What's new in Zoho Subscriptions - October 2016

Carve those pumpkins and dust off those costumes, for October is upon us. Here is the list of the new features that we've been cooking up for you this season.

1. JUST IN - INVITE CLIENTS TO YOUR PORTAL

If you're looking for an easier, faster and smarter way to communicate with your customers, then Client Portal is the answer. With Zoho Subscriptions, you can invite your clients to the portal and allow them to view their subscriptions, invoices, make online payments and also update card information.

Read more on how to enable the portal in our Help Documentation.

2. PRESENTING ZOHO SUBSCRIPTIONS IN FRENCH

Zoho Subscriptions en français. You no longer have to worry about things getting lost in translation, Zoho Subscriptions now supports French. From Bonjour to Au Revoir, from the User Interface to every customer email, from the Hosted Pages to Invoices, experience and express everything in French.

3. HELP YOUR SALES AND FINANCE TEAM COLLABORATE

All your customer details kept under the same roof will make life easier for your sales and finance teams. Sync customer contacts and account information between Zoho CRM and Zoho Subscriptions effortlessly with the integration between them, so that you don't have to enter the same information twice.

You can also keep track of your subscriptions' statuses so that your sales team can monitor expiring contracts that can be renewed. The sales team can view and download invoices in CRM itself thereby eliminating the need to access different applications to get any information.

Click here to know more on Zoho Subscriptions' integration with Zoho CRM.

4. SIMPLIFY CALCULATING TAX WITH AVALARA

Businesses based in Canada can now breathe a little easier, at least when it comes to taxes.
Zoho Subscriptions' integration with Avalara has been simplifying the tax process in the United States and we are also extending it to Canada now!

The tax rates are specific to location and subject to vary from time to time. Keeping track of all the changes is complicated enough but when you want to expand your business to sell to customers from other states as well, complicated doesn't even begin to cover it.

With Avalara AvaTax, you only need your customers' addresses for your tax computation to be automated. It's just that simple!

Learn how to set up the integration here.

5. ACCEPTING PAYMENTS THROUGH EXPRESS CHECKOUT

Make the checkout experience as undemanding as possible for your customers. Express Checkout helps your customers subscribe to your product in as little as three clicks. Express Checkout with Payflow Pro is the latest addition to the payment options for Zoho Subscriptions users, along with cash, credit card, check, ACH/echeck.

6. HAVE CONTROL OVER YOUR PAYMENT OPTIONS

Integrated with Payments Pro or Payflow Pro?
Payments Pro and Payflow Pro offer both credit card and Express Checkout options.

With Zoho Subscriptions, you can now have absolute control over which payment options you want to display in your Hosted Pages. Choose the option that you think will be popular with your customers!

Click here to head over to our Help Document.

7. IMPORT AND EXPORT INVOICES WITH EASE

Zoho Subscriptions allows you to import and export invoices to make sure that you have all the invoices that you need in the same place. If you've just migrated from a different system to Zoho Subscriptions, use the import option to have an updated record of your invoices. Exporting invoices is also made easy with options to export all invoices or those generated for a particular date range.

To know more details, click here.

8. GET NOTIFIED ON BEING PAID ONLINE

Whenever an online payment is received (through ACH, PayPal account or a credit card payment), get notified through an email from Zoho Subscriptions.

Give these features a try and do let us know what you think. Keep an eye on this space for more updates next month!

Cheers,
Muthumeenakshi

• Topic Participants

• Muthumeenakshi Subramanian

  

• 496268234@zohoclosedAccount.com

• Inma

  

• Monnom

• Prithvi Selvaraj

  

• Sticky Posts

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  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

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  Hello from the Zoho Subscriptions team. :)   We’re happy to announce that today marks the launch of a much-awaited feature: creating back-dated subscriptions!   From here on out, whenever you create a new subscription with an activation date that is earlier than the present date, you’ll no longer get an error. Instead, you'll be creating a back-dated subscription. This means that the subscription started at that earlier point in time. The next billing date will be calculated automatically based on

• Announcement Regarding Notification Emails

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• Zoho Subscriptions plugin for WordPress

  Zoho Subscriptions plugin for WordPress allows you to easily embed your plan specific checkout page in an iframe with just a few mouse clicks and without a single line of code. How can WordPress Zoho Subscriptions Plugin boost your productivity? It's now easier to embed Zoho Subscriptions checkout page in your WordPress site. Forget the old method of logging in to Zoho Subscriptions, copying a URL and scripting to make adjustments. All this can be done automatically through this plugin. A great time

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