What's New in Zoho Subscriptions - June 2019

What's New in Zoho Subscriptions - June 2019

Hello Everyone, 

Zoho Subscriptions is feature-packed this June! In the past month, we've worked to provide a better experience while using Zoho Subscriptions for both you and your customers. Here's what's new:

Retain charges for later with Unbilled Charges

You can now retain your customers' subscription related charges instead of invoicing them immediately. The retained charges will be available to review and invoice later. This is applicable for new subscriptions, one-time add-ons and additional charges. Learn more.


Excess Payments for subscriptions with auto-charge

With this update, excess payments that you record for invoices in Zoho Subscriptions will also be applied to subscriptions that are associated with an auto-charge compatible payment method--whereas, previously, excess payments were applied only to online/offline subscriptions without auto-charge and available credit notes. 

Introducing the Zoho Subscriptions - Zoho Analytics integration

This integration will make your data from Zoho Subscriptions available in Zoho Analytics, where you can create custom reports with data from multiple sources; leading to deeper insights into your subscription business. These reports can also be shared or embedded in your own website or web app, which makes it ideal for open startups. 


Bulk payment for invoices

Your customers can pay for all their outstanding balances in a single payment. Whenever you send them an invoice link, a message at the top of the page will show their total outstanding balance along with an option to pay the total amount. 


iDeal support for Stripe

If you've integrated with Stripe, you can use iDeal to collect payments from customers situated in the Netherlands. After enabling this payment method, it will be available for customers whose country is set to Netherlands and currency is set to Euro.


Associate Reporting Tags to drill-down on reports

Your reporting tags from Zoho Books (if integrated) will now be available in Zoho Subscriptions. These reporting tags can be associated with customers, plans and add-ons. For now, you can generate the Sales by Add-on and Sales by Plans reports based on reporting tags. Soon, we'll add the option to customize more reports along with the ability to create reporting tags right from Zoho Subscriptions.


Integrate with PayTabs

PayTabs is a payment gateway that's compatible with 168 currencies and is widely used in GCC countries. It also supports local, GCC-based payment methods such as SADAD, mada, Knet, Oman Net and BENEFIT. The PayTabs integration is currently available in the Saudi Arabia and UAE editions of Zoho Subscriptions. 



We'll be back next month with more feature updates, until then, check out our tips and tricks section, where we make posts about solving specific business scenarios.

We'd love to know what you think of the latest features! Have suggestions? Feedback? Sound off in the comments below.

Cheers,
Varun Steven
The Zoho Subscriptions Team

    • Sticky Posts

    • 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
    • Zoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, and more.

      Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,
    • Zoho Subscriptions wins IDC's 2020 SaaS CSAT Award for Subscription Billing

      Dear customers, We're excited to share that Zoho Subscriptions has won IDC's 2020 SaaS Customer Satisfaction Award! As a team, we cherish each and every milestone with our customer community. And this particular award, focusing on customer satisfaction,
    • Introducing: SMS notifications via Zoho Subscriptions

      Dear customers, We hope you are doing well! We are happy to announce that you can now send SMS notifications to your customers right from Zoho Subscriptions. To facilitate this, we've integrated with Twilio, a leader in the business communication space.
    • What's new this December in Zoho Subscriptions

      The year is almost over and we here at Zoho Subscriptions have released new features and updates on the month of November. Let's take a look at the features we have worked on in the past month. Zendesk Integration The Zoho Subscriptions app for Zendesk allows your customer support executive to access customer details in an instant. You will be able to view the customer information from Zoho Subscriptions right from your ticket view. On enabling the integration, you will be able to: Get your customer
    • Recent Topics

    • Understanding Zoho Contracts

      Effective contract management relies on systems that are structured, organized, and reliable. Every feature, workflow, rule, and restriction in Zoho Contracts are designed the way they are to ensure consistency, compliance, and control across every stage
    • Tip of the Week #76– Automate your inbox during vacation in Zoho TeamInbox

      When you're on vacation or away from your desk, the last thing you want is for important emails to be missed or left unanswered. The good news is, you can easily set up rules in Zoho TeamInbox to assign incoming messages automatically to a teammate who's
    • Domain restriction for User Management actions in Zoho One

      Greetings, Zoho One Admins! To strengthen account security further and safeguard user management settings, we are imposing domain-based restrictions for user account-focused admin actions in Zoho One. In addition to password reset of user, organization
    • Zoho Mail iOS app update: Signature

      Hello everyone! In the latest version(3.1.7) of the Zoho Mail app update, we have brought in support to create, edit and remove signature within the app. You can create signature from the compose screen as well as from within the Settings module(inside
    • Copy paste from word document deletes random spaces

      Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without
    • Desktop app doesn't support notecards created on Android

      Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to
    • Approval Button in Subform

      Hi Team, I’m working on a subform-based requirement where users will submit requests, and these requests must go through approval by multiple team managers. Each line item in the subform needs to be individually approved or declined based on the user's
    • Setting checkbox value on template in Sign from Creator

      Good day, Please help me understand how do I set a tick from a checkbox in Creator into a checkbox on a Sign template. Below is the only values on the Sign template and the code from Creator, "field_boolean_data": {}, "field_date_data": {}, "field_radio_data":
    • Zoho Projects - Unread Comment Icon

      Hi Projects Team, It would be great if there was a notification I con on the comments icon so it's easy to see which tasks have new comments. Something like a red circle with a number of unread comments would be great. Thanks for considering my feed
    • Zoho Projects - Update Feed via API

      Hi Projects Team, Please consider adding an API to allow update and retrieval of messages to the Feed. Thank you
    • Automated log-out/session end

      I'm concerned about security of our data. Is it possible to set an automatic time-out for user sessions on Zoho CRM, after a certain period of inactivity or when the session reaches a certain duration (12 hours perhaps)? 
    • Subform auto populate values

      Hi Team, I’m trying to retrieve values from Zoho People using API functions and dynamically populate them into a subform. For example, I’ve created a form with several fields that users will fill out. Based on their input, I need to fetch records from
    • What is New in CRM Functions?

      What is New in CRM Functions? Hello everyone! We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases. Phase 1 An all new built-in editor for better user experience and ease of use. ETA: In a couple of days.
    • Gantt Chart - Zoho Analytics

      Are there any plans to add Gantt Charts capabilities to Zoho Analytics?
    • WhatsApp Calling Integration via Zoho Desk

      Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional
    • Identify long running sync jobs/tables

      My sync process causes strain on my production database and I'd love some tools/alerts to help me identify which tables are taking the longest. The current screen only shows 3 tables at a time and truncates the last fetch time so that it is very cumbersome
    • Temporarily rate limited due to IP reputation.

      We have suddenly started receiving the following Mail Delivery Status Notification: Diagnostic-Code: 4.7.650 The mail server [136.143.184.12] has been temporarily rate limited due to IP reputation. For e-mail delivery information, see https://aka.ms/postmaster
    • Automatically CC an address using Zoho CRM Email Templates

      Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our
    • Solution to Import PST File into Office 365.

      MailsDaddy OST to Office 365 Migration Tool is an outstanding solution to recover OST files and migrate them into Office 365 without any hassle. Using this software users can multiple OST files into Office 365 with complete data security. It offers users
    • Best-practice setup in Zoho One for managing combined candidate pools and exporting anonymised CVs

      We are new users of the Zoho One bundle and operate a consulting and engineering company. Our workforce model includes a mix of permanent employees, active job applicants, and freelance/independent consultants. All three groups need to be searchable,
    • Associate emails from both primary and secondary contacts to deal

      We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. Thanks
    • New integration: Zoho Sign for Zoho Projects

      Hey there! We’re excited to announce the brand-new Zoho Sign integration for Zoho Projects! With this integration, users can now send documents for signatures, track their progress, and manage approvals—all without leaving Zoho Projects. This bridges
    • Update to attachment display in ticket threads

      This enhancement will provide faster access for support teams and end-users, significantly boosting productivity for everyone. Get ready for a more efficient and satisfying experience! Immediate benefits Faster ticket rendering reduces wait times and
    • Narrative 15: Blueprint - Automate, guide, and transform your support processes

      Behind the scenes of a successful ticketing system: BTS Series Narrative 15: Blueprint - Automate, guide, and transform your support processes Even organizations that deliver quality products and services can face low customer satisfaction when their
    • Different MRP / Pricing for same product but different batches

      We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 
    • Batch/lot # and Storage bin location

      Hi I want to ask for a feature on Zoho inventory I own a warehouse and I've gone through different management software solutions with no luck until I found Zoho, it has been a game changer for my business with up to the minute information, I'm extremely happy with it. It's almost perfect. And I say Almost because the only thing missing for me (and I'm sure I'm not alone) is the need of being able to identify the lot number of my inventory and where it is located in the warehouse. Due to the nature
    • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

      Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 
    • Good news! Calendar in Zoho CRM gets a face lift

      Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
    • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

      Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
    • Writer update results in BitDefender blocking it as malware

      After updating Writer to latest update, Bitdefender blocked the app and writer no longer runs.
    • Zoho One Unified Portal - Applications

      Hello, It is great to see the work on the New Unified Customer Portal. Thanks for that. The number of applications is limited though. It is now only around the Zoho Books ecosystem (Books, Expense...) and Zoho Social. = Are other applications planned
    • Refresh frequency

      Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning but
    • Refund

      My plan expired today, and I updated my payment details with a new credit card. At the same time, I wanted to downgrade, but the system wouldn’t allow the downgrade until the payment details were updated. As a result, I was charged for the same plan before
    • Calling Function via REST API with API Key gives 401 using Zoho Developer

      Hi, I created a couple of functions using the one month trial of Enterprise edition, which I was able to call using the API Key method from Postman and from an external site. Now that my trial has expired, I have created the same functions in the Developer
    • Error due to - 'Internal Exception' when uploading Sign-generated PDF file to workdrive via Deluge in Zoho CRM

      Hi I wasnt getting this error a few days ago and my code had not changed, so I'm wondering if there's a Zoho bug somewhere? I am downloading a PDF file from a Zoho Sign url using invokeurl and then uploading it to a Workdrive folder using zoho.workdrive.uploadFile.
    • Embed CRM record images in email templates

      I have email templates that I want to embed dynamic images in their body - not as an attachment. For the context, the image is a QR code individual to each contact. So there are couple of challenges for which I think there is no solution in CRM: 1/ I
    • Assign multiple departments to multiple helpcenters

      Hi there! I have a reseller company for a software and I'm using Zoho Desk as my helpcenter and ticket management system. The software is great and I would like to make a suggestion! With multi-branding activated, your departments that visible in help
    • Zoho Desk Training

      Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?
    • Edit default "We are here to help you" text in chat SalesIQ widget

      Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!
    • PO Based Advance payment to Vendor

      We recommend to introduce a provision at PO to make advance payment to vendors and auto apply that advance paid later at the time of Vendor Bill submission for that PO. This will help us track PO-wise Total Payments.
    • Next Page