## Zoho Billing - Product, solutions, integrations, support, and resources Index Access the complete documentation index at: https://www.zoho.com/om/billing/llms.txt Use this file to discover all available documentation pages before proceeding. # Ask Zia in Zoho Billing **Note:** This feature is available only for certain plans of Zoho Billing. Reach out to our support team at [support@zohobilling.com](mailto:support@zohobilling.com) to know more. Ask Zia is a natural language processing AI-powered assistant integrated in Zoho Billing. It helps you analyze your business, manage billing operations, and retrieve data by simply typing your request in the Ask Zia chat window. This allows you to quickly create records without needing to navigate through multiple screens manually and generate insights with the desired filters without the need to search for them in the Reports module. ### What Can You Do with Ask Zia? Ask Zia helps you analyze business performance, monitor billing operations, retrieve records, and perform actions using simple conversational queries. With Ask Zia in Zoho Billing, you can: * [View Business Insights & SaaS Metrics](/om/billing/help/ai/ask-zia.html#Business-Insights-and-Analytics) * [Retrieve Analytics Reports](/om/billing/help/ai/ask-zia.html#Analytics-Reports-Supported-by-Ask-Zia) * [Monitor Operational Health](/om/billing/help/ai/ask-zia.html#Operational-Health-Checks) * [Perform Comparative Analysis](/om/billing/help/ai/ask-zia.html#Comparative-Analysis) * [Create Records](/om/billing/help/ai/ask-zia.html#Create-and-Manage-Entities) * [Fetch and Retrieve Records Instantly](/om/billing/help/ai/ask-zia.html#Smart-Data-Retrieval) * [Get Guided Assistance for Missing Information](/om/billing/help/ai/ask-zia.html#Guided-Follow-ups-for-Missing-Information) Instead of clicking through menus, applying filters, or exporting reports, you can simply ask questions like: * Provide the email address for my customer - P Boyle. * How many invoices are due this week? * Create a customer Aaron Brown with email [aaron.brown@gmail.com](mailto:aaron.brown@gmail.com). * List all draft invoices from the previous month. * Invoices of customer - P Boyle. * List the invoices that are overdue by 60 days. * List the overdue invoices for September. Ask Zia processes your request and responds instantly, either by performing the requested action or by providing the relevant insights. Let’s explore the different actions and insights you can access using Ask Zia. ### Business Insights & Analytics Ask Zia helps you understand your business performance through conversational queries. It turns billing and subscription data into clear, actionable insights. ### SaaS Metrics Analysis You can track key SaaS metrics such as MRR, ARR, churn insights, and more without navigating to reports. _Example queries:_ * _What is my MRR this month?_ * _Show churn rate for last quarter._ * _How has ARR changed over the last 6 months?_ ### Analytics Reports Supported by Ask Zia Ask Zia supports retrieving insights from the following analytics reports: Category Reports Growth & Subscription Metrics Signups & Signups Details; Activations & Activation Details; Active Subscriptions & Details; Net Customers; Upgrades; Downgrades; Net Cancellations; Churn Rate. Revenue Metrics Net Revenue; Net Revenue Retention; MRR & MRR Details; ARR; MRR Quick Ratio. Subscription & Billing Subscriptions Summary; Subscriptions Details; Invoice Details; Receivable Summary; Receivable Details; Payment Received; Payment Failure. Geography & Product-Based Activations by Country; Activations by Product; Revenue by Country; Revenue by Product. ### Operational Health Checks With Ask Zia, you can stay on top of daily billing operations and cash flow. You can quickly: * List the overdue invoices. * Find unpaid transactions. * Review active vs cancelled subscriptions. * View trial conversions. * Monitor payment failures and retries. _Example queries:_ * _List overdue invoices._ * _How many active subscriptions do I have?_ ### Comparative Analysis Ask Zia lets you break down performance across different dimensions to understand what drives your business growth. You can analyze: * Revenue by country or region. * Customer distribution by location. * Subscriptions by plan type. * Activations by product. * Growth trends across markets. Example queries: * _Show revenue by country._ * _Which plan generates the most revenue?_ * _List customers by region._ ### Create & Manage Entities Ask Zia also helps you perform billing operations without filling out forms across multiple screens. ### Quick Entity Creation You can create billing records by simply describing what you need. Operation Module Create Records Customers, Products, Plans, Items, Addons, Coupons, Invoices, and Quotes **Example queries:** * _Create a monthly plan for $99 with a 14-day trial._ * _Add a new customer with these details._ * _Create an invoice for customer01._ ### Smart Data Retrieval You can find records instantly without navigating list views or manually applying filters with Ask Zia. Operation Module Fetch Records Customers & Contacts, Subscriptions, Subscription Items, Plans, Items, Addons, Coupons, Invoices, Quotes Example queries: * _Show active subscriptions expiring this month._ * _Find customers from California._ * _List invoices over $1000._ ### Guided Follow-ups for Missing Information If Ask Zia needs more information to complete an action, it will prompt you clearly. For example: * _If you ask to create an invoice without specifying a customer, Ask Zia will list available customers and ask you to choose one._ * _If a required field is missing, Ask Zia guides you step by step until the action is complete._ You always remain in control of critical actions like updating and deleting records. ## Search Using Ask Zia To search for the desired insights in Zoho Billing: * Log in to your Zoho Billing organization. * Navigate to the _Widgets Pane_ on the right and select **Ask Zia.** * In the _Ask Zia chat window_, click **Enable** to start using the AI assistant. **Insight:** You can use the quick-start prompts displayed in the Ask Zia chat window to get started faster. * Type your query in the search bar and press **Enter**. Zia will instantly help you with your request. Was this document helpful? ![](/billing/images/ue-resources/common/thumbs.svg) Yes ![](/billing/images/ue-resources/common/thumbs.svg) No Was this document helpful? 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