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How to create a free plan in Zoho Billing?

You can create a free plan in Zoho Billing to minimize churn and to increase the change of reconversion rather than direct cancellation. To create a free plan in Zoho Billing,

  • Go to Product Catalog.
  • Select Plans.
  • Click +New to add a new plan.
  • Enter the necessary details and ensure that the Rate for the plan is set as 0.
  • Click Save.

You can now set up dunning failure preference to move the subscription to the free plan after the trial and when the payment fails.

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