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Description
For automating subscriptions, recurring bills and tax calculations within Dynamics 365 CRM, Subscription and Recurring Billing Management was designed for subscription-based businesses. It handles the billing and allows organizations to focus on the expansion and growth of their business. It is a time-saving tool that ensures accuracy and efficiency. It eliminates billing bottlenecks, making it easy to manage subscriptions.
Features:
Plans & Add-Ons: Define and introduce multiple pricing plans and add-ons for the customers to choose from.
Multiple Pricing Models: Supports a variety of pricing models to ensure a smooth billing process for all subscription-based businesses.
Subscription Schedules: Create detailed framework of what, when & how much should be billed to customers.
Proration: Calculate subscription charges for products on pro-rata basis.
Revenue Analysis: Indicate business health through detailed reporting of important metrics - MRR, ARR, ARPU, Churn Rate, CLTV, etc.
Delayed Charge Schedules: Set up Delayed Charge Schedules for penalty calculation on overdue invoices.
Margin Schedules: Set up Margin Schedule to assign details of the margin offered to the partners.
Description
Zoho Billing is an all-in-one billing and revenue management platform for the entire quote-to-cash process, serving businesses from startups to large global enterprises.
One platform, every billing model
It natively supports one-time invoices, recurring billing, subscription management, usage monetization and project billing. A single invoice can combine a subscription plan, project hours, a setup fee, and tracked usage — no manual collation needed.
Subscriptions and payments
The full subscription lifecycle is automated: free trials, upgrades and downgrades with proration, mid-cycle changes, renewals, grandfathering, and cancellation workflows. Dunning sequences retry failed payments via fallback methods to recover at-risk revenue. Real-time dashboards surface MRR, ARR, churn, and customer lifetime value. Zoho Billing connects with Stripe, PayPal, Razorpay, and more, supports multiple currencies, and includes PCI DSS-compliant checkout and a self-service customer portal.
Usage-based billing
It provides support for metered, pay-as-you-go, tiered, volume, and prepaid credit models let businesses charge for modern consumption types — inputs, messages, actions, and outcomes.
Automation, AI, and compliance
CPQ turns approved quotes into invoices without re-entry. Workflow automation handles invoice generation, approvals, and event-triggered communications. AI surfaces anomalies, forecasts revenue, and summarizes reports, alongside Zia, a conversational billing agent. GST, VAT, US sales tax, e-invoicing, and localized templates support compliance for global teams.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Arrivy
No
Avalara
No
Box
No
Evoltsoft
No
Freshsuccess
No
Google Analytics
No
Google Drive
No
Microsoft Dynamics 365
Yes
Microsoft Outlook
No
Must ERP
No
Integrations
Arrivy
Yes
Avalara
Yes
Box
Yes
Evoltsoft
Yes
Freshsuccess
Yes
Google Analytics
Yes
Google Drive
Yes
Microsoft Dynamics 365
No
Microsoft Outlook
Yes
Must ERP
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$25 per month
Standard - $25 per organization / per month (billed annually)
Premium - $59 per organization / per month (billed annually)
Enterprise - Custom
Premium - $59 per organization / per month (billed annually)
Enterprise - Custom
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Inogic
Founded
2006
Country
India
Website
www.inogic.com
Vendor Details
Company Name
Zoho
Founded
1996
Country
India
Website
www.zoho.com/billing/
Product Features
Recurring Billing
Customer Portal
No
Deferred Billing
No
Discount Management
No
Dunning Management
No
Invoice History
Yes
Multi-Currency
Yes
Multi-Period Recurring Billing
No
Payment Processing
Yes
Recurring Donations
No
Subscription Billing
Yes
Subscription Management
Cancellation Management
No
Discount / Coupon Management
No
Dunning Management
No
Enrollment Management
No
Product Catalog
No
Recurring Billing
Yes
Revenue Recognition
No
Revenue Recovery Tools
Yes
Self Service Portal
No
Subscription Plan Management
Yes
Tax Management
Yes
Trial Management
No
Usage Tracking/Analytics
Yes
Product Features
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
No
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
No
Invoice History
Yes
Mobile Payments
Yes
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
Yes
Recurring Billing
Customer Portal
Yes
Deferred Billing
Yes
Discount Management
Yes
Dunning Management
Yes
Invoice History
Yes
Multi-Currency
Yes
Multi-Period Recurring Billing
No
Payment Processing
Yes
Recurring Donations
Yes
Subscription Billing
Yes
Subscription Management
Cancellation Management
Yes
Discount / Coupon Management
Yes
Dunning Management
Yes
Enrollment Management
No
Product Catalog
Yes
Recurring Billing
Yes
Revenue Recognition
No
Revenue Recovery Tools
No
Self Service Portal
Yes
Subscription Plan Management
Yes
Tax Management
Yes
Trial Management
Yes
Usage Tracking/Analytics
Yes
