Product Catalog
Perfect your product catalog
With Zoho Billing, get a clean and scalable product catalog that paves way for rapid market expansion and sustainable growth.
Explore product catalog management 
Streamline diverse product offerings
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.
Unlock new revenue possibilities
Test your curated plans with various pricing models like flat, volume, and tiered strategies to optimize your revenue potential.
Check out pricing models
Change prices without losing demand
Declutter your product catalog and do pricing experiments. With price lists, set custom rates for specific customers or items, adjusting prices up or down.
Manage discounts
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.
BillingEnhance your billing experience
Zoho Billing combines invoicing, expense management, project billing, and recurring billing - all in one place, handling all the heavy lifting for you.
Transform your billing experience
Advanced invoicing made easy
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.
Effortless expense management
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.
Expense management
Power profits through Project Billing
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.
Explore timesheets
Recurring Billing Logic that fits your business rules
Streamline recurring billing with flexible options, supporting billing configurations for plan purchases, and renewals yearly, monthly, or any custom period.
Recurring billing
Simplify metered billing workflow
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.
Metered billing
Lifecycle ManagementManage the entire customer lifecycle
Share quotes, manage subscriber lifecycles, handle discount rules, and simplify trial management. Maximise conversions and optimise organizational management.
Optimize customer journeys
Send quotes
Customize quotes using templates and client-specific currency options. Convert accepted quotes into invoices and ensure a smooth transition from quote to payment.
Check out quotes
Ensure smooth subscriber lifecycle
Create, manage, pause, cancel, reactivate, or extend subscriptions with a single click. Handle upgrades, and downgrades at any point in the billing cycle.
Simplify trial management
Set up, customize, and extend free trials. Keep prospects engaged, and maximize conversion opportunities by automating reminder emails.
Trial management
CollectionsMaximize collection efforts
Streamline payments to ensure a frictionless experience for customers. Reduce involuntary churn by handling failed payments and recover your revenue effortlessly.
Maximize revenue collections
Collect payments from anywhere in any form
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.
Transcend borders advanced multi-currency option
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.
Recover revenue with payment retries
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.
Reduce DSO and get paid faster
Prevent payment declines by automating dunning management, reminders, card updates, expiration alerts, and failed payment notifications.
Monitor dunning performance
Track the recovery rate, revenue recovered, and number of customers saved from involuntary churn through insightful metrics.
Customer portalEmpower your clients
Offer customers seamless access, and a comprehensive overview of all their transactions with your business.
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.
Reporting and AnalyticsGain 360-degree visibility
Access actionable reports and granular metrics to make well-informed decisions. Receive valuable insights straight to your inbox, and stay on top of your finances.
Gain complete insight
Run insightful AR reports
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.
Get granular subscription metrics
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
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.
Customization and AutomationImprove workflow efficiency
Receive real-time updates on subscriptions, payments, and invoices by creating webhooks and always stay informed.
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.
IntegrationsEnhanced capabilities with integrations
Empower your team with extended billing capabilities. Streamline information and automate workflows by integrating with a wide range of in-house and third-party apps.
Check out our integrations
Accounting
Sync transaction details, avoid duplicate records, generate insightful reports, handle billing, and accounting in one place.
CRM
Empower your sales teams to handle the entire sales cycle, from sending quotes to successful customer conversions, billing, and renewals.
Collaboration
Zoho Billing integrates seamlessly with Zoho Cliq and Slack, enabling efficient interaction with employees and keeping you updated on critical business events.
Cloud integrators
Expand your integration possibilities beyond built-in options. With Zoho Flow and Zapier, connect Zoho Billing to over 1,000 apps effortlessly.
Custom integrations
Collect, update and retrieve billing-related data from clients using custom business applications made from Zoho Creator.
Zoho apps
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.
Other apps
Integrate with third-party apps like G Suite, Office 365, Twilio, Zendesk and more.
Security and CompliancePromise of security and compliance
At Zoho, we put privacy and security first.. We recognize the importance of finding the perfect balance between safeguarding your customers' data and empowering your employees to work efficiently. Zoho Billing meets both of these.
Role-based access
Create customized roles and assign users, define permissions, and secure data by controlling access to information in Zoho Billing.
EU-GDPR
Work with a very secure architecture to prevent unauthorized access by collecting, storing, and processing customers' personal data in accordance with GDPR.
PCI
Zoho Billing is PCI-DSS Level 1 certified. Zoho Billing encrypts and protects your customers' sensitive personal and payment information.
HIPAA
Ensure security and protection of ePHI using our HIPAA-compliant features in Zoho Billing.
