Overview
Client Billing (Settings) shows the full billing profile for the selected client: subscription details, payment method, invoice history, and a billable profile you can edit. Data syncs from Zoho Billing (or Stripe, depending on the client's billing provider). Use it to review charges, update the billing contact info, and handle payments.
How to use this page
Select the client
Pick the client in the top-right switcher to view their billing. The page loads billing data synced from Zoho Billing (or Stripe).
Check the subscription and balance at a glance
The stat grid shows four summary cards: Current Package (plan name), Subscription Status (active, trial, etc.), Next Billing (amount and date), and Outstanding Balance (total due plus any credits).
Update billing profile information
The Billing Profile section contains editable fields for Display Name, Company Name, Billing Email, Phone, and address (Street, City, State, Zip). Make changes and click Save Changes to write them to Zoho Billing.
Review the payment method
The Payment Method card shows the saved payment type (labeled ACH for Forte gateway or Card for Authorize.net), the last four digits, bank name or gateway, and expiry date. Click Update Payment Method to open Zoho's hosted page to change the method.
Review subscription details
The Subscription card shows the Plan name, current Term (start-to-end dates), billing Interval (e.g. monthly), and Next bill date.
View and pay invoices
The Invoice History table lists recent Zoho invoices with Invoice number, Status (badge: paid, overdue, sent, etc.), Date, Due date, Total, and Balance. Click View to open the invoice in Zoho, or Pay on any invoice with a balance due to open Zoho's hosted payment page.
What the buttons do
- Billing Profile
- Editable form section with fields for Display Name, Company Name, Billing Email, Phone, and address. Changes save to Zoho Billing.
- Save Changes
- Writes the billing profile edits to Zoho Billing and refreshes the local mirror.
- Payment Method
- Shows the saved payment type (ACH for Forte, Card for Authorize.net), last four digits, bank/gateway name, and expiry. Links to Zoho's hosted page to update.
- Update Payment Method
- Opens Zoho's hosted payment method page in a new window to change the card or bank account on file.
- View (invoice)
- Opens the Zoho invoice in a new tab as a PDF or hosted invoice view.
- Pay (invoice)
- Opens Zoho's hosted payment page for that specific invoice to make a payment against the balance.