How to maintain steady cash flow during the COVID-19 crisis using Zoho Subscriptions

How to maintain steady cash flow during the COVID-19 crisis using Zoho Subscriptions

Dear customers,

I hope this finds you and your loved ones in good health.

We're all witnessing the effect that COVID-19 is having on businesses throughout the world. As consumers try to conserve their own resources, businesses can expect to receive more cancellation requests than usual. 

Here are some useful tips to help you be flexible and keep your customer base:

1. Communicate candidly and clearly with your customers:
During this period, transparent communication with customers is a necessity. A lot of businesses have started displaying messages on their home pages, explaining their BCP (Business Continuity Process) and other important announcements they want to convey to their customers.

As an additional means of communication, you can use the banner message in the customer portal of Zoho Subscriptions. The banner message is visible in the home page of the portal, so it can help get the customer's attention quickly. You can set up this message under Settings > Preferences > Branding > Portal settings.

2. Put renewals on a temporary hold:
      i) Pause and resume subscriptions
It's a good idea to provide your customers the option to freeze their subscriptions temporarily, rather than canceling them altogether. By giving them an option to pause their subscriptions, you are letting your customers know that they can rely on you when it's time to resume. It's also a good way to encourage customers to stick with you for their next purchase instead of switching vendors. 

Here's how you can pause a subscription in Zoho Subscriptions:



You can still perform automatic actions while a subscription is paused, through Zapier.

      ii) Extend the billing date:
Even customers who love your service may have difficulty paying for it on time right now. One way to keep these customers from canceling is to push back the date for their next subscription payment. By offering uninterrupted service and a little more time to pay, you're giving them a good reason to remain loyal. To do this, just update the subscription's Next Billing Date in Zoho Subscriptions and they won't be charged until the new date.



3. Be approachable:
As a standard business practice, you might have set up automatic payment reminders in Zoho Subscriptions to go out on specific days before or after the invoice due date. However, given the current circumstances, you can definitely expect delays in payment.

Since you have control over the content that goes out in these reminder emails, think about rephrasing it to let your customers know that if they need any assistance, they can reach out to you by phone or email. This way, your finance team doesn't have to wait and wonder whether the customer will make their payment or not, or spend time sending extra emails. You can tweak your reminder email content under Settings > Reminders.

By making it easy for your customers to approach you and treating them on a case-by-case basis, you can actually bring down the number of unpaid transactions.

4. Offer credits:
Another way to earn the customer's goodwill is to create special offers to assist them. For instance, Zoho's Emergency Subscription Assistance Program (ESAP) offers subscription credits to businesses in need. If you want to adopt a similar practice for your business, you can create credit notes in Zoho Subscriptions and enable the Redeem Credit Notes option so that it is automatically applied for the upcoming renewal.

5. Don't auto-cancel services upon non-payment:
Most subscription businesses have automated their billing process in such a way that if the customer doesn't pay, the subscription is automatically canceled. While this is a good practice most of the time, you might want to adopt a flexible approach during this crisis. 

Instead of letting the subscriptions be canceled automatically, you can monitor the Under Risk report in Zoho Subscriptions, and contact those customers to suggest alternate payment arrangements for your services.

6. Know why your customers leave:
During difficult times, businesses and customers alike aim to cut costs and reduce their spending.  If your customers are canceling right now, make sure you give them a chance to say why they're leaving. You might be able to retain them by offering some flexibility, or it may be best to reach out to them later and see if they're ready to come back. Even if you can't keep them as a customer, knowing why they left still helps you improve your service going forward. 

In Zoho Subscriptions, you have the option to make the Cancelation Reason field mandatory. You can configure this under Settings > Preferences > Subscription > Cancellation Preferences.



Though some of these tips might have a negative effect on your finances temporarily, they can gain you long-term benefits like customer loyalty and customer retention, which will help your business recover more easily. 

Did you find these tips useful? Can you think of some other best practices that businesses can use to get through difficult times? Let us know in the comments. 

Note from Zoho: If you need any assistance regarding Zoho Subscriptions, our support team is available 24 hours a day, Monday-Friday. You can also reach out to us through email (support@zohosubscriptions.com) or phone.

Because Zoho recognizes that our own customers may be facing difficult times right now, we have rolled out an Emergency Subscription Assistance Program (ESAP) to help small businesses through this crisis. Learn more about this program.

Take care and stay safe! We'll get through this storm together.

Regards,
Harikrishna
Customer Relations | Zoho Finance



    Access your files securely from anywhere







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner




                                                            • Sticky Posts

                                                            • 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
                                                            • New feature: Create back-dated subscriptions

                                                              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

                                                              Hello Everyone! This announcement is regarding the admin notification emails which you've been receiving from the email address "support@zohosubscriptions.com". From the 1st of October, 06:00 GMT, the emails with the following subjects will be sent from "no-reply@zohosubscriptions.com". Unable to send invoice for the profile - {profile_name} Unable to process auto payments. If you have set up any filters or workflow in your email account, please add "no-reply@zohosubscriptions.com” and  “support@zohosubscriptions.com”
                                                            • 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
                                                            • Indian GST organisation Migration Guide

                                                              With respect to the new GST regime releasing on July 1, 2017in India, Zoho Subscriptions Indian edition is also gearing up to make your business GST Ready. This article focuses on how to get your existing organisation in Zoho Subscriptions to migrate to the new GST regime.    Note:  Any organisation created on or after July 1, 2017 will already be GST ready. You wouldn't have to migrate your organisation. Migrating your existing organisation to support GST To migrate your existing organisation to


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ






                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Email policy not working?

                                                                                                              Hi, I created an email policy called "default", under which I created a "default" entry for the access items (the third icon with the key). I've set everything to "ON" (POP, IMAP, ActiveSync, etc.). But then when I create a new user and check it in Mail
                                                                                                            • One notebook is on my Android phone app, but not on Web or PC app.

                                                                                                              This problem started in stages. At first my phone was occasionally failing to sync. Then I noticed two things added to my Phone App. One was an existing notebook had a new cover, and the other was a new Note Card with an odd text in it. These were only
                                                                                                            • Admin Training

                                                                                                              Hello, I would like to get admin training on Zoho Projects. Has anyone had success in finding a class or resource for something like this? Are there any partners out there that offer this kind of training?
                                                                                                            • Why can't we change or delete the first page of a Zoho PDF?

                                                                                                              I've noticed that it's not possible to move or delete the first page of a Zoho PDF, why is that?
                                                                                                            • Latência

                                                                                                              Estou com bastante latência 200ms em São Paulo Brasil para o endereço mail.zoho.com, e email demora para carregar as vezes trava como está por ai ? segue print sabem se é normal ? ping
                                                                                                            • How to change the module for contact sync from Accounts to Accounts & their Contacts?

                                                                                                              Hi, My ZOHO CRM integration is broken and pushing the errors for sales orders and invoices, the error message is: "The customer associated to this record is not linked to module chosen in the current contact sync configuration." So, Now I'm trying to
                                                                                                            • Top Menu Disappeared from Blog Page

                                                                                                              Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.
                                                                                                            • VOIP integration

                                                                                                              I emailed this question to rishi but never got a response. I notice when I mouse over phone number it has a link to launch into SKYPE. We dont use SKYPE we use Xlite SIP client. Is it possible to change that link to launch our client API? If so how? If not any plans to make that VOIP integration customizable?
                                                                                                            • Add "Ask Zia" Functionality for Report Creation in Zoho Desk

                                                                                                              Hi, How are you? We’ve noticed that Zoho CRM offers a very useful feature called "Ask Zia", which allows users to enter natural language prompts to generate reports quickly and easily using Zia's AI capabilities. Currently, Zoho Desk does not support
                                                                                                            • I can't use zoho in my personal computer

                                                                                                              Facing error on monitor Oops! An error occurred
                                                                                                            • My Zoho Account Not Working, Suddenly its stoped

                                                                                                              Hello Team, our company email account is not working, we are not receiving email. Website: www.urgentdubaivisaonline.com Email: social@urgentdubaivisaonline.com
                                                                                                            • MX verification

                                                                                                              Dear All I face a difficulties to verify MX records in my domain alfagrouptrading.sk it is since two days. records are correct and I am waiting for 48 hour I send email shown in the error message with no reply.in addition, it supposed to be propagated
                                                                                                            • I'm not receiving emails.

                                                                                                              Hello. I'm having an issue in which I am able to send emails using my zoho mail, but I seem to be unable to receive them. please help.
                                                                                                            • Change zoho email address

                                                                                                              I am displeased with the email address I created. It's too long.
                                                                                                            • Departments Limit

                                                                                                              There is a limit of departments that i can have on zoho desk?
                                                                                                            • How to create a form using both contact and account fields?

                                                                                                              I am sending a prefilled form from CRM with fields mapped, to update records in CRM. If I link the CRM field to the Contacts module, the Account Name field doesn't come up as an option in CRM. If I added it under Related Fields, my understanding it would
                                                                                                            • Boost your Zoho Desk's performance by archiving tickets!

                                                                                                              The longer your help desk operations are, the more likely it is to accumulate tickets that are no longer relevant. For example, ticket records from a year ago are typically less relevant than currently open tickets. Such old tickets may eventually lead
                                                                                                            • Are Zoho Help Center Email Notifications Customisable?

                                                                                                              Hi, I would like to find out if the Zoho Help Center email notifications can be customised to add our own styling and branding? These are the notifications that get sent when a client adds a new topic, adds a comment, signs up to the help center, etc?
                                                                                                            • Sharing and Converting Custom Reports Across Departments in Zoho Desk

                                                                                                              Hello, We initially started using Zoho Desk with a single department (Department "A"), which included multiple teams. Nearly a year later, we identified several limitations that led us to create three additional departments ("B", "C", and "D") with replicated
                                                                                                            • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

                                                                                                              Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able
                                                                                                            • Delivery note from order or from offer

                                                                                                              Hello, in our company and in a lot of companies in Italy, the standard workflow is (in order): 1) Offer 2) Customer order 3) Delivery note. We can have also more delivery notes in one month. 4) Invoice at the end of the month from delivery note (so only
                                                                                                            • Sesiones 1:1 en Zoholics España 2025

                                                                                                              Una de las experiencias más valoradas por los asistentes a Zoholics son las sesiones 1:1 con nuestros expertos técnicos. Este 2025, las traemos de vuelta con aún más fuerza: cada entrada a Zoholics España 2025 incluye una sesión individual gratuita de
                                                                                                            • "The email sending domain must have an active and functional website so that we can proceed with the review."

                                                                                                              I've requested the approval of my account, and got the following response back: "The email sending domain must have an active and functional website so that we can proceed with the review." This is absolutely false. The website I have provided has been
                                                                                                            • Upload File via email

                                                                                                              Will there be an option to upload a file via email?
                                                                                                            • How to use milestones and task lists effectively

                                                                                                              I am trying to use Zoho Projects for my development process. My goal is to manage project status and provide reports to the customer. I am developing an app (2 apps to be precise: 1 for Android and 1 for iOS) I originally thought my milestones would be: 1. Analysis and Design 2, Android Development 3. iOS Development 4. Web Console Development 5. Quality Control 6. Deployment But then I needed a tasklist before I created a task so it was sort of duplicated with tasklists being a superfluos duplicate
                                                                                                            • External calls & email notification limits

                                                                                                              Salut, I was doing some testing of SMS and Email notification yesterday, on the development environment, and got an error due to External calls exceeded. I know that my plan has 100 email & external calls limit, but in my billing page, I do not see those
                                                                                                            • How to get custom estimate field to display on existing or new services?

                                                                                                              I am using FSM. I recently added a new custom field to Service Details to help categorize my services. I can see the newly added field as a column on the service list view. However, when attempting to update an existing or create a new service, I don't
                                                                                                            • How to turn off notifications for shared mailbox?

                                                                                                              It seems like a pretty common use case for shared mailboxes is getting notifications that are relevant to multiple people. That type of email tends to be high-volume and not time sensitive, the type of thing you check once a day to see if anything is
                                                                                                            • Problem using for each in subform

                                                                                                              I have a subform in one of my forms, and sometimes I have to use a for each statement in this subform. Now, my problem is, I've seen it suggested everywhere that the syntax is supposed to be:  for each var in SubformField Every time I tried this doesn't work for me, so I have to use: for each var in input.SubformField It isn't exactly a problem, but, let's say it's on the 'on user input' action of one of my fields, if I need to edit this action for any reason, when I click on it, it removes the input
                                                                                                            • Lookup field display in Zoho Analytics

                                                                                                              Hello, I think I am missing something very obvious, but I can't figure it out: I have 2 lookup fields in my "Deals module" -> One for the account that we have the project with and one for the beneficiary account. Both fields refer to the "account name"
                                                                                                            • ZOHO Reports is not Working !

                                                                                                              This error is coming up: Please fix it ASAP. Sorry!! Unable to display this page Sorry, an unexpected error occured when performing this operation. The error has been logged and will be looked into. It would be of great help if you could provide us with additional information using the ''Feedback'' link at the top of this page. 1. The error has been logged and will be looked into. 2. It would be of great help if you could provide us with additional information using the feedback link.
                                                                                                            • Comment gérer vos colis et expéditions dans Zoho Inventory

                                                                                                              La logistique a évolué afin de permettre l'optimisation des commandes à travers la planification et l'exécution - de la réception de la commande à la livraison. Un système de gestion des colis présente plusieurs avantages. Livraison dans les délais prévus
                                                                                                            • Zoho Cliq 4.0: Zoho Cliq Android TV application

                                                                                                              Zoho Cliq is a powerful communication and collaboration platform that allows teams to stay connected and get work done from anywhere, at any time. One of the latest additions to its suite of tools is the Zoho Cliq android TV app, designed to make it easier
                                                                                                            • Zoho Bigin | Adding users to a deal in bigin

                                                                                                              Hi, One of our ongoing POCs required adding users to a deal in Bigin. I found that we cannot add individuals using custom fields when we have an Express license. Is there any way to do it?
                                                                                                            • How to Send Automatic Warning Email After 3 Late Arrivals in Zoho People?

                                                                                                              I’m looking to set up an automation in Zoho People where a warning message is automatically sent to employees who have 3 or more late arrivals within a specific time period (like the past 30 days). Here’s what I’m trying to achieve: Monitor employee check-in
                                                                                                            • Is it possible to set create deal checked by default when converting a lead?

                                                                                                              In our company whenever a lead is converted we make a deal. It is a pain to have to check the box every time. I would prefer if it was just a default behavior and the box wasn't even there. But it would be fine if the box could be checked by default.
                                                                                                            • Is it possible to use filters in zohosite.

                                                                                                              Is it possible to use filters in zohosite. Example: we uploaded video, audio, pdf in one page. If I want to see only the video. Then, I will select the video which is shown in the filters.
                                                                                                            • Poor Search Results on Zoho CRM

                                                                                                              The search on Zoho CRM is quite poor. Salesforce has now published a new search, when will get this on Zoho? https://help.salesforce.com/s/articleView?id=data.c360_a_hybridsearch_index.htm&type=5
                                                                                                            • Getting error while while deleting from Activities Object

                                                                                                              I am trying hit this endpoint: - DELETE https://www.zohoapis.in/crm/v2.1/Activities?ids=725820000001141076%2C725820000001143056 HTTP/1.1 But getting the below error: - {"code":"INVALID_REQUEST_METHOD","details":{},"message":"The http request method type
                                                                                                            • Unveiling Zoho CRM's New User Interface - The NextGen UI

                                                                                                              Hello Everyone, Last Wednesday, May 14th,2025, we announced the public release of Zoho CRM For Everyone, our most significant update yet. This release brings a modernized CRM experience with a redesigned user interface, new capabilities for cross-functional
                                                                                                            • Next Page