Zoho 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.
How 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 create
SEPA stripe vs gocardless
Hi, we want to use Zoho Books - but as we are a company that is based in Germany we are using SEPA mandates. I know that its possible to use GoCardless - but the fees are extremly high (15 EUR fee for a 5000 EUR transaction). Is there any other way to
Where 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 to
Can 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?
Any 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 customer
Zoho 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 contain
How 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,
issue 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 need
Send Invoice \ Estimate Via WhatsApp
Has anyone figure a way to send invoices and estimate using WhatsApp from the computer not a cell phone. There is a post in the forum but when i called support they tell me its not possible. Thanks Rudy
Price indexation (inflation)
Hi, in our contracts we have a provision that during the term of the contract we can increase the price annually with CPI (say 3%). Is there a way to update an existing subscription and say price will be example: 102 instead of 100 starting march 1st..
Renaming 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?
Is 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 want
Zoho Subscriptions
For a subscription, is there any way to push updates to a subscription form API as unbilled charges, but show immediate change on the invoice? We often will have customers activate multiple devices per month, and invoicing each additional device separately
Historical Records when customer email address changes
When an email address is changed on a customer record, all past invoices for subs under that customer now show the new email address instead of the one it was originally sent to. This makes it very hard to put together a history of account. Do the related
Webhook Event for pending subscription changes
Hi there! I am updating a subscription by using the API. I am making changes (increasing addon quantity) with end_of_term = false. I want to setup a Webhook to catch this event but I can not find any predefined event for this case. Also I can not find
Bericht "Aktive Kunden" wie in der mobilen Version
In der mobilen Version von Zoho Subscription zeigt der Bericht "Aktive Kunden" die Tarif (Tarifname) mit der jeweiligen Anzahl. In der Web-Version zeigt der Bericht "Aktive Kunden" ein ganz anderes Ergebnis. Hier müsste man jeden einzelnen Tarif anwählen,
Hos to get zoho setup fee upfront?
I have a request from one of our clients. They would like to charge a client only the setup fee (upfront, something like a deposit) lets say 100€ (it is a fee which comes dynamically using API from a CRM field). After that the monthly fee to be triggered
Coupon Code Field Pre-Populated with New Sign-Up Offer
My intent was to offer a 33% discount for the first-time subscribers and would like the coupon code to be pre-populated on the sign-up page to avoid reworking of applying the code following a customer complaint if they fail to enter it on sign-up.
You are not a part of any ZohoCRM service orgs. Please remove the scope to generate the token.
I am at the very beginning of trying to access some of the Zoho info in my C# client. I have registered my app as a self-client and now I am trying to get a token generated with scope "ZohoCRM.modules.ALL". I get an error: Generate Code You are not a
Trials without payment info becoming subscriptions.
Hi, According to this page https://www.zoho.com/us/subscriptions/kb/subscriptions/what-happens-after-trial-expiry.html The Trials subscriptions should be marked as canceled. I have been doing testing prior to launch and I have a few test accounts that
Can I use Zoho Subscriptions without the Payment Gateway?
I operate in a country where none of the existing Zoho Subscription Payment Gateways are supported. I would therefore like to handle the payments via payfast.co.za (a local payment gateway) and use webhooks / APIs from Woocommerce to Zoho Subscriptions
Kundennummer in neues Abo schreiben
Wir haben ein benutzerdefiniertes Feld "cf_kundennummer" das am Kunden zu finden ist. Wenn ein neues Abo erfasst wird, soll die Kundennummer aus dem benutzerdefinierten Feld "cf_kundennummer" in das neu angelegte Abo geschrieben werden. Vermutlich über
Subscription Profitability
How do you track subscription profitability when there is no ability to enter a cost for a Plan?
Paid Trials?
We offer paid trials for a period of 90 days (at a reduced rate) vs. Free trials. What's the best way to set up paid trials in subscriptions so we can then still monitor conversion rates.
How to get URL for hosted page (Payment Update Page)
I am showing the hosted page called "Checkout Page" and this is working. I want to add the hosted page (Payment Update Page) for customers who need to change their card details. I can find the URL for the Checkout Page from the "View Plan URL" link in
Void an Invoice in Dunning
Hello, I am seeking your advice as to how to Void an Invoice that is in dunning. When I try to Void the invoice, I get the error message "Cannot void the invoice when the subscription/recurring invoice is in dunning state". However, on-screen is also
Pro Rata Calculation before editing subscription
Hello We have a user flow we had no idea how to solve. Maybe you have any ideas. When a customer wants to upgrade his subscription in the middle of his billing cycle, we need to show him (in the product interface) the sum he will be charged immediately.
Using Zoho Subscriptions with Service Business
We're a lawn maintenance company. Let's say we have 3 different annual recurring subscription offerings: (A) Lawn Mowing Program (B) Lawn Fertilizer Program (C) Landscaping Maintenance Program and we also offer 3 "One Time" or "One Off" type services:
Best way to handle credit card disputes in Zoho Subscriptions and Books with Stripe
What's the recommended approach for handling credit card disputes for customers who use Stripe? For example, let's say we have a subscription for $100/year and in year two the customer disputes the charge. Stripe notifies us via email of a dispute and
Best way to charge a fix percentage increase instead of a fix price for an item
Hello Zoho subscription community members! Here's the situation we are trying to solve and for which we need your help/input : Some of our product's pricing is based on a fix % increase of the client's total subscription. For example, instead of charging
Updating Plan count in subscription
Im running automation where we want to to increment the quantity of a customers subscription plan by 1. Ive been testing with different update bodies but even though I get the "successfully updated" message on calling the update method, the quantity does
Automating additional addresses for customers?
Hello, For customers, we can have a billing address, a shipping address, and additional addresses as well now. I have two questions. 1. How many additional addresses can one customer have, is there a limit? 2. The API documentation doesn't contain any
Is it possible to send invoices to clients before their renewal date and is it possible to implement an invoice review process?
Hello, All of our clients are on yearly plans and are paying us via Purchase Orders with varying terms. In order to ensure we are receiving the payment prior to their actual contract renewal date, we are sending them a renewal invoice 3 months prior to
Addon Checkout
Hello, I would like to make checkout addon options same like you have in this demo https://www.zoho.com/subscriptions/checkout/addon-checkout/ I tried everything but I was not able to make the options like you have in the demo. We need to have the options
Hybrid Pricing
We plan to use a hybrid pricing model, which includes a (fixed) monthly subscription fee PLUS (varying) usage-based fee that can vary from month to month. Can Zoho Subscriptions handle hybrid pricing? How can we implement it?
South Africa: Payment Gateway and Accounting Integration
Hi there, has anyone successfully integrated Zoho Book or Zoho Subscription within a South African environment? Would love to use the Subscriotions option but with Sage One and with a South African friendly payment gate way, but no such luck.
Customize the schedule of creating invoice
Hello Can I customize the time when an invoice is created? For example for this situation: Customer's subscription ends on August 31st 5 days before the end date of the subscription, we inform that he must renew the subscription. It would be nice at this
Yearly payment discount in template
Hi, In Zoho Subscriptions, I don't find a way to configure a yearly payment discount for the clients & make it appear in the pricing table template. Does this feature already exists? Best, Loïc
Einkauf von Abonnement
Wir verkaufen Abonnement an Kunden und kaufen die bei Lieferanten ein. Welche. Prozess empfiehlt Zoho für den Einkauf von Abonnements vor?
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