Tip #10 : Customizing the checkout page for your billing needs
Hello everyone,
We've been sharing a tip every week to address specific business scenarios which can be implemented for your subscription business. Last week, we shared a tip about the different ways of creating a subscription for your customers. This week we will be looking at how you can customize the checkout page for your billing needs.
Hosted Payment pages allow you to collect the personal and payment information from your customers. For any subscription business, say a box-type business (or) a SaaS business (or) a membership business, the hosted payment page can be used as a checkout/signup page. Your customers can choose the product or service of their choice and pay for them through the hosted payment page.
The hosted payment pages are PCI-compliant by default and they are highly secure, complying with all security standards. Hence, by deploying the hosted payment page, you don't have to worry about PCI compliance.
Setting up a hosted payment page:
The hosted payment pages are PCI-compliant by default and they are highly secure, complying with all security standards. Hence, by deploying the hosted payment page, you don't have to worry about PCI compliance.
Setting up a hosted payment page:
The Hosted Payment page URL will be generated whenever a new plan is created in Zoho Subscriptions and you can use that URL to embed the payment page in your website. There would be two major requirements while using the hosted payment page;
1. Maintaining the brand consistency on the Hosted Payment page.
2. Customizing the pricing information.
2. Customizing the pricing information.
Now, let's see how you can maintain the brand consistency and customize the pricing information in Zoho Subscriptions.
1) Mainitaining the brand consistency on the Payment page
You can add your company logo to appear at the top of the hosted payment page, which reflects better that the payment page is designed exclusively for your business.
Besides, you could also set a theme, sent the font color & size and change the text fields' label & size to reflect the mood of your business.
At times, there may be a need to collect additional information from the customers that your business may require. You can collect such information with the help of custom fields in Zoho Subscriptions. As of now, the hosted payment page supports custom fields of type Dropdown, Text, Email, Decimal, Percentage, Phone, Number, URL, Amount and Date. To know more, click here.
You can add your company logo to appear at the top of the hosted payment page, which reflects better that the payment page is designed exclusively for your business.
Besides, you could also set a theme, sent the font color & size and change the text fields' label & size to reflect the mood of your business.
At times, there may be a need to collect additional information from the customers that your business may require. You can collect such information with the help of custom fields in Zoho Subscriptions. As of now, the hosted payment page supports custom fields of type Dropdown, Text, Email, Decimal, Percentage, Phone, Number, URL, Amount and Date. To know more, click here.
2) Customizing the Pricing information:
Customizing the pricing information is another important requirement. The customization can involve changing the properties related to a plan such as changing the plan's base price, modifying the number billing cycles, changing the plan's recurrence frequency, choosing a custom start date for the subscription and so on.
In such cases, you can use our API Hosted pages to provide us with the customized information relating to the plan, and we will provide you with a unique payment URL which you can load for your customer. The unique payment URL will handle the payment processing for your business.
To understand this better, we have explained a few frequently asked scenarios below.
i) Generate a Pricing Table for your website
The majority of the subscription businesses will have their own website that lists their products (or) services. These websites will have a detailed pricing page where the customers can select a plan as per their requirements and check out instantly. To help you with the process, Zoho Subscriptions provides you with the Embed Widget feature.
You can learn more about this use-case over this link , where we have explained it with a demo.
ii) Tax Integrated Checkout - Apply tax based on the customer's region:
In some businesses, there is a scenario where the tax is applied based on the user's region. For such cases, you have to gather information regarding the customer's region with the help of an online form in your website and decide the appropriate tax depending on the region. Once the tax information is gathered, you can use the API Hosted Page (by sending the appropriate tax information) to generate a unique payment URL with the appropriate tax applied on the plan's price.
You can use the online form builders for this purpose to collect information from the customer. View this post on how to integrate online form builders with Zoho Subscriptions. For this scenario, we have created a demo where we used Zoho Creator as our form builder to create a form wherein the customer can select his region and then proceed to checkout. Depending on the selected region, the tax will be applied for the customer. You can view this demo in this link .
iii) Future Date Checkout - Choose the start date depending on customer:
For certain businesses, it generally takes two to three days for the shipment to reach the customer. In such cases, instead of billing the customer immediately from the date when he/she checks out, you can start the subscription a little late depending on your shipping date. In order to do this, you can use the API Hosted page by providing a suitable start date for the subscription and load the customized payment URL which is obtained.
By doing so, the subscription will be created in Future state and the customer will be billed on the provided start date. To know more about this use case, you can view the demo here which we have created to explain this scenario.
You can learn more about this use-case over this link , where we have explained it with a demo.
i) Generate a Pricing Table for your website
The majority of the subscription businesses will have their own website that lists their products (or) services. These websites will have a detailed pricing page where the customers can select a plan as per their requirements and check out instantly. To help you with the process, Zoho Subscriptions provides you with the Embed Widget feature.
You can learn more about this use-case over this link , where we have explained it with a demo.
ii) Tax Integrated Checkout - Apply tax based on the customer's region:
In some businesses, there is a scenario where the tax is applied based on the user's region. For such cases, you have to gather information regarding the customer's region with the help of an online form in your website and decide the appropriate tax depending on the region. Once the tax information is gathered, you can use the API Hosted Page (by sending the appropriate tax information) to generate a unique payment URL with the appropriate tax applied on the plan's price.
You can use the online form builders for this purpose to collect information from the customer. View this post on how to integrate online form builders with Zoho Subscriptions. For this scenario, we have created a demo where we used Zoho Creator as our form builder to create a form wherein the customer can select his region and then proceed to checkout. Depending on the selected region, the tax will be applied for the customer. You can view this demo in this link .
iii) Future Date Checkout - Choose the start date depending on customer:
For certain businesses, it generally takes two to three days for the shipment to reach the customer. In such cases, instead of billing the customer immediately from the date when he/she checks out, you can start the subscription a little late depending on your shipping date. In order to do this, you can use the API Hosted page by providing a suitable start date for the subscription and load the customized payment URL which is obtained.
By doing so, the subscription will be created in Future state and the customer will be billed on the provided start date. To know more about this use case, you can view the demo here which we have created to explain this scenario.
You can learn more about this use-case over this link , where we have explained it with a demo.
Found this useful? Try it out for your subscription business and let us know. If you have any queries, feel free to comment below. We are here to answer them.
Cheers,
Sasidaran K,
The Zoho Subscriptions Team.
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Sasidaran Kumar
Sticky Posts
Tip #4 : Refer and Earn Workflow system for your Subscription Business
Hello everyone, We've been coming up with a tip every week to address specific business scenarios which can be implemented for your business. In continuation to the previous post, this week we will be seeing about how you can implement the Refer and Earn Workflow system to acquire more customers. Why are Referrals important? Customer Acquisition is crucial for any business to sustain itself in a constantly evolving market. It involves persuading new consumers to purchase your products. CustomersTip #2 - Cancellation of Offline Subscriptions based on the Expected Payment Date
Hello everyone, As you all know, we are coming up with a custom function workflow every week to address specific business scenarios. In continuation of this previous blog, this week we will be seeing about Cancellation of Offline Subscriptions based on the Expected Payment Date. Business Scenario: In general, for any business, the customers make payments via online as well as offline. In case of subscription where the automatic collection of charge is enabled (aka online subscription), the customer'sTip #3 : Send SMS Reminders for your Subscription Business
Hello everyone, As you all know, we are coming up with a tip every week to address specific business scenarios. In continuation to the previous blog, this week we will be seeing how you can use SMS reminders for your Subscription Business. Using SMS messages for your Subscription Business: While managing your subscription business, more often than not, you need to keep your customers informed about upcoming renewals, payment reminders and cancellations. By keeping them informed in advance, you canTips And Tricks - Announcement
Hello everyone, Every business is unique and each of them follows a specific workflow. While managing your customers' subscriptions with Zoho, you might have some needs unique to your business. Custom Functions helps you address such needs. This is a start to a series of posts, where we will be coming up with a custom function workflow every week that addresses specific business scenarios. Watch this space for further updates! Also, if you have any specific business scenario which needs to be addressed,Tip #6 : Accessing external URLs from Zoho Subscriptions
Hello everyone, We have been sharing a tip every week to address specific business scenarios which you can implement for your subscription business. Last week, we shared a tip about implementing the Approval Workflow system. This week, let's look at how you can access external URLs with the help of Custom Link. Business Scenario: Every business functions differently and has its unique requirements. At times, businesses might want to access other websites or applications by appending specific information
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Different form submission results for submitter and internal users
I'm looking for suggestions on how to show an external submitter a few results while sending internal users all the results from the answers provided by the external user. The final page of our form has a section with detailed results and a section withHelp Desk Services Solution
I am here looking for Help Desk services solution for organization. I also searched this on many different website and found many solutions. We are bit confused to which one to choose. One of my friend suggest me this platform, and i am hoping i willFacing Issues with Sites Mobile font sizes
my page renediaz.com is facing issues mobile view, when i try to lower font sizes in home page, instead of changing the size, it changes the line spaceRemove 'This is an automated mail from Zoho Sign' in footer
Hi there, Is it possible to remove or change the text under the e-mail templates? I can't figure out how to do that: Would love to hear from you. Kind regards, TristanFormatting and slow
Creating campaigns are difficult. I'm fairly computer literate but some of the way Zoho Campaigns formatting works is painful. Images fail to upload or are very slow. To top it off, syncing the contacts is a pain as well as temperamental links to create Segments. At this rate I'm afraid we might need to migrate back to Mailchimp.Default Ticket View - Table?
Guys, We mostly use the table view to queue tickets. Maybe I am missing it - but how can I set that view as 'default" for all our agents? Thanks JVBoost your Zoho Desk's performance by archiving tickets!
The longer your help desk operations are, the more likely it is to accumulate tickets that are no longer relevant. For example, ticket records from a year ago are typically less relevant than currently open tickets. Such old tickets may eventually leadPaste emails to create segment
We are moving over from Mailchimp to ZOHO. However Mailchimp allows me to create a segment by pasting in emails from excel (or importing a .csv) can I do the same in Mailchimp?COQL API in JS Widget only pulling 200 records
Hello! We've been building a custom homepage widget using the Zoho JS SDK, and it seems that this https://help.zwidgets.com/help/latest/ZOHO.CRM.API.html#.coql only allows 200 records. I thought the limit was 2000 for COQL queries, but am I mistaken?Getting the Record ID of a form once it is submitted - so that form can be edited later
In Zoho Forms, where can I access the record ID of a form once the form is submitted? - Record ID is not available in webhook payloads - It is not available to form fields, including in formulas - It is not available as a parameter in a thankyou pageAuto-Generate Line Numbers in Item Table Using HTML & CSS Counters (Zoho Books & Zoho Inventory Custom Templates)
<div> <style> /* Start counter from 0 inside tbody */ tbody#lineitem { counter-reset: rowNumber; } /* Increment counter for each row */ tbody#lineitem tr { counter-increment: rowNumber; } /* Show counter value in first column */ tbody#lineitem tr td:first-child::beforePossible to define default font and size in Zoho Campaigns?
Is it possible to define a default font (font, size and colour) for the text, H1 and H2 in Zoho Campaigns? For example: In a campaign, I add a text block, and the text is automatically century gothic, size 11, grey (6f6f6e) by default? Thank you!Zoho Sites - General Feedback
Hi Everyone-- Quick question for discussion: is it me or is working with Zoho Sites like entering the Twilight Zone? I've built many sites over the years, but this platform seems impossible. I've spent an entire day and a half trying to get a simple one-colorFile Upload field not showing in workflow
Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?You cannot send this email campaign as it doesn't have any eligible contacts in the selected mailing list. You can try adding contacts or choose other mailing lists.
please helpStrengthening the capabilities of CommandCenter in Zoho CRM Plus
When you look at the prospect-to-customer journey in most businesses 10 to 15 years ago, it was relatively straightforward. Many of us remember walking into a store, sharing our requirements with a sales associate, reviewing a few options, and makingWorld date & time format
Hello, Is there a timeline to get the worldwide used date and time format ? I mean not the american one... I mean day month year, and 24 hours clock. RegardsHow can Data Enrichment be automatically triggered when a new Lead is created in Zoho CRM?
Hi, I have a pipeline where a Lead is created automatically through the Zoho API and I've been trying to look for a way to automatically apply Data Enrichment on this created lead. 1) I did not find any way to do this through the Zoho API; it seems likeAnnouncing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.
Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,Any recommendations for Australian Telephony Integration providers?
HI, I am looking for some advice on phone providers as we are looking to upgrade our phone system, does anybody have experience with any of the Australian providers that integrate with CRM Telephony? So far we are looking at RingCentral and Amazon Connect, and would love to hear feedback on any of the other providers you might have tried. Thank youCRM Cadences recognise auto-responses
I have leads in a Cadence. I get an auto-responder reply "I'm out of the office..." Normally Cadences seems to know that isn't a real reply and keeps the lead enrolled in the cadence. However, today, Cadences has UNENROLLED a Lead who sent an auto-reponseZoho Campaigns Workspaces
Hi, I’m currently working on a Zoho CRM + Zoho Campaigns setup for a franchisee-based organization, where each franchise must only see and use its own contacts. At the moment, franchisees cannot properly access their contact lists in Zoho Campaigns unlessLimited System because of Limited Number of Fields for Car Dealership
Dear Zoho Support, we want to have all the information about a car inside of a car record. We want to have Zoho CRM as our single source of truth for our data, but the limited number of fields are not allowing that. The data consist of: technical dataAutomatically Update Form Attachment Service with Newly added Fields
Hi, When I have a Form Setup and connected to a 3rd Party Service such as OneDrive for Form Attachments, when I later add a new Upload Field I have to remove and redo the entire 3rd Party Setup from scratch. This needs to be improved, such as when newZoho CRM for Everyone's NextGen UI Gets an Upgrade
Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everythingNewsletter in multiple languages
Hi We are planning on starting to use Zoho Campaigns for our newsletters. Since we send our newsletters in three languages, I would need the "unsubscribe page" and other pages related to the NL (Thank you page and so on) to be available in different languagesFixed assets in Zoho One?
Hi, We use Zoho Books and have the fixed asset option in it. I started a trial for Zoho One and I do not see that as an option. Is the books that is part of zoho one equivalent to Zoho Books Elite subscription or is it a lesser version? Thanks, MattSet Default Status of Assembly to "Assembled" When Entered in UI
I've just discovered the new "confirmed" status of Assemblies within Inventory. While I understand the intent of this (allowing for manufacturing planning and raw material stock allocation), it was initially confusing to me when manually entering someI need to Record Vatable amount and non vatable amount separately in zoho books in a single line
I need to Record Vatable amount and non vatable amount separately in zoho books in a single line give me the customisation option and in invoice copy to customer the total amount should be inclusive 5%vat and no need to show the vatable and non vatableSort Legend & stacked bar chart by value
I'd love to see an option added to sort the legend of graphs by the value that is being represented. This way the items with the largest value in the graph are displayed top down in the legend. For example, let's say I have a large sales team and I createScanned Doc - selecting Item overwrites Rate
I have a Vendor Invoice which was uploaded to Documents. I select Add To > New Bill. The OCR is actually quite good, but it is reading an Item Description instead of an Item Number. I remove the description and select the correct Item Number... and itTimesheet invalid data error
Getting the "Invalid Date" error when trying to add a time sheet to an appointment in a work order. I initially though the work order was corrupt or something so I deleted the work order and recreated it. I added the first time sheet to the AP and savedConvert invoice from zoho to xml with all details
How to convert an Invoice to XML format with all detailsAny update on adding New Customer Payment Providers who support in store terminal devices?
Currently there is only one Customer payment provider listed for terminal devices in USA- Everyware. They charge a monthly fee of almost $149 minimum. Will you add other providers - like Zoho Payments or Stripe or Worldpay that would allow integratedDealing With One-Time Customers on Zoho Books
Hello there! I am trying to figure out a way to handle One-Time customers without having to create multiple accounts for every single one on Zoho Books. I understand that I can create a placeholder account called "Walk-In Customer", for example, but ICustomizing Helpcenter texts
I’m customizing the Zoho Desk Help Center and I’d like to change the wording of the standard widgets – for example, the text in the “Submit Ticket” banner that appears in the footer, or other built-in widget labels and messages. So far, I haven’t foundPassing the image/file uploaded in form to openai api
I'm trying to use the OpenAI's new vision feature where we can send image through Api. What I want is the user to upload an image in the form and send this image to OpenAI. But I can't access this image properly in deluge script. There are also some constraints"Temporary" Field Value?
I have a custom action in Form A report Detail View that passes the Rec ID and updates a Temp Record ID lookup field in the Form B record via openURL (and opens the Form B report in popup) . The updated Temp Record ID field value in Form B is then usedFile Upload field automatically replaces spaces with underscores – support experience
Hi everyone, I want to share my recent experience regarding the File Upload field behavior in Zoho Creator and my interaction with the Zoho support team. When a user uploads a file, the system automatically renames the document by replacing spaces inWe Asked, Zoho Delivered: The New Early Access Program is Here
For years, the Zoho Creator community has requested a more transparent and participatory approach to beta testing and feature previews. Today, I'm thrilled to highlight that Zoho has delivered exactly what we asked for with the launch of the Early AccessNext Page