Email templates: Portal Invite & Password Reset
I'd like to customize the content for the portal access and password reset emails. However, neither of those are listed in the Email Notifications area in Settings. Can they be edited?
Introducing Invoice Consolidation for Offline Subscriptions
Hello Folks, Glad to announce the feature of Invoice Consolidation for Offline Subscriptions. If you are having multiple subscriptions for your customers, now, you can send a single consolidated invoice for all the Offline Subscriptions that are getting renewed on the same date. Advantage? Customers will be receiving single invoice instead of multiple invoices upon renewal. Also reduces your efforts in follow-up with your customers for payment collections. For Example: If Customer has Subscription
Zoho Subscriptions Email Signature not appearing in emails
Hi, I am struggling to make the Email Signature in Zoho Subscriptions emails appear in the confirmation emails. I ha I am using the feature below: The signature is saved in the "Edit Signature" pop-up but none of the confirmation emails actually contain
Zoho billing deluge fetching and updating customer
Hello, I am trying to update a customer's details in billing from creator using deluge and i wanted to inquire if there's a way to update the customer's details by using the customer's email or phone number used in billing or creator instead of using
What's New in Zoho Billing - February 2024
Hello everyone, We are excited to share the first set of updates for Zoho Billing in 2024. Read along to know more about a wide range of updates, from the Aging Summary in customer statements to Apple Pay support in Stripe. One-Time Invoice with Plans
Minimum units per Subscription
What's the best way to set a minimum number of units per subscription plan? Specifically for use via a hosted payment page. Example: - Plan 'Standard' needs a minimum of 4 units before checking out - Plan 'Professional' needs a minimum of 10 units before
How To Invoice Immediately for Future Subscription
Hi, When a new subscription is created that has a future start date, Zoho Subscriptions does not invoice the customer until the start date of the subscription. Is there a way to immediately invoice the customer as soon as the subscription is created,
issue invoice for future subscription
Hi, I selected the invoice at the date of subscription from the setting (since the alternative is to pre-set a date of a month) which is not my case. So, my question : Some times I need to create a subscription that will start at a future date but I need
Zoho billing API by deluge
I am creating new function to update subscription activate date. And I got this error message for now. "For security reasons you have been blocked for some time as you have exceeded the maximum number of requests per minute." How long does this message
Prices List in Zoho Subscription API
Hello, I see that the Zoho Subscription supports the Prices List, but I don't see any documentation or API support for this. Could you please check to see if the Prices List can support API or provide a link to documentation? Thanks
'Pay Now' link in e-mail not working
Hi, I have a trial subscription to Zoho One and I'm using Billing to try if it will work for my company. I love the features it offers, however stumbled upon a problem. When I send out an e-mail with an invoice, the 'Pay Now' link directs me to the home
Zoho Billing
On the Zoho Billing Dashboard, there is a widget that says Subscriptions with a number. When you click subscriptions, it takes you to a report that is titled Customers, with the same number. Is this subs or customers? If you do a total of Active Subscriptions
Plan price change does not reflect existing subscriptions
Hi, I have encountered an issue with our Zoho Subscriptions setup where if I change the price of a plan for our product, e.g from $2 to $5, the price increase does not update on the existing subscriptions. This is important as, although price changes
Multiple Subscriptions vs Add Ons
I am hoping to get some feedback on best route to set up subscriptions, along with the pros/cons of each. Our pricing is generally an a la carte menu selection – for example, a client will choose a mix of products A, B, C, or D. What are the pros/cons
Automate Credit Card Surcharge
Is there a way to create an automation that will add a 3.0% credit card surcharge to a subscription whenever a customer pays via credit card?
Send Invoice \ Estimate Via WhatsApp
Has anyone figure a way to send invoices and estimate using WhatsApp from the computer not a cell phone. There is a post in the forum but when i called support they tell me its not possible. Thanks Rudy
Price indexation (inflation)
Hi, in our contracts we have a provision that during the term of the contract we can increase the price annually with CPI (say 3%). Is there a way to update an existing subscription and say price will be example: 102 instead of 100 starting march 1st..
Quoting for Subscriptions
I was wondering if Zoho Invoices' Estimate functionality can enable me to quote for an upfront price and a recurring monthly price (subscriptions) and have both upfront and recurring prices totalled individually at the bottom? We are a business that sells licensing at a upfront cost and offer a subscription plans and therefore we need to have a quoting system that will enble us to quote both and show totals of both. please advise. Thanks Tony
Quotes and Invoices
Hello we are new to Zoho and were told that custom quote functionality is being developed and would be made available to Zoho Billing soon. What we are looking for is for our sales reps to create custom quotes for our potential customers, apply what ever
Zoho Subscriptions and Books Integration
Hi I want to be able to create an estimate which can be sent to the customer and then once approved, convereted to a subscription. What i can see, it says the integration between books and subscriptions is "seemless" but i cannot find where to be able
How to sync username and password when client sub zohosub, then create that same user and pass into my website?
Hello, I have questions. Thank you in advance if you can help point me in the right direction. My website is built using wordpress+woocommerce. Earlier we sell subscriptions via woocommerce as a 'product' so when ppl buy that product = they buy sub and
Custom Service with OAuth2 and client credentials
We are trying to add a custom service in Zoho Billing (Subscriptions). The custom services uses OAuth2 with client credentials. The setup in the Zoho UI is easy, but when we create and connect a connection for the service we only get "Connection Authentication
Ability to Clone, Copy, Duplicate a Subscription
Hello, our subscriptions have many add on items all of which contain different quantities of those add ons for each different customer. It takes a lot of time to create each new subscription by adding all of the add on items one by one. It would be more
Mutual exclusive Subscription addons
Hi, I'm looking for a way to set up mutually exclusive addons for subscription plans. Is this possible to do directly? If not, is there a workaround or recommended way to make sure certain combinations of addons can't be booked simultaneously? Thank
Please Allow CUSTOM SUBSCRIPTION FIELDS as PLACEHOLDERS in EMAILS
I have customized the email notification that is automatically sent to my customers when they enter into a new subscription. However, the placeholders available for customizing the content of the email are too limited for my customers' needs. I just
Zoho Billing in 2023: A Year of Evolution
Mapping Zoho Subscription Plans and Products to CRM and Books
We have products that are one time products and subscription products. 1) We would like to have the ability to create an opportunity in CRM that includes both one-time charge products and subscription products. Currently the only way of creating a subscription product is by defining a "Product->Plan" hierarchy in Zoho Subscription. It appears that the only SYNC between Subscription and CRM is around contacts and the Product->Plan hierarchy doesn't sync to CRM, thus, you would need a duplicate
Documentation on new Hosted Payment Pages
Where is the documentation on the new hosted payment pages. The document in the user guide seems to still have the old info. Looking for info on the email verification feature and to see if we are able to yet save address info to our systems with the
What's New in Zoho Billing - November 2023
Hello everyone, This month's updates add more flexibility to collecting payments, along with improvements to reports and custom fields. Let's dive in! Add Payment Methods from the Customer Portal Make the payment process more convenient for your customers
Custom Field for Subscription
Hi, I can't find a way to add a custom field (to contain a license key generated from our software) against a subscription? Is the only place to add this information in the Invoice module (as custom field for invoice)? When a customer views his subscription via the customer portal, there appears no way to display a license key for them? The invoice is not the natural place to store a license key for a particular subscription, so where else can this be stored and displayed?
Zoho Billing: The all-new end-to-end billing solution for SMEs
We introduced Zoho Subscriptions in 2014 when a significant number of industries like SaaS and entertainment were embracing the subscription model. Zoho Subscriptions helped businesses manage their recurring billing, handle customers' subscriptions, and
API CANNOT ACCESS HIDDEN CUSTOM FIELDS???
Please allow us to GET/PUT values for custom item fields via API, even when those fields are hidden from user's view. I have some custom item fields that are used exclusively by custom functions/API's. I never want users to see these API fields because
"Add One Time Addon" —PLEASE ALLOW PAYMENT METHOD OPTION
Please allow us to select different payment methods whenever a customer wishes to purchase a "one-time addon". We are kind of a unique business in that the subscription products we offer are for physical items —we rent musical instruments. We also sell
MORE SHOW/HIDE OPTIONS FOR CUSTOM FIELDS
Please allow us to show or hide specific custom fields depending on the user's role and the context. We've got a lot of custom fields. Some of them are for users to use when creating subscriptions/invoices/etc., but others are used exclusively by custom
Address Verification Settings
I think I have encountered a potential bug with the "Address Verification Settings". On my Zoho Billing organization, changing this setting only has an effect on the 'Default' Hosted Page Template. Any templates that I have created, the address fields
Can a subscription have more than one plan?
Hello, We have two licensing components (plans) to our solution and some customers will be using both. We would like to bill the customer for both components in the same invoice. Is this possible?
Zoho Billing Customer Portal Page
We use Zoho Billing for our Saas software. We have many clients that have multiple subscriptions, some over 200. When these people get to their customer portal, this is what they see: How am I as a customer to know which one of these subscriptions is
Any way to Create Customer facing Custom Buttons within Subscriptions in the Customer Portal?
In Zoho Subscriptions, we can create custom buttons and allow our staff to interact with those custom buttons. Is there any way or any plans to allow a custom button to be assigned to the customer so that the customer can click it from within the customer
What's New in Zoho Billing - October 2023
Hello everyone, This month's updates bring a bunch of new features to Zoho Billing (previously Zoho Subscriptions), including branch support for Hosted Payment Pages, introduction of recurring payments via Stripe in India and Correction Invoices for Germany.
Plan Custom Fields
Hello Again, We have a need to show plans depending on size and revenue of a company. We will not be showing all plans as default. Is there a facility to maintain such logic within Zoho so we can grab plans that are appropriate to display on our web end?
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