Upcoming Features for Zoho Subscriptions
Hello everyone,
Zoho Subscriptions is set to receive a massive update, with a bunch of new features and usability improvements. This update will also provide a shared user experience with other apps from the Zoho Finance suite, such as Zoho Books or Zoho Inventory.
Zoho Subscriptions is set to receive a massive update, with a bunch of new features and usability improvements. This update will also provide a shared user experience with other apps from the Zoho Finance suite, such as Zoho Books or Zoho Inventory.
Here's a quick peek at some of the features that will be available to you soon:
Payment Links for ad hoc payments
This is a new feature that will let you request and accept one-time payments from customers by sending them payment links, which they can use to make online payments to you. These payments can be for miscellaneous reasons that need not be related to any subscriptions, such as an advance payment or a convenience fee.
Enhancements to reports
- Revamped UI: Most reports will get a slicker UI, that's more intuitive and puts commonly used customization features in places that are easier to access. Some reports will also get comparative percentage changes across different periods, along with the option to set expected figures as a benchmark. Here's a glimpse of what the new UI will look like:
- Favorites: Mark frequently visited reports as favorites to pin them at the top of the Reports module.
- Share reports: You can quickly share the reports that you've generated with other users and set the level of access they have for that report as well.
- Schedule reports: You can schedule some reports to be generated routinely and emailed to the recipients that you choose.
More control for emails
- Sender Email Preferences will allow you to manage the From address of emails that are sent from Zoho Subscriptions. It will also assist you in adding SPF and DKIM records for your domain, to prevent your emails from landing in a recipient's spam or trash folder.
- Email Insights lets you keep track of the notification emails that have been sent to customers. You will be able to know if an email was opened, and exactly when it was opened, which can help in deciding when to initiate follow-up conversations with customers.
Revamped modules
The following modules will receive new features and improvements all-around:
- Customers: You will be able to generate customer statements, send emails directly from Zoho Subscriptions, and find related transactions more easily with an improved Transactions tab.
- Subscriptions: New features like creating customers on the fly, contextual customer details, and Advanced Search for customers will make it much faster to create new subscriptions.
- Payments: The existing Transactions module will be renamed to Payments. You can use it to record or edit payments, view payment receipt PDFs, and perform an Advanced Search to find payments easily.
General usability improvements
Throughout the app, you will find changes that aid with usability and accessibility. Here are some that will be evidently visible:
- Invoice Details: The action bar in the invoice details screen has been revamped. The new design adds text to previously standalone icons and also groups certain options to make them easier to find.
- Recent Activities: The recent activities dropdown, that's always present near the search bar will assist in navigation by listing any transactions or customers that have recently been updated, created or visited.
- Online Payments: The Online Payments section in Settings > Integrations, will be moved out to its own spot in Settings, and all the payment gateway integrations that are available will be grouped based on the type of payment methods that they support.
- Right-to-left interface: If your organization's language is set to Arabic, Zoho Subscriptions' entire interface, including navigation bars and other visual elements will be switched to a right-to-left style, so Arabic speakers will feel right at home.
New and improved settings
Apart from bolstering some existing modules with more preferences, there will also be new sections in Settings, to accommodate preferences for the newly added features.
Here's what will change in Settings:
- Users and Roles: You will be provided with an extensive range of configurations for how users can access reports.
- Templates: The existing Templates section will house templates for two new documents: Customer Statements & Payment Receipts. The template editor will also see improvements, such as the ability to add annexure content and adjust the width of individual rows in item tables.
- Reporting Tags: A new section to manage reporting tags will be added.
- Emails: The existing Email Notifications section will be renamed to Emails, and will direct towards Sender Email Preferences, Email Insights, and templates for email notifications.
The following changes will be made in Settings > Preferences.
- General: This is a new section that will contain common preferences, such as options for your organization's address format or PDF attachments in emails.
- Payments: The existing Payments section will be renamed to Payments Received, along with preferences fo custom fields and custom buttons.
- Delivery Notes & Packing Slips: These are two new sections, which will let you configure the layout and label names for delivery notes and packing slips.
- Users: This is a new section which will allow you to configure custom fields for the users of your organization.
These are some of the major features and improvements that will be available in Zoho Subscriptions. We'll reveal a full list of the new features and shed more light on the ones mentioned above soon.
We'll release these features in the weeks that follow. We can't wait for you to try them out! You can also write to us at support@zohosubscriptions.com if you'd like early access to these features. Your feedback is valuable to us, so make sure to let us know what you think about these updates in the comments below!
Best regards,
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
Varun Steven
OfficeServ Accounts
Jim Kubicek
Trey Shadwick
pmc
Sticky Posts
What's New in Zoho Billing - February 2024
Hello everyone, We are excited to share the first set of updates for Zoho Billing in 2024. Read along to know more about a wide range of updates, from the Aging Summary in customer statements to Apple Pay support in Stripe. One-Time Invoice with PlansZoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,Zoho Subscriptions wins IDC's 2020 SaaS CSAT Award for Subscription Billing
Dear customers, We're excited to share that Zoho Subscriptions has won IDC's 2020 SaaS Customer Satisfaction Award! As a team, we cherish each and every milestone with our customer community. And this particular award, focusing on customer satisfaction,Introducing: SMS notifications via Zoho Subscriptions
Dear customers, We hope you are doing well! We are happy to announce that you can now send SMS notifications to your customers right from Zoho Subscriptions. To facilitate this, we've integrated with Twilio, a leader in the business communication space.What's new this December in Zoho Subscriptions
The year is almost over and we here at Zoho Subscriptions have released new features and updates on the month of November. Let's take a look at the features we have worked on in the past month. Zendesk Integration The Zoho Subscriptions app for Zendesk allows your customer support executive to access customer details in an instant. You will be able to view the customer information from Zoho Subscriptions right from your ticket view. On enabling the integration, you will be able to: Get your customer
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
customer data security
We are exploring ways to enhance our within Zoho CRM. Our Goal: We want to fully integrate RingCentral with Zoho CRM to enable click-to-call functionality for our sales team. However, to comply with data privacy regulations and protect customer contactZoho Cliq not working on airplanes
Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantlySync CRM inventory data with Zoho Books
I just switched everything over to ZoHo books, but I am trying to find out why the CRM Estimates, Invoices, and Sales Orders created in ZoHo CRM are not then duplicated in ZoHo Books? I had Quickbooks before, and had to do everything twice, I thoughtmask Customer phone number and agents cant see customer phone number
Is there any way we can integrate Zoom Phone with Zoho CRM while ensuring that customer phone numbers remain masked? We need a solution where agents can make outbound calls but cannot see customer phone numbers. Please let us know if there is any solutionEmail Reminders on Shared Calendars
How do we turn off the setting that emails reminders to everyone who has accepted or declined a calendar invite? If 8 of us have been invited to the same meeting, we receive 8 notifications for every step of the process, from invitation to decision.WebDAV / FTP / SFTP protocols for syncing
I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful if you implemented standard protocols such as WebDAV / FTP / SFTP so that alternative inc clients can be used.What's New in Zoho Inventory | Q2 2025
Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more excitingHow to refresh a ticket view ?
I am doing a widget where I send a rest api call to make a new draft to the ticket I am viewing. The issue is sometimes it refresh a ticket view and I can see inserted draft right away, but sometimes I do not see it even if it is inserted correctly andUgh! - Text Box (Single Line) Not Enough - Text Box (Multi-line) Unavailable in PDF!
I provide services, I do not sell items. In each estimate I send I provide a customized job description. A two or three sentence summary of the job to be performed. I need to be able to include this job description on each estimate I send as it's a criticalMerge Items
Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.Supervisor Rules - Zoho Desk
Hi, I have set up a Supervisor Rule in Zoho Desk to send an email alert when a ticket has been on hold for 48 hours. Is there a way to change it so that the alert only sends once and not on an hourly basis? Thank you LauraResponseCode 421, 4.7.0 [TSS04] Messages from 136.143.188.51 temporarily deferred due to user complaints
Had email bounce. Let me know if you can fix this. Thanks. MichaelAutomation #15: Automatically Adding Static Secondary Contacts
Rockel is a top-tier client of Zylker traders. Marcus handles communications with Rockel and would like to add Terence, the CTO of Zylker traders to the email conversations. In this case, the emails coming from user address rockel.com should have TerenceNew Zoho triggers Google Dangerous flag due toabnormal charcters
Just signed up and doing my first email test. I sent it to my google email account but it got flagged as Dangerous" due abnormal characters. My DNS setup looks ok. Page snips attached Help Please Thanks, Rick DC PowerWorldIs there a API to fetch tasks in a Board/Section
I am writing a scheduled function that retrieves all the tasks and send an reminder on cliq. I cannot seem to find a API to fetch tasks (by user / board / section) What are the way to fetch tasks?Having trouble fetching contents of Zoho Connect Feeds using the API, requesting alternative API documentation.
I'm trying to retrieve feed/post data from Zoho Connect using the API but facing challenges with the current documentation. What I've tried: OAuth authentication is working correctly (getting 200 OK responses) Tested multiple endpoints: /pulse/nativeapi/v2/feeds,Adding an Account Name to Tasks/Reminders
Does anyone know how to add the related account name to a task? When we look at the list of activities and when the reminders pop up, there is no way of quickly seeing who the account is.Triggering Zoho Flow on Workdrive File Label
Right now Im trying to have a zoho flow trigger on the labeling/classification of a file in a folder. Looking at the trigger options they arent great for something like this. File event occurred is probably the most applicable, but the events it has arentSendMail to multiple recipients
Hi, I'm trying to send an email to a list of recipients. Right now the "to" field is directed to a string variable. (List variables won't work here). In the string variable, how can I make it work? trying "user@app.com;user2@app.com" or "user@app.com; user2@app.com" just failed to send the emails. RavidPopulate drop down field from another form's subform
Hello, I found how to do that, but not in case of a subform. I have a Product form that has a subform for unit and prices. A product might have more than one unit. For example, the product "Brocoli" can be sold in unit at 3$ or in box of 10 at 25 $. BothUsar o Inventory ou módulo customizado no CRM para Gestão de Estoque ?
Minha maior dor hoje em usar o zoho é a gestão do meu estoque. Sou uma empresa de varejo e essa gestão é fundamental pra mim. Obviamente preciso que esse estoque seja visível no CRM, Inicialmente fiz através de módulos personalizados no próprio Zoho CRM,Signup forms behaviour : Same email & multiple submissions
My use case is that I have a signup form (FormA) that I use in several places on my website, with a hidden field so I can see where the contact has been made from. I also have a couple of other signup forms (FormB and FormC) that slight differences. Allgetting error in project users api
Hello, I'm getting a "Given URL is wrong" error when trying to use the Zoho Projects V3 API endpoint for adding users to a project. The URL I'm using is https://projectsapi.zoho.com/api/v3/portal/{portalid}/projects/{projectid}/projectusers/ and it'sChange total display format in weekly time logs
Hi! Would it be possible to display the total of the value entered in the weekly time log in the same format that the user input? This could be an option in the general settings -> display daily timesheet total in XX.XX format or XX:XX.Different Company Name for billing & shipping address
We are using Zoho Books & Inventory for our Logistics and started to realize soon, that Zoho is not offering a dedicated field for a shipping address company name .. when we are creating carrier shipping labels, the Billing Address company name gets alwaysHow to display historical ticket information of the total time spent in each status
Hi All, Hoping someone can help me, as I am new to Zoho Analytics, and I am a little stuck. I am looking to create a bar chart that looks back over tickets raised in the previous month and displays how much time was spent in each status (With Customer,Zoho Projects iOS app update: Global Web Tabs support
Hello everyone! In the latest version(v3.10.10) of the Zoho Projects app update, we have brought in support for Global Web Tabs. You can now access the web tabs across all the projects from the Home module of the app. Please update the app to the latestZoho Community Weekend Maintenance: 13–15 Sep 2025
Hi everyone, We wanted to give you a heads-up that Zoho Community will undergo scheduled maintenance this weekend. During this period, some community features will be temporarily unavailable, while others will be in read-only mode. Maintenance Window:Agent Performance Report
From data to decisions: A deep dive into ticketing system reports An agent performance report in a ticketing system provides a comprehensive view of how support agents manage customer tickets. It measures efficiency and quality by tracking key performanceShow both Vendor and Customers in contact statement
Dear Sir, some companies like us working with companies as Vendor and Customers too !!! it mean we send invoice and also receive bill from them , so we need our all amount in one place , but in contact statement , is separate it as Vendor and Customer,Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture??
Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture ??How can I adjust column width in Zoho Books?
One issue I keep running into is as I show or hide columns in reports, the column widths get weird. Some columns have text cut off while others can take a fourth of the page for just a few characters. I checked report layout guides and my settings, butInvalid value passed for file_name
System generated file name does not send file anymore - what is the problem?Custom Function for Estimates
Hey everyone, I was wondering if there was a way to automate the Subject of an estimate whenever one is created or edited: * the green box using following infos: * Customer Name and Estimate Date. My Goal is to change the Subject to have this format "<MyFirm>-EstimateThis domain is not allowed to add. Please contact support-as@zohocorp.com for further details
I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is theSearch in module lists has detiorated
Every module has a problem with the search function :-/YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign
Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave inSearch in module lists has detiorated
Every module has a problem with the search function :-/Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens
find attached extract of my reportAdd Zoho Forms to Zoho CRM Plus bundle
Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant andNext Page