Tip #8 : Implement metered billing with Google Sheet

Tip #8 : Implement metered billing with Google Sheet

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 integrating online form builders with Zoho Subscriptions. This week, we will be looking at how you can implement metered billing in Zoho Subscriptions with Google Sheet.

Business Scenario:

Metered Billing  is the concept of charging your customers based on their usage of a product of service. With Zoho Subscriptions, you can charge your customers for a base plan initially and then charge an additional fee based on their usage using metered billing.

Generally, when a business wants to automate the metered billing process, they should have a back-end server that handles the metered billing readings. Once the reading is recorded, the back-end server has to process the difference between the last recorded reading and the current closing reading. If the customer has exceeded the base limit, the back-end server makes an API request to Zoho Subscriptions to update the invoice and charge an additional fee.

Let's consider the following scenario to understand this better. Zylker Electro provides electricity services to residential areas. They have a meter installed in all the houses of the residential area to record the power consumption. Every month, a Zylker personnel visits the houses in the residential area to note down the meter reading. Then, the difference between last month's meter reading and the current month is calculated. If the customer has consumed more than 500 units of power, they will charge the customer an additional 12 cents per unit.

To automate the above process, Zylker has to build a back-end server that will:
  • store the meter readings;
  • calculate the power consumed for every month; and
  • charge the customers accordingly.
Instead of building a back-end server, you can automate the process using the Custom Functions in Zoho Subscriptions and Google Sheets. With the help of Google Sheets, you can note down all the metered readings every month. Later, you can use Google App Scripts to fetch the readings and update the pending invoice using the Custom Functions.

How can you do it?

You can use Google Sheets to note down the readings every month (similar to the image shown below).




Field
Description
Last Recorded Reading
The meter reading at the end of the previous month.
Closing Reading
The meter reading at the end of the current month.
Status
The field is used to specify whether the invoice for a customer has been updated in Zoho Subscriptions or not.
ID
Unique Ids that are used to map the customers between Google Sheets and Zoho Subscriptions.

Google allows us to access and edit the data in spreadsheet with the help of Google Scripts. Coming back to the scenario, every month a Zylker personnel will record the readings in the Google Sheet. With Zoho Subscriptions, you can configure a custom function to run for the invoices in the Pending status. You must configure the Custom Function in such a way that:
  1. it fetches the meter readings from Google Sheets using Google script;
  2. processes the data and adds an additional charge to the invoice, if needed (based on the consumption);
  3. updates the Status in Google Sheets as Updated; and
  4. updates the Last Recorded Reading with current month's closing reading.
Once the custom function executes successfully, the invoice will be updated with the additional charge. The value in the Status field of the Google sheet will also be updated.

Getting started with Google Apps Scripts:

Google Apps Scripts provides you with feature-rich APIs that allow you to build you own web applications. For our scenario, we will be using the Spreadsheet APIs to fetch and edit the spreadsheet document. We will create two scripts:
  1. The first script will be used to fetch the last recorded reading and the closing reading of a customer.
  2. The second script for changing the Status field of the customer once the invoice is updated.
To create a script in Google App Scripts:
  1. Go to and click the New Script option on the top-left corner.
  2. Copy the scripts provided above and modify it to suit your needs.
  3. Once you are done, click the Publish option on the top and select the Deploy as web app option.
  4. Provide the project name.
  5. Choose Anyone, even anonymous in the Who has access to the app dropdown.
  6. Click the Deploy button.
  7. Save the Web app URL which will be displayed on the screen for future reference.
Once the Google app scripts are successfully deployed:
  1. Create a new Custom Function in Zoho Subscriptions.
  2. Choose the Module as Invoice and Predefined event as Invoice created.
  3. Copy the Custom function from this GitHub link and modify it as per your requirements.
  4. Save the Custom Function and you are good to go.
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









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • 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. Customers
                                                          • Tip #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's
                                                          • Tip #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 can
                                                          • Tips 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


                                                          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

                                                                                            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

                                                                                                          • Introducing New APIs in Zoho Contracts

                                                                                                            We are excited to announce the release of new APIs in Zoho Contracts to help you automate and manage every stage of your contract lifecycle more efficiently. Here’s a quick overview of what’s new: 1. Complete Contract Draft You can use this API to complete
                                                                                                          • Vimeo

                                                                                                            For me Vimeo is the most important video social channel for media and filmmakers. Would others agree and like it added to Zoho Social.
                                                                                                          • Delete a department or category

                                                                                                            How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.
                                                                                                          • Organization Emails in Email History

                                                                                                            How can I make received Org Emails to show up here?
                                                                                                          • Deleting Fields in CRM Deletes Views in Analytics

                                                                                                            Hey friends! I'm having some issues when we modify some fields within ZohoCRM. There are times where we need to sunset a field and eventually completely remove it. In these instances, it seems like a lot of views are removed in Analytics. This ranges
                                                                                                          • How to setup pricing in Zoho

                                                                                                            Hi everyone, I am relatively new here and have just moved from my old inventory system to the Zoho one. I am trying to get my head around how it all works. I am mostly setup connected to a shopify store, but I do manual sales also For manual invoicing,
                                                                                                          • Prefilled Date fields auto-changed and then locked when using “Edit as new”

                                                                                                            If a document out for signature has date fields (not SignedDate fields) that were pre-filled before sending, and then you use “Edit as new” to create a new version of the same document, the value of those date fields gets automatically changed to today
                                                                                                          • Is there a way to update all the start and end dates of tasks of a project after a calendar change?

                                                                                                            Hi! Here's my situation. I've built a complete project planning. All its tasks have start dates and due dates. After completing the planning, I've realized that the project calendar was not the right one. So I changed the project calendar. I now have
                                                                                                          • Access Phone Field Components (Country Code) Directly

                                                                                                            Hello everyone, I'd like to propose an enhancement for the Phone field in Zoho Creator. The Problem: The Phone field captures the country code and local number separately, but stores them as a single string (e.g., +1234567890). To get the country code,
                                                                                                          • Send mass messages through WhatsApp from the Tickets module

                                                                                                            Hi Everyone! Effective communication is key to delivering prompt and reliable customer support. Because WhatsApp is one of the most widely used and familiar messaging platforms, it's an effective channel for agents to reach customers who have submitted
                                                                                                          • Lead Owner Signature Merge Field

                                                                                                            I want to automatically insert a signature (i.e. contact info usually found at the bottom of an email) into an email template, depending on who the lead owner is. What is the merge code for the Signature from a Users profile? CRM > Settings > Customization > Templates There is a popup near the bottom of the edit screen which says: "You can insert a Signature, which is available as a merge field in the users section." It is also referenced on this page: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-templates/articles/template-builder#Merge_Fields
                                                                                                          • How do I create a time field?

                                                                                                            I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a field
                                                                                                          • Alternating columns - How to reverse order on mobile - Responsive template

                                                                                                            Can the order of alternating columns be reversed on mobile so that image comes before the text? Example: Desktop Row 1 column Left (image) , column right (text) Row 2 column Left (text) , column right (image) Mobile Currently Row 1 Image over text Row
                                                                                                          • InvokeURL butchering JSON for OpenAI API calls

                                                                                                            My organization works with mostly educational institutions. We have a custom module called "Schools", which is the user-entered school name they put when using our service (which they enter along with their state and zip code). We want to map this to
                                                                                                          • Custom order for Current Stage (Blueprint field)

                                                                                                            Hi! I suggest adding the option to set a custom order in reports for the Blueprint field ‘Current Stage’. Currently, these fields can only be sorted in ascending or descending order. Thanks!
                                                                                                          • CRM E-mail Sync from Outlook

                                                                                                            We are exploring Zoho as a possible new solution for our company. We are trying to understand further on how e-mail sync works. We use outlook. Our current CRM logs anytime we e-mail a customer so we can see in the CRM the message sent to the customer.
                                                                                                          • Run your help desk on your schedule

                                                                                                            In business, time is of the essence. This is especially true in a function like customer service, where KPIs such as response time and agent availability are the measures of success. Perhaps the most crucial consideration one needs to make about time is your hours of operation. These set expectations for your customer and for employees. To make communicating this information easier, we've revamped the way business hours and holiday lists work in Zoho Desk.   In order to accommodate teams that work
                                                                                                          • The Customer Happiness REST API is broken

                                                                                                            1. We are unable to extract the customerHappiness ( https://desk.zoho.com/DeskAPIDocument#CustomerHappiness#CustomerHappiness_ListallcustomerHappiness) object using the ticketNumber criteria. We keep getting HTTP 429 even when we limit to 60 calls per
                                                                                                          • Can the Product Image on the Quote Template be enlarged

                                                                                                            Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks
                                                                                                          • Automatic Department and Employee Sync Between Zoho One and Zoho People

                                                                                                            Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.
                                                                                                          • Zoho Expense and Chase Bank Visa credit cards - Direct Feed?

                                                                                                            Our company uses JP Morgan Chase Visa credit cards. We can't be the first to try and use a combination of Zoho Expense + Chase Bank + Visa Credit Cards --- anyone successful with this combination? 1. The direct feed automation isn't working. When I go
                                                                                                          • Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato

                                                                                                            " Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato" Hi need to send email, how can fix this? Thanks, Alice
                                                                                                          • Image inputed in Zoho Form were displayed to small in exported version

                                                                                                            Good evening, my name is athallah, i am a trainee in government office Right now, i use Zoho form to digitalize an airfield monitoring form. my problem is, the image were to small to displayed in exported version. it really bad for formal presentation
                                                                                                          • API. How do I get responses submitted to the form?

                                                                                                            Hi, I'm trying to retrieve a list of form responses via the API. I've created a Self Client application in API Console. What scoup should I enter? What are the endpoints? Is there documentation on this anywhere? I've wasted a lot of time searching. GPT
                                                                                                          • Question about Zoho CRM Professional plan users

                                                                                                            Hello! I have a question about the Zoho CRM Professional plan. Is the pricing charged per user or per organization? Are there any free users included in this plan, or do I need to pay for each additional user separately? Thank you!
                                                                                                          • Communicating with emojis

                                                                                                            On July 17, we celebrate World Emoji Day! We're a bit late 😐 sharing insights about this day. But we just couldn't let it pass without a mention 😊 because emojis have a meaningful connection with customer service 💬 🤝. We do not want to miss out on
                                                                                                          • Changing the Default Search Criteria for Finding Duplicates

                                                                                                            Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.
                                                                                                          • Is it possible to create a word cloud chart in ZoHo Analystics?

                                                                                                            Hi there, I have a volume of transaction text that I would like to analyse using word cloud (or other approcah to detect and present word frequency in a dataset). For example, I have 50,000 records describing menu items in restaurants. I want to be able
                                                                                                          • Help integrating Aircall into Zoho CRM

                                                                                                            Hi all, We are need to get better AirCall integration into Zoho. We have configured in the Aircall dashboard but we have not done the Zoho side. We cannot see Zoho CRM information on incoming calls. And we calls and text's are not being logged. Specifically
                                                                                                          • Shopify Extension no longer working in CRM

                                                                                                            Zoho CRM and Extension are no longer working properly. We have used Shopify Basic for years. All of the sudden it stopped working, then started working again, and now no longer working again. There are several ways for Personal Information to sync from
                                                                                                          • How to keep track of bags, cans, drums of inventory?

                                                                                                            We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another
                                                                                                          • Easy third party collaboration: Zoho Flow Integration

                                                                                                            Third-party integrations extend your project functionality with improved workflow, and data processing. With Zoho Flow integration you can include multiple third party actions into your project or task automation. Add Zoho Flow action in Workflow rules
                                                                                                          • Zoho Inventory - How to pay a supplier up front then receive multiple deliveries

                                                                                                            How do we manage situations where we pay a supplier up front, then the receive the products in increments? Example Workflow: Create Purchase Order > Receive Bill for full amount > Receive Items 2 or more deliveries. Currently, once a Bill is created against
                                                                                                          • Introducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023

                                                                                                            Greetings Customers! We're excited to announce that the CPQ feature will soon be available in Zoho CRM and accessible to all accounts using the Professional, Enterprise, and Ultimate editions. We've opened this feature to select customers, and it'll be
                                                                                                          • how to edit the converted lead records?

                                                                                                            so I can fetch the converted leads records using API (COQL), using this endpoint https://www.zohoapis.com/crm/v5/coql and using COQL filter Converted__s=true for some reasons I need to change the value from a field in a converted lead record. When I try
                                                                                                          • Zoho Bookings <> CRM integration

                                                                                                            Hello Zoho community! We are enabling our Zoho Bookings <> CRM integration. What is the workflow if the integration detects that the contact already exists in the CRM? Does it create a duplicate record? Overwrite the record? Merge the record? (in this
                                                                                                          • Cannot reject empty expense report

                                                                                                            Hello, We are currently having issues with two empty expense reports where if we try to reject them, either manually or through the REST API, we get error 114016, which says some of the expenses have already been billed and must be removed. I'd appreciate
                                                                                                          • Use of Zia within Forms

                                                                                                            I have noticed that recently you have added Zia to help create forms from scratch. Would it be possible to add Zia functionality to free text fields for form submissions or if this is already on the roadmap an ETA for this please? We have a lot of field
                                                                                                          • Default in fields on Form B based on the user selection in Form A

                                                                                                            Hi Everyone, I have added an action button to a form report to bring up a new form based on user selection, see it indicated in red below: Then when the ne form loads, I want to default in some of the fields based on the record the user was selected on.
                                                                                                          • Auto-sync field of lookup value

                                                                                                            This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.
                                                                                                          • Next Page