Is there a way to prevent duplicate customers in zoho subs using the email address as the unqiue key
We often get duplicate customer records in Zoho Subscriptions - two records having the same email address which causes a lot of havoc. Is there a way to require the email address to be unqiue in zoho subs?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,What's New in Zoho Subscriptions - August 2023
Hello everyone, We are delighted to present this month's updates, which include a series of highly requested features such as additional payment modes, support for regional languages, and improved tax-handling for the Australia edition. Updated paymentPush field from Billing to CRM?
In z Billing, in the payment page I have 2 checkmarks : "accept the terms and condition" and "subscribe to receive email". Is there a way to push those checkmarks into CRM? I need them as a proof. Yes they can't really register if they didn't check theZoho Subscriptions Email Signature not appearing in emails
Hi, I am struggling to make the Email Signature in Zoho Subscriptions emails appear in the confirmation emails. I ha I am using the feature below: The signature is saved in the "Edit Signature" pop-up but none of the confirmation emails actually containZoho Billing: The all-new end-to-end billing solution for SMEs
We introduced Zoho Subscriptions in 2014 when a significant number of industries like SaaS and entertainment were embracing the subscription model. Zoho Subscriptions helped businesses manage their recurring billing, handle customers' subscriptions, andHow To Invoice Immediately for Future Subscription
Hi, When a new subscription is created that has a future start date, Zoho Subscriptions does not invoice the customer until the start date of the subscription. Is there a way to immediately invoice the customer as soon as the subscription is created,Change Error Message to give customers clarity
Zoho, When a customer tries to sign up through a hosted payment page and their credit card gets declined, they get the most ambiguous message: "There was a problem processing the request. Please try again later or contact us at {admin email address} forPrices List in Zoho Subscription API
Hello, I see that the Zoho Subscription supports the Prices List, but I don't see any documentation or API support for this. Could you please check to see if the Prices List can support API or provide a link to documentation? ThanksQuoting for Subscriptions
I was wondering if Zoho Invoices' Estimate functionality can enable me to quote for an upfront price and a recurring monthly price (subscriptions) and have both upfront and recurring prices totalled individually at the bottom? We are a business that sells licensing at a upfront cost and offer a subscription plans and therefore we need to have a quoting system that will enble us to quote both and show totals of both. please advise. Thanks TonyDocumentation on new Hosted Payment Pages
Where is the documentation on the new hosted payment pages. The document in the user guide seems to still have the old info. Looking for info on the email verification feature and to see if we are able to yet save address info to our systems with theCancellation Reason Removal
If we remove one of the cancellation reasons in our list, what will happen to all of the old historical records that have this reason? Should we just use deluge and hide it from the list of choices?Options for subscription listing on customer portal page
How can I add the values of existing fields somewhere in the subscription info on the customer portal? The portal shows each subscription by it's Subscription Number, but we don't use that. We have two fields that we will like to have show up in the subSubscription Statuses - Dunning
How are other companies handling the scenario when customers don't pay and dunning takes over? Our issue is that in my situations, we want our customers to be able to catch up their late payments and continue their subscription after the dunning processissue invoice for future subscription
Hi, I selected the invoice at the date of subscription from the setting (since the alternative is to pre-set a date of a month) which is not my case. So, my question : Some times I need to create a subscription that will start at a future date but I needCustom link in the customer portal in zoho Subscriptions
Is there anyway to create a custom link back to our main app from the customer billing portal in Zoho subs?Supress Subscription Confirmation for Trial accounts
How can I supress the Confirmation email that goes out when a new subscription is created for trial accounts?Not All Zoho Subscriptions are Synching with Zoho CRM
Hi, there! We have noticed that only some of our subscriptions are actually being pulled over to CRM. I have checked, double checked, and triple checked that I set up the integration correctly in both Subscriptions and CRM and did it exactly as it saysForecasting in ZOHO Subscription
Hi, I want to know are we able to get forecasting reports from zoho subscription. Assume, there are 10 customers subscribe different plans in different products which will expiry in different dates. As I admin, I want to know what will be the revenueSubscription pro-ration when self cancelling
When we cancel a subscription for a customer in zoho subs, it gives us the option to cancel immediately or cancel at the end of the subscription term. If cancelling immediately, I believe that a refund pro-rated for the unused amount is created for theDuplicate email addresses in Zoho Subscriptions Customers
We use email address as our login ID for our app (as many saas apps do) and having multiple customers in Zoho Subs with the same email address causes a lot of problems for us in our connected systems. I understand your reasoning for allowing duplicateRenaming products in active subscriptions
I have several subscriptions that use a product that had one name when the subscription was created. Since then, I've changed the name of the product, but it still shows the old name in the customer's record. Is there a way to change that?Customer Updates Card During Dunning - Why is there no Automatic Charge for Invoice??
Zoho, When a payment fails and the subscription moves to dunning, the customer gets an email notifying them of the failed payment. They have the option to update their credit card information. When they update their credit card information, there is noWorkaround for selling Digital Products
Hello! Did anyone had tried selling digital products in Zoho Commerce? I know they only allowed physical products. But have anyone find a workaround? Like sending the digital product through email? Thanks!Send subscription email template using deluge
Hi Folks, I am struggling to have some idea to send an existing email template from deluge. I am create an invoice notification templates but unable to get or send that email template using deluge. It would be great if someone can assist me in getting/firingZoho Commerce with Flow for subscriptions
Hi I had a look at Zoho flow tonight but sadly could not achieve what I wanted too.I was hoping that I could use subscription app to manage some of the products I sell as they are effectively phone subscriptions. To the end I had hoped it would be a easyCustomer and Subscription limit
We have a Zoho One account. I have 12000+ customers and as many subscriptions. Is there any upper limit for the number of customers and subscription that can be created for Zoho subscription which is part of the Zoho One account ?Please Allow CUSTOM SUBSCRIPTION FIELDS as PLACEHOLDERS in EMAILS
I have customized the email notification that is automatically sent to my customers when they enter into a new subscription. However, the placeholders available for customizing the content of the email are too limited for my customers' needs. I justSubscription Invoices - Custom Field
Hello All, I am looking at using the "Sales Person" or a standard field to show coverage date. Essentially, our coverage date is current month - 1 (So today in July, the coverage period would be June 2019). I am wondering if anyone has any suggestions on how this may be accomplished. Thank you. PeterAdding a card details for newly created subscripion using API?
Hello, I am creating a new customer and his subscription through API. I want to create a recurring payment for this subscription that are automatically deducted from customer card. and for this i want to add customer card details for payment using API. So how can i do that? and also how would i update card information through API after the card added to that subscriptionReporting on Cancellation Reason and Notes Fields
I'm trying to find a way to generate a list of cancelled subscriptions that includes the cancellation reason and the notes field from the subscription and am running into a road block. Here is what I have tried: Reports in Zoho Subs - can get reason from churned subs reports, but no notes. Zoho Analytics - can't seem to get either field Zapier - reason and notes doesn't seem to be available Any ideas on how I can get this data?Confirm plan_code property is included in the response for the get list subscriptions API
We are using the Zoho Subscription API to get a list of subscriptions filtered by customer_id. However, when I read the example response in the documentation (https://www.zoho.com/subscriptions/api/v1/subscription/#list-all-subscriptions), I don't seeCustom Field for Subscription
Hi, I can't find a way to add a custom field (to contain a license key generated from our software) against a subscription? Is the only place to add this information in the Invoice module (as custom field for invoice)? When a customer views his subscription via the customer portal, there appears no way to display a license key for them? The invoice is not the natural place to store a license key for a particular subscription, so where else can this be stored and displayed?Import subscriptions
Hi, Is there a way to import subscriptions from another company?data: { code: 15, message: 'Please ensure that addons are not more than 100 characters ' }
When trying to create a subscription and sending plan details I am getting this error data: { code: 15, message: 'Please ensure that addons are not more than 100 characters ' } , although I believe it is normal to have more than 100 charactercode: 4, message: 'Invalid value passed for zsm.plans.api.PlanID'
I am trying to make a request in order to create the subscription, I have sent the customer_id and the plan details but I am getting this error data: { code: 4, message: 'Invalid value passed for zsm.plans.api.PlanID' }Ability to Clone, Copy, Duplicate a Subscription
Hello, our subscriptions have many add on items all of which contain different quantities of those add ons for each different customer. It takes a lot of time to create each new subscription by adding all of the add on items one by one. It would be moreZoho Subscriptions - Importing Data
Has anyone had experience importing data from their old CRM into Zoho Subscriptions? If so, is there a way to import data such as Start Date, End Date, Price - all in one CSV file? ThanksIs there a way to add a negative unbilled charge for a cancellation mid month?
Is it possible to add any sort of refund billing to invoices when working with deactivations in the middle of a billing cycle? Currently we use a lot of automation for our billing, and one issue is dealing with customers who cancel mid month, we wantZoho Subscriptions -- Zoho Commerce integration
Is there integration between Zoho Subscriptions and Zoho Commerce? I would like to create subscription plans in Zoho Subscritpions and list them for on my Zoho Commerce store.Next Page
Announcements
What's New in Zoho Subscriptions - August 2023
Hello everyone, We are delighted to present this month's updates, which include a series of highly requested features such as additional payment modes, support for regional languages, and improved tax-handling for the Australia edition. Updated paymentWhat's New in Zoho Subscriptions - June 2023
Hello everyone, This month's updates bring a new edition, a new payment gateway integration and some report enhancements. Here's what's new: Individual subscription metrics in the MRR report The MRR report provides insights into your monthly recurringWhat'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 creditTip #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. CustomersTips and Tricks #22: How to localize your product prices in Zoho Subscriptions
Adjusting your products’ pricing based on where your customers are located can help in providing a tailored check-out experience for your customers. The first step in achieving this is to display your products’ price in your customer's local currency. You can do this easily using Zoho Subscription's automatic exchange rate feeds and API hosted payment pages, that is, the price that you've set for a product will be shown to your customers in their local currency with the latest exchange rates. However,
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Zoho Billing: The all-new end-to-end billing solution for SMEs
We introduced Zoho Subscriptions in 2014 when a significant number of industries like SaaS and entertainment were embracing the subscription model. Zoho Subscriptions helped businesses manage their recurring billing, handle customers' subscriptions, andCustom link in the customer portal in zoho Subscriptions
Is there anyway to create a custom link back to our main app from the customer billing portal in Zoho subs?Cancellation Reason Removal
If we remove one of the cancellation reasons in our list, what will happen to all of the old historical records that have this reason? Should we just use deluge and hide it from the list of choices?Duplicate email addresses in Zoho Subscriptions Customers
We use email address as our login ID for our app (as many saas apps do) and having multiple customers in Zoho Subs with the same email address causes a lot of problems for us in our connected systems. I understand your reasoning for allowing duplicateSupress Subscription Confirmation for Trial accounts
How can I supress the Confirmation email that goes out when a new subscription is created for trial accounts?
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Sticky Posts
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,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'sNew feature: Create back-dated subscriptions
Hello from the Zoho Subscriptions team. :) We’re happy to announce that today marks the launch of a much-awaited feature: creating back-dated subscriptions! From here on out, whenever you create a new subscription with an activation date that is earlier than the present date, you’ll no longer get an error. Instead, you'll be creating a back-dated subscription. This means that the subscription started at that earlier point in time. The next billing date will be calculated automatically based onIntroducing Developer Space in Zoho Subscriptions
Hello devs! At Zoho Subscriptions, we're constantly looking for ways to empower the developer community. Our goal is to provide you with the tools you need to integrate Zoho Subscriptions with your other platforms, and we also want to make it easy to
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