Zoho Billing

Begin by shaping how you sell, not just what you sell. In Zoho Billing, import your items or create them from scratch, then assemble plans, add-ons, and coupons that match how customers buy. Build per-seat, tiered, volume, or flat-rate pricing and preview totals in an interactive pricing table you can drop into estimates or your site. Create multiple price books for regions or channels, set payment terms and deposits, attach files, and require approvals. Offer option-based quotes so buyers can choose a plan, and convert accepted estimates to invoices without retyping a thing.

Tighten invoice-to-cash in one setup session. Pick a template, localize language and currency, and apply region-specific tax rules (VAT, GST, reverse charge, digital services). Map invoice numbering, enable QR codes or e-invoicing where required, and define rounding. Connect gateways like Stripe, PayPal, or Razorpay and let customers pay from a secure portal. Schedule courteous reminders, retries, and late fees. Capture expenses from email or mobile, label them billable, and attach receipts so they flow to the next invoice. Add shipping, surcharges, and discounts in place, and issue credit notes when needed. Multi-currency exchange rates update automatically, keeping totals accurate for global clients.

For recurring revenue, set up subscriptions with trials, setup fees, and proration for mid-cycle upgrades or downgrades. Choose billing anchors (anniversary or calendar), define minimum commitments, and manage seats per account. Track metered usage by posting consumption via API or webhooks, or upload files if you prefer a manual run, then invoice on a schedule with overage alerts. Recover failed payments with configurable dunning steps, smart retries, and card updater services. Let customers pause, resume, or switch plans in the portal, while your team issues credits, partial refunds, and write-offs with clean audit trails.

Bill projects the way your team works. Create tasks, track time with approvals, and invoice by hours, milestones, or retainers. Tag costs to projects, roll up billable vs. actuals, and keep an eye on retainer burn. Use dashboards for MRR, churn, AR aging, taxes, and collections, and export data for revenue analysis. Sync quotes, invoices, and payments with Zoho CRM, Books, and Analytics; connect external tools through API, webhooks, and file imports. Protect data with roles, custom permissions, and approvals; test changes in a sandbox before going live; and keep operations audit-ready with detailed logs and consistent templates across brands or branches.