Switching From Stripe Billing To A Team That Runs It

Your dunning gets tuned instead of left on the defaults. Most failed payments are expired cards, not decisions to leave. Default retry schedules ignore that, so you lose customers who never meant to go anywhere.

Start with a consultation. We look at how you charge today, what is breaking, and where your billing data lives, then confirm whether the standard plan covers it. From there we take access, connect your gateway, build or repair your plans, and test a cycle end to end. If your requirements are bigger than the subscription, we will say so and quote the project.

Managed Zoho Billing is an ongoing subscription where we run your Zoho Billing environment for you. That covers plan and pricing setup, subscription changes, invoice and tax configuration, payment gateway connections, dunning and failed payment recovery, and recurring revenue reporting. Instead of assigning billing admin work to someone in finance who already has a job, you have a team inside your setup handling it month to month.

The plan covers 1 billing organization with up to 1,000 active subscriptions. Within that, we handle plan and price book changes, subscription lifecycle work, invoice and tax configuration, gateway monitoring, dunning and recovery workflows, customer portal setup, integration health, and revenue reporting. Larger pieces of work such as migrating from another billing platform or rebuilding your entire pricing model are scoped and quoted as separate projects.

Yes. You keep your own Zoho Billing subscription and own the account, the customer records, and every plan and invoice inside it. We work in your environment as an administrator. That matters if you ever change providers, because nothing sits behind our accounts and there is no data to negotiate for. We will also advise on which plan tier fits your subscription volume.

Books is your accounting system. Billing is the subscription engine that decides who gets charged, how much, and when, then hands the resulting invoices and payments to accounting. Most companies running recurring revenue need both, connected. We manage that connection so a subscription change flows through to your books without anyone reentering it.

Yes, and migrations are quoted separately from the monthly plan because the effort varies enormously. Moving from Chargebee, Recurly, Stripe Billing, or a homegrown system means recreating plans, importing customers and their subscription state, transferring payment tokens where the gateway allows, and reconciling the first cycle carefully. We will scope it honestly before you commit.

Failed payments run through the dunning workflow we configure for you. That means a retry schedule timed to when cards typically get replaced, reminder emails that read like a business rather than a collections agency, and a grace period before service consequences. We monitor recovery rates and adjust the sequence, because most failed payments are expired cards rather than a decision to leave.

Zoho Billing supports Stripe, PayPal, Authorize.Net, Braintree, GoCardless, and a range of regional processors, plus offline methods like bank transfer and check. We connect and test the ones that fit your markets, confirm refunds and settlements report back correctly, and can run more than one gateway if you bill in several currencies.

Yes. We configure tax rates, product tax categories, exemption handling, and where relevant a tax engine integration such as Avalara. Rules differ by jurisdiction and by what you sell, and they change. We keep the configuration current so your invoices hold up when a customer, an auditor, or your accountant looks closely at them.