Tip #9 : Different ways to create a subscription for your customer

Tip #9 : Different ways to create a subscription for your customer

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 how to implement metered billing with Google Sheet. This week we will be looking at the different ways to create subscriptions for your customers.

Let's say you are the owner of a gym and a fitness centre. Your customers can subscribe to your gym in two ways:
  1. Automatic: The customer goes through your website and subscribes online.

  2. Manual: The customers come directly to your gym and you manually onboard them.
Let's look into the above processes in detail.

1) Automatic Subscriptions:

Majority of 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 use the Embed Widget feature to create a Checkout Button and Pricing Table for your plans. The Checkout Button and Pricing Table can be embedded on your website. Embedding this feature in your website is to make it easier for your customers to get information about the plans you offer through the Pricing Table and instantly subscribe to a plan of their choice, by clicking the Checkout Button.

Refer to this video for a more detailed information.

2) Manual Subscriptions - Onboard the customers from Zoho Subscriptions dashboard:

For manually on-boarding your customers, you have to create a new customer in Zoho Subscriptions. After creating a customer, there are three ways to collect the payments.

  1. When the customer pays via cash or card:

    Once the customer has been created in Zoho Subscriptions, create a new subscription for the customer. Then choose the Payment Mode as Offline and record the payment for the first billing cycle in the following page. A subscription will now be created for the customer and the first created invoice will be marked as paid.

  2. When you send an invoice to the customer and they opt to pay online: 

    After creating a new customer, create a new subscription for the customer by choosing the Payment Mode as Offline and choose the configured payment gateway of your choice. A subscription will now be created and an invoice will be sent to the customer via email automatically with a link to pay for it. Your customers can click the link on the email to make the payment.

  3. When the customers give their card details to charge them on every renewal:

    Customers might also give you their card details to charge them upon every renewal and send an invoice copy to them for the same. To help you with these type of payments, Zoho Subscriptions provides you with the Request Payment Page. You can easily send an email to the customer with a link to update their card details using the Request Payment page.

    Once the customer has updated the card details, you will be notified with an in-app notification. After that, you can create a new subscription for the customer by choosing Payment Mode as Online and the Card has the payment option for the customer. The customer will then be charged automatically every month and an invoice will be sent to them.
All the above-mentioned ways can be done via;
      ii) APIs; and
      iii) Mobile Apps.

Refer to this video for a more detailed explanation. 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

                                                                                                          • Unable to explore desk.zoho.com

                                                                                                            Greetings, I have an account with zoho which already has a survey subscription. I would like to explore desk.zoho.com, but when I visit it while logged in (https://desk.zoho.com/agent?action=CreatePortal) I just get a blank page. I have tried different
                                                                                                          • Offline support for mobile app

                                                                                                            Accessing your files and folders from your mobile devices is now quicker and simpler, thanks to the power of offline support. Whether on an Android or iOS device, you can use the Offline function to save files and folders, so you can review them even
                                                                                                          • Zoho Desk KB article embedded on another site.

                                                                                                            We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to
                                                                                                          • List of packaged components and if they are upgradable

                                                                                                            Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?
                                                                                                          • Does Attari Messaging app have Bot option and APIB

                                                                                                            Hi, Does Attari also have Bot and API as we use in WhatsApp??
                                                                                                          • How to add application logo

                                                                                                            I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writing
                                                                                                          • Zoho Analytics Regex Support

                                                                                                            When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.
                                                                                                          • Change of Blog Author

                                                                                                            Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan
                                                                                                          • how to differentiate if whatsapp comes from certain landing page?

                                                                                                            I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp
                                                                                                          • How to record company set up fees?

                                                                                                            Hi all, We are starting out our company in Australia and would appreciate any help with setting up Books accounts. We paid an accountant to do company registration, TFN, company constitution, etc. I heard these all can be recorded as Incorporation Costs, which is an intangible asset account, and amortised over 5 years. Is this the correct way to do it under the current Australian tax regulations? How and when exactly should I record the initial entry and each year's amortasation in Books? Generally
                                                                                                          • Show Payment terms in Estimates

                                                                                                            Hi,  we are trying to set up that estimates automatically relates payment terms for the payment terms we introduced on Edit contact (Field Payment terms).  How can it be done? Our aim is to avoid problems on payment terms introduced and do not need to introduce it manually on each client (for the moment we are introducing this information on Terms and Conditions.  Kind Regards, 
                                                                                                          • When dispatched to crew, assigning lead missing

                                                                                                            Hello, For the past two or three weeks, whenever an officer assigns Service Appointment to a team, the lead person is missing from the assigned service list. Therefore, we have to reschedule the SA and then the lead person becomes visible in the assigned
                                                                                                          • I want to transfer the project created in this account to another account

                                                                                                            Dear Sir I want to transfer the project created in one account to another account
                                                                                                          • Weekly Tips : Customize your Compose for a smoother workflow

                                                                                                            You are someone who sends a lot of emails, but half the sections in the composer just get in your way — like fields you never use or sections that clutter the space. You find yourself always hunting for the same few formatting tools, and the layout just
                                                                                                          • Custom Bulk Select Button

                                                                                                            Zoho CRM offers the ability to select multiple records and invoke a Custom Button This functionality is missing from Recruit Currently we can only add buttons in the detail page and list But we cannot select Multiple Records and invoke a function with
                                                                                                          • Power of Automation :: Smart Ticket Management Between Zoho Desk and Projects

                                                                                                            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 automate
                                                                                                          • Need to set workflow or journey wait time (time delay) in minutes, not hours

                                                                                                            Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer
                                                                                                          • BUG - Google Business Buttons - Add a button to GBP Post

                                                                                                            I am experiencing an issue with the "Add a button" feature when creating posts for my Google Business Profile (GBP) through Zoho Social. When I schedule or publish a GBP post and include a call-to-action button with a specific URL, the post itself publishes
                                                                                                          • Do you have software like Windows software?

                                                                                                            We want swadeshi software
                                                                                                          • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

                                                                                                            Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these
                                                                                                          • Trying to export a report to Excel via a deluge script

                                                                                                            I have this code from other posts but it gives me an error of improper statement, due to missing ; at end of line or incomplete expression. Tried lots of variations to no avail. openUrl(https://creatorapp.zoho.com/<username>/<app name>/XLSX/#Report:<reportname>,"same
                                                                                                          • Need help to create a attach file api

                                                                                                            https://www.zoho.com/crm/developer/docs/api/v8/upload-attachment.html Please help me to create it... It's not working for while. Do you have some example?
                                                                                                          • Export view via deluge.

                                                                                                            Hi, Is it possible to export a view (as a spreadsheet) via deluge? I would like to be able to export a view as a spreadsheet when a user clicks a button. Thanks     
                                                                                                          • Zoho Inventory's latest shipping integration updates at a glance.

                                                                                                            Hello Users, We would like to share some important news about our latest improvements in the Shipping integration capabilities of Zoho Inventory that we achieved in 2024 with some of our major integration partners in key editions across APAC, North America,
                                                                                                          • Possible to generate/download Quote PDF using REST API?

                                                                                                            See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?
                                                                                                          • Creating an invoice to be paid in two installments?

                                                                                                            Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their
                                                                                                          • Bug in allowing the user to buy out of stock items

                                                                                                            Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any
                                                                                                          • Replace Lookup fields ID value with their actual name and adding inormation from subforms

                                                                                                            Hi everyone,  I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below.  To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when giving
                                                                                                          • Can a Zoho Sites page be embedded into another website (outside Zoho)

                                                                                                            Hi All, We have a request from a client - they'd like to take one of our information pages created in Zoho Sites and embed it into their own website? I was told through an email with Zoho that this was possible >>Thank you for your patience regarding
                                                                                                          • Bug in allowing the user to buy out of stock items

                                                                                                            Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any
                                                                                                          • Transition Criteria Appearing on Blueprint Transitions

                                                                                                            On Monday, Sept. 8th, the Transition criteria started appearing on our Blueprints when users hover over a Transition button. See image. We contacted Zoho support because it's confusing our users (there's really no reason for them to see it), but we haven't
                                                                                                          • Zoho CRM Sales Targets for Individual Salespeople

                                                                                                            Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.
                                                                                                          • Transfer all Related Data to new Account Owner

                                                                                                            Currently when I change the account Owner I only see the option to change only the open deals But I want the new account owner to take over all the related modules and all the deal stages Is it not possible right now? Am I missing something? Do I really
                                                                                                          • How to Calculate MTTR (Mean Time to Resolve)

                                                                                                            We want to calculate MTTR (Mean Time to Resolve) in our Zoho Analytics report under Tickets. Currently, we are using the following fields: Ticket ID Ticket Created Time Ticket Closed Time Ticket On Hold Time We are planning to calculate MTTR (in days)
                                                                                                          • How to export project tasks, including the comments

                                                                                                            Hi, how can I export the project tasks, whereby I can also see the comments associated to a specific task? The use-case is that often we use comments to discuss or update a task related ideas. I would like to export the tasks, where we can also see the
                                                                                                          • Does Zoho Sheet Supports https://n8n.io ?

                                                                                                            Does Zoho Sheet Supports https://n8n.io ? If not, can we take this as an idea and deploy in future please? Thanks
                                                                                                          • Bigin Android app update: User management

                                                                                                            Hello everyone! In the most recent Bigin Android app update, we have brought in support for the 'Users and Controls' section. You can now manage the users in your organization within the mobile app. There are three tabs in the 'Users and Controls' section:
                                                                                                          • Share records with your customers and let them track their statuses in real time.

                                                                                                            Greetings, I hope everyone is doing well! We're excited to introduce the external sharing feature for pipeline records. This new enhancement enables you to share pipeline records with your customers via a shareable link and thereby track the status of
                                                                                                          • Live webinar: Discover Zoho Show: A complete walkthrough

                                                                                                            Hello everyone, We’re excited to invite you to our upcoming live webinar, Discover Zoho Show: A Complete Walkthrough. Whether you’re just getting started with Show or eager to explore advanced capabilities, this session will show you useful tips and features
                                                                                                          • Deal Stage component/widget/whatever it is... event

                                                                                                            Deal Stages I am trying to access the event and value of this component. I can do it by changing the Stage field but users can also change a Deal Stage via this component and I need to be able to capture both values. Clicking on 'Verbal' for instance,
                                                                                                          • Next Page