Quoting 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 TonyCustomers receiving two email notifcations each time an invoice is created
Customers are receiving two emails each time we create a new invoice. They are not duplicates, as there is only one invoice in their account + in the email workflow. But still, they receive the email two times in a row at the same time. We have gone overSubscription Events
Good day, I'm working with web hooks and I am curious if there is a documentation for the `event_types`? Like a detailed list of events and event orders, life cycles. Is there something like that? I couldn't find any.Bulk-update prices on active plans
Hello Zoho and community. We are using Zoho Billing for our licensed products and have set up subscriptions for this purpose, including plans, add-ons, and coupons. Currently, we are facing the question of how to adjust the price of a license so thatHow to add a fee based on payment method
I currently accept both ACH payments and credit card. I want to add a 3% fee to a number of my subscription plans if the customer chooses to use a credit card (and not ACH/checking). How do I do this? Is there an in-built feature, or would i have to createUpcoming Domain Change for the Hosted Payment Pages
The hosted payment pages' default domain will be changed from billing.zoho.com/hostedpages to billing.zohosecure.com/hostedpages for API users and billing.zohosecure.com/subscribe for public pages respectively. Starting from 21st October, your customersDiscount Per Line Item
We are a phone company. Sometimes, when we sign up customers, our sales team would like to provide recurring discounts on certain addons. Presently, we have no way of doing this so when we provide discounts, we are forced to simply reduce the price of the addon. This is not ideal, however, as it does not show anywhere on the invoice that a discount has been applied for that line item. There are two possible solutions to allow line item discounts: 1) Allow users to enter a negative amount for plans/addons.Can't we let users decide which options they'd like to add at embed widget?
It seems embed widget DOES NOT offer a feature, where users can choose options upon subscribing plans. What Zoho has instead, is that admins have to manually create plan with options. How come no one in Zoho dev team never raised issue about usabilityExecute button for Zoho Billing
Hi, I miss the Execute button in the webhook function. It does exist in Zoho Books and found it very useful. Especially because testing a webhook in Zoho Billing needs some time due to the events configuration. Zoho Books webhook function buttonsError message when changing plan
Hi, We are changing plans on a customer but get the following error message when clicking "Continue" - Invalid Element tds_override_preference any quick help would be very appreciated.Pause/Resume Subscrtiption API
I don't see the option to Pause/Resume a subscription using the API, is it in the pipeline?API Timeout Issue Starting on 05.09.2024
Since this morning, we've been encountering issues with API requests, with many of them timing out unexpectedly. After extensive testing and debugging, we found that the timeouts occur randomly, potentially due to a throttling limit or an API usage capacityPaypal Payaments Pro not available in our live account.
We have a test environment set up and one of hte payment gateways is paypal payments pro. This option is not avaiable in our live account and the regular paypal gateway says auto-charge not available. Why does paypal payments pro not appear in our liveWhere do Zoho Webhooks originate from?
I am trying to use the webhook feature and it works on my local machine. However, when I run it on a production server which has a firewall it blocks out requests. I found that the sandbox requests originate from: crmsandbox.zoho.com So I was able toChange activation date on active subscription?
Hi, We charge our customers on a 12 month basis. Whenever the client (or we) wants to change something regarding their plan, pricing or amount of concurrent users we sign a new agreement. This means that we would like another activation date..this fieldCan a subscription have more than one plan?
Hello, We have two licensing components (plans) to our solution and some customers will be using both. We would like to bill the customer for both components in the same invoice. Is this possible?Pro Rata Billing and Quarterly Invoicing Issues in Zoho Subscriptions
Hello everyone, I’m having trouble with pro rata billing for quarterly subscriptions in Zoho Subscriptions. I can only find the option to set the billing cycle to "every 3 months" but not specifically to "quarterly" as a distinct option. Currently, proSubscription Cancellation with Cancellation Reason via API
I tried cancelling subscription using this and its working fine curl --request POST \ --url https://www.zohoapis.com/billing/v1/subscriptions/5482717000000142015/cancel?cancel_at_end=false \ --header 'Authorization: Zoho-oauthtoken 1000.bc3af671b45fexxxxxxxxxxxxxxxxxx3e03eab90ed'Preference Convert to Invoice from Quotes
Why are "Customer Notes" and "Terms & Conditions" converted? Can it follow the format in preference invoices? Because my preference invoices it's different from quotes.Subscription Date Variables Not Displaying on Invoice When Used in Plan Description
Hello everyone, I'm experiencing an issue with displaying subscription date variables on invoices. I tried adding the variables %SubscriptionStartDate% and %SubscriptionEndDate% directly in the plan description, expecting them to show the subscriptionNo generated refresh token
https://accounts.zoho.com/oauth/v2/auth?scope=ZohoSubscriptions.customers.ALL,ZohoSubscriptions.subscriptions.ALL,ZohoSubscriptions.invoices.ALL,ZohoSubscriptions.products.ALL,ZohoSubscriptions.plans.ALL,ZohoSubscriptions.addons.ALL,ZohoSubscriptions.coupons.ALL,ZohoSubscriptions.hostedpages.ALL,ZohoSubscriptions.payments.ALL,ZohoSubscriptions.settings.ALL,ZohoSubscriptions.webhooks.READ&client_id=client_id&response_type=code&access_type=offline&state=billing&redirect_uri=redirect_uriUsing Custom Modules In Zoho Billing to Recreate a Zoho Creator Automation?
Hi Everyone! A while back I created a custom hook between Zoho Billing and Zoho Creator that, when a new subscription starts, send an email with a link for them to fill out custom fields. It seems like this is possible with Zoho Billing Custom Modules,The "Pay via Bank Account" field in the customer record
We've decided that we would like our customers to be able to setup payment via ACH. Is there a way to easily change the field "Pay via Bank Account" to enabled for all of our customers? If not, is that something that your team could do for us? Also, isUpdate Membership Description on Invoice
Hi, We've updated the description of our membership product. It is a monthly renewal membership, and we send an invoice to customers each month. When new customers buy the membership, the new description appears in the invoice. However, when current customersHow to add invoice article automatically?
Topic: How to automatically add invoice articles Context: I utilize ZohoBilling for managing monthly payments, generating subscriptions via ZohoFlow. Problem: I require assistance in enhancing my invoicing process. Details: ZohoBilling generates monthlyTesting webhooks on localhost nodejs API
I am working with Zoho Billings and subscriptions for my MERN stack application. I want to integrate webhooks in my application when subscriptions, invoices, plans, addons etc. are created or updated. But to test and integrate this I will first have toMultiple Subscriptions going to month end invoice
I'm looking to build subscriptions without creating a corresponding invoice that is emailed out to the user. Here's the workflow I'd like to use and would appreciate help in implementing this: Add subscription to a client. Let's say we add a $50/mo recurringZoho Billing Contacts
1) If there is a primary contact and one or more secondary contacts, can these secondary contacts access the customer billing portal? 2) Can each subscription under a customer record be assigned to a different contact so that that contact only receivesCustom 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?Stipe not showing as an option when sending out an invoice.
I am using Zoho Payments as the credit card processor and Strip as the ACH processor. When I send out an invoice to be paid the customer only sees the option to pay via credit card with Zoho payments. I do have the box check that allows for ACH paymentsMultiple Paypal account in zoho subscription
is it possible to configure multiple paypal account in zoho subscription ? if you have different paypal account for different products / services offered.Possibility to forecast ARR in Billings?
Hi, Is it possible to forecast ARR/MRR? If I run the existing reports they are not able to forecast e.g. looking at ARR - churn/non-renewing. Or are there other reports that would give me this data?Auto-charge is not available
Hi, In zoho billing, i am using paypal as payment gateway. I am getting this notice in red "Auto-charge is not available". My business is aiming to get subscription with auto recurring payments, is this a problem i should fix? If so - please explain howSubscription 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 theSingle Sign on for Customer Portal
I'm building an application and would like to use Zoho Subscriptions but digging through the docs have not yet seen a way to accomplish single sign on between the user accounts in my application and the Zoho Subscriptions Customer Portal for Customer Contact Persons. Is there any way to do one of the following to accomplish single sign on between my application and the Customer Portal? * Send Zoho Subscriptions a JSON token from my application, like Zendesk does when a user in the app attempts toFeature Request: Customise module visibility in Zoho Billing / Subscriptions portal (without affecting Zoho Books portal)
If you are using Zoho Books for your day to day invoicing and Zoho Billing to manage your customer's subscriptions, you will notice that users of the Subscriptions customer portal can see unrelated modules such as Estimates and Sales Orders if they areSave embed widget personalizations
Ok, Zoho, Great work on providing PRICING TABLES via the embed widget. Thanks so much. This changed the game for me Only one slight problem....I can't seem to save my widget settings. I'm still building my products and plans but I'm testing how theyAny way to Create Customer facing Custom Buttons within Subscriptions in the Customer Portal?
In Zoho Subscriptions, we can create custom buttons and allow our staff to interact with those custom buttons. Is there any way or any plans to allow a custom button to be assigned to the customer so that the customer can click it from within the customerZoho Subscriptions introduces End of Term changes to a subscription
Hello All, Trying to figure out how to make changes to the subscriptions without prorating? Want the changes to apply only during the next renewal? Aye Matey, we've the solution here. Yes. We have recently added the option in Change Subscription page. You can choose if the changes should be applied immediately or at the end of the term. Say for example, you have a customer. Let's name him Ted. Now let's say Ted is subscribed to the Party plan at 50$ a month and he wants to change over to the Hermit plan atCustomer Portal will soon be hosted on a new domain
Dear users, We're changing the Customer Portal's default domain from billing.zoho.com/portal to billing.zohosecure.com/portal for security reasons. Starting from 5 June 2024, your customers who are using the Customer Portal will automatically be redirectedNext Page
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Upcoming Domain Change for the Hosted Payment Pages
The hosted payment pages' default domain will be changed from billing.zoho.com/hostedpages to billing.zohosecure.com/hostedpages for API users and billing.zohosecure.com/subscribe for public pages respectively. Starting from 21st October, your customersCustomer Portal will soon be hosted on a new domain
Dear users, We're changing the Customer Portal's default domain from billing.zoho.com/portal to billing.zohosecure.com/portal for security reasons. Starting from 5 June 2024, your customers who are using the Customer Portal will automatically be redirectedWhat's New in Zoho Billing - May 2024
Hello everyone, We are excited to share some exciting Zoho Billing updates in this month’s What's New forum post, ranging from enabling your customers to update their information from the Hosted Payment Pages to the option to split offline payments. Let’sTip #5 : Setup Approval Workflow for your Subscription Business
Hello everyone, We have been sharing a tip every week to address specific business scenarios which can be implemented for your subscription business. Last week, we shared a tip about implementing the Refer and Earn Workflow system. This week, we will be looking at how you can set up an Approval Workflow for Subscription Business. Business Scenario: One of our customers had a special requirement for his Subscription Box Business. He runs a Pet Food subscription box business where the food items areZoho Billing will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Billing will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than
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Customers receiving two email notifcations each time an invoice is created
Customers are receiving two emails each time we create a new invoice. They are not duplicates, as there is only one invoice in their account + in the email workflow. But still, they receive the email two times in a row at the same time. We have gone overBulk-update prices on active plans
Hello Zoho and community. We are using Zoho Billing for our licensed products and have set up subscriptions for this purpose, including plans, add-ons, and coupons. Currently, we are facing the question of how to adjust the price of a license so that
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Zoho Billing will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Billing will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older thanIntroducing Invoice Consolidation for Offline Subscriptions
Hello Folks, Glad to announce the feature of Invoice Consolidation for Offline Subscriptions. If you are having multiple subscriptions for your customers, now, you can send a single consolidated invoice for all the Offline Subscriptions that are getting renewed on the same date. Advantage? Customers will be receiving single invoice instead of multiple invoices upon renewal. Also reduces your efforts in follow-up with your customers for payment collections. For Example: If Customer has SubscriptionWhat'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,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. Customers
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