Mapping Zoho Subscription Plans and Products to CRM and Books
We have products that are one time products and subscription products. 1) We would like to have the ability to create an opportunity in CRM that includes both one-time charge products and subscription products. Currently the only way of creating a subscription product is by defining a "Product->Plan" hierarchy in Zoho Subscription. It appears that the only SYNC between Subscription and CRM is around contacts and the Product->Plan hierarchy doesn't sync to CRM, thus, you would need a duplicateCustom 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?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 createQuoting 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 TonySEPA 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 toNeed Custom Fields for Subscriptions
Hello, We really need to be able to add custom fields to subscriptions like on most other modules within the Zoho Finance suite. Presently it appears you can add custom fields to invoices, customers, products, payments and credit notes, yet there appears to be absolutely no way to add custom fields to a subscription. Unfortunately, this is the only field we actually need custom fields for! The use case for our particular business (phone company) is multi-fold: 1) We need to add enter a unique requiredStop duplicate subscriptions.
Hi all, I am testing out using the hosted payments pages for new subscribers to my platform using Zoho subscriptions. The one huge issue I see is that there is no way to stop customers setting up multiple accounts with the same email address. Is there a way to fix this?Minimum period for a plan
I submitted this as a request, but I think its actually a question: how can I set a plan so that is is billed monthly, but has a minimum term of 3 months, i.e. cannot be cancelled by the subscriber within the first 3 months, after that it moves to monthlyI want to test some payment subscription with a test credit card from stripe
I have a test customer and place https://stripe.com/docs/testing#international-cards test credit card number to the Add New Card in subscription.zoho customer page. After I added, the test card was declined. Am I missing something?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 toHow to integrate my SaaS application with Zoho Subscriptions
Hi, I am building a B2C SaaS application in PHP. I wish to integrate my application with Zoho Subscriptions to handle subscription billing for my business. I played with your sandbox environment and somewhat conclude that my requirements can be satisfied with Zoho Subscriptions. I planned to use your API. However i want to make sure whether my understanding is correct or not. Can I have a checklist kind to verify my plan? Here is my requirements. Having 3 plans Plans supports both monthly and yearlyOverdue Balance / Account Statement
I noticed that by default, when a customer receives an invoice, it does not contain any information about any unpaid balance due on previous invoices. Is there any way to enable this? Sometimes our customers do not pay for several billing periods in a row, and I would like a way to show them the total amount owing as it accumulates with each successive invoice. Thanks, EdwardHow Do I Not Require a Credit Card on Hosted Payment Page
Your own marketing says that requiring a customer to enter a credit card for a trial reduces the chance that people will sign up. I can't find any way to not require the user put in a credit card. This should be an easy setting. The only references I see in the forum say that you can't use the hosted payment page. This is such a basic feature that this makes no sense to me. What is the workaround? If there is no way to not require the credit card, I would have a free trial as a plan but I don't seeCustomer Portal
Hi, I can't find the options to give our subscribers the ability to change their subscriptions and information. Where could I find this? It is quite strange as this is definitely a basic feature that should be there; you can't call yourself a 'complete solution' without it. Please help out! Thanks Best regards, ErikYou 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 aEuropean VAT in register
My company is in the European Union, and for the issue of invoicing with respect to value added tax, companies from another country other than the one that issues the invoice, if they are accepted as intra-community operators, are exempt from VAT. Is there any way to put a field for the verification of companies, directly when a company subscribes? https://www.agenciatributaria.gob.es/AEAT.sede/en_gb/tramitacion/ZZ09.shtml thanksCan 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?Change order of plans
In Products how do I change the order Plans are displayed in?Ability to setup Yearly, Quarterly, or Monthly Payment terms
Hi, I am looking to be able to setup a subscription that will automatically renew yearly but have the ability to have flexible payment terms to allow customers to pay annually, quarterly, or monthly. Does anyone know if this is possible?how to check customer subscribe for ad-dons plans ?
how to track add-on plan because in subscription management tab only main plan details were visible the invoice was generated was perfect but in subscription tab no add-on detail present. I am not able to see which customer taken which add-ons is there any way to check add-ons details?Pro Rata Calculation
Hello, - Assuming that I have created a monthly, never expires plan (Auto renews until cancelled), - Assuming that I have set the Invoice Billing Date as the 1st of every month, - Assuming that the subscription can be created at any day of the month. I would like to know how the invoice amount will be calculated? I am assuming that for a monthly plan the number of days considered is 30. For example : 1. If a customer subscribes for the plan on the 21st of a month and there are 30 days in that month,how to avoid duplicate customer
How can i avoid to create a duplicate customer. I charged a same customer with two different plans and it showed up twice in my customer list and subsequently in Zoho books contacts. It creates confusion to have a same customer appears multiple times in customer or contact list. How can i avoid it.HELP US ENDURE THE CORONAVIRUS CRISIS: Enable partial payments for internal staff
Hi, Given the Coronavirus pandemia, all businesses are going to suffer from a high level of late payments. Would it be possible to enable the possibility for our internal staff to decide what amount of an unpaid invoice we want to try to charge. This would enable us to get paid for at least 25, 50 or 75% of the invoice amount, in case the customer does not have enough money to pay for the full amount, but can pay part of the amount due. As commented above, I would restrict this possibility to theCan'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 usabilityVAT in Zoho Subsciptions
Hi, Is it possible to set a different VAT for each country the customer comes from? Best regards, ArneSubscriptions with monthly billing but minimum committment term
How can I prevent customers from cancelling subscriptions that have a minimum commitment, such as software subscriptions that I bill every month but in which the customer has a one year contract? Thank you!Zoho subscriptions: How do I support annual commitment scenarios
I have a plan in my product where I need users to do annual commitment billed monthly though. How can I support this scenario in zoho subscription through APIs? I'm thinking to create a plan with monthly billing cycle and cycle expires after 12 months, and no option to cancel before this? Is there a better way to do this?Wordpress Plugin - any way to select addons?
Hello, I installed the ZOHO Subscriptions Wordpress plugin on my website. It fits perfectly with my site/color scheme. The only question I have is: How can people select add-ons? I don't see any option for that. Thank you, Mike Williquetteoffline payment gateway
Hi Guys, Can you please let me know how I can select an offline gateway for zoho subscriptions , I have all everything setup but can't proceed to view hosted page as I need to set up a pay gate, however, i do not have a pay gate available for my country so I want to set offline payment so that customers can still register on my site and i will confirm the payment manually.Difference between products and plans in ZOHO Subscriptions
Hello, I would like to know the difference between products and plan in ZOHO subscriptions. I sell church website design services and would like to set up a package whereby new clients can choose between different packages that offer both the initial setup as well as ongoing monthly hosting. I see how I can do that with a plan ... however, I would also like them to be able to choose add-on services IF THEY WANT THEM (such as our ability to migrate sermons from their old site to our new one. Can thisWhere is the best place to store configuration information for subscription and add-ons?
Suppose I sell web hosting. Every time someone subscribes to a plan, I want to add the web site domain so it can be automatically configured when I get the subscription_created event from Zoho subscription. If that person takes 5 extra emails as add-ons, where could I store those emails to be created automatically? We can add custom fields to customers, and invoices, but not to subscriptions. What's the best (robust) way around this?One time payment
Is it possible to use Zoho Subscription as one time billing tool and offer Subscription as add-on? Or use it as as one time billing tool only?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 needHow to make add-on appear?
I created a test product and an add on but when I check the link, there's no option for adding add-on, or changing the quantity. Hoe can I achieve this? I also tried integrating it with my WordPress site and the package only shows as is. There's no option for add-on.Subscriptions Plans and CRM Products Integration?
Is there any way to set up plans and pricing in Zoho Subscriptions and have those available as Products in the CRM? We are trying to set up the CRM and the Products seem to be more geared toward selling products that are not subscription based. So if we sell annual or monthly contracts which are $10/seat/month, I can set this up as a plan in Subscriptions, but how can I set the same thing up in the CRM for the salespeople to sell/quote? What is the best practice for setting up the CRM Products toUse test payment gateway to test zoho subscription integration
Hello Team, I am in middle of integrating Zoho Subscription in one of the application (web). I am using a test organization at the moment for integration. I wish to test different cases for payment like success, failure etc. for the card used by user to make payments. In final stage, we wish to leverage our stripe account to take payments but keep the subscription related stuffs managed by Zoho. Please guide on how can we do it and also provide details of dummy or test card details that I can useZoho Subscriptions authentication have failed
Hi there, Im trying to link my website build on wordpress with Zoho Subscriptions plugin. When I enter AUTHTOKEN and choose my company account it says "You do not have access as your account is disabled. Please contact your administrator for details." I just wondering if you can advise how I can change access to allow the plugin to access CRM information. Thanks a lot in advance. ArturasUnable to cancel subscription on customer with open (unpaid) invoices!
It is not possible to cancel a subscription when a customer has an outstanding balance. Should this be so, or is it some kind of setup issue? It will cause problems for us as we will want to cancel subscriptions on non-payers. Thank you for update on this.How to pause a subscription/recurring order ?
Hello, I'm evaluating Zoho Subscriptions for a food co-op where members order a box of produce every week. The software that we're currently using allows members to set up a recurring order. Members can pause the recurring order when they don't want a box for a while and then resume it later. Is it possible to pause/resume a subscription ? Thanks JohnOffer product as subscription or single payment
Hi, is there an option to offer a product as a monthly subscription as well as a one time payment (e.g. 15 months a $100 or single payment of $1300)? Best regardsNext Page
Access your files securely from anywhere
New to Zoho Recruit?
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
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 Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
Growth You can Count On: Zoho Billing's 2025 Journey
As we wrap up 2025, we’re reflecting on a year rooted in steady progress and meaningful growth for Zoho Billing. Every enhancement we have introduced was built to support scalable and reliable billing growth for your business. From launching the EnterpriseFunction #48: Manage fixed installment payments using Zoho Books
Hello everyone, and welcome back to our series! Businesses offer installment payment options to their customers, particularly for expensive purchases, to ease the financial burden on them. By breaking down the total cost into smaller, more manageableIntroducing Dedicated Modules for Plans, Addons, and Coupons in Zoho Billing
We’ve enhanced the way you manage Plans, Addons, and Coupons in Zoho Billing. Previously, all three grouped together under Subscription Items. Now, each one has its own dedicated module, giving you a cleaner and more intuitive experience. This updateE-Invoicing in Belgium with Zoho Billing
Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. Invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing worksZoho Billing Now Supports VeriFactu for Businesses in Spain
Starting from January 1, 2026, Spain requires real-time invoice reporting for all B2B transactions. From July 2026, this requirement will extend to B2C transactions as well. All reporting must be carried out through the VeriFactu to AEAT (Agencia Estatal
Most Discussed Topics
Is there a plan to allow for the hierarchical organization of Customers / Companies in Zoho Billing?
We have a few customers who have organizational structures that we haven't quite found a way to deal with in Zoho Billing. In CRM, these sub-companies (or subsidiaries or whatever you want to call them) all have another CRM account as the parent account.Introducing Dedicated Modules for Plans, Addons, and Coupons in Zoho Billing
We’ve enhanced the way you manage Plans, Addons, and Coupons in Zoho Billing. Previously, all three grouped together under Subscription Items. Now, each one has its own dedicated module, giving you a cleaner and more intuitive experience. This updateZoho Books blocks invoicing without VeriFactu even though it is not mandatory until 2027
I would like to highlight a very serious issue in Zoho Books for Spain. 1. The Spanish government has postponed the mandatory start of VeriFactu to January 1st, 2027. This means that during all of 2026 businesses are NOT required to transmit invoices
Zoho Developer Community
Zoho Subscriptions Resources
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
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
Sticky Posts
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
Top Contributors
Hari Hara Sudhan. S
Prashandini J
Prabhu Seshaadri C
Joshua Hamilton
Jay Larson