Custom Modules
There might be times when the predefined modules in Zoho Billing may not be sufficient to manage all your business requirements. In such cases, you can create a custom module to record other data.
Here are few scenarios to help you understand when the custom module may come in handy:
SaaS (Software as a Service)
To manage incoming product enhancement requests, a SaaS business can create a custom module named Feature Requests with fields like Customer Name, Request ID, Request Type, and Priority Level. This setup allows teams to log, organize, and track customer requests efficiently—helping them plan product improvements and enhance user satisfaction.
Retail & Online Sales
An e-commerce business can create a custom module called E-Com Transactions to track online orders and payments separately from other sales channels. Fields such as Customer Name, E-commerce ID, Transaction Number, and Total Amount enable quick lookup, easy reporting, and efficient reconciliation of online sales data.
Digital Content & Media
A digital content platform can use a custom module named Contributor Database to record and manage collaborations with guest writers and artists. By adding fields such as Contributor Name, Article Title, Publication Date, and Payout Amount, the platform can centralize contributor details, streamline payments, and maintain a complete collaboration history.
Service Providers
An internet service provider can create a custom module called Service Logs to record all network maintenance activities for different customers. Fields like Customer Name, Service ID, Maintenance Date, and Technician Assigned help the team document maintenance work, track service patterns, and quickly access customer-specific service history.