Zoho Subscriptions

Recurring revenue is the problem this Zoho product is built around. Zoho Subscriptions began as a subscription billing tool for businesses that charge customers on a repeating schedule, and the vendor now presents it as Zoho Billing, an end-to-end billing platform aimed at small and medium-sized businesses, including a version built for companies in the United States.

Managing the subscription life cycle

The vendor describes the product as a single place to manage complex billing cycles and oversee customer subscriptions. It follows a customer through trials, upgrades, cancellations and reactivations, and it handles customer acquisition alongside the billing itself. When a card payment fails, dunning management retries the charge and chases the customer, so revenue is not lost without anyone noticing.

Invoices, quotes and payments

On the billing side the product automates invoicing and the collection of payment. It supports quotes, invoices, expense tracking, and project and timesheet billing. Customers can pay in part or in bulk, through several payment methods, with automated reminders and secure payment links and hosted payment pages. Branded customer portals let buyers view quotes and transactions and communicate with the seller, and pricing tables can be placed on a website to present plans.

Pricing, tax and global sales

A product catalog holds the offerings, pricing and tax settings. The vendor lists support for many pricing models so that a company can change strategy without rebuilding its setup. Sales tax preferences can be set for items and contacts so that transactions are compliant without manual calculation, and multi-currency and multilingual features support sales abroad.

Insight into growth

Reporting covers revenue recognition and metrics for sales, receivables, revenue and churn, intended to help a team judge growth. Customization is available through added fields, custom views, buttons and links, plus a low-code platform for automation, and the product connects with other business apps such as Salesforce, Mailchimp and Zendesk as well as the wider Zoho suite. Mobile apps let a business manage billing away from the office.