Tip #10 : Customizing the checkout page for your billing needs
Hello everyone,
We've been sharing a tip every week to address specific business scenarios which can be implemented for your subscription business. Last week, we shared a tip about the different ways of creating a subscription for your customers. This week we will be looking at how you can customize the checkout page for your billing needs.
Hosted Payment pages allow you to collect the personal and payment information from your customers. For any subscription business, say a box-type business (or) a SaaS business (or) a membership business, the hosted payment page can be used as a checkout/signup page. Your customers can choose the product or service of their choice and pay for them through the hosted payment page.
The hosted payment pages are PCI-compliant by default and they are highly secure, complying with all security standards. Hence, by deploying the hosted payment page, you don't have to worry about PCI compliance.
Setting up a hosted payment page:
The hosted payment pages are PCI-compliant by default and they are highly secure, complying with all security standards. Hence, by deploying the hosted payment page, you don't have to worry about PCI compliance.
Setting up a hosted payment page:
The Hosted Payment page URL will be generated whenever a new plan is created in Zoho Subscriptions and you can use that URL to embed the payment page in your website. There would be two major requirements while using the hosted payment page;
1. Maintaining the brand consistency on the Hosted Payment page.
2. Customizing the pricing information.
2. Customizing the pricing information.
Now, let's see how you can maintain the brand consistency and customize the pricing information in Zoho Subscriptions.
1) Mainitaining the brand consistency on the Payment page
You can add your company logo to appear at the top of the hosted payment page, which reflects better that the payment page is designed exclusively for your business.
Besides, you could also set a theme, sent the font color & size and change the text fields' label & size to reflect the mood of your business.
At times, there may be a need to collect additional information from the customers that your business may require. You can collect such information with the help of custom fields in Zoho Subscriptions. As of now, the hosted payment page supports custom fields of type Dropdown, Text, Email, Decimal, Percentage, Phone, Number, URL, Amount and Date. To know more, click here.
You can add your company logo to appear at the top of the hosted payment page, which reflects better that the payment page is designed exclusively for your business.
Besides, you could also set a theme, sent the font color & size and change the text fields' label & size to reflect the mood of your business.
At times, there may be a need to collect additional information from the customers that your business may require. You can collect such information with the help of custom fields in Zoho Subscriptions. As of now, the hosted payment page supports custom fields of type Dropdown, Text, Email, Decimal, Percentage, Phone, Number, URL, Amount and Date. To know more, click here.
2) Customizing the Pricing information:
Customizing the pricing information is another important requirement. The customization can involve changing the properties related to a plan such as changing the plan's base price, modifying the number billing cycles, changing the plan's recurrence frequency, choosing a custom start date for the subscription and so on.
In such cases, you can use our API Hosted pages to provide us with the customized information relating to the plan, and we will provide you with a unique payment URL which you can load for your customer. The unique payment URL will handle the payment processing for your business.
To understand this better, we have explained a few frequently asked scenarios below.
i) Generate a Pricing Table for your website
The majority of the subscription businesses will have their own website that lists their products (or) services. These websites will have a detailed pricing page where the customers can select a plan as per their requirements and check out instantly. To help you with the process, Zoho Subscriptions provides you with the Embed Widget feature.
You can learn more about this use-case over this link , where we have explained it with a demo.
ii) Tax Integrated Checkout - Apply tax based on the customer's region:
In some businesses, there is a scenario where the tax is applied based on the user's region. For such cases, you have to gather information regarding the customer's region with the help of an online form in your website and decide the appropriate tax depending on the region. Once the tax information is gathered, you can use the API Hosted Page (by sending the appropriate tax information) to generate a unique payment URL with the appropriate tax applied on the plan's price.
You can use the online form builders for this purpose to collect information from the customer. View this post on how to integrate online form builders with Zoho Subscriptions. For this scenario, we have created a demo where we used Zoho Creator as our form builder to create a form wherein the customer can select his region and then proceed to checkout. Depending on the selected region, the tax will be applied for the customer. You can view this demo in this link .
iii) Future Date Checkout - Choose the start date depending on customer:
For certain businesses, it generally takes two to three days for the shipment to reach the customer. In such cases, instead of billing the customer immediately from the date when he/she checks out, you can start the subscription a little late depending on your shipping date. In order to do this, you can use the API Hosted page by providing a suitable start date for the subscription and load the customized payment URL which is obtained.
By doing so, the subscription will be created in Future state and the customer will be billed on the provided start date. To know more about this use case, you can view the demo here which we have created to explain this scenario.
You can learn more about this use-case over this link , where we have explained it with a demo.
i) Generate a Pricing Table for your website
The majority of the subscription businesses will have their own website that lists their products (or) services. These websites will have a detailed pricing page where the customers can select a plan as per their requirements and check out instantly. To help you with the process, Zoho Subscriptions provides you with the Embed Widget feature.
You can learn more about this use-case over this link , where we have explained it with a demo.
ii) Tax Integrated Checkout - Apply tax based on the customer's region:
In some businesses, there is a scenario where the tax is applied based on the user's region. For such cases, you have to gather information regarding the customer's region with the help of an online form in your website and decide the appropriate tax depending on the region. Once the tax information is gathered, you can use the API Hosted Page (by sending the appropriate tax information) to generate a unique payment URL with the appropriate tax applied on the plan's price.
You can use the online form builders for this purpose to collect information from the customer. View this post on how to integrate online form builders with Zoho Subscriptions. For this scenario, we have created a demo where we used Zoho Creator as our form builder to create a form wherein the customer can select his region and then proceed to checkout. Depending on the selected region, the tax will be applied for the customer. You can view this demo in this link .
iii) Future Date Checkout - Choose the start date depending on customer:
For certain businesses, it generally takes two to three days for the shipment to reach the customer. In such cases, instead of billing the customer immediately from the date when he/she checks out, you can start the subscription a little late depending on your shipping date. In order to do this, you can use the API Hosted page by providing a suitable start date for the subscription and load the customized payment URL which is obtained.
By doing so, the subscription will be created in Future state and the customer will be billed on the provided start date. To know more about this use case, you can view the demo here which we have created to explain this scenario.
You can learn more about this use-case over this link , where we have explained it with a demo.
Found this useful? Try it out for your subscription business and let us know. If you have any queries, feel free to comment below. We are here to answer them.
Cheers,
Sasidaran K,
The Zoho Subscriptions Team.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Sasidaran Kumar
Sticky Posts
Tip #4 : Refer and Earn Workflow system for your Subscription Business
Hello everyone, We've been coming up with a tip every week to address specific business scenarios which can be implemented for your business. In continuation to the previous post, this week we will be seeing about how you can implement the Refer and Earn Workflow system to acquire more customers. Why are Referrals important? Customer Acquisition is crucial for any business to sustain itself in a constantly evolving market. It involves persuading new consumers to purchase your products. CustomersTip #2 - Cancellation of Offline Subscriptions based on the Expected Payment Date
Hello everyone, As you all know, we are coming up with a custom function workflow every week to address specific business scenarios. In continuation of this previous blog, this week we will be seeing about Cancellation of Offline Subscriptions based on the Expected Payment Date. Business Scenario: In general, for any business, the customers make payments via online as well as offline. In case of subscription where the automatic collection of charge is enabled (aka online subscription), the customer'sTip #3 : Send SMS Reminders for your Subscription Business
Hello everyone, As you all know, we are coming up with a tip every week to address specific business scenarios. In continuation to the previous blog, this week we will be seeing how you can use SMS reminders for your Subscription Business. Using SMS messages for your Subscription Business: While managing your subscription business, more often than not, you need to keep your customers informed about upcoming renewals, payment reminders and cancellations. By keeping them informed in advance, you canTips And Tricks - Announcement
Hello everyone, Every business is unique and each of them follows a specific workflow. While managing your customers' subscriptions with Zoho, you might have some needs unique to your business. Custom Functions helps you address such needs. This is a start to a series of posts, where we will be coming up with a custom function workflow every week that addresses specific business scenarios. Watch this space for further updates! Also, if you have any specific business scenario which needs to be addressed,Tip #6 : Accessing external URLs from Zoho Subscriptions
Hello everyone, We have been sharing a tip every week to address specific business scenarios which you can implement for your subscription business. Last week, we shared a tip about implementing the Approval Workflow system. This week, let's look at how you can access external URLs with the help of Custom Link. Business Scenario: Every business functions differently and has its unique requirements. At times, businesses might want to access other websites or applications by appending specific information
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Power of Automation :: Auto-Sync Custom Date Field Between Related Tasks via Blueprint Transition
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automateIntroducing auto-upgrade in Zoho LandingPage
Hi everyone, We’re excited to share an upcoming update to help you get the most out of your landing pages — the auto-upgrade option, launching on October 22, 2025. Your landing pages are designed to bring in leads, and we want to make sure you never missWorkdrive comment links stopped working.
I have marked a PDF file with 95 comments, they have worked for a while. When i clicked on them they brought me to the correct page and showed me the outline that i had drew on the plans. The comments included the page number of the outline, but now itHow to Bulk-Update Sales Orders in CRM
Hi - I need to bulk update existing sales orders with dates from our ERP of when the sales orders were created. I made a date field on the Sales Order module where I want to insert that data. I can't Mass Update because I am not updating the fields toZoho ToDo in Cliq
Our organization utilizes Zoho ToDo in the Zoho Mail Desktop app. Is there a way for these to show up in Cliq Desktop app as well?【Zoho CRM】サンドボックス機能のアップデート：カスタムビューが利用可能になりました。
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、サンドボックス機能のアップデートをご紹介します。 目次 1. カスタムビューとは 2. 今回の機能アップデートについて 1. カスタムビューとは カスタムビューは、ユーザーが設定した条件に基づいてデータをフィルタリング・整理し、 重要な情報へ効率的にアクセスできるようにする機能です。 「過去15日間の見込み客」や「受注間近の商談」、「特定の優先度レベルが設定された案件」など 条件を指定してわずか数クリックで設定できます。Changing an agents email address
How do you change an agent's email address? I keep getting a red circle even though I am an admin. And on one of my agents he has two email addresses? How is that possible?Zoho CRM - Potentials Tab
Hi! When I create a Deal (Potentials tab) the header looks like this: After a refresh on the page it looks like this: What should I do so that it is displayed like in the second pic without refresh? Also I have a user that as of recently, cannot see thisIs there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?
Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This wouldUnable to create embed code for resource of workdrive using API
Hello Team, I am trying to create embed code for a resource using workdrive api in powershell, however facing some issues with injecting data in body. Followed Doc: https://workdrive.zoho.com/apidocs/v1/filefoldersharing/shareeveryone Please help, belowFeature Request - Insert URL Links in Folders
I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to createnot able to convert pdf to jpg and other forms and vice versa.
i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.Enable / show scroll bar when Mega Menu is opened
Hey there I am using the mega menu add-on and experience a "flicker" whenever the mega menu opens. The reason is, that the scrollbar, which has a width of a few pixels, stops showing when the mega menu opens. As the scrollbar disappears the whole pageReports: Custom Search Function Fields
Hi Zoho, Hope you'll add this into your roadmap. Issue: For the past 2yrs our global team been complaining and was brought to our attention recently that it's a time consuming process looking/scrolling down. Use-case: This form is a service report withZoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One
Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their productsHow can I transfer data from Production to Development environment?
Hi, I am using Creator V6 and would like to bring all the data in production to the Development and Testing environments? Is there an easy way of doing that or I have to export and import each table?Add "Reset MFA" Option for Zoho Creator Client Portal Users
Hello Zoho Creator Team, We hope you are doing well. We would like to request an important enhancement related to Multi-Factor Authentication (MFA) for client portal users in Zoho Creator. Currently, Creator allows us to enforce MFA for portal users,New portal SAML authentication error: User not found
Dears, Has anyone else been experiencing this lately? I am creating a new portal authenticated by SAML (Entra ID). I followed the same process as I did with other portals, but any new portal created after this always encounters this error. I’ve been reportingDevis et facture multi page
Bonjour, je suis sur Zoho invoice et je rencontre un problème sur mes devis et factures lorsqu'ils dépassent 1 page. je me retrouve souvent avec des lignes coupées ou le sous total page 1 et le total page 2. j'aimerai savoir s'il existe une possibilitéRotate an Image in Workdrive Image Editor
I don't know if I'm just missing something, but my team needs a way to rotate images in Workdrive and save them at that new orientation. For example one of our ground crew members will take photos of job sites vertically (9:16) on his phone and uploadHelp with Filtering Records, HTML Pages, and Automatic File Uploads in Zoho Creator
Hi Zoho Creator Community, I’m building a Zoho Creator application and need guidance on a few features I’ve been struggling with. I want to implement them safely and efficiently, and I’d appreciate any examples, tips, or best practices. I want users toConvert invoice from zoho to xml with all details
How to convert an Invoice to XML format with all detailsFeature Suggestion for Zoho Websites – Inspired by Squarespace Systems
Dear Zoho Team, I’m a Zoho user and also a Squarespace Platinum Circle member, and I recently noticed the launch of Zoho Websites in India. I wanted to share some ideas for features that could enhance the platform for professional users and agencies.Custom View - Sort by Custom Field
I created a custom field for our Engineering team to know which tickets to work first by numbering them. I created a custom view to general data which includes the Engineering Priority. However, I cannot sort the Engineering Priority column ascendingZoho Indeed Intergation not pulling candidate details
We have recently integrated zoho with indeed. Prior to this our candidates came into the candidates tab via the zoho.resumes email address from indeed and it pulled through the candidates mobile number, and majority of the time a postcode. However sinceCustom View of tickets created today
How can I create a custom view that list all my ticked created in the current date? Currently, if I select the "Created Time" criteria, the "Current Time" option does not work as today. Actually, I don't know how it works this "Current Time".Lifecycle Reports
From data to decisions: A deep dive into ticketing system reports A lifecycle report captures and visualises the sequential states that a ticket undergoes across its lifespan. For instance, when a customer submits a support ticket for a faulty product,Zoho Forms - Print Button on Forms
Hi Forms team, I'm replicating a form for a client which is currently based on JotForm. I noticed that at the end of the form there is a button to print the completed form. I thought this would be something worth sharing and a nice to have in Zoho Forms.Putting Watermark on Zoho Sheet
Can this be done?Validation function not preventing candidates under 18 or over 30 from submitting the web form
Hello everyone, I’m trying to create a validation rule for the Candidate Webform in Zoho Recruit. I added a custom field called “Date of Birth”, and I want to make sure that candidates cannot submit the form unless their age is between 18 and 30 years.Report to know the history of certain Tickets on Desk
Hi there guys, As the title implies we're wondering if there's any way to get some kind of Report that allows us to check the History of various Tickets at the same time since as of today if we want to know that we have to check them 1 by 1 which is notAdvanced Usage Billing: Prepaid with Drawdown
Picture yourself at your favourite coffee shop, Bean & Brew. You come by every morning for your usual cappuccino, and occasionally you get an extra cold brew and a muffin or two in the afternoon. Interestingly, Bean & Brew has a new idea of offering aZoho Commerce in multiple languages
When will you be able to offer Zoho Commerce in more languages? We sell in multiple markets and want to be able to offer a local version of our webshop. What does the roadmap look like?Urgent Zoho Creator down!!!???
Now my zoho creator faced this issue. Anyone has idea? Urgent!!!The Social Wall: September 2025
Hello everyone, As we step into the fall season, some major updates are on the horizon. Meanwhile, here are the exciting updates we rolled out this September. Approvals in iOS Managing approvals just got more seamless on mobile. With this update, theIntroducing Detailed View for Candidates in Vendor Portal
We’ve added a new Details sub-tab inside the Vendor Portal to help vendors easily view complete candidate information after submission. With this update, vendors can now access all candidate details, from personal information to associated job openings,Zoho One Down
Zoho Team, Checking if when the services up - currently Zoho One is downHow can I track which zoho users are actively using Zoho CRM
I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activityAccess to Detail View From HTML Snippet
Zoho Creator displays a detail view that slides out from the right onClick of a record in a report. Am I able to access that detail view from an html snippet, e.g. click a record in a list and display the detail view? The zc_LoadIn dialog is a bit clunky,Billing Management: #10 Solving Common Mistakes in Billing
Over the past few weeks, we have explored different facets of billing, from the simplicity of traditional one-time billing to the evolving landscape of subscriptions, retainers, and usage-based models. We've unpacked how billing isn't just about sendingNext Page