Features that make your billing seamless
Perfect your product catalog
Be it stand-alone items or a combination of products or services mix of products, Zoho Billing's product catalog makes it simple to create, update, modify, and manage multiple products all under one roof.
Test your curated plans with various pricing models like flat, volume, and tiered strategies to optimize your revenue potential.
Declutter your product catalog and do pricing experiments. With price lists, set custom rates for specific customers or items, adjusting prices up or down.
Create one-time, unlimited, or time-defined coupons. Entice prospects with percentage or flat discounts and tailor them to specific products or add-ons. Set coupon validity and redemption limits based on your needs.
Experience automated invoice creation with precise tax calculations, and custom branding, invoice consolidation, while catering to global markets with multi-currency support and multilingual invoicing.
Convert billable expenses into invoices and bill your clients in no time. Track your team's mileage and convert billable miles into money, making reimbursements a breeze.
Track hours spent on projects and bill your clients. Stay within budget with real-time monitoring of project expenses and work hours through a centralized dashboard.
Streamline recurring billing with flexible options, supporting billing configurations for plan purchases, and renewals yearly, monthly, or any custom period.
Charge customers based on their usage or add extra charges to a base fee. Create subscriptions, define usage components and billing frequency to automate the entire workflow.
Customize quotes using templates and client-specific currency options. Convert accepted quotes into invoices and ensure a smooth transition from quote to payment.
Create, manage, pause, cancel, reactivate, or extend subscriptions with a single click. Handle upgrades, and downgrades at any point in the billing cycle.
Set up, customize, and extend free trials. Keep prospects engaged, and maximize conversion opportunities by automating reminder emails.
Accept global payments through more than 10 integrated payment gateways for both one-time and recurring transactions, including credit and debit cards, online banking, and ACH.
Accept payment in your customers' preferred currency, record multi-currency transactions for customers, and get automatic exchange rate updates, along with detailed reports for greater visibility.
Provide a breezy checkout experience Do away with the need for creating compliant webpages to collect payments. Simply use Zoho Billing's PCI-compliant hosted pages and let your customers choose the product or service and pay for them easily.
Prevent payment declines by automating dunning communications, reminders, card updates, expiration alerts, and failed payment notifications.
Track the recovery rate, revenue recovered, and number of customers saved from involuntary churn through insightful metrics.
Let them view, accept, and comment on quotes.
Allow them to edit their information, receive notifications about changes, and share invoices directly from the customer portal.
They can also access timesheets and project details via the portal.
Generate aging reports and get a consolidated view of customer transactions, unpaid invoices, overdue amounts, and payment due dates. Access over 50 custom reports, role-specific dashboards, and shareable reports.
Access key subscription metrics like net revenue, MRR, churn rate, activations, and cancellations. Generate reports on trials, aging, cash flow projections, collections, and more.
Customize reports for specific products or time periods and include data from multiple modules. Easily access, print, or export reports in various formats on the fly.
Set up customized workflows based on triggers to receive timely notifications tailored to your business needs.
Customize your quotes, invoice templates, customer portal invitation mails, payment receipts and more to suit your branding needs.
Automate recurring tasks and reports with Custom Schedulers, like receiving monthly sales performance report.
Sync transaction details, avoid duplicate records, generate insightful reports, handle billing, and accounting in one place.
Empower your sales teams to handle the entire sales cycle, from sending quotes to successful customer conversions, billing, and renewals.
Zoho Billing integrates seamlessly with Zoho Cliq and Slack, enabling efficient interaction with employees and keeping you updated on critical business events.
Expand your integration possibilities beyond built-in options. With Zoho Flow and Zapier, connect Zoho Billing to over 1,000 apps effortlessly.
Collect, update and retrieve billing-related data from clients using custom business applications made from Zoho Creator.
Zoho Billing seamlessly integrates with a powerful suite of Zoho apps such as, Zoho Connect, Zoho Analytics, Zoho Mail, Zoho Inventory, Zoho Sign, Zoho Desk, and Zoho Campaigns.
Integrate with third-party apps like G Suite, Office 365, Twilio, Zendesk and more.