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
Feature Request - Ability to Customise Contact Info Card on Ticket Details View
Hi Desk Team, I've added a "Contact Priority" and "Account Prioirty" field and it would be very useful to agents if they could see that information in the Contact Info card on the Ticket Details view. It would be great if we could choose some fields toTax in Quote
Each row item in a quote has a tax value. At the total numbers at the bottom, there is also a Tax entry. If you select tax in both of the (line item, and the total), the tax doubles. My assumption is that the Tax total should be totalling the tax fromZoho Flow integration with Facebook Messenger and Whatsapp
Hi there, any plans of adding integrations with Facebook Messenger and Whatsapp into Zoho Flow? Seems that more and more business are delivering automated updates such as "your order is received", "your order has been shipped" and so on via these two platforms. Not sure if Whatsapp has the API access needed i am pretty sure that Facebook Messenger has... Kind regards Bo ThygesenMulti-currency and Products
One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. ThereCampaigns unsubscribe/manage preferences links
Hi, Where can I edit the unscubscribe and manage preferences link in the footer of the email. I would like it so that when you click 'manage preferences' an form opens up that allows the person to choose what type of emails they do and don't wish toemail address somehow still not verified (?!)
L.S. After creating a new email template in CRM I was about to send a group email to my clients, then Zoho CRM announced that they would change the sender address to some kind of Zoho-e-ddress because my email address "has not been verified". Not onlyMarketing Tip #17: Add credibility to your online store with Review Widgets
One of the fastest ways to build trust in an online store is to show real customer feedback right where people are deciding to buy. Third-party widgets let you embed things like Google Reviews, Instagram feeds, or even a WhatsApp chat button. These addadding several team members to an Opportunity
How can we add several team members to one opportunity for collaboration? I have researched and only found something called Deal Team which I cannot find in my CRM to configure.PDF Annotation is here - Mark Up PDFs Your Way!
Reviewing PDFs just got a whole lot easier. You can now annotate PDFs directly in Zoho Notebook. Highlight important sections, add text, insert images, apply watermarks, and mark up documents in detail without leaving your notes. No app switching. NoBulk update Profile Permissions
Dears, What should we do if we add new forms or reports and need to update more than 20 permissions? Updating them one by one feels pretty harsh, doesn’t it?Filter in fields from Jira extension
We have installed the Jira extension so we can maken Jira issues from Zoho desk. In Zoho desk I can also see the Jira issue status for example but I can not filter on this field. I would like to setup an filter showing me the closed Jira issues. How canZoho Creator customer portal limitation | Zoho One
I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)Link Contacts to Billed Accounts
Hello, I want to do a survey on all my customers of 2025. For that I want to select all contacts linked to accounts who where billed in 2025. How to I create this link to I can then use Zoho Survey with this database of contacts?Export all of our manuals from Zoho Learn in one go
Hi, I know there's a way to export manuals in Zoho Learn, but I want to export everything in one go so it won't take so long. I can't see a way to do this, can I get some assistance or is this a feature in the pipeline? Thanks, HannahHistorical Sales Info - Blend with Finance Invoice Line Items, Access in CRM and Desk
My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usuallyPre-Zoho Sales Info - Best Way to Add to Desk / CRM
My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usuallyCRM function REST API response format
Is there a way to control the JSON response returned by the CRM function REST API? If I call a function using either OAuth or an API key it returns a 200 OK response with a string in the format shown below. I am using a particular feature of an externalUsing MPN across multiple SKUs and inventory tracking
I have several different SKU's that share a common MPN and would like to track inventory by MPN. SKU1 has MPN1 assigned SKU2 has MPN1 assigned Here is an example If I start with 5 of MPN 1 in stock I want each SKU1 and SKU2 to show as 5 in stock, If IUnable to Access Application:
Whenever I try to access my application from the desktop, say I am editing it and want to test something in the desktop environment I get: An error has occurred. An internal error has occurred. Please check the URL , or try refreshing the page I can editCannot see Application from Lookup field
Hi all, I am trying to access data for an application on our account via a lookup field; however, the application doesn't appear in the dropdown at all. Can anyone shed any light on this, please? I have asked Zoho support; however, they're just as confused,Cannot see correct DNS config for mail after moving domain to another provider
I have moved my domain from one provider to another and after that zoho mail stopped working (expected). Problem is, zoho mail admin panel still shows (10 hours after move) that all records are correct while I haven't changed anything in my domain DNSZoho CRM Meetings Module Issues
We have a use-case that is very common in today's world, but won't work in Zoho CRM. We have an SDR (Sales Development Rep) who makes many calls per day to Leads and Contacts, and schedules meetings for our primary Sales Reps. He does this by loggingZoho Books integration sync from Zoho CRM does not work
Hi Zoho Community & Zoho Support We just tried to get a sync some products into Zoho Books from CRM using the native sync and we're getting an error: "It looks like some mandatory fields you're trying to map are empty. Please provide valid field namesP & L Sub-categorized accounts
How can I show sub-categorized Income and Expense accounts on the P & L report?Report showing Bill Details with Project and Sales Invoice Number
Hi There, I am hoping that someone can help, I am looking for report that can show the bill and expense details along with project its as assigned to and the invoice number that the sales has been raised in. The goal is I can filter a customer/projectAdvanced Payment for Inventory Items with serial numbers
Hello, We sell equipment that we track the unique serial numbers on using Sales Orders. We can charge the customers an advanced payment, then the balance on delivery. We cannot figure out a way to do this in Books/Inventory: - Cannot part invoice a SOIs it possible to restrict ZCRM user to see only custom views created by administrator
I have segmented data in my CRM and I want to allow different users to be able to see only parts of it based on some criteria. I've tried to create and share a custom view, but then there is always an option for user to see all open lead for example.Issues Logging into ZOHO
Hello, one of my coworkers is having issues logging into ZOHO, she has requested a code when entering and the email is correct but she has not received the code. can you help us with this?Google Fonts Integration in Pagesense Popup Editor
Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google FontsAdd Popup Rejection Metrics to Reports
Hello Zoho PageSense Team, We would like to request improved reporting for popup interactions. Current Limitation: PageSense currently provides conversion data, but there is no clear visibility into: Popup rejections Popup closes (✕ button clicks) DismissalsAbility to Reset / Reinitialize Popup Cookies
Hello Zoho PageSense Team, We would like to request the ability to manually reset popup cookies. Current Limitation: At the moment, it is not possible to initiate a new popup cookie from the our side. Visitors who rejected or closed a popup will not seeControl Popup Cookie Expiration Duration
Hello Zoho PageSense Team, We would like to request an enhancement related to popup cookie management. Current Limitation: Currently, PageSense popup cookies remain active for 365 days, and this duration cannot be modified by us. If a visitor closes orClone / Export Popup Design Across PageSense Projects
Hello Zoho PageSense Team, We hope you’re doing well. We would like to request an enhancement that allows popup designs to be reused across different PageSense projects. Problem Statement: Currently, Zoho PageSense allows popups to be duplicated onlyAre there settings for hyperlinks?
Clicking a hyperlinked cell in Sheet creates this little pop-up with the actual hyperlink inside. Is it possible to have a 1-click link where if you click the cell it opens the link directly with no pop-up?Automatically include all ticket attachments in the ticket resolution email
Hello Zoho Community, We are implementing Zoho Desk in a real customer-facing production environment and have run into a limitation that is becoming a blocking requirement for our clients. The problem When a ticket is closed or resolved, Zoho Desk sendsFinding text within a ticket: Expand All or Search this Ticket
The auto-collapse feature within a ticket is nice for screen scrolling, however it makes it difficult to find text within the ticket if the email is collapsed. In fact you cannot find text if it is collapsed. I would like to propose a feature that allowsBooks & Desk. Client mapping
Hi, I’ve been using Zoho Books for several years and am now looking to improve my customer service. I'm experimenting with Zoho Desk and want to sync and map my client data from Zoho Books. However, it seems that mapping requires both contacts to haveString handling
If I cut a currency string from a quote and try and paste it into the Deal "Amount", it will fail unless I manually delete any commas. Dollar signs are no problem, but comma's seem to fail. Please correct this Input Validation error.Feature Request - Allow Customers To Pick Meeting Duration
Hi Bookings Team, It would be great if there was an option to allow customers to pick a duration based on a max and minimum amount of time defined by me and in increments defined by me. For example, I have some slots which are available for customersYouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.
YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.Next Page