Zoho Billing

Comprehensive business analytics with forecasting and AI insights for enterprises

Access actionable reports, granular metrics, and 360-degree visibility into business finances

Access key subscription metrics like net revenue, MRR, churn rate, activations, and cancellations

Send automated reminders for abandoned carts

Set up automated payment reminders for invoices

Customize and automate business workflows based on triggers with timely notifications

Schedule automated tasks and reports like monthly sales performance reports

Create, update, modify, and manage multiple products with pricing models, discounts, and price lists

Secure architecture compliant with EU-GDPR for personal data collection, storage, and processing

HIPAA-compliant features for security and protection of electronic protected health information (ePHI)

PCI-DSS Level 1 certified with encryption and protection of sensitive payment information

Set sales tax preferences for items and contacts to create compliant transactions with automatic calculations

Generate detailed tax reports for compliance

Core billing functionality for managing invoices and billing operations

Share quotes, manage subscriber lifecycles, handle discount rules, and optimize customer journeys

Personalized platform for customers to view quotes, manage transactions, edit information, receive notifications, and access timesheets

Use custom domains for customer portal and branded pages

Add custom fields to modules for enhanced customization

Use custom functions to extend functionality

Create custom modules for unique business requirements

Customize invoice templates with branding and layout options

Convert billable expenses into invoices, track team mileage and convert billable miles into money

Accept payments in customers' preferred currency, record multi-currency transactions, and get automatic exchange rate updates

Customize for local languages and create multilingual invoicing

Receive real-time updates on subscriptions, payments, and invoices through webhooks

Mobile apps for iOS and Android to access billing anywhere, anytime

Desktop access for billing operations

Set custom rates for specific customers or items with ability to adjust prices up or down

Support diverse pricing strategies including flat, volume, tiered, and usage-based pricing models

Track hours spent on projects, bill clients, and monitor project expenses and work hours through centralized dashboard

Allow customers to review timesheets before invoicing

Track hours spent on projects and convert to billable amounts for clients

Generate aging reports with consolidated view of customer transactions, unpaid invoices, overdue amounts, and payment due dates

Create and customize reports for specific products or time periods with data from multiple modules

Flexible revenue recognition configurations for enterprise needs

Accurate revenue recognition with detailed metrics

Create one-time, unlimited, or time-defined coupons with percentage or flat discounts tailored to specific products

Create and customize quotes using templates and client-specific currency options, convert accepted quotes into invoices

Robust encryption with industry-leading security measures to protect data

Create customized roles and assign users with defined permissions to control data access

Manage the entire customer subscription lifecycle including creation, pausing, cancellation, reactivation, and extensions

Handle proration calculation for subscription changes

Set up, customize, and extend free trials with automated reminder emails to maximize conversion opportunities

Priority support with dedicated account manager for enterprise customers

Support for multiple users with customizable roles and access levels