Tips & Tricks #14: How to Send Invoices to Your Subscribers Using Webmerge
This time, we'll be taking a look at how you can use Webmerge to create and send invoices automatically to your customers as soon as an invoice has been raised for them in Zoho Subscriptions.
Our weekly tips and tricks help you get the most out of Zoho Subscriptions. Go ahead and check out our previous post about 5 features that are exclusive to Zoho Subscriptions' mobile apps, in case you missed it.
How would this help you?
Zoho Subscriptions provides customizable email and PDF templates that you can send your customers. However, if you already use Webmerge to send documents to your customers for other services, you can learn how to do so with Zoho Subscriptions as well. This will help if you have a particular template in Webmerge that your customers are accustomed to and you'd like to maintain document uniformity among all the services that you provide.
Using Webmerge with Zoho Subscriptions
To use Webmerge with Zoho Subscriptions, we'll need to configure a document template in Webmerge and then set up a webhook in Zoho Subscriptions that can deliver data to Webmerge when certain events take place. Webmerge will then fill this data in your configured document template, which can be sent to your customers, if required.
Let's take a scenario where you want to use Webmerge to automatically send your customers an email notification with an attached invoice PDF as soon as an invoice has been raised for them in Zoho Subscriptions. To do this, you'll need to configure the following settings in both Webmerge and Zoho Subscriptions:
- Create/edit a document template in Webmerge.
- Configure document related settings in Webmerge.
- Configure the email content and delivery settings of your document in Webmerge.
- Copy the Merge URL from Webmerge.
- Create a Webhook in Zoho Subscriptions with the copied Merge URL.
- Map your fields in Zoho Subscriptions to the Merge fields in Webmerge.
These steps can be performed with ease. Let's see how:
- Go to Webmerge > Documents.
- Click New Document and enter a name for it. You can also choose an existing document and edit it.
- Select a Document Type in the pop-up.
- Choose the delivery method as Send Email.
- Click the Document Builder tab to edit your document.
Here, you can edit your document and insert merge fields, which are placeholders that will be filled with the corresponding data from Zoho Subscriptions.
- Click Save.
You can customize various document related settings like the name and output type from the Settings tab. In this tab, ensure that the status is set to Test Mode and mark the Save merge data for debugging box before saving.
Next, go to the Deliver tab to configure your email delivery settings. These settings are used to deliver the document to your customer as soon as the webhook has been triggered.
Once these steps are done, go to the Merge tab and copy the Merge URL. This URL will serve as the delivery address for the webhook in Zoho Subscriptions.
To configure the webhook in Zoho Subscriptions:
- Go to Zoho Subscriptions > Settings > Automation > Webhooks.
- Click + New Webhook.
- Enter a name for the webhook and select the module as Invoice.
- Select the Predefined Event as Invoice Created.
- Enter the Merge URL copied from Webmerge in the URL & PARAMTERS field.
- Click Save.
Now, your webhook has been configured in Zoho Subscriptions. The next time this webhook is triggered, it is necessary to go back to Webmerge to complete some final steps like field mapping. To do this:
- Go to Webmerge > Documents.
- Click on a document and go to the Overview tab.
Under the Recent Merges section, click View Data for the most recent merge.
This pop-up contains all the fields and their data contained in the webhook received from Zoho Subscriptions. Click a particular field to show the merge code, which is the name of the placeholder from Zoho Subscriptions.
These merge codes will have to be entered under their corresponding merge fields in the Field Map tab.
You're all set! The next time an invoice is raised for one of your subscribers, your configured webhook will be fired from Zoho Subscriptions and Webmerge will automatically fill in the corresponding data in your document template and send it to your customer.
Note: It's important that you disable similar notifications in Zoho Subscriptions to avoid sending your customers duplicate emails and notifications.
Have questions? Let us know in the comments below. We're always open to your suggestions and feedback.
Cheers,
Varun Steven
The Zoho Subscriptions Team
Access your files securely from anywhere
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
Varun Steven
bilbox
Prithvin
Rohith | Zoho Billing
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 DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns 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
Function #28: Automatically calculate Customer Loyalty points
Hello everyone, and welcome back to our series! Today, we're excited to share a workflow designed to streamline the management of loyalty points. Many businesses offer incentives or rewards in the form of loyalty points to their customers as a way toFunction #6: Calculate Commissions for paid invoices
Zoho Books helps you automate the process of calculating and recording commissions paid to sales persons using custom functions. We've written a script that computes the commission amount based on the percentage of commission you enter and creates anHow to Add Product SKU in Invoice?
How to Add Product SKU in Invoice?Tracking movement between departments
I've been developing a reporting system in Zoho and one of the groups I want to develop a report on primarily moves tickets from department to another. Is there a way to set up the reporting on Zoho (or Zoho Reports) that can tell me the number of ticketsZoho CRM Calendar View
Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we chooseCall transcrition working for ringcentral?
I don't see anything about what telephony providers can be used. The Zoho support person A said that RingCentral isn't supported. Zoho support person B said that it works, just make sure the call recording link works. Excellent instructions here: CallWhat is syntax to call creator function (or trigger a creator workflow) from CRM deluge?
What is syntax to call creator function (or trigger a creator workflow) from CRM deluge?WhatsApp and Zoho Creator Integration
How we have integrate WhatsApp App with Zoho Creator without using external application ?Improve Creator Calendar Report
Please can you improve the Creator Calendar Report General There is no way to highlight certain days, for example weekends or public holidays. There is no way to hide certain days, for example weekends. There is no way to modify the day header, it justImportant updates to Zoho CRM's email deliverability
Last modified on: Jul 24, 2024 These enhancements are released for all users across all data centers. Modified on: Oct 30, 2023 Organisations that are in the Enterprise and above editions of Zoho CRM, and have not authenticated their email-sending domainsCustom modules not showing in developer console
I'm trying to create a custom summing function for a custom module I made in my CRM. When I go to create the function, my module isnt showing up. Do I need to share the custom moldule with my developer console or something of the like?Chart with Filtered Data vs Unfiltered Data
I am looking to create a chart view that displays the full data set vs a subset of the data filtered by user filter. However I do not seem to find any method by which to exclude a plot from the applied filter or any other method by which to display theMeetups Gratuitos Junio 2024 - Profundiza en las funcionalidades de tu Zoho CRM
Este junio, aprende a sacar el máximo provecho de tu Zoho CRM en la segunda edición de los Zoho Meetups 2024. Los días 18 a 21 de junio, Zoho organiza los Meetups gratuitos para usuarios de Zoho CRM en Valencia, Barcelona, Madrid y Sevilla, donde expertosHow to get the Dashboard page to be the first page when you open the app
So when it opens on a tablet or phone it opens on the welcome page, thanks.Integration between Zoho CRM and Zoho WorkDrive
I'd like to search Zoho for an invoice I've added as an attachment (pdf) to an account. The name of the invoice is 1388-advertiserx-July.pdf - but I can't find it using the search function for any of these terms: 1388 1388-advertiserx 1388-advertiserx-July.pdfTip #17: How to mandate partial payment for your appointments
When you require partial payments during the booking process, customers can only schedule with you after paying a certain amount in advance. This deposit acts as a commitment between both parties. Apart from that, it has many more advantages. BenefitsWhy option for 'include form submission in the body of the email' check box is missing
Hi In all our forms we have configured an <Email Notification> (<Rules> <Form Rules>) In some forms, there is an option to <include form submission in the body of the email> in the <Additional Options> section, however, this option is not available inMozilla Vault extension will not Unlock even once.
I have been using the Vault extension in Chrome based browsers for years, yet after installing the Mozilla Extension in Firefox, it will not unlock. Initially it did redirect me to log into my account, and then enter the master password. However, it didUnable to Download CRM Contact Data: WorkDrive Integration Issues
## Problem Description We need to let users download contact information from CRM as CSV files to their local computers. Since we couldn't implement a direct download option, we're trying to use WorkDrive as a workaround - but we're encountering issuesSort mail by name and subject
I don't see sort function on columns FROM and Subject. I see only sort functio by date. Could add it ?Zoho Creator monthly roundup - September 2024
Hello all, We're back with an exciting set of new features and enhancements that will elevate your Creator experience even further. In case you missed it, we’ve recently revamped our Product Roadmap page, now with a refreshed design and showcasing allKiosk Studio Session #1: View paid customers in the same industry
Update | 15 Oct 2024: Session #2 is now available here! Hello everyone! We're excited to launch our new series of posts on Kiosk Studio today. Called Kiosk Studio Sessions , these posts will be packed with actionable ideas to help you get the most outIssues hosting Zoho Desk Web Form on SharePoint and/or Power BI
Zoho Desk onboarding support has no experience with embedding their web form in either SharePoint or Power BI. Microsoft states that SharePoint and Power BI only support iframe HTML. And unfortunately, the web form embed code that Zoho generates is not"Send with Zoho Sign" broken
Our company uses hyphens in our file name conventions. Our users have been sending the files from other modules with the "Send with Zoho Sign" shortcut in the upper right buttons. Since around June 10, 2024, this stopped working. Our users can send theNot able to change colors help center
Hi. How can I change the orange color in the help center? You can change everything besides this font color And how can I remove the part on the bottom?Transform Numeric Values using st, nd, rd, th or Convert Numerals to Ordinal Form - Deluge
Please Use this sample Code This_Day_Date = zoho.currentdate.toString("dd"); value1 = "th"; if(This_Day_Date.right(1) ="1" && This_Day_Date != "11") { This_Day_Date = This_Day_Date+" "+"st"; } else if ( This_Day_Date.right(1) = "2" && This_Day_Date !=Kaizen #166 - Handling Query Variables in Zoho CRM
Hello, Code Enthusiasts! Welcome to another week of Kaizen! This week, we'll dive into handling variables in Zoho CRM Queries and see how they can be deployed in Kiosk to dynamically retrieve data. This technique is especially useful for integrating dataAutomate User Invitations on Zoho Desk with API
Automate User Invitations on Zoho Desk with API Hello Team, We are excited to announce that you can now automatically invite users to the Zoho Desk portal using the API! ### How It Works For example, when a contact is created in Zoho Desk and you enableIs there a way to add clients who don't have organisation in Zoho Books/Payroll/Expense ?
The Zoho Practice software is only allowing a total of 15 such clients who are not organisations in Zoho Books/Payroll/Expense. i.e. 5 organisation in each of the software by creating a new organization for them and adding the accountant as the adminEmail with attachments saving attachments into Zoho CRM from Zoho Mail
Hi, I get a lot of emails from prospective clients asking if we would bid their project. Those projects usually have many documents associated with them that I link to. I would like to have those documents be saved as an attachment in my Potential or Contact or Account. I don't see a way to do that that isn't multi-step. As of now I do the following: 1.) Open email 2.) If email sender isn't in my Zoho CRM database I enter them creating a Potential 3.) I download the attachment and save it to a differentFixed assets recording
Hello there, I recorded a bill for a vendor contain (Computer) so the PC is a fixed assets, do I need to do a manual journal to include this PC under the fixed assets category (furniture & equipment)? If yes, please take me through the manual journalMulti-Select lookup field has reached its maximum??
Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?Zoho Sheet-Pulling in Data
I have a module where we track POs, Bills etc (its easier for us this way). In this PO Module, we have a task related to a Job/Deal and various fields for costs. A Supplier on a Job might have several POs in this module for the job. I want to generateCan't get ZFS file ID of a field via specific module record
I have a `fileupload` field on a custom module that I need to replace the file for but I don't know how to get the ZFS ID from the module record. # Getting the current fileupload GET https://www.zohoapis.eu/crm/v7/<MODULE>/<ID> # Response { data: [{ //Contemplating moving my site from WordPress to Zoho Sites
Hi Everyone, We currently find ourselves in a situation where we ant to review and update our current sites content. We are small business owners, not developers. We currently use a wide range of Zoho products. We sometimes think about the possibility of either moving or just starting from scratch on Zoho Sites. I would like to know if anyone has done this and of course the things that need to be considered. We have spent quite a bit of time getting our current site positioned organically and I guessMultiple Salesperson against an invoice
Hello, Against a particular invoice, we have multiple sales people working. The reason we combine the invoice is becuase we are an exporter and often consolidate cargo for our customer to save them freight costs. How do I capture the contribution of eachAllow a brand to connect multiple facebook pages at the same time
Our company have multiple facebook pages to represent, every branch, right now we can only link one facebook page, so we can only recive messages from one branch. It would be nice to be able to connect all pages.Whatsapp reply not reflected under Tickets for offline agent
Hi, We are encountering a situation where WA response from customer is not reflected under tickets (if the agent handling the case previously is not active due to off day/ MC). The ticket will remain in the offline agent's queue until agent is back toSelect CRM Custom Module in Zoho Creator
I have a custom module added in Zoho CRM that I would like to link in Zoho creator. When I add the Zoho CRM field it does not show the new module. Is this possible? Do i need to change something in CRM to make it accesible in Creator?Send Whatsapp with API including custom placeholders
Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order numberNext Page