Zoho Billing Process

Zoho Billing streamlines billing tasks; allowing exponential growth

Whether you prioritize sales or product-led growth, Zoho Billing is the correct platform to use to grow your business. From handling simple invoicing to deploying diverse billing models, Zoho Billing is the most comprehensive billing solution.

Invoice Management

Instantly Craft Professional Invoices

Craft a comprehensive, professionally formated invoices that are compliant with global standards. Add payment instructions or other contextual information easily as invoice notes.

Custom Branding

Customize your invoices to match your brand’s style, include your logo, and use your brand colors, font style, and legal language to leave a lasting impression on clients.

Retainer Invoicing

Secure upfront payments and work steadily towards project completion, ensuring a more reliable and consistent monthly income. You can create the retainer invoices from approved estimates or apply the retainer amount to the final invoice in just a single click.

Manage projects. Track time. Invoice your clients.

Bill based on a fixed or flat rate, or track time spent on the project. Capture every billable minute, obtain customer approvals for your time entries, and seamlessly include them in your invoices for accurate billing.

Track your business expenses

Use the auto-scan option to capture paper receipts and easily reimburse your billable project expenses, including mileage expenses, which are automatically calculated based on predefined kilometers or miles.

Various and Customizable Billing Logic

Bill yearly, or monthly to suit the preferred payment schedules. Bill based on customer’s sign-up date with anniversary billing or set unique billing dates through calendar billing.

Adjust bills for mid-cycle subscription plan changes by charging customers only for the period they have used your product or service.

Eliminate billing workflow hiccups caused by inflexible start dates. Easily handle retroactive billing by backdating your subscription actions and invoices.

Enable your customers to pay for what they consume. You can configure base subscription plans and per-unit charges for precise, real-time usage billing.

No more bombarding your customers with multiple invoices on the same day. Manage customers with multiple subscriptions by sending a single invoice consolidating all the charges.

Effortless Global Transactions

Multi-Currency

Zoho Billing supports 100+ currencies letting customers pay in their preferred currency. Update exchange rates for your base currency easily.

Automate Tax Rates

Create tax rules based on which tax rate will be automatically applied to a transaction.

Multi - Language

Cater to a global customer base with the multi-lingual functionality. You can translate the text, customize date formats, and format currency notations.

Popular Integrations with Zoho Billing