Zoho Billing Features
What are the features of Zoho Billing?
Billing
- Automation
- Consolidation
Dunning
- Collections
Performance
- Packages
- Discounts
- Plan Changes
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Revenue Optimization
At-Risk Customers | Identify customers that are more likely to cancel their subscriptions | Not enough data | |
Offer Optimization | Optimize product offerings and packages to increase customer loyalty | Not enough data | |
Customer Churn | Address customer churn by identifying the causes of cancellations | Not enough data | |
Revenue Forecasting | Estimate future changes in revenues per product type or customer category | Not enough data |
Revenue Recognition
Usage Tracking | Track usage per company, custom time period, or contract | Not enough data | |
Deferred Revenue | Track payments received for products that haven't be delivered yet | Not enough data | |
Revenue Accrual | Recognition rules to accrue revenue on a daily or monthly basis | Not enough data |
Billing and Payments
Payment Terms | Provide multiple payment terms per customer or contract | Not enough data | |
Personalized Billing | Different types of billing such as: recurring, one time changes, based on number of seats or usage | Not enough data | |
Custom Pricing | Manage customer specific pricing as well as coupons, discounts, and gift plans | Not enough data |
Billing
Automation | Based on 12 Zoho Billing reviews and verified by the G2 Product R&D team. Ability to create and send invoices automatically at predefined or custom frequencies. | 90% (Based on 12 reviews) | |
Consolidation | Based on 10 Zoho Billing reviews and verified by the G2 Product R&D team. Consolidate invoices so customers can make one payment for multiple bills. | 80% (Based on 10 reviews) | |
Adjustments | Adjust invoices to handle exceptions and correct errors. | Not enough data |
Dunning
Collections | Based on 12 Zoho Billing reviews and verified by the G2 Product R&D team. Assists users in collecting payments for unpaid invoices. | 83% (Based on 12 reviews) | |
Dispute Management | Manages disputes regarding billing and payments. | Not enough data | |
Escalation | Define escalation processes to suspend service for unpaid invoices. | Not enough data |
Performance
Packages | Based on 12 Zoho Billing reviews and verified by the G2 Product R&D team. Track the financial performance of various types of packages. | 92% (Based on 12 reviews) | |
Discounts | Based on 10 Zoho Billing reviews and verified by the G2 Product R&D team. Identify the impact of special pricing and discounts on revenue. | 88% (Based on 10 reviews) | |
Plan Changes | Based on 12 Zoho Billing reviews and verified by the G2 Product R&D team. Monitor plan changes such as upgrades and downgrades, or cancellations. | 88% (Based on 12 reviews) |
Reporting
Dimensions | Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts | Not enough data | |
Deferred Revenue | Tracks revenue for goods or services that have yet to be collected | Not enough data | |
Revenue Recognition | Accurately determines and reports the accounting period when revenues are recognized | Not enough data |
Order Management
Opportunities | Manage open opportunities for new or existing customers. | Not enough data | |
Order History | Track all open and closed orders by customer, or by product and plan. | Not enough data | |
Upsell & Cross-sell | Identify opportunities to upsell and cross sell based on product usage. | Not enough data | |
Renewals | Plans can be renewed automatically or manually, when changes are required. | Not enough data |
Products & Plans
Packages | Track the financial performance of various types of packages. | Not enough data | |
Multi-part Deals | Create deals that combine multiple products and plans, with differrent pricing | Not enough data | |
Plan Changes | Monitor plan changes such as upgrades and downgrades, or cancellations. | Not enough data | |
Bundles | Ability to group standard plans and products to create bundles | Not enough data |
Pricing
Standard Price | Assign standard monthly and yearly prices to products, plans, and packages | Not enough data | |
Discounts | Define standard and custom discounts that can be applied to one or more products and plans | Not enough data | |
Optimization | Analyze pricing data to identify opportunities to improve prices. | Not enough data |
Revenue Management
Automation | Ability to create and send invoices automatically at predefined or custom frequencies. | Not enough data | |
Consolidation | Consolidate invoices so customers can make one payment for multiple bills. | Not enough data | |
Adjustments | Adjust invoices to handle exceptions and correct errors. | Not enough data | |
Billing Types | Provide the option to combine recurring, one-time, and usage based billing | Not enough data |
Integration
Payments | Integrate with payment processing software and payment gateways. | Not enough data | |
Accounting | Integrate with financial management systems such as accounting and ERP. | Not enough data | |
CRM & Sales | Integrate with software that manages customers, sales, and marekting. | Not enough data |
Data Management
Updating | Updates subscription data automatically at predefined time periods that can be customized by users | Not enough data | |
Data cleansing | Processes and cleans subscription data from multiple sources, automatically or on demand | Not enough data | |
Integration | Provides integration with subscription billing, subscription management, and other solutions to capture subscription data | Not enough data |
Analysis
KPIs | Includes standard KPIs such as monthly recurring revenue (MRR) or customer lifetime value (CLTV) | Not enough data | |
Dashboards | Dlivers standard dashboards for subscription analysis that can be customized by users | Not enough data | |
Segmentation | Allows users to analyze subscription data by product, time period, type of contract, etc. | Not enough data | |
Revenue Optimization | Provides insights that can be used to improve sales and revenue | Not enough data |
Usage Metering - Usage-based billing Software
Metering engine | Track customer's usage data based on the services they have subscribe to | Not enough data | |
Data extraction/ingestion | Connect to data sources to pull/push usage based data via data-source-specific connectors or APIs | Not enough data | |
Analytics/reporting | Create and send usgae based reports such as product usage, free units, etc to clients | Not enough data |
Bill Generation - Usage-based billing Software
Templates | Provide standard document templates for Invoice, payment, refund and contracts | Not enough data | |
Digital Billing | Ability to convert invoices to digital formats such as PDF | Not enough data | |
Usage Billing | Automatically generates invoices based on the service usage | Not enough data |
Bill Processing - Usage-based billing Software
Consolidation | Allow users to consolidate multiple invoices into one | Not enough data | |
Batch Invoicing | Ability to create multiple types of invoices | Not enough data | |
Management | Manage invoicing for different types of products or services | Not enough data |
Integration - Usage-based billing Software
Accounting | Provide integration with accounting and financial management software | Not enough data | |
Payments | Integrate with payments software to facilitate payments | Not enough data | |
ERP | Deliver integrations with accounting modules of ERP systems | Not enough data |