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
- Set up your organization, taxes and currencies.
- Build your catalog: products, plans and add-ons.
- Define your billing cycles (monthly, annual) and your proration policies.
- Set up a payment gateway to collect renewals automatically.
- Turn on dunning management for declined payments.
- 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.
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.
User and administrator guide with a clickable index: Zoho Billing manual (French) · Zoho Billing Manual (English)
See also: all Zoho manuals and guides
The three mistakes we fix most often
- Creating subscriptions by hand. If every renewal needs a human, something will be forgotten. Subscriptions should start and renew on their own.
- Not handling failed payments. An expired card with no automatic follow-up is a lost customer nobody notices until the next quarter.
- Ignoring proration. Mid-cycle plan changes have to calculate themselves, otherwise manual adjustments cost more than the subscription earns.
What Zoho Billing changes once it is connected to the rest of Zoho One
Recurring revenue becomes predictable instead of reconstructed by hand.
- The subscription is created from the won deal in Zoho CRM;
- Entries flow into Zoho Books without double entry;
- Payment reminders go out automatically, in a tone you choose;
- Recurring revenue metrics are tracked in Zoho Analytics.
Frequently asked questions
How is this different from Zoho Books?
Books keeps your ledger. Billing manages the subscription lifecycle: trials, renewals, plan changes, proration, dunning. The two work together.
Can we bill by usage?
Yes, per unit consumed, in tiers, or by combining a base plan with overage.
What about customers who pay by cheque?
They stay manageable. The subscription follows its cycle, the payment is recorded manually, and reminders adapt to the payment method.
Need a hand
If the setup stalls, or if you would rather not do the work twice, the first meeting is a Zoom call, free and with no commitment.
Book your Zoom meeting — or write to us at support@nuagix.ca