A plan in Zoho Billing is a pricing template that specifies the core elements of a subscription: the product or service being offered, the price, the billing interval (monthly, quarterly, annually), and any included features or usage limits. When a customer subscribes, they are placed on a specific plan, and Zoho Billing uses that plan’s configuration to generate invoices and manage the subscription lifecycle automatically.
Plans are created in the Zoho Billing product catalogue. Each plan belongs to a product or product family and can have multiple pricing variants, for example, a monthly plan and an annual plan for the same service. Plan names appear on invoices and in the customer portal, so clear, descriptive names improve the customer experience at billing time.
When a customer wants to change their subscription tier, Zoho Billing handles the plan change by calculating any proration owed for the remaining period on the current plan and adjusting future invoices to reflect the new plan’s price. The change can be applied immediately or at the next renewal, depending on the business policy configured in Zoho Billing.
Yes. Zoho Billing supports multiple plans per product, allowing you to offer different pricing tiers (Basic, Professional, Enterprise) or billing intervals (monthly vs. annual) for the same product. Customers can move between plans as their needs evolve, with Zoho Billing managing the proration and invoice adjustments automatically.
Yes. Zoho Billing supports multi-currency plans, allowing you to create plan variants priced in different currencies for different markets. You can set distinct prices for each currency rather than relying on automatic conversion, ensuring you can offer market-appropriate pricing in each region where you sell.
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