Zoho Subscriptions - Importing Data
Has anyone had experience importing data from their old CRM into Zoho Subscriptions? If so, is there a way to import data such as Start Date, End Date, Price - all in one CSV file? Thanks
Setting up SAAS business through Zoho Billing
Can we send a payment reminder notifications on Whatsapp through Whatsapp Business API linked with payment failures or for dunning manangement. When we configure plans for mid cycle upgrades in zoho subscription do we still need to set that up in payment
Is there a way to prevent duplicate customers in zoho subs using the email address as the unqiue key
We often get duplicate customer records in Zoho Subscriptions - two records having the same email address which causes a lot of havoc. Is there a way to require the email address to be unqiue in zoho subs?
Differences in Zoho Billing when accessing it directly or via Zoho One.
We have noticed some interesting differences in our Zoho Billing account depending on how we log in to the application. For example: Logging in via https://zoho.com/billing Logging in via https://one.zoho.com/billing Using the same user ID, one sees different
Rate limit and change status not notified to the customer
Hi, Although our remaining API is heavily used and we now use the Zoho subscription service, recently we have been regularly receiving rate limit requests to Zoho. We felt quite uneasy about that. 1) Can you provide me with a list of the particular criteria
Need Custom Fields for Subscriptions
Hello, We really need to be able to add custom fields to subscriptions like on most other modules within the Zoho Finance suite. Presently it appears you can add custom fields to invoices, customers, products, payments and credit notes, yet there appears to be absolutely no way to add custom fields to a subscription. Unfortunately, this is the only field we actually need custom fields for! The use case for our particular business (phone company) is multi-fold: 1) We need to add enter a unique required
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,
What's New in Zoho Subscriptions - August 2023
Hello everyone, We are delighted to present this month's updates, which include a series of highly requested features such as additional payment modes, support for regional languages, and improved tax-handling for the Australia edition. Updated payment
Push field from Billing to CRM?
In z Billing, in the payment page I have 2 checkmarks : "accept the terms and condition" and "subscribe to receive email". Is there a way to push those checkmarks into CRM? I need them as a proof. Yes they can't really register if they didn't check the
Change Error Message to give customers clarity
Zoho, When a customer tries to sign up through a hosted payment page and their credit card gets declined, they get the most ambiguous message: "There was a problem processing the request. Please try again later or contact us at {admin email address} for
Cancellation Reason Removal
If we remove one of the cancellation reasons in our list, what will happen to all of the old historical records that have this reason? Should we just use deluge and hide it from the list of choices?
Options for subscription listing on customer portal page
How can I add the values of existing fields somewhere in the subscription info on the customer portal? The portal shows each subscription by it's Subscription Number, but we don't use that. We have two fields that we will like to have show up in the sub
Subscription Statuses - Dunning
How are other companies handling the scenario when customers don't pay and dunning takes over? Our issue is that in my situations, we want our customers to be able to catch up their late payments and continue their subscription after the dunning process
Custom link in the customer portal in zoho Subscriptions
Is there anyway to create a custom link back to our main app from the customer billing portal in Zoho subs?
Supress Subscription Confirmation for Trial accounts
How can I supress the Confirmation email that goes out when a new subscription is created for trial accounts?
Not All Zoho Subscriptions are Synching with Zoho CRM
Hi, there! We have noticed that only some of our subscriptions are actually being pulled over to CRM. I have checked, double checked, and triple checked that I set up the integration correctly in both Subscriptions and CRM and did it exactly as it says
Forecasting in ZOHO Subscription
Hi, I want to know are we able to get forecasting reports from zoho subscription. Assume, there are 10 customers subscribe different plans in different products which will expiry in different dates. As I admin, I want to know what will be the revenue
Duplicate email addresses in Zoho Subscriptions Customers
We use email address as our login ID for our app (as many saas apps do) and having multiple customers in Zoho Subs with the same email address causes a lot of problems for us in our connected systems. I understand your reasoning for allowing duplicate
Renaming products in active subscriptions
I have several subscriptions that use a product that had one name when the subscription was created. Since then, I've changed the name of the product, but it still shows the old name in the customer's record. Is there a way to change that?
Workaround for selling Digital Products
Hello! Did anyone had tried selling digital products in Zoho Commerce? I know they only allowed physical products. But have anyone find a workaround? Like sending the digital product through email? Thanks!
Send subscription email template using deluge
Hi Folks, I am struggling to have some idea to send an existing email template from deluge. I am create an invoice notification templates but unable to get or send that email template using deluge. It would be great if someone can assist me in getting/firing
Zoho Commerce with Flow for subscriptions
Hi I had a look at Zoho flow tonight but sadly could not achieve what I wanted too.I was hoping that I could use subscription app to manage some of the products I sell as they are effectively phone subscriptions. To the end I had hoped it would be a easy
Customer and Subscription limit
We have a Zoho One account. I have 12000+ customers and as many subscriptions. Is there any upper limit for the number of customers and subscription that can be created for Zoho subscription which is part of the Zoho One account ?
Subscription Invoices - Custom Field
Hello All, I am looking at using the "Sales Person" or a standard field to show coverage date. Essentially, our coverage date is current month - 1 (So today in July, the coverage period would be June 2019). I am wondering if anyone has any suggestions on how this may be accomplished. Thank you. Peter
Adding a card details for newly created subscripion using API?
Hello, I am creating a new customer and his subscription through API. I want to create a recurring payment for this subscription that are automatically deducted from customer card. and for this i want to add customer card details for payment using API. So how can i do that? and also how would i update card information through API after the card added to that subscription
Reporting on Cancellation Reason and Notes Fields
I'm trying to find a way to generate a list of cancelled subscriptions that includes the cancellation reason and the notes field from the subscription and am running into a road block. Here is what I have tried: Reports in Zoho Subs - can get reason from churned subs reports, but no notes. Zoho Analytics - can't seem to get either field Zapier - reason and notes doesn't seem to be available Any ideas on how I can get this data?
Confirm plan_code property is included in the response for the get list subscriptions API
We are using the Zoho Subscription API to get a list of subscriptions filtered by customer_id. However, when I read the example response in the documentation (https://www.zoho.com/subscriptions/api/v1/subscription/#list-all-subscriptions), I don't see
Import subscriptions
Hi, Is there a way to import subscriptions from another company?
data: { code: 15, message: 'Please ensure that addons are not more than 100 characters ' }
When trying to create a subscription and sending plan details I am getting this error data: { code: 15, message: 'Please ensure that addons are not more than 100 characters ' } , although I believe it is normal to have more than 100 character
code: 4, message: 'Invalid value passed for zsm.plans.api.PlanID'
I am trying to make a request in order to create the subscription, I have sent the customer_id and the plan details but I am getting this error data: { code: 4, message: 'Invalid value passed for zsm.plans.api.PlanID' }
Is there a way to add a negative unbilled charge for a cancellation mid month?
Is it possible to add any sort of refund billing to invoices when working with deactivations in the middle of a billing cycle? Currently we use a lot of automation for our billing, and one issue is dealing with customers who cancel mid month, we want
Mark subscription is `unpaid`
Currently, we need to mark a subscription as 'unpaid' in Zoho subscription, however I can't locate a place to do so. Can we create a new subscription with the status 'unpaid' or label an existing subscription as 'unpaid' in Zoho subscription?
Tax Inclusive Price on Subscription Products
I am wondering if there is a way to add prices including VAT. When I add a new subscription plan I want to be able to add the total price including VAT. I have a subscription plan that is €15/pm incl VAT. To add this excluding VAT is an odd number like
Zoho Subscriptions
For a subscription, is there any way to push updates to a subscription form API as unbilled charges, but show immediate change on the invoice? We often will have customers activate multiple devices per month, and invoicing each additional device separately
Create subscription with Addons from webform
Hi - I'm hoping someone can help with an issue we are having trying to setup a webform to create subscriptions. In an ideal world we would use the zoho subscriptions hosted payment page to allow the customer to enter their details and set the {subscription
HTML for email templates - where's the reference documentation????
I put HTML into a crm email template and it makes it through to gmail perfectly. Put that same HTML into Zoho Subscriptions and it severly pukes. Why the h#77! can't this "common" capability be shared between the solutions???? Why is there no HTML reference for zoho email templates. Can anyone point me to a credible reference document/guide?
Historical Records when customer email address changes
When an email address is changed on a customer record, all past invoices for subs under that customer now show the new email address instead of the one it was originally sent to. This makes it very hard to put together a history of account. Do the related
API - Create A Credit Note -
Hello, I'm calling the following: https://www.zoho.com/subscriptions/api/v1/credit-notes/#create-a-credit-note but I receive the following error: { code: 12020, message: 'Item name or description is mandatory' } Here is my call const data = { customer_id:
What's New in Zoho Subscriptions - June 2023
Hello everyone, This month's updates bring a new edition, a new payment gateway integration and some report enhancements. Here's what's new: Individual subscription metrics in the MRR report The MRR report provides insights into your monthly recurring
Creating Hosted Subscription Page with Trial via API
I am able to successfully create hosted subscription pages via API. However, when I add the parameter "trial_days" and set it to 30, it is not being respected when the hosted page is generated. Is there something else that needs to be set for trial_days
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