Zoho Billing Features

Identify customers that are more likely to cancel their subscriptions

Optimize product offerings and packages to increase customer loyalty

Address customer churn by identifying the causes of cancellations

Estimate future changes in revenues per product type or customer category

Track usage per company, custom time period, or contract

Track payments received for products that haven't be delivered yet

Recognition rules to accrue revenue on a daily or monthly basis

Provide multiple payment terms per customer or contract

Different types of billing such as: recurring, one time changes, based on number of seats or usage

Manage customer specific pricing as well as coupons, discounts, and gift plans

Ability to create and send invoices automatically at predefined or custom frequencies.

Consolidate invoices so customers can make one payment for multiple bills.

Adjust invoices to handle exceptions and correct errors.

Assists users in collecting payments for unpaid invoices.

Manages disputes regarding billing and payments.

Define escalation processes to suspend service for unpaid invoices.

Track the financial performance of various types of packages.

Identify the impact of special pricing and discounts on revenue.

Monitor plan changes such as upgrades and downgrades, or cancellations.

Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts

Tracks revenue for goods or services that have yet to be collected

Accurately determines and reports the accounting period when revenues are recognized

Manage open opportunities for new or existing customers.

Track all open and closed orders by customer, or by product and plan.

Identify opportunities to upsell and cross sell based on product usage.

Plans can be renewed automatically or manually, when changes are required.

Track the financial performance of various types of packages.

Create deals that combine multiple products and plans, with differrent pricing

Monitor plan changes such as upgrades and downgrades, or cancellations.

Ability to group standard plans and products to create bundles

Assign standard monthly and yearly prices to products, plans, and packages

Define standard and custom discounts that can be applied to one or more products and plans

Analyze pricing data to identify opportunities to improve prices.

Ability to create and send invoices automatically at predefined or custom frequencies.

Consolidate invoices so customers can make one payment for multiple bills.

Adjust invoices to handle exceptions and correct errors.

Provide the option to combine recurring, one-time, and usage based billing

Integrate with payment processing software and payment gateways.

Integrate with financial management systems such as accounting and ERP.

Integrate with software that manages customers, sales, and marekting.

Updates subscription data automatically at predefined time periods that can be customized by users

Processes and cleans subscription data from multiple sources, automatically or on demand

Provides integration with subscription billing, subscription management, and other solutions to capture subscription data

Includes standard KPIs such as monthly recurring revenue (MRR) or customer lifetime value (CLTV)

Dlivers standard dashboards for subscription analysis that can be customized by users

Allows users to analyze subscription data by product, time period, type of contract, etc.

Provides insights that can be used to improve sales and revenue

Track customer's usage data based on the services they have subscribe to

Connect to data sources to pull/push usage based data via data-source-specific connectors or APIs

Create and send usgae based reports such as product usage, free units, etc to clients

Provide standard document templates for Invoice, payment, refund and contracts

Ability to convert invoices to digital formats such as PDF

Automatically generates invoices based on the service usage

Allow users to consolidate multiple invoices into one

Ability to create multiple types of invoices

Manage invoicing for different types of products or services

Provide integration with accounting and financial management software

Integrate with payments software to facilitate payments

Deliver integrations with accounting modules of ERP systems

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience