Overview
Client Billing shows the selected client's billing profile, subscription, payment method, invoices, and balance. Standard accounts use the Zoho Billing hub, while Stripe accounts use a Stripe Billing view with subscription and invoice status. Platform Only Stripe accounts also show monthly AI and Data credit usage and credit-pack checkout. After a successful Stripe subscription Checkout, returning to this page reconciles the completed session before loading the subscription overview. Stripe invoice rows now use clear status badges, including Paid, Past Due, Due, Void, Uncollectible, and Draft when those statuses apply. If the selected client is a billing-managed subdeal, the page instead explains that billing is managed by its parent.
How to use this page
Select the client
Pick the client in the top-right switcher. The page loads that client's billing view and keeps billing data scoped to the selected client. A billing-managed subdeal does not show its own billing profile because billing remains with the parent deal.
Identify the billing provider
Stripe accounts show a Stripe Billing badge, subscription status and renewal date; staff also see the Stripe customer identifier. Standard accounts show the Zoho Billing hub with sync metadata, summary cards, billing profile, payment method, subscription, and invoice sections.
Review Stripe subscription and invoices
Review Subscription, Product, Recurring price and Renews in the Stripe summary. These fields appear in two columns on smaller screens and four on wider screens; staff also see a separate Stripe customer row. Each invoice shows its number, date, status and amount. On phones, the amount and View invoice button sit below the invoice details. Select View invoice to open the hosted invoice in a new tab when available. If there are no invoices, the section says so. After successful subscription Checkout, returning here refreshes the completed session before loading the overview.
Review credit usage and buy credit packs
Platform Only Stripe accounts show the current billing period, trial or metering state, AI credits, and Data credits. The Buy credit packs section offers one-time Stripe Checkout top-ups. Select Buy pack to open Stripe Checkout; a successful return refreshes the billing page. Other Stripe accounts do not show this Platform Only credit section.
Update a Zoho billing profile
In the Zoho Billing hub, the Billing Profile section contains editable Display Name, Company Name, Billing Email, Phone, and address fields. Make changes and click Save Changes to write them to Zoho Billing. Stripe accounts do not use this Zoho form.
Review a Zoho payment method
The Zoho Payment Method card shows the saved type, last four digits, bank or gateway name, and expiry date. ACH identifies the Forte bank-account gateway, while Card identifies Authorize.net. Click Update Payment Method to open Zoho's hosted page. Stripe accounts do not show this legacy Zoho payment action.
Review a Zoho subscription
The Zoho Subscription card shows the plan, current term, billing interval, next bill date, and related subscription details when a Zoho subscription is mirrored.
View or pay Zoho invoices
The Zoho Invoice History table lists recent invoices with number, status, date, due date, total, and balance. Click View to open the invoice in Zoho, or Pay on an invoice with a balance due to open Zoho's hosted payment page. Stripe invoices use the Stripe View invoice button instead and have no Zoho Pay action.
What the buttons do
- Billing Profile
- Zoho form with editable Display Name, Company Name, Billing Email, Phone, and address fields.
- Save Changes
- Writes Zoho billing profile edits and refreshes the local mirror.
- Payment Method
- Shows the saved Zoho payment type, last four digits, bank or gateway name, and expiry.
- Update Payment Method
- Opens Zoho's hosted payment method page in a new window. This legacy Zoho control does not appear on the Stripe view.
- View (Zoho invoice)
- Opens the Zoho invoice in a new tab as a hosted invoice view or PDF.
- Pay (Zoho invoice)
- Opens Zoho's hosted payment page for an invoice with a balance due.
- Buy pack
- Starts a one-time Stripe Checkout for an AI or Data credit pack on Platform Only Stripe accounts.
- View invoice (Stripe)
- Opens the hosted Stripe invoice in a new tab. Appears only when Stripe provides an invoice link; on phones, it sits beside the amount below the invoice details.