Linking items from books and subscription
Linking books and subscription It is a pity that it is not possible to associate with a product an article present in ZohoBooks This would make it possible to manage products composed of a nomenclature of articles of books
change subscription within customer portal
Would be great for the customer to be able to change their own subscription (or restart existing one) within the customer portal. Also, would like to be able to have early termination fee on subscriptions if canceled early.
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
Discount Per Line Item
We are a phone company. Sometimes, when we sign up customers, our sales team would like to provide recurring discounts on certain addons. Presently, we have no way of doing this so when we provide discounts, we are forced to simply reduce the price of the addon. This is not ideal, however, as it does not show anywhere on the invoice that a discount has been applied for that line item. There are two possible solutions to allow line item discounts: 1) Allow users to enter a negative amount for plans/addons.
Feature Request: Customise module visibility in Zoho Billing / Subscriptions portal (without affecting Zoho Books portal)
If you are using Zoho Books for your day to day invoicing and Zoho Billing to manage your customer's subscriptions, you will notice that users of the Subscriptions customer portal can see unrelated modules such as Estimates and Sales Orders if they are
Save embed widget personalizations
Ok, Zoho, Great work on providing PRICING TABLES via the embed widget. Thanks so much. This changed the game for me Only one slight problem....I can't seem to save my widget settings. I'm still building my products and plans but I'm testing how they
Link Customer with his Subscriptions
Hi, We use Zoho books and Zoho Subscriptions and it is very annoying when you are on a client on books and you have to go to search the same client in subscriptions to find his profile. I guess that it will be very easy to add a hyperlink to his Subscription profile so we can see his subscriptions without opening and searching. Even better if you add a section bellow "other details" witch will hyperlink all his active subscriptions. I think that it will increase the value of the books-subscription
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
Remove limit of add-ons per subscription
Hello, ok here's a bit of context : We sell a B2B solution hosted on a single platform with 7 different modules within the platform. Given the current functionalities of Subscriptions, our best option to document our client's subscription was to create
Hide/Show Certain Fields When Creating/Editing Subscriptions
Hello there, I would like the ability to hide or show certain fields for different employees/roles in my company when they are creating or editing subscriptions. Most of the time, we don't use half of the fields shown on the create/edit subscription page.
Square Payments for Subscriptions
I'd love to be able to use Square Payments for Subscriptions with my customers. I already use it for Zoho Books Please have this considered. It would really help my business
Feature request: Bulk void/delete invoice in one go for specific customer/subscription of the customer
Hi Team If Customer C, has Subscription S and have 20 invoices one wants to void, it is tedious task. Easy way is to have small checkbox (multi select) for selecting multiple invoices and void them in one go. (Same can be applied to Delete invoices and/or mark it open). Thanks.
Stripe ACH payment support
Would love to see Zoho Books integrate Stripe ACH payments. Any chance on this happening? The only two processors that Zoho allows ACH payments through are Authorize.NET and Forte, and both require a monthly fee, whereas Stripe does not. With Quickbooks
Using Items from Books as product/plan Add-Ons
Hey, It'll be great to use Items from Books as product/plan Add-Ons. Ed
Integration with Zoho Desk
Would be nice to be able to see the active customer subscription directly in Zoho Desk. It seems like the integration is available to do that with Zendesk, but not Zoho Desk, which seems unfair.
Automatic login options for customer portal
The customer portal is nice for zoho subscriptions, but there are no options to automatically login to it, so if a user is logged into their account inside of my product, I can't create a link that will let them login to their dashboard. Could we have an option to do this using the APi or something similar?
Coupon Management Lacks functionality
Hey Zoho Team, Let me start of by saying I'm a huge fan of the entire Zoho suite. I have a couple of thoughts about the way coupons are handled and believe there they are in need of some improvement. There are a couple of key issues: 1. Coupons need to be unique for each product: I am not sure what the logic on this is but it makes it difficult to implement promos that are global. For instance I would like to run a promo campaign where I offer $20.00 off any of my products. With the current
Add-on One-time Setup Fee Field
Our company is planning on using Zoho subscriptions moving forward however we noticed that the Add-on option doesn't offer a one-time setup field. It appears this is a stand option for products but not in the Add-on setup page. I called support and they suggested I create an additional unique one-time setup fee Add-on for each Add-on service we offer, or create a single generic one-time setup fee Add-on that can be adjusted each time it is selected. I assume you will agree if a potential customer
Increase Number of Emails sent when Credit Card is About to Expire
We moved to Zoho Subscriptions from Chargify who's arguably the leader in subscription business billing software. Overall we've been very happy with Zoho Subscriptions! But one area that needs to be improved is the automated reminder options when a credit card is expiring. Chargify states "that about 50% of our churn rate is due to failed or expired credit cards. That’s why we equipped Chargify with the most robust set of dunning management tools available to help you deal with the “unhappy path”
Active Subscriptions on Client Portal homepage
When the client logs into the Client Portal, there should be a pane listing their active subscriptions.
Payment pages with non-auto charge gateways
It would be nice to have payment pages for customers to use that will work with payment gateways that do not have the auto charge function. This has put a huge kink my business for getting my customers started. I have to have them fill out a web form and create a recurring invoice as a work around. Can you please pass this along for an urgent consideration? Sincerely, Jacob
Integration with Zoho Inventory
Would be nice if Zoho Subcriptions inegrated in with Zoho inventroy so that when a Addon is sold in Zoho subscriptions the item is tacken out of inventory in Zoho inventory
List the invoices with two criterias, filterby and customerid
Hi, Is it possible to list the invoices with two criterias, filterby and customerid?? GET /invoices?customer_id={customer_id}?filter_by={sent} It would be a good improvement, because we need to reduce the API limits or another way to do it, will be list the invoices between two dates or list the invoices from one date. GET /invoices?dateStart={dateX}?dateEnd={dateY} or GET /invoices?duedate={date} Best regards,
Restricting coupon codes and plans to specific customers
Having the ability to restrict coupon codes, plans and add ons to specific customers (new or existing) e.g. sending an invite link out to a certain customer or allowing a certain group of customers the ability to use a certain promo code or sign up to a specific plan/add on.
Discount Addons
We are using Zoho Subscriptions more and more and one feature that we need is to be able to apply a discount on addons. We have all of our standard pricing assigned and sales reps are selling monthly alarm services to clients but sometimes want to apply a monthly discount. With the current system, they cannot show the discount on the bill, they can only reduce the rate. It's very important to show the customer every month how much they are paying below list price on the items as is possible in Books
More flexibility on Hosted Pages ?
I like more flexibility on Hosted Pages, this is due to the fact I am not a programmer I wold like to have more customization on Hosted Pages like: - add Addons and coupon to a plan already suscribed in the past - cutomize the look an feel (as a form creator)
Button to renew offline subscription.
If i have a customer who pays offline, and wants to renew the subscription, you have to wait till the end of the subscription and reactivate it. or else it affects metrics. There is a way to upgrade or downgrade a subscription, immedeatly or at the end of term. But since the customer wants that same subscription, and not up or downgrade. What i propose is to add a button to renew any offline subscription exactly how it is, just add a cycle.
Drupal integration for Zoho Subscriptions
Drupal is #3 CMS and has a tremendous out the box permissions system in roles but no native MODULE or for handling membership sites. There is a strong market of developers and site owners who would pay for such service. Sponsoring a ZOHO Subscription module for drupal community would net you a lot of new customers
Addon Descriptions
Any way that we can have custom descriptions for addons? Maybe it exists, but I missed it? For example: customer buys Static IP addon for webhosting plan, but there is no way to have the subscription show which IP address they are given, and more importantly, it would be nice for the invoice to display the specific IP for the customer to see. Regards, Edward
Export Data
Hi, I am currently using a Test Organisation to see if Zoho Subscriptions fulfills our needs. However, I see no way to export such subscription data as would be needed to fulfill orders (e.g. to send distribution lists to our magazine distributors). I think really to do this you need to provide an export builder type feature. E.g. I can choose which fields to export. For instance, I would need a CSV export of all subscriptions with the following information: - Quantity - Contact Person - Company
Announcements
Function #48: Manage fixed installment payments using Zoho Books
Hello everyone, and welcome back to our series! Businesses offer installment payment options to their customers, particularly for expensive purchases, to ease the financial burden on them. By breaking down the total cost into smaller, more manageable
Now Indian Businesses can start accepting online payments with Zoho and Razorpay
Hello Everyone, At Zoho, we have always ensured a hassle-free online payment experience for our customers. Today, with our integration with Razorpay, Zoho's customers from India can now offer a seamless checkout experience for one-time and recurring payments, with a host of payment options including card payments, multiple wallet offerings, and net banking with over 50 banks. With Zoho and Razorpay, help your customers pay their way. Whether it's with debit cards, credit cards, wallets, or net banking,
Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures
Hello users, We’re updating the Authorize.Net integration in Zoho Billing on November 20, 2024. This update may cause payment failures in your recurring transactions if the Transaction IP velocity filter is active. What You Need to Know About the Transaction
Upcoming Domain Change for the Hosted Payment Pages
The hosted payment pages' default domain will be changed from billing.zoho.com/hostedpages to billing.zohosecure.com/hostedpages for API users and billing.zohosecure.com/subscribe for public pages respectively. Starting from 21st October, your customers
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