashboard

Admins can now temporarily increase API limits directly from the API Dashboard. You can boost your API limit by 50% of your current plan for one week, with automatic reset afterward. You can request multiple boosts consecutively once the previous one expires and can also purchase additional API addons directly from the dashboard.

This enhancement provides greater control, faster response to usage surges, and a streamlined workflow to keep your operations running smoothly.

To increase your API limits, go to Settings > API usage > Purchase API Add-on or Increase API Limit Temporarily.

Lookup Custom Fields Support for Locations

We've now introduced lookup custom fields for Locations. You can now use lookup custom fields for Locations in both Custom Fields and Custom Modules.

While creating a new custom field, select Lookup as the data type and select Locations from the Module dropdown. While creating a custom module, add a section to your module and select Locations.


Customize PDF File Names

You can now customize PDF file names during export. You can set how your PDFs should be named using placeholders of transaction numbers, dates, customer names, organization names, and salesperson names.

To do this, go to Settings > Customization > PDF Templates > Configure Export File Name to set it up.



Create Web Forms for Custom Modules

We have introduced Web forms to collect and create records directly in a custom module via a unique link. You can configure layouts, success actions, and CAPTCHA. Once the web form is created and the unique link is generated, users can access and submit data. The submitted data will be stored in the module upon approval. Learn More

Navigate to Settings > Developer & Data > Web Forms to create a new Web form.



Other Feature Enhancements

  • Zoho Billing now supports the new GST slabs. Migrate to the revised 18%, 5%, and 40% slab, using the banner of your organization to update rates (via HSN/SAC), preview changes, schedule migration, track progress, and download audit-ready files.

  • You can now use the column customization and custom views in Timesheet, allowing users to select preferred columns and create personalized views for easier timesheet management.

  • We have enhanced our Custom Modules, you can now attach up to 10 documents for each record in your custom modules. Learn how it works.

  • Zoho Billing now supports custom views for Sales Receipts, allowing you to personalize and organize your sales receipt list view.



We hope you enjoy exploring these new features and enhancements in Zoho Billing! Each update is designed to make your billing experience simpler, smarter, and more efficient.


We’ll be back with even more improvements as we continue to elevate your billing and subscription management experience.


You can also visit the What's New timeline for bite-sized information about our previous feature updates and enhancements. If you require any assistance, please write to our dedicated 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

    • Tip #44 – Get Deeper Insights with Zoho Assist’s Custom Reports – ‘Insider Insights’

      In today’s fast-paced IT environment, having a clear view of your remote support activities is more important than ever. Zoho Assist’s Custom Reports feature gives IT teams the ability to generate tailored reports that provide actionable insights and
    • Message "...does not support more than 100 distinct values..." WHY????

      I get this message on one of my reports: Sorry, Zoho Reports currently does not support more than 100 distinct values in columns. 'Account Name * Sum(Amount),Count(Amount Tier)' contains more than 100 distinct values.  Possibly, you can apply filter to reduce the number of distinct values in 'Account Name' or drop the 'Account Name' field in Rows. I want to list all ACCOUNT NAMES (about 500) with SALES BY ACCOUNT.  What is blocking this?
    • Let's Talk Recruit: Super-charge hiring with Zoho Recruit add-ons

      Welcome back to our Let’s Talk Recruit series! This time, we’re diving into something that might seem like a small upgrade but has a huge impact on recruiter productivity: Zoho Recruit add-ons. Think about how much of your day is spent in your inbox or
    • Vendor Signatures Needed for Purchase Orders

      Hello everyone, We have a unique requirement that necessitates that Vendors & Suppliers formally acknowledge our Purchase Orders upon receipt. I was hoping that there would be an option to do so in Zoho Books, but that does not appear to be the case.
    • Is there an API to "File a Ticket" in Desk

      Hi, Is there an API to "File a Ticket" in Desk to zoho projects?
    • Store "Sign in with Google/Microsoft/GitHub etc." details

      Quite often now, users are using a sign-in provider like Google or Microsoft to sign into various apps and services. It would be great if Vault could remember which providers you use for each website and sign you in with that provider instead of a username
    • Tip of the Week #72– Assign thread ownership to avoid confusion.

      When teams handle a large volume of emails, managing threads becomes important to stay organized. Without a clear system, duplicate replies, missed follow-ups, or confusion over responsibilities can happen. Thread assignment solves this by designating
    • Unarchive tickets

      How can I manually unarchive tickets?
    • Optimize your Knowledge Base for enhanced accessibility by adding alt tags for images

      Let's learn why alt tags are crucial for your articles. You can add alternative tags (alt tags) and alternative text (alt text) to the images you share on your community forums or when embedding them in articles. Alt tags refer to the HTML attribute,
    • FSM trying again

      have not linked FSM yet to the rest of out Zoho suit. It certainly looks like the apointment and service part is more manageable for our staff. The question is that our engineers multi task examples 1. deliver products to customers not fitted 2. Service
    • Feature Request: Conditional Field Mandatoriness Based on Display Status

      Hello Zoho Creator Team, I would like to suggest an enhancement to improve the flexibility of form validations. Currently, when we need a field to be mandatory only if it's displayed on the form, the only option is to: Set the field as not mandatory in
    • Data Migration Strategies for Moving to a Cloud Solution

      Hi everyone, I’ve been working on moving some of our critical systems, including CRM and project data, to a Zoho cloud solution, and one of the biggest challenges I’ve encountered is data migration. Transferring large volumes of data while keeping it
    • Commerce Order as Invoice instead of Sales Order?

      I need a purchase made on my Commerce Site to result in an Invoice for services instead of a Sales Order that will be pushed to Books. My customers don't pay until I after I add some details to their transaction. Can I change the settings to make this
    • How to set different item selling prices for Zoho Commerce and Zoho Books

      Item selling prices for Zoho Commerce and Zoho Books are in sync. If we update the Item selling price in Books, the same will happen in commerce and vice versa. I need a separate commerce selling price for online users and a separate books selling price
    • How to report 'Response violation' OR 'Resolution violation'

      Hi, I want to report on SLA Violation Type. I grouped my tickets on this column. It seems I only get 'Response and Resolution Violation' or 'Not Violated'. The former seems to be given to a ticket if only the Response Time was violated. I would expect
    • [Webinar] Automate sales and presales workflows with Writer

      Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall sales
    • Date triggering Workflow rule

      I have a function triggered by a workflow rule. The function takes a date and creates a task for that date and fills in a field with the name of the day for that date. It also updates the status field of the record. The workflow rule is set to run whenever
    • Restricting contact creation

      Hi all! I am looking to use Zoho Desk in a part of the business that takes end user enquiries. These are generally single interactions, and not linked to an account name. As Desk is Account centric, has anyone designed a way to manage these incoming emails
    • Import Holiday Calendars

      HI Zoho Is there anyway of importing an online calendar like https://www.calendarlabs.com into the business hours calendars, to speed up setup of holiday calendars. Also could we also request a feature where you can specify a Holiday as hours, i.e it could be that the company is on a 1/2 day due to a holiday or when it is Eid in the UAE and they are only allowed to work restricted hours so we need the calendar to be flexible to allow for this. Regards Jamie
    • Filtering Tickets based on Email headers

      We're starting to get a lot more junk coming into our Zoho Desk, which is then triggering unnecessary email alerts to agents. Once thing we could do to cut this junk in half, is to filter tickets based on email headers. Any email containing the `List-Unsubscribe`
    • Error 550 5.4.1

      I’ve tried sending an email to someone but keep receiving this back. Any help would be greatly appreciated 
    • Billing Management: #2 Fair way of Billing- Prorated Billing

      Hello, From speaking about the traditional ways of billing in the previous post, we are moving into the deep sea of billing. We are now in a zone to break out the most complex yet, I would call it the fairest way of billing, the Prorated Billing. Prorated
    • Has Anyone successfully integrated Zoho and Sage Intact?

      Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,
    • Adding image in HTML report page

      Hi, I want to know two things: 1. Can anyone advise how to add an image in HTML report. The tagged used is <img> but what path do I mention for the image to be added in the HTML report. 2. Also, I want to know if I am creating an application for the market
    • How to change view of HTML report based on device but always print in A4

      Hello everyone, I am aware that HTML report view can be configured to adjust according to the screen size like Laptop, Tablet and mobile using media queries. But my concern is no matter on which device the reports is opened when printed should always
    • Age Calculation

      I've attempted to calculate the age of someone based on their birthday input by using the formula field. It works but I don't want all those decimals on there. I then tried to use "set variable" after birthday input but I get a field type mismatch, long vs. floating. Any ideas would be wonderful.
    • Search on Custom Field

      We're working on an integration with the Zoho FSM API and are trying to retrieve companies based on a custom field we added to the Companies module. However, we can't find a way to filter or query records using custom fields through the API. We have a
    • Sendmail function / custom action?

      I've setup a function hoping to email various business departments the details of a record once all work in that record is complete so gone about setting up a custom action in such way that each record line on the report has a button to click. Question is how do I actually include data from that record in the email that is sent when the button is clicked? I had thought that since this were being sent per record the email would include the data which had been entered
    • API to post drafts for social media

      I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon
    • What impactful sales coaching techniques have you used to boost your team's performance?

      I'm curious about the real-world impact of sales coaching on team performance. What specific techniques or strategies have you found most effective in driving consistent improvement and growth in your sales team? Any success stories or lessons learned
    • Adding Taxes to paid consultations in Zoho Bookings

      I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,
    • Zoho Finance Suite - Customer Custom Tabs - Dynamic Link

      Hi Finance Suite team, When creating a Custom Tab for a Client Portal, there is no option to add dynamic parameters. This would be very helpful for adding Zoho Analytics dashboards which can be dynamically filtered through the URL to only show information
    • Possible to bold or indent text in the description field?

      As part of one item, I often have a detailed description that would be much easier to read if there was the ability to have a bulleted list or bold text and the like. Is this possible? My last invoicing software allowed markup in the field so, for example, an asterisk meant a bullet. I haven't been able to find any documentation related to this.  Any information would be appreciated. Thank you.
    • Formatting of Balance Sheet and Profit & Loss Reports

      The default format of the Balance Sheet and P&L Reports are based on the Account Types and then the individual accounts within the Chart of Accounts. These are then ordered alphabetically under these sub-headings and one is unable to re-order these or
    • UK MTD reports concerning turnover and cerash accounting

      Hi I am a sole trader, and I have just started with Zoho Books in order to comply with the new HMRC requirements. I use 'cash basis' - which I understand to mean that income is when the cash comes in (not the invoice date) and expenses are when they are
    • Retainer Invoice.

      Why ZOHO not have facilities to deduct partially advance payment from an invoice.
    • Share saved filters between others

      Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks
    • Kanban view on Zoho CRM mobile app!

      What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given
    • 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
    • No practical examples of how survey data is analyzed

      There are no examples of analysis with analytics of zoho survey data. Only survey meta data is analyzed, such as number of completes, not actual analysis of responses, such as the % in each gender, cross-tabulations of survey responses. One strange characteristic
    • Next Page