What's New in Zoho Subscriptions - April 2023

What's New in Zoho Subscriptions - April 2023

Hello everyone,

This month's updates bring some highly requested features to Zoho Subscriptions, like credit notes in the Customer Portal and record locking.

Credit Notes in the Customer Portal


You can let your customers view and comment on their credit notes in the Customer Portal. They will also be able to view the invoices to which credits were applied. If a credit note was refunded, they will be able to check when the refund for that credit note was initiated, along with the amount and mode of payment.
To display credit notes in the portal:
  • Go to Settings > Preferences > Customer Portal > General.
  • Check the Display credit notes in the portal option.


Show or hide tax fields on the Hosted Payment Pages (India & UK Editions)

You can now choose to display the GSTIN/VAT Registration Number field on the Hosted Payment Pages for the India and UK editions. This enables you to record your customers' tax details right when they sign up for a subscription.
To configure this:
  • Go to Settings > Hosted Payment Pages.
  • Click the three-dot icon next to a template.
  • Select Edit Layout.
  • Navigate to the Order Details section.
  • Select/deselect the GSTIN/VAT Registration Number field as required.

Record Locking


The newly introduced record locking feature lets you lock your invoices and credit notes to prevent users from modifying or deleting them. Once a record has been locked, only users with the relevant permissions can edit the record. This can help if you have an upcoming audit and you want to prevent unwanted changes to your records.
By default, admin roles have permission to edit locked records. To assign permission to other roles:
  • Go to Settings > Users & Roles > Roles.
  • Edit an existing role or create a new role.
  • Check Edit Locked Records.
Now, users with these roles will be able to edit or lock transactions.



​

Before locking a record, you need to enable record locking for that module. To do this, go to the module's general preferences under Settings > Preferences and enable Record Locking. Now, you can head over to a particular record and lock it from the More dropdown.


You can visit our What's New timeline to view a list of all our previous updates.

We hope you like these updates and would love to hear what you think about them in the comments below. If you require any assistance, please write to us at support@zohosubscriptions.com–we'd be happy to help!


Best regards,
The Zoho Subscriptions Team




    Access your files securely from anywhere

          Zoho Developer Community

              Bootcamp
              Community
              Pricing
              Webinars
              What's New
              Integrations
              Contact Support
              Contact Sales

                Zoho Survey Resources
                  Features
                  Survey Templates
                  Integrations
                  Community
                  iOS Mobile Surveys
                  Pricing
                  Android Mobile Surveys
                  Insurvey Blogs
                  Insight Blogs
                  Tips & Tricks





                                Latest Feature Updates


                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day




                                        Zoho Marketing Automation
                                          Zoho SalesIQ Resources

                                                • 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 Plans

                                                • Zoho 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


                                                Manage your brands on social media
                                                Access Zoho Social

                                                  Zoho Pagesense Resources


                                                      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

                                                                            • 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 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

                                                                                                  • Some emails are not being delivered

                                                                                                    I have this problem where some of my mail just seems to disappear. When I send it, it appears as sent with no mention of any problem, but my recipient never gets it, not even in the Spam folder. Same for receiving, I have a secondary e-mail address, and

                                                                                                  • Unbilled Items Report?

                                                                                                    Hello! Is there any way to display a list of items that remain unbilled, without creating an invoice for each customer to see if the unbilled items box is displayed? ;-) Ben

                                                                                                  • Making Calls Using ZDialer on Zoho Creator Widgets

                                                                                                    The Zdialer Browser Extension does not seem to recognize phone numbers on custom widgets. What is the best way to work around this?

                                                                                                  • ALL sent mails from my zoho email id go to spam

                                                                                                    when we send emails out of Zoho as like Gmail , ALL mails go to spam... more than urgent to get a solution !!!!!!

                                                                                                  • Não consigo enviar e nem receber e-mails

                                                                                                    Estou com problemas pra enviar e receber e-mails. Não consigo enviar (recebo uma mensagem de domínio inválido) e os e-mails que recebo estão voltando. Como devo proceder?

                                                                                                  • Time Field

                                                                                                    Good Day, I have a question, when I save a draft and reload it. Why does the time field format keeps goes from hh:mm to hh:mm:ss? Is there a way I can force it to load to hh:mm only? I have tried example = totime(input.TimeField, "hh:mm") in the -created

                                                                                                  • Receiving email problem

                                                                                                    I can send an email but can't receive from other platform like Gmail

                                                                                                  • Mas de 48 horas sin correo

                                                                                                    Estimados, llevamos más de 48 horas sin poder recibir correo y en este periodo hemos recibido información confusa y lo mas relevante es que Zoho dice que esta todo bien y no encuentra el error. Como deben comprender el perjuicio de no contar con un correo

                                                                                                  • Your account has been blocked due to security reasons.

                                                                                                    Hi everyone. Faced a problem that is wreaking havoc on my business! On December 14, blocked login via WEB, IMAP and POP3 with the reason of unusual activity, allegedly because of VPN/Proxy and suspicion that my account was hacked. I created a ticket to

                                                                                                  • Displaying related quotes in sales order and back

                                                                                                    Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank

                                                                                                  • Details & Limitations of the Free Forever Plan

                                                                                                    I cannot find any comparison/details about the Free Forever Plan. Can you please publish details of what are its limitations?

                                                                                                  • Missing Folders on iPhone Zoho Mail

                                                                                                    Under mailboxes on my iPhone, I don't have an inbox, sent folder, deleted photo, etc. See pics.

                                                                                                  • Functions - How to pass Dynamic Parameters / Arguments?

                                                                                                    I am trying to create a generic function that I can use to update a given field with the name of the user and a given field with a datetime. The purpose of this is to have a history of major actions within the CRM record itself so it is easier to query

                                                                                                  • Query table pull last 12 months

                                                                                                    I am tying to pull the following criteria and the date is always what causes me the issue. I want to pull people (pco_id) who have entries of "event_id" being these 2 events and whos "kind" is Regular or Guest and where the event_starts_at (date column)

                                                                                                  • ChatGPT only summarize in English

                                                                                                    Hello i' v enabled chatgpt in salesIQ, it works great inside conversation (revise, Rephrase etc) add tags works well with another language than English. But when I want to summarize it render only in English, despite sales IQ is set to another language.

                                                                                                  • Vendor Assignment issue for staff in User Roales

                                                                                                    there is a limitation in software that we can't assing Vendors to our staff - we can only assign Customers on staff wise!! There is a limitation of this software that in case i want to assign limited vendors to my staff - it's not possible. Either i will

                                                                                                  • No Hope for Zoho Meeting

                                                                                                    Zoho Meeting is just the poorest meeting app I've come across in a long time. The support sucks too. I called to see if there was anything that could be done on the backend and while I was on a test meeting with support the video was lagging and freezing

                                                                                                  • Inventory Management for Manufacturer

                                                                                                    Hello, We are a manufacturing company in the FnB industry. We want to use the inventory management system to manage our raw material stocks and at the same time once we produce items, we need to increase our final product inventory while decreasing the

                                                                                                  • Does Zoho campaign de-duplicate based on mobile for SMS campaigns?

                                                                                                    Hi - We recently sent our first SMS campaign using Zoho Campaign integrated into Burst SMS and got feedback that some of our customers received multiple messages. Upon inspection, this was due to multiple contacts in our list containing the same mobile

                                                                                                  • Why is Zoho Meeting quality so poor?

                                                                                                    I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on

                                                                                                  • Chat issues

                                                                                                    I am having a couple problems with the zoho chat feature. When I use Chat from the App bar, not everyone is getting messages (these are to different accounts, Yahoo & Gmail). I did finally get the Users to show up correctly. However, when in an active chat with someone, I only get one sound notification. No other notifications, pop up or otherwise, come through to alert if another message was sent. Also, the bottom Chat bar that shows Active chats while I am in email does not show any online contacts

                                                                                                  • How to Download Expense Attachments from Zoho Expenses Using Document Details?

                                                                                                    I am currently working on syncing Zoho Expenses with our internal portal. While syncing, I can successfully retrieve expense details, including document-related information such as file_name, document_id, and other metadata. However, I am facing an issue

                                                                                                  • Zoho Creator Upcoming Updates - December 2024

                                                                                                    Hi all, We're excited to be back with the latest updates and developments on the Creator platform. Here's what we're going over this month: Deluge AI assistance Rapid error messages in Deluge editor QR code & barcode generator Expandable RTF and multi

                                                                                                  • How to Retrieve and Store Expense Attachments from Zoho Expenses?

                                                                                                    I am currently syncing Zoho Expenses with our internal portal. During the sync process, I can successfully retrieve expense details, including document-related information such as file_name, document_id, and other metadata. My goal is to retrieve these

                                                                                                  • Introducing Formula Fields for performing dynamic calculations

                                                                                                    Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This

                                                                                                  • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ （12/19）

                                                                                                    ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 12月開催のZoho ワークアウトについてお知らせします。 ※定員に達したため、受付を終了しました。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、 他の参加者と同じ空間で作業を行うイベントです。先輩ユーザーや他の参加者と意見交換をしながら集中して作業に取り組むことが可能です。

                                                                                                  • Does an email preview pane view register as opened?

                                                                                                    Hi, If a recipient of one of my campaigns views it in a preview pane, opposed to opening the email, does Zoho Campaigns register that email as being opened (viewed)?

                                                                                                  • Portal orders

                                                                                                    Is it possible to set up an ordering system through the portal so that my customers can place orders through their portal?

                                                                                                  • CLIENT PORTAL (If clients can place orders directly on the portal)

                                                                                                    Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.

                                                                                                  • Macro Email to be determined by a ticket field

                                                                                                    Hi, we are a commercial energy brokerage and are implementing Desk as our helpdesk tool to replace manual emails, personal whataspp and telephone. We have setup a macro rule when we can trigger an email, update ticket status and trigger a task.... but

                                                                                                  • Welcome Link Expired

                                                                                                    Hi The links sent to the users didn't get clicked on in time and now all the links have expired. Is there a way to send a new link without deleting them and re-adding them>

                                                                                                  • Zoho expense linked with Campaign instead of customers

                                                                                                    Hi, Is there a development planned for linked an expense or a report to a zoho campaign? Indeed, suppose I created a campain in which I add different clients (for example a trip to a foreign country where I meet 3 different clients), I would like this campaign to be linked to the expenses I have. Say I have a plane ticket, taxis and 1 hotel night, I would like those expenses to be linked to the 3 clients. With Zoho expense, it is not possible at the time (or maybe it is but I do not know how!). thanks

                                                                                                  • 🎄 Jingle, Mingle, and Automate: Spread Christmas Cheer with Zoho Desk Auto-Replies! 🎄

                                                                                                    Hello Everyone! Welcome to this week's episode of the Community Learning Series. Christmas is in the air, and I’m sure we can all feel the jingle and the mingle of the season! The folks at Zylker Techfix are no exception—they’re busy with holiday plans

                                                                                                  • Adjusting Physical Inventory

                                                                                                    Not getting very far with support on this one, they say they are going to fix it but nothings happened since November. Please give this a thumbs up if you would like to see this feature or comment if you have some insight. Use Case: Inventory set to be

                                                                                                  • Print PO receipt

                                                                                                    Hi I would like to print the PO receipt. There does not seem to be any way to do this. I track batch numbers and printing the PO does not show this. Only the receipt would show the details of the receipt. Currently I print the screen which does not have

                                                                                                  • Create a purchase order in vendor's currency

                                                                                                    I am having a problem working this out and would appreciate some suggestions. We have Books and Inventory working in tandem. We are in Australia, our product is sold in Australia in $A and obviously all our invoices, accounts and reports need to be in

                                                                                                  • Work Orders / Bundle Requests

                                                                                                    Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of

                                                                                                  • Getting error during inserting a record in form of zoho people using zoho api

                                                                                                    import requests import json # Set your access token and Zoho People API base URL access_token = '1000.XXXXXXXXXXXXXXX.XXXXXXXXXXXXXXXXXXXXX' api_base_url = 'https://people.zoho.in/people/api/' # Set the form name and data to be inserted form_link_name

                                                                                                  • Change script to add fields

                                                                                                    Hi, I have a custom function (writen by a different implementation company in the beginning) which I would like to edit to add a different field as well. Can't get it to work on my own though. - The script now adds the address fields to a new quote (needs

                                                                                                  • 1 API to all channel

                                                                                                    hi zoho team: I am the product manager of anywheel, we are planning to integrate zoho, we want to integrate multiple channels through 1 API, please can you send me the integration document and guideline?

                                                                                                  • Next Page