Bring structure, control, and predictability to every billing cycle
Set clear pricing, automate recurring and usage-based billing, and strengthen collections across every customer relationship—all within one ERP software.
Why billing management matters
Billing defines how revenue is earned, recognized, and collected. As pricing models grow more dynamic, effective billing management enforces structure, control, and visibility across every billing event to ensure accuracy, reducing disputes, and keeping cash flow predictable.
- Product catalog and pricing control
- Subscription and usage-based billing
- Invoicing, proration, and adjustments
- Customer lifecycle management
- Payment collections and dunning
- Billing visibility and reporting
Manage every step of your billing journey
Set up products and pricing
Define what you sell and how you charge. Create products, services, projects, or subscriptions with pricing models that match your business—usage-based, tiered, volume-based, prepaid, or hybrid—so billing stays consistent from the start.
Run billing and invoicing
Automate day-to-day billing with confidence. Generate invoices, handle recurring billing, apply proration, process amendments, and issue refunds through a structured workflow that reduces errors and manual follow-ups.
Manage the customer billing lifecycle
Take control of customer accounts across the billing lifecycle. Manage trials, upgrades, cancellations, reactivations, usage, invoices, and payment history in one continuous flow to give teams the context they need to engage customers and resolve billing issues with confidence.
Collect payments and recover dues
Simplify collections and improve cash flow. Share hosted payment pages, accept payments through self-service portals, apply excess payments, and use structured dunning workflows to recover overdue amounts on time.
Make informed billing decisions with confidence
Bring together billing data across customers and transactions to support informed decisions. Track performance, receivables, and payment behavior to improve predictability and spot risks early.
Powerfully engineered to back your business
Governance and auditability
Every billing action like pricing change, amendment, renewal, and credit is recorded, permission-controlled, and reviewable. You define who can approve what, ensuring traceability across the revenue lifecycle.
Security and compliance
Generate GST-ready invoices, apply correct tax treatments, and maintain data integrity across billing and payment operations. Zoho ERP’s security framework ensures privacy, resilience, and regulatory alignment.
Performance at scale
Handle high transaction volumes, large invoice batches, and complex billing cycles without compromising agility or accuracy. The platform is engineered for consistent performance as your customer base grows.
Customer self-service, built into billing
Give customers clarity and control
Customers can view invoices, track payment status, and complete payments through a self-service portal. By enabling customers to act independently, teams reduce billing inquiries and shorten payment cycles.
Reduce operational follow-ups
Self-service billing interactions minimize manual intervention for routine requests such as invoice access and payment confirmation to help teams focus on exceptions rather than day-to-day follow-ups.
Common questions about billing in Zoho ERP
Yes. Zoho ERP supports one-time, recurring, usage-based, and hybrid billing models, allowing businesses to apply different pricing approaches across products, services, and customers.
Billing changes such as plan upgrades, downgrades, proration, credit notes, and excess payment adjustments are handled through structured workflows, ensuring continuity and accuracy across billing cycles.
Teams can track invoice status, outstanding balances, payment progress, and billing exceptions across customers, helping them identify issues early and act before they affect cash flow.
Yes. Customers can view invoices, track payments, and complete payments through a self-service portal, reducing routine billing inquiries and follow-ups.
Yes. Zoho ERP is designed to support ongoing billing relationships, including subscriptions and repeat billing cycles, while maintaining consistency as customer requirements change.
Zoho ERP applies consistent billing rules, controlled workflows, and audit trails to reduce errors and maintain reliability as billing volumes and complexity increase.
