Finance
Zoho Billing solutions set up the way you work.
Recurring and usage-based billing with plans, CPQ, hosted checkout and dunning, configured around how you price and renew.
- Product Catalog
- Website Checkout
- Quotes
- Usage Data
- Customer Portal
Zoho BillingFinance- Recurring Invoices
- Collected Payments
- Subscription Metrics
About Billing
What Zoho Billingdoes.
The core of what Zoho Billing offers, based on Zoho's official product documentation. It runs the whole recurring revenue cycle, from plan setup and checkout to renewals, retries and revenue reports.
- PredictableRevenue
- LowerInvoluntary churn
- FlexiblePricing
01Product catalog
Model what you sell as plans, add-ons and coupons, with customer-specific rates where needed.
- Plans
- Add-ons
- Coupons
- Price lists
02Subscription lifecycle
Start, pause, upgrade, downgrade or cancel a subscription at any point in the cycle, with charges adjusted to match.
- Trial management
- Proration
- Customer lifecycle
03Pricing & usage
Charge flat, per unit, by volume or by tier, and bill for consumption on top of a base fee.
- Pricing models
- Metered billing
- Tiered pricing
04CPQ & quotes
Billing-native CPQ applies pricing rules and approvals, so an accepted quote becomes a subscription and invoice.
- CPQ
- Quote approvals
- Subscription quotes
05Payments
Take one-time and recurring payments through integrated gateways and PCI-compliant hosted pages.
- Hosted payment pages
- Payment gateways
- Multi-currency
06Dunning & recovery
Retry failed charges and prompt customers to update cards before revenue slips away.
- Dunning management
- Payment retries
- Card expiry alerts
07Subscription analytics
Follow recurring revenue, churn and collections with ready-made and custom reports.
- MRR
- Churn rate
- AR aging reports
08Portal & automation
Customers manage their own accounts while webhooks and schedulers keep other systems informed.
- Customer portal
- Webhooks
- Custom schedulers
- Workflow rules
How Xevort helps
Making Billing work your way.
What our team can set up, customize and connect in Zoho Billing.
Setup
Organization, taxes, currencies, payment terms and customer records arranged for recurring billing.
Customize
Branded quote and invoice templates, portal invitation emails, receipts and custom fields.
Automate
Workflow rules, webhooks, custom schedulers and Deluge logic for renewals and billing events.
Integrate
Billing synced with Books for accounting and CRM for sales, plus gateways and your product backend.
Plans & pricing
Plans, add-ons, coupons and pricing models built to mirror your current price sheet.
Usage billing
Metered components and usage feeds from your app so consumption lands on the right invoice.
Hosted checkout
Hosted payment pages embedded on your website for sign-ups, upgrades and card updates.
Dunning
Retry schedules, failed-payment emails and card expiry alerts configured to protect renewals.
Integrations
Connect Zoho Billingwith the tools you use.
We can connect Billing with other Zoho apps and the services you already use, so records move between them without anyone re-typing them.
- Native Zoho connectionsZoho apps that share data with each other out of the box.
- Delivered by XevortIntegrations our team has built on client projects.
- Officially supportedConnectors Zoho provides, set up and mapped to your process.
Why choose Zoho Billing
Plans, renewals andfailed payments, handled.
Zoho Billing lets SaaS, membership and service businesses charge on any schedule, retry failed payments and report on recurring revenue.
- Quote to renewalCPQ, subscriptions, invoices and payments on one engine.
- Sales and finance alignedWhat sales quotes is exactly what finance bills.
- Any pricing modelFlat, unit, volume, tiered and usage-based pricing.
- Subscription metricsMRR, churn, activations and cash flow projections.
- Automated collectionsRetries, reminders and card updates without manual chasing.
- PCI-DSS Level 1Card data encrypted, with role-based access and GDPR support.
FAQ
Zoho Billingquestions, answered.
Straight answers on setup, migration, integrations and timelines before you start.
Still have questions?
Tell us about your Zoho Billing setup and our team will get back to you.
Zoho Billing is built for subscriptions, recurring plans and usage-based charges, while Zoho Books covers full accounting. Many businesses use both, with Billing syncing transactions to Books, and we help you decide the right split.
Yes. We define metered components and pricing models in Zoho Billing and connect your product or platform so usage is recorded against the right subscription before invoicing.
Yes. We set up payment retries, reminder emails, card update requests and expiry alerts using Zoho Billing's dunning management, matched to your renewal policy.
Yes. We connect Billing to Books so transactions are recorded in your accounts, and to CRM so sales can see subscriptions and invoices on the customer record.
Yes. We map customers, plans, add-ons and active subscriptions, import them and verify the next billing dates. How saved payment details move depends on your gateway, so we plan that step separately.
This depends on the systems involved, API availability, data complexity, testing requirements and business rules. These are typical Xevort project estimates, not fixed delivery commitments.
Free Zoho consultation
Ready to get more from Zoho Billing?
Tell us how your business works, what you want to improve, and where Zoho fits today. We'll recommend the right approach, with no obligation.
- Reply within 1 business day
- New or existing Zoho setups
- Fixed-scope proposals