Settings
Setting Up Your Organisation (00:47)
As a new user, you will be asked to enter a few essential information about your organization during the Quick Setup section for more details. If you’ve missed to fill a few fields during the quick setup, you can still do a complete set up of your organization from the Settings tab. In this video, we will see how to sign up for Zoho Billing, add a new organization, and set up your organization profile.
Inviting Users & Assigning New Roles (03:04)
As a business owner, you can have different people working with you. Each of them will have a specific role, with different levels of permissions. For example, an admin will have complete access, a sales representative might have access just to create invoices, a project manager can view and edit the projects, and so on. With Zoho Billing, you can invite these different users to your organization and also assign them different roles with their corresponding level of access.
Charge Your Customers Using Metered Billing (02:56)
Metered Billing is the concept of charging your customer based on their usage. A subscription which uses metered billing has a base plan and additional charges based on the customer’s usage. In this video, we will learn all about it.
Unbilled Charges (03:39)
When you provide multiple services to your customers within a short period, sometimes, they’d prefer to pay you for the services rendered altogether instead of paying you each time you provide a service to them. Unbilled Charges in Zoho Billing lets you retain your customers’ subscription-related charges and raise a single invoice for them later.
Recover Failed Renewal Payments Using Dunning Management (04:30)
Dunning management is an automated process where the system notifies the customers of the payment failure and attempts to recover the payment. Using Zoho Billing, you can configure the number of retries and intervals between each retry attempt.
Customizing Hosted Payment Page (08:19)
As an entrepreneur, you will have customers who buy products and services from your website. While checking out and making payment, they will be taken to the Hosted Payment page where you will need to collect their card details in order to charge them. In Zoho Billing, you can configure & customize the template for your Hosted payment pages.
Email Verification & Abandoned Cart Tracking (03:50)
In this video, we will dive into two important features in Zoho Billing: Email Verification in Hosted Payment Pages and Abandoned Cart Tracking. The Email Verification feature ensures that the email addresses customers enter while making payments are valid and accurate. With Abandoned Cart Tracking, you can capture potential lost revenue by tracking customers who start the checkout process but do not complete it. You can automatically send reminders or follow-up emails to these customers, encouraging them to return and complete their purchase.