Error 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.
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
Change 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 field
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?
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, pro
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 subscription
No 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_uri
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, is
Update 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 customers
Multiple 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 recurring
Zoho 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 receives
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 payments
Multiple 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 how
Subscription 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 the
Single 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 to
Feature 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 are
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 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 at
Link Customer with his Subscriptions
Hi, We use Zoho books and Zoho Subscriptions and it is very annoying when you are on a client on books and you have to go to search the same client in subscriptions to find his profile. I guess that it will be very easy to add a hyperlink to his Subscription profile so we can see his subscriptions without opening and searching. Even better if you add a section bellow "other details" witch will hyperlink all his active subscriptions. I think that it will increase the value of the books-subscription
Single item hosted page
Given the premise of Zoho Billings is a one-stop solution, the inability to create a hosted payment page for single items seems to be a big gap in the product right now. We can use of course use Checkout to do this, but it would be really nice for you
Add a new payment gateway
Hi, Can we add our payment gateway integration in Zoho Subscriptions? If it's possible where we can found the documentation to implement and config our payment gateway? Thank you, Sandra
Zoho Billing
On the Zoho Billing Dashboard, there is a widget that says Subscriptions with a number. When you click subscriptions, it takes you to a report that is titled Customers, with the same number. Is this subs or customers? If you do a total of Active Subscriptions
Coupon Code Reports
Is there a way to generate reports for coupon codes that have been used? I need to track which codes are being used in order to pay commissions.
"Invalid value passed for JSONString" exception while creating customer contact in Zoho Books using rest API
Hi Experts, We are using .Net c# code to create a customer contact in Zoho books using Zoho books Rest API.But we are getting "Invalid value passed for JSONString" exception. Please find the attached sample code screenshot "Customer_Contact2.png" for your reference., Could you please let us know how to pass the JSONString. It would be a great help if someone provide a sample code for creating the customer. Thanks in Advance. Regards Amit
Email templates: Portal Invite & Password Reset
I'd like to customize the content for the portal access and password reset emails. However, neither of those are listed in the Email Notifications area in Settings. Can they be edited?
Introducing 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 Subscription
'Pay Now' link in e-mail not working
Hi, I have a trial subscription to Zoho One and I'm using Billing to try if it will work for my company. I love the features it offers, however stumbled upon a problem. When I send out an e-mail with an invoice, the 'Pay Now' link directs me to the home
Multiple Subscriptions vs Add Ons
I am hoping to get some feedback on best route to set up subscriptions, along with the pros/cons of each. Our pricing is generally an a la carte menu selection – for example, a client will choose a mix of products A, B, C, or D. What are the pros/cons
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..
Zoho Subscriptions and Books Integration
Hi I want to be able to create an estimate which can be sent to the customer and then once approved, convereted to a subscription. What i can see, it says the integration between books and subscriptions is "seemless" but i cannot find where to be able
Custom Service with OAuth2 and client credentials
We are trying to add a custom service in Zoho Billing (Subscriptions). The custom services uses OAuth2 with client credentials. The setup in the Zoho UI is easy, but when we create and connect a connection for the service we only get "Connection Authentication
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 more
Mutual exclusive Subscription addons
Hi, I'm looking for a way to set up mutually exclusive addons for subscription plans. Is this possible to do directly? If not, is there a workaround or recommended way to make sure certain combinations of addons can't be booked simultaneously? Thank
Documentation 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 the
Zoho Billing Customer Portal Page
We use Zoho Billing for our Saas software. We have many clients that have multiple subscriptions, some over 200. When these people get to their customer portal, this is what they see: How am I as a customer to know which one of these subscriptions is
Plan Content & Widget Features
Embed widget - description. None of the templates have the plan description included? This seems a very odd omission. How can I add the description to the widget output code? Embed widget - settings The settings will not save. Every time I go back to it I have to enter everything again - colours, button text, fee notation etc. Should they save? Am I missing something? Plan Clone Any method of cloning products and/or plans? Be a big timesaver for me and cloning is widely used elsewhere in Zoho.
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 no
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