About

The Zoho Billing training course is an online training program that is aimed at enabling businesses to set up their organization in Zoho Billing and learn best practices for using the software. Each module includes a concept explanation, demonstration, hands-on exercises, and a Q&A session.

Who can attend?

This course is ideal for business owners, finance leaders, AR teams, billing teams, sales managers, Zoho partners, and resellers who are looking to streamline billing workflows and manage revenue with Zoho Billing. It's highly beneficial for businesses operating in domains such as AI, SaaS, membership clubs, marketing or consulting services, web design and development services, IoT services, telecommunication/ISP, subscription boxes, publishing, and digital media.

Duration: 3 Hours

Module 1: Organization Set up
  • Organization Profile
  • Taxes and compliance
  • Product/Item configuration
  • Pricelists
Module 2: Billing Methods
  • Product/Service Billing
  • Project Based Billing
  • Subscription Billing
Module 3: Portal Customization and Notifications
  • Customer Portal
  • Email notifications
  • Pdf Templates
Module 4: Manage Receivables
  • Reminders
  • Dunning Management
  • Custom Email Alerts
Module 5: Billing Modes
  • Calendar Billing
  • Metered Billing
  • Unbilled Charges
  • Advance Billing Schedules
Module 6: Platform Capabilities
  • Customizable
  • Extensible
  • Scalable
Module 7: Automation
  • Webhooks
  • Custom functions
  • Rest API's
     
 

 

Through online training, we aim to offer a completely personalized One-on-One training package tailored exclusively to meet the trainees' business requirements.

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