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Zoho Billing Features

What are the features of Zoho Billing?

Billing

  • Automation
  • Consolidation

Dunning

  • Collections

Performance

  • Packages
  • Discounts
  • Plan Changes

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Filter for Features

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