All integrations
Zoho Billing
Payments & BillingAccounting & FinanceZoho
Subscription billing and invoicing. Manage customers, plans and subscriptions, charge one-time amounts, and record payments.
20 actions
Actions
Steps your workflow can run in Zoho Billing.
List customersList customers, optionally only active, inactive or those without a subscription.
Get a customerGet a customer's details, address and outstanding balance.
Create a customerCreate a customer who can then be subscribed to a plan.
Update a customerChange a customer's name, email, contact details or billing address. Blank fields keep their current value.
List productsList the products that group your plans and add-ons.
Create a productCreate a product to hold plans and add-ons.
List plansList plans with their price and billing interval.
Get a planGet a plan's price, interval, trial and setup fee.
Create a planCreate a recurring plan under a product.
List add-onsList add-ons that can be added to subscriptions.
List subscriptionsList subscriptions, optionally by status, customer or reference.
Get a subscriptionGet a subscription's status, plan, add-ons and billing dates.
Create a subscriptionSubscribe an existing customer to a plan. Zoho raises invoices that you record payments against; no card is charged.
Cancel a subscriptionCancel a subscription now, or at the end of its current term (it then stays live until then and can be reactivated).
Reactivate a subscriptionKeep renewing a subscription that was set to cancel at the end of its term (status non_renewing).
Charge a subscriptionBill a one-time amount against a subscription. Returns the invoice Zoho raises for it.
List invoicesList invoices, optionally by status or customer.
Get an invoiceGet an invoice's lines, total, balance and payments.
Record a paymentRecord a payment received outside Zoho, such as cash or a bank transfer, and apply it to an invoice.
List paymentsList payments received, optionally online or offline only.
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