Zoho Billing guide

Zoho Billing handles recurring invoicing and subscriptions: plans, free trials, renewals, payment reminders and revenue recognition. Ideal for businesses that bill for monthly services or maintenance contracts.

Getting started

1. Set up your organization, taxes and currencies.
2. Build your catalog: products, plans and add-ons.
3. Define your billing cycles (monthly, annual) and your proration policies.
4. Set up a payment gateway to collect renewals automatically.
5. Turn on dunning management for declined payments.
6. Customize the customer portal where your subscribers manage their own subscriptions.

Key features

• Subscriptions with trials, discounts and coupons.
• Usage-based (metered) billing.
• Automatic reminders when a payment fails.
• Recurring business reports: MRR, churn rate, retention.
• Native integration with Books, CRM and Analytics.

Tips from our specialists

• Simplify your catalog before you build it: three clear plans sell better than ten confusing ones.
• The customer portal cuts down on service requests — turn it on from day one.
• Check your churn report every month: it’s your single most important health indicator.

Official resources

Zoho’s official documentation is available in English. Our team supports you in French and English for all of these apps.

• Official Zoho Billing documentation
• Zoho Billing release notes — what’s new and improved

Need a hand? Nuagix, a Zoho Premium Partner in Quebec, implements, optimizes and supports Zoho Billing in French and English. Discover our Zoho optimization service, explore our training or book a Zoom meeting.